배터리 전해액 첨가제 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the battery electrolyte additives market size was estimated at USD 1.87 billion in 2025 and is estimated to grow from USD 2.11 billion in 2026 to USD 3.92 billion by 2031, at a CAGR of 13.18% during the forecast period (2026-2031).

This report is Segmented by Chemistry (Vinylene Carbonate and More), Battery Types (Lithium-Ion Batteries and More), Application (Electric Vehicles and More), End-User Industry (Battery Cell Manufacturers and More), and Geography (Asia-Pacific, North America, Europe, South America, and Middle-East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Global Battery Electrolyte Additives Market Trends and Insights

Electric Vehicle Battery Production Growth

Electric vehicle battery production is increasing the demand for electrolyte additives across major cell chemistries. The International Energy Agency reported nearly 22 million electric cars produced in 2025, with China accounting for around three-quarters of global output. The agency projects 23 million electric cars globally in 2026. The battery electrolyte additives market benefits from this growth because new regional gigafactories must qualify materials for their own cell programs. A supplier can therefore gain from material quantities and from recurring work needed to validate additives. North American qualification is also increasingly shaped by Foreign Entity of Concern requirements that affect material-sourcing eligibility for federal tax credits.

Expansion of Grid-Scale Energy Storage Systems

Grid-scale storage is becoming a core grid asset rather than a limited demand-response tool. The U.S. Energy Information Administration projected 24 GW of utility-scale battery storage additions in 2026, following a record 15 GW added in 2025. This expansion supports the battery electrolyte additives market because stationary batteries prioritize 15-20 years of calendar life and deep-cycle performance. These applications require sultone-based and borate-based additives, including LiBOB and LiDFOB, over materials designed mainly for fast charging. The resulting chemistry requirement is distinct from that of many electric vehicle programs. Energy storage integrators are also taking a more direct role in setting electrolyte performance requirements.

High Qualification Costs and Long Cell-Validation Cycles

A new electrolyte additive must pass several cell-level qualification steps before it is approved for automotive use. These steps include initial electrolyte screening, extended cycling at various temperatures, gas evolution tests, safety abuse tests, and Original Equipment Manufacturer (OEM) integration tests. Automotive programs can take 2-4 years to complete this process. Validation service fees for a single additive candidate range from USD 200,000 to USD 800,000 per program. Existing formulations can therefore retain a 2-4-year advantage in a validated program, even when competing molecules claim better performance. UN 38.3 transport compliance and OEM engineering-change procedures can add further testing requirements when an additive is changed.

Other drivers and restraints analyzed in the detailed report include:

1. Demand for Higher Voltage and Longer-Life Cells
2. Commercialization of Silicon-Rich Anodes and High-Nickel Cathodes
3. Raw-Material Price Volatility and Limited High-Purity Supply

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Vinylene carbonate (VC) held 34.67% of the battery electrolyte additives market share in 2025. Its reduction behavior at the anode surface forms a dense interphase that conducts lithium ions and limits solvent co-intercalation. This function reduces initial capacity loss in graphite-anode lithium-ion cells. As a result, vinylene carbonate has remained a standard film-forming material in commercial lithium-ion formulations. The battery electrolyte additives market size for this chemistry is supported by the continued scale of graphite-anode cells. Its established qualification history also gives cell makers a familiar starting point for additive packages.

Fluoroethylene carbonate (FEC) is the fastest-growing chemistry, with a forecast CAGR of 13.84% through 2031. FEC is suited to silicon-rich anodes because the interphase must remain intact through repeated silicon expansion and contraction. Borate-based additives, including lithium bis(oxalato)borate (LiBOB) and lithium difluoro(oxalate)borate (LiDFOB), provide cathode protection in high-voltage systems and can complement VC rather than replace it. Sulfones and sultones, including 1,3-propane sultone and propene sultone, act as cathode passivators and overcharge protectors. Phosphate-based materials, such as tris(trimethylsilyl)phosphate, enhance flame retardancy and protect aluminum current collectors in high-nickel cells. The use of these material families reflects the need to balance interphase stability, cathode protection, safety, and cycle life in a single formulation.

Lithium-ion batteries accounted for 70.35% of the battery electrolyte additives market share in 2025. Their large installed manufacturing base keeps VC the highest-tonnage additive across conventional cell production. Lithium iron phosphate (LFP) and lithium manganese iron phosphate (LMFP) batteries require formulations designed for long calendar life and high cycle counts rather than maximum energy density. This requirement supports demand for specialized sultone and borate packages in grid storage applications. Lithium-ion batteries will remain the output foundation across the forecast period, and their continuing scale preserves the importance of robust qualification and consistent purity.

