세계의 니켈 코발트 망간(NCM) 배터리 시장 예측(-2030년) : 유형, 용도, 최종 사용자 및 지역별 분석

According to Stratistics MRC, the Global Nickel Cobalt Manganese Battery Market is accounted for $30.3 billion in 2024 and is expected to reach $80.7 billion by 2030 growing at a CAGR of 17.7% during the forecast period. Nickel-cobalt-manganese (NCM) batteries are a type of lithium-ion battery known for their high energy density and stability, making them ideal for electric vehicles (EVs) and energy storage applications. These batteries utilize a cathode composed of nickel, cobalt, and manganese in varying proportions, optimizing performance and cost. The nickel component enhances energy capacity, while cobalt improves thermal stability, and manganese contributes to overall safety and longevity.

Market Dynamics:

Driver:

Growing Electric vehicles (EVs) Adoption

Growing electric vehicle (EV) adoption like increasing demand for electric cars, driven by environmental concerns, government incentives, and advancements in technology. This trend significantly impacts the battery market, as NCM batteries are favored for their high energy density and performance. The surge in EV production boosts demand for NCM batteries, prompting manufacturers to invest in research, development, and scaling production. Consequently, this growth supports innovation, reduces costs, and enhances the overall sustainability of battery technologies, thus it drives the growth of the market.

Restraint:

Manufacturing Challenges

Manufacturing challenges in the market include high production costs, complex manufacturing processes, and quality control issues. These challenges can hinder scalability and slow down market growth, making it difficult for manufacturers to meet rising demand. Additionally, sourcing raw materials sustainably and managing supply chain disruptions add further complications. As a result, these manufacturing hurdles can limit innovation, thus it hinders the growth of the market.

Opportunity:

Technological Advancements

Technological advancements like innovations and improvements in battery design, materials, and manufacturing processes, these advancements enhance energy density, efficiency, and safety, making NCM batteries more competitive. Developments in cathode chemistry and battery management systems lead to longer lifespan and faster charging times. Furthermore, progress in recycling technologies promotes sustainability. Overall, these advancements drive market growth, supporting the rising demand for electric vehicles and renewable energy storage solutions. Thus, it boosts the growth of the market.

Threat:

Material Cost Fluctuations

Material cost fluctuations, particularly in nickel, cobalt, and manganese, significantly impact the market. Volatile prices can lead to increased production costs, affecting profit margins for manufacturers. This uncertainty may hinder investment in new technologies and production capacity, ultimately influencing the pricing of NCM batteries and their competitiveness in the growing electric vehicle and energy storage sectors. Thus, it hampers the growth of the market.

Covid-19 Impact:

COVID-19 disrupted the market through supply chain interruptions and reduced manufacturing capacity. Initial declines in demand from the automotive sector affected sales, but a subsequent surge in electric vehicle adoption revitalized the market. The pandemic also accelerated investments in renewable energy, driving innovation and sustainability efforts in battery technology as industries adapted to changing consumer needs.

The industrial segment is expected to be the largest during the forecast period

The industrial segment is expected to be the largest during the forecast period as advancements in battery technology, and economies of scale are enhancing efficiency and reducing costs. Moreover, the growing emphasis on sustainability is pushing manufacturers to source materials responsibly and innovate recycling processes. This dynamic landscape fosters competition, improves battery performance, and supports the transition to cleaner energy solutions globally.

The marine segment is expected to have the highest CAGR during the forecast period

The marine segment is expected to have the highest CAGR during the forecast period because it seeks cleaner and more efficient energy solutions. NCM batteries are being adopted for electric and hybrid marine vessels due to their high energy density and reliability, which enhance performance and reduce emissions. This shift supports regulatory compliance and sustainability goals within the industry. Additionally, investments in battery technology and infrastructure for marine applications are likely to spur innovation and growth in the market.

Region with largest share:

North America is projected to hold the largest market share during the forecast period due to renewable energy storage. As NCM batteries adoption enhances EV efficiency and driving range, boosting consumer interest. This trend drives investments in local manufacturing and research initiatives. However, concerns over the environmental impact of cobalt mining and potential supply chain disruptions may challenge sustainability efforts and influence future market growth in the region.

Region with highest CAGR:

Asia Pacific is projected to witness the highest CAGR over the forecast period owing to demand for electric vehicles (EVs) and renewable energy storage solutions. NCM batteries provide high energy density and enhanced performance, making them attractive for various applications. This growth drives investment in battery manufacturing and innovation in recycling technologies. However, challenges such as supply chain disruptions and environmental concerns may affect production costs, shaping the future landscape of the market in the region.

