시장보고서
상품코드
1838149

세계의 양극재 시장 : 배터리 유형별, 재료별, 최종 용도별, 지역별 예측(-2030년)

Cathode Materials Market by Battery Type (Lead-acid, Lithium-ion, Nickel-cadmium (NiCd)), Material (Lithium-ion (LFP, LCO, NMC, NCA, LMO), Lead Dioxide), End Use (Automotive, Consumer Electronics, Industrial), and Region - Global Forecast to 2030

발행일: | 리서치사: MarketsandMarkets | 페이지 정보: 영문 257 Pages | 배송안내 : 즉시배송

    
    
    




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

세계의 양극재 시장 규모는 2025년 377억 8,000만 달러에서 2030년까지 651억 5,000만 달러에 이를 것으로 예측되며, 예측기간에 CAGR 11.5%의 성장이 예상됩니다.

시장은 이러한 화합물이 최신 2차 전지의 성능과 신뢰성에 필수적이기 때문에 급속히 확대되고 있습니다. 양극재는 양극 역할을 하며 에너지 밀도, 전압 출력, 사이클 수명과 같은 중요한 배터리 특성에 영향을 미칩니다.

조사 범위
조사 대상 연도 2021-2030년
기준 연도 2024년
예측 기간 2025-2030년
단위 100만 달러, 킬로톤
부문 재료, 배터리 유형, 최종 용도
대상 지역 북미, 아시아태평양, 유럽 및 기타 아시아태평양

주요 화학적 특성은 니켈망간코발트리튬(NMC), 인산철리튬(LFP), 니켈코발트알루미늄(NCA), 코발트산리튬(LCO), 망간산리튬(LMO) 등이 있으며, 각각 비용, 안정성, 에너지 용량의 밸런스가 다릅니다. 특히 리튬 이온 배터리는 전기자동차, 휴대용 전자 기기, 거치형 에너지 저장 시스템의 응용 분야에서 압도적인 점유율을 차지합니다. 자동차, 소비자 일렉트로닉스, 산업용 전력 등의 최종 이용 산업은 성장을 계속하고 있으며, 지금까지 보다 선진적인 화학적 성질과 대규모 생산이 요구되고 있습니다. 동시에 고체 합성과 공침을 포함한 제조 공정의 개선으로 제품의 일관성과 확장성이 향상되었습니다. 기가팩토리 투자 증가, 청정 에너지 채용에 대한 정부 우대 조치, 고 니켈 코발트 프리 양극의 지속적인 연구로 시장 기세가 더욱 강화되고 있습니다. 이러한 복합적인 요인들에 의해 양극재는 전기 및 지속가능한 에너지 솔루션으로의 세계 전환의 초석이 되었습니다.

Cathode Materials Market-IMG1

"배터리 유형별로는 납 축전지 부문이 예측 기간에 시장에서 2위의 점유율을 차지할 전망입니다."

납 축전지 부문은 여러 산업에 걸친 신뢰성과 비용 효율적인 에너지 저장에서 영구적인 역할로 양극재 시장에서 두 번째로 큰 점유율을 확보할 것으로 예측됩니다. 납 축전지는 자동차 스타터 조명 점화(SLI) 시스템, 백업 전원 공급 장치, 무정전 전원 공급 장치(UPS), 높은 서지 전류 및 신뢰할 수 있는 성능이 중요한 오프 그리드 재생에너지 장비에 선호됩니다. 납 축전지는 비교적 저렴하고 재활용 인프라가 성숙하고 안전성이 입증되었기 때문에 특히 고급 리튬 이온 솔루션이 여전히 비용이 어려운 지역에서 대규모 사용에 적합합니다. EFB 및 흡수성 유리 매트(AGM) 기술과 같은 납 축전지 설계의 끊임없는 개선으로 사이클 수명이 연장되고 유지보수 요구 사항이 줄어들고 상업용 용도에서 경쟁력이 강화됩니다. 커뮤니케이션 네트워크, 데이터센터, 그리드 지원 프로젝트가 확대되어 수요를 더욱 유지하고, 견고한 재활용 활동이 주요 원재료의 안정적인 공급을 확보하고, 순환형 경제의 목표에 부합하고 있습니다. 이러한 요인으로 인해 납 축전지 부문은 시장에서 큰 존재를 유지하고 양극재의 안정적인 소비를 촉진하며 보다 광범위한 에너지 저장 상황에서 리튬 이온 기술의 급성장을 보완하고 있습니다.

"최종 응용 분야에서는 산업 부문이 예측 기간에 두 번째 점유율을 차지할 것으로 추정됩니다."

