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1444328

鋰-市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

Lithium - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 200 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2024年鋰市場規模為71萬噸LCE，預計2029年將達到172萬噸LCE，在預測期間（2024-2029年）年複合成長率為19.57%。

鋰市場

2020年，市場受到COVID-19的負面影響，上半年受到封鎖的影響，從2月開始的月度汽車銷售出現了前所未有的下滑。目前市場處於大流行前的水平。

主要亮點

  • 短期內，推動所研究市場的主要因素是電動車需求的加速以及可攜式電器產品的使用和需求的增加。
  • 然而，對鋰市場供需缺口的日益擔憂可能會阻礙市場成長。
  • 儘管如此，智慧電網電力的日益普及可能是預測期內全球鋰市場的重大機會。
  • 亞太地區主導全球市場，大部分消費來自中國、韓國和日本等國家。

鋰市場趨勢

電池應用領域佔據市場主導地位

  • 鋰主要用於生產鋰電池。電池應用佔全球鋰市場最大佔有率。
  • 鋰電池可分為兩個部分：一次性電池和可充電電池。一次性鋰電池使用金屬形式的鋰作為負極。與其他標準電池相比，這些電池具有更長的使用壽命和更高的充電密度。這些電池可用於關鍵設備，例如心律調節器和其他長期使用的電子醫療設備。
  • 鋰二次電池有兩種：鋰離子電池和鋰離子聚合物電池。鋰離子電池包裝在硬盒中，而鋰電池則包裝在軟性聚合物盒中。與鋰離子電池相比，鋰聚合物電池的比能量也略高。鋰聚合物電池使用聚合物作為電解質，而不是鋰離子電池中使用的標準液體電解質。
  • 對於鋰離子電池，金屬鋰形成陰極，鋰與電解質接觸時發生的化學反應是這些電池的特徵。然而，鋰元素在用於電池設備時非常不穩定。因此，實際上，使用稱為氧化鋰的鋰和氧的組合作為正極。因此，與單質鋰相比，氧化鋰是一種更穩定的化合物。
  • 鋰離子電池用於多種應用，例如通訊設備和消費性電器產品。鋰離子電池重量輕，具有高能量密度和可充電性，使其適用於可攜式電子設備。由於能量密度高且無“記憶效應”，鋰離子和鋰聚合物可充電電池是行動電話、筆記型電腦和其他可攜式電子設備最有效的電源。
  • 電動車 (EV)、行動電話、備用電源/UPS、平板電腦、電動工具、電玩遊戲、玩具和電動自行車等產品對這些電池的需求量很大。除此之外，鋰電池也應用於能源儲存系統，考慮到風電、風力發電等各種可再生能源領域的成長，對鋰離子電池能源儲存系統系統的需求不斷增加。正在以顯著的速度成長。其他。
  • 與其他類型的電池相比，鋰離子電池越來越受歡迎，這主要是由於其優越的容量重量比。促成其採用的其他因素包括改進的性能（更長的使用壽命、更少的維護）和更低的價格。
  • 全球主要鋰離子電池製造商包括LG化學、寧德時代新能源科技有限公司（CATL）、Panasonic、三星SDI、比亞迪等。
  • 所有上述因素預計將增加電池應用中對鋰的需求。

亞太地區主導市場

  • 由於中國、韓國和日本等國家消費量的增加，亞太地區已成為鋰消費的主要市場。
  • 隨著消費者越來越喜歡電池驅動的汽車，該國的汽車產業正在經歷轉變。電動車，包括Scooter、小客車和巴士等輕型商用車，在該國越來越受歡迎。根據中國小客車協會（CPCA）統計，2021年中國銷量突破330萬輛，較2020年成長約169%。
  • 中國政府預測未來五年電動車生產普及將達20%。因此，這有望增加車用電池的產量和消費量。中國電池製造商CATL控制全球超過30%的電動車電池市場。鈷（有助於提高鋰離子電池穩定性的礦物質）的專業供應商 Darton Commodities 估計，中國煉油廠提供了全球 85% 的電池用鈷。
  • 根據全國鋰電池藍圖，預計2025年中國鋰電池產量將達到1811GWh。中國是全球最大的電動車市場，主導鋰離子電池製造的供應鏈，包括礦物和礦物加工。原料。
  • 韓國最大的工業是電子、汽車、通訊、造船、化工和鋼鐵。該國是最大的電子產品和半導體製造商之一，擁有三星電子和海力士半導體等全球知名品牌。
  • 韓國汽車研究所 (KAII) 收集的資料顯示，2021 年前 9 個月，國內電動車銷量成長 96%，達到 71,006 輛。
  • 由於消費者對替代燃料技術的需求不斷增加，日本電動車的銷售未來可能會增加。然而，2021年國內內燃機汽車銷量下降超過3%至4,448,340輛。日本汽車經銷商協會的報告顯示，660CC以上新車銷量下降2.9%至2,795,818輛。根據日本輕型汽車協會聯合會統計，同年輕型汽車銷量下降3.8%至1,652,522輛。
  • 所有這些因素預計將在預測年內推動鋰市場的成長。

