世界のEV用正極材市場：供給別、需要別、電池タイプ別（リチウムイオン電池、鉛蓄電池、その他）、地域別サイズとトレンド、COVID-19の影響と2028年までの予測の分析

Global EV Cathode Material Market: Analysis By Supply, By Demand, By Battery Type (Lithium ion Battery, Lead Acid Battery & Other), By Region Size and Trends with Impact of COVID-19 and Forecast up to 2028

2022年の世界のEV用正極材市場は65.8億米ドルとなりました。2028年には107億7000万米ドルに達すると予想されています。正極材は、セル電圧を通じてセルのエネルギー密度を決定するため、リチウムイオンおよび鉛酸... もっと見る

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Daedal Research デダルリサーチ	2023年5月11日	US$2,350 シングルユーザライセンスライセンス・価格情報注文方法はこちら	163	英語

サマリー

2022年の世界のEV用正極材市場は65.8億米ドルとなりました。2028年には107億7000万米ドルに達すると予想されています。正極材は、セル電圧を通じてセルのエネルギー密度を決定するため、リチウムイオンおよび鉛酸バッテリーの主要な構成要素です。正極材は、コバルト、ニッケル、マンガンの結晶構造からなり、リチウムが添加された多金属酸化物材料を形成しています。電気自動車に使用される各種リチウムイオン二次電池の出力や用途を決定する。

各国の政府が補助金や政策変更、二酸化炭素排出に関する規制で電気自動車を推進しているように、政府の補助金やクリーンエネルギーの増加によって支えられている電気自動車の普及が、この分野での正極材の需要増加の主な理由でもあります。したがって、政府補助金とクリーンエネルギーの増加は、今後数年間における電気自動車用正極材の需要を促進する主な要因の1つである。同市場は、2022-2028年の予測期間中に約8％のCAGRで成長すると予想されています。

市場セグメンテーション分析：

バッテリータイプ別：本レポートでは、電池の種類に基づき、市場を3つのセグメントに二分しています：リチウムイオン電池、鉛酸電池、その他の電池の種類です。2022年の市場では、リチウムイオン電池が主要なシェアを占めています。一方、二酸化鉛と鉛はエネルギー密度が最も低く、放電効率が高いことはほとんどないため、鉛蓄電池の採用が進んでおり、今後数年間は鉛蓄電池分野が最も高いCAGRで成長すると予測されます。また、鉛蓄電池の正極材料は、高性能な自動車用に開発されている最新のニッケル水素電池、リチウムイオン電池、リチウムポリマー電池に比べて最大10倍安価であり、今後数年間、鉛蓄電池の市場成長を促進することが期待されます。

地域別：本レポートでは、アジア太平洋地域、北米、欧州、ROWの各地域別に、電気自動車用正極材市場に関する考察を掲載しています。アジア太平洋地域は、主要な電気自動車メーカーによる投資の増加や、安価な労働力の入手が可能であることから、同市場における主要なシェアを占めています。中国市場は、同地域におけるマイルドハイブリッド電気自動車の普及率が前年比で急上昇していることから、同地域を支配しています。

北米では、米国が主要な地域となっています。一方、欧州では、政府の政策や規制の強化、環境問題への関心の高まり、電動モビリティの採用が進んでいることから、英国が市場を支配しています。

供給別正極材は、ニッケル水素電池、リチウムイオン電池などの二次電池の重要な構成要素として勢いを増しています。EV用正極材の供給が増加傾向にある主な理由の1つは、内燃機関に対する段階的な規制強化の増加、EV導入に対するインセンティブや補助金の上昇です。EV用正極材の世界市場を供給別に見ると、中国、韓国、日本、欧州、米国、その他の地域の6地域に分けられます。2022年、世界のEV正極材供給は中国が独占し、世界のEV正極材供給の半分以上を占めており、経済におけるEV導入の増加により、予測期間中に多様な成長が予想されます。

