½ÃÀ庸°í¼­
»óǰÄÚµå
1644183

¼¼°èÀÇ EV ¹èÅ͸® ¼¿ ¹× ÆÑ Àç·á ½ÃÀå

EV Battery Cell and Pack Materials

¹ßÇàÀÏ: | ¸®¼­Ä¡»ç: Global Industry Analysts, Inc. | ÆäÀÌÁö Á¤º¸: ¿µ¹® 131 Pages | ¹è¼Û¾È³» : 1-2ÀÏ (¿µ¾÷ÀÏ ±âÁØ)

    
    
    



¡Ø º» »óǰÀº ¿µ¹® ÀÚ·á·Î Çѱ۰ú ¿µ¹® ¸ñÂ÷¿¡ ºÒÀÏÄ¡ÇÏ´Â ³»¿ëÀÌ ÀÖÀ» °æ¿ì ¿µ¹®À» ¿ì¼±ÇÕ´Ï´Ù. Á¤È®ÇÑ °ËÅ並 À§ÇØ ¿µ¹® ¸ñÂ÷¸¦ Âü°íÇØÁֽñ⠹ٶø´Ï´Ù.

EV ¹èÅ͸® ¼¿ ¹× ÆÑ Àç·á ¼¼°è ½ÃÀåÀº 2030³â±îÁö 487¾ï ´Þ·¯¿¡ ´ÞÇÒ Àü¸Á

2024³â¿¡ 211¾ï ´Þ·¯·Î ÃßÁ¤µÇ´Â EV ¹èÅ͸® ¼¿ ¹× ÆÑ Àç·á ¼¼°è ½ÃÀåÀº 2024³âºÎÅÍ 2030³â±îÁö ¿¬Æò±Õ 15.0%·Î ¼ºÀåÇÏ¿© 2030³â¿¡´Â 487¾ï ´Þ·¯¿¡ ´ÞÇÒ °ÍÀ¸·Î ¿¹»óµË´Ï´Ù. º» º¸°í¼­¿¡¼­ ºÐ¼®ÇÑ ºÎ¹® Áß ÇϳªÀÎ ¸®Æ¬À̿ ¹èÅ͸® ¼¿ ¹× ÆÑ Àç·á´Â CAGR 15.2%¸¦ ±â·ÏÇÏ¿© ºÐ¼® ±â°£ Á¾·á ½ÃÁ¡¿¡ 445¾ï ´Þ·¯¿¡ µµ´ÞÇÒ °ÍÀ¸·Î ¿¹»óµË´Ï´Ù. ³³Ãà¹èÅ͸® ¼¿ ¹× ÆÑ Àç·á ºÐ¾ßÀÇ ¼ºÀå·üÀº ºÐ¼® ±â°£ µ¿¾È CAGR 10.3%·Î ÃßÁ¤µË´Ï´Ù.

¹Ì±¹ ½ÃÀå 55¾ï ´Þ·¯·Î ÃßÁ¤, Áß±¹Àº CAGR 14.1%·Î ¼ºÀå Àü¸Á

¹Ì±¹ÀÇ EV ¹èÅ͸® ¼¿ ¹× ÆÑ Àç·á ½ÃÀåÀº 2024³â 55¾ï ´Þ·¯¿¡ ´ÞÇÒ °ÍÀ¸·Î ÃßÁ¤µË´Ï´Ù. ¼¼°è 2À§ÀÇ °æÁ¦ ´ë±¹ÀÎ Áß±¹Àº 2030³â±îÁö 75¾ï ´Þ·¯ÀÇ ½ÃÀå ±Ô¸ð¿¡ µµ´ÞÇÒ °ÍÀ¸·Î ¿¹»óµÇ¸ç, 2024-2030³â ºÐ¼® ±â°£ µ¿¾È 14.1%ÀÇ CAGRÀ» ±â·ÏÇÒ °ÍÀ¸·Î ¿¹»óµË´Ï´Ù. ´Ù¸¥ ÁÖ¸ñÇÒ ¸¸ÇÑ Áö¿ª ½ÃÀåÀ¸·Î´Â ÀϺ»°ú ij³ª´Ù°¡ ºÐ¼® ±â°£ µ¿¾È °¢°¢ 13.8%¿Í 12.9%ÀÇ CAGRÀ» ±â·ÏÇÒ °ÍÀ¸·Î ¿¹»óµË´Ï´Ù. À¯·´¿¡¼­´Â µ¶ÀÏÀÌ CAGR 11.0%·Î ¼ºÀåÇÒ °ÍÀ¸·Î ¿¹»óµË´Ï´Ù.

¼¼°è EV ¹èÅ͸® ¼¿ ¹× ÆÑ ¼ÒÀç ½ÃÀå - ÁÖ¿ä µ¿Çâ ¹× ÃËÁø¿äÀÎ ¿ä¾à

EV ¹èÅ͸® ¼¿ ¹× ÆÑ Àç·á ½ÃÀåÀÇ ¼ºÀå ÃËÁø¿äÀÎÀº ¹«¾ùÀΰ¡?

EV ¹èÅ͸® ¼¿ ¹× ÆÑ Àç·á ½ÃÀåÀÇ ¼ºÀåÀº ÁÖ·Î Àü ¼¼°èÀûÀ¸·Î Àü±âÀÚµ¿Â÷(EV)ÀÇ º¸±ÞÀÌ °¡¼ÓÈ­µÇ°í Àֱ⠶§¹®ÀÔ´Ï´Ù. Àü±âÀÚµ¿Â÷¿¡ ´ëÇÑ ¼ö¿ä°¡ Áõ°¡ÇÔ¿¡ µû¶ó ÀÚµ¿Â÷ Á¦Á¶¾÷üµéÀº º¸´Ù È¿À²ÀûÀÌ°í °í¼º´ÉÀÇ ¹èÅ͸® °³¹ß¿¡ Á¡Á¡ ´õ ¸¹Àº ³ë·ÂÀ» ±â¿ïÀ̰í ÀÖÀ¸¸ç, EV ¹èÅ͸® ¼¿°ú ÆÑÀº ¿ì¼öÇÑ ¿¡³ÊÁö ¹Ðµµ, ºü¸¥ ÃæÀü ¹× ¹èÅ͸® ¼ö¸í ¿¬ÀåÀ» À§ÇØ ¸®Æ¬, ´ÏÄÌ, ÄÚ¹ßÆ®, Èæ¿¬ µî ƯÁ¤ Àç·á°¡ ÇÊ¿äÇÕ´Ï´Ù. µî ƯÁ¤ ¼ÒÀç°¡ ÇÊ¿äÇÕ´Ï´Ù. ÀÌ·¯ÇÑ Àü±âÀÚµ¿Â÷ ¼ö¿äÀÇ ±ÞÁõÀº ÀÌ·¯ÇÑ Àç·á¸¦ Á¶´ÞÇÏ°í ¹èÅ͸® »ý»ê¿¡ ÅëÇÕÇØ¾ß ÇÒ Çʿ伺À» Á÷Á¢ÀûÀ¸·Î Áõ°¡½Ã۰í ÀÖ½À´Ï´Ù.

