세계의 정극 재료 시장 규모, 점유율, 성장 분석, 재료별, 배터리 유형별, 최종 용도별, 지역별 - 산업 예측(2025-2032년)
Cathode Materials Market Size, Share, and Growth Analysis, By Material (Li-Ion Cathode Materials, Lead Dioxide Cathode Materials), By Battery Type (Lithium-Ion, Lead-Acid), By End-Use, By Region - Industry Forecast 2025-2032
상품코드:1737000
리서치사:SkyQuest
발행일:2025년 05월
페이지 정보:영문 177 Pages
라이선스 & 가격 (부가세 별도)
한글목차
정극 재료 세계 시장 규모는 2023년 278억 3,000만 달러, 2024년 317억 3,000만 달러에서 2032년까지는 905억 달러로 성장할 것으로 예측되며, 예측 기간(2025-2032년) CAGR은 14.0%를 나타낼 전망입니다.
시장 역학은 첨단 배터리 기술을 사용하는 전기자동차 및 소비자 전자제품에 대한 수요 급증의 영향을 점점 더 많이 받고 있습니다. 자동차 산업은 깨끗하고 지속가능한 대체 연료로의 전환이 두드러지게 진행되고 있으며, 배터리가 중요한 전력 저장 솔루션으로 자리매김하고 있습니다. 양극재, 음극재, 양극, 스페이서, 전해질 등 주요 부품으로 구성된 배터리는 에너지 효율에 필수적입니다. 1세대에서 3세대에 이르는 양극 재료의 진화는 현재 진행 중인 기술 혁신을 잘 보여줍니다. 이 시장은 스마트폰, 노트북 등 기기 전반에 걸쳐 가볍고 충전이 가능한 배터리의 채택이 진행되고 있는 것을 배경으로 강력한 성장이 예상됩니다. 하지만 배터리 기술을 둘러싼 안전성에 대한 우려가 높아지면서, 특히 전기차 및 재생 에너지 저장 용도에서 양극재 수요가 급증하는 가운데, 시장 확대에 걸림돌로 작용하고 있습니다.
목차
서론
조사 목적
조사 범위
정의
조사 방법
정보 조달
2차와 1차 데이터 방법
시장 규모 예측
시장 전제조건과 제한
주요 요약
세계 시장 전망
공급과 수요 동향 분석
부문별 기회 분석
시장 역학과 전망
시장 개요
시장 규모
시장 역학
성장 촉진요인과 기회
성장 억제요인과 과제
Porter의 Five Forces 분석
주요 시장 인사이트
주요 성공 요인
경쟁 정도
주요 투자 기회
시장 생태계
시장의 매력 지수(2024년)
PESTEL 분석
거시경제 지표
밸류체인 분석
가격 분석
정극 재료 시장 규모 : 재료별·CAGR(2025년-2032년)
시장 개요
리튬이온 정극 재료
인산 철 리튬
코발트산 리튬
리튬 니켈 망간 코발트
리튬 니켈 코발트 알루미늄
망간산 리튬
이산화 납 정극 재료
기타 정극 재료
정극 재료 시장 규모 : 배터리 유형별·CAGR(2025년-2032년)
시장 개요
리튬 이온
납축전지
기타
정극 재료 시장 규모 : 최종 용도별·CAGR(2025년-2032년)
시장 개요
자동차
소비자 일렉트로닉스
산업
기타
정극 재료 시장 규모·CAGR(2025년-2032년)
북미
미국
캐나다
유럽
독일
스페인
프랑스
영국
이탈리아
기타 유럽
아시아태평양
중국
인도
일본
한국
기타 아시아태평양
라틴아메리카
브라질
기타 라틴아메리카
중동 및 아프리카
GCC 국가
남아프리카
기타 중동 및 아프리카
경쟁 정보
주요 5개사 비교
주요 기업의 시장 포지셔닝(2024년)
주요 시장 기업이 채택한 전략
최근 시장 동향
기업의 시장 점유율 분석(2024년)
주요 기업 개요
기업 상세
제품 포트폴리오 분석
기업 부문별 점유율 분석
매출 전년대비 비교(2022년-2024년)
주요 기업 개요
Umicore(Belgium)
BASF SE(Germany)
Johnson Matthey plc(United Kingdom)
LG Chem Ltd.(South Korea)
POSCO Chemical Co., Ltd.(South Korea)
Mitsui Mining & Smelting Co., Ltd.(Japan)
Sumitomo Metal Mining Co., Ltd.(Japan)
Toda Kogyo Corp.(Japan)
Nippon Chemical Industrial Co., Ltd.(Japan)
Nichia Corporation(Japan)
Hitachi Chemical Co., Ltd.(Japan)
Kureha Corporation(Japan)
3M Company(United States)
NEI Corporation(United States)
Nano One Materials Corp.(Canada)
Zhejiang Huayou Cobalt Co., Ltd.(China)
Ganfeng Lithium Co., Ltd.(China)
Tinci Materials Technology Co., Ltd.(China)
Xiamen Tungsten Co., Ltd.(China)
Beijing Easpring Material Technology Co., Ltd.(China)
결론과 제안
LSH
영문 목차
영문목차
Global Cathode Materials Market size was valued at USD 27.83 billion in 2023 and is poised to grow from USD 31.73 billion in 2024 to USD 90.5 billion by 2032, growing at a CAGR of 14.0% during the forecast period (2025-2032).