鋰行業概況

全球鋰市場本質上是一體化的，前五家企業佔了全球產量80%以上的佔有率。市場主要企業包括（排名不分先後）Albemarle Corporation、SQM SA、天齊鋰業、Livent、Allkem Limited 等。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 調查先決條件
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場動態

  • 促進因素
    • 電動車需求加速成長
    • 可攜式電器產品的使用和需求增加
    • 其他司機
  • 抑制因素
    • 鋰市場供需缺口
    • 其他限制因素
  • 產業價值鏈分析
  • 波特五力分析
    • 供應商的議價能力
    • 買方議價能力
    • 新進入者的威脅
    • 替代產品和服務的威脅
    • 競爭程度
  • 價格分析
  • 技術簡介

第5章市場區隔

  • 類型
    • 金屬
    • 化合物
      • 碳酸鹽
      • 氯化物
      • 氫氧化物
    • 合金
  • 目的
    • 電池
    • 潤滑脂
    • 空氣處理
    • 藥品
    • 玻璃/陶瓷（包括熔塊）
    • 聚合物
    • 其他用途
  • 最終用戶產業
    • 工業的
    • 家用電器
    • 能源儲存
    • 醫療保健
    • 車
    • 其他最終用戶產業
  • 地區
    • 產量及蘊藏量分析
      • 澳洲
      • 智利
      • 中國
      • 阿根廷
      • 辛巴威
      • 美國
      • 其他地區
    • 消費分析
      • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 澳洲和紐西蘭
      • 其他亞太地區
      • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
      • 歐洲
      • 德國
      • 英國
      • 法國
      • 義大利
      • 北歐國家
      • 歐洲其他地區
      • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地區
      • 中東/非洲
      • 沙烏地阿拉伯
      • 南非
      • 其他中東/非洲

第6章 競爭形勢

  • 併購、合資、合作與協議
  • 市場佔有率(%)分析
  • 主要企業採取的策略
  • 公司簡介（公司簡介、財務狀況、產品/服務、近期狀況）
    • Albemarle Corporation
    • Allkem Limited
    • Ganfeng Lithium Co. Ltd
    • Lithium Australia NL
    • Livent
    • Mineral Resources
    • Morella Corporation Limited
    • Sichuan Yahua Industrial Group Co. Ltd
    • SQM SA
    • Tianqi Lithium
    • Avalon Advanced Materials Inc.
    • Pilbara Minerals

第7章市場機會與未來趨勢

  • 擴大智慧電網電力部署
  • 其他機會
簡介目錄
Product Code: 55736

The Lithium Market size is estimated at 0.71 Million LCE tons in 2024, and is expected to reach 1.72 Million LCE tons by 2029, growing at a CAGR of 19.57% during the forecast period (2024-2029).

Lithium - Market

The market was negatively impacted by COVID-19 in 2020, as the first half of the year was affected by the lockdowns, causing unprecedented declines in monthly vehicle sales from February. Presently the market has reached pre-pandemic levels.

Key Highlights

  • Over the short term, the major factors driving the market studied are the accelerating demand for electric vehicles and increasing usage and demand for portable consumer electronics.
  • However, rising concern over the demand-supply gap in the lithium market may hamper the market growth.
  • Nevertheless, the growing adoption of smart grid electricity is likely to be a major opportunity in the global lithium market over the forecast period.
  • Asia-Pacific dominates the market across the world, with the most substantial consumption from countries like China, South Korea, and Japan.

