この調査レポートは、2025-2035年のリチウムイオン電池市場について詳細に調査・分析しています。

 

主な掲載内容（目次より抜粋）

 

Report Summary

IDTechEx forecast that the Li-ion battery cell market will reach over US$400 billion by 2035. Electric vehicles remain the key driver behind the Li-ion market and electric cars will be the largest market for Li-ion batteries over the next 10 years. While there are some regional concerns over the rate of EV adoption, sales of electric vehicles grew rapidly in 2023. Continued support for the EV and battery markets and increasing competition has led to steady improvement in battery performance and reduction in battery prices. Developments and innovations continue to be made in Li-ion anode and cathode materials, manufacturing, cell design, and pack design and investment into the Li-ion industry continues at a rapid pace. Their comparatively high performance, low cost and wide availability make Li-ion batteries pre-eminent energy storage technology for many applications, from electronics devices to electric vehicles (EVs), to large stationary energy storage systems. As such for most applications, Li-ion batteries, in one form or another, are unlikely to be superseded within the next 10 years.

 

Cell Manufacturing and the Li-ion Market

Given the rapid increase in forecast demand for Li-ion batteries over the past 5 years, there has been significant growth in the number of gigafactories brought online as well as being planned and announced. Much of this has been driven by incumbent manufacturers such as CATL, BYD, LG Energy Solution, SK Innovation and Samsung SDI, along with a number of fast-growing Chinese manufacturers. IDTechEx estimates that approximately 70% of cell production is located in China, a trend common across the Li-ion value chain where Chinese companies control much of the market for anodes, cathodes, electrolytes, separators, and copper current collectors.

 

Chinese companies control much of the Li-ion value chain. Source: IDTechEx.

 

To reduce reliance on a single region and develop domestic battery manufacturing capabilities, Europe and North America are attempting to foster domestic supply chains. In the US, the announcement of the inflation reduction act led to a flurry of gigafactory and investment announcements. Prior to the IRA, IDTechEx estimated that approximately 600 GWh of battery cell capacity would be located in North America by 2030 with this figure growing to 850 GWh in IDTechEx's latest analysis. Europe has also attempted to increase its share of the battery market but uncertainty over EV battery demand in Europe in 2024, increased and strong competition in the battery market and declining prices and margins have created a difficult environment for new entrants or companies with limited experience in large-scale Li-ion battery manufacturing.

 

Cathodes

The choice of cathode material plays an important role in defining the performance and price of a Li-ion battery. The most widely used cathode materials in 2024 are LFP and NMC/NCA materials. LFP is gaining market share due to its recapture of share within Chinese EVs and growing popularity for stationary energy storage systems, while it is expected to be increasingly present in EVs outside China too. Nevertheless, the high energy density of high-nickel NMC / NCA / NCMA type cathodes means it will remain a key chemistry in Europe and North America for long-range and performance oriented electric vehicles. Major cathode manufacturers are aiming to deploy ultra-high nickel layered oxides with nickel percentages approaching and surpassing 90% to maximize energy density and minimize cobalt content. Other key innovations to cathode materials include the development of LMFP, LNMO, and Li-Mn-rich materials to bridge the gap between low cost LFP and high energy density NMC / NCA. High voltage NMC materials are also under development

 

Anodes

Choices for anode materials are comparatively more limited than at the cathode. Graphite makes up the vast majority of the market. Recently, there has also been a shift toward synthetic graphite, over natural graphite, as prices for synthetic graphite have declined and closed the price gap that was historically present between natural and synthetic graphite. Nevertheless, natural graphite is expected to remain an important contributor to the graphite market due to its lower CO2 profile as well as growing potential for natural graphite supplies outside of China.

 

New anode materials such as silicon anode materials continue to garner interest due to their potential to improve energy density. Numerous players, from start-ups in the US to established materials producers in Asia, are expanding manufacturing capabilities. The use of silicon anode materials is forecast to grow significantly through to 2035.

 

Applications and markets

Battery electric cars have been one of the key drivers behind growth in Li-ion demand over the past 10 years and are forecast to remain the dominant driver of Li-ion battery demand. However, significant opportunities exist in other applications and markets. These include a variety of different vehicle classes, from electric trucks through to electric 2- and 3-wheelers, to grid-scale and residential battery energy storage systems. The report provides an overview of some of the key drivers, challenges, trends and battery technology choices for different Li-ion battery applications.

 

This report provides analysis and reporting on key components, including on cathodes, anodes, electrolytes, separators, copper current collectors and additives. For each component, the report provides a breakdown of the key technological developments, in addition to analysis of the market through a study of the key manufacturers, production regions, and expansion plans. Li-ion Batteries 2025-2035 provides a comprehensive view of the Li-ion battery market, players, and technology trends. Cost analyses, price forecasts, and 10-year forecasts are provided for Li-ion battery demand by volume (GWh) and value (US$) and broken down by application, cathode type and anode type.

 

Key aspects