시장보고서
상품코드
1270972

세계의 EV용 양극재료 시장 : 공급별, 수요별, 배터리 유형별(리튬이온 배터리, 납축배터리, 기타), 지역별 - COVID-19의 영향을 고려한 규모와 동향, 예측(-2028년)

Global EV Cathode Material Market: Analysis By Supply, By Demand, By Battery Type (Lithium ion Battery, Lead Acid Battery & Other), By Region Size and Trends with Impact of COVID-19 and Forecast up to 2028

발행일: | 리서치사: Daedal Research Private Limited | 페이지 정보: 영문 163 Pages | 배송안내 : 즉시배송

※ 본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문 목차를 참고해주시기 바랍니다.

세계의 EV용 양극재료 시장 규모는 2022년 65억 8,000만 달러에서 2028년에는 107억 7,000만 달러가 될 것으로 예측되며, 2023년부터 2028년까지 예측기간 중 CAGR은 8%가 되고 있습니다. 각국의 정부에 의한 전기자동차 추진 확대, 정부 보조금과 청정에너지 증가는 시장 성장을 촉진하고 있습니다.

세계의 EV용 양극재료 시장에 대해 조사했으며, 시장 분석, 경쟁 상황, 기업 개요 등의 정보를 제공합니다.

목차

제1장 주요 요약

제2장 서론

  • 양극재료 : 개요
    • EV용 양극재료 정의
    • 양극재료 유형
  • 양극재료 세분화 : 개요
    • 양극재료 세분화

제3장 세계 시장 분석

  • 세계의 EV용 양극재료 시장 : 분석
    • 세계의 EV용 양극재료 시장 : 개요
    • 세계의 EV용 양극재료 시장 : 금액별
    • 세계의 EV용 양극재료 시장 : 배터리 유형별
    • 세계의 EV용 양극재료 시장 : 지역별
  • 세계의 EV용 양극재료 시장 : 공급 분석
    • 세계의 EV용 양극재료 시장 : 개요 : 공급별
    • 세계의 EV용 양극재료 시장 : 공급별
    • 세계의 EV용 양극재료 시장 공급 : 유형별
    • 세계의 EV용 양극재료 시장 공급 : 지역별
  • 세계의 EV용 양극재료 시장 : 수요 분석
    • 세계의 EV용 양극재료 시장 : 개요 : 수요별
    • 세계의 EV용 양극재료 시장 : 수요별
    • 세계의 EV용 양극재료 시장 수요 : 유형별
  • 세계의 EV용 양극재료 시장 : 배터리 유형 분석
    • 세계의 EV용 양극재료 시장 : 개요 : 배터리 유형별
    • 세계의 리튬이온 배터리 EV용 양극재료 시장 : 금액별
    • 세계의 납축 배터리 EV용 양극재료 시장 : 금액별
    • 세계의 기타 EV용 양극재료 시장 : 금액별
  • 세계의 EV용 양극재료 시장 공급 : 유형 분석
    • 세계의 EV용 양극재료 시장 공급 : 개요 : 유형별
    • 세계의 NMC/NCA EV용 양극재료 시장 : 공급별
    • 세계의 LFP EV용 양극재료 시장 : 공급별
  • 세계의 EV용 양극재료 시장 수요 : 유형 분석
    • 세계의 EV용 양극재료 시장 수요 : 개요 : 유형별
    • 세계의 NMC/NCA EV용 양극재료 시장 : 수요별
    • 세계의 LFP EV용 양극재료 시장 : 수요별

제4장 지역 시장 분석

  • 아시아태평양의 EV용 양극재료 시장 : 분석
  • 북미의 EV용 양극재료 시장 : 분석
  • 유럽의 EV용 양극재료 시장 : 분석
  • 기타 EV용 양극재료 시장 : 분석

제5장 신종 코로나바이러스 감염증(COVID-19)의 영향

  • COVID-19의 영향
    • 신종 코로나바이러스 감염증(COVID-19)이 세계의 EV용 양극재료 시장에 미치는 영향
    • 신종 코로나바이러스 감염증(COVID-19)이 세계의 전기자동차 판매에 미치는 영향
    • 신종 코로나바이러스 감염증 이후 시나리오

