세계의 리튬이온 배터리 재료 시장 : 유형, 배터리 화학, 형태, 용도별 - 예측(2025-2030년)

The Lithium-ion Battery Materials Market was valued at USD 45.95 billion in 2023 and is projected to grow to USD 51.61 billion in 2024, with a CAGR of 12.71%, reaching USD 106.25 billion by 2030.

Foundations in Lithium-ion Battery Materials: An Introduction

Lithium-ion battery materials have continued to revolutionize energy storage, ushering in an era of unprecedented innovation and efficiency. The rapid pace of technological progress has driven a surge in demand across sectors, from automotive electrification to consumer electronics and large-scale energy storage systems. This introductory review explores the evolving landscape, delivering insights into how material composition, advanced engineering, and evolving consumer needs converge to shape market dynamics.

Recent advances in battery chemistry and material science have been instrumental in reducing costs, improving charge cycles, and enhancing overall performance. Researchers and industry pioneers are relentlessly pushing the envelope to improve the stability and reliability of batteries. The interplay between scientific innovation and market forces has resulted in tailored material solutions that not only boost power output but also meet stringent environmental and safety standards.

The purpose of this overview is to establish a clear framework for understanding the current state of lithium-ion battery materials, highlighting critical drivers, emerging trends, and the nuanced factors that determine market direction. Through a comprehensive analysis, stakeholders can better navigate the inherent challenges and opportunities, positioning themselves optimally in this transformative era.

Transformative Shifts in the Landscape

The landscape of lithium-ion battery materials is undergoing a significant transformation as various driving forces reshape the market. Technological breakthroughs have revolutionized the performance metrics of batteries, enabling remarkable improvements in energy density, charging speeds, and overall durability. This transformation is largely motivated by a fusion of innovation in material sciences and strategic investments in next-generation battery technologies.

Industry-wide emphasis on sustainable energy solutions has accentuated the importance of resource-efficient materials and greener production processes. The surge in electric vehicle adoption and the expansion of renewable energy infrastructure are fueling innovations that consistently challenge historical performance benchmarks. Additionally, regulatory frameworks and government incentives have accelerated market shifts by promoting cleaner energy alternatives and encouraging the development of environmentally responsible practices.

Emerging trends such as solid-state batteries and enhanced recycling protocols promise to further disrupt traditional models. As research delves deeper into nanostructured materials and advanced composites, companies are poised to redefine efficiency standards. This dynamic phase underscores a critical pivot from legacy technologies to more adaptable, future-proof designs that address both industry needs and societal expectations toward sustainability.

Key Segmentation Insights

A nuanced understanding of the lithium-ion battery materials market necessitates a deep dive into its key segmentation frameworks. The market is dissected based on several parameters that provide a multi-dimensional view of the industry's evolution. Analyzing the market based on type illuminates critical elements such as anode materials, cathode materials, electrolytes, and separators, offering insights into how each component contributes to overall battery performance. The segmentation by battery chemistry provides further granularity, revealing the distinct roles played by lithium cobalt oxide, lithium iron phosphate, lithium manganese oxide, lithium nickel cobalt aluminum oxide, and lithium nickel manganese cobalt oxide. These subdivisions not only highlight the chemical intricacies but also emphasize the trade-offs between energy capacity and safety concerns in different applications.

Further segmentation by form distinguishes between liquid, powder, and solid variations in material states. This classification reflects the manufacturing versatility and performance characteristics essential for tailoring batteries to specific uses. Equally important is the segmentation based on application, which encapsulates the dynamic markets of automotive, consumer electronics, energy storage systems, and industrial sectors. Each segment has its unique requirements and challenges, dictating customized approaches to material innovation. The interplay among these diverse analytical lenses offers a comprehensive view of market segmentation, crucial for stakeholders aiming to refine strategies, optimize production techniques, and drive forward technology in a competitive ecosystem.

Based on Type, market is studied across Anode Material, Cathode Material, Electrolyte, and Separators.

Based on Battery Chemistry, market is studied across Lithium Cobalt Oxide, Lithium Iron Phosphate, Lithium Manganese Oxide, Lithium Nickel Cobalt Aluminum Oxide, and Lithium Nickel Manganese Cobalt Oxide.

Based on Form, market is studied across Liquid, Powder, and Solid.

Based on Application, market is studied across Automotive, Consumer Electronics, Energy Storage Systems, and Industrial.

Key Regional Insights

The global perspective on lithium-ion battery materials is enriched by varied regional dynamics, with significant insights derived from the Americas, Europe, Middle East & Africa, and Asia-Pacific. In the Americas, the emphasis is placed on innovative automotive and consumer electronics developments, where technological integration and robust infrastructural support fuel market expansion. Europe, Middle East & Africa feature a blend of regulatory impetus and strategic initiatives that pave the way for increased investments in renewable energy and advanced material research, fostering collaboration and competitive progress. Meanwhile, in the Asia-Pacific region, rapid industrial growth and a vibrant manufacturing landscape provide a fertile ground for scaling production and integrating breakthrough technologies in battery materials.

