세계의 배터리 재료 시장 : 배터리 유형별, 재료별, 용도별, 지역별 분석 - 시장 규모, 산업 역학, 기회 분석, 예측(2026-2035년)

The battery materials market is experiencing remarkable growth, reflecting its critical role in powering the world's transition to cleaner energy and advanced technologies. Valued at USD 80.6 billion in 2025, the market is poised for significant expansion, with projections indicating it will reach an impressive valuation of USD 216.8 billion by 2035. This growth trajectory corresponds to a robust compound annual growth rate (CAGR) of 10.4% over the forecast period from 2026 to 2035, highlighting the accelerating demand for battery materials across various sectors.

A primary driver behind this booming market is the surging demand for secondary batteries, which are rechargeable and essential for a wide range of applications. Electric vehicles (EVs) represent one of the fastest-growing segments, as governments and consumers worldwide increasingly embrace electric mobility to reduce carbon emissions and combat climate change. The rapid adoption of EVs fuels an ever-growing need for high-performance battery materials capable of delivering greater energy density, longer life cycles, and enhanced safety.

Noteworthy Market Developments

Four companies have emerged as clear leaders, distinguished by their massive production scale and technological advancements. Among them, Umicore continues to assert its dominance, focusing on developing high-performance NCM (Nickel Cobalt Manganese) materials specifically tailored for the European market. Umicore's commitment to innovation and quality has solidified its reputation as a titan in this space, providing cutting-edge cathode materials that meet the stringent demands of Europe's growing electric vehicle and energy storage sectors.

LG Chem is another major powerhouse in the cathode materials arena, setting ambitious production targets to maintain its competitive edge. By late 2025, LG Chem aims to produce 280,000 metric tons of cathode materials, a volume that underscores its significant role in supplying the battery industry. BASF has also firmly established its presence in the specialized cathode market through its Schwarzheide plant, which boasts an annual recycling and scrap processing capacity of 15,000 tons. This facility highlights BASF's focus on sustainability and circular economy principles by enabling the recovery and reuse of valuable battery materials.

Lastly, POSCO Future M is aggressively expanding its operations to meet growing demand, targeting an annual cathode material production capacity of 155,000 tons to serve the North American "Battery Belt." This expansion reflects POSCO's strategic push to become a key supplier in one of the fastest-growing EV markets globally. In a significant development in December 2025, POSCO Holdings Inc.'s PKX unit, POSCO Future M, signed a Memorandum of Understanding (MOU) with Factorial Inc. to collaborate on the development of all-solid-state battery materials.

Core Growth Drivers

The accelerating adoption of electric vehicles (EVs) is a powerful driving force behind the expansion of the battery materials market. This surge in demand is closely linked to growing environmental awareness and the urgent need to mitigate climate change by reducing greenhouse gas emissions. As concerns over air pollution and carbon footprints intensify, consumers and policymakers alike are prioritizing cleaner, more sustainable transportation options. This shift has led to a rapid increase in the production and purchase of EVs, which rely heavily on advanced battery materials to deliver efficient, reliable, and long-lasting energy storage solutions.

Emerging Opportunity Trends

A major trend reshaping the battery materials market is the breakthrough development of solid-state and semi-solid-state battery technologies. These innovations represent a significant leap forward from traditional lithium-ion batteries, promising enhanced safety, higher energy densities, and improved longevity. Semi-solid-state cells, which are expected to enter commercial production in 2024, utilize ultra-thin lithium metal foils measuring just 150 micrometers. This design innovation allows for more efficient ion transport and reduced weight, contributing to greater overall battery performance. The use of such thin lithium foils also helps improve energy density, making these batteries ideal for applications that demand compact, high-capacity energy storage.

Barriers to Optimization

A significant challenge facing the battery materials market is the management of geopolitical risks and the heavy trade dependencies that arise from the concentration of essential mineral supplies in a limited number of regions. Critical minerals such as lithium, cobalt, and rare earth elements form the backbone of modern battery technologies, yet their production and processing are highly centralized in specific countries. This geographic concentration creates vulnerabilities in the global supply chain, as political instability, trade disputes, or regulatory changes in these key regions can disrupt the steady flow of these vital materials to battery manufacturers worldwide.

