세계의 배터리 재료 시장 : 규모, 점유율, 동향, 산업 분석 보고서 : 유형별, 전지 유형별, 용도별, 지역별 - 예측(2025-2034년)
Battery Materials Market Size, Share, Trends, & Industry Analysis Report By Type (Cathode, Anode, Electrolyte, Separator, and Others), By Battery Type, By Application, and By Region - Market Forecast, 2025-2034
상품코드:1831702
리서치사:Polaris Market Research
발행일:2025년 09월
페이지 정보:영문 127 Pages
라이선스 & 가격 (부가세 별도)
한글목차
Polaris Market Research의 최근 조사에 따르면 배터리 재료 시장 규모는 2034년까지 2,655억 9,000만 달러에 이를 것으로 예측됩니다. 이 설문조사 보고서는 현재 시장 역학을 자세히 파악하고 향후 시장 성장에 대한 분석을 제공합니다.
배터리 재료란, 충전식 및 비충전식 배터리의 중요한 구성 요소를 형성해, 전기 에너지를 효율적으로 저장 및 공급하는 것을 가능하게 하는 원재료, 화학물질, 화합물을 말합니다. 이들 재료는 양극 재료, 음극 재료, 전해질, 이온의 흐름을 허용하면서 단락을 방지하는 세퍼레이터 등을 포함합니다. 이러한 부품은 배터리용량, 에너지 밀도, 충전 속도, 사이클 수명 및 안전성을 결정합니다. 보다 깨끗한 에너지와 산업용 전기에 대한 수요가 증가함에 따라 보다 높은 성능과 지속가능성을 갖춘 고급 배터리 재료의 필요성이 가속화되고 있습니다. 그 용도는 전기자동차(EV)를 비롯한 다양한 산업에 걸쳐 있으며, 드라이브 트레인에 전력을 공급하여 주행 거리 및 충전 효율에 직접 영향을 미칩니다.
배터리 재료의 개발과 이용은 전지의 성능과 비용 경쟁력을 결정할 뿐만 아니라 세계의 모빌리티, 에너지, 디지털 커넥티비티의 미래를 형성하는 것입니다.
배터리 재료 시장 보고서 하이라이트
유형별로, 양극 부문이 배터리의 전반적인 성능, 용량 및 비용을 결정하는 데 중요한 역할을 하기 때문에 2024년에는 양극 부문이 최대 수익 점유율을 차지했습니다.
배터리 유형별로 리튬 이온 부문은 2024년 주요 수익 점유율을 차지했는데, 이는 뛰어난 성능 특성과 여러 산업에 걸친 응용 분야의 확대 때문입니다.
용도별로 보다 깨끗한 이동성 솔루션으로의 전환이 진행됨에 따라 전기자동차(EV) 부문이 2024년 수익 점유율을 독점했습니다.
북미 배터리 재료 시장은 2024년 세계 최대의 배터리 재료 점유율을 차지했습니다. 이러한 이점은 전기자동차(EV) 생산의 급속한 확대와 청정 에너지를 추진하는 정부의 이니셔티브에 기인합니다.
미국은 EV세액 공제를 위한 현지 함량 요건을 의무화한 인플레이션 삭감법 등 연방 정책에 따라 2024년 북미 배터리 재료 랜드스케이프에서 가장 큰 수익 점유율을 차지했습니다.
아시아태평양 시장은 한국, 인도, 일본 등의 국가에서 EV 생산의 활황에 견인되어 2034년에는 상당한 수익 점유율을 차지할 것으로 예측되고 있습니다.
유럽의 산업은 적극적인 기후 목표와 2035년까지 제로 방출 차량으로의 전환을 의무화하는 유럽 그린딜에 의해 2025-2034년에 걸쳐 급속한 CAGR로 성장할 것으로 예측됩니다.
세계 주요 시장 기업으로는 Arcadium Lithium, Asahi Kasei Corporation, BASF SE, Contemporary Amperex Technology Co., Limited(CATL), Ganfeng Lithium, Gelion, Mitsubishi Chemical Corporation, Nano One, POSCO Future M, CuantumScape, Sumitomo Metal 등이 있습니다.
The battery materials market size is expected to reach USD 265.59 billion by 2034, according to a new study by Polaris Market Research. The report "Battery Materials Market Share, Size, Trends, Industry Analysis Report: By Type (Cathode, Anode, Electrolyte, Separator, and Others), By Battery Type, By Application, and By Region; Market Forecast, 2025-2034" gives a detailed insight into current market dynamics and provides analysis on future market growth.
Battery materials refer to the raw materials, chemicals, and compounds that form the essential components of rechargeable and non-rechargeable batteries, enabling them to store and deliver electrical energy efficiently. These materials include cathode materials, anode materials, electrolytes, and separators that prevent short-circuiting while allowing ion flow. These components determine a battery's capacity, energy density, charging speed, cycle life, and safety. The increasing demand for cleaner energy and the electrification of industries has accelerated the need for advanced battery materials with higher performance and sustainability. Their usage spans multiple industries, including electric vehicles (EVs), where they power drivetrains and directly impact driving range and charging efficiency.
The development and usage of battery materials not only define the performance and cost competitiveness of batteries but also shape the future of mobility, energy, and digital connectivity worldwide.
Battery Materials Market Report Highlights
In terms of type, the cathode segment held the largest revenue share in 2024 as it plays a crucial role in determining the overall performance, capacity, and cost of a battery.
Based on battery type, the lithium-ion segment accounted for a major revenue share in 2024, due to its superior performance characteristics and expanding use across multiple industries.
In terms of application, the electric vehicles (EVs) segment dominated the revenue share in 2024 due to the increasing shift toward cleaner mobility solutions.
North America battery materials market held the largest global battery materials share in 2024. This dominance is attributed to rapid expansion in electric vehicle (EV) production and government initiatives promoting clean energy.
U.S. held the largest revenue share in the North America battery materials landscape in 2024, due to federal policies such as the Inflation Reduction Act, which mandated local content requirements for EV tax credits.
The Asia Pacific market is projected to hold a substantial revenue share in 2034, driven by booming EV production in countries such as South Korea, India, and Japan.
The industry in Europe is projected to grow at a rapid CAGR from 2025 to 2034, owing to aggressive climate targets and the European Green Deal, which mandates a transition to zero-emission vehicles by 2035.
A few global key market players include Arcadium Lithium; Asahi Kasei Corporation; BASF SE; Contemporary Amperex Technology Co., Limited (CATL); Ganfeng Lithium; Gelion; Mitsubishi Chemical Corporation; Nano One; POSCO Future M; QuantumScape; Sumitomo Metal Mining Co., Ltd; and Umicore.
Polaris Market Research has segmented the market report on the basis of type, battery type, application, and region:
By Type Outlook (Revenue, USD Billion, 2020-2034)
Cathode
Anode
Electrolyte
Separator
Others
By Battery Type Outlook (Revenue, USD Billion, 2020-2034)
Lithium-Ion
Lead-Acid
Others
By Application Outlook (Revenue, USD Billion, 2020-2034)
Electric Vehicles (EVs)
Consumer Electronics
Energy Storage Systems
Others
By Regional Outlook (Revenue, USD Billion, 2020-2034)
North America
US
Canada
Europe
Germany
France
UK
Italy
Spain
Netherlands
Russia
Rest of Europe
Asia Pacific
China
Japan
India
Malaysia
South Korea
Indonesia
Australia
Vietnam
Rest of Asia Pacific
Middle East & Africa
Saudi Arabia
UAE
Israel
South Africa
Rest of Middle East & Africa
Latin America
Mexico
Brazil
Argentina
Rest of Latin America
Table of Contents
1. Introduction
1.1. Report Description
1.1.1. Objectives of the Study
1.1.2. Market Scope
1.1.3. Assumptions
1.2. Stakeholders
2. Executive Summary
2.1. Market Highlights
3. Research Methodology
3.1. Overview
3.1.1. Data Mining
3.2. Data Source
3.2.1. Primary Source
3.2.2. Secondary Source
4. Global Battery Materials Market Insights
4.1. Battery Materials Market - Market Snapshot
4.2. Battery Materials Market Dynamics
4.2.1. Drivers and Opportunities
4.2.1.1. Rising Adoption of Electric Vehicles
4.2.1.2. Increasing Demand for Portable Consumer Electronics
4.2.2. Restraints and Challenges
4.2.2.1. High Competiton
4.3. Porter's Five Forces Analysis
4.3.1. Bargaining Power of Suppliers (Moderate)
4.3.2. Threats of New Entrants: (Low)
4.3.3. Bargaining Power of Buyers (Moderate)
4.3.4. Threat of Substitute (Moderate)
4.3.5. Rivalry among existing firms (High)
4.4. PESTEL Analysis
4.5. Battery Materials Market Trends
4.6. Value Chain Analysis
5. Global Battery Materials Market, by Type
5.1. Key Findings
5.2. Introduction
5.2.1. Global Battery Materials Market, by Type, 2020-2034 (USD Billion)
5.3. Cathode
5.3.1. Global Battery Materials Market, by Cathode, by Region, 2020-2034 (USD Billion)
5.4. Anode
5.4.1. Global Battery Materials Market, by Anode, by Region, 2020-2034 (USD Billion)
5.5. Electrolyte
5.5.1. Global Battery Materials Market, by Electrolyte, by Region, 2020-2034 (USD Billion)
5.6. Separator
5.6.1. Global Battery Materials Market, by Separator, by Region, 2020-2034 (USD Billion)
5.7. Others
5.7.1. Global Battery Materials Market, by Others, by Region, 2020-2034 (USD Billion)
6. Global Battery Materials Market, by Battery Type
6.1. Key Findings
6.2. Introduction
6.2.1. Global Battery Materials Market, by Battery Type, 2020-2034 (USD Billion)
6.3. Lithium Ion
6.3.1. Global Battery Materials Market, by Lithium Ion, by Region, 2020-2034 (USD Billion)
6.4. Lead Acid
6.4.1. Global Battery Materials Market, by Lead Acid, by Region, 2020-2034 (USD Billion)
6.5. Others
6.5.1. Global Battery Materials Market, by Others, by Region, 2020-2034 (USD Billion)
7. Global Battery Materials Market, by Application
7.1. Key Findings
7.2. Introduction
7.2.1. Global Battery Materials Market, by Application, 2020-2034 (USD Billion)
7.3. Electric Vehicles (EVs)
7.3.1. Global Battery Materials Market, by Electric Vehicles (EVs), by Region, 2020-2034 (USD Billion)
7.4. Consumer Electronics
7.4.1. Global Battery Materials Market, by Consumer Electronics, by Region, 2020-2034 (USD Billion)
7.5. Energy Storage Systems
7.5.1. Global Battery Materials Market, by Energy Storage Systems, by Region, 2020-2034 (USD Billion)
7.6. Others
7.6.1. Global Battery Materials Market, by Others, by Region, 2020-2034 (USD Billion)
8. Global Battery Materials Market, by Geography
8.1. Key Findings
8.2. Introduction
8.2.1. Battery Materials Market Assessment, By Geography, 2020-2034 (USD Billion)
8.3. Battery Materials Market - North America
8.3.1. North America: Battery Materials Market, by Type, 2020-2034 (USD Billion)
8.3.2. North America: Battery Materials Market, by Battery Type, 2020-2034 (USD Billion)
8.3.3. North America: Battery Materials Market, by Application, 2020-2034 (USD Billion)
8.3.4. Battery Materials Market - U.S.
8.3.4.1. U.S.: Battery Materials Market, by Type, 2020-2034 (USD Billion)