세계 기업들이 다양한 업무에 이용하는 신뢰성 높은 대용량 에너지 저장을 요구하고 있기 때문에 산업용 부문이 양극재 시장에서 큰 점유율을 차지할 것으로 예측됩니다. 산업용도에는 제조 플랜트의 백업 전원, 중요 인프라 무정전 전원 공급 장치, 그리드 안정화, 재생에너지 저장, 광산기계, 중장비 등이 있으며, 모두 안정된 성능과 수명이 긴 배터리가 필요합니다. 양극재는 이러한 까다로운 환경에서 요구되는 높은 에너지 밀도, 내구성 및 안전성을 가능하게 함으로써 중심적인 역할을 합니다. 신재생에너지 프로젝트의 시작과 원격지 및 비전화 지역의 안정적인 전력 요구는 NMC, LFP, 새로운 고망간 및 코발트 프리 옵션과 같은 첨단 리튬 이온 화학에 대한 수요를 더욱 강화하고 있습니다. 또한 산업 자동화, 확장되는 데이터센터 및 대규모 통신 네트워크는 신뢰할 수 있는 고정형 에너지 저장에 대한 지속적인 요구를 제기하고 있습니다. 공침 및 고체 합성과 같은 최신 제조 공정에 대한 투자는 재료의 일관성과 확장성을 높이고 이러한 고용량 산업 요구를 지원합니다. 유틸리티에서 중공업에 이르는 부문에 중요한 전력 솔루션을 제공함으로써 산업 최종 용도 부문은 양극재 시장의 지속적인 성장을 가속하고 세계 에너지 인프라의 중요성을 강화하고 있습니다.

본 보고서에서는 세계의 양극재 시장에 대한 조사 분석을 통해 주요 촉진요인과 억제요인, 경쟁 구도, 미래 동향 등의 정보를 제공합니다.

목차

제1장 서론

제2장 조사 방법

제3장 주요 요약

제4장 중요한 지견

  • 양극재 시장에서의 매력적인 기회
  • 양극재 시장 : 지역별
  • 양극재 시장 : 재료별
  • 양극재 시장 : 전지 유형별
  • 양극재 시장 : 주요 국가별

제5장 시장 개요

  • 소개
  • 시장 역학
    • 성장 촉진요인
    • 억제요인
    • 기회
    • 과제

제6장 산업 동향

  • 거시경제 전망
  • 공급망 분석
    • 원재료 공급
    • 양극재 생산
    • 양극재 유형
    • 유통망
    • 최종 이용 산업
  • 생태계 분석
  • Porter's Five Forces 분석
  • 주요 이해관계자와 구매 기준
  • 가격 설정 분석
    • 리튬 이온 양극재의 평균 판매 가격 동향 : 지역별(2022-2024년)
    • 리튬 이온 양극재의 평균 판매 가격 : 주요 기업별(2024년)
  • 관세분석과 규제정세
    • 관세 분석
    • 규제기관, 정부기관, 기타 조직
  • 주요 컨퍼런스 및 이벤트(2025-2026년)
  • 특허 분석
    • 조사 방법
    • 양극재 시장 : 주요 특허의 리스트(2014-2024년)
  • 기술 분석
    • 주요 기술
    • 보완 기술
    • 인접 기술
  • 사례 연구 분석
  • 무역 데이터
    • 수입 시나리오(HS 코드 850650)
    • 수출 시나리오(HS 코드 850650)
  • 고객사업에 영향을 주는 동향/혼란
  • 투자 및 자금조달 시나리오
  • 양극재 시장에 대한 생성형 AI의 영향
    • 소개
    • 생산성 향상
    • 재료의 발견과 기술 혁신
    • 공급망 최적화
    • 품질관리와 예지보전
  • 2025년 미국 관세의 영향 - 양극재 시장
    • 주요 관세율
    • 가격의 영향 분석
    • 국가/지역에 미치는 영향
    • 최종 이용 산업에 대한 영향

제7장 양극재 시장 : 제조 공정별

  • 소개
  • 고체 합성
  • 공침
  • 기타 제조 공정

제8장 양극재 시장 : 재료별

  • 소개
  • 리튬 이온 양극재
  • 이산화납 양극재
  • 기타 양극재

제9장 양극재 시장 : 배터리 유형별

  • 소개
  • 리튬 이온
  • 납축전지
  • 기타 배터리 유형

제10장 양극재 시장 : 최종 용도별

  • 소개
  • 자동차
  • 소비자 일렉트로닉스
  • 산업
  • 기타 용도

제11장 양극재 시장 : 지역별

  • 소개
  • 아시아태평양
    • 중국
    • 한국
    • 일본
    • 인도
    • 대만
    • 말레이시아
    • 기타 아시아태평양
  • 북미
    • 미국
    • 캐나다
    • 멕시코
  • 유럽
    • 독일
    • 영국
    • 프랑스
    • 기타 유럽
  • 기타 지역
    • 브라질
    • 기타 국가

제12장 경쟁 구도

  • 소개
  • 주요 진입기업의 전략/강점
  • 수익 분석
  • 시장 점유율 분석
  • 브랜드/제품 비교
  • 기업 평가 매트릭스 : 주요 기업(2024년)
  • 기업 평가 매트릭스 : 스타트업/중소기업(2024년)
  • 평가 및 재무지표
  • 경쟁 시나리오