Á¤ºÎ¿Í ȯ°æ´Üü°¡ ź¼Ò ¹èÃâ·® °¨ÃàÀ» ¿ËÈ£Çϰí Áö¼Ó°¡´É¼º°ú ģȯ°æ ¿¡³ÊÁö·ÎÀÇ ÀüȯÀ» ÃßÁøÇÏ´Â °Íµµ Å« ¿øµ¿·ÂÀÌ µÇ°í ÀÖÀ¸¸ç, EV´Â ÀÌ·¯ÇÑ Àüȯ¿¡ Áß¿äÇÑ ¿ªÇÒÀ» Çϰí ÀÖ½À´Ï´Ù. ÀÚµ¿Â÷ Á¦Á¶»çµéÀº »ý»ê·®À» ´Ã¸®°í ÀÖ½À´Ï´Ù. Àü±âÀÚµ¿Â÷¿¡ ÇʼöÀûÀÎ ºÎǰÀÎ Àü±âÀÚµ¿Â÷ ¹èÅ͸® ¼¿°ú ÆÑÀÇ °³¹ßÀº ÀÌ·¯ÇÑ ¿¡³ÊÁö ÀüȯÀÇ ¼º°ø¿¡ ÇʼöÀûÀÎ ¿ä¼Ò·Î ¿©°ÜÁö°í ÀÖ½À´Ï´Ù. µû¶ó¼­ ÀÌ·¯ÇÑ ¹èÅ͸®¿¡ »ç¿ëµÇ´Â Àç·á ½ÃÀåÀº ¼ö¿ä Áõ°¡¿¡ ´ëÀÀÇϱâ À§ÇØ °¡¼ÓÀûÀ¸·Î ¼ºÀåÇϰí ÀÖ½À´Ï´Ù.

¶ÇÇÑ, Á¤ºÎ¿Í ¹Î°£ ±â¾÷ ¸ðµÎ ¹èÅ͸® °ø±Þ¸Á¿¡ ´ëÇÑ ´ë±Ô¸ð ÅõÀÚ·Î ÀÎÇØ ¿øÀÚÀç¿¡ ´ëÇÑ ¼ö¿ä°¡ Áõ°¡Çϰí ÀÖ½À´Ï´Ù. Á¦Á¶¾÷üµéÀº ¸®Æ¬, ´ÏÄÌ, ÄÚ¹ßÆ® ¹× ±âŸ ÈñÅä·ù ¿ø¼Ò¿Í °°Àº ÁÖ¿ä Àç·áÀÇ ¾ÈÁ¤ÀûÀÎ °ø±Þ¿øÀ» È®º¸Çϱâ À§ÇØ ³ë·ÂÇϰí ÀÖ½À´Ï´Ù. Áß±¹, È£ÁÖ, Ä¥·¹¿Í °°Àº ±¹°¡µéÀº ÀÌ·¯ÇÑ ¿øÀÚÀç ä±¼ ¹× °ø±ÞÀÇ Áß½ÉÀÌ µÇ°í ÀÖÀ¸¸ç, ÀÚµ¿Â÷ Á¦Á¶¾÷ü¿Í ¹èÅ͸® Á¦Á¶¾÷üµéÀº ¾ÈÁ¤ÀûÀÌ°í ºñ¿ë È¿À²ÀûÀÎ °ø±ÞÀ» º¸ÀåÇϱâ À§ÇØ Àü·«Àû ÆÄÆ®³Ê½ÊÀ» ±¸ÃàÇϰí ÀÖ½À´Ï´Ù. ÀûÀýÇÑ ¼ÒÀç Á¶ÇÕÀ» È®º¸ÇÏ°í ±â´ëµÇ´Â ¼º´ÉÀ» ÃæÁ·½Ã۱â À§ÇÑ ±â¼ú Çõ½Å¿¡ ´ëÇÑ ÅõÀÚ°¡ Áõ°¡Çϰí ÀÖ½À´Ï´Ù.

±â¼ú Çõ½ÅÀº ¾î¶»°Ô EV ¹èÅ͸® ¼¿ ¹× ÆÑ Àç·á¸¦ Çü¼ºÇϰí Àִ°¡?

¹èÅ͸® È­ÇÐ ¹× Á¦Á¶ °øÁ¤ÀÇ ±â¼ú ¹ßÀüÀº EV ¹èÅ͸®¿¡ »ç¿ëµÇ´Â Àç·á¿¡ Çõ¸íÀ» ÀÏÀ¸ÄÑ ¹èÅ͸® ¼¿ ¹× ¹èÅ͸® ÆÑ Àç·á ½ÃÀå¿¡ Å« ¿µÇâÀ» ¹ÌÄ¡°í ÀÖ½À´Ï´Ù. °¡Àå ÁÖ¸ñÇÒ¸¸ÇÑ ±â¼ú Çõ½Å Áß Çϳª´Â ±âÁ¸ ¸®Æ¬À̿ ¹èÅ͸®¿¡ ºñÇØ ´õ ³ôÀº ¿¡³ÊÁö ¹Ðµµ, ´õ ³ôÀº ¾ÈÀü¼º ¹× ´õ ºü¸¥ ÃæÀü ½Ã°£À» ¾à¼ÓÇÏ´Â °íü ¹èÅ͸®·ÎÀÇ ÀüȯÀÔ´Ï´Ù. °íü ¹èÅ͸®´Â ¾×ü ÀüÇØÁú ´ë½Å °íü ÀüÇØÁú°ú °°Àº ´Ù¸¥ ¹°ÁúÀ» »ç¿ëÇϱ⠶§¹®¿¡ ¿¡³ÊÁö È¿À²ÀÌ Çâ»óµÇ°í È­Àç À§ÇèÀÌ °¨¼ÒÇÕ´Ï´Ù. ÀÌ·¯ÇÑ ±â¼úÀÌ ¼º¼÷ÇØÁü¿¡ µû¶ó ´ë·® »ý»êÀ» À§ÇÑ »õ·Î¿î Àç·á°¡ ÇÊ¿äÇϸç, ÀÌ´Â ÀÌ ½ÃÀåÀÇ Àç·á °ø±Þ¾÷ü¿Í Á¦Á¶¾÷ü¿¡°Ô Å« ¼ºÀå ±âȸ¸¦ Á¦°øÇÒ °ÍÀÔ´Ï´Ù.

