이차 전지 소재 시장(2026-2037년)

The secondary battery materials market is the upstream foundation of the energy transition. Every EV battery, every grid storage system, every consumer electronics device that runs on a rechargeable cell depends on the cathode active materials, anode materials, electrolytes, and separators that define that cell’s energy density, power capability, cycle life, safety, and cost. The secondary battery materials market determines what batteries can do - and understanding where it is heading is essential for anyone who cares about the pace and cost of the energy transition.

The secondary battery materials market is undergoing its most significant compositional shift since the commercialisation of lithium-ion chemistry in the 1990s. LFP is displacing NMC in energy storage and lower-range EV applications on cost grounds. Silicon-carbon composite anodes are entering volume production to extend energy density beyond the limits of graphite. Solid electrolytes are transitioning from laboratory curiosity to automotive programme. And sodium-ion battery materials are entering commercial production as a lithium-free alternative for specific applications. All of these transitions are happening simultaneously, creating a secondary battery materials market that is more dynamic and more technically complex than at any previous point in the industry’s history.

Secondary Battery Materials Market Report 2026-2037 - Key Coverage Areas

• Cathode Active Materials - NMC (811, 622, 532 and high-voltage variants), LFP, NCA, LMFP, and high-voltage spinel cathodes; production processes; leading manufacturers; and the LFP-versus-NMC market share evolution through 2037
• Anode Materials - natural and synthetic graphite, silicon-carbon composite anodes, pure silicon anodes, hard carbon for sodium-ion, and lithium metal anode development status with leading company profiles
• Electrolytes - liquid carbonate electrolyte formulations, electrolyte additives, and the transition from liquid to solid and quasi-solid electrolyte systems for solid-state battery applications
• Separators - polyolefin separators, ceramic-coated separators, and solid electrolyte membrane separators for all-solid-state batteries with production capacity and cost analysis
• Battery Binders and Conductive Additives - PVDF, water-based binder alternatives, carbon black and carbon nanotube conductive additive systems, and the dry electrode processing transition eliminating solvent-based binder systems
• Sodium-Ion Battery Materials - layered oxide and Prussian blue analogue cathodes, hard carbon anodes, and sodium-ion electrolyte systems with CATL, HiNa Cell, and other commercial producer analysis
• Solid Electrolyte Materials - oxide (LLZO), sulfide (LGPS, argyrodite), and polymer solid electrolyte materials for solid-state batteries with technology readiness and cost analysis
• Supply Chain and Critical Materials - lithium, cobalt, nickel, manganese, graphite, and phosphate supply chain analysis with geopolitical risk assessment and ex-China supply development tracker
• 10-Year Forecasts - secondary battery materials market value by material type, battery chemistry, application, and region from 2026 through 2037

The secondary battery materials market report is the definitive intelligence resource for battery manufacturers, material suppliers, and investors navigating the most consequential materials market of the energy transition.

Ideal for battery manufacturers, cathode and anode material suppliers, EV manufacturers, energy storage developers, and critical material investors.

Secondary (rechargeable) battery materials are the engineered inputs that make up a lithium-ion cell and its surrounding module and pack - cathode and anode active materials, electrolyte, separator, conductive additives and binders, and the copper and aluminium current collectors, together with the busbars, insulation and structural housing that turn cells into a usable pack. Demand is driven overwhelmingly by the electrification of transport and the parallel build-out of stationary energy storage, with consumer electronics a smaller but stable third stream. As global lithium-ion output scales from roughly one terawatt-hour today toward several times that by 2037, material demand rises in step - though not uniformly, because chemistry mix, cell and pack architecture, and processing route all reshape which materials capture value.

The market is defined by a persistent tension between volume and value. High-volume commodities such as LFP cathode and graphite anode grow with capacity but carry thin margins, while smaller, specification-critical materials - silicon anode, carbon nanotubes, LiFSI salt, engineered separators - grow faster in percentage terms and command premium pricing. Cathode active materials remain the largest single value pool, anchored to volatile lithium, nickel and cobalt prices; anode is being reshaped by the gradual introduction of silicon; and separators, electrolytes and current collectors form steady, technically demanding mid-tier markets.

