전자기기에서 희토류 금속 회수 시장 예측(2034년) - 금속 종류, 전자폐기물 발생원, 기술, 용도, 최종사용자 및 지역별 세계 분석

According to Stratistics MRC, the Global Rare Earth Metal Recovery from Electronics Market is accounted for $7.40 billion in 2026 and is expected to reach $22.60 billion by 2034 growing at a CAGR of 15% during the forecast period. Rare Earth Metal Recovery from Electronics involves extracting valuable rare earth elements such as neodymium, dysprosium, and lanthanum from electronic waste, including smartphones, batteries, and circuit boards. These metals are critical for manufacturing electronics, renewable energy technologies, and advanced industrial systems. Recovery processes include mechanical separation, hydrometallurgy, and pyrometallurgy. This approach reduces dependency on mining, lowers environmental impact, and supports resource security. Growing volumes of electronic waste and increasing demand for rare earth materials are driving the development of efficient and sustainable recovery technologies.

Market Dynamics:

Driver:

Rising demand for critical rare earths

Rising demand for critical rare earths is accelerating adoption of recovery solutions, as industries increasingly rely on neodymium, dysprosium, and terbium for electronics, EVs, and renewable energy systems. Expanding awareness of supply chain vulnerabilities fosters reliance on recycling. Corporate investment in rare earth recovery propels development of advanced extraction technologies. Strong marketing campaigns emphasize resource security, boosting visibility in industrial ecosystems. Collectively, demand for rare earths is propelling the market toward sustained growth.

Restraint:

Complex recycling and extraction processes

High technical complexity raises operational costs. Limited availability of efficient separation technologies hampers credibility. Negative perceptions around environmental impact of extraction degrades consumer trust. Smaller recyclers struggle to manage advanced processes, limiting accessibility. Consequently, complexity continues to constrain market penetration despite strong demand drivers.

Opportunity:

Government incentives for recycling initiatives

Subsidies and tax benefits accelerate deployment of advanced recycling facilities. Strategic collaborations between recyclers and public agencies propel commercialization. Expanding investment in circular economy fosters breakthroughs in resource efficiency. Rising institutional preference for sustainable sourcing accelerates uptake of recovery programs. Overall, government support is propelling new revenue streams and strengthening market competitiveness.

Threat:

Volatile commodity prices impacting profitability

Fluctuations in global rare earth markets constrain investment confidence. Ambiguity around long-term pricing hampers scalability of recycling projects. Negative publicity around price instability degrades credibility of premium offerings. Cultural resistance to recycled materials hampers uptake in conservative industries. Consequently, price volatility continues to limit scalability despite strong innovation drivers.

Covid-19 Impact:

The Covid-19 pandemic accelerated demand for resource security, fostering adoption of rare earth recovery across electronics and industrial sectors. Rising awareness of supply chain disruptions propelled reliance on recycling. Lockdowns constrained mining operations, boosting short-term demand for recovered metals. Supply chain disruptions slowed integration of advanced recycling systems. Recovery phases fostered renewed investment in sustainable resource innovation, accelerating adoption post-pandemic. Expanding circular economy initiatives accelerated visibility of rare earth recovery solutions. Overall, Covid-19 acted as both a short-term constraint and a long-term catalyst for recycling growth.

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

The neodymium segment is expected to account for the largest market share during the forecast period as rising demand for critical rare earths accelerates reliance on neodymium for magnets in electronics, EVs, and wind turbines. Growing industrial preference for high-performance magnets fosters consistent adoption. Strong recycling initiatives accelerate visibility of neodymium recovery. Expanding investment in clean energy fosters breakthroughs in demand. Strategic collaborations between recyclers and manufacturers propel commercialization.

The energy & power segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the energy & power segment is predicted to witness the highest growth rate due to rising demand for critical rare earths accelerating adoption in renewable energy systems. Growing prevalence of wind and solar projects fosters reliance on rare earth magnets. Expanding investment in clean energy accelerates innovation in recovery demand. Strategic partnerships between recyclers and energy providers propel commercialization. Growing awareness of sustainability benefits fosters reliance on recovered rare earths. Strong marketing campaigns accelerate visibility of energy-linked recovery solutions.

Region with largest share:

During the forecast period, the Asia Pacific region is expected to hold the largest market share owing to rising demand for critical rare earths boosting adoption across China, Japan, South Korea, and India. Strong electronics and EV manufacturing infrastructure fosters visibility of recovery platforms. Established recycling companies accelerate commercialization of advanced solutions. Rising consumer preference for sustainable sourcing fosters consistent demand. Strategic collaborations between governments and recyclers propel innovation. Expanding industrial ecosystems accelerate accessibility of recovered rare earths.