タイプ別：本レポートでは、世界の電気自動車用正極材の供給量をタイプ別に分類しています：NMC（リチウムニッケルコバルトマンガン酸化物）/NCA（リチウムニッケルコバルトアルミニウム酸化物）、LFP（リン酸鉄リチウム）。2022年のEV正極材市場は、NMC/NCAが供給を独占しています。NMC/NCAは、EV正極材の最大のカテゴリーです。三元系正極材（NMC）は、ニッケル、マンガン、コバルトを主成分とし、リチウムイオン二次電池の正極材として、主にハイブリッド車などの電気自動車向けの電池に使用されています。高比重、高比エネルギー、長寿命であることから、リチウムニッケルコバルトアルミニウム酸化物（NCA）の需要が高まっており、予測期間中のNMC/NCA供給の成長を高めると予想されます。

需要別です：本レポートでは、世界各国のEV用正極材の需要を垣間見ることができます。EV用正極材の需要増加傾向の主な理由の一つは、大量のリチウムイオン電池を必要とする電気自動車の普及が進んでいることである。電気自動車には大量のリチウムイオン電池が必要であり、そのために正極材も大量に必要となります。正極材の需要は、研究開発プロジェクトへの投資増加の恩恵も受けており、今後数年間は正極材の需要が高まると予想されます。

タイプ別：本レポートでは、世界のEV用正極材の需要は、さらにタイプ別に分類されています：NMC（リチウムニッケルコバルトマンガン酸化物）/NCA（リチウムニッケルコバルトアルミニウム酸化物）、LFP（リン酸鉄リチウム）。2022年のEV正極材市場は、NMC/NCAが供給を独占した。環境悪化が進み、いくつかの国で大気質レベルが悪化しているため、電気自動車の導入が急速に増加しています。これは、リチウムイオン電池の要件を押し上げ、その後、電気自動車リチウムイオン電池の正極材料の拡大を引き起こしている。

市場ダイナミックス

成長促進要因：電気自動車の普及、燃料価格の高騰、環境問題の高まり、リチウムイオン電池の価格低下など、さまざまな要因から、世界の電気自動車用正極材市場はここ数年、成長を続けています。さらに、政府補助金とクリーンエネルギーの増加は、電気自動車正極材の最も重要な推進要因の一つであり、各国政府は補助金、政策変更、炭素排出量に関する規制によって電気自動車を推進しており、この分野における正極材の需要拡大に繋がっています。さらに、リチウムイオン電池の価格下落も正極材の需要増加を後押ししています。正極材はリチウムイオン電池の主成分であり、電池の電圧や容量によってエネルギー密度を決定します。

課題しかし、原料の不安定性や安全性の問題、NCMに伴う環境負荷の増大、リチウムイオン電池用正極材の開発問題など、いくつかの課題に直面している。

動向ICE車の禁止、ゼロエミッション車の需要急増、再生可能エネルギーへのシフトなど、さまざまな最新トレンドにより、予測期間中、市場は速いペースで成長すると予測されます。また、バッテリー技術の向上は、ハイブリッド電気自動車から家電製品に至る様々なアプリケーションの進歩に不可欠であり、バッテリー性能の向上は様々なバッテリーコンポーネントの材料開発に依存するため、バッテリー技術の開発が進んでいることは、EV正極材の最も大きな推進力の1つであり、将来的にEV正極材市場に有利な機会を提供すると期待されます。

COVID-19の影響分析と今後の方向性：

COVID-19の流行は、自動車産業全体と電気自動車・EV電池産業に悪影響を及ぼした。パンデミックにより、電気自動車の販売が短期的に阻害された。また、多くの国で中国への物資の出入りに渡航制限が課され、多くの産業用電動工具の顧客層が大幅に減少した。しかし、燃料価格の高騰や環境汚染に対する懸念の高まりに加え、各国政府による補助金の支給により、前年同期を上回る高い成長率で業界は立ち直りました。

競争環境

世界のEV用正極材市場は断片化されており、主要プレーヤーは世界および地域レベルで活動しています。世界のEV用正極材市場の主要プレーヤーは以下の通りです：

BASF SE
3M社
ユミコアSA
ポスコフューチャーエム株式会社（POSCO Future M Co, Ltd.
三菱ケミカルグループ株式会社
ジョンソン・マッセイPLC
株式会社クレハ
三井金属鉱業(株)
住友金属鉱山(株)
LGコーポレーション(LG Chem Ltd.)様
株式会社日立製作所(株)日立製作所(日立金属)
戸田工業(株)
株式会社NEI