Two structural shifts run through the forecast period. First, pack-level engineering - cell-to-pack, cell-to-body and cell-to-chassis designs - is eroding module content while raising the importance of structural housing materials such as aluminium, high-strength steel and composites. Second, dry-electrode (solvent-free) processing is beginning to reshape binder and conductive-additive demand, favouring PTFE and carbon nanotubes over incumbent PVDF and carbon black.

Supply is acutely concentrated in China across nearly every segment, with nascent Western, Korean and Japanese capacity supported by the US Inflation Reduction Act, Section 45X and the EU Critical Raw Materials Act. Substitution risk - principally sodium-ion in cost-sensitive storage and entry EVs, and solid-state over the longer term - sits alongside recycling and critical-material recovery as swing factors for secondary supply. The result is a large, fast-growing but strategically contested market in which sourcing security, localisation economics and materials innovation increasingly determine competitive position through 2037, rewarding participants who can pair scale with defensible, specification-critical differentiation.

The Global Secondary Battery Materials Market 2026–2037 is a commercial market study of the full lithium-ion battery materials value chain, from cell active materials through to module and pack-structural components. It quantifies demand (in tonnes) and market value (in US dollars) for each in-scope material on a bottom-up basis - global cell output in gigawatt-hours, multiplied by chemistry- and architecture-specific material-intensity factors, then priced - with annual forecasts extended to 2037. The study covers eight value-chain segments: cathode active materials; anode active materials (graphite and silicon); electrolyte, salts and additives; separators; conductive additives and binders; current collectors; module materials; and pack-housing and structural materials. It also provides a dedicated analysis of dry-electrode (solvent-free) processing and its effect on the cell, binder and conductive-additive markets.

Beyond sizing, the report maps demand drivers and end-market splits across electric vehicles, stationary storage and consumer electronics; profiles the supplier landscape and geographic concentration for every segment; sets out pricing trends and cost structures; and assesses supply-chain risk against the US IRA/Section 45X and the EU Critical Raw Materials Act. A comparative-analysis chapter reconciles all segments into a single value-and-volume view with a regional breakdown, and a scenarios chapter tests sensitivity to chemistry mix, silicon loading, dry-process adoption, sodium-ion substitution and localisation. The study closes with a company-profiles directory spanning cathode, anode, electrolyte, separator, additive, binder, foil, upstream raw-material, cell, solid-state, sodium-ion and recycling players.

Contents summary:

• Executive summary - headline forecasts, material growth ranking and company landscape
• Introduction, scope and methodology - the bottom-up GWh → intensity → tonnage → value model
• Global Li-ion demand and the material-intensity model - demand by application, chemistry mix, end-market split
• Cathode active materials - LFP, NMC, NCA, LMFP; lithium, nickel, cobalt and manganese
• Anode active materials - natural and synthetic graphite; silicon (SiOx, nano-Si, Si-C)
• Electrolyte - salts (LiPF₆, LiFSI), solvents and additives
• Separators - wet and dry base films; ceramic-coated
• Conductive additives and binders - carbon black, CNT; PVDF, SBR/CMC
• Current collectors - battery-grade copper and aluminium foil
• Dry-electrode (solvent-free) processing - cell, binder and conductive-additive impact
• Module materials - busbars, interconnects and insulation
• Pack-housing and structural materials - aluminium, steel, composites; CTP/CTB/CTC
• Comparative analysis, regional breakdown and supply-chain risk - including IRA/45X and EU CRMA policy
• Scenarios and sensitivities - chemistry mix, silicon loading, dry-process, sodium-ion, localisation
• Company profiles - 439 companies across the value chain
• Appendices - methodology, full assumptions, demand-model tables, Excel sheet index, company directory and related FMI research