The distinct yet interconnected roles of these regions contribute to a resilient global ecosystem. Regional variances in policy-making, economic investment, and technological readiness highlight the adaptive strategies employed to meet local market needs. Understanding these geographical nuances is critical for stakeholders seeking to tap into regional advantages and address localized challenges while maintaining a cohesive global strategy.

Based on Region, market is studied across Americas, Asia-Pacific, and Europe, Middle East & Africa. The Americas is further studied across Argentina, Brazil, Canada, Mexico, and United States. The United States is further studied across California, Florida, Illinois, New York, Ohio, Pennsylvania, and Texas. The Asia-Pacific is further studied across Australia, China, India, Indonesia, Japan, Malaysia, Philippines, Singapore, South Korea, Taiwan, Thailand, and Vietnam. The Europe, Middle East & Africa is further studied across Denmark, Egypt, Finland, France, Germany, Israel, Italy, Netherlands, Nigeria, Norway, Poland, Qatar, Russia, Saudi Arabia, South Africa, Spain, Sweden, Switzerland, Turkey, United Arab Emirates, and United Kingdom.

Key Companies Insights

The competitive arena of lithium-ion battery materials is marked by the involvement of several industry leaders, each contributing uniquely to the momentum of technological progress. Companies such as 3M Company, Albemarle Corporation, Asahi Kasei Corporation, and Ascend Elements, Inc. have been pivotal in research and development, driving forward innovations that set industry standards. BASF SE and BTR New Material Group Co., Ltd. have played a significant role in integrating advanced material solutions that bolster battery performance and operational efficiency.

EcoPro BM Co Ltd. alongside Fujitsu Limited and Ganfeng Lithium Group Co., Ltd. have showcased formidable strength in leveraging state-of-the-art manufacturing techniques to enhance battery longevity and safety. The contributions from JFE Chemical Corporation and Kureha Corporation further underscore the emphasis on sustainable material practices and cost efficiencies in the production process. L&F CO., Ltd., LG Chem, Ltd., and Lohum have exemplified excellence in aligning technological advancements with market demands, while Mitsubishi Chemical Corporation and NEI Corporation have consistently supported the evolution of battery chemistry. Nichia Corporation and POSCO FUTURE M Co., Ltd. drive enhanced operational frameworks, resonating with resilient supply chain management and integrated innovation.

Additional trailblazers such as Resonac Holdings Corporation, SGL Carbon SE, SQM S.A., Sumitomo Metal Mining Co., Ltd., and Tanaka Chemical Corporation continue to expand the frontiers of battery material applications. Tianqi Lithium Co., Ltd., TODA KOGYO CORP., UBE Corporation, UMICORE NV, and Xiamen Tmax Battery Equipments Limited round out a robust market tapestry, collectively crafting a landscape that balances aggressive research endeavors with established industrial practices. Their concerted efforts emphasize precision, efficiency, and a forward-thinking approach essential for the sustained advancement of this critical sector.

The report delves into recent significant developments in the Lithium-ion Battery Materials Market, highlighting leading vendors and their innovative profiles. These include 3M Company, Albemarle Corporation, Asahi Kasei Corporation, Ascend Elements, Inc., BASF SE, BTR New Material Group Co., Ltd., EcoPro BM Co Ltd., Fujitsu Limited, Ganfeng Lithium Group Co., Ltd., JFE Chemical Corporation, Kureha Corporation, L&F CO., Ltd., LG Chem, Ltd., Lohum, Mitsubishi Chemical Corporation, NEI Corporation, Nichia Corporation, POSCO FUTURE M Co., Ltd., Resonac Holdings Corporation, SGL Carbon SE, SQM S.A., Sumitomo Metal Mining Co., Ltd., Tanaka Chemical Corporation, Tianqi Lithium Co., Ltd., TODA KOGYO CORP., UBE Corporation, UMICORE NV, and Xiamen Tmax Battery Equipments Limited. Actionable Recommendations for Industry Leaders

For decision-makers navigating the dynamic landscape of lithium-ion battery materials, strategic, actionable insights are imperative. First, a focus on continuous innovation is paramount. Investing in research and development, especially in areas like solid-state battery configurations and advanced composite materials, can facilitate breakthroughs that set new industry standards. Companies should prioritize collaborations with research institutions and technology partners to stay ahead of the curve.