Detailed Market Segmentation

By Battery Type, Lithium-ion technology continues to dominate the global battery materials market, holding a significant 45.87% share and firmly establishing itself as the leading battery type worldwide. Its widespread adoption is largely due to its unmatched efficiency, reliability, and versatility across various applications, from consumer electronics to electric vehicles and large-scale energy storage systems. The evolution of lithium-ion batteries has been marked by steady improvements in both performance metrics and cost-effectiveness, which have propelled this technology to the forefront of energy storage solutions in the modern era.

By Material, cathode is projected to continue being the most prominent battery material. In fact, cathode accounts for the largest market share.

• The development of cathode materials remains a critical focus in advancing lithium-ion battery technologies, as improvements in these materials directly enhance energy density and overall efficiency. Cathodes serve as a fundamental component in lithium-ion batteries, affecting not only the capacity and lifespan but also the safety and cost-effectiveness of energy storage systems. Continuous research and innovation in cathode chemistry have led to significant breakthroughs that enable batteries to store more energy in smaller, lighter packages, meeting the growing demands of applications ranging from electric vehicles to portable electronics.

By Application, the electronics sector holds a commanding position in the battery materials market, accounting for a substantial 45.28% share, making it the single largest application segment globally. This dominance reflects the critical role that batteries play in powering a wide array of electronic devices, ranging from smartphones, laptops, and tablets to wearable technology and other portable gadgets. As consumer demand for more advanced and longer-lasting electronics continues to grow, the need for high-quality battery materials intensifies, driving significant resource allocation and investment within the battery materials supply chain.

Segment Breakdown

By Material

• Cathode
• Anode
• Electrolyte
• Separator

By Battery Type

• Lithium-ion
• Lead acid
• Others

By Application

• Automotive
• Consumer Electronics
• Industrial
• Others

By Region

• North America
• The US
• Canada
• Mexico
• Europe
• Western Europe
• The UK
• Germany
• France
• Italy
• Spain
• Rest of Western Europe
• Eastern Europe
• Poland
• Russia
• Rest of Eastern Europe
• Asia Pacific
• China
• India
• Japan
• Australia and New Zealand
• South Korea
• ASEAN
• Rest of Asia Pacific
• Middle East and Africa
• Saudi Arabia
• South Africa
• UAE
• Rest of MEA
• South America
• Argentina
• Brazil
• Rest of South America

Geography Breakdown

• The Asia Pacific region stands as the undisputed powerhouse in the global battery materials market, particularly in energy storage manufacturing, driven by its robust demand and extensive production capabilities. Commanding a commanding 42.69% share of the worldwide market, the region plays a central role in supplying the critical materials needed for battery production. This dominant position is fueled by a combination of abundant raw material resources, advanced manufacturing infrastructure, and sustained investment in research and development across multiple countries within the region.
• A key factor contributing to Asia Pacific's leadership is the surge in nickel production, a vital component in battery cathodes. Indonesia, in particular, has experienced a boom in nickel output, reaching an impressive 1.8 million metric tons. This significant increase in raw material availability has bolstered the entire supply chain, enabling refiners and battery manufacturers in the region to operate at full capacity. China, the largest producer of raw materials for cathodes, contributes approximately 800,000 metric tons annually, underscoring its critical role in the market.