제13장 기업 프로파일

  • 주요 기업
    • HUNAN YUNENG NEW ENERGY BATTERY MATERIALS CO., LTD.
    • XTC NEW ENERGY MATERIALS(XIAMEN) CO., LTD.
    • SHENZHEN DYNANONIC CO., LTD
    • LANDF CORP.
    • POSCO FUTURE M
    • UMICORE
    • EV METALS GROUP
    • SUMITOMO METAL MINING CO., LTD.
    • MITSUI MINING & SMELTING CO., LTD.
    • BASF
    • TODA KOGYO CORP.
    • NEI CORPORATION
    • SHANSHAN CO.
    • GRAVITA INDIA LTD.
    • LG CHEM
    • NINGBO RONGBAI NEW ENERGY TECHNOLOGY CO., LTD.
    • BEIJING DANGSHENG MATERIALS TECHNOLOGY CO., LTD.
    • HUBEI WANRUN NEW ENERGY TECHNOLOGY CO., LTD.
    • HUAYOU COBALT CO., LTD.
    • AMERICAN ELEMENTS
    • PROTERIAL, LTD.
  • 기타 기업
    • NICHIA CORPORATION
    • PEKING UNIVERSITY PIONEER TECHNOLOGY INDUSTRY CO., LTD.
    • ASCEND ELEMENTS, INC.
    • TOPSOE

제14장 인접 시장과 관련 시장

  • 소개
  • 제한 사항
  • 상호연결된 시장
    • 산업용 배터리 시장
    • 시장의 정의
    • 시장 개요
    • 산업용 배터리 시장 : 배터리유형별

제15장 부록

JHS

The global cathode materials market is projected to grow from USD 37.78 billion in 2025 to USD 65.15 billion by 2030, at a CAGR of 11.5% during the forecast period. The cathode materials market is expanding rapidly as these compounds remain essential to the performance and reliability of modern rechargeable batteries. Serving as the positive electrode, cathode materials govern critical battery characteristics such as energy density, voltage output, and cycle life.

Scope of the Report
Years Considered for the Study2021-2030
Base Year2024
Forecast Period2025-2030
Units ConsideredValue (USD Million) and Volume (Kiloton)
SegmentsMaterial, Battery Type, and End Use
Regions coveredNorth America, Asia Pacific, Europe, and the Rest of the World

Key chemistries include lithium nickel manganese cobalt (NMC), lithium iron phosphate (LFP), nickel cobalt aluminum (NCA), lithium cobalt oxide (LCO), and lithium manganese oxide (LMO), each offering distinct balances of cost, stability, and energy capacity. Demand spans major battery types, particularly lithium-ion, which dominates applications in electric vehicles, portable electronics, and stationary energy storage systems. End-use industries such as automotive, consumer electronics, and industrial power continue to grow, requiring ever more advanced chemistries and large-scale production. At the same time, improvements in manufacturing processes, including solid-state synthesis and co-precipitation, are enhancing product consistency and scalability. Rising investments in gigafactories, government incentives for clean energy adoption, and ongoing research into high-nickel and cobalt-free cathodes reinforce market momentum. These combined factors position cathode materials as a cornerstone of the global transition toward electrification and sustainable energy solutions.

Cathode Materials Market - IMG1

"Lead-acid segment is estimated to account for the second-largest share of the market, by battery type, during the forecast period."

The lead-acid segment is expected to secure the second-largest share of the cathode materials market owing to its enduring role in reliable, cost-effective energy storage across multiple industries. Lead-acid batteries remain the preferred choice for automotive starter-lighting-ignition (SLI) systems, backup power supplies, uninterruptible power systems (UPS), and off-grid renewable installations where high surge currents and dependable performance are critical. Their comparatively low cost, mature recycling infrastructure, and proven safety profile make them attractive for large-scale use, particularly in regions where advanced lithium-ion solutions are still cost-prohibitive. Continuous improvements in lead-acid battery design, including enhanced flooded batteries and absorbent glass mat (AGM) technologies, have increased cycle life and reduced maintenance requirements, strengthening their competitiveness in industrial and commercial applications. Expanding telecommunications networks, data centers, and grid-support projects further sustain demand, while robust recycling practices ensure a secure supply of key raw materials and align with circular economy goals. Together, these factors allow the lead-acid segment to maintain a substantial market presence, driving steady consumption of cathode materials and complementing the rapid growth of lithium-ion technologies in the broader energy storage landscape.

"By end-use, the industrial segment is estimated to account for the second-largest share during the forecast period."

The industrial segment is anticipated to capture a significant share of the cathode materials market as businesses worldwide seek reliable, high-capacity energy storage for diverse operations. Industrial applications include backup power for manufacturing plants, uninterruptible power supplies for critical infrastructure, grid stabilization, renewable energy storage, mining equipment, and heavy-duty machinery, all of which require batteries with consistent performance and long service life. Cathode materials play a central role by enabling the high energy density, durability, and safety needed for these demanding environments. The rise of renewable energy projects and the need for stable power in remote or off-grid locations further strengthen demand for advanced lithium-ion chemistries such as NMC, LFP, and emerging high-manganese or cobalt-free options. Additionally, industrial automation, expanding data centers, and large-scale telecommunications networks are creating continuous requirements for dependable stationary energy storage. Investments in modern manufacturing processes like co-precipitation and solid-state synthesis enhance material consistency and scalability, supporting these high-volume industrial needs. By providing critical power solutions across sectors ranging from utilities to heavy engineering, the industrial end-use segment drives sustained growth of the cathode materials market and reinforces its importance in global energy infrastructure.

"North America is estimated to account for the second-largest share during the forecast period."

