ナトリウムイオン電池 (SIB)：各種材料・技術・世界市場 (～2029年)

世界のナトリウムイオン電池 (SIB) の市場規模は、2023年の3億1,800万米ドルから、予測期間中はCAGR 18.6%で推移し、2029年には8億3,850万米ドルの規模に達すると予測されています。

アジア太平洋地域の市場は、2023年の2億1,400万米ドルから、17.2%のCAGRで推移し、2029年には5億2,400万米ドルに達すると予測されています。北米市場は、2023年の3,590万米ドルから、23.3%のCAGRで推移し、2029年には1億1,990万米ドルに達すると予測されています。

当レポートでは、世界のナトリウムイオン電池 (SIB) の市場を調査し、市場概要、市場影響因子および市場機会の分析、法規制環境、新興技術および技術開発の動向、市場規模の推移・予測、各種区分・地域別の詳細分析、競合情勢、主要企業のプロファイルなどをまとめています。

目次

第1章 エグゼクティブサマリー

第2章 市場概要

• 市場概要・将来のシナリオ
• サプライチェーン分析
• 原材料の抽出・加工
• 電解質製造
• セパレータ製造
• セル製造
• 電池パックアセンブリ
• エンドユーザーアプリケーションと統合
• 電池のリサイクルと廃棄
• ポーターのファイブフォース分析
• 規制の枠組みと取り組み
• 米国
• 欧州
• 中国
• インド

第3章 市場力学

• 概要
• 市場促進要因
• リチウムイオン電池に代わるコスト効率の高い代替品の必要性
• 従来の電池のより安全な代替品としてSIBが登場
• 再生可能エネルギーとSIBインターフェースのグリッドレベルでの使用
• 市場抑制要因
• ナトリウムイオン電池のサイクル寿命の限界
• リチウムイオン電池よりもエネルギー密度が低い
• 市場機会
• EVの利用拡大
• スマートシティ、スマートビルディング、スマートインフラ

第4章 新興技術と開発

• 概要
• SIB開発における新興技術
• SIB用ナノテクノロジーベースのアノードおよびカソード材料
• 高度な電解質
• AIと機械学習の新たな役割
• 特許分析
• 概要
• 調査結果

第5章 市場セグメンテーション分析

• セグメンテーションの内訳
• 世界のSIB市場：製品別
• ナトリウム硫黄電池
• ナトリウム塩電池 (ゼブラ電池)
• ナトリウム酸素 (ナトリウム空気) 電池
• 世界のSIB市場：コンポーネント別
• 電極
• 電解質材料
• カプセル化材料
• パッケージ
• セパレータ
• その他
• 世界のSIB市場：エンドユーザー別
• グリッドレベル/電池ストレージ
• 商用電源バックアップ
• 産業用電源バックアップ
• EV
• その他
• 地理的内訳
• 世界のSIB市場：地域別
• 北米
• 欧州
• アジア太平洋
• その他の地域

第6章 競合情報

• 概要
• 市場ランキング

第7章 ナトリウムイオン電池 (SIB) 市場における持続可能性：ESGの観点

• 概要
• 環境への影響
• 社会的影響
• ガバナンスの影響
• 世界のSIB産業におけるESGの現状
• ESGに対する消費者の意識
• BCCによる総論

第8章 付録

• 調査手法
• 調査のステップ
• 参考文献
• 略語
• 企業プロファイル
• ALTRIS AB
• AQUION ENERGY
• CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD.
• FARADION
• HINA BATTERY TECHNOLOGY CO. LTD.
• HUNAN CUBE NEW ENERGY TECHNOLOGY CO. LTD.
• INDI ENERGY
• JIANGSU ZOOLNASM ENERGY TECHNOLOGY CO. LTD.
• NATRON ENERGY INC.
• NEI CORP.
• NGK INSULATORS LTD.
• NORTHVOLT AB
• SODION ENERGY
• TIAMAT
• ZHEJIANG NATRIUM ENERGY CO. LTD.
• 小規模企業