EV用正極材市場における主要企業の戦略には、それぞれのポートフォリオを拡大し、世界市場で強固な足場を築くためのプラットフォーム開発や戦略的提携があります。例えば、2022年5月、ユミコアは韓国の天安に正極材の新しいグローバル研究開発センターを発足させました。このセンターでは、高ニッケルNMC、低コバルトNMC、マンガンリッチ化学、固体電池技術などの次世代電池材料の生産に注力する。一方、2022年4月、ポスコケミカルズは、3万トンの高純度ニッケル正極を生産できる新製造工場の建設を開始したと発表した。これにより、正極材市場における消費者層の拡大が期待されます。

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1. Executive Summary

2. Introduction

2.1 Cathode Materials: An Overview
2.1.1 Definition of Cathode Materials for Electric Vehicles
2.1.2 Types of Cathode Active Materials

2.2 Cathode Materials Segmentation: An Overview
2.2.1 Cathode Materials Segmentation

3. Global Market Analysis

3.1 Global EV Cathode Material Market: An Analysis

3.1.1 Global EV Cathode Material Market: An Overview
3.1.2 Global EV Cathode Material Market by Value
3.1.3 Global EV Cathode Material Market by Battery Type
3.1.4 Global EV Cathode Material Market by Region

3.2 Global EV Cathode Material Market: Supply Analysis

3.2.1 Global EV Cathode Material Market by Supply: An Overview
3.2.2 Global EV Cathode Material Market by Supply
3.2.3 Global EV Cathode Material Market Supply by Type
3.2.4 Global EV Cathode Material Market Supply by Region

3.3 Global EV Cathode Material Market: Demand Analysis

3.3.1 Global EV Cathode Material Market by Demand: An Overview
3.3.2 Global EV Cathode Material Market by Demand
3.3.3 Global EV Cathode Material Market Demand by Type

3.4 Global EV Cathode Material Market: Battery Type Analysis

3.4.1 Global EV Cathode Material Market By Battery Type: An Overview
3.4.2 Global Lithium-Ion EV Cathode Material Market by Value
3.4.3 Global Lead Acid EV Cathode Material Market by Value
3.4.4 Global Other Batteries EV Cathode Material Market by Value

3.5 Global EV Cathode Material Market Supply: Type Analysis

3.5.1 Global EV Cathode Material Market Supply by Type: An Overview
3.5.2 Global NMC/NCA EV Cathode Material Market by Supply
3.5.3 Global LFP EV Cathode Material Market by Supply

3.6 Global EV Cathode Material Market Demand: Type Analysis

3.6.1 Global EV Cathode Material Market Demand by Type: An Overview
3.6.2 Global NMC/NCA EV Cathode Material Market by Demand
3.6.3 Global LFP EV Cathode Material Market by Demand

4. Regional Market Analysis

4.1 Asia Pacific EV Cathode Material Market: An Analysis

4.1.1 Asia Pacific EV Cathode Material Market: An Overview
4.1.2 Asia Pacific EV Cathode Material Market by Value
4.1.3 Asia Pacific EV Cathode Material Market by Region
4.1.4 China EV Cathode Material Market by Value
4.1.5 China EV Cathode Material Market by Supply
4.1.6 Japan EV Cathode Material Market by Value
4.1.7 Japan EV Cathode Material Market by Supply
4.1.8 South Korea EV Cathode Material Market by Value
4.1.9 South Korea EV Cathode Material Market by Supply
4.1.10 India EV Cathode Material Market by Value
4.1.11 Rest of Asia Pacific EV Cathode Material Market by Value

4.2 North America EV Cathode Material Market: An Analysis

4.2.1 North America EV Cathode Material Market: An Overview
4.2.2 North America EV Cathode Material Market by Value
4.2.3 North America EV Cathode Material Market by Region
4.2.4 The US EV Cathode Material Market by Value
4.2.5 The US EV Cathode Material Market by Supply
4.2.6 Canada EV Cathode Material Market by Value
4.2.7 Mexico EV Cathode Material Market by Value