EV ¹èÅ͸® ºÐ¾ßÀÇ ¶Ç ´Ù¸¥ Áß¿äÇÑ ±â¼ú Çõ½ÅÀº ´ëü ¾ç±Ø ¹× À½±Ø Àç·áÀÇ °³¹ßÀÔ´Ï´Ù. ÇöÀç ¸®Æ¬À̿ ¹èÅ͸®´Â ÁÖ·Î ´ÏÄÌ, ÄÚ¹ßÆ®, Èæ¿¬¿¡ ÀÇÁ¸Çϰí ÀÖÁö¸¸, ÈñÅä·ù¿¡ ´ëÇÑ ÀÇÁ¸µµ¸¦ ÁÙÀ̱â À§ÇØ ´õ dzºÎÇϰí Àú·ÅÇÑ Àç·á¸¦ »ç¿ëÇÏ·Á´Â ¿òÁ÷ÀÓÀÌ È°¹ßÇÕ´Ï´Ù. ¿¬±¸ÀÚµéÀº ½Ç¸®ÄÜ ±â¹Ý À½±Ø°ú ¸®Æ¬Àλêö(LFP) ¾ç±Ø°ú °°ÀÌ ´õ Àú·ÅÇÏ°í ¾ÈÀü¼ºÀ» Çâ»ó½Ãų ¼ö Àִ ÷´Ü ¼ÒÀ縦 °³¹ßÇϱâ À§ÇØ ³ë·ÂÇϰí ÀÖ½À´Ï´Ù. ÀÌ·¯ÇÑ ½Å¼ÒÀç °³¹ßÀº ´Ù¾çÇÑ Á¾·ùÀÇ ¿ø·á¿¡ ´ëÇÑ ¼ö¿ä¸¦ ÃËÁøÇϰí, ÀÌ·¯ÇÑ Ã·´Ü ±â¼ú¿¡ ¸Â´Â »õ·Î¿î »ý»ê ½Ã¼³ÀÇ °Ç¼³·Î À̾îÁú °ÍÀ¸·Î ¿¹»óµË´Ï´Ù.

¹èÅ͸® ÀçȰ¿ë ±â¼úµµ ½ÃÀå¿¡ Å« ¿µÇâÀ» ¹ÌÄ¡°í ÀÖ½À´Ï´Ù. »ç¿ëÇÑ Àü±âÀÚµ¿Â÷ ¹èÅ͸®¿¡¼­ ¸®Æ¬, ´ÏÄÌ, ÄÚ¹ßÆ® µî ±ÍÁßÇÑ ¹°ÁúÀ» ȸ¼öÇÒ ¼ö Àֱ⠶§¹®¿¡ ä±¼·Î ÀÎÇÑ È¯°æ ¿µÇâÀ» ¿ÏÈ­ÇÏ°í °ø±Þ ºÎÁ·À» ÇØ¼ÒÇÏ´Â µ¥ µµ¿òÀÌ µÉ ¼ö ÀÖ½À´Ï´Ù. ÀϺΠ±â¾÷°ú ¿¬±¸±â°üÀº ¹èÅ͸® ÀçȰ¿ë °øÁ¤ÀÇ È¿À²¼ºÀ» Çâ»ó½Ãų ¼ö ÀÖ´Â Çõ½ÅÀûÀÎ ¹æ¹ýÀ» ¸ð»öÇϰí ÀÖ½À´Ï´Ù. À̰ÍÀÌ ¼º°øÇÑ´Ù¸é, º¸´Ù ¼øÈ¯ÀûÀÎ °ø±Þ¸ÁÀ» ½ÇÇöÇϰí EV ¹èÅ͸® »ý»êÀ» º¸´Ù Áö¼Ó°¡´ÉÇÏ°Ô ¸¸µé¾î ¹Ì·¡¿¡ Áß¿äÇÑ Àç·áÀÇ ¾ÈÁ¤ÀûÀÎ °ø±ÞÀ» º¸ÀåÇÒ ¼ö ÀÖÀ» °ÍÀÔ´Ï´Ù. ÀçȰ¿ë ±â¼úÀÇ ¹ßÀüÀº ¹èÅ͸® ¼³°èÀÇ ¹ßÀü°ú ÇÔ²² EV ¹èÅ͸® ¼¿ ¹× ÆÑÀÇ Àç·á Á¶´Þ ¹× »ç¿ëÀÇ È¿À²¼ºÀ» ³ôÀ̰í ÀÖ½À´Ï´Ù.

EV ¹èÅ͸® ¼¿ ¹× ÆÑ ¼ÒÀçÀÇ Áö¼Ó°¡´É¼º °úÁ¦¿Í ±âȸ´Â ¹«¾ùÀΰ¡?

Áö¼Ó°¡´É¼ºÀº Àü±âÀÚµ¿Â÷ ¹èÅ͸® ¼¿ ¹× ÆÑ Àç·á ½ÃÀå¿¡¼­ Áß¿äÇÑ °úÁ¦ÀÌÀÚ ±âȸÀÔ´Ï´Ù. Àü±âÀÚµ¿Â÷´Â ÀÌ»êȭź¼Ò ¹èÃâ·®À» ÁÙÀ̱â À§ÇÑ Áß¿äÇÑ ÇØ°áÃ¥À¸·Î ¿©°ÜÁöÁö¸¸, Àü±âÀÚµ¿Â÷ ¹èÅ͸®¸¦ »ý»êÇϱâ À§Çؼ­´Â ȯ°æ°ú »çȸ¿¡ Å« ¿µÇâÀ» ¹ÌÄ¥ ¼ö ÀÖ´Â ±Ý¼Ó ¹× ±¤¹° ä±¼ÀÌ ÇÊ¿äÇÕ´Ï´Ù. ƯÈ÷ ¸®Æ¬, ÄÚ¹ßÆ®, ´ÏÄÌÀº ±ÔÁ¦ °¨½Ã°¡ Á¦ÇÑÀûÀÎ Áö¿ª¿¡¼­ ä±¼µÇ´Â °æ¿ì°¡ ¸¹¾Æ ȯ°æ ÆÄ±«¿Í ÀÎ±Ç Ä§ÇØÀÇ ¿ì·Á¸¦ ³º°í ÀÖÀ¸¸ç, Àü±âÀÚµ¿Â÷ ¹èÅ͸®¿¡ ´ëÇÑ ¼ö¿ä°¡ ±ÞÁõÇÔ¿¡ µû¶ó ÀÌ·¯ÇÑ Àç·á¸¦ Áö¼Ó°¡´ÉÇϰí À±¸®ÀûÀ¸·Î Á¶´ÞÇÏ´Â ¹æ¹ýÀ» ã´Â °ÍÀÌ ¾÷°è¿¡¼­ Á¡Á¡ ´õ Å« °úÁ¦·Î ¶°¿À¸£°í ÀÖ½À´Ï´Ù. Á¡Á¡ ´õ Å« µµÀüÀÌ µÇ°í ÀÖ½À´Ï´Ù.