List of Tables

• Summary Table : Global Market for Sodium-ion Batteries, by Region, Through 2029
• Table 1 : Cost Analysis of Lithium-ion and Sodium-ion Batteries
• Table 2 : Granted Patents Related to SIBs, 2022-2024
• Table 3 : Published Patents Related to SIBs, 2023 and 2024
• Table 4 : Global Sodium-ion Battery Market, by Product, Through 2029
• Table 5 : Performance Data of Sodium-sulfur Batteries
• Table 6 : Global Market for Sodium-sulfur Batteries, by Region, Through 2029
• Table 7 : Zebra Battery Performance Data
• Table 8 : Advantages and Disadvantages of Zebra Batteries
• Table 9 : Global Market for Sodium-salt (Zebra) Batteries, by Region, Through 2029
• Table 10 : Global Market for Sodium-oxygen (Sodium-air) Batteries, by Region, Through 2029
• Table 11 : Global Sodium-ion Battery Market, by Component, Through 2029
• Table 12 : Global SIB Market for Electrodes, by Region, Through 2029
• Table 13 : Global SIB Market for Electrodes, by Type, Through 2029
• Table 14 : Global SIB Market for Cathodes, by Type, Through 2029
• Table 15 : Global SIB Market for Cathodes, by Region, Through 2029
• Table 16 : Global SIB Market for Inorganic Compounds, by Region, Through 2029
• Table 17 : Global SIB Market for Metal-organic Compounds, by Region, Through 2029
• Table 18 : Global SIB Market for Organic Compounds, by Region, Through 2029
• Table 19 : Global SIB Market for Anodes, by Type, Through 2029
• Table 20 : Global SIB Market for Anodes, by Region, Through 2029
• Table 21 : Global SIB Market for Hard Carbon, by Region, Through 2029
• Table 22 : Global SIB Market for Metal/Alloy-based Materials, by Region, Through 2029
• Table 23 : Global SIB Market for Other Materials, by Region, Through 2029
• Table 24 : Global SIB Market for Electrolyte Materials, by Region, Through 2029
• Table 25 : Global SIB Market for Encapsulation Materials, by Region, Through 2029
• Table 26 : Global SIB Market for Packaging, by Region, Through 2029
• Table 27 : Global SIB Market for Separators, by Region, Through 2029
• Table 28 : Global SIB Market for Other Materials, by Region, Through 2029
• Table 29 : Global SIB Market, by End Use, Through 2029
• Table 30 : Global SIB Market for Grid Level/Battery Storage, by Region, Through 2029
• Table 31 : Global SIB Market for Commercial Power Backup, by Region, Through 2029
• Table 32 : Global SIB Market for Industrial Power Backup, by Region, Through 2029
• Table 33 : Global SIB Market for EVs, by Region, Through 2029
• Table 34 : Global SIB Market for Other End Uses, by Region, Through 2029
• Table 35 : Global SIB Market, by Region, Through 2029
• Table 36 : North American SIB Market, by Product, Through 2029
• Table 37 : North American SIB Market, by Component, Through 2029
• Table 38 : North American SIB Market for Electrodes, by Type, Through 2029
• Table 39 : North American SIB Market for Cathodes, by Type, Through 2029
• Table 40 : North American SIB Market for Anodes, by Type, Through 2029
• Table 41 : North American SIB Market, by End Use, Through 2029
• Table 42 : North American SIB Market, by Country, Through 2029
• Table 43 : Canadian Energy Storage Targets, by Province
• Table 44 : European SIB Market, by Product, Through 2029
• Table 45 : European SIB Market, by Component, Through 2029
• Table 46 : European SIB Market for Electrodes, by Type, Through 2029
• Table 47 : European SIB Market for Cathodes, by Type, Through 2029
• Table 48 : European SIB Market for Anodes, by Type, Through 2029
• Table 49 : European SIB Market, by End Use, Through 2029