4.3 Europe EV Cathode Material Market: An Analysis

4.3.1 Europe EV Cathode Material Market: An Overview
4.3.2 Europe EV Cathode Material Market by Value
4.3.3 Europe EV Cathode Material Market by Region
4.3.4 Europe EV Cathode Material Market by Supply
4.3.5 United Kingdom EV Cathode Material Market by Value
4.3.6 Germany EV Cathode Material Market by Value
4.3.7 France EV Cathode Material Market by Value
4.3.8 Italy EV Cathode Material Market by Value
4.3.9 Rest of Europe EV Cathode Material Market by Value

4.4 Rest of the World EV Cathode Material Market: An Analysis

4.4.1 Rest of the World EV Cathode Material Market: An Overview
4.4.2 Rest of the World EV Cathode Material Market by Value
4.4.3 Rest of the World EV Cathode Material Market by Supply

5. Impact of COVID-19

5.1 Impact of COVID-19

5.1.1 Impact of COVID-19 on Global EV Cathode Material Market
5.1.2 Impact of COVID-19 on Global Electric Vehicle Sales
5.1.3 Post-COVID Scenario

6. Market Dynamics

6.1 Growth Drivers
6.1.1 Growing Adoption of Electric Vehicles
6.1.2 Escalating Fuel Prices
6.1.3 Mounting Environmental Concerns
6.1.4 Declining Prices of Lithium-ion-Battery
6.1.5 Rising Government Subsidies & Clean Energy

6.2 Challenges
6.2.1 Instability of Raw Material and Safety Issues
6.2.2 Increasing Environmental Impacts Associated with NCM
6.2.3 Developmental Issues in Cathode Materials for Li-ion Batteries

6.3 Market Trends
6.3.1 Increasing Ban on ICE Vehicles
6.3.2 Surging Demand for Zero Emission Vehicles
6.3.3 Growing Shift Towards Renewable Consumption
6.3.4 Recent Developments in Battery Technology

7. Competitive Landscape

7.1 Global EV Cathode Material Supply by Players: Key Comparison

8. Company Profiles

8.1 BASF SE
8.1.1 Business Overview
8.1.2 Operating Segment
8.1.3 Business Strategy

8.2 3M Company
8.2.1 Business Overview
8.2.2 Operating Segments
8.2.3 Business Strategy