Emphasis should also be placed on optimizing supply chains. As market segmentation indicates, material efficiency-from anode and cathode components to electrolytes and separators-is essential in driving down costs and enhancing performance. Industry leaders must look to integrate digital manufacturing and real-time monitoring systems that ensure quality and reduce waste throughout the production lifecycle. Additionally, adapting to regional regulatory frameworks plays a critical role in mitigating risks. Being proactive in regulatory compliance and anticipating shifts in environmental policies will secure long-term market sustainability.

Finally, a balanced approach towards market expansion is recommended. Tapping into emerging applications such as energy storage systems while reinforcing core segments like automotive and consumer electronics will diversify revenue streams and solidify market presence. With these actionable strategies, companies can confidently steer their operations in a future marked by innovation, efficiency, and robust market growth.

Conclusion

In summary, the landscape of lithium-ion battery materials is characterized by robust technological advancements, dynamic market segmentation, and significant regional differentiation. The convergence of targeted research, strategic investments, and evolving consumer demands has set the stage for a transformative era. By integrating diverse material types, optimizing battery chemistry, and leveraging advancements in processing forms, the industry is carving a path toward enhanced performance and sustainability.

Moreover, the complementary growth across key regions and the strategic deployment of resources by leading companies provide a solid foundation for future development. Navigating this complex environment requires a delicate balance between innovation and operational efficiency, a task that demands clear vision and active strategy adjustment. Ultimately, stakeholders who remain agile and forward-thinking will be best positioned to capitalize on the myriad opportunities this market has to offer.

Table of Contents

1. Preface

• 1.1. Objectives of the Study
• 1.2. Market Segmentation & Coverage
• 1.3. Years Considered for the Study
• 1.4. Currency & Pricing
• 1.5. Language
• 1.6. Stakeholders

2. Research Methodology

• 2.1. Define: Research Objective
• 2.2. Determine: Research Design
• 2.3. Prepare: Research Instrument
• 2.4. Collect: Data Source
• 2.5. Analyze: Data Interpretation
• 2.6. Formulate: Data Verification
• 2.7. Publish: Research Report
• 2.8. Repeat: Report Update

3. Executive Summary

4. Market Overview

5. Market Insights

• 5.1. Market Dynamics
  • 5.1.1. Drivers
    • 5.1.1.1. Rising demand for larger-scale battery applications in industrial and utility settings
    • 5.1.1.2. Proliferation of consumer electronics such as smartphones, laptops, and other portable devices
    • 5.1.1.3. Growth of electric vehicles accelerates the demand for lithium-ion battery materials and innovations
  • 5.1.2. Restraints
    • 5.1.2.1. Issues associated with the extraction and processing of raw materials for lithium-ion batteries
  • 5.1.3. Opportunities
    • 5.1.3.1. Development in smart battery management systems and leveraging IoT for performance monitoring
    • 5.1.3.2. Significant investments in sustainable lithium-ion battery materials
  • 5.1.4. Challenges
    • 5.1.4.1. Safety concerns associated with lithium-ion battery materials
• 5.2. Market Segmentation Analysis
  • 5.2.1. Type: Increasing significance of cathode material as it influences the voltage and capacity of the battery
  • 5.2.2. Battery Chemistry: Increasing demand for lithium iron phosphate batteries owing to safety,thermal stability and long cycle life
  • 5.2.3. Form: Proliferating demand for solid form of lithium-ion battery materials owing to safety and longevity
  • 5.2.4. Applications: Evolving utilization of lithium-ion battery materials in the automotive industry
• 5.3. Porter's Five Forces Analysis
  • 5.3.1. Threat of New Entrants
  • 5.3.2. Threat of Substitutes
  • 5.3.3. Bargaining Power of Customers
  • 5.3.4. Bargaining Power of Suppliers
  • 5.3.5. Industry Rivalry
• 5.4. PESTLE Analysis
  • 5.4.1. Political
  • 5.4.2. Economic
  • 5.4.3. Social
  • 5.4.4. Technological
  • 5.4.5. Legal
  • 5.4.6. Environmental

6. Lithium-ion Battery Materials Market, by Type

• 6.1. Introduction
• 6.2. Anode Material
• 6.3. Cathode Material
• 6.4. Electrolyte
• 6.5. Separators

7. Lithium-ion Battery Materials Market, by Battery Chemistry

• 7.1. Introduction
• 7.2. Lithium Cobalt Oxide
• 7.3. Lithium Iron Phosphate
• 7.4. Lithium Manganese Oxide
• 7.5. Lithium Nickel Cobalt Aluminum Oxide
• 7.6. Lithium Nickel Manganese Cobalt Oxide

8. Lithium-ion Battery Materials Market, by Form

• 8.1. Introduction
• 8.2. Liquid
• 8.3. Powder
• 8.4. Solid

9. Lithium-ion Battery Materials Market, by Application

• 9.1. Introduction
• 9.2. Automotive
• 9.3. Consumer Electronics
• 9.4. Energy Storage Systems
• 9.5. Industrial