• Table 50 : European SIB Market, by Country, Through 2029
• Table 51 : Asia-Pacific SIB Market, by Product, Through 2029
• Table 52 : Asia-Pacific SIB Market, by Component, Through 2029
• Table 53 : Asia-Pacific SIB Market for Electrodes, by Type, Through 2029
• Table 54 : Asia-Pacific SIB Market for Cathodes, by Type, Through 2029
• Table 55 : Asia-Pacific SIB Market for Anodes, by Type, Through 2029
• Table 56 : Asia-Pacific SIB Market, by End Use, Through 2029
• Table 57 : Asia-Pacific SIB Market, by Country, Through 2029
• Table 58 : RoW Market for SIBs, by Product, Through 2029
• Table 59 : RoW Market for SIBs, by Component, Through 2029
• Table 60 : RoW Market for SIB Electrodes, by Type, Through 2029
• Table 61 : RoW Market for SIB Cathodes, by Type, Through 2029
• Table 62 : RoW Market for SIB Anodes, by Type, Through 2029
• Table 63 : RoW Market for SIBs, by End Use, Through 2029
• Table 64 : RoW Market for SIBs, by Sub-Region, Through 2029
• Table 65 : Leading Companies in the Global SIB Market
• Table 66 : Competitive Information on Leading SIB Manufacturers, 2023
• Table 67 : Agreements in the Global SIB Battery Market, 2023 and 2024
• Table 68 : Plant Openings and Expansions, 2023 and 2024
• Table 69 : ESG Risk Ratings, by Company, 2023
• Table 70 : Abbreviations Used in the Report
• Table 71 : Altris AB: Company Snapshot
• Table 72 : Altris AB: Product Portfolio
• Table 73 : Altris AB: News/Key Developments, 2024
• Table 74 : Aquion Energy: Company Snapshot
• Table 75 : Aquion Energy: Product Portfolio
• Table 76 : Contemporary Amperex Technology Co. Ltd.: Company Snapshot
• Table 77 : Contemporary Amperex Technology Co. Ltd.: Financial Performance, FY 2022 and FY 2023
• Table 78 : Contemporary Amperex Technology Co. Ltd.: Product Portfolio
• Table 79 : Contemporary Amperex Technology Co. Ltd.: News/Key Developments, 2024
• Table 80 : Faradion: Company Snapshot
• Table 81 : Faradion: Product Portfolio
• Table 82 : HiNa Battery Technology Co. Ltd.: Company Snapshot
• Table 83 : HiNa Battery Technology Co. Ltd.: Product Portfolio
• Table 84 : Hunan Cube New Energy Technology Co. Ltd.: Company Snapshot
• Table 85 : Hunan Cube New Energy Technology Co. Ltd.: Product Portfolio
• Table 86 : Hunan Cube New Energy Technology Co. Ltd.: News/Key Developments, 2023
• Table 87 : Indi Energy: Company Snapshot
• Table 88 : Indi Energy: Product Portfolio
• Table 89 : Jiangsu Zoolnasm Energy Technology Co. Ltd.: Company Snapshot
• Table 90 : Jiangsu Zoolnasm Energy Technology Co. Ltd.: Product Portfolio
• Table 91 : Jiangsu Zoolnasm Energy Technology Co. Ltd.: News/Key Developments, 2023
• Table 92 : Natron Energy Inc.: Company Snapshot
• Table 93 : Natron Energy Inc.: Product Portfolio
• Table 94 : Natron Energy Inc.: News/Key Developments, 2023
• Table 95 : NEI Corp.: Company Snapshot
• Table 96 : NEI Corp.: Product Portfolio
• Table 97 : NGK Insulators Ltd.: Company Snapshot
• Table 98 : NGK Insulators Ltd.: Financial Performance, FY 2022 and FY 2023
• Table 99 : NGK Insulators Ltd.: Product Portfolio
• Table 100 : Northvolt AB: Company Snapshot
• Table 101 : Northvolt AB: Financial Performance, FY 2022 and FY 2023
• Table 102 : Northvolt AB: Product Portfolio
• Table 103 : Sodion Energy: Company Snapshot
• Table 104 : Sodion Energy: Product Portfolio
• Table 105 : Tiamat: Company Snapshot
• Table 106 : Tiamat: Product Portfolio
• Table 107 : Zhejiang Natrium Energy Co. Ltd.: Company Snapshot
• Table 108 : Zhejiang Natrium Energy Co. Ltd.: Product Portfolio
• Table 109 : Small Players in the Global Sodium-ion Batteries Market