8.3 Umicore SA
8.3.1 Business Overview
8.3.2 Operating Segments
8.3.3 Business Strategy

8.4 POSCO Future M Co., Ltd.
8.4.1 Business Overview
8.4.2 Operating Segments
8.4.3 Business Strategy

8.5 Mitsubishi Chemical Group Corporation
8.5.1 Business Overview
8.5.2 Operating Segment
8.5.3 Business Strategy

8.6 Johnson Matthey PLC
8.6.1 Business Overview
8.6.2 Operating Segment
8.6.3 Business Strategy

8.7 Kureha Corporation
8.7.1 Business Overview
8.7.2 Operating Segment
8.7.3 Business Strategy

8.8 Mitsui Mining & Smelting Co., Ltd.
8.8.1 Business Overview
8.8.2 Operating Segment
8.8.3 Business Strategy

8.9 Sumitomo Metal Mining Co., Ltd.
8.9.1 Business Overview
8.9.2 Business Segments
8.9.3 Business Strategy

8.10 LG Corporation (LG Chem Ltd.)
8.10.1 Business Overview
8.10.2 Operating Segment
8.10.3 Business Strategy

8.11 Hitachi Ltd. (Hitachi Metals, Ltd.)
8.11.1 Business Overview
8.11.2 Operating Segments
8.11.3 Business Strategy

8.12 Toda Kogyo Corp.
8.12.1 Business Overview
8.12.2 Operating Region
8.12.3 Business Strategy

8.13 NEI Corporation
8.13.1 Business Overview
8.13.2 Business Strategy

List of Figures

Figure 1: Cathode Materials Segmentation
Figure 2: Global EV Cathode Material Market by Value; 2018-2022 (US$ Billion)
Figure 3: Global EV Cathode Material Market by Value; 2023-2028 (US$ Billion)
Figure 4: Global EV Cathode Material Market by Battery Type; 2022 (Percentage, %)
Figure 5: Global EV Cathode Material Market by Region; 2022 (Percentage, %)
Figure 6: Global EV Cathode Material Market by Supply; 2018-2022 (Million Tons)v Figure 7: Global EV Cathode Material Market by Supply; 2023-2028 (Million Tons)
Figure 8: Global EV Cathode Material Supply Market by Type; 2022 (Percentage, %)
Figure 9: Global EV Cathode Material Market Supply by Region; 2022 (Percentage, %)
Figure 10: Global EV Cathode Material Market by Demand; 2018-2022 (Million Tons)
Figure 11: Global EV Cathode Material Market by Demand; 2023-2028 (Million Tons)
Figure 12: Global EV Cathode Material Market Demand by Type; 2022 (Percentage, %)
Figure 13: Global Lithium-Ion EV Cathode Material Market by Value; 2018-2022 (US$ Billion)
Figure 14: Global Lithium-Ion EV Cathode Material Market by Value; 2023-2028 (US$ Billion)
Figure 15: Global Lead Acid EV Cathode Material Market by Value; 2018-2022 (US$ Billion)
Figure 16: Global Lead Acid EV Cathode Material Market by Value; 2023-2028 (US$ Billion)
Figure 17: Global Other Batteries EV Cathode Material Market by Value; 2018-2022 (US$ Million)
Figure 18: Global Other Batteries EV Cathode Material Market by Value; 2023-2028 (US$ Billion)
Figure 19: Global NMC/NCA EV Cathode Material Market by Supply; 2018-2022 (Million Tons)
Figure 20: Global NMC/NCA EV Cathode Material Market by Supply; 2023-2028 (Million Tons)
Figure 21: Global LFP EV Cathode Material Market by Supply; 2018-2022 (Thousand Tons)
Figure 22: Global LFP EV Cathode Material Market by Supply; 2023-2028 (Million Tons)
Figure 23: Global NMC/NCA EV Cathode Material Market by Demand; 2018-2022 (Thousand Tons)
Figure 24: Global NMC/NCA EV Cathode Material Market by Demand; 2023-2028 (Million Tons)
Figure 25: Global LFP EV Cathode Material Market by Demand; 2018-2022 (Thousand Tons)
Figure 26: Global LFP EV Cathode Material Market by Demand; 2023-2028 (Thousand Tons)
Figure 27: Asia Pacific EV Cathode Material Market by Value; 2018-2022 (US$ Billion)
Figure 28: Asia Pacific EV Cathode Material Market by Value; 2023-2028 (US$ Billion)
Figure 29: Asia Pacific EV Cathode Material Market by Region; 2022 (Percentage, %)
Figure 30: China EV Cathode Material Market by Value; 2018-2022 (US$ Billion)
Figure 31: China EV Cathode Material Market by Value; 2023-2028 (US$ Billion)
Figure 32: China EV Cathode Material Market by Supply; 2022-2028 (Million Tons)
Figure 33: Japan EV Cathode Material Market by Value; 2018-2022 (US$ Million)
Figure 34: Japan EV Cathode Material Market by Value; 2023-2028 (US$ Million)
Figure 35: Japan EV Cathode Material Market by Supply; 2022-2028 (Thousand Tons)
Figure 36: South Korea EV Cathode Material Market by Value; 2018-2022 (US$ Million)
Figure 37: South Korea EV Cathode Material Market by Value; 2023-2028 (US$ Million)