North America is projected to hold the second-largest share of the cathode materials market, supported by a strong battery manufacturing ecosystem and rapidly growing demand across key industries. Expanding electric vehicle adoption, driven by federal and state incentives as well as stricter emission standards, is a primary factor boosting the need for high-performance lithium-ion batteries and their associated cathode chemistries such as NMC, LFP, and emerging cobalt-free formulations. The region's well-established consumer electronics sector-covering smartphones, laptops, and connected devices-adds steady demand, while large-scale renewable energy projects and grid storage installations further amplify requirements for durable, high-energy cathodes. Significant investments in gigafactories and recycling infrastructure are strengthening local supply chains, reducing reliance on imports, and ensuring secure access to critical raw materials like lithium and nickel. In parallel, ongoing research and development initiatives in advanced cathode materials, including solid-state and high-nickel technologies, position North America as a center of innovation. This combination of policy support, technological advancement, and diversified end-use applications allows North America to remain a major force in the global cathode materials market, reinforcing its role as the second-largest regional market and a key driver of industry growth.

Profile break-up of primary participants for the report:

  • By Company Type: Tier 1 - 65%, Tier 2 - 20%, and Tier 3 - 15%
  • By Designation: Directors - 25%, Managers - 30%, and Others - 45%
  • By Region: North America - 30%, Asia Pacific - 40%, Europe - 20%, and the Rest of the World - 10%

XTC New Energy Materials (Xiamen) Co., Ltd. (China), Shenzhen Dynanonic Co., Ltd. (China), Hunan Yuneng New Energy Battery Materials Co., Ltd. (China), LANDF CORP. (South Korea), POSCO FUTURE M (South Korea), and BASF (Germany) are some of the major players operating in the cathode materials market. The key players have adopted agreements, joint ventures, partnerships, expansions, acquisitions, investments, memorandum of understanding (MoU), collaborations, and contracts to increase their market share and business revenue.

Research Coverage:

The report defines, segments, and projects the cathode materials market based on material, battery type, end use, and region. It provides detailed information regarding the major factors influencing the market's growth, such as drivers, restraints, opportunities, and challenges. It strategically profiles cathode material manufacturers, comprehensively analyzing their market shares and core competencies, and tracks and analyzes competitive developments, such as acquisitions, agreements, joint ventures, and expansions.

Reasons to Buy the Report:

The report is expected to help the market leaders/new entrants by providing them with the closest approximations of revenue numbers of the cathode materials market and its segments. This report is also expected to help stakeholders obtain an improved understanding of the market's competitive landscape, gain insights to improve the position of their businesses, and develop suitable go-to-market strategies. It also enables stakeholders to understand the market's pulse and provides information on key market drivers, restraints, challenges, and opportunities.

The report provides insights on the following pointers:

  • Analysis of critical drivers (rapid adoption of EVs, PHEVs, and HEVs boosting need for advanced cathode chemistries, high demand for lithium-ion technology in renewable energy industry, and expanding consumer electronics market sustaining steady demand), restraints (safety and thermal-runaway risks during cathode production, storage, and battery operation), opportunities (breakthroughs in solid-state batteries and novel chemistries such as LMFP, high-manganese, or cobalt-free cathodes and regional supply-chain localization and government incentives encouraging new cathode plants), and challenges (maintaining product consistency while ramping high-volume production, navigating evolving environmental regulations and carbon-footprint requirements, and ensuring long-term supply security for critical raw materials) influencing the growth of the cathode materials market.
  • Product Development/Innovation: Detailed insights on upcoming technologies and research & development activities in the cathode materials market.
  • Market Development: Comprehensive information about lucrative markets - the report analyses the cathode materials market across varied regions.
  • Market Diversification: Exhaustive information about new products, various types, untapped geographies, recent developments, and investments in the cathode materials market.
  • Competitive Assessment: In-depth assessment of market shares, growth strategies, and product offerings of leading players such as XTC New Energy Materials (Xiamen) Co., Ltd. (China), Shenzhen Dynanonic Co., Ltd. (China), Hunan Yuneng New Energy Battery Materials Co., Ltd. (China), LANDF CORP. (South Korea), POSCO FUTURE M (South Korea), and BASF (Germany).

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 STUDY OBJECTIVES
  • 1.2 MARKET DEFINITION
  • 1.3 STUDY SCOPE
    • 1.3.1 MARKETS COVERED AND REGIONAL SCOPE
    • 1.3.2 INCLUSIONS AND EXCLUSIONS OF STUDY
  • 1.4 YEARS CONSIDERED
  • 1.5 CURRENCY CONSIDERED
  • 1.6 UNITS CONSIDERED
  • 1.7 STAKEHOLDERS
  • 1.8 SUMMARY OF CHANGES

2 RESEARCH METHODOLOGY

  • 2.1 RESEARCH DATA
    • 2.1.1 SECONDARY DATA
      • 2.1.1.1 Key data from secondary sources
    • 2.1.2 PRIMARY DATA
      • 2.1.2.1 Key data from primary sources
      • 2.1.2.2 List of primary interview participants (demand and supply sides)
      • 2.1.2.3 Key industry insights
      • 2.1.2.4 Breakdown of interviews with experts
  • 2.2 MATRIX CONSIDERED FOR DEMAND-SIDE ANALYSIS
  • 2.3 MARKET SIZE ESTIMATION
    • 2.3.1 BOTTOM-UP APPROACH
    • 2.3.2 TOP-DOWN APPROACH
      • 2.3.2.1 Calculations for supply-side analysis
  • 2.4 GROWTH FORECAST
  • 2.5 DATA TRIANGULATION
  • 2.6 RESEARCH ASSUMPTIONS
  • 2.7 RESEARCH LIMITATIONS
  • 2.8 RISK ASSESSMENT