List of Figures

• Summary Figure : Global Market Shares of Sodium-ion Batteries, by Region, 2023
• Figure 1 : Supply Chain for the Global Sodium-ion Battery Market
• Figure 2 : Market Dynamics of Global Sodium-ion Batteries
• Figure 3 : Market Dynamics of Global Sodium-ion Batteries
• Figure 4 : Electric Passenger Car Sales in China, Europe and U.S., 2020-2023
• Figure 5 : Patent Shares of SIBs, by Applicant, 2023-2024
• Figure 6 : Shares of Patents Related to SIBs, by Country, 2023-2024
• Figure 7 : Shares of Global SIB Market, by Product, 2023
• Figure 8 : Shares of Global Market for Sodium-sulfur Batteries, by Region, 2023
• Figure 9 : Shares of Global Market for Sodium-salt (Zebra) Batteries, by Region, 2023
• Figure 10 : Shares of Global Market for Sodium-oxygen (Sodium-air) Batteries, by Region, 2023
• Figure 11 : Shares of Global SIB Component Market, 2023
• Figure 12 : Shares of Global SIB Market for Electrodes, by Region, 2023
• Figure 13 : Shares of Global SIB Market for Electrodes, by Type, 2023
• Figure 14 : Shares of Global SIB Market for Cathodes, by Type, 2023
• Figure 15 : Shares of Global Market for Cathodes, by Region, 2023
• Figure 16 : Shares of Global SIB Market for Inorganic Compounds, by Region, 2023
• Figure 17 : Shares of Global SIB Market for Metal-organic Compounds, by Region, 2023
• Figure 18 : Shares of Global SIB Market for Organic Compounds, by Region, 2023
• Figure 19 : Shares of Global SIB Market for Anodes, by Type, 2023
• Figure 20 : Shares of Global SIB Market for Anodes, by Region, 2023
• Figure 21 : Shares of Global SIB Market for Hard Carbon, by Region, 2023
• Figure 22 : Shares of Global SIB Market for Metal/Alloy-based Materials, by Region, 2023
• Figure 23 : Shares of Global SIB Market for Other Materials, by Region, 2023
• Figure 24 : Shares of Global SIB Market for Electrolyte Materials, by Region, 2023
• Figure 25 : Shares of Global SIB Market for Encapsulation Materials, by Region, 2023
• Figure 26 : Shares of Global SIB Market for Encapsulation Materials, by Region, 2023
• Figure 27 : Shares of Global SIB Market for Separators, by Region, 2023
• Figure 28 : Shares of Global SIB Market for Other Materials, by Region, 2023
• Figure 29 : Shares of Global SIB Market, by End Use, 2023
• Figure 30 : Global Battery Storage Capacity, 2020-2023
• Figure 31 : Shares of Global SIB Market for Grid Level/Battery Storage, by Region, 2023
• Figure 32 : Shares of Global SIB Market for Commercial Power Backup, by Region, 2023
• Figure 33 : Shares of Global SIB Market for Industrial Power Backup, by Region, 2023
• Figure 34 : Shares of Global SIB Market for EVs, by Region, 2023
• Figure 35 : Shares of Global SIB Market for Other End Uses, by Region, 2023
• Figure 36 : Shares of Global SIB Market, by Region, 2023
• Figure 37 : Shares of North American SIB Market, by Product, 2023
• Figure 38 : Shares of North American SIB Market, by Component, 2023
• Figure 39 : Shares of North American SIB Market for Electrodes, by Type, 2023
• Figure 40 : Shares of North American SIB Market for Cathodes, by Type, 2023
• Figure 41 : Shares of North American SIB Market for Anodes, by Type, 2023
• Figure 42 : Shares of North American SIB Market, by End Use, 2023
• Figure 43 : Shares of North American SIB Market, by Country, 2023
• Figure 44 : Shares of European SIB Market, by Product, 2023
• Figure 45 : Shares of European SIB Market, by Component, 2023
• Figure 46 : Shares of European SIB Market for Electrodes, by Type, 2023
• Figure 47 : Shares of European SIB Market for Cathodes, by Type, 2023
• Figure 48 : Shares of European SIB Market for Anodes, by Type, 2023
• Figure 49 : Shares of European SIB Market, by End Use, 2023
• Figure 50 : Shares of European SIB Market, by Country, 2023
• Figure 51 : Shares of Asia-Pacific SIB Market, by Product, 2023
• Figure 52 : Shares of Asia-Pacific SIB Market, by Component, 2023
• Figure 53 : Shares of Asia-Pacific SIB Market for Electrodes, by Type, 2023
• Figure 54 : Shares of Asia-Pacific SIB Market for Cathodes, by Type, 2023
• Figure 55 : Shares of Asia-Pacific SIB Market for Anodes, by Type, 2023
• Figure 56 : Shares of Asia-Pacific SIB Market, by End Use, 2023
• Figure 57 : Shares of Asia-Pacific SIB Market, by Country, 2023
• Figure 58 : Shares of RoW Market for SIBs, by Product, 2023
• Figure 59 : Shares of RoW Market for SIBs, by Component, 2023
• Figure 60 : Shares of RoW Market for SIB Electrodes, by Type, 2023
• Figure 61 : Shares of RoW Market for SIB Cathodes, by Type, 2023
• Figure 62 : Shares of RoW Market for SIB Anodes, by Type, 2023
• Figure 63 : Shares of RoW Market for SIBs, by End Use, 2023
• Figure 64 : Shares of RoW Market for SIBs, by Sub-Region, 2023
• Figure 65 : Research Steps for the Global Sodium-ion Batteries Market
• Figure 66 : Contemporary Amperex Technology Co. Ltd.: Revenue Shares, by Business Unit, FY 2023
• Figure 67 : Contemporary Amperex Technology Co. Ltd.: Revenue Shares, by Country/Region, FY 2023
• Figure 68 : NGK Insulators Ltd.: Revenue Shares, by Business Unit, FY 2023
• Figure 69 : NGK Insulators Ltd.: Revenue Shares, by Region, FY 2023
• Figure 70 : Northvolt AB: Revenue Shares, by Business Unit, FY 2023
• Figure 71 : Northvolt AB: Revenue Shares, by Region, FY 2023