Leading Market Participants

• Albemarle Corporation
• Asahi Kasei Corporation
• BASF SE
• Entek International Ltd.
• Johnson Matthey
• Livent
• Mitsubishi Chemical Holdings Corporation
• Nichia Corporation
• Showa Denko K. K.
• Sumitomo Chemical Co., Ltd.
• Targray Technology International Inc.
• Umicore N.V.
• Other Prominent Players

Table of Content

Chapter 1. Executive Summary: Global Battery Materials Market

Chapter 2. Report Description

• 2.1. Research Framework
  • 2.1.1. Research Objective
  • 2.1.2. Market Definitions
  • 2.1.3. Market Segmentation
• 2.2. Research Methodology
  • 2.2.1. Market Size Estimation
  • 2.2.2. Qualitative Research
    • 2.2.2.1. Primary & Secondary Sources
  • 2.2.3. Quantitative Research
    • 2.2.3.1. Primary & Secondary Sources
  • 2.2.4. Breakdown of Primary Research Respondents, By Region
  • 2.2.5. Data Triangulation
  • 2.2.6. Assumption for Study

Chapter 3. Global Battery Materials Market Overview

• 3.1. Industry Value Chain Analysis
  • 3.1.1. Material Provider
  • 3.1.2. Manufacturer
  • 3.1.3. Distributor
  • 3.1.4. End User
• 3.2. Industry Outlook
  • 3.2.1. Global Battery Materials Market, 2020-2035 (in US$ Mn)
  • 3.2.2. Battery Materials Market Overview and Regional Capacity Forecasts
• 3.3. PESTLE Analysis
• 3.4. Porter's Five Forces Analysis
  • 3.4.1. Bargaining Power of Suppliers
  • 3.4.2. Bargaining Power of Buyers
  • 3.4.3. Threat of Substitutes
  • 3.4.4. Threat of New Entrants
  • 3.4.5. Degree of Competition
• 3.5. Market Growth and Outlook
  • 3.5.1. Market Revenue Estimates and Forecast (US$ Mn), 2020-2035
  • 3.5.2. Price Trend Analysis, By Material
• 3.6. Market Attractiveness Analysis
  • 3.6.1. By Material
  • 3.6.2. By Region
  • 3.6.3. Actionable Insights (Analyst's Recommendations)

Chapter 4. Competition Dashboard

• 4.1. Market Concentration Rate
• 4.2. Company Market Share Analysis (Value %), 2025
• 4.3. Competitor Mapping & Benchmarking
  • 4.3.1. Key players - By Region

Chapter 5. Global Battery Materials Market Analysis

• 5.1. Market Dynamics and Trends
  • 5.1.1. Growth Drivers
  • 5.1.2. Restraints
  • 5.1.3. Opportunity
  • 5.1.4. Key Trends
• 5.2. Market Opportunity Snapshot
• 5.3. By Material
  • 5.3.1. Key Insights
  • 5.3.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 5.3.2.1. Cathode
    • 5.3.2.2. Anode
    • 5.3.2.3. Electrolyte
    • 5.3.2.4. Separator
• 5.4. By Battery Type
  • 5.4.1. Key Insights
  • 5.4.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 5.4.2.1. Lithium-ion
    • 5.4.2.2. Lead acid
    • 5.4.2.3. Others
• 5.5. By Application
  • 5.5.1. Key Insights
  • 5.5.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 5.5.2.1. Automotive
    • 5.5.2.2. Consumer Electronics
    • 5.5.2.3. Industrial
    • 5.5.2.4. Others
• 5.6. By Region
  • 5.6.1. Key Insights
  • 5.6.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 5.6.2.1. North America
      • 5.6.2.1.1. The U.S.
      • 5.6.2.1.2. Canada
      • 5.6.2.1.3. Mexico
    • 5.6.2.2. Europe
      • 5.6.2.2.1. Western Europe
        • 5.6.2.2.1.1. The UK
        • 5.6.2.2.1.2. Germany
        • 5.6.2.2.1.3. France
        • 5.6.2.2.1.4. Italy
        • 5.6.2.2.1.5. Spain
        • 5.6.2.2.1.6. Rest of Western Europe
      • 5.6.2.2.2. Eastern Europe
        • 5.6.2.2.2.1. Poland
        • 5.6.2.2.2.2. Russia
        • 5.6.2.2.2.3. Rest of Eastern Europe
    • 5.6.2.3. Asia Pacific
      • 5.6.2.3.1. China
      • 5.6.2.3.2. India
      • 5.6.2.3.3. Japan
      • 5.6.2.3.4. South Korea
      • 5.6.2.3.5. Australia & New Zealand
      • 5.6.2.3.6. ASEAN
        • 5.6.2.3.6.1.1. Indonesia
        • 5.6.2.3.6.1.2. Malaysia
        • 5.6.2.3.6.1.3. Thailand
        • 5.6.2.3.6.1.4. Singapore
        • 5.6.2.3.6.1.5. Rest of ASEAN
      • 5.6.2.3.7. Rest of Asia Pacific
    • 5.6.2.4. Middle East & Africa
      • 5.6.2.4.1. UAE
      • 5.6.2.4.2. Saudi Arabia
      • 5.6.2.4.3. South Africa
      • 5.6.2.4.4. Rest of MEA
    • 5.6.2.5. South America
      • 5.6.2.5.1. Argentina
      • 5.6.2.5.2. Brazil
      • 5.6.2.5.3. Rest of South America