Lithium Market Trends

The Battery Application Segment to Dominate the Market

  • Lithium is majorly used for the production of lithium batteries. The battery application segment accounted for the largest share of the global lithium market.
  • Lithium batteries can be categorized into two segments, namely, disposable and rechargeable. Disposable lithium batteries use lithium in the metallic form as an anode. These batteries have a longer life and higher charge density when compared to other standard batteries. These batteries find applications in critical devices, such as pacemakers and other electronic medical devices intended for long-term use.
  • Rechargeable lithium batteries are of two types, i.e., lithium-ion batteries and lithium-ion polymer batteries. Li-ion battery is packed in a rigid case, whereas the Li-po battery comes in a flexible polymer casing. Also, a Li-po battery has a slightly higher specific energy when compared to a Li-ion battery. The Li-po battery uses a polymer as an electrolyte instead of the standard liquid electrolyte used in a Li-ion battery.
  • In the case of a Li-ion battery, the metal lithium forms the cathode, and it is the chemical reactions of lithium upon contact with the electrolyte that makes these batteries characteristic. However, elemental lithium is highly unstable when used inside a battery's apparatus. Hence, a combination of lithium and oxygen together, called lithium oxide, is used as the cathode for practical purposes. Thereby, lithium oxide is a much more stable compound as opposed to elemental lithium.
  • Lithium-ion batteries are employed in several applications, including telecommunication devices and consumer electronics. The light weight of lithium-ion batteries, coupled with their high energy density and rechargeability, makes them a good fit for portable electronics. Due to their energy density and lack of 'memory effect,' lithium-ion and lithium-polymer rechargeable batteries are the most efficient power sources for cell phones, laptops, and other portable electronic devices.
  • These batteries are in great demand in products such as electric vehicles (EVs), cell phones, laptops, power backups/UPS, tablets, power tools, video games, toys, and e-bikes. Apart from these, lithium-based batteries find one of their applications in energy storage systems, and the demand for lithium-ion battery-based energy storage systems is growing at a significant pace, considering the growth in various renewable energy sectors, including wind and others.
  • Li-ion batteries are gaining more popularity compared to other battery types, majorly due to their favorable capacity-to-weight ratio. The other factors that contribute to its adoption include its better performance (long life and low maintenance) and decreasing price.
  • Some of the key global lithium-ion battery manufacturers include LG Chem, Contemporary Amperex Technology Co., Limited (CATL), Panasonic, Samsung SDI, and BYD, among other companies.
  • All the above-said factors are expected to increase the demand for lithium in the battery application segment.

Asia-Pacific Region to Dominate the Market

  • Asia-Pacific was found to be the major market for the consumption of lithium, owing to increasing consumption from countries such as China, South Korea, and Japan.
  • The automobile industry in the country is witnessing switching trends as the consumer inclination toward battery-operated vehicles is on the higher side. Electric vehicles, including scooters, passenger cars, and light commercial vehicles like buses, are gaining popularity in the country. According to the China Passenger Car Association (CPCA), the country sold over 3.3 million units in 2021, indicating an increase of about 169% compared to 2020.
  • The government of China estimates a 20% penetration rate of electric vehicle production over the next five years. Hence, this is anticipated to increase the production and consumption of batteries for vehicles. Chinese battery maker CATL controls over 30% of the world's EV battery market. The cobalt specialist supplier, Darton Commodities, estimated that Chinese refineries supplied 85% of the world's battery-ready cobalt, a mineral that helps in improving the stability of lithium-ion batteries.
  • According to the National Blueprint for Lithium Batteries, China is projected to have 1,811 GWh of lithium cell production by 2025. China is the largest global EV market and dominates the supply chain for the manufacture of lithium-ion batteries, including the processing of minerals and raw materials.
  • South Korea's largest industries are electronics, automobiles, telecommunications, shipbuilding, chemicals, and steel. The country is among the largest manufacturers of electronic goods as well as semiconductors, with globally popular brands, such as Samsung Electronics Co. Ltd and Hynix Semiconductor.
  • According to the data collected by the Korea Automotive Technology Institute (KAII), the sales of electric vehicles in the country surged by 96% to 71,006 units in the first nine months of 2021.
  • Electric vehicle sales in Japan are likely to ascend in the future with rising consumer demand for alternate fuel technology. However, ICE-based automobile sales in the country dropped by over 3% to 4,448,340 units in 2021. The Japan Automobile Dealers Association reported that sales of new vehicles larger than 660 CC slipped by 2.9% to 2,795,818 units. The Japan Light Motor Vehicle and Motorcycle Association reported that sales of mini-vehicles fell by 3.8% to 1,652,522 units in the same year.
  • All these factors are expected to facilitate the growth of the lithium market over the forecast years.