Market dynamics are increasingly influenced by the burgeoning demand for electric vehicles and consumer electronics that utilize advanced battery technology. The automotive sector is notably pivoting towards clean, sustainable fuel alternatives, positioning batteries as vital electricity storage solutions. Comprising key components such as cathode materials, anodes, spacers, and electrolytes, batteries are vital for energy efficiency. The evolution of cathode materials from first to third generation highlights ongoing innovation. This market is poised for robust growth, driven by heightened adoption of lightweight, rechargeable batteries across devices, including smartphones and laptops. Nevertheless, rising safety concerns surrounding battery technology pose challenges to market expansion, particularly as the demand for cathode materials surges in EVs and renewable energy storage applications.
Top-down and bottom-up approaches were used to estimate and validate the size of the Global Cathode Materials market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.
Global Cathode Materials Market Segments Analysis
Global Cathode Materials Market is segmented by Material, Battery Type, End-Use and region. Based on Material, the market is segmented into Li-Ion Cathode Materials, Lead Dioxide Cathode Materials and Other Cathode Materials. Based on Battery Type, the market is segmented into Lithium-Ion, Lead-Acid and Others. Based on End-Use, the market is segmented into Automotive, Consumer Electronics, Industrial and Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.
Driver of the Global Cathode Materials Market
The worldwide movement towards sustainable transportation is a significant catalyst for the growth of the global cathode materials market. Essential components such as NMC (Nickel Manganese Cobalt) and LFP (Lithium Iron Phosphate) are crucial for the production of high-capacity batteries used in electric vehicles (EVs). As we moved into 2024, major automotive players like Tesla, BYD, and Volkswagen have aggressively expanded their EV offerings, leading to a notable increase in demand for efficient and economically viable cathode materials. For instance, BYD has significantly increased its use of LFP-based batteries, solidifying LFP's leading position in the budget-friendly EV market.
Restraints in the Global Cathode Materials Market
The Global Cathode Materials market faces considerable challenges stemming from the volatility of critical minerals such as cobalt, nickel, and lithium, driven by geopolitical tensions and constrained mining capabilities. In 2024, disruptions in supply from the Democratic Republic of Congo, a key supplier of cobalt, created instability that directly affected the pricing and availability of cobalt-based cathode materials. As a reaction to these challenges, manufacturers have been compelled to consider lower-cobalt or cobalt-free alternatives. However, this shift remains a significant short-term obstacle, hindering progress in the development of reliable and cost-effective cathode materials for various applications.
