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市場調查報告書
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1197436

鋰離子電池隔膜市場 - 增長、趨勢和預測 (2023-2028)

Lithium-Ion Battery Separator Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 168 Pages | 商品交期: 2-3個工作天內

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簡介目錄

鋰離子 (LIB) 電池隔膜市場預計在預測期內的複合年增長率為 16.21%。

儘管 2020 年 COVID-19 對市場產生了負面影響,但已達到疫情前的水平。

主要亮點

  • 從中期來看,市場預計將受到鋰離子電池價格下跌和電動汽車日益普及等因素的推動。
  • 另一方面,原材料的供需不匹配預計將在預測期內抑制市場增長。
  • 此外,電池技術的進步極大地增加了對改進隔膜設計的需求。 目前的隔膜,無論是在商業用途還是在開發中,仍然不符合防止電池技術效率和可靠性下降所必需的高穩定性和長壽命性能標準。 預計這將為預測期內研究的市場創造重要機會。
  • 在預測期內,亞太地區將成為最大、增長最快的市場,預計大部分需求將來自中國、日本等國家/地區。

鋰離子電池隔膜市場趨勢

電動汽車普及有望帶動市場

  • 在鋰離子電池市場的早期,消費電子行業是主要消費者。 然而,近年來,電動汽車 (EV) 已成為鋰離子電池的最大消費者。
  • 電動汽車不排放二氧化碳和氮氧化物等溫室氣體,因此與傳統內燃機相比,它們對環境的影響更小,許多國家/地區都鼓勵使用電動汽車。 為此,許多國家出台了補貼和政府制度來促進電動汽車的普及。
  • 多個國家/地區已宣布計劃在預測期內禁止銷售內燃機汽車。 挪威已宣佈到 2025 年禁止銷售內燃機汽車,法國到 2040 年禁止銷售,英國到 2050 年禁止銷售。 印度還計劃到 2030 年逐步淘汰內燃機發動機,中國目前正在研究類似的計劃。
  • 此外,由於充電時間縮短,電動汽車市場正在擴大。 2022 年 4 月,從一家歐洲可再生能源公司收購的班加羅爾電池初創公司 Pravaig 開發出世界上能量密度最高的電池,容量為 54MWh。 電池開發商還證實,充滿電僅需 30 分鐘。
  • 由於世界各國政府的大力支持、更低的成本和更長的續航裡程,電動汽車越來越受歡迎。 世界上許多國家都在投資建設電動汽車充電站基礎設施以支持增長。
  • 2022 年電動汽車的普及將顯著增長根據國際能源署 (IEA) 的數據,2021 年全球電動汽車庫存將超過 1650 萬輛,比 2020 年(1020 萬輛)增長 61%。
  • 因此,由於上述因素,預計電動汽車行業作為鋰離子電池的最大消費行業將出現顯著增長,這將在預測期內推動鋰離子電池隔膜市場。

預計亞太地區將主導市場

  • 2021 年,亞太地區主導了全球鋰離子電池供應鏈市場。 該地區國家是以中國、日本和韓國為首的全球鋰離子電池供應鏈的驅動力。 澳大利亞、印度和越南等國家也正在按照計劃在預測期內在本國建立鋰離子電池製造設施。
  • 據估計,亞太地區有很大一部分人口生活在沒有電的環境中,他們依賴煤油和柴油等傳統燃料來滿足照明和手機充電需求。 由於技術優勢和鋰離子電池價格的下降,預計未來幾年鋰離子電池集成儲能解決方案將得到更多采用。 因此,預計在預測期內將為鋰離子電池隔膜製造商創造巨大商機。
  • 由於並網和離網應用採用新能源汽車 (NEV) 和 ESS,預計該地區對鋰離子電池的需求將快速增長。
  • 此外,到 2030 年,中國預計將佔據全球電動汽車市場 57% 的份額。 充電基礎設施的發展正在推動電動汽車在該國的普及。 截至2022年5月,EVCIPA確認全國約有142萬個充電站,其中交流充電站806個,直流充電站61.3萬個,直流-交流組合充電站485個。
  • 日本的目標是到 2050 年制定“油井到車輪零排放”政策,類似於世界的零排放努力,重點放在能源供應和汽車創新上。 通過將所有車輛更換為電動汽車,可以將溫室氣體排放量減少約 80%,包括每輛乘用車減少約 90%。 這些政府舉措可能會增加對電動汽車的需求,進而可能導致對鋰離子電池的需求增加。
  • 此外,韓國在汽車製造市場上擁有現代汽車、起亞汽車和雷諾等大公司。 隨著電動汽車的日益普及,預計中國對鋰離子電池和鋰離子電池隔膜等供應鏈配件的需求將增加。
  • 因此,由於上述因素,亞太地區有望在預測期內主導鋰離子電池隔膜市場。