3 EXECUTIVE SUMMARY

4 PREMIUM INSIGHTS

  • 4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN CATHODE MATERIALS MARKET
  • 4.2 CATHODE MATERIALS MARKET, BY REGION
  • 4.3 CATHODE MATERIALS MARKET, BY MATERIAL
  • 4.4 CATHODE MATERIALS MARKET, BY BATTERY TYPE
  • 4.5 CATHODE MATERIALS MARKET, BY KEY COUNTRY

5 MARKET OVERVIEW

  • 5.1 INTRODUCTION
  • 5.2 MARKET DYNAMICS
    • 5.2.1 DRIVERS
      • 5.2.1.1 Rapid adoption of EVs, PHEVs, and HEVs boosts need for advanced cathode chemistries
      • 5.2.1.2 High demand for lithium-ion technology in renewable energy industry to drive market
      • 5.2.1.3 Expanding consumer electronics market to increase demand
    • 5.2.2 RESTRAINTS
      • 5.2.2.1 Safety and thermal-runaway risks during cathode production, storage, and battery operation
      • 5.2.2.2 Limited large-scale, efficient recycling and closed-loop processes for cathode materials
    • 5.2.3 OPPORTUNITIES
      • 5.2.3.1 Breakthroughs in solid-state batteries and novel chemistries such as LMFP, high-manganese, or cobalt-free cathodes
      • 5.2.3.2 Regional supply-chain localization and government incentives encouraging new cathode plants
    • 5.2.4 CHALLENGES
      • 5.2.4.1 Maintaining product consistency while ramping high-volume production
      • 5.2.4.2 Navigating evolving environmental regulations and carbon-footprint requirements
      • 5.2.4.3 Ensuring long-term supply security for critical raw materials

6 INDUSTRY TRENDS

  • 6.1 MACROECONOMIC OUTLOOK
  • 6.2 SUPPLY CHAIN ANALYSIS
    • 6.2.1 RAW MATERIAL SUPPLY
    • 6.2.2 CATHODE MATERIALS PRODUCTION
    • 6.2.3 CATHODE MATERIAL TYPES
    • 6.2.4 DISTRIBUTION NETWORK
    • 6.2.5 END-USE INDUSTRIES
  • 6.3 ECOSYSTEM ANALYSIS
  • 6.4 PORTER'S FIVE FORCES ANALYSIS
    • 6.4.1 BARGAINING POWER OF SUPPLIERS
    • 6.4.2 BARGAINING POWER OF BUYERS
    • 6.4.3 THREAT OF NEW ENTRANTS
    • 6.4.4 THREAT OF SUBSTITUTES
    • 6.4.5 INTENSITY OF COMPETITIVE RIVALRY
  • 6.5 KEY STAKEHOLDERS AND BUYING CRITERIA
    • 6.5.1 KEY STAKEHOLDERS IN BUYING PROCESS
    • 6.5.2 BUYING CRITERIA
  • 6.6 PRICING ANALYSIS
    • 6.6.1 AVERAGE SELLING PRICE TREND OF LITHIUM-ION CATHODE MATERIALS, BY REGION, 2022-2024
    • 6.6.2 AVERAGE SELLING PRICE OF LITHIUM-ION CATHODE MATERIALS, BY KEY PLAYER, 2024
  • 6.7 TARIFF ANALYSIS AND REGULATORY LANDSCAPE
    • 6.7.1 TARIFF ANALYSIS
    • 6.7.2 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
  • 6.8 KEY CONFERENCES AND EVENTS, 2025-2026
  • 6.9 PATENT ANALYSIS
    • 6.9.1 METHODOLOGY
    • 6.9.2 CATHODE MATERIALS MARKET: LIST OF MAJOR PATENTS, 2014-2024
  • 6.10 TECHNOLOGY ANALYSIS
    • 6.10.1 KEY TECHNOLOGIES
      • 6.10.1.1 High-nickel cathodes
    • 6.10.2 COMPLEMENTARY TECHNOLOGIES
      • 6.10.2.1 Lithium metal batteries
    • 6.10.3 ADJACENT TECHNOLOGIES
      • 6.10.3.1 Metal-air batteries
  • 6.11 CASE STUDY ANALYSIS
    • 6.11.1 ASCEND ELEMENTS TARGETS 90% CARBON FOOTPRINT REDUCTION IN NMC 622 CATHODE PRODUCTION BY 2030
    • 6.11.2 POSCO FUTURE M SECURED SUPPLY DEAL WITH GM-LG ULTIUM CELLS TO EXPAND EV CATHODE MATERIAL PRODUCTION
  • 6.12 TRADE DATA
    • 6.12.1 IMPORT SCENARIO (HS CODE 850650)
    • 6.12.2 EXPORT SCENARIO (HS CODE 850650)
  • 6.13 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS
  • 6.14 INVESTMENT AND FUNDING SCENARIO
  • 6.15 IMPACT OF GENERATIVE AI ON CATHODE MATERIALS MARKET
    • 6.15.1 INTRODUCTION
    • 6.15.2 PRODUCTION IMPROVEMENT
    • 6.15.3 MATERIAL DISCOVERY AND INNOVATION
    • 6.15.4 SUPPLY CHAIN OPTIMIZATION
    • 6.15.5 QUALITY CONTROL AND PREDICTIVE MAINTENANCE
  • 6.16 IMPACT OF 2025 US TARIFF - CATHODE MATERIALS MARKET
    • 6.16.1 KEY TARIFF RATES
    • 6.16.2 PRICE IMPACT ANALYSIS
    • 6.16.3 IMPACT ON COUNTRY/REGION
      • 6.16.3.1 US
      • 6.16.3.2 Europe
      • 6.16.3.3 Asia Pacific
    • 6.16.4 IMPACT ON END-USE INDUSTRIES
      • 6.16.4.1 Automotive
      • 6.16.4.2 Consumer electronics
      • 6.16.4.3 Industrial