제6장 시장 역학

  • 성장 촉진요인
    • 전기자동차 도입 확대
    • 연료 가격 가격 급등
    • 높아지는 환경에 대한 우려
    • 리튬이온 배터리 가격 하락
    • 증가하는 정부 보조금과 청정에너지
  • 과제
    • 원재료 불안정성과 안전성 문제
    • NCM과 관련된 환경적 영향 증대
    • 리튬이온 배터리용 양극재료의 개발상 문제
  • 시장 동향
    • 내연기관차 금지 강화
    • 무공해차 수요 급증
    • 재생에너지 소비로의 이동 확대
    • 배터리 기술의 최근 개발

제7장 경쟁 상황

  • 세계의 EV용 양극재료 공급 : 주요 비교 : 기업별

제8장 기업 개요

  • BASF SE
  • 3M Company
  • Umicore SA
  • POSCO Future M Co., Ltd.
  • Mitsubishi Chemical Group Corporation
  • Johnson Matthey PLC
  • Kureha Corporation
  • Mitsui Mining & Smelting Co., Ltd.
  • Sumitomo Metal Mining Co., Ltd.
  • LG Corporation(LG Chem Ltd.)
  • Hitachi Ltd.(Hitachi Metals, Ltd.)
  • Toda Kogyo Corp.
  • NEI Corporation
KSM 23.05.17

The global EV cathode material market in 2022 was valued at US$6.58 billion. The market is expected to reach US$10.77 billion by 2028. Cathode material are the main component of Li-ion & lead acid batteries, as they determine the energy density of a cell through cell voltage. Cathode materials comprise cobalt, nickel, and manganese in the crystal structure forming a multi-metal oxide material to which lithium is added. These define the output and application of different types of rechargeable lithium-ion batteries used in electric vehicles.

The growing adoption of electric vehicles which is being supported by the rising government subsidies & clean energy as government of different countries are promoting electric vehicles with the subsidies, policy changes and regulation on carbon emissions, is also a major reason behind the growing demand for cathode materials in the sector. Therefore, the rising government subsidies & clean energy is one of the main factors that would drive the demand for EV cathode material in the forthcoming years. The market is expected to grow at a CAGR of approx. 8% during the forecasted period of 2022-2028.

Market Segmentation Analysis:

By Battery Type: The report provides the bifurcation of the market into three segments based on the types of battery: Lithium-Ion Battery, Lead Acid Battery and other battery types. In 2022, Lithium-ion battery held a major share in the market. On the other hand, Lead acid battery segment is expected to grow at the highest CAGR in the forthcoming years as lead dioxide and lead have the lowest energy densities and rarely discharge highly efficiently, leading to its growing adoption. Along with this, Lead-acid cathode materials are up to ten times cheaper than modern nickel-metal hydride, lithium-ion, and lithium-polymer batteries being developed for high-performance automobiles, further expected to propel the overall market growth lead acid battery type in the coming years.

By Region: The report provides insight into the EV cathode material market based on the regions Asia Pacific, North America, Europe, and ROW. Asia Pacific held the major share in the market owing to the increasing investment by major electric vehicle manufacturers and availability of cheap labour in the region. China market dominated the region due to the swiftly escalating year-on-year adoption rate of mild-hybrid electric vehicles across the region.

In North America, the US is the dominating region. Whereas, in Europe, the UK dominated the market owing to the rising supportive government policies and regulations, increasing environmental concerns, and growing adoption of electric mobility in the region.

By Supply: In the report, the global EV cathode material market supply is given as cathode materials are gaining momentum as a significant components of rechargeable batteries, such as nickel-metal hydride batteries, lithium-ion batteries, and others. One of the primary reasons for the rising trend in EV cathode material supply is the increasing number of strengthened rules for phasing for internal combustion engines and rising incentives and subsidies for EV adoption. The global EV cathode material market by supply is divided into six regions namely, China, South Korea, Japan, Europe, the US, and rest of the World. In 2022, the global EV cathode material supply was dominated by China, accounting for more than half of the global EV cathode material supply which is anticipated to grow manifolds in the forecasted period, due to the increasing adoption of EVs in the economy.