±×·¯³ª Áö¼Ó°¡´É¼ºÀ̶ó´Â °úÁ¦´Â Çõ½ÅÀÇ ±âȸÀ̱⵵ Çϸç, Àü±âÀÚµ¿Â÷ ¾÷°è´Â ģȯ°æ ä±¼ ±â¼ú¿¡ ´ëÇÑ ÅõÀÚ, ÀçȰ¿ë ½Ã½ºÅÛ °³¼±, ÈñÅä·ù ´ëü Àç·á °³¹ß µîÀ» ÅëÇØ Àüü ¹èÅ͸® °ø±Þ¸ÁÀ» º¸´Ù Áö¼Ó°¡´ÉÇÏ°Ô ¸¸µå´Â µ¥ Á¡Á¡ ´õ ¸¹Àº ³ë·ÂÀ» ±â¿ïÀ̰í ÀÖ½À´Ï´Ù. ¿¹¸¦ µé¾î, ±â¾÷µéÀº Æó±âµÈ ÀüÀÚÁ¦Ç°¿¡¼­ ±¤¹°À» ÃßÃâÇÏ´Â »õ·Î¿î ¹æ¹ýÀ» ¸ð»öÇϰųª ¹èÅ͸® »ý»ê¿¡ ¹ÙÀÌ¿À ±â¹Ý Àç·á¸¦ »ç¿ëÇÏ´Â µî ´Ù¾çÇÑ ¹æ¹ýÀ» ¸ð»öÇϰí ÀÖ½À´Ï´Ù. Áö¼Ó°¡´ÉÇÑ Ã¤±¼ ¹æ¹ý°ú °ø±Þ¸Á Åõ¸í¼ºÀÇ Çõ½ÅÀº ¹èÅ͸® Àç·á Á¶´Þ°ú °ü·ÃµÈ À±¸®Àû, ȯ°æÀû ¹®Á¦¸¦ ÇØ°áÇÏ´Â µ¥ µµ¿òÀÌ µÇ°í ÀÖ½À´Ï´Ù.

¶ÇÇÑ, Æó¼â ·çÇÁ ÀçȰ¿ë °øÁ¤ÀÇ ºÎ»óÀº »õ·Î ä±¼µÈ Àç·á¿¡ ´ëÇÑ ÀÇÁ¸µµ¸¦ ÁÙÀÏ ¼ö ÀÖ´Â Èï¹Ì·Î¿î ±âȸ¸¦ Á¦°øÇϰí ÀÖ½À´Ï´Ù. ÀçȰ¿ëµÈ Àç·á´Â »õ·Î¿î ¹èÅ͸® »ý»ê¿¡ Àç»ç¿ëÇÒ ¼ö ÀÖ¾î Àüü ȯ°æ ¹ßÀÚ±¹À» ÁÙÀÏ ¼ö ÀÖ½À´Ï´Ù. ¶ÇÇÑ, ¹èÅ͸® Á¦Á¶¾÷üµéÀº ¿À·¡µÈ ¹èÅ͸®¿¡¼­ ´õ ¸¹Àº ±ÍÁßÇÑ Àç·á¸¦ ȸ¼öÇÒ ¼ö ÀÖ´Â º¸´Ù È¿À²ÀûÀÎ ÀçȰ¿ë ¹æ¹ýÀ» °³¹ßÇϱâ À§ÇØ ¿¬±¸°³¹ß¿¡ ÅõÀÚÇϰí ÀÖ½À´Ï´Ù. ÀÌ·¯ÇÑ ³ë·ÂÀÌ ¼º°øÇÑ´Ù¸é, Àü±âÀÚµ¿Â÷ ¹èÅ͸® »ý»êÀ¸·Î ÀÎÇÑ È¯°æ ¿µÇâÀ» ÁÙÀ̰í, ¼ºÀåÇÏ´Â Àü±âÀÚµ¿Â÷ ½ÃÀå¿¡ º¸´Ù Áö¼Ó°¡´ÉÇÑ Àç·á °ø±ÞÀ» º¸ÀåÇÏ´Â µ¥ Áß¿äÇÑ ¿ªÇÒÀ» ÇÒ ¼ö ÀÖÀ» °ÍÀÔ´Ï´Ù.

EV ¹èÅ͸® ¼¿ ¹× ÆÑ Àç·áÀÇ ÁÖ¿ä ¼ºÀå ¿äÀÎÀº ¹«¾ùÀΰ¡?

EV ¹èÅ͸® ¼¿ ¹× ÆÑ Àç·á ½ÃÀåÀÇ ¼ºÀåÀº Àü±âÀÚµ¿Â÷ÀÇ ´ëÁßÈ­, ¹èÅ͸® ±â¼úÀÇ ¹ßÀü, ȯ°æ ¹®Á¦ÀÇ Áõ°¡ µî ¸î °¡Áö Áß¿äÇÑ ¿äÀο¡ ÀÇÇØ ÁÖµµµÇ°í ÀÖ½À´Ï´Ù. ÀüÅëÀûÀÎ ³»¿¬±â°ü ÀÚµ¿Â÷¸¦ ´ëüÇÒ ¼ö ÀÖ´Â ±ú²ýÇÑ ´ë¾ÈÀ¸·Î Àü±âÀÚµ¿Â÷·ÎÀÇ ÀüȯÀº °í¼º´É ¹èÅ͸®¿¡ ´ëÇÑ ¼ö¿ä¸¦ Áõ°¡½Ã۰í ÀÖ½À´Ï´Ù. ÀÚµ¿Â÷ Á¦Á¶¾÷üµéÀÌ ±ÔÁ¦ ±âÁذú ¼ÒºñÀÚ ¼ö¿ä¸¦ ÃæÁ·½Ã۱â À§ÇØ Àü±âÀÚµ¿Â÷ »ý»êÀ» È®´ëÇÔ¿¡ µû¶ó ¸®Æ¬, ÄÚ¹ßÆ®, ´ÏÄÌ, Èæ¿¬°ú °°Àº ÇÙ½É ¼ÒÀç¿¡ ´ëÇÑ ¼ö¿ä°¡ ±ÞÁõÇϰí ÀÖ½À´Ï´Ù.