Figure 38: South Korea EV Cathode Material Market by Supply; 2022-2028 (Thousand Tons)
Figure 39: India EV Cathode Material Market by Value; 2018-2022 (US$ Million)
Figure 40: India EV Cathode Material Market by Value; 2023-2028 (US$ Million)
Figure 41: Rest of Asia Pacific EV Cathode Material Market by Value; 2018-2022 (US$ Million)
Figure 42: Rest of Asia Pacific EV Cathode Material Market by Value; 2023-2028 (US$ Million)
Figure 43: North America EV Cathode Material Market by Value; 2018-2022 (US$ Billion)
Figure 44: North America EV Cathode Material Market by Value; 2023-2028 (US$ Billion)
Figure 45: North America EV Cathode Material Market by Region; 2022 (Percentage,%)
Figure 46: The US EV Cathode Material Market by Value; 2018-2022 (US$ Billion)
Figure 47: The US EV Cathode Material Market by Value; 2023-2028 (US$ Billion)
Figure 48: The US EV Cathode Material Market by Supply; 2022-2028 (Thousand Tons)
Figure 49: Canada EV Cathode Material Market by Value; 2018-2022 (US$ Million)
Figure 50: Canada EV Cathode Material Market by Value; 2023-2028 (US$ Million)
Figure 51: Mexico EV Cathode Material Market by Value; 2018-2022 (US$ Million)
Figure 52: Mexico EV Cathode Material Market by Value; 2023-2028 (US$ Million)
Figure 53: Europe EV Cathode Material Market by Value; 2018-2022 (US$ Billion)
Figure 54: Europe EV Cathode Material Market by Value; 2023-2028 (US$ Billion)
Figure 55: Europe EV Cathode Material Market by Region; 2022 Percentage,%)
Figure 56: Europe EV Cathode Material Market by Supply; 2022-2028 (Thousand Tons)
Figure 57: United Kingdom EV Cathode Material Market by Value; 2018-2022 (US$ Million)
Figure 58: United Kingdom EV Cathode Material Market by Value; 2023-2028 (US$ Million)
Figure 59: Germany EV Cathode Material Market by Value; 2018-2022 (US$ Million)
Figure 60: Germany EV Cathode Material Market by Value; 2023-2028 (US$ Million)
Figure 61: France EV Cathode Material Market by Value; 2018-2022 (US$ Million)
Figure 62: France EV Cathode Material Market by Value; 2023-2028 (US$ Million)
Figure 63: Italy EV Cathode Material Market by Value; 2018-2022 (US$ Million)
Figure 64: Italy EV Cathode Material Market by Value; 2023-2028 (US$ Million)
Figure 65: Rest of Europe EV Cathode Material Market by Value; 2018-2022 (US$ Million)
Figure 66: Rest of Europe EV Cathode Material Market by Value; 2023-2028 (US$ Million)
Figure 67: Rest of the World EV Cathode Material Market by Value; 2018-2022 (US$ Million)
Figure 68: Rest of the World EV Cathode Material Market by Value; 2023-2028 (US$ Million)
Figure 69: Rest of the World EV Cathode Material Market by Supply; 2022-2028 (Thousand Tons)
Figure 70: Global Number of Battery Electric Vehicles in Use; 2019-2021 (Million)
Figure 71: Global Share of Electric Vehicles; 2017-2021 (Percentage, %)
Figure 72: The US Retail Fuel Prices; 2021-2022 (US$ Per Gallon)
Figure 73: Annual Carbon Dioxide Emissions Worldwide; 2018-2022 (Billion Metric Tons)
Figure 74: Global Lithium-ion Battery Pack Costs; 2019-2030 (US$ Per Kilowatt Hour)
Figure 75: Implied Global BEV Penetration; 2021-2026 (Percentage, %)
Figure 76: Global Renewable Consumption Forecast; 2018-2050 (Exajoules)
Figure 77: BASF SE Sales by Segment; 2022 (Percentage, %)
Figure 78: 3M Company Net Sales by Segment; 2022 (Percentage, %)
Figure 79: Umicore SA Total Turnover by Segment; 2022 (Percentage, %)
Figure 80: POSCO Future M Co., Ltd. Revenue by Business Division; 2022 (Percentage, %)
Figure 81: Mitsubishi Chemical Group Corporation Sales Revenue by Business Divisions; 2021 (Percentage, %)
Figure 82: Johnson Matthey PLC Revenue by Segment; 2021 (Percentage, %)
Figure 83: Kureha Corporation Net Sales by Segment; 2021 (Percentage, %)
Figure 84: Mitsui Mining & Smelting Co., Ltd. Sales by Segment; 2021 (Percentage, %)
Figure 85: Sumitomo Metal Mining Co., Ltd. Net Sales by Segment; 2021 (Percentage, %)
Figure 86: LG Chem Ltd. Revenue by Segment; 2022 (Percentage, %)
Figure 87: Hitachi Chemical Co., Ltd. Revenues by Segment; 2021 (Percentage, %)
Figure 88: Toda Kogyo Net Revenue by Region; 2021 (Percentage, %)
Table 1: Types of Cathode Active Materials
Table 2: Upcoming ICE Vehicles Ban by Countries
Table 3: Global EV Cathode Material Supply by Players: Key Comparison