By Type: In the report, the global EV cathode material supply is further divided based on type: NMC (Lithium Nickel Cobalt Manganese Oxide)/NCA (Lithium Nickel Cobalt Aluminium Oxide), and LFP (Lithium Ferrous Phosphate). NMC/NCA dominated the supply of the EV cathode material market in the year 2022. NMC/NCA is the largest category of EV cathode materials. Ternary cathode materials (NMC) have nickel, manganese and cobalt as their principal components, and as the cathode materials for lithium ion secondary batteries, are used mainly in batteries aimed at electrically-powered cars, including hybrid vehicles. Growing demand for lithium nickel cobalt aluminum oxide (NCA) due to its high specific power, specific energy and long lifespan is anticipated to increase the growth of the NMC/NCA supply during forecast period.

By Demand: The report provides a glimpse of the EV cathode material demand around the world. One of the primary reasons for the rising trend in EV cathode material demand is the increasing adoption of electric vehicles, which require large quantities of lithium-ion batteries. Electric vehicles require large quantities of lithium-ion batteries, which in turn require significant amounts of cathode materials. The cathode materials demand is also benefiting from increased investment in research and development projects, which is expected to result in higher demand for these materials in coming years.

By Type: In the report, the global EV cathode material demand is further divided based on on type: NMC (Lithium Nickel Cobalt Manganese Oxide)/NCA (Lithium Nickel Cobalt Aluminium Oxide), and LFP (Lithium Ferrous Phosphate). NMC/NCA dominated the supply of the EV cathode material market in the year 2022. With increasing environmental degradation and the deteriorating air quality levels in several countries, the deployment of electric vehicles is increasing rapidly. This is, in turn, pushing up the requirement for lithium-ion batteries, which is subsequently causing the expansion of the cathode material for electric vehicle lithium-ion batteries.

Market Dynamics:

Growth Drivers: The global EV cathode material market has been growing over the past few years, due to factors such as growing adoption of electric vehicles, escalating fuel prices, mounting environmental concerns, declining prices of lithium-ion-battery, and many other factors. Additionally, the rising government subsidies & clean energy is one of the most significant drivers for EV cathode material, as government of different countries are promoting electric vehicles with the subsidies, policy changes and regulation on carbon emissions, leading to growing demand for cathode materials in the sector. Moreover, the declining prices of Lithium-ion batteries, to support to the increasing demand for cathode materials as these are the main component of Li-ion batteries and they determine the energy density of a cell through cell voltage and/or capacity.

Challenges: However, the market has been confronted with some challenges specifically, instability of raw material and safety issues, increasing environmental impacts associated with NCM and developmental issues in cathode materials for Li-ion batteries, etc.

Trends: The market is projected to grow at a fast pace during the forecast period, due to various latest trends such as increasing ban on ICE vehicles, surging demand for zero emission vehicles, growing shift towards renewable consumption, etc. Additionally, the ongoing developments in battery technology is one of the most significant drivers for EV cathode material, as improved battery technology is critical for advancements in a variety of applications ranging from hybrid electric vehicles to consumer electronics, and improved battery performance depends on the development of materials for the various battery components, which is expected to offer lucrative opportunities for the EV cathode material market in the future.

Impact Analysis of COVID-19 and Way Forward:

The COVID-19 pandemic had an adverse effect on the overall automotive industry and electric vehicle & EV battery industries. The sales of electric vehicles were hampered due to the pandemic for a short term. Many countries imposed travel restrictions on material flow in and out of China, which significantly reduced the customer base for a large number of industrial electric-powered tools. However, the industry has bounced back with higher growth than that of the previous years' owing to the consistent rise in fuel prices and rising concerns towards environmental pollution coupled with provision of the subsidies by various governments.

Competitive Landscape:

The global EV cathode material market is fragmented, with key players operating on global and regional levels. The key players in the global EV cathode material market are:

BASF SE

3M Company

Umicore SA

POSCO Future M Co., Ltd.

Mitsubishi Chemical Group Corporation

Johnson Matthey PLC

Kureha Corporation

Mitsui Mining & Smelting Co., Ltd.

Sumitomo Metal Mining Co., Ltd.

LG Corporation (LG Chem Ltd.)

Hitachi Ltd. (Hitachi Metals, Ltd.)

Toda Kogyo Corp.

