영국의 전기자동차 배터리 분리막 시장 : 점유율 분석, 산업 동향, 성장 예측(2025-2030년)

The United Kingdom Electric Vehicle Battery Separator Market size is estimated at USD 1.45 million in 2025, and is expected to reach USD 2.92 million by 2030, at a CAGR of 15.01% during the forecast period (2025-2030).

Key Highlights

• Over the medium period, the growing adoption of electric vehicles and the decreasing price of lithium-ion batteries is expected to drive the market in the forecast period.
• On the other hand, the supply chain gap in battery materials created by the monopolies of some countries, such as ingredient shortages or distribution bottlenecks, is expected to restrain market growth in the future.
• Nevertheless, the increasing research and development of other battery chemistries like solid-state batteries, advanced lithium-ion chemistry, Sodium-ion batteries, etc, are expected to create an opportunity for the market in the future.

United Kingdom Electric Vehicle Battery Separator Market Trends

Growing Adoption of Electric Vehicles Drives the Market

• In the United Kingdom, the surging demand for electric vehicles (EVs) is propelling the growth of the EV battery separator market. As the nation pivots towards clean energy, the spotlight is firmly on electric vehicles, a segment garnering heightened attention from companies. This burgeoning interest among consumers is fueled by heightened environmental consciousness, the economic benefits of owning an EV, and strides in EV technology.
• Recently, the region has seen a notable uptick in electric vehicle (EV) sales. The International Energy Agency (IEA) highlighted that in 2023, EV sales reached 450,000 units, marking a 21.62% rise from 2022. This escalating consumer inclination not only accelerates EV adoption but also amplifies the demand for batteries and battery separators in the region.
• To further bolster EV adoption, the government has introduced a suite of incentives and subsidies. These encompass tax breaks, grants for electric car purchases, and bolstered investments in charging infrastructure. Such initiatives resonate with broader European Union endeavors to mitigate carbon emissions and achieve climate goals.
• As a case in point, in 2023, the UK rolled out a Zero-Emission Vehicle (ZEV) mandate. This directive stipulates that by 2030, 80% of new cars and 70% of new vans should be zero-emission, aiming for a complete 100% transition by 2035. Additionally, the government extends support to businesses and individuals acquiring electric vans and trucks, covering 35% of the purchase price. This translates to a maximum of GBP 2,500 (USD 3,188) for small vans and GBP 5,000 (USD 6,377) for larger ones. Such incentives, spanning tax rebates and subsidies for EV purchases, are poised to significantly elevate the demand for EV batteries and, consequently, battery separators in the foreseeable future.
• Furthermore, the UK's automotive landscape is witnessing a surge in investments, all aimed at amplifying EV production. As UK firms delve into EV manufacturing, there's a pronounced uptick in the demand for premium battery components, especially separators, underscoring the industry's commitment to innovation and sustainability.
• For instance, in May 2023, Tata Motors, the parent company of Jaguar Land Rover, announced plans for a multi-billion dollar electric car battery plant, set to commence in the following year. The chosen site for this battery facility is Somerset, nestled in southwest England. Such endeavors, alongside the expansion of electric vehicle lineups in the region, are pivotal in bolstering the EV battery separator market.
• Given these developments, it's anticipated that the demand for EV battery separators will see a significant uptick during the forecast period.

Lithium-Ion Battery Type to Dominate the Market

• Li-ion batteries play a pivotal role in the growth of the EV battery separator market, shaping the trajectory of the electric vehicle (EV) industry. Celebrated for their high energy density, extended cycle life, and minimal self-discharge rate, Li-ion batteries have become the top choice for electric vehicles. This prevalent adoption of Li-ion batteries in the EV sector amplifies the demand for specialized separators tailored for these batteries.
• Key market players are ramping up their R&D investments and production activities, intensifying competition and driving prices down. Bloomberg NEF reports that while average battery pack prices for EVs and battery energy storage systems (BESS) saw a general rise, 2023 stood out with a notable 13% drop, settling at USD 139/kWh. The trend appears set to continue, with forecasts predicting a dip to USD 113/kWh by 2025 and a further slide to USD 80/kWh by 2030, all thanks to relentless technological and manufacturing advancements.
• Additionally, as sustainability takes center stage, the nation's commitment to recycling lithium-ion batteries is reshaping the separator market. Separators made from sustainable materials and designed for easier recycling are becoming increasingly popular. This trend aligns with Europe's broader goals of waste reduction and strengthening the circular economy, propelling innovations in separator technology.
• For example, in February 2024, Volkswagen Group United Kingdom Ltd. forged a partnership with Ecoba, a prominent battery recycling firm, to reclaim lithium-ion materials from electric vehicle (EV) batteries. This collaboration not only advances VWG UK's journey towards a circular energy model but also underscores the automotive titan's commitment to bolstering sustainability in the UK.
• Furthermore, the nation's burgeoning gigafactories underscore its ambition to dominate Europe's battery landscape. These expansive facilities, predominantly centered on Li-ion battery production, are amplifying the demand for specialized separators.
• In November 2023, the United Kingdon (UK) government unveiled a GBP 50 million (USD 63 million) investment aimed at fortifying the battery supply chain, with a focus on lithium-ion batteries, to bolster the country's future EV production goals. The Battery Strategy promises targeted backing for zero-emission vehicles, batteries, and their supply chains, including fresh capital and R&D funding extending to 2030. Such strategic investments are poised to boost lithium-ion battery production in the UK and elevate the demand for battery separators in the years ahead.
• Consequently, these initiatives are set to bolster lithium-ion battery output and substantially amplify the capacity for EV battery separators during the forecast period.

United Kingdom Electric Vehicle Battery Separator Industry Overview

The United Kingdom's electric vehicle battery separator market is semi-consolidated. Some key players (not in particular order) are Mitsubishi Chemical Group Corporation, Hitachi Chemical Company Ltd, Toray Industries Inc., Sumitomo Chemical Co. Ltd, Teijin Ltd, among others.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD, till 2029
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
    • 4.5.1.1 Growing Adoption of Electric Vehicles
    • 4.5.1.2 Decline in cost of battery raw materials
  • 4.5.2 Restraints
    • 4.5.2.1 The Supply Chain Gap
• 4.6 Supply Chain Analysis
• 4.7 PESTLE Analysis
• 4.8 Investment Analysis

5 MARKET SEGMENTATION

• 5.1 Battery
  • 5.1.1 Lithium-ion
  • 5.1.2 Lead-Acid
  • 5.1.3 Others
• 5.2 Material Type
  • 5.2.1 Polypropylene
  • 5.2.2 Polyethylene
  • 5.2.3 Other Material Types

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 Mitsubishi Chemical Group Corporation
  • 6.3.2 Hitachi Chemical Company Ltd
  • 6.3.3 Toray Industries Inc.
  • 6.3.4 Sumitomo Chemical Co. Ltd
  • 6.3.5 Teijin Ltd
  • 6.3.6 Entek International
  • 6.3.7 EniChem
  • 6.3.8 SK Innovation Co. Ltd
• 6.4 List of Other Prominent Companies
• 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

• 7.1 Increasing Research and Development of Other Battery Chemistries