其他福利。

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

內容

第一章介紹

  • 調查範圍
  • 市場定義
  • 調查假設

第 2 章執行摘要

第三章研究方法論

第 4 章市場概述

  • 簡介
  • 到 2027 年的市場規模和需求預測(單位:億美元)
  • 近期趨勢和發展
  • 政府法規和政策
  • 市場動態
    • 司機
    • 約束因素
  • 供應鏈分析
  • 波特的五力分析
    • 供應商的議價能力
    • 消費者的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係

第 5 章市場細分

  • 按地區
    • 北美
    • 歐洲
    • 亞太地區
    • 南美洲
    • 中東

第六章競爭格局

  • 併購、合資企業、合作、合同
  • 主要參與者採用的策略
  • 公司簡介
    • Asahi Kasei Corp.
    • Toray Industries Inc.
    • Sumitomo Chemical Co. Ltd
    • Entek International LLC
    • SK Innovation Co. Ltd
    • Ube Industries Ltd
    • Mitsubishi Paper Mills Ltd
    • Dreamweaver International
    • W-SCOPE CORPORATION

第7章 市場機會未來動向

簡介目錄
Product Code: 66547

The lithium-ion (LIB) battery separator market is expected to register a CAGR of 16.21% during the forecast period.

Though COVID-19 negatively impacted the market in 2020, it has reached pre-pandemic levels.

Key Highlights

  • Over the medium term, factors such as declining lithium-ion battery prices and the increasing adoption of electric vehicles are expected to drive the market.
  • On the other hand, the demand-supply mismatch of raw materials is expected to restrain the market growth during the forecast period.
  • Moreover, advancements in battery technology have dramatically increased the demand for improvements in separator design. Current separators, either in commercial usage or under the development stage, have yet to meet the high stability and lifespan performance standards necessary to prevent deterioration in the efficiency and reliability of battery technologies. This is likely to create immense opportunities for the market studied during the forecast period.
  • The Asia-Pacific is expected to be the largest and fastest-growing market during the forecast period, with the majority of the demand coming from countries like China, Japan, etc.

Lithium-Ion Battery Separator Market Trends

Increasing Adoption of Electric Vehicles is Expected to Drive the Market

  • During the initial years of the lithium-ion battery market, the consumer electronics sector was the major consumer. However, in recent years, electric vehicles (EVs) have become the biggest consumers of lithium-ion batteries, owing to the growing sales of EVs.
  • EVs do not emit CO2, NOX, or any other greenhouse gases and hence, have a lower environmental impact than conventional internal combustion engine (ICE) vehicles. Thus, many countries encourage EV use by introducing subsidies and government programs.
  • Several countries have announced plans to ban the sales of ICE vehicles during the forecast period. Norway announced a ban on ICE vehicles' sales by 2025, France by 2040, and the United Kingdom by 2050. In addition, India plans to phase out ICE engines by 2030, while China's similar plan is currently under relevant research.
  • Further, the EV market is increasing as the time consumption for charging the battery is less. In April 2022, Pravaig, a Bengaluru-based battery startup procured by a European renewable energy company, developed the world's most energy-dense batteries at 54MWh. This battery developer also confirmed that the time consumption for complete battery charging is just 30 minutes.
  • With increasing support from governments worldwide, declining costs, and improved range, the number of EVs is rising. Many countries worldwide are investing in building charging station infrastructure for EVs to support growth.
  • EV adoption significantly grew in 2022. According to the International Energy Agency, in 2021, the world had a stock of more than 16.5 million EVs, a 61% rise from 2020 (10.2 million units).
  • Therefore, owing to the abovementioned factors, the largest consumer of lithium-ion batteries, i.e., the EV industry, is expected to witness significant growth, which, in turn, drives the li-ion battery separator market during the forecast period.