NEI Corporation

Some of the strategies among key players in the market for EV cathode materials are platform development and strategic alliances to expand their respective portfolios and gain a robust footing in the global market. For instance, in May 2022, Umicore inaugurated their new global R&D center for Cathode Materials in Cheonan, Korea. It will focus on producing the next generation of battery materials, including very high-nickel NMC, low-cobalt NMC, manganese-rich chemistries, and solid-state battery technologies. Whereas, in April 2022, POSCO Chemicals announced that they began constructing their new manufacturing plant capable of producing 30,000 tons of high-purity nickel cathodes. This is expected to help the company to expand its consumer base for the cathode materials market. 

Table of Contents

    1. Executive Summary

    2. Introduction

    • 2.1 Cathode Materials: An Overview
      • 2.1.1 Definition of Cathode Materials for Electric Vehicles
      • 2.1.2 Types of Cathode Active Materials
    • 2.2 Cathode Materials Segmentation: An Overview
      • 2.2.1 Cathode Materials Segmentation

    3. Global Market Analysis

    • 3.1 Global EV Cathode Material Market: An Analysis
      • 3.1.1 Global EV Cathode Material Market: An Overview
      • 3.1.2 Global EV Cathode Material Market by Value
      • 3.1.3 Global EV Cathode Material Market by Battery Type
      • 3.1.4 Global EV Cathode Material Market by Region
    • 3.2 Global EV Cathode Material Market: Supply Analysis
      • 3.2.1 Global EV Cathode Material Market by Supply: An Overview
      • 3.2.2 Global EV Cathode Material Market by Supply
      • 3.2.3 Global EV Cathode Material Market Supply by Type
      • 3.2.4 Global EV Cathode Material Market Supply by Region
    • 3.3 Global EV Cathode Material Market: Demand Analysis
      • 3.3.1 Global EV Cathode Material Market by Demand: An Overview
      • 3.3.2 Global EV Cathode Material Market by Demand
      • 3.3.3 Global EV Cathode Material Market Demand by Type
    • 3.4 Global EV Cathode Material Market: Battery Type Analysis
      • 3.4.1 Global EV Cathode Material Market By Battery Type: An Overview
      • 3.4.2 Global Lithium-Ion EV Cathode Material Market by Value
      • 3.4.3 Global Lead Acid EV Cathode Material Market by Value
      • 3.4.4 Global Other Batteries EV Cathode Material Market by Value
    • 3.5 Global EV Cathode Material Market Supply: Type Analysis
      • 3.5.1 Global EV Cathode Material Market Supply by Type: An Overview
      • 3.5.2 Global NMC/NCA EV Cathode Material Market by Supply
      • 3.5.3 Global LFP EV Cathode Material Market by Supply
    • 3.6 Global EV Cathode Material Market Demand: Type Analysis
      • 3.6.1 Global EV Cathode Material Market Demand by Type: An Overview
      • 3.6.2 Global NMC/NCA EV Cathode Material Market by Demand
      • 3.6.3 Global LFP EV Cathode Material Market by Demand

    4. Regional Market Analysis

    • 4.1 Asia Pacific EV Cathode Material Market: An Analysis
      • 4.1.1 Asia Pacific EV Cathode Material Market: An Overview
      • 4.1.2 Asia Pacific EV Cathode Material Market by Value
      • 4.1.3 Asia Pacific EV Cathode Material Market by Region
      • 4.1.4 China EV Cathode Material Market by Value
      • 4.1.5 China EV Cathode Material Market by Supply
      • 4.1.6 Japan EV Cathode Material Market by Value
      • 4.1.7 Japan EV Cathode Material Market by Supply
      • 4.1.8 South Korea EV Cathode Material Market by Value
      • 4.1.9 South Korea EV Cathode Material Market by Supply
      • 4.1.10 India EV Cathode Material Market by Value
      • 4.1.11 Rest of Asia Pacific EV Cathode Material Market by Value
    • 4.2 North America EV Cathode Material Market: An Analysis
      • 4.2.1 North America EV Cathode Material Market: An Overview
      • 4.2.2 North America EV Cathode Material Market by Value
      • 4.2.3 North America EV Cathode Material Market by Region
      • 4.2.4 The US EV Cathode Material Market by Value
      • 4.2.5 The US EV Cathode Material Market by Supply
      • 4.2.6 Canada EV Cathode Material Market by Value
      • 4.2.7 Mexico EV Cathode Material Market by Value
    • 4.3 Europe EV Cathode Material Market: An Analysis
      • 4.3.1 Europe EV Cathode Material Market: An Overview
      • 4.3.2 Europe EV Cathode Material Market by Value
      • 4.3.3 Europe EV Cathode Material Market by Region
      • 4.3.4 Europe EV Cathode Material Market by Supply
      • 4.3.5 United Kingdom EV Cathode Material Market by Value
      • 4.3.6 Germany EV Cathode Material Market by Value
      • 4.3.7 France EV Cathode Material Market by Value
      • 4.3.8 Italy EV Cathode Material Market by Value
      • 4.3.9 Rest of Europe EV Cathode Material Market by Value
    • 4.4 Rest of the World EV Cathode Material Market: An Analysis
      • 4.4.1 Rest of the World EV Cathode Material Market: An Overview
      • 4.4.2 Rest of the World EV Cathode Material Market by Value
      • 4.4.3 Rest of the World EV Cathode Material Market by Supply