The global market for sodium-ion batteries (SIB) is estimated to increase from $318.0 million in 2023 to reach $838.5 million by 2029, at a compound annual growth rate (CAGR) of 18.6% from 2024 through 2029.

The Asia-Pacific market for sodium-ion batteries is estimated to increase from $214.0 million in 2023 to reach $524.0 million by 2029, at a CAGR of 17.2% from 2024 through 2029.

The North American market for sodium-ion batteries is estimated to increase from $35.9 million in 2023 to reach $119.9 million by 2029, at a CAGR of 23.3% from 2024 through 2029.

Report Scope

The report analyzes the product types of sodium-ion batteries (SIBs), including sodium-sulfur batteries, sodium-salt batteries (zebra batteries), and sodium-oxygen (sodium-air) batteries. Components used in the manufacture of sodium-ion batteries include electrodes, electrolyte materials, encapsulation materials, packaging, separators, and other materials, such as binders, end plates and terminal assemblies. The electrodes include anodes and cathodes. Anodes may consist of hard carbon and metal/alloy-based materials or other materials, such as ceramic and Prussian blue analogs. Cathodes include inorganic compounds, metal-organic compounds, and organic compounds. This study also covers end-uses for the global SIB market, including grid-level/battery storage, electric vehicles (EVs), commercial power backup, industrial power backup, and others, such as residential power backup, military and space, and portable devices.

The report also analyzes market dynamics, emerging technologies and developments, upcoming trends and the competitive landscape, and look at patents related to SIBs. It also includes a chapter of environmental, social and governance (ESG) initiatives and concludes by providing company profiles of the market leaders. The report also includes a regional analysis of North America, Europe, the Asia-Pacific, and the rest of the world (RoW) region, which in this report consists of South America, the Middle East and Africa.

In this report, 2023 is considered as the base year, estimates are provided for 2024, and market values are forecast for five years until 2029. All market values are expressed in $ millions.