Region with highest CAGR:

Over the forecast period, the Europe region is anticipated to exhibit the highest CAGR as rising demand for critical rare earths accelerates adoption across Germany, France, and the Nordic countries. Rapid implementation of circular economy policies fosters rising demand for recycling initiatives. Government incentives propel investment in advanced recovery technologies. Rising consumer preference for sustainable electronics accelerates willingness to pay for recycled materials. Expanding industrial ecosystems foster integration of rare earth recovery into manufacturing. Strong marketing campaigns accelerate awareness of sustainability benefits.

Key players in the market

Some of the key players in Rare Earth Metal Recovery from Electronics Market include Umicore SA, Boliden AB, Dowa Holdings Co., Ltd., Glencore plc, Aurubis AG, Veolia Environnement S.A., Sims Limited, Materion Corporation, American Manganese Inc., Neo Performance Materials Inc., Recylex S.A., Tetronics International Ltd., Mint Innovation Ltd., EnviroLeach Technologies Inc. and Stena Metall AB.

Key Developments:

In November 2025, Umicore announced a partnership with HS Hyosung Advanced Materials to industrialize silicon-anode materials for EV batteries. While not directly rare earth recovery, this collaboration reinforced Umicore's role in advanced materials and circular economy strategies, aligning with its broader recycling and recovery expertise.

In December 2024, Glencore signed a multi-year offtake agreement with Cyclic Materials, a Canadian advanced metals recycling company. Under this deal, Cyclic Materials supplies recycled copper extracted from electric motors to Glencore's recycling operations in Quebec. The partnership supports circular supply chains for rare earth elements and critical metals, reinforcing Glencore's role in sustainable electronics recycling.

Metal Types Covered:

• Neodymium
• Dysprosium
• Terbium
• Europium
• Yttrium
• Lanthanum
• Cerium
• Other Metal Types

Electronic Waste Sources Covered:

• Consumer Electronics Waste
• IT & Telecommunications Equipment Waste
• Automotive Electronics Waste
• Industrial Electronics Waste
• Renewable Energy Equipment Waste
• Other Electronic Waste Sources

Technologies Covered:

• Advanced Material Characterization
• Digital Twin Technology
• Blockchain for Traceability
• Other Technologies

Applications Covered:

• Magnets Production
• Batteries
• Catalysts
• Phosphors & Lighting
• Electronics Manufacturing
• Renewable Energy Systems
• Other Applications

End Users Covered:

• Electronics & Semiconductor
• Automotive
• Energy & Power
• Aerospace & Defense
• Industrial Manufacturing
• Healthcare
• Other End Users

Regions Covered:

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Netherlands
  • Belgium
  • Sweden
  • Switzerland
  • Poland
  • Rest of Europe
• Asia Pacific
  • China
  • Japan
  • India
  • South Korea
  • Australia
  • Indonesia
  • Thailand
  • Malaysia
  • Singapore
  • Vietnam
  • Rest of Asia Pacific
• South America
  • Brazil
  • Argentina
  • Colombia
  • Chile
  • Peru
  • Rest of South America
• Rest of the World (RoW)
  • Middle East
• Saudi Arabia
• United Arab Emirates
• Qatar
• Israel
• Rest of Middle East
  • Africa
• South Africa
• Egypt
• Morocco
• Rest of 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 2023, 2024, 2025, 2026, 2027, 2028, 2030, 2032 and 2034
• 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

• 1.1 Market Snapshot and Key Highlights
• 1.2 Growth Drivers, Challenges, and Opportunities
• 1.3 Competitive Landscape Overview
• 1.4 Strategic Insights and Recommendations

2 Research Framework

• 2.1 Study Objectives and Scope
• 2.2 Stakeholder Analysis
• 2.3 Research Assumptions and Limitations
• 2.4 Research Methodology
  • 2.4.1 Data Collection (Primary and Secondary)
  • 2.4.2 Data Modeling and Estimation Techniques
  • 2.4.3 Data Validation and Triangulation
  • 2.4.4 Analytical and Forecasting Approach

3 Market Dynamics and Trend Analysis

• 3.1 Market Definition and Structure
• 3.2 Key Market Drivers
• 3.3 Market Restraints and Challenges
• 3.4 Growth Opportunities and Investment Hotspots
• 3.5 Industry Threats and Risk Assessment
• 3.6 Technology and Innovation Landscape
• 3.7 Emerging and High-Growth Markets
• 3.8 Regulatory and Policy Environment
• 3.9 Impact of COVID-19 and Recovery Outlook

4 Competitive and Strategic Assessment

• 4.1 Porter's Five Forces Analysis
  • 4.1.1 Supplier Bargaining Power
  • 4.1.2 Buyer Bargaining Power
  • 4.1.3 Threat of Substitutes
  • 4.1.4 Threat of New Entrants
  • 4.1.5 Competitive Rivalry
• 4.2 Market Share Analysis of Key Players
• 4.3 Product Benchmarking and Performance Comparison