    5. Impact of COVID-19

    • 5.1 Impact of COVID-19
      • 5.1.1 Impact of COVID-19 on Global EV Cathode Material Market
      • 5.1.2 Impact of COVID-19 on Global Electric Vehicle Sales
      • 5.1.3 Post-COVID Scenario

    6. Market Dynamics

    • 6.1 Growth Drivers
      • 6.1.1 Growing Adoption of Electric Vehicles
      • 6.1.2 Escalating Fuel Prices
      • 6.1.3 Mounting Environmental Concerns
      • 6.1.4 Declining Prices of Lithium-ion-Battery
      • 6.1.5 Rising Government Subsidies & Clean Energy
    • 6.2 Challenges
      • 6.2.1 Instability of Raw Material and Safety Issues
      • 6.2.2 Increasing Environmental Impacts Associated with NCM
      • 6.2.3 Developmental Issues in Cathode Materials for Li-ion Batteries
    • 6.3 Market Trends
      • 6.3.1 Increasing Ban on ICE Vehicles
      • 6.3.2 Surging Demand for Zero Emission Vehicles
      • 6.3.3 Growing Shift Towards Renewable Consumption
      • 6.3.4 Recent Developments in Battery Technology

    7. Competitive Landscape

    • 7.1 Global EV Cathode Material Supply by Players: Key Comparison

    8. Company Profiles

    • 8.1 BASF SE
      • 8.1.1 Business Overview
      • 8.1.2 Operating Segment
      • 8.1.3 Business Strategy
    • 8.2 3M Company
      • 8.2.1 Business Overview
      • 8.2.2 Operating Segments
      • 8.2.3 Business Strategy
    • 8.3 Umicore SA
      • 8.3.1 Business Overview
      • 8.3.2 Operating Segments
      • 8.3.3 Business Strategy
    • 8.4 POSCO Future M Co., Ltd.
      • 8.4.1 Business Overview
      • 8.4.2 Operating Segments
      • 8.4.3 Business Strategy
    • 8.5 Mitsubishi Chemical Group Corporation
      • 8.5.1 Business Overview
      • 8.5.2 Operating Segment
      • 8.5.3 Business Strategy
    • 8.6 Johnson Matthey PLC
      • 8.6.1 Business Overview
      • 8.6.2 Operating Segment
      • 8.6.3 Business Strategy
    • 8.7 Kureha Corporation
      • 8.7.1 Business Overview
      • 8.7.2 Operating Segment
      • 8.7.3 Business Strategy
    • 8.8 Mitsui Mining & Smelting Co., Ltd.
      • 8.8.1 Business Overview
      • 8.8.2 Operating Segment
      • 8.8.3 Business Strategy
    • 8.9 Sumitomo Metal Mining Co., Ltd.
      • 8.9.1 Business Overview
      • 8.9.2 Business Segments
      • 8.9.3 Business Strategy
    • 8.10 LG Corporation (LG Chem Ltd.)
      • 8.10.1 Business Overview
      • 8.10.2 Operating Segment
      • 8.10.3 Business Strategy
    • 8.11 Hitachi Ltd. (Hitachi Metals, Ltd.)
      • 8.11.1 Business Overview
      • 8.11.2 Operating Segments
      • 8.11.3 Business Strategy
    • 8.12 Toda Kogyo Corp.
      • 8.12.1 Business Overview
      • 8.12.2 Operating Region
      • 8.12.3 Business Strategy
    • 8.13 NEI Corporation
      • 8.13.1 Business Overview
      • 8.13.2 Business Strategy
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