Key players in the market

Some of the key players in Nickel Cobalt Manganese Battery Market include A123 Systems, Amperex Technology Limited (ATL), BASF SE, BYD Company, CATL (Contemporary Amperex Technology Co. Limited), Envision AESC, EVE Energy, Farasis Energy, GS Yuasa Corporation, Hitachi Chemical (Showa Denko Materials), LG Energy Solution, Lithium Werks, Microvast, Northvolt AB, Panasonic Corporation, Prime Planet Energy & Solutions, Saft Groupe S.A. (TotalEnergies), Samsung SDI, Shenzhen BAK Power Battery Co., Ltd., SK Innovation, SVOLT Energy Technology and Toshiba Corporation.

Key Developments:

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In June 2024, Panasonic expanded AV Solution Suite at InfoComm to power innovative and engaging visual experiences across industries. This helped customers worry less about the technology setup, and more about how they can take their creativity and audience experience to the next level.

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Types Covered:

• NCM 111
• NCM 622
• NCM 811
• Other Types

Applications Covered:

• Electric Vehicles (EVs)
• Energy Storage Systems (ESS)
• Consumer Electronics
• Other Applications

End Users Covered:

• Automotive
• Aerospace
• Marine
• Medical
• Industrial
• Power
• Other End Users

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Application Analysis
• 3.7 End User Analysis
• 3.8 Emerging Markets
• 3.9 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Nickel Cobalt Manganese Battery Market, By Type

• 5.1 Introduction
• 5.2 NCM 111
• 5.3 NCM 622
• 5.4 NCM 811
• 5.5 Other Types

6 Global Nickel Cobalt Manganese Battery Market, By Application

• 6.1 Introduction
• 6.2 Electric Vehicles (EVs)
• 6.3 Energy Storage Systems (ESS)
• 6.4 Consumer Electronics
• 6.5 Other Applications

7 Global Nickel Cobalt Manganese Battery Market, By End Users

• 7.1 Introduction
• 7.2 Automotive
• 7.3 Aerospace
• 7.4 Marine
• 7.5 Medical
• 7.6 Industrial
• 7.7 Power
• 7.8 Other End Users

8 Global Nickel Cobalt Manganese Battery Market, By Geography

• 8.1 Introduction
• 8.2 North America
  • 8.2.1 US
  • 8.2.2 Canada
  • 8.2.3 Mexico
• 8.3 Europe
  • 8.3.1 Germany
  • 8.3.2 UK
  • 8.3.3 Italy
  • 8.3.4 France
  • 8.3.5 Spain
  • 8.3.6 Rest of Europe
• 8.4 Asia Pacific
  • 8.4.1 Japan
  • 8.4.2 China
  • 8.4.3 India
  • 8.4.4 Australia
  • 8.4.5 New Zealand
  • 8.4.6 South Korea
  • 8.4.7 Rest of Asia Pacific
• 8.5 South America
  • 8.5.1 Argentina
  • 8.5.2 Brazil
  • 8.5.3 Chile
  • 8.5.4 Rest of South America
• 8.6 Middle East & Africa
  • 8.6.1 Saudi Arabia
  • 8.6.2 UAE
  • 8.6.3 Qatar
  • 8.6.4 South Africa
  • 8.6.5 Rest of Middle East & Africa

9 Key Developments

• 9.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 9.2 Acquisitions & Mergers
• 9.3 New Product Launch
• 9.4 Expansions
• 9.5 Other Key Strategies

10 Company Profiling

• 10.1 A123 Systems
• 10.2 Amperex Technology Limited (ATL)
• 10.3 BASF SE
• 10.4 BYD Company
• 10.5 CATL (Contemporary Amperex Technology Co. Limited)
• 10.6 Envision AESC
• 10.7 EVE Energy
• 10.8 Farasis Energy
• 10.9 GS Yuasa Corporation
• 10.10 Hitachi Chemical (Showa Denko Materials)
• 10.11 LG Energy Solution
• 10.12 Lithium Werks
• 10.13 Microvast
• 10.14 Northvolt AB
• 10.15 Panasonic Corporation
• 10.16 Prime Planet Energy & Solutions
• 10.17 Saft Groupe S.A. (TotalEnergies)
• 10.18 Samsung SDI
• 10.19 Shenzhen BAK Power Battery Co., Ltd.
• 10.20 SK Innovation
• 10.21 SVOLT Energy Technology
• 10.22 Toshiba Corporation