Chapter 6. North America Battery Materials Market Analysis

• 6.1. Market Dynamics and Trends
  • 6.1.1. Growth Drivers
  • 6.1.2. Restraints
  • 6.1.3. Opportunity
  • 6.1.4. Key Trends
• 6.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 6.2.1. By Material
  • 6.2.2. By Battery Type
  • 6.2.3. By Application
  • 6.2.4. By Region

Chapter 7. Europe Battery Materials Market Analysis

• 7.1. Market Dynamics and Trends
  • 7.1.1. Growth Drivers
  • 7.1.2. Restraints
  • 7.1.3. Opportunity
  • 7.1.4. Key Trends
• 7.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 7.2.1. By Material
  • 7.2.2. By Battery Type
  • 7.2.3. By Application
  • 7.2.4. By Region

Chapter 8. Asia Pacific Battery Materials Market Analysis

• 8.1. Market Dynamics and Trends
  • 8.1.1. Growth Drivers
  • 8.1.2. Restraints
  • 8.1.3. Opportunity
  • 8.1.4. Key Trends
• 8.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 8.2.1. By Material
  • 8.2.2. By Battery Type
  • 8.2.3. By Application
  • 8.2.4. By Region

Chapter 9. Middle East & Africa Battery Materials Market Analysis

• 9.1. Market Dynamics and Trends
  • 9.1.1. Growth Drivers
  • 9.1.2. Restraints
  • 9.1.3. Opportunity
  • 9.1.4. Key Trends
• 9.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 9.2.1. By Material
  • 9.2.2. By Battery Type
  • 9.2.3. By Application
  • 9.2.4. By Region

Chapter 10. South America Battery Materials Market Analysis

• 10.1. Market Dynamics and Trends
  • 10.1.1. Growth Drivers
  • 10.1.2. Restraints
  • 10.1.3. Opportunity
  • 10.1.4. Key Trends
• 10.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 10.2.1. By Material
  • 10.2.2. By Battery Type
  • 10.2.3. By Application
  • 10.2.4. By Region

Chapter 11. Company Profile (Company Overview, Financial Matrix, Key Product landscape, Key Personnel, Key Competitors, Contact Address, and Business Strategy Outlook)

• 11.1. Albemarle Corporation
• 11.2. Asahi Kasei Corporation
• 11.3. BASF SE
• 11.4. Entek International Ltd.
• 11.5. Johnson Matthey
• 11.6. Livent
• 11.7. Mitsubishi Chemical Holdings Corporation
• 11.8. Nichia Corporation
• 11.9. Showa Denko K. K.
• 11.10. Sumitomo Chemical Co. Ltd.
• 11.11. Targray Technology International Inc.
• 11.12. Umicore N.V.
• 11.13. Other Prominent Players

Chapter 12. Annexure

• 12.1. List of Secondary Sources
• 12.2. Key Country Markets- Macro Economic Outlook/Indicators