Lithium Industry Overview

The global lithium market is consolidated in nature, with the top five players holding more than 80% share of the global production outputs. Some of the major players in the market include (not in any particular order) Albemarle Corporation, SQM SA, Tianqi Lithium, Livent, and Allkem Limited, among other companies.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Accelerating Demand for Electric Vehicles
    • 4.1.2 Increasing Usage and Demand by Portable Consumer Electronics
    • 4.1.3 Other Drivers
  • 4.2 Restraints
    • 4.2.1 Demand-supply Gap in the Lithium Market
    • 4.2.2 Other Restraints
  • 4.3 Industry Value Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Buyers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition
  • 4.5 Pricing Analysis
  • 4.6 Technological Snapshot

5 MARKET SEGMENTATION

  • 5.1 Type
    • 5.1.1 Metal
    • 5.1.2 Compound
      • 5.1.2.1 Carbonate
      • 5.1.2.2 Chloride
      • 5.1.2.3 Hydroxide
    • 5.1.3 Alloy
  • 5.2 Application
    • 5.2.1 Battery
    • 5.2.2 Grease
    • 5.2.3 Air Treatment
    • 5.2.4 Pharmaceuticals
    • 5.2.5 Glass/Ceramic (Including Frits)
    • 5.2.6 Polymer
    • 5.2.7 Other Applications
  • 5.3 End-user Industry
    • 5.3.1 Industrial
    • 5.3.2 Consumer Electronics
    • 5.3.3 Energy Storage
    • 5.3.4 Medical
    • 5.3.5 Automotive
    • 5.3.6 Other End-user Industries
  • 5.4 Geography
    • 5.4.1 Production and Reserve Analysis
      • 5.4.1.1 Australia
      • 5.4.1.2 Chile
      • 5.4.1.3 China
      • 5.4.1.4 Argentina
      • 5.4.1.5 Zimbabwe
      • 5.4.1.6 United States
      • 5.4.1.7 Other Regions
    • 5.4.2 Consumption Analysis
      • 5.4.2.1 Asia-Pacific
      • 5.4.2.1.1 China
      • 5.4.2.1.2 India
      • 5.4.2.1.3 Japan
      • 5.4.2.1.4 South Korea
      • 5.4.2.1.5 Australia & New Zealand
      • 5.4.2.1.6 Rest of Asia-Pacific
      • 5.4.2.2 North America
      • 5.4.2.2.1 United States
      • 5.4.2.2.2 Canada
      • 5.4.2.2.3 Mexico
      • 5.4.2.3 Europe
      • 5.4.2.3.1 Germany
      • 5.4.2.3.2 United Kingdom
      • 5.4.2.3.3 France
      • 5.4.2.3.4 Italy
      • 5.4.2.3.5 Nordic Countries
      • 5.4.2.3.6 Rest of Europe
      • 5.4.2.4 South America
      • 5.4.2.4.1 Brazil
      • 5.4.2.4.2 Argentina
      • 5.4.2.4.3 Rest of South America
      • 5.4.2.5 Middle East and Africa
      • 5.4.2.5.1 Saudi Arabia
      • 5.4.2.5.2 South Africa
      • 5.4.2.5.3 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Share (%) Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles (Overview, Financials, Products and Services, and Recent Developments)
    • 6.4.1 Albemarle Corporation
    • 6.4.2 Allkem Limited
    • 6.4.3 Ganfeng Lithium Co. Ltd
    • 6.4.4 Lithium Australia NL
    • 6.4.5 Livent
    • 6.4.6 Mineral Resources
    • 6.4.7 Morella Corporation Limited
    • 6.4.8 Sichuan Yahua Industrial Group Co. Ltd
    • 6.4.9 SQM SA
    • 6.4.10 Tianqi Lithium
    • 6.4.11 Avalon Advanced Materials Inc.
    • 6.4.12 Pilbara Minerals

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Growing Adoption in Smart Grid Electricity
  • 7.2 Other Opportunities