7 CATHODE MATERIALS MARKET, BY MANUFACTURING PROCESS

  • 7.1 INTRODUCTION
  • 7.2 SOLID-STATE SYNTHESIS
    • 7.2.1 ABILITY TO ENABLE LARGE-SCALE, COST-EFFECTIVE PRODUCTION OF RELIABLE CATHODE MATERIALS TO DRIVE MARKET
  • 7.3 CO-PRECIPITATION
    • 7.3.1 PRECISION AND UNIFORMITY IN PRODUCING HIGH-PERFORMANCE CATHODE MATERIALS TO DRIVE MARKET
  • 7.4 OTHER MANUFACTURING PROCESSES

8 CATHODE MATERIALS MARKET, BY MATERIAL

  • 8.1 INTRODUCTION
  • 8.2 LITHIUM-ION CATHODE MATERIALS
    • 8.2.1 LITHIUM IRON PHOSPHATE
      • 8.2.1.1 Rapid electrification of public transport and renewable-energy storage projects to accelerate market
    • 8.2.2 LITHIUM COBALT OXIDE
      • 8.2.2.1 Rising demand for powerful, lightweight consumer electronics to fuel market
    • 8.2.3 LITHIUM NICKEL MANGANESE COBALT
      • 8.2.3.1 Versatility and strong performance of NMC cathodes to drive market
    • 8.2.4 LITHIUM NICKEL COBALT ALUMINUM
      • 8.2.4.1 Rising demand for premium electric vehicles and high-end energy applications to drive market
    • 8.2.5 LITHIUM MANGANESE OXIDE
      • 8.2.5.1 Growing demand for affordable mobility solutions and industrial tools to drive market
  • 8.3 LEAD DIOXIDE CATHODE MATERIALS
    • 8.3.1 DEMAND FOR COST-EFFECTIVE, RELIABLE ENERGY STORAGE IN AUTOMOTIVE AND INDUSTRIAL APPLICATIONS TO DRIVE MARKET
  • 8.4 OTHER CATHODE MATERIALS

9 CATHODE MATERIALS MARKET, BY BATTERY TYPE

  • 9.1 INTRODUCTION
  • 9.2 LITHIUM-ION
    • 9.2.1 RISING ADOPTION OF ELECTRIC VEHICLES, RENEWABLE ENERGY, AND PORTABLE ELECTRONICS TO PROPEL MARKET
  • 9.3 LEAD-ACID
    • 9.3.1 STEADY DEMAND FOR COST-EFFECTIVE, RELIABLE ENERGY STORAGE IN AUTOMOTIVE AND INDUSTRIAL APPLICATIONS TO DRIVE MARKET
  • 9.4 OTHER BATTERY TYPES

10 CATHODE MATERIALS MARKET, BY END USE

  • 10.1 INTRODUCTION
  • 10.2 AUTOMOTIVE
    • 10.2.1 GLOBAL SHIFT TOWARD ELECTRIC AND HYBRID VEHICLES TO ACCELERATE MARKET
  • 10.3 CONSUMER ELECTRONICS
    • 10.3.1 RISING ADOPTION OF PORTABLE ELECTRONIC DEVICES TO DRIVE DEMAND
  • 10.4 INDUSTRIAL
    • 10.4.1 GROWING ENERGY STORAGE AND BACKUP REQUIREMENTS TO FUEL MARKET GROWTH
  • 10.5 OTHER END USES

