배터리 열폭주 전파 차단 소재 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the battery thermal runaway propagation barrier materials market was valued at USD 0.72 billion in 2025 and is estimated to grow from USD 0.80 billion in 2026 to reach USD 1.35 billion by 2031, at a CAGR of 10.85% during the forecast period (2026-2031).

This report is Segmented by Material Type (Mica, Aerogel, and More), Form Type (Sheets and Pads, Coatings, and More), Battery Chemistry (NMC and NCA Batteries, LFP and LMFP Batteries, and More), Application (Electric Vehicles, Industrial Applications, and More), and Geography (Asia-Pacific, North America, and More). The Market Forecasts are Provided in Terms of Value (USD).

Global Battery Thermal Runaway Propagation Barrier Materials Market Trends and Insights

Mandatory Thermal Propagation Compliance in China and North America

China's GB 38031-2025 took effect for newly declared vehicle models on July 1, 2026, and requires existing models to comply by July 1, 2027. The standard requires a two-hour no-fire, no-explosion outcome after thermal runaway, while smoke must not enter the passenger compartment. It also includes bottom-impact testing and a post-fast-charging sequence of 300 aging cycles followed by an external short-circuit test. These tests make barrier durability under mechanical and thermal stress a qualification requirement for the battery thermal runaway propagation barrier materials market. In North America, Underwriters Laboratories (UL) 9540A testing for storage systems and draft FMVSS 305a requirements for high-voltage vehicle batteries create separate compliance paths for suppliers. The result is demand for passive barriers that address both vehicle and stationary-storage safety conditions.

Battery Pack Densification Through Cell-to-Pack and Cell-to-Body Architectures

Cell-to-pack designs remove the intermediate module layer and increase cell utilization from 40-50% to 60-70%. This architecture also removes module housing walls that had limited heat transfer between cells. A 2026 study found that heat transfer during thermal runaway in cell-to-pack modules depends directly on barrier conductivity and mechanical behavior at the cell interface. Cell-to-body designs add crash loads and compressive stress because the battery enclosure becomes part of the vehicle structure. The battery thermal runaway propagation barrier materials market is therefore moving toward conformal parts, precision die-cutting, injection molding, and coating methods. Low-weight and thin materials remain important because safety components must fit into increasingly compact pack geometries.

High Cost of Aerogel and Advanced Multilayer Barrier Systems

Aerogel barriers cost more per unit area than mica or ceramic fiber alternatives, especially in high-volume LFP programs with tight cost limits. Aspen Aerogels stopped its planned USD 325 million facility in Statesboro, Georgia, in 2025 and focused on Rhode Island capacity and external fabrication. The decision showed the capital intensity and utilization risk associated with large-scale automotive aerogel production. Barriers must also preserve their thermal function under compression, venting, and crash loads, which can make a low-cost material unsuitable for a demanding pack design. Alkegen started full-scale production of its AlkeGel fiber-aerogel composite in June 2025, using a low-dust format intended to remove the encapsulation step required by conventional aerogels. This approach addresses cost at the pack assembly stage, although material selection still depends on the safety and price targets of each program.

Other drivers and restraints analyzed in the detailed report include:

1. Rising Energy Density and Faster Charging Requirements
2. Expansion of Grid-Scale Battery Energy Storage Systems
3. Recycling, End-of-Life Separation and Material Traceability Constraints

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

Segment Analysis

Mica held 34.18% of 2025 revenue, making it the leading material category in the battery thermal runaway propagation barrier materials market. Its dielectric strength exceeds 11 kV, and its temperature resistance is above 1,000 °C, supporting cell-to-cell and module-level applications. Mica remains relevant in high-volume LFP and NMC programs because it combines cost control with established thermal and electrical performance. Cell-to-pack designs increase the need for materials that fit three-dimensional prismatic cell surfaces rather than regular planar gaps. This favors suppliers that can mold, die-cut, and assemble complex mica components for specific pack layouts.

Aerogel is forecast to expand at a 12.02% CAGR through 2031, the fastest rate among material types in the battery thermal runaway propagation barrier materials industry. Aspen Aerogels reported more than USD 300 million in EV thermal barrier revenue during 2024, with most of that revenue linked to a single OEM relationship. Ceramic fiber and ceramic paper remain suited to applications that require sustained flame resistance, including NMC and NCA module barriers. Intumescent materials provide a char-forming response under heat, unlike passive mica and aerogel formats. The battery thermal runaway propagation barrier materials market thus contains both established insulation products and active-response materials for more severe use cases.

Sheets and pads held 34.31% of revenue in 2025, the largest form type share within the battery thermal runaway propagation barrier materials market. This format is established across mica, aerogel, and ceramic fiber products because it can be placed between cells, modules, or structural components. Rogers Corporation's ProCell EV Firewall 300 series combines gap filling, vibration management, and thermal propagation protection in one silicone elastomeric component. Molded parts support complex pack geometries, including cell barriers, module covers, and busbar insulation. ElringKlinger's ElroForm TP is rated to 1,300 °C and has UL 94 V-0 certification for these applications.

Coatings are forecast to grow at an 11.71% CAGR through 2031. The battery thermal runaway propagation barrier materials market size for coatings is supported by cell-to-pack and cell-to-body designs, where direct application may be the only workable geometry between closely arranged cells. Dip-coating, spray coating, and screen printing allow barriers to follow cell surfaces without adding separate inserts. Sumitomo Riko received US Patent 12,562,415 in February 2026 for a silica-aerogel-containing insulation sheet between battery cells. ISO 12405 and IEC 62619 testing conditions also favor materials that maintain their function under electrical, mechanical, and thermal stress. Coatings, therefore, offer a route to combine safety performance with compact pack integration.