Market Trends of the Global Cathode Materials Market
The Global Cathode Materials market is witnessing a significant trend towards low-cobalt and cobalt-free chemistries, propelled by rising cost concerns and sustainability priorities. In 2024, companies like CATL are pioneering advanced manganese-based cathodes specifically tailored for commercial electric vehicles (EVs), effectively diminishing reliance on costly cobalt while ensuring competitive energy density. This shift not only fosters market diversification but also aligns with Environmental, Social, and Governance (ESG) goals, making it increasingly appealing to eco-conscious consumers and investors alike. As manufacturers adapt to these trends, the landscape of cathode materials is evolving, promising a more sustainable future for electrification.
Table of Contents
Introduction
Objectives of the Study
Scope of the Report
Definitions
Research Methodology
Information Procurement
Secondary & Primary Data Methods
Market Size Estimation
Market Assumptions & Limitations
Executive Summary
Global Market Outlook
Supply & Demand Trend Analysis
Segmental Opportunity Analysis
Market Dynamics & Outlook
Market Overview
Market Size
Market Dynamics
Drivers & Opportunities
Restraints & Challenges
Porters Analysis
Competitive rivalry
Threat of substitute
Bargaining power of buyers
Threat of new entrants
Bargaining power of suppliers
Key Market Insights
Key Success Factors
Degree of Competition
Top Investment Pockets
Market Ecosystem
Market Attractiveness Index, 2024
PESTEL Analysis
Macro-Economic Indicators
Value Chain Analysis
Pricing Analysis
Global Cathode Materials Market Size by Material & CAGR (2025-2032)
Market Overview
Li-Ion Cathode Materials
Lithium Iron Phosphate
Lithium Cobalt Oxide
Lithium Nickel Manganese Cobalt
Lithium Nickel Cobalt Aluminum
Lithium Manganese Oxide
Lead Dioxide Cathode Materials
Other Cathode Materials
Global Cathode Materials Market Size by Battery Type & CAGR (2025-2032)
Market Overview
Lithium-Ion
Lead-Acid
Others
Global Cathode Materials Market Size by End-Use & CAGR (2025-2032)
Market Overview
Automotive
Consumer Electronics
Industrial
Others
Global Cathode Materials Market Size & CAGR (2025-2032)
North America (Material, Battery Type, End-Use)
US
Canada
Europe (Material, Battery Type, End-Use)
Germany
Spain
France
UK
Italy
Rest of Europe
Asia Pacific (Material, Battery Type, End-Use)
China
India
Japan
South Korea
Rest of Asia-Pacific
Latin America (Material, Battery Type, End-Use)
Brazil
Rest of Latin America
Middle East & Africa (Material, Battery Type, End-Use)
GCC Countries
South Africa
Rest of Middle East & Africa
Competitive Intelligence
Top 5 Player Comparison
Market Positioning of Key Players, 2024
Strategies Adopted by Key Market Players
Recent Developments in the Market
Company Market Share Analysis, 2024
Company Profiles of All Key Players
Company Details
Product Portfolio Analysis
Company's Segmental Share Analysis
Revenue Y-O-Y Comparison (2022-2024)
Key Company Profiles
Umicore (Belgium)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
BASF SE (Germany)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Johnson Matthey plc (United Kingdom)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
LG Chem Ltd. (South Korea)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
POSCO Chemical Co., Ltd. (South Korea)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Mitsui Mining & Smelting Co., Ltd. (Japan)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Sumitomo Metal Mining Co., Ltd. (Japan)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Toda Kogyo Corp. (Japan)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Nippon Chemical Industrial Co., Ltd. (Japan)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Nichia Corporation (Japan)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Hitachi Chemical Co., Ltd. (Japan)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Kureha Corporation (Japan)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
3M Company (United States)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
NEI Corporation (United States)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Nano One Materials Corp. (Canada)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Zhejiang Huayou Cobalt Co., Ltd. (China)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Ganfeng Lithium Co., Ltd. (China)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Tinci Materials Technology Co., Ltd. (China)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Xiamen Tungsten Co., Ltd. (China)
Company Overview
Business Segment Overview
Financial Updates
Key Developments
Beijing Easpring Material Technology Co., Ltd. (China)