Report Includes

• 61 data tables and 49 additional tables
• An analysis of the global markets for sodium-ion batteries, including materials and technologies
• Analyses of global market trends, with market revenue data from 2023, estimates for 2024, forecasts for 2025, and projected CAGRs through 2029
• Estimate of the current market size and revenue prospects of the global market, along with a market share analysis by material type, technology, application, end user, and region
• Facts and figures pertaining to the market dynamics, technological advances, regulations, and the influence of macroeconomic factors driving future demand and innovation
• A Porter's Five Forces analysis, a global supply chain analysis and a SWOT analysis
• Overview of sustainability trends and ESG developments, with emphasis on consumer attitudes, ESG score analysis, and the ESG practices of leading companies
• A look at recent patent grants related to sodium-ion batteries
• Competitive intelligence, including company shares, strategic alliances, M&A activity and venture fundings outlook
• Company profiles of major players within the industry, including Contemporary Amperex Technology Co. Ltd. (CATL), HiNa Battery Technology Co. Ltd., Faradion, Tiamat, and Natron Energy Inc.

Table of Contents

Chapter 1 Executive Summary

• Market Outlook
• Scope of Report
• Market Summary
• Market Dynamics and Growth Factors
• Segmental Analysis
• Regional Insights and Emerging Markets

Chapter 2 Market Overview

• Market Overview and Future Scenarios
• Supply Chain Analysis
• Raw Material Extraction and Processing
• Electrolyte Production
• Separator Manufacturing
• Cell Manufacturing
• Battery Pack Assembly
• End User Application and Integration
• Battery Recycling and Disposal
• Porter's Five Forces Analysis for the SIB Market
• Bargaining Power of Buyers
• Bargaining Power of Suppliers
• Potential for New Entrants to the Market
• Competitiveness in the Industry
• Threat of Substitutes
• Regulatory Framework and Initiatives
• United States
• Europe
• China
• India

Chapter 3 Market Dynamics

• Overview
• Market Drivers
• Need for Cost-Effective Alternative to Lithium-ion Batteries
• SIBs Emerging as Safer Alternatives to Conventional Batteries
• Grid-Level Use of SIBs Interfaces with Renewable Sources of Energy
• Market Restraints
• Limited Cycle Life of Sodium-ion Batteries
• Lower Energy Density than Lithium-ion Batteries
• Market Opportunities
• Growing Use of EVs
• Smart Cities, Smart Buildings, and Smart Infrastructure

Chapter 4 Emerging Technologies and Developments

• Overview
• Emerging Technologies in SIB Development
• Nanotechnology-based Anode and Cathode Materials for SIBs
• Advanced Electrolytes
• Emerging Roles of AI and Machine Learning
• Patent Analysis
• Overview
• Findings

Chapter 5 Market Segmentation Analysis

• Segmentation Breakdown
• Global Sodium-ion Battery Market, by Product
• Sodium-sulfur Batteries
• Sodium-salt Batteries (Zebra Batteries)
• Sodium-oxygen (Sodium-air) Batteries
• Global Sodium-ion Battery Market, by Component
• Electrodes
• Electrolyte Materials
• Encapsulation Materials
• Packaging
• Separators
• Other Materials
• Global SIB Market, by End Use
• Grid Level/Battery Storage
• Commercial Power Backup
• Industrial Power Backup
• EVs
• Other End-use Sectors
• Geographic Breakdown
• Market Breakdown, by Region
• North America
• Europe
• Asia-Pacific
• Rest of the World

Chapter 6 Competitive Intelligence

• Overview
• Market Ranking
• Recent Developments

Chapter 7 Sustainability in the Sodium-ion Batteries Market: An ESG Perspective

• Overview
• Environmental Impact
• Social Impact
• Governance Impact
• Status of ESG in the Global Sodium-ion Battery Industry
• Consumer Attitudes Towards ESG
• Concluding Remarks from BCC

Chapter 8 Appendix

• Methodology
• Research Steps
• References
• Abbreviations
• Company Profiles
• ALTRIS AB
• AQUION ENERGY
• CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD.
• FARADION
• HINA BATTERY TECHNOLOGY CO. LTD.
• HUNAN CUBE NEW ENERGY TECHNOLOGY CO. LTD.
• INDI ENERGY
• JIANGSU ZOOLNASM ENERGY TECHNOLOGY CO. LTD.
• NATRON ENERGY INC.
• NEI CORP.
• NGK INSULATORS LTD.
• NORTHVOLT AB
• SODION ENERGY
• TIAMAT
• ZHEJIANG NATRIUM ENERGY CO. LTD.
• Small Players in the Global Sodium-ion Batteries Market