10. Americas Lithium-ion Battery Materials Market

• 10.1. Introduction
• 10.2. Argentina
• 10.3. Brazil
• 10.4. Canada
• 10.5. Mexico
• 10.6. United States

11. Asia-Pacific Lithium-ion Battery Materials Market

• 11.1. Introduction
• 11.2. Australia
• 11.3. China
• 11.4. India
• 11.5. Indonesia
• 11.6. Japan
• 11.7. Malaysia
• 11.8. Philippines
• 11.9. Singapore
• 11.10. South Korea
• 11.11. Taiwan
• 11.12. Thailand
• 11.13. Vietnam

12. Europe, Middle East & Africa Lithium-ion Battery Materials Market

• 12.1. Introduction
• 12.2. Denmark
• 12.3. Egypt
• 12.4. Finland
• 12.5. France
• 12.6. Germany
• 12.7. Israel
• 12.8. Italy
• 12.9. Netherlands
• 12.10. Nigeria
• 12.11. Norway
• 12.12. Poland
• 12.13. Qatar
• 12.14. Russia
• 12.15. Saudi Arabia
• 12.16. South Africa
• 12.17. Spain
• 12.18. Sweden
• 12.19. Switzerland
• 12.20. Turkey
• 12.21. United Arab Emirates
• 12.22. United Kingdom

13. Competitive Landscape

• 13.1. Market Share Analysis, 2023
• 13.2. FPNV Positioning Matrix, 2023
• 13.3. Competitive Scenario Analysis
  • 13.3.1. Innovative LiMnO2 electrode technology offers sustainable, high-energy alternative to Ni-Co batteries for EVs
  • 13.3.2. Ascend Elements drives U.S. lithium-ion segment with sustainable, decarbonized cathode materials
  • 13.3.3. Innovative collaboration between NEO Battery Materials and INNOX eco-M to revolutionize sustainable silicon anodes for enhanced lithium-ion battery performance and durability
  • 13.3.4. Asahi Kasei's groundbreaking electrolyte innovation enhances lithium-ion battery performance, size, and cost-efficiency
  • 13.3.5. Metso unveils groundbreaking pCAM plant to enhance lithium-ion battery material production
  • 13.3.6. Arkema and ProLogium advance e-mobility through strategic partnership for next-gen lithium ceramic battery materials in France
  • 13.3.7. American Battery Technology Company pioneers scalable recycling of lithium-ion batteries
  • 13.3.8. Arkema's strategic acquisition of Proionic catalyzes innovation in sustainable lithium-ion battery materials
  • 13.3.9. Zeta Energy and Log9 Materials partner to drive Li-S battery innovation
  • 13.3.10. Orbia Fluor & Energy Materials expands electrolyte production for U.S. lithium-ion supply chain
  • 13.3.11. Innovative collaboration advances sustainable recycling in lithium-ion battery materials with eco-friendly electrode technology
  • 13.3.12. BASF and SK On embark on strategic collaboration to lead innovation in NA and APAC lithium-ion battery markets
  • 13.3.13. Birla Carbon's strategic acquisition of Nanocyl advances its leadership in lithium-ion battery materials and sustainability
  • 13.3.14. Redwood Materials' strategic acquisition of Redux Recycling strengthens EU presence and promotes sustainable battery supply chain expansion
• 13.4. Strategy Analysis & Recommendation
  • 13.4.1. BASF SE
  • 13.4.2. UBE Corporation
  • 13.4.3. Fujitsu Limited

Companies Mentioned

• 1. 3M Company
• 2. Albemarle Corporation
• 3. Asahi Kasei Corporation
• 4. Ascend Elements, Inc.
• 5. BASF SE
• 6. BTR New Material Group Co., Ltd.
• 7. EcoPro BM Co Ltd.
• 8. Fujitsu Limited
• 9. Ganfeng Lithium Group Co., Ltd.
• 10. JFE Chemical Corporation
• 11. Kureha Corporation
• 12. L&F CO., Ltd.
• 13. LG Chem, Ltd.
• 14. Lohum
• 15. Mitsubishi Chemical Corporation
• 16. NEI Corporation
• 17. Nichia Corporation
• 18. POSCO FUTURE M Co., Ltd.
• 19. Resonac Holdings Corporation
• 20. SGL Carbon SE
• 21. SQM S.A.
• 22. Sumitomo Metal Mining Co., Ltd.
• 23. Tanaka Chemical Corporation
• 24. Tianqi Lithium Co., Ltd.
• 25. TODA KOGYO CORP.
• 26. UBE Corporation
• 27. UMICORE NV
• 28. Xiamen Tmax Battery Equipments Limited