°íü ¹èÅ͸® ¹× ´ëü ¾ç±Ø ¹× À½±Ø Àç·áÀÇ °³¹ß°ú °°Àº ±â¼ú Çõ½ÅÀº ¹èÅ͸® »ý»êÀÇ ¹Ì·¡¸¦ Çü¼ºÇÏ´Â µ¥ Áß¿äÇÑ ¿ªÇÒÀ» Çϰí ÀÖ½À´Ï´Ù. ÀÌ·¯ÇÑ ¹ßÀüÀº Àü±âÀÚµ¿Â÷ ¹èÅ͸®ÀÇ ¿¡³ÊÁö È¿À²¼º, ¾ÈÀü¼º ¹× ºñ¿ë È¿À²¼ºÀ» Çâ»ó½ÃÄÑ »õ·Î¿î Àç·á¿¡ ´ëÇÑ ¼ö¿ä¸¦ Áõ°¡½ÃŰ°í °ø±Þ¸Á¿¡ »õ·Î¿î ±âȸ¸¦ âÃâÇÒ °ÍÀ¸·Î ¿¹»óµË´Ï´Ù. µ¿½Ã¿¡ ¹èÅ͸® ÀçȰ¿ë ±â¼úÀÇ ¼ºÀåÀº ¹èÅ͸® »ý»êÀ»À§ÇÑ Àç·áÀǺ¸´Ù ¼øÈ¯ÀûÀÎ °ø±ÞÀ» º¸ÀåÇÏ¿©º¸´Ù Áö¼Ó°¡´ÉÇÑ ½ÃÀå¿¡ ±â¿©Çϰí ÀÖ½À´Ï´Ù.

Áö¼Ó°¡´É¼º, À±¸®Àû Á¶´Þ, ¹èÅ͸® »ý»êÀ¸·Î ÀÎÇÑ È¯°æ ¿µÇâ °¨¼Ò¿¡ ´ëÇÑ °ü½ÉÀÌ ³ô¾ÆÁö¸é¼­ Àü±âÀÚµ¿Â÷ ¹èÅ͸® ¼¿ ¹× ÆÑ ¼ÒÀç ½ÃÀåµµ º¯È­Çϰí ÀÖ½À´Ï´Ù. ģȯ°æÀûÀΠä±¼ ¹æ¹ýÀÇ °³¹ß, ÀçȰ¿ë·ü Çâ»ó, ÈñÅä·ù ±Ý¼Ó ÀÇÁ¸µµ °¨¼Ò¸¦ À§ÇÑ ³ë·ÂÀº Á¦Á¶¾÷üµéÀÌ Çõ½ÅÀûÀÎ ¼ÒÀç ¼Ö·ç¼Ç¿¡ ÅõÀÚÇϵµ·Ï À¯µµÇϰí ÀÖ½À´Ï´Ù. ÀÌ·¯ÇÑ Áö¼Ó°¡´É¼º Áß½ÉÀÇ Çõ½ÅÀº ¾÷°è°¡ ģȯ°æÀûÀÎ ¹æ½ÄÀ¸·Î Àü±âÀÚµ¿Â÷ ¼ö¿ä Áõ°¡¿¡ ´ëÀÀÇϱâ À§ÇØ ³ë·ÂÇÏ´Â °¡¿îµ¥ ½ÃÀå¿¡ Å« ¿µÇâÀ» ¹ÌÄ¥ °ÍÀ¸·Î º¸ÀÔ´Ï´Ù.

ºÎ¹®

¹èÅ͸® Á¾·ù(¸®Æ¬À̿ ¹èÅ͸®, ³³Ãà¹èÅ͸®, ´ÏÄ̼ö¼ÒÀüÁö, ¿ïÆ®¶óÄ¿ÆÐ½ÃÅÍ, ³ªÆ®·ýÀÌ¿ÂÀüÁö), Â÷·® Á¾·ù(¹èÅ͸® Àü±âÀÚµ¿Â÷(BEV), ÇÏÀ̺긮µå Àü±âÀÚµ¿Â÷(HEV), Ç÷¯±×ÀÎ ÇÏÀ̺긮µå Àü±âÀÚµ¿Â÷(PHEV), ¿¬·áÀüÁö Àü±âÀÚµ¿Â÷(FCEV)), ¼ö¼ÒÀü±âÀÚµ¿Â÷(FCEV)) FCEV))

Á¶»ç ´ë»ó ±â¾÷ »ç·Ê(ÃÑ 25°Ç)

  • BYD Co., Ltd.
  • CALB-CALB Co.
  • Contemporary Amperex Technology Co., Limited
  • LG Chem
  • Panasonic Industry Co., Ltd.
  • SABIC(Saudi Basic Industries Corporation)
  • Samsung SDI Co., Ltd.
  • Shenzhen GREPOW Battery Co., Ltd.
  • SK Innovation Co., Ltd.

¸ñÂ÷

Á¦1Àå Á¶»ç ¹æ¹ý

Á¦2Àå ÁÖ¿ä ¿ä¾à

  • ½ÃÀå °³¿ä
  • ÁÖ¿ä ±â¾÷
  • ½ÃÀå µ¿Çâ°ú ¼ºÀå ÃËÁø¿äÀÎ
  • ¼¼°è ½ÃÀå Àü¸Á

Á¦3Àå ½ÃÀå ºÐ¼®

  • ¹Ì±¹
  • ij³ª´Ù
  • ÀϺ»
  • Áß±¹
  • À¯·´
  • ÇÁ¶û½º
  • µ¶ÀÏ
  • ÀÌÅ»¸®¾Æ
  • ¿µ±¹
  • ±âŸ À¯·´
  • ¾Æ½Ã¾ÆÅÂÆò¾ç
  • ±âŸ Áö¿ª

Á¦4Àå °æÀï

KSM 25.03.04

Global EV Battery Cell and Pack Materials Market to Reach US$48.7 Billion by 2030

The global market for EV Battery Cell and Pack Materials estimated at US$21.1 Billion in the year 2024, is expected to reach US$48.7 Billion by 2030, growing at a CAGR of 15.0% over the analysis period 2024-2030. Lithium-Ion Battery Cell and Pack Materials, one of the segments analyzed in the report, is expected to record a 15.2% CAGR and reach US$44.5 Billion by the end of the analysis period. Growth in the Lead-Acid Battery Cell and Pack Materials segment is estimated at 10.3% CAGR over the analysis period.