11 CATHODE MATERIALS MARKET, BY REGION

  • 11.1 INTRODUCTION
  • 11.2 ASIA PACIFIC
    • 11.2.1 CHINA
      • 11.2.1.1 Expanding electric vehicle adoption to drive market
    • 11.2.2 SOUTH KOREA
      • 11.2.2.1 Increasing automotive output, combined with leadership in electric vehicle production, to drive market
    • 11.2.3 JAPAN
      • 11.2.3.1 Rising adoption of electric and hybrid vehicles to drive market
    • 11.2.4 INDIA
      • 11.2.4.1 Government incentives for electric vehicle deployment under FAME-II to propel market
    • 11.2.5 TAIWAN
      • 11.2.5.1 Growth in battery recycling initiatives to fuel market growth
    • 11.2.6 MALAYSIA
      • 11.2.6.1 Rising lithium-ion battery production and growing industrial and energy storage demand to drive market
    • 11.2.7 REST OF ASIA PACIFIC
  • 11.3 NORTH AMERICA
    • 11.3.1 US
      • 11.3.1.1 Increasing lithium-ion battery production and strengthening domestic supply chains to fuel market growth
    • 11.3.2 CANADA
      • 11.3.2.1 Growing EV adoption to drive market growth
    • 11.3.3 MEXICO
      • 11.3.3.1 Rising EV adoption, particularly in logistics, ride-hailing, and public transportation, to fuel market growth
  • 11.4 EUROPE
    • 11.4.1 GERMANY
      • 11.4.1.1 Increasing demand for lithium-ion batteries and shift from conventional vehicles to boost market
    • 11.4.2 UK
      • 11.4.2.1 Rapid EV adoption to fuel market growth
    • 11.4.3 FRANCE
      • 11.4.3.1 Stable BEV growth to drive market
    • 11.4.4 REST OF EUROPE
  • 11.5 REST OF THE WORLD
    • 11.5.1 BRAZIL
      • 11.5.1.1 Growing automotive production and increasing demand from electronics and industrial applications to drive market
    • 11.5.2 OTHER COUNTRIES

12 COMPETITIVE LANDSCAPE

  • 12.1 INTRODUCTION
  • 12.2 KEY PLAYER STRATEGIES/RIGHT TO WIN
  • 12.3 REVENUE ANALYSIS
  • 12.4 MARKET SHARE ANALYSIS
  • 12.5 BRAND/PRODUCT COMPARISON
  • 12.6 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2024
    • 12.6.1 STARS
    • 12.6.2 EMERGING LEADERS
    • 12.6.3 PERVASIVE PLAYERS
    • 12.6.4 PARTICIPANTS
    • 12.6.5 COMPANY FOOTPRINT: KEY PLAYERS, 2024
      • 12.6.5.1 Company footprint
      • 12.6.5.2 Region footprint
      • 12.6.5.3 Material footprint
      • 12.6.5.4 Battery type footprint
      • 12.6.5.5 End-use footprint
  • 12.7 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2024
    • 12.7.1 PROGRESSIVE COMPANIES
    • 12.7.2 RESPONSIVE COMPANIES
    • 12.7.3 DYNAMIC COMPANIES
    • 12.7.4 STARTING BLOCKS
    • 12.7.5 COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2024
      • 12.7.5.1 Detailed list of key startups/SMEs
      • 12.7.5.2 Competitive benchmarking of key startups/SMEs
  • 12.8 VALUATION AND FINANCIAL METRICS
  • 12.9 COMPETITIVE SCENARIO
    • 12.9.1 DEALS
    • 12.9.2 EXPANSIONS