Next-generation platforms are forecast to grow at a 13.93% CAGR through 2031. These platforms include silicon-rich anode, sodium-ion, and lithium-metal batteries. Each platform requires a different additive approach because sodium coordination differs from lithium coordination in common solvent systems, and lithium-metal cells impose dendrite-suppression requirements. Group14 Technologies' commercial SCC55 production illustrates the movement of silicon anode materials from pilot activity toward commercial supply. Solid-state batteries remain limited to premium and defense applications through 2030, according to the International Energy Agency. Idemitsu Kosan's 2026 final investment decision for a solid-electrolyte pilot plant, targeted for completion in 2027, points to a possible later shift in demand.

Complete Report Scope:

• By Chemistry
  • Vinylene Carbonate
  • Fluoroethylene Carbonate
  • Borate-Based Additives (LiBOB, LiDFOB)
  • Sulfones and Sultones
  • Phosphate-Based Additives
  • Others
• By Battery Types
  • Lithium-Ion Batteries
  • LFP and LMFP Batteries
  • Next-Generation Batteries (Silicon-Rich Anode, Sodium-Ion, Lithium-Metal)
  • Solid-State Batteries
  • Others
• By Application
  • Electric Vehicles
  • Energy Storage Systems
  • Consumer Electronics
  • Industrial Applications
  • Others
• By End-User Industry
  • Battery Cell Manufacturers
  • Electrolyte Formulators
  • Electric Vehicle OEMs
  • Energy Storage Integrators
  • Others
• By Geography
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • ASEAN Countries
    • Rest of Asia-Pacific
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • NORDIC Countries
    • Russia
    • Rest of Europe
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Middle-East and Africa
    • Saudi Arabia
    • South Africa
    • Rest of Middle-East and Africa

Geography Analysis

Asia-Pacific held 47.02% of the battery electrolyte additives market share in 2025 and is forecast to grow at a 14.05% CAGR through 2031. China accounted for more than 80% of global battery cell production capacity in 2025, giving the region a large base for procurement and manufacturing. Suppliers without China-based manufacturing or technical service capabilities may be at a disadvantage in this procurement environment. South Korean companies such as Enchem, Soulbrain, Chunbo, and Dongwha Electrolyte supply major Korean cell makers and compete in China's energy storage system (ESS) market. Japan's Mitsubishi Chemical, through MU Ionic Solutions, and UBE Corporation retain positions as IP-rich incumbents with original additive patents.

North America and Europe are growing from lower bases as domestic cell manufacturing investment increases. In the United States, the U.S. Energy Information Administration (EIA) projects 24 GW of new utility-scale storage capacity in 2026, supporting regional demand for battery materials. Regional cell production, including Ultium Cells, Samsung SDI facilities, and Honda-LG Energy Solution joint ventures, is increasing the need for locally blended and imported additives. Europe presents a different demand profile, as recyclability requirements and per- and polyfluoroalkyl substances (PFAS)-related regulations can affect the selection of chemistry. As a result, the battery electrolyte additives market in Europe may require formulations that differ from globally standard products. Localization for regional gigafactory qualifications is likely to become more important as each manufacturing hub develops its own approved supply base.

South America, the Middle-East, and Africa remain early-stage regions but are becoming more relevant to the battery electrolyte additives market. Brazil and Argentina have seen growing electric vehicle assembly activity linked to Chinese OEM expansion, creating initial demand for imported additives and potentially supporting local supply as cell manufacturing follows. In July 2026, the African Development Bank approved a EUR 100 million loan (~USD 113.7 million) for Gotion Power Morocco's integrated lithium iron phosphate (LFP) gigafactory. The project targets 10 GWh in Phase 1 and 100 GWh at full build-out. Saudi Arabia's petrochemical base also provides a potential foundation for supplying carbonate solvents. These regions are unlikely to materially shift global market shares before 2028-2029, but they offer supply chain options for firms that establish regional capabilities early.

1. 3M
2. Asahi Kasei Corporation
3. BASF
4. Capchem Electricals Limited
5. Central Glass Co., Ltd.
6. Chunbo Co., Ltd.
7. Dongwha Group
8. ENCHEM Co., Ltd.
9. Guangzhou Tinci Materials Technology Co., Ltd.
10. Idemitsu Kosan Co.,Ltd.
11. LG Chem
12. Mitsubishi Chemical Corporation
13. NEI Corporation
14. Solvay
15. Soulbrain Co., Ltd.
16. UBE Corporation
17. Zhangjiagang Guotai Huarong New Chemical Materials Co.,Ltd.
18. Zhejiang Yongtai Technology Co., Ltd.