Companies profiled include 24M Technologies, Inc., 2D Fab AB, 3DOM Inc., 6K Energy, AC Biode, Accurec Recycling GmbH, Achelous Pure Metal Company Limited, ACT-ion Battery Technologies, Addionics, Advanced Battery Recycle Co., Ltd. (ABR), Advanced Solid-State Electrolyte Technology Co., Ltd. (ASET), Advano, AE Elemental, AEGIS Critical Energy Defence Corp., AESC, AirMembrane Corporation, Albemarle, Allied Gra[hite, Allye Energy, Alsym Energy, Altairnano / Yinlong, Altech Batteries Ltd., Altilium Clean Technology, Altris AB, AMO Greentech, Ampcera, Inc., Amprius, Inc., Amtex, Anaphite Limited, Anhui Anwa New Energy, Anthro Energy, APB Corporation, Appear Inc., Arcadium Lithium, Argylium, Arkema, Asahi Kasei, Astracite, Ateios Systems, Atlas Materials, Attero Recycling, Australian Advanced Materials, Avanti Battery Company, AZUL Energy Co., Ltd, BAK Power Battery, Base Power, BASF, Basquevolt, Batrec Industrie AG, Battery Pollution Technologies, Battri, BatX Energies, Bedimensional S.p.A, BeePlanet Factory, Beijing Easpring, Beijing WeLion New Energy Technology, Bemp Research Company, BenAn Energy Technology, The BESSt Company, BGT Materials Ltd., Bihar Batteries, Birla Carbon, Biwatt Power, Black Diamond Structures, LLC, Blackstone Resources, Blue Current, Inc., Blue Solutions, Bodi, Inc., Breathe Battery Technologies, BrightVolt, Inc., Broadbit Batteries Oy, Brunp (CATL), BTR New Energy Materials, Inc., BTRY AG, BYD Energy Storage, Cabot Corporation, CALB, California Lithium Battery, CAMX Power, CAPCHEM, Carbon One, CarbonScape Ltd., CarbonX, CATL, CBAK Energy Technology, Inc., CCL Design, CEC Science & Technology Co., Ltd, CellCircle, CellCube, CellsX, CENS Materials Ltd., Central Glass Co., Ltd., Ceylon Graphene Technologies (Pvt) Ltd, Cham Battery Technology, Chasm Advanced Materials, Inc., Chemix, China Sodium-ion Times, Chongqing Tailan New Energy Co., Ltd., Cirba Solutions, Circunomics, CMBlu Energy AG, Cnano Technology (LB Group), CNGR, Connexx Systems Corp, Conovate, Coreshell, Customcells, cylib, Cymbet, Daejoo Electronic Materials, Daqus Energy, Denka, DFD, Do-Fluoride, Domolynx, Donut Lab Oy, Dotz Nano, DOWA Eco-System, Dreamweaver International, Duesenfeld GmbH, E-Magy, Easpring Finland New Materials, EBS Square, Ecellix, Echion Technologies and more...

1 EXECUTIVE SUMMARY

• 1.1 Report scope
• 1.2 Headline market size and growth
• 1.3 Key findings by value-chain segment
• 1.4 Material growth ranking
• 1.5 Company landscape at a glance

2 INTRODUCTION, SCOPE & METHODOLOGY

• 2.1 Study objectives and scope
• 2.2 Definitions and the boundary of the battery pack
• 2.3 Bottom-up demand methodology
• 2.4 Material-intensity framework (kg/kWh)
• 2.5 Pricing, data sources and assumptions
• 2.6 Limitations and confidence flags

3 GLOBAL LI-ION DEMAND & THE MATERIAL-INTENSITY MODEL

• 3.1 Global Li-ion demand by application
• 3.2 Cathode chemistry-mix evolution
• 3.3 Regional production of cells
• 3.4 From GWh to material demand
• 3.5 From demand to market value
• 3.6 End-market split (EV, ESS, consumer, other)

4 CATHODE ACTIVE MATERIALS

• 4.1 Overview and role in the cell
• 4.2 Chemistry landscape (LFP, NMC, NCA, LMFP)
• 4.3 Demand outlook by chemistry
• 4.4 Critical raw material - lithium
• 4.5 Critical raw material - nickel
• 4.6 Critical raw materials - cobalt & manganese
• 4.7 Supply landscape and geographic concentration
• 4.8 Pricing and cost structure
• 4.9 Technology & substitution (LMFP, sodium-ion)
• 4.10 Outlook

5 ANODE ACTIVE MATERIALS

• 5.1 Overview and role
• 5.2 Graphite - natural vs synthetic
• 5.3 Silicon anode materials (SiOx, nano-Si, Si-C)
• 5.4 Silicon loading roadmap and the 2028–2030 inflection
• 5.5 Demand outlook
• 5.6 Supply landscape
• 5.7 Pricing and cost structure
• 5.8 Technology & substitution
• 5.9 Outlook