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Table of Contents

Summary

The global EV cathode material market in 2022 was valued at US$6.58 billion. The market is expected to reach US$10.77 billion by 2028. Cathode material are the main component of Li-ion & lead acid batteries, as they determine the energy density of a cell through cell voltage. Cathode materials comprise cobalt, nickel, and manganese in the crystal structure forming a multi-metal oxide material to which lithium is added. These define the output and application of different types of rechargeable lithium-ion batteries used in electric vehicles.

The growing adoption of electric vehicles which is being supported by the rising government subsidies & clean energy as government of different countries are promoting electric vehicles with the subsidies, policy changes and regulation on carbon emissions, is also a major reason behind the growing demand for cathode materials in the sector. Therefore, the rising government subsidies & clean energy is one of the main factors that would drive the demand for EV cathode material in the forthcoming years. The market is expected to grow at a CAGR of approx. 8% during the forecasted period of 2022-2028.

Market Segmentation Analysis:

By Battery Type: The report provides the bifurcation of the market into three segments based on the types of battery: Lithium-Ion Battery, Lead Acid Battery and other battery types. In 2022, Lithium-ion battery held a major share in the market. On the other hand, Lead acid battery segment is expected to grow at the highest CAGR in the forthcoming years as lead dioxide and lead have the lowest energy densities and rarely discharge highly efficiently, leading to its growing adoption. Along with this, Lead-acid cathode materials are up to ten times cheaper than modern nickel-metal hydride, lithium-ion, and lithium-polymer batteries being developed for high-performance automobiles, further expected to propel the overall market growth lead acid battery type in the coming years.

By Region: The report provides insight into the EV cathode material market based on the regions Asia Pacific, North America, Europe, and ROW. Asia Pacific held the major share in the market owing to the increasing investment by major electric vehicle manufacturers and availability of cheap labour in the region. China market dominated the region due to the swiftly escalating year-on-year adoption rate of mild-hybrid electric vehicles across the region.

In North America, the US is the dominating region. Whereas, in Europe, the UK dominated the market owing to the rising supportive government policies and regulations, increasing environmental concerns, and growing adoption of electric mobility in the region.

By Supply: In the report, the global EV cathode material market supply is given as cathode materials are gaining momentum as a significant components of rechargeable batteries, such as nickel-metal hydride batteries, lithium-ion batteries, and others. One of the primary reasons for the rising trend in EV cathode material supply is the increasing number of strengthened rules for phasing for internal combustion engines and rising incentives and subsidies for EV adoption. The global EV cathode material market by supply is divided into six regions namely, China, South Korea, Japan, Europe, the US, and rest of the World. In 2022, the global EV cathode material supply was dominated by China, accounting for more than half of the global EV cathode material supply which is anticipated to grow manifolds in the forecasted period, due to the increasing adoption of EVs in the economy.

By Type: In the report, the global EV cathode material supply is further divided based on type: NMC (Lithium Nickel Cobalt Manganese Oxide)/NCA (Lithium Nickel Cobalt Aluminium Oxide), and LFP (Lithium Ferrous Phosphate). NMC/NCA dominated the supply of the EV cathode material market in the year 2022. NMC/NCA is the largest category of EV cathode materials. Ternary cathode materials (NMC) have nickel, manganese and cobalt as their principal components, and as the cathode materials for lithium ion secondary batteries, are used mainly in batteries aimed at electrically-powered cars, including hybrid vehicles. Growing demand for lithium nickel cobalt aluminum oxide (NCA) due to its high specific power, specific energy and long lifespan is anticipated to increase the growth of the NMC/NCA supply during forecast period.