The U.S. Market is Estimated at US$5.5 Billion While China is Forecast to Grow at 14.1% CAGR

The EV Battery Cell and Pack Materials market in the U.S. is estimated at US$5.5 Billion in the year 2024. China, the world's second largest economy, is forecast to reach a projected market size of US$7.5 Billion by the year 2030 trailing a CAGR of 14.1% over the analysis period 2024-2030. Among the other noteworthy geographic markets are Japan and Canada, each forecast to grow at a CAGR of 13.8% and 12.9% respectively over the analysis period. Within Europe, Germany is forecast to grow at approximately 11.0% CAGR.

Global EV Battery Cell and Pack Materials Market - Key Trends & Drivers Summarized

What Are the Key Drivers of Growth in the EV Battery Cell and Pack Materials Market?

The growth of the EV Battery Cell and Pack Materials market is primarily driven by the accelerating adoption of electric vehicles (EVs) worldwide. As the demand for electric cars continues to rise, automakers are increasingly focused on developing more efficient and high-performance batteries. EV battery cells and packs require specific materials, including lithium, nickel, cobalt, and graphite, to ensure superior energy density, faster charging, and longer battery life. This surge in demand for EVs is directly increasing the need for these materials to be sourced and incorporated into battery production.

Another major driver is the global shift toward sustainability and green energy, with governments and environmental organizations advocating for reduced carbon emissions. EVs play a crucial role in this transition, and as more nations introduce stringent emission regulations and provide incentives for EV purchases, automakers are ramping up their production. The development of EV battery cells and packs, which are essential components for electric vehicles, is seen as critical to the success of this energy transition. Therefore, the market for materials that go into these batteries is experiencing accelerated growth to meet the rising demand.

In addition, significant investments in the battery supply chain by both governments and private companies are pushing forward the demand for raw materials. Manufacturers are keen on securing reliable sources of key materials such as lithium, nickel, cobalt, and other rare earth elements. Countries like China, Australia, and Chile are becoming central players in the extraction and supply of these materials, while automakers and battery manufacturers are establishing strategic partnerships to ensure stable and cost-effective supplies. As the EV industry continues to scale, there is increasing investment in securing the right mix of materials and innovating to meet performance expectations.

How Are Technological Innovations Shaping EV Battery Cell and Pack Materials?

Technological advancements in battery chemistry and manufacturing processes are revolutionizing the materials used in EV batteries, significantly impacting the market for battery cell and pack materials. One of the most notable innovations is the move toward solid-state batteries, which promise higher energy densities, greater safety, and faster charging times compared to traditional lithium-ion batteries. Solid-state batteries use different materials, such as solid electrolytes instead of liquid ones, which increases energy efficiency and reduces fire risk. As these technologies mature, they will require new materials for mass production, providing significant growth opportunities for material suppliers and manufacturers in this market.

Another key innovation in the EV battery space is the development of alternative cathode and anode materials. Currently, lithium-ion batteries predominantly rely on nickel, cobalt, and graphite, but there is a growing push toward using more abundant and less expensive materials to reduce reliance on rare earth metals. Researchers are working on advanced materials such as silicon-based anodes and lithium iron phosphate (LFP) cathodes, which could offer lower costs and improved safety profiles. The development of these new materials is expected to drive demand for different types of raw materials and lead to the construction of new production facilities tailored to these advanced technologies.

Battery recycling technologies are also having a profound impact on the market. The potential to recover valuable materials like lithium, nickel, and cobalt from used EV batteries could mitigate the environmental impact of mining and help alleviate supply shortages. Several companies and research institutions are exploring innovative ways to improve the efficiency of battery recycling processes. If successful, this could lead to a more circular supply chain, making EV battery production more sustainable and ensuring a steady supply of critical materials in the future. Technological progress in recycling, along with advancements in battery design, is encouraging greater efficiency in the sourcing and use of materials for EV battery cells and packs.

What Are the Sustainability Challenges and Opportunities in EV Battery Cell and Pack Materials?

Sustainability is a critical challenge and opportunity in the EV Battery Cell and Pack Materials market. While electric vehicles are seen as a key solution to reducing carbon emissions, the production of EV batteries requires the mining of metals and minerals that can have significant environmental and social impacts. Lithium, cobalt, and nickel, in particular, are often extracted from regions with limited regulatory oversight, leading to concerns about environmental degradation and human rights abuses. As demand for EV batteries surges, finding sustainable, ethical ways to source these materials is a growing challenge for the industry.

However, the sustainability challenge also presents an opportunity for innovation. The EV industry is increasingly focused on making the entire battery supply chain more sustainable by investing in green mining technologies, improving recycling systems, and developing alternatives to rare earth materials. For example, companies are exploring new methods of extracting minerals from discarded electronics or using bio-based materials for battery production. Innovations in sustainable mining practices and supply chain transparency are helping address the ethical and environmental concerns associated with battery material sourcing.

Moreover, the rise of closed-loop recycling processes presents an exciting opportunity for reducing the reliance on newly mined materials. Recycled materials can be reintroduced into the production of new batteries, reducing the overall environmental footprint. In addition, battery manufacturers are investing in research and development to create more efficient recycling methods that can recover a greater proportion of valuable materials from old batteries. If these efforts prove successful, they will play a crucial role in reducing the environmental impact of EV battery production and ensuring a more sustainable supply of materials for the growing electric vehicle market.

What Are the Key Drivers for the Growth of EV Battery Cell and Pack Materials?

The growth in the EV Battery Cell and Pack Materials market is driven by several key factors, including the increasing adoption of electric vehicles, advancements in battery technology, and rising environmental concerns. The global shift toward electric vehicles as a cleaner alternative to traditional combustion engine cars is boosting the demand for high-performance batteries. As automakers ramp up their EV production to meet regulatory standards and consumer demand, the need for critical materials such as lithium, cobalt, nickel, and graphite has skyrocketed.

Technological innovations, such as the development of solid-state batteries and alternative cathode and anode materials, are playing a significant role in shaping the future of battery production. These advancements are expected to improve the energy efficiency, safety, and cost-effectiveness of EV batteries, thereby increasing the demand for new materials and creating new opportunities in the supply chain. At the same time, the growth of battery recycling technologies is contributing to a more sustainable market, ensuring a more circular supply of materials for battery production.