13 COMPANY PROFILES

  • 13.1 KEY PLAYERS
    • 13.1.1 HUNAN YUNENG NEW ENERGY BATTERY MATERIALS CO., LTD.
      • 13.1.1.1 Business overview
      • 13.1.1.2 Products/Solutions/Services offered
      • 13.1.1.3 Recent developments
        • 13.1.1.3.1 Deals
      • 13.1.1.4 MnM view
        • 13.1.1.4.1 Right to win
        • 13.1.1.4.2 Strategic choices
        • 13.1.1.4.3 Weaknesses and competitive threats
    • 13.1.2 XTC NEW ENERGY MATERIALS (XIAMEN) CO., LTD.
      • 13.1.2.1 Business overview
      • 13.1.2.2 Products/Solutions/Services offered
      • 13.1.2.3 Recent developments
        • 13.1.2.3.1 Deals
      • 13.1.2.4 MnM view
        • 13.1.2.4.1 Right to win
        • 13.1.2.4.2 Strategic choices
        • 13.1.2.4.3 Weaknesses and competitive threats
    • 13.1.3 SHENZHEN DYNANONIC CO., LTD
      • 13.1.3.1 Business overview
      • 13.1.3.2 Products/Solutions/Services offered
      • 13.1.3.3 Recent developments
        • 13.1.3.3.1 Deals
      • 13.1.3.4 MnM view
        • 13.1.3.4.1 Right to win
        • 13.1.3.4.2 Strategic choices
        • 13.1.3.4.3 Weaknesses and competitive threats
    • 13.1.4 LANDF CORP.
      • 13.1.4.1 Business overview
      • 13.1.4.2 Products/Solutions/Services offered
      • 13.1.4.3 Recent developments
        • 13.1.4.3.1 Expansions
      • 13.1.4.4 MnM view
        • 13.1.4.4.1 Right to win
        • 13.1.4.4.2 Strategic choices
        • 13.1.4.4.3 Weaknesses and competitive threats
    • 13.1.5 POSCO FUTURE M
      • 13.1.5.1 Business overview
      • 13.1.5.2 Products/Solutions/Services offered
      • 13.1.5.3 Recent developments
        • 13.1.5.3.1 Deals
      • 13.1.5.4 MnM view
        • 13.1.5.4.1 Right to win
        • 13.1.5.4.2 Strategic choices
        • 13.1.5.4.3 Weaknesses and competitive threats
    • 13.1.6 UMICORE
      • 13.1.6.1 Business overview
      • 13.1.6.2 Products/Solutions/Services offered
      • 13.1.6.3 Recent developments
        • 13.1.6.3.1 Deals
        • 13.1.6.3.2 Expansions
    • 13.1.7 EV METALS GROUP
      • 13.1.7.1 Business overview
      • 13.1.7.2 Products/Solutions/Services offered
      • 13.1.7.3 Recent developments
        • 13.1.7.3.1 Deals
    • 13.1.8 SUMITOMO METAL MINING CO., LTD.
      • 13.1.8.1 Business overview
      • 13.1.8.2 Products/Solutions/Services offered
      • 13.1.8.3 Recent developments
        • 13.1.8.3.1 Deals
        • 13.1.8.3.2 Expansions
    • 13.1.9 MITSUI MINING & SMELTING CO., LTD.
      • 13.1.9.1 Business overview
      • 13.1.9.2 Products/Solutions/Services offered
    • 13.1.10 BASF
      • 13.1.10.1 Business overview
      • 13.1.10.2 Products/Solutions/Services offered
      • 13.1.10.3 Recent developments
        • 13.1.10.3.1 Deals
    • 13.1.11 TODA KOGYO CORP.
      • 13.1.11.1 Business overview
      • 13.1.11.2 Products/Solutions/Services offered
      • 13.1.11.3 Recent developments
        • 13.1.11.3.1 Expansions
    • 13.1.12 NEI CORPORATION
      • 13.1.12.1 Business overview
      • 13.1.12.2 Products/Solutions/Services offered
      • 13.1.12.3 Recent developments
        • 13.1.12.3.1 Expansions
    • 13.1.13 SHANSHAN CO.
      • 13.1.13.1 Business overview
      • 13.1.13.2 Products/Solutions/Services offered
      • 13.1.13.3 Recent developments
        • 13.1.13.3.1 Deals
    • 13.1.14 GRAVITA INDIA LTD.
      • 13.1.14.1 Business overview
      • 13.1.14.2 Products/Solutions/Services offered
    • 13.1.15 LG CHEM
      • 13.1.15.1 Business overview
      • 13.1.15.2 Products/Solutions/Services offered
      • 13.1.15.3 Recent developments
        • 13.1.15.3.1 Deals
        • 13.1.15.3.2 Expansions
    • 13.1.16 NINGBO RONGBAI NEW ENERGY TECHNOLOGY CO., LTD.
      • 13.1.16.1 Business overview
      • 13.1.16.2 Products/Solutions/Services offered
    • 13.1.17 BEIJING DANGSHENG MATERIALS TECHNOLOGY CO., LTD.
      • 13.1.17.1 Business overview
      • 13.1.17.2 Products/Solutions/Services offered
    • 13.1.18 HUBEI WANRUN NEW ENERGY TECHNOLOGY CO., LTD.
      • 13.1.18.1 Business overview
      • 13.1.18.2 Products/Solutions/Services offered
    • 13.1.19 HUAYOU COBALT CO., LTD.
      • 13.1.19.1 Business overview
      • 13.1.19.2 Products/Solutions/Services offered
      • 13.1.19.3 Recent developments
        • 13.1.19.3.1 Deals
    • 13.1.20 AMERICAN ELEMENTS
      • 13.1.20.1 Business overview
      • 13.1.20.2 Products/Solutions/Services offered
    • 13.1.21 PROTERIAL, LTD.
      • 13.1.21.1 Business overview
      • 13.1.21.2 Products/Solutions/Services offered
      • 13.1.21.3 Recent developments
        • 13.1.21.3.1 Deals
  • 13.2 OTHER PLAYERS
    • 13.2.1 NICHIA CORPORATION
    • 13.2.2 PEKING UNIVERSITY PIONEER TECHNOLOGY INDUSTRY CO., LTD.
    • 13.2.3 ASCEND ELEMENTS, INC.
      • 13.2.3.1 Recent developments
        • 13.2.3.1.1 Deals
        • 13.2.3.1.2 Expansions
    • 13.2.4 TOPSOE

14 ADJACENT AND RELATED MARKETS

  • 14.1 INTRODUCTION
  • 14.2 LIMITATIONS
  • 14.3 INTERCONNECTED MARKETS
    • 14.3.1 INDUSTRIAL BATTERIES MARKET
    • 14.3.2 MARKET DEFINITION
    • 14.3.3 MARKET OVERVIEW
    • 14.3.4 INDUSTRIAL BATTERIES MARKET, BY BATTERY TYPE
      • 14.3.4.1 Lead-acid
        • 14.3.4.1.1 Increasing adoption in grid energy storage to drive growth
      • 14.3.4.2 Lithium-ion
        • 14.3.4.2.1 Decreasing prices to drive growth
      • 14.3.4.3 Others

15 APPENDIX

  • 15.1 DISCUSSION GUIDE
  • 15.2 KNOWLEDGESTORE: MARKETSANDMARKETS' SUBSCRIPTION PORTAL
  • 15.3 CUSTOMIZATION OPTIONS
  • 15.4 RELATED REPORTS
  • 15.5 AUTHOR DETAILS
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