By Demand: The report provides a glimpse of the EV cathode material demand around the world. One of the primary reasons for the rising trend in EV cathode material demand is the increasing adoption of electric vehicles, which require large quantities of lithium-ion batteries. Electric vehicles require large quantities of lithium-ion batteries, which in turn require significant amounts of cathode materials. The cathode materials demand is also benefiting from increased investment in research and development projects, which is expected to result in higher demand for these materials in coming years.

By Type: In the report, the global EV cathode material demand is further divided based on on type: NMC (Lithium Nickel Cobalt Manganese Oxide)/NCA (Lithium Nickel Cobalt Aluminium Oxide), and LFP (Lithium Ferrous Phosphate). NMC/NCA dominated the supply of the EV cathode material market in the year 2022. With increasing environmental degradation and the deteriorating air quality levels in several countries, the deployment of electric vehicles is increasing rapidly. This is, in turn, pushing up the requirement for lithium-ion batteries, which is subsequently causing the expansion of the cathode material for electric vehicle lithium-ion batteries.

Market Dynamics:

Growth Drivers: The global EV cathode material market has been growing over the past few years, due to factors such as growing adoption of electric vehicles, escalating fuel prices, mounting environmental concerns, declining prices of lithium-ion-battery, and many other factors. Additionally, the rising government subsidies & clean energy is one of the most significant drivers for EV cathode material, as government of different countries are promoting electric vehicles with the subsidies, policy changes and regulation on carbon emissions, leading to growing demand for cathode materials in the sector. Moreover, the declining prices of Lithium-ion batteries, to support to the increasing demand for cathode materials as these are the main component of Li-ion batteries and they determine the energy density of a cell through cell voltage and/or capacity.

Challenges: However, the market has been confronted with some challenges specifically, instability of raw material and safety issues, increasing environmental impacts associated with NCM and developmental issues in cathode materials for Li-ion batteries, etc.

Trends: The market is projected to grow at a fast pace during the forecast period, due to various latest trends such as increasing ban on ICE vehicles, surging demand for zero emission vehicles, growing shift towards renewable consumption, etc. Additionally, the ongoing developments in battery technology is one of the most significant drivers for EV cathode material, as improved battery technology is critical for advancements in a variety of applications ranging from hybrid electric vehicles to consumer electronics, and improved battery performance depends on the development of materials for the various battery components, which is expected to offer lucrative opportunities for the EV cathode material market in the future.

Impact Analysis of COVID-19 and Way Forward:

The COVID-19 pandemic had an adverse effect on the overall automotive industry and electric vehicle & EV battery industries. The sales of electric vehicles were hampered due to the pandemic for a short term. Many countries imposed travel restrictions on material flow in and out of China, which significantly reduced the customer base for a large number of industrial electric-powered tools. However, the industry has bounced back with higher growth than that of the previous years’ owing to the consistent rise in fuel prices and rising concerns towards environmental pollution coupled with provision of the subsidies by various governments.

Competitive Landscape:

The global EV cathode material market is fragmented, with key players operating on global and regional levels. The key players in the global EV cathode material market are:

BASF SE
3M Company
Umicore SA
POSCO Future M Co., Ltd.
Mitsubishi Chemical Group Corporation
Johnson Matthey PLC
Kureha Corporation
Mitsui Mining & Smelting Co., Ltd.
Sumitomo Metal Mining Co., Ltd.
LG Corporation (LG Chem Ltd.)
Hitachi Ltd. (Hitachi Metals, Ltd.)
Toda Kogyo Corp.
NEI Corporation

Some of the strategies among key players in the market for EV cathode materials are platform development and strategic alliances to expand their respective portfolios and gain a robust footing in the global market. For instance, in May 2022, Umicore inaugurated their new global R&D center for Cathode Materials in Cheonan, Korea. It will focus on producing the next generation of battery materials, including very high-nickel NMC, low-cobalt NMC, manganese-rich chemistries, and solid-state battery technologies. Whereas, in April 2022, POSCO Chemicals announced that they began constructing their new manufacturing plant capable of producing 30,000 tons of high-purity nickel cathodes. This is expected to help the company to expand its consumer base for the cathode materials market.

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ご注文は、お電話またはWEBから承ります。お見積もりの作成もお気軽にご相談ください。

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