The growing focus on sustainability, ethical sourcing, and reducing the environmental impact of battery production is also driving changes in the EV battery cell and pack materials market. Efforts to develop greener mining practices, improve recycling rates, and reduce reliance on rare earth metals are encouraging manufacturers to invest in innovative material solutions. These sustainability-driven innovations will likely have a profound impact on the market as the industry works to meet the increasing demand for electric vehicles in an environmentally responsible way.

SCOPE OF STUDY:

The report analyzes the EV Battery Cell and Pack Materials market in terms of units by the following Segments, and Geographic Regions/Countries:

Segments:

Battery Type (Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors, Sodium-Ion Battery); Vehicle Type (Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV), Fuel Cells Electric Vehicle (FCEV))

Geographic Regions/Countries:

World; United States; Canada; Japan; China; Europe (France; Germany; Italy; United Kingdom; and Rest of Europe); Asia-Pacific; Rest of World.

Select Competitors (Total 25 Featured) -

  • BYD Co., Ltd.
  • CALB-CALB Co., Ltd.
  • Contemporary Amperex Technology Co., Limited
  • LG Chem
  • Panasonic Industry Co., Ltd.
  • SABIC (Saudi Basic Industries Corporation)
  • Samsung SDI Co., Ltd.
  • Shenzhen GREPOW Battery Co., Ltd.
  • SK Innovation Co., Ltd.

TABLE OF CONTENTS

I. METHODOLOGY

II. EXECUTIVE SUMMARY

  • 1. MARKET OVERVIEW
    • Influencer Market Insights
    • World Market Trajectories
    • Economic Frontiers: Trends, Trials & Transformations
    • EV Battery Cell and Pack Materials - Global Key Competitors Percentage Market Share in 2024 (E)
    • Competitive Market Presence - Strong/Active/Niche/Trivial for Players Worldwide in 2024 (E)
  • 2. FOCUS ON SELECT PLAYERS
  • 3. MARKET TRENDS & DRIVERS
    • Advancements in Lithium-Ion Battery Chemistries Propel Growth in Material Demand
    • Focus on Lightweight Battery Packs Expands Opportunities in Advanced Materials
    • Demand for Sustainable Sourcing of Raw Materials Bodes Well for Ethical Manufacturing
    • Emerging Role of Solid-State Batteries Highlights Need for Innovative Material Solutions
    • AI-Driven Material R&D Sets the Stage for High-Efficiency Battery Components
    • Growing EV Production Spurs Demand for Anode Material Innovations
    • Rising Interest in Cobalt-Free Batteries Expands Market for Alternative Cathode Materials
    • Global Push for Battery Recycling Highlights Opportunities in Secondary Material Use
    • High-Performance Electrolytes Highlight Opportunities in Temperature-Resilient Batteries
    • Integration of Nano-Materials in Battery Packs Sustains Market Innovations
    • Rising Focus on Energy Storage Applications Propels Demand for Durable Materials
  • 4. GLOBAL MARKET PERSPECTIVE
    • TABLE 1: World EV Battery Cell and Pack Materials Market Analysis of Annual Sales in US$ Million for Years 2015 through 2030
    • TABLE 2: World Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Million for Years 2024 through 2030 and % CAGR
    • TABLE 3: World 6-Year Perspective for EV Battery Cell and Pack Materials by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets for Years 2025 & 2030
    • TABLE 4: World Recent Past, Current & Future Analysis for Lithium-Ion Battery by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Million for Years 2024 through 2030 and % CAGR
    • TABLE 5: World 6-Year Perspective for Lithium-Ion Battery by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
    • TABLE 6: World Recent Past, Current & Future Analysis for Lead-Acid Battery by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Million for Years 2024 through 2030 and % CAGR
    • TABLE 7: World 6-Year Perspective for Lead-Acid Battery by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
    • TABLE 8: World Recent Past, Current & Future Analysis for Nickel-Metal Hydride Battery by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Million for Years 2024 through 2030 and % CAGR
    • TABLE 9: World 6-Year Perspective for Nickel-Metal Hydride Battery by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
    • TABLE 10: World Recent Past, Current & Future Analysis for Ultracapacitors by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Million for Years 2024 through 2030 and % CAGR
    • TABLE 11: World 6-Year Perspective for Ultracapacitors by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
    • TABLE 12: World Recent Past, Current & Future Analysis for Sodium-Ion Battery by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Million for Years 2024 through 2030 and % CAGR
    • TABLE 13: World 6-Year Perspective for Sodium-Ion Battery by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
    • TABLE 14: World Recent Past, Current & Future Analysis for Battery Electric Vehicle (BEV) by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Million for Years 2024 through 2030 and % CAGR
    • TABLE 15: World 6-Year Perspective for Battery Electric Vehicle (BEV) by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
    • TABLE 16: World Recent Past, Current & Future Analysis for Hybrid Electric Vehicle (HEV) by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Million for Years 2024 through 2030 and % CAGR
    • TABLE 17: World 6-Year Perspective for Hybrid Electric Vehicle (HEV) by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
    • TABLE 18: World Recent Past, Current & Future Analysis for Plug-In Hybrid Electric Vehicle (PHEV) by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Million for Years 2024 through 2030 and % CAGR
    • TABLE 19: World 6-Year Perspective for Plug-In Hybrid Electric Vehicle (PHEV) by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
    • TABLE 20: World Recent Past, Current & Future Analysis for Fuel Cells Electric Vehicle (FCEV) by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Million for Years 2024 through 2030 and % CAGR
    • TABLE 21: World 6-Year Perspective for Fuel Cells Electric Vehicle (FCEV) by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030