5 Global Rare Earth Metal Recovery from Electronics Market, By Metal Type

• 5.1 Neodymium
• 5.2 Dysprosium
• 5.3 Terbium
• 5.4 Europium
• 5.5 Yttrium
• 5.6 Lanthanum
• 5.7 Cerium
• 5.8 Other Metal Types

6 Global Rare Earth Metal Recovery from Electronics Market, By Source of Electronic Waste

• 6.1 Consumer Electronics Waste
• 6.2 IT & Telecommunications Equipment Waste
• 6.3 Automotive Electronics Waste
• 6.4 Industrial Electronics Waste
• 6.5 Renewable Energy Equipment Waste
• 6.6 Other Electronic Waste Sources

7 Global Rare Earth Metal Recovery from Electronics Market, By Technology

• 7.1 Advanced Material Characterization
• 7.2 Digital Twin Technology
• 7.3 Blockchain for Traceability
• 7.4 Other Technologies

8 Global Rare Earth Metal Recovery from Electronics Market, By Application

• 8.1 Magnets Production
• 8.2 Batteries
• 8.3 Catalysts
• 8.4 Phosphors & Lighting
• 8.5 Electronics Manufacturing
• 8.6 Renewable Energy Systems
• 8.7 Other Applications

9 Global Rare Earth Metal Recovery from Electronics Market, By End User

• 9.1 Electronics & Semiconductor
• 9.2 Automotive
• 9.3 Energy & Power
• 9.4 Aerospace & Defense
• 9.5 Industrial Manufacturing
• 9.6 Healthcare
• 9.7 Other End Users

10 Global Rare Earth Metal Recovery from Electronics Market, By Geography

• 10.1 North America
  • 10.1.1 United States
  • 10.1.2 Canada
  • 10.1.3 Mexico
• 10.2 Europe
  • 10.2.1 United Kingdom
  • 10.2.2 Germany
  • 10.2.3 France
  • 10.2.4 Italy
  • 10.2.5 Spain
  • 10.2.6 Netherlands
  • 10.2.7 Belgium
  • 10.2.8 Sweden
  • 10.2.9 Switzerland
  • 10.2.10 Poland
  • 10.2.11 Rest of Europe
• 10.3 Asia Pacific
  • 10.3.1 China
  • 10.3.2 Japan
  • 10.3.3 India
  • 10.3.4 South Korea
  • 10.3.5 Australia
  • 10.3.6 Indonesia
  • 10.3.7 Thailand
  • 10.3.8 Malaysia
  • 10.3.9 Singapore
  • 10.3.10 Vietnam
  • 10.3.11 Rest of Asia Pacific
• 10.4 South America
  • 10.4.1 Brazil
  • 10.4.2 Argentina
  • 10.4.3 Colombia
  • 10.4.4 Chile
  • 10.4.5 Peru
  • 10.4.6 Rest of South America
• 10.5 Rest of the World (RoW)
  • 10.5.1 Middle East
    • 10.5.1.1 Saudi Arabia
    • 10.5.1.2 United Arab Emirates
    • 10.5.1.3 Qatar
    • 10.5.1.4 Israel
    • 10.5.1.5 Rest of Middle East
  • 10.5.2 Africa
    • 10.5.2.1 South Africa
    • 10.5.2.2 Egypt
    • 10.5.2.3 Morocco
    • 10.5.2.4 Rest of Africa

11 Strategic Market Intelligence

• 11.1 Industry Value Network and Supply Chain Assessment
• 11.2 White-Space and Opportunity Mapping
• 11.3 Product Evolution and Market Life Cycle Analysis
• 11.4 Channel, Distributor, and Go-to-Market Assessment

12 Industry Developments and Strategic Initiatives

• 12.1 Mergers and Acquisitions
• 12.2 Partnerships, Alliances, and Joint Ventures
• 12.3 New Product Launches and Certifications
• 12.4 Capacity Expansion and Investments
• 12.5 Other Strategic Initiatives

13 Company Profiles

• 13.1 Umicore SA
• 13.2 Boliden AB
• 13.3 Dowa Holdings Co., Ltd.
• 13.4 Glencore plc
• 13.5 Aurubis AG
• 13.6 Veolia Environnement S.A.
• 13.7 Sims Limited
• 13.8 Materion Corporation
• 13.9 American Manganese Inc.
• 13.10 Neo Performance Materials Inc.
• 13.11 Recylex S.A.
• 13.12 Tetronics International Ltd.
• 13.13 Mint Innovation Ltd.
• 13.14 EnviroLeach Technologies Inc.
• 13.15 Stena Metall AB