6 ELECTROLYTE

• 6.1 Overview and function
• 6.2 Salts (LiPF₆, LiFSI)
• 6.3 Solvents (EC, DMC, EMC, DEC, PC)
• 6.4 Additives (VC, FEC)
• 6.5 Demand outlook
• 6.6 Supply landscape and pricing
• 6.7 Outlook

7 SEPARATORS

• 7.1 Overview and function
• 7.2 Wet vs dry-process base films
• 7.3 Ceramic-coated separators
• 7.4 Demand outlook
• 7.5 Supply landscape
• 7.6 Pricing and cost structure
• 7.7 Outlook

8 CONDUCTIVE ADDITIVES AND BINDERS

• 8.1 Overview and function
• 8.2 Conductive additives - carbon black
• 8.3 Conductive additives - CNT / SWCNT
• 8.4 Binders - PVDF
• 8.5 Binders - SBR / CMC
• 8.6 Demand outlook
• 8.7 Supply and pricing

9 CURRENT COLLECTORS

• 9.1 Overview and function
• 9.2 Battery-grade copper foil
• 9.3 Battery-grade aluminium foil
• 9.4 Foil-thickness trends and material efficiency
• 9.5 Demand outlook
• 9.6 Supply landscape and pricing
• 9.7 Outlook

10 DRY-ELECTRODE (SOLVENT-FREE PROCESSING)

• 10.1 Dry-electrode processing
• 10.2 Cell market and dry-process adoption
• 10.3 Impact on the binder market
• 10.4 Impact on the conductive-additives market
• 10.5 Cost, capex and qualification barriers
• 10.6 Outlook

11 MODULE MATERIALS

• 11.1 Overview - module vs cell-to-pack
• 11.2 Busbars and interconnects (Cu, Al)
• 11.3 Module insulation & dielectric films
• 11.4 Demand outlook (major-material level)
• 11.5 Supply and pricing

12 PACK-HOUSING & STRUCTURAL MATERIALS

• 12.1 Overview - the enclosure's structural role
• 12.2 Aluminium (extruded & die-cast)
• 12.3 High-strength steel
• 12.4 Structural composites (SMC/GFRP, CFRP)
• 12.5 Structural pack integration (CTP/CTB/CTC)
• 12.6 Demand outlook (major-material level)
• 12.7 Outlook

13 COMPARATIVE ANALYSIS, REGIONAL BREAKDOWN & SUPPLY-CHAIN RISK

• 13.1 Cross-material forecast comparison
• 13.2 Value-vs-volume divergence
• 13.3 Regional demand & value breakdown
• 13.4 Supply-chain concentration
• 13.5 Critical-material supply risk
• 13.6 Policy landscape (US IRA / 45X, EU CRMA)
• 13.7 Localisation outlook

14 SCENARIOS & SENSITIVITIES

• 14.1 Scenario framework
• 14.2 Chemistry-mix sensitivity
• 14.3 Silicon-loading sensitivity
• 14.4 Dry-process adoption sensitivity
• 14.5 Sodium-ion substitution sensitivity
• 14.6 Localisation sensitivity
• 14.7 Combined scenario outcomes

15 COMPANY PROFILES

• 15.1 Cathode active materials 96 (33 company profiles)
• 15.2 Anode - graphite & carbon 129 (24 company profiles)
• 15.3 Anode - silicon 153 (29 company profiles)
• 15.4 Electrolyte, salts & additives 183 (20 company profiles)
• 15.5 Separators 204 (11 company profiles)
• 15.6 Conductive additives (CNT, graphene, carbon black) 215 (28 company profiles)
• 15.7 Binders 249 (9 company profiles)
• 15.8 Current collectors (foils) 258 (11 company profiles)
• 15.9 Upstream raw & critical materials 269 (13 company profiles)
• 15.10 Li-ion cell & pack manufacturers 282 (43 company profiles)
• 15.11 Solid-state, Li-metal & Li-S 325 (40 company profiles)
• 15.12 Sodium-ion materials & cells 350 (18 company profiles)
• 15.13 Recycling & material recovery 364 (51 company profiles)
• 15.14 Additional advanced-battery & materials developers 405 (60 company profiles)

16 APPENDICES

• 16.1 Methodology detail & full assumption set
• 16.2 Demand-model tables (full annual series to 2037)
• 16.3 Glossary

17 REFERENCES