The Asia-Pacific is Expected to Dominate the Market

  • In 2021, Asia-Pacific dominated the global li-ion battery supply chain market. Countries in the region are the leading proponents of the global lithium-ion battery supply chain, with China, Japan, and South Korea leading the way. Countries like Australia, India, and Vietnam are also following plans to set up li-ion battery manufacturing facilities in their countries during the forecast period.
  • A significant fraction of Asia-Pacific's population is estimated to be living without electricity and dependent on conventional fuels, such as kerosene and diesel, for their lighting and mobile phone charging needs. Lithium-ion battery integrated energy storage solutions are likely to witness an increasing rate of adoption due to the technical benefits associated with it and declining lithium-ion battery prices. This, in turn, is expected to create significant opportunities for li-ion battery separator manufacturers during the forecast period.​
  • The demand for lithium-ion batteries in the region is expected to grow rapidly, owing to the adoption of new energy vehicles (NEVs) and ESS for on-grid and off-grid applications.
  • Furthermore, China is expected to dominate with a 57% share of the global EV market by 2030. The development of charging infrastructure is propelling EV adoption in the country. As of May 2022, EVCIPA confirmed that there were nearly 1.42 million charging stations across the country, including 806 AC charging stations, 613 thousand DC charging stations, and 485 DC-AC combined charging stations.
  • By 2050, Japan aims to establish a "Well-to-Wheel Zero Emission" policy, in line with the global efforts to eliminate emissions, focusing on energy supply and vehicle innovation. Replacing all the vehicles with EVs can reduce greenhouse gas emissions by around 80% per vehicle, including an approximate 90% reduction per passenger vehicle. Such government initiatives are likely to increase the demand for electronic vehicles, which, in turn, is likely to increase the demand for lithium-ion batteries.
  • South Korea is also a large player in the car manufacturing market, with large corporations, like Hyundai, Kia Motors, and Renault. The increasing trend of adoption of electric vehicles is expected to increase the demand for lithium-ion batteries and its supply chain accessories, such as lithium-ion battery separators, in the country.​
  • Therefore, based on the abovementioned factors, the Asia-Pacific is expected to dominate the lithium-ion battery separator market during the forecast period.

Lithium-Ion Battery Separator Market Competitor Analysis

The lithium-ion battery separator market is fragmented. Some of the major players operating in this market include (in no particular order) Asahi Kasei Corp., Toray Industries Inc., Sumitomo Chemical Co. Ltd, SK Innovation Co. Ltd, and Ube Industries Ltd., among others.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2027
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
    • 4.5.2 Restraints
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitute Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 By Geography
    • 5.1.1 North America
    • 5.1.2 Europe
    • 5.1.3 Asia-Pacific
    • 5.1.4 South America
    • 5.1.5 Middle East

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Asahi Kasei Corp.
    • 6.3.2 Toray Industries Inc.
    • 6.3.3 Sumitomo Chemical Co. Ltd
    • 6.3.4 Entek International LLC
    • 6.3.5 SK Innovation Co. Ltd
    • 6.3.6 Ube Industries Ltd
    • 6.3.7 Mitsubishi Paper Mills Ltd
    • 6.3.8 Dreamweaver International
    • 6.3.9 W-SCOPE CORPORATION

7 MARKET OPPORTUNITIES AND FUTURE TRENDS