III. MARKET ANALYSIS

  • UNITED STATES
    • EV Battery Cell and Pack Materials Market Presence - Strong/Active/Niche/Trivial - Key Competitors in the United States for 2025 (E)
    • TABLE 22: USA Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Battery Type - Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 23: USA 6-Year Perspective for EV Battery Cell and Pack Materials by Battery Type - Percentage Breakdown of Value Sales for Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery for the Years 2025 & 2030
    • TABLE 24: USA Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Vehicle Type - Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 25: USA 6-Year Perspective for EV Battery Cell and Pack Materials by Vehicle Type - Percentage Breakdown of Value Sales for Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) for the Years 2025 & 2030
  • CANADA
    • TABLE 26: Canada Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Battery Type - Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 27: Canada 6-Year Perspective for EV Battery Cell and Pack Materials by Battery Type - Percentage Breakdown of Value Sales for Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery for the Years 2025 & 2030
    • TABLE 28: Canada Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Vehicle Type - Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 29: Canada 6-Year Perspective for EV Battery Cell and Pack Materials by Vehicle Type - Percentage Breakdown of Value Sales for Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) for the Years 2025 & 2030
  • JAPAN
    • EV Battery Cell and Pack Materials Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Japan for 2025 (E)
    • TABLE 30: Japan Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Battery Type - Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 31: Japan 6-Year Perspective for EV Battery Cell and Pack Materials by Battery Type - Percentage Breakdown of Value Sales for Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery for the Years 2025 & 2030
    • TABLE 32: Japan Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Vehicle Type - Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 33: Japan 6-Year Perspective for EV Battery Cell and Pack Materials by Vehicle Type - Percentage Breakdown of Value Sales for Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) for the Years 2025 & 2030
  • CHINA
    • EV Battery Cell and Pack Materials Market Presence - Strong/Active/Niche/Trivial - Key Competitors in China for 2025 (E)
    • TABLE 34: China Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Battery Type - Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 35: China 6-Year Perspective for EV Battery Cell and Pack Materials by Battery Type - Percentage Breakdown of Value Sales for Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery for the Years 2025 & 2030
    • TABLE 36: China Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Vehicle Type - Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 37: China 6-Year Perspective for EV Battery Cell and Pack Materials by Vehicle Type - Percentage Breakdown of Value Sales for Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) for the Years 2025 & 2030
  • EUROPE
    • EV Battery Cell and Pack Materials Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Europe for 2025 (E)
    • TABLE 38: Europe Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Geographic Region - France, Germany, Italy, UK and Rest of Europe Markets - Independent Analysis of Annual Sales in US$ Million for Years 2024 through 2030 and % CAGR
    • TABLE 39: Europe 6-Year Perspective for EV Battery Cell and Pack Materials by Geographic Region - Percentage Breakdown of Value Sales for France, Germany, Italy, UK and Rest of Europe Markets for Years 2025 & 2030
    • TABLE 40: Europe Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Battery Type - Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 41: Europe 6-Year Perspective for EV Battery Cell and Pack Materials by Battery Type - Percentage Breakdown of Value Sales for Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery for the Years 2025 & 2030
    • TABLE 42: Europe Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Vehicle Type - Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 43: Europe 6-Year Perspective for EV Battery Cell and Pack Materials by Vehicle Type - Percentage Breakdown of Value Sales for Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) for the Years 2025 & 2030
  • FRANCE
    • EV Battery Cell and Pack Materials Market Presence - Strong/Active/Niche/Trivial - Key Competitors in France for 2025 (E)
    • TABLE 44: France Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Battery Type - Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 45: France 6-Year Perspective for EV Battery Cell and Pack Materials by Battery Type - Percentage Breakdown of Value Sales for Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery for the Years 2025 & 2030
    • TABLE 46: France Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Vehicle Type - Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 47: France 6-Year Perspective for EV Battery Cell and Pack Materials by Vehicle Type - Percentage Breakdown of Value Sales for Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) for the Years 2025 & 2030
  • GERMANY
    • EV Battery Cell and Pack Materials Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Germany for 2025 (E)
    • TABLE 48: Germany Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Battery Type - Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 49: Germany 6-Year Perspective for EV Battery Cell and Pack Materials by Battery Type - Percentage Breakdown of Value Sales for Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery for the Years 2025 & 2030
    • TABLE 50: Germany Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Vehicle Type - Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 51: Germany 6-Year Perspective for EV Battery Cell and Pack Materials by Vehicle Type - Percentage Breakdown of Value Sales for Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) for the Years 2025 & 2030
  • ITALY
    • TABLE 52: Italy Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Battery Type - Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 53: Italy 6-Year Perspective for EV Battery Cell and Pack Materials by Battery Type - Percentage Breakdown of Value Sales for Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery for the Years 2025 & 2030
    • TABLE 54: Italy Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Vehicle Type - Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 55: Italy 6-Year Perspective for EV Battery Cell and Pack Materials by Vehicle Type - Percentage Breakdown of Value Sales for Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) for the Years 2025 & 2030
  • UNITED KINGDOM
    • EV Battery Cell and Pack Materials Market Presence - Strong/Active/Niche/Trivial - Key Competitors in the United Kingdom for 2025 (E)
    • TABLE 56: UK Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Battery Type - Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 57: UK 6-Year Perspective for EV Battery Cell and Pack Materials by Battery Type - Percentage Breakdown of Value Sales for Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery for the Years 2025 & 2030
    • TABLE 58: UK Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Vehicle Type - Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 59: UK 6-Year Perspective for EV Battery Cell and Pack Materials by Vehicle Type - Percentage Breakdown of Value Sales for Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) for the Years 2025 & 2030
  • REST OF EUROPE
    • TABLE 60: Rest of Europe Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Battery Type - Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 61: Rest of Europe 6-Year Perspective for EV Battery Cell and Pack Materials by Battery Type - Percentage Breakdown of Value Sales for Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery for the Years 2025 & 2030
    • TABLE 62: Rest of Europe Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Vehicle Type - Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 63: Rest of Europe 6-Year Perspective for EV Battery Cell and Pack Materials by Vehicle Type - Percentage Breakdown of Value Sales for Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) for the Years 2025 & 2030
  • ASIA-PACIFIC
    • EV Battery Cell and Pack Materials Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Asia-Pacific for 2025 (E)
    • TABLE 64: Asia-Pacific Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Battery Type - Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 65: Asia-Pacific 6-Year Perspective for EV Battery Cell and Pack Materials by Battery Type - Percentage Breakdown of Value Sales for Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery for the Years 2025 & 2030
    • TABLE 66: Asia-Pacific Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Vehicle Type - Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 67: Asia-Pacific 6-Year Perspective for EV Battery Cell and Pack Materials by Vehicle Type - Percentage Breakdown of Value Sales for Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) for the Years 2025 & 2030
  • REST OF WORLD
    • TABLE 68: Rest of World Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Battery Type - Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 69: Rest of World 6-Year Perspective for EV Battery Cell and Pack Materials by Battery Type - Percentage Breakdown of Value Sales for Lithium-Ion Battery, Lead-Acid Battery, Nickel-Metal Hydride Battery, Ultracapacitors and Sodium-Ion Battery for the Years 2025 & 2030
    • TABLE 70: Rest of World Recent Past, Current & Future Analysis for EV Battery Cell and Pack Materials by Vehicle Type - Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) - Independent Analysis of Annual Sales in US$ Million for the Years 2024 through 2030 and % CAGR
    • TABLE 71: Rest of World 6-Year Perspective for EV Battery Cell and Pack Materials by Vehicle Type - Percentage Breakdown of Value Sales for Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV) and Fuel Cells Electric Vehicle (FCEV) for the Years 2025 & 2030

IV. COMPETITION

ºñ±³¸®½ºÆ®
0 °ÇÀÇ »óǰÀ» ¼±Åà Áß
»óǰ ºñ±³Çϱâ
Àüü»èÁ¦