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

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

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Electric Vehicle Battery Production Growth
  • 4.2.2 Expansion of Grid-Scale Energy Storage Systems
  • 4.2.3 Demand for Higher-Voltage and Longer-Life Cells
  • 4.2.4 Commercialization of Silicon-Rich Anodes and High-Nickel Cathodes
  • 4.2.5 Formulation Localization for Regional Gigafactory Qualification
  • 4.2.6 Additive Co-Optimization with Battery Manufacturing Data Systems
• 4.3 Market Restraints
  • 4.3.1 High Qualification Costs and Long Cell-Validation Cycles
  • 4.3.2 Raw-Material Price Volatility and Limited High-Purity Supply
  • 4.3.3 Additive Loading Trade-Offs with Energy Density
  • 4.3.4 PFAS Compliance Uncertainty and Fluorinated Chemistry Substitution Risk
• 4.4 Value Chain Analysis
• 4.5 Porter's Five Forces Analysis
  • 4.5.1 Threat of New Entrants
  • 4.5.2 Bargaining Power of Suppliers
  • 4.5.3 Bargaining Power of Buyers
  • 4.5.4 Threat of Substitutes
  • 4.5.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value)

• 5.1 By Chemistry
  • 5.1.1 Vinylene Carbonate
  • 5.1.2 Fluoroethylene Carbonate
  • 5.1.3 Borate-Based Additives (LiBOB, LiDFOB)
  • 5.1.4 Sulfones and Sultones
  • 5.1.5 Phosphate-Based Additives
  • 5.1.6 Others
• 5.2 By Battery Types
  • 5.2.1 Lithium-Ion Batteries
  • 5.2.2 LFP and LMFP Batteries
  • 5.2.3 Next-Generation Batteries (Silicon-Rich Anode, Sodium-Ion, Lithium-Metal)
  • 5.2.4 Solid-State Batteries
  • 5.2.5 Others
• 5.3 By Application
  • 5.3.1 Electric Vehicles
  • 5.3.2 Energy Storage Systems
  • 5.3.3 Consumer Electronics
  • 5.3.4 Industrial Applications
  • 5.3.5 Others
• 5.4 By End-User Industry
  • 5.4.1 Battery Cell Manufacturers
  • 5.4.2 Electrolyte Formulators
  • 5.4.3 Electric Vehicle OEMs
  • 5.4.4 Energy Storage Integrators
  • 5.4.5 Others
• 5.5 By Geography
  • 5.5.1 Asia-Pacific
    • 5.5.1.1 China
    • 5.5.1.2 India
    • 5.5.1.3 Japan
    • 5.5.1.4 South Korea
    • 5.5.1.5 ASEAN Countries
    • 5.5.1.6 Rest of Asia-Pacific
  • 5.5.2 North America
    • 5.5.2.1 United States
    • 5.5.2.2 Canada
    • 5.5.2.3 Mexico
  • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 NORDIC Countries
    • 5.5.3.7 Russia
    • 5.5.3.8 Rest of Europe
  • 5.5.4 South America
    • 5.5.4.1 Brazil
    • 5.5.4.2 Argentina
    • 5.5.4.3 Rest of South America
  • 5.5.5 Middle-East and Africa
    • 5.5.5.1 Saudi Arabia
    • 5.5.5.2 South Africa
    • 5.5.5.3 Rest of Middle-East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share (%)/Ranking Analysis
• 6.4 Company Profiles (includes Global Overview, Market Overview, Core Segments, Financials as available, Strategic Information, Products and Services, Recent Developments)
  • 6.4.1 3M
  • 6.4.2 Asahi Kasei Corporation
  • 6.4.3 BASF
  • 6.4.4 Capchem Electricals Limited
  • 6.4.5 Central Glass Co., Ltd.
  • 6.4.6 Chunbo Co., Ltd.
  • 6.4.7 Dongwha Group
  • 6.4.8 ENCHEM Co., Ltd.
  • 6.4.9 Guangzhou Tinci Materials Technology Co., Ltd.
  • 6.4.10 Idemitsu Kosan Co.,Ltd.
  • 6.4.11 LG Chem
  • 6.4.12 Mitsubishi Chemical Corporation
  • 6.4.13 NEI Corporation
  • 6.4.14 Solvay
  • 6.4.15 Soulbrain Co., Ltd.
  • 6.4.16 UBE Corporation
  • 6.4.17 Zhangjiagang Guotai Huarong New Chemical Materials Co.,Ltd.
  • 6.4.18 Zhejiang Yongtai Technology Co., Ltd.

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment