세계 차량용 리튬이온 배터리용 양극재 산업은 2023년 23억 330만 달러로 평가되며, 예측 기간 동안 7.6%의 CAGR을 기록해 10년 후에는 38억 1,860만 달러에 달할 것으로 예상됩니다.
각사들은 1kWh당 배터리 가격을 꾸준히 낮추고 있으며, 에너지 저장 시장의 성장이 예상되는 가운데, 그 보급 전망은 전기자동차의 확대에 기인하는 바가 큽니다.
전 세계 전기자동차의 이용률이 크게 증가하는 것이 가장 지배적 인 요인으로, 이러한 유형의 자동차 밸류체인에 긍정적인 영향을 미치고 장기적으로 전기자동차 배터리에 대한 소비자 수요를 증가시킬 것으로 예상됩니다. 또한 환경 보호에 대한 인식이 높아짐에 따라 특히 오존층이 지속적으로 파괴되고 있기 때문에 전기자동차 판매는 전 세계적으로 인기를 얻고 있습니다.
주요 인사이트
2023년 인산리튬 인산철의 업계 점유율(금액 및 수량 기준)은 35%에 달할 것으로 예상됩니다.
이 카테고리는 다른 재료에 비해 에너지 밀도가 높고, 자체 발열이 적으며, 비용이 저렴하기 때문에 전기자동차용 리튬이온 배터리에 널리 채택될 것으로 예상됩니다.
리튬-니켈-코발트-알루미늄 산화물(NCA) 카테고리는 예측 기간 동안 8.2%의 CAGR로 빠르게 성장하고 있으며, NCA 배터리는 높은 에너지 밀도와 고속 충전 기능을 제공합니다.
2023년에는 승용차 카테고리가 50%의 소득 점유율을 차지하며 가장 빠르게 성장할 것으로 예상됩니다. 그 이유로는 중국, 미국 등 주요 자동차 판매국의 정부 조치 등을 꼽을 수 있습니다. 또한, 1회 충전 시 주행거리가 긴 순수 전기 승용차에 대한 수요가 증가하고 있습니다.
배터리 전기자동차(BEV) 카테고리는 2023년 55%의 매출 점유율을 차지하며 가장 빠르게 성장하고 있으며, BEV용 배터리의 에너지 전송 용량은 평균적으로 HEV 및 PHEV보다 더 높습니다.
2023년에는 아시아태평양이 45%의 매출 점유율로 업계 선두를 차지할 것으로 예상되며, 예측 기간 동안에도 우위를 유지할 것으로 전망됩니다. 특히 중국은 거대한 전기차 생산 및 판매량에 힘입어 아시아태평양에서 50% 이상의 점유율을 차지했습니다.
라틴아메리카는 가장 빠르게 발전하는 지역 산업으로 2024년부터 2030년까지 8.0%의 CAGR을 기록할 것입니다. 이러한 발전은 브라질과 멕시코와 같은 국가에서 전기자동차에 대한 수요가 증가하고 있기 때문입니다.
세계 차량용 리튬이온 배터리용 양극재 시장에 대해 분석했으며, 시장의 기본 구조와 최신 상황, 주요 촉진·억제요인, 세계 전체 및 지역별·주요 국가별 시장 규모 동향 전망(수량·금액 기준, 2017-2030년), 종류별·차종별·차량 기술별 상세 동향에 대해 조사하여 전해드립니다, 현재 시장 경쟁 상황, 주요 기업 개요 등을 조사하여 전해드립니다.
목차
제1장 조사 범위
제2장 조사 방법
제3장 주요 요약
제4장 시장 지표
제5장 업계 전망
시장 역학
동향
성장 촉진요인
성장 억제요인/과제
성장 촉진요인/억제요인의 영향 분석
신종 코로나바이러스 감염증(COVID-19)의 영향
Porter's Five Forces 분석
제6장 세계 시장
개요
시장 규모 : 종류별(2017-2030년)
시장 매출 : 종류별(2017-2030년)
시장 규모 : 차종별(2017-2030년)
시장 매출 : 차종별(2017-2030년)
시장 규모 : 차량 기술별(2017-2030년)
시장 매출 : 차량 기술별(2017-2030년)
시장 규모 : 지역별(2017-2030년)
시장 매출 : 지역별(2017-2030년)
제7장 북미 시장
개요
시장 규모 : 종류별(2017-2030년)
시장 매출 : 종류별(2017-2030년)
시장 규모 : 차종별(2017-2030년)
시장 매출 : 차종별(2017-2030년)
시장 규모 : 차량 기술별(2017-2030년)
시장 매출 : 차량 기술별(2017-2030년)
시장 규모 : 국가별(2017-2030년)
시장 매출 : 국가별(2017-2030년)
제8장 유럽 시장
제9장 아시아태평양 시장
제10장 라틴아메리카 시장
제11장 중동 및 아프리카 시장
제12장 미국 시장
개요
시장 규모 : 종류별(2017-2030년)
시장 매출 : 종류별(2017-2030년)
시장 규모 : 차종별(2017-2030년)
시장 매출 : 차종별(2017-2030년)
시장 규모 : 차량 기술별(2017-2030년)
시장 매출 : 차량 기술별(2017-2030년)
제13장 캐나다 시장
제14장 독일 시장
제15장 프랑스 시장
제16장 영국 시장
제17장 이탈리아 시장
제18장 스페인 시장
제19장 일본 시장
제20장 중국 시장
제21장 인도 시장
제22장 호주 시장
제23장 한국 시장
제24장 브라질 시장
제25장 멕시코 시장
제26장 사우디아라비아 시장
제27장 남아프리카공화국 시장
제28장 아랍에미리트(UAE) 시장
제29장 경쟁 상황
시장 진출 기업과 그 제공 품목 리스트
주요 기업의 경쟁 벤치마크
주요 기업의 제품 벤치마크
최근의 전략적 전개
제30장 기업 개요
Umicore
NEI Corporation
BASF SE
Mitsubishi Chemical Holdings Corporation
Hitachi Chemical Company Limited
Nichia Corporation
Panasonic Corporation
3M Co
Johnson Matthey PLC
L&F Company Limited
POSCO FUTURE M Co Ltd.
제31장 부록
ksm
영문 목차
영문목차
Market Overview
In 2023, the worldwide cathode material for automotive lithium-ion battery industry was valued at 2,303.3 million in, the market is projected to advance at a CAGR of 7.6% over the forecast period, to attain 3,818.6 million by the end of the decade.
The forecast of its spread is largely going to depend on expansion in electric vehicles, as companies are steadily decreasing battery prices per kWh, and the energy storage market is facing growth.
The significant increase in the utilization of electric vehicles worldwide is the most dominant factor out there, which is expected to impact positively the value chain of these types of vehicles and in the long run, increase consumer demand for electric vehicle batteries. As we continue to become more conscious of environmental protection, especially due to a constantly wiping ozone layer, electric vehicle sales become a growing popular way around the world.
As of now the division of greenhouse gases by vehicles contributes to 43% of the total amount of CO2 emitted worldwide. More pollution from ICE vehicles and respiratory problems are of great concern to governmental institutions, so they take amending measures in this regard. The issue of air pollution in greenhouse gases from urban cars has provoked governments to create tough environmental regulations.
The global community is coming to terms with the hazardous emissions caused by fuel-based transportation. Consequently, the governments are introducing fuel-saving schemes. With their non-emission features, electric vehicles are a marvelous solution to thwart the burden that pollution exerts on the environment.
Key Insights
In 2023, the lithium-ferro phosphate category had a 35% industry share, both in value and size.
Supremacy because of advanced energy density and lesser self-heating rate in comparison to other materials.
The category is projected to witness greater acceptance of electric vehicle lithium-ion batteries because of low cost.
Lithium-nickel-cobalt-aluminum oxide (NCA) category is rapidly growing with an 8.2% CAGR during the projection period.
NCA batteries provide advanced energy density and quicker charging abilities.
In 2023, the passenger car category had a 50% income share and the category is also projected to witness the fastest growth.
The leading position is driven by government steps in major auto-selling nations such as China and the U.S.
Increasing need for fully electric passenger cars with high range per charge features.
Substantial monetary incentives are provided to EV makers and end users to fuel adoption.
The battery electric vehicle category held a 55% revenue share in 2023 and is the fastest-growing.
Lithium-ion battery a major contributor to BEV dominance due to their high integration rate.
On average, the energy-carrying capacity of BEV (Battery Electric Vehicles) batteries is higher than those of HEVs and PHEVs.
In 2023, the APAC region led the cathode material industry with a 45% revenue share, projected to continue dominating over the projection period.
Primarily propelled by high production and sales of EVs in China, contributing to more than 50% of APAC's industry share.
Chinese industry is projected to stay the largest worldwide for automotive lithium-ion batteries.
LATAM is the fastest developing regional industry, with a CAGR of 8.0% from 2024 to 2030.
This development can be credited to the growing need for electric cars in nations such as Brazil and Mexico.
Table of Contents
Chapter 1. Research Scope
1.1. Research Objectives
1.2. Market Definition
1.3. Analysis Period
1.4. Market Size Breakdown by Segments
1.4.1. Market size breakdown, by type
1.4.2. Market size breakdown, by vehicle type
1.4.3. Market size breakdown, by vehicle technology
1.4.4. Market size breakdown, by region
1.4.5. Market size breakdown, by country
1.5. Market Data Reporting Unit
1.5.1. Volume
1.5.2. Value
1.6. Key Stakeholders
Chapter 2. Research Methodology
2.1. Secondary Research
2.1.1. Paid
2.1.2. Unpaid
2.1.3. P&S Intelligence database
2.2. Primary Research
2.3. Market Size Estimation
2.4. Data Triangulation
2.5. Currency Conversion Rates
2.6. Assumptions for the Study
2.7. Notes and Caveats
Chapter 3. Executive Summary
Chapter 4. Market Indicators
Chapter 5. Industry Outlook
5.1. Market Dynamics
5.1.1. Trends
5.1.2. Drivers
5.1.3. Restraints/challenges
5.1.4. Impact analysis of drivers/restraints
5.2. Impact of COVID-19
5.3. Porter's Five Forces Analysis
5.3.1. Bargaining power of buyers
5.3.2. Bargaining power of suppliers
5.3.3. Threat of new entrants
5.3.4. Intensity of rivalry
5.3.5. Threat of substitutes
Chapter 6. Global Market
6.1. Overview
6.2. Market Volume, by Type (2017-2030)
6.3. Market Revenue, by Type (2017-2030)
6.4. Market Volume, by Vehicle Type (2017-2030)
6.5. Market Revenue, by Vehicle Type (2017-2030)
6.6. Market Volume, by Vehicle Technology (2017-2030)
6.7. Market Revenue, by Vehicle Technology (2017-2030)
6.8. Market Volume, by Region (2017-2030)
6.9. Market Revenue, by Region (2017-2030)
Chapter 7. North America Market
7.1. Overview
7.2. Market Volume, by Type (2017-2030)
7.3. Market Revenue, by Type (2017-2030)
7.4. Market Volume, by Vehicle Type (2017-2030)
7.5. Market Revenue, by Vehicle Type (2017-2030)
7.6. Market Volume, by Vehicle Technology (2017-2030)
7.7. Market Revenue, by Vehicle Technology (2017-2030)
7.8. Market Volume, by Country (2017-2030)
7.9. Market Revenue, by Country (2017-2030)
Chapter 8. Europe Market
8.1. Overview
8.2. Market Volume, by Type (2017-2030)
8.3. Market Revenue, by Type (2017-2030)
8.4. Market Volume, by Vehicle Type (2017-2030)
8.5. Market Revenue, by Vehicle Type (2017-2030)
8.6. Market Volume, by Vehicle Technology (2017-2030)
8.7. Market Revenue, by Vehicle Technology (2017-2030)
8.8. Market Volume, by Country (2017-2030)
8.9. Market Revenue, by Country (2017-2030)
Chapter 9. APAC Market
9.1. Overview
9.2. Market Volume, by Type (2017-2030)
9.3. Market Revenue, by Type (2017-2030)
9.4. Market Volume, by Vehicle Type (2017-2030)
9.5. Market Revenue, by Vehicle Type (2017-2030)
9.6. Market Volume, by Vehicle Technology (2017-2030)
9.7. Market Revenue, by Vehicle Technology (2017-2030)
9.8. Market Volume, by Country (2017-2030)
9.9. Market Revenue, by Country (2017-2030)
Chapter 10. LATAM Market
10.1. Overview
10.2. Market Volume, by Type (2017-2030)
10.3. Market Revenue, by Type (2017-2030)
10.4. Market Volume, by Vehicle Type (2017-2030)
10.5. Market Revenue, by Vehicle Type (2017-2030)
10.6. Market Volume, by Vehicle Technology (2017-2030)
10.7. Market Revenue, by Vehicle Technology (2017-2030)
10.8. Market Volume, by Country (2017-2030)
10.9. Market Revenue, by Country (2017-2030)
Chapter 11. MEA Market
11.1. Overview
11.2. Market Volume, by Type (2017-2030)
11.3. Market Revenue, by Type (2017-2030)
11.4. Market Volume, by Vehicle Type (2017-2030)
11.5. Market Revenue, by Vehicle Type (2017-2030)
11.6. Market Volume, by Vehicle Technology (2017-2030)
11.7. Market Revenue, by Vehicle Technology (2017-2030)
11.8. Market Volume, by Country (2017-2030)
11.9. Market Revenue, by Country (2017-2030)
Chapter 12. U.S. Market
12.1. Overview
12.2. Market Volume, by Type (2017-2030)
12.3. Market Revenue, by Type (2017-2030)
12.4. Market Volume, by Vehicle Type (2017-2030)
12.5. Market Revenue, by Vehicle Type (2017-2030)
12.6. Market Volume, by Vehicle Technology (2017-2030)
12.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 13. Canada Market
13.1. Overview
13.2. Market Volume, by Type (2017-2030)
13.3. Market Revenue, by Type (2017-2030)
13.4. Market Volume, by Vehicle Type (2017-2030)
13.5. Market Revenue, by Vehicle Type (2017-2030)
13.6. Market Volume, by Vehicle Technology (2017-2030)
13.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 14. Germany Market
14.1. Overview
14.2. Market Volume, by Type (2017-2030)
14.3. Market Revenue, by Type (2017-2030)
14.4. Market Volume, by Vehicle Type (2017-2030)
14.5. Market Revenue, by Vehicle Type (2017-2030)
14.6. Market Volume, by Vehicle Technology (2017-2030)
14.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 15. France Market
15.1. Overview
15.2. Market Volume, by Type (2017-2030)
15.3. Market Revenue, by Type (2017-2030)
15.4. Market Volume, by Vehicle Type (2017-2030)
15.5. Market Revenue, by Vehicle Type (2017-2030)
15.6. Market Volume, by Vehicle Technology (2017-2030)
15.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 16. U.K. Market
16.1. Overview
16.2. Market Volume, by Type (2017-2030)
16.3. Market Revenue, by Type (2017-2030)
16.4. Market Volume, by Vehicle Type (2017-2030)
16.5. Market Revenue, by Vehicle Type (2017-2030)
16.6. Market Volume, by Vehicle Technology (2017-2030)
16.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 17. Italy Market
17.1. Overview
17.2. Market Volume, by Type (2017-2030)
17.3. Market Revenue, by Type (2017-2030)
17.4. Market Volume, by Vehicle Type (2017-2030)
17.5. Market Revenue, by Vehicle Type (2017-2030)
17.6. Market Volume, by Vehicle Technology (2017-2030)
17.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 18. Spain Market
18.1. Overview
18.2. Market Volume, by Type (2017-2030)
18.3. Market Revenue, by Type (2017-2030)
18.4. Market Volume, by Vehicle Type (2017-2030)
18.5. Market Revenue, by Vehicle Type (2017-2030)
18.6. Market Volume, by Vehicle Technology (2017-2030)
18.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 19. Japan Market
19.1. Overview
19.2. Market Volume, by Type (2017-2030)
19.3. Market Revenue, by Type (2017-2030)
19.4. Market Volume, by Vehicle Type (2017-2030)
19.5. Market Revenue, by Vehicle Type (2017-2030)
19.6. Market Volume, by Vehicle Technology (2017-2030)
19.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 20. China Market
20.1. Overview
20.2. Market Volume, by Type (2017-2030)
20.3. Market Revenue, by Type (2017-2030)
20.4. Market Volume, by Vehicle Type (2017-2030)
20.5. Market Revenue, by Vehicle Type (2017-2030)
20.6. Market Volume, by Vehicle Technology (2017-2030)
20.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 21. India Market
21.1. Overview
21.2. Market Volume, by Type (2017-2030)
21.3. Market Revenue, by Type (2017-2030)
21.4. Market Volume, by Vehicle Type (2017-2030)
21.5. Market Revenue, by Vehicle Type (2017-2030)
21.6. Market Volume, by Vehicle Technology (2017-2030)
21.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 22. Australia Market
22.1. Overview
22.2. Market Volume, by Type (2017-2030)
22.3. Market Revenue, by Type (2017-2030)
22.4. Market Volume, by Vehicle Type (2017-2030)
22.5. Market Revenue, by Vehicle Type (2017-2030)
22.6. Market Volume, by Vehicle Technology (2017-2030)
22.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 23. South Korea Market
23.1. Overview
23.2. Market Volume, by Type (2017-2030)
23.3. Market Revenue, by Type (2017-2030)
23.4. Market Volume, by Vehicle Type (2017-2030)
23.5. Market Revenue, by Vehicle Type (2017-2030)
23.6. Market Volume, by Vehicle Technology (2017-2030)
23.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 24. Brazil Market
24.1. Overview
24.2. Market Volume, by Type (2017-2030)
24.3. Market Revenue, by Type (2017-2030)
24.4. Market Volume, by Vehicle Type (2017-2030)
24.5. Market Revenue, by Vehicle Type (2017-2030)
24.6. Market Volume, by Vehicle Technology (2017-2030)
24.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 25. Mexico Market
25.1. Overview
25.2. Market Volume, by Type (2017-2030)
25.3. Market Revenue, by Type (2017-2030)
25.4. Market Volume, by Vehicle Type (2017-2030)
25.5. Market Revenue, by Vehicle Type (2017-2030)
25.6. Market Volume, by Vehicle Technology (2017-2030)
25.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 26. Saudi Arabia Market
26.1. Overview
26.2. Market Volume, by Type (2017-2030)
26.3. Market Revenue, by Type (2017-2030)
26.4. Market Volume, by Vehicle Type (2017-2030)
26.5. Market Revenue, by Vehicle Type (2017-2030)
26.6. Market Volume, by Vehicle Technology (2017-2030)
26.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 27. South Africa Market
27.1. Overview
27.2. Market Volume, by Type (2017-2030)
27.3. Market Revenue, by Type (2017-2030)
27.4. Market Volume, by Vehicle Type (2017-2030)
27.5. Market Revenue, by Vehicle Type (2017-2030)
27.6. Market Volume, by Vehicle Technology (2017-2030)
27.7. Market Revenue, by Vehicle Technology (2017-2030)
Chapter 28. U.A.E. Market
28.1. Overview
28.2. Market Volume, by Type (2017-2030)
28.3. Market Revenue, by Type (2017-2030)
28.4. Market Volume, by Vehicle Type (2017-2030)
28.5. Market Revenue, by Vehicle Type (2017-2030)
28.6. Market Volume, by Vehicle Technology (2017-2030)
28.7. Market Revenue, by Vehicle Technology (2017-2030)