Complete Report Scope:

• By Material Type
  • Mica
  • Aerogel
  • Ceramic Fiber and Ceramic Paper
  • Intumescent Materials
  • Other Material Types
• By Form Type
  • Sheets and Pads
  • Coatings
  • Molded Parts
  • Other Form Types
• By Battery Chemistry
  • NMC and NCA Batteries
  • LFP and LMFP Batteries
  • Solid-State Batteries
  • Other Battery Chemistries
• By Application
  • Electric Vehicles
  • Battery Energy Storage Systems
  • Industrial Applications
  • Other Applications
• By Geography
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Rest of Asia-Pacific
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • 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 44.47% of 2025 revenue and is forecast to grow at an 11.86% CAGR through 2031, the highest regional rate in the battery thermal runaway propagation barrier materials market. China combines cell production, battery pack assembly, automotive demand, and storage deployment at a scale unmatched by other regions. China added 63 GW of new BESS capacity in 2025, creating a second demand channel beyond electric vehicles. The enforcement of GB 38031-2025 makes thermal propagation performance a central part of battery qualification in the country. Japan and South Korea also contribute through solid-state cell development and future OEM qualification programs.

In North America, domestic battery storage capacity is projected to exceed 60 GW by the end of 2026, with most capacity in utility-scale lithium-ion systems. This creates requirements for cabinet and rack barriers that differ from automotive pack requirements. Aspen Aerogels reached a USD 37.6 million commercial settlement with General Motors in the first quarter of 2026 under a long-term EV thermal barrier supply agreement. The relationship reflects the high-value and concentrated nature of platform-specific supply arrangements. Brazil and Argentina represent earlier-stage opportunities linked to domestic battery plans and renewable energy integration.

Europe has a growing revenue contribution in the battery thermal runaway propagation barrier materials market because of vehicle safety, traceability, and storage procurement requirements. UNECE R100.3 and the EU Battery Regulation 2023/1542 increase attention to fire protection, system separation, responsible sourcing, and end-of-life treatment. ElringKlinger received EUR 33.8 million (approximately USD 37 million) in Important Projects of Common European Interest (IPCEI) funding for an innovative battery cell housing design through 2026. Italy's MACSE auction contracted 10 GWh of utility-scale storage for delivery by 2028, while Great Britain's long-duration storage plan targets 2.7-7.7 GWh by 2035. The Middle-East and Africa drive demand through renewable storage projects in Saudi Arabia, and grid investment in South Africa supports later demand.

1. 3M
2. Alkegen
3. Aspen Aerogels, Inc.
4. DuPont
5. ElringKlinger AG
6. KULR Technology Group, Inc.
7. L&L Products
8. Morgan Advanced Materials plc
9. Pyrophobic Systems Ltd.
10. Rochling SE & Co. KG
11. Rogers Corporation
12. Saint-Gobain
13. Sumitomo Riko Company Limited
14. Von Roll Holding AG
15. Zotefoams plc

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 Mandatory Thermal Propagation Compliance in China and North America
  • 4.2.2 Battery Pack Densification Through Cell-to-Pack and Cell-to-Body Architectures
  • 4.2.3 Rising Energy Density and Faster Charging Requirements
  • 4.2.4 Expansion of Grid-Scale Battery Energy Storage Systems
  • 4.2.5 Integration of Thermal, Mechanical and Electrical Protection in Single Components
  • 4.2.6 Qualification Demand for Low-Weight, Thin and Moldable Barrier Systems
• 4.3 Market Restraints
  • 4.3.1 High Cost of Aerogel and Advanced Multilayer Barrier Systems
  • 4.3.2 Lengthy OEM Qualification and Validation Cycles
  • 4.3.3 Material Performance Trade-Offs Under Compression, Venting and Crash Loads
  • 4.3.4 Recycling, End-of-Life Separation and Material Traceability Constraints
• 4.4 Value Chain Analysis
• 4.5 Porter's Five Forces
  • 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 Material Type
  • 5.1.1 Mica
  • 5.1.2 Aerogel
  • 5.1.3 Ceramic Fiber and Ceramic Paper
  • 5.1.4 Intumescent Materials
  • 5.1.5 Other Material Types
• 5.2 By Form Type
  • 5.2.1 Sheets and Pads
  • 5.2.2 Coatings
  • 5.2.3 Molded Parts
  • 5.2.4 Other Form Types
• 5.3 By Battery Chemistry
  • 5.3.1 NMC and NCA Batteries
  • 5.3.2 LFP and LMFP Batteries
  • 5.3.3 Solid-State Batteries
  • 5.3.4 Other Battery Chemistries
• 5.4 By Application
  • 5.4.1 Electric Vehicles
  • 5.4.2 Battery Energy Storage Systems
  • 5.4.3 Industrial Applications
  • 5.4.4 Other Applications
• 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 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 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, and Recent Developments)
  • 6.4.1 3M
  • 6.4.2 Alkegen
  • 6.4.3 Aspen Aerogels, Inc.
  • 6.4.4 DuPont
  • 6.4.5 ElringKlinger AG
  • 6.4.6 KULR Technology Group, Inc.
  • 6.4.7 L&L Products
  • 6.4.8 Morgan Advanced Materials plc
  • 6.4.9 Pyrophobic Systems Ltd.
  • 6.4.10 Rochling SE & Co. KG
  • 6.4.11 Rogers Corporation
  • 6.4.12 Saint-Gobain
  • 6.4.13 Sumitomo Riko Company Limited
  • 6.4.14 Von Roll Holding AG
  • 6.4.15 Zotefoams plc

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment