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市場調査レポート
商品コード
1786311
ナトリウムイオン電池の世界市場:用途・製品・地域別の分析・予測 (2025-2035年)Sodium-Ion Battery Market - A Global and Regional Analysis: Focus on Application, Product, and Regional Analysis - Analysis and Forecast, 2025-2035 |
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カスタマイズ可能
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ナトリウムイオン電池の世界市場:用途・製品・地域別の分析・予測 (2025-2035年) |
出版日: 2025年08月08日
発行: BIS Research
ページ情報: 英文 234 Pages
納期: 1~5営業日
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ナトリウムイオン電池 (SIB) 市場は、エネルギー貯蔵の分野でリチウムイオン電池に代わる選択肢として世界的に注目を集め続けています。
リチウムの供給量の限界、高価格、環境への影響といった懸念が、特に電力網向けエネルギー貯蔵や短距離輸送において、SIBを有望な選択肢として位置づけています。2023年以降、政府や研究機関による支援は拡大しています。例えば、2024年4月には米国エネルギー省 (DOE) がSIBの製造促進のために1,570万ドルのイニシアチブを発表しました。EUのHorizon Europe (HE) 計画も、よりクリーンなエネルギー技術に関連する研究への資金提供を継続しています。さらに、2025年2月には米国のPacific Northwest National Laboratory (PNNL) が、Sodium-ion Advancement for Grid Energy Storage (SAGES) プロジェクトにおいて、エネルギー密度向上の進展を発表しました。
主要市場統計 | |
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予測期間 | 2025-2035年 |
2025年評価 | 5億90万米ドル |
2035年予測 | 120億3,640万米ドル |
CAGR | 37.43% |
市場概要
SIB市場は、特に分散型および再生可能エネルギーを基盤とした用途において、リチウムイオン技術に代わる信頼性が高く持続可能な選択肢として勢いを増しています。2025年1月には、インドのReliance Industriesが農村部のマイクログリッドにおけるSIBのパイロット導入を発表し、輸入リチウムへの依存を減らしつつ、地域エネルギーシステムを支える技術の可能性を示しました。これは、セル化学の進歩によってエネルギー密度、サイクル寿命、コスト効率が改善される中、SIBに対する産業界の関心が高まっているというより大きな潮流を反映しています。サプライチェーンの整備や性能の最適化といった課題は残るものの、進行中の研究開発やパイロットプロジェクトがSIBの商業化を加速させています。手頃で安全かつスケーラブルなエネルギー貯蔵ソリューションへの需要が高まる中、SIBは世界的なエネルギー転換においてますます重要な役割を果たすと期待されています。
用途別では、大規模定置型エネルギー貯蔵が市場を牽引
SIBは、その手頃な価格、安全性、ナトリウムのような豊富な資源を利用する点から、大規模定置型エネルギー貯蔵市場で強い勢いを得ています。リチウム価格の変動が続き、サプライチェーンが地政学的・環境的制約に直面する中で、SIBはリチウムイオンシステムに代わる戦略的選択肢としてますます注目されています。技術の進歩によりSIBの性能は大幅に向上し、電力網レベルでの利用に十分耐えうるものとなっています。2025年3月には、BYDがリン酸鉄リチウム (LFP) 電池とのコスト同等性達成を目指し、SIBの生産ラインへの投資を行うことを確認しました。
市場の分類
セグメンテーション1:用途別
セグメンテーション2:製品タイプ別
セグメンテーション3:フォームファクター別
セグメンテーション4:システム/パックレベル電圧別
セグメンテーション5:地域別
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、主要動向、市場影響因子の分析、法規制環境、技術・特許の分析、市場規模の推移・予測、各種区分・地域/主要国別の詳細分析、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。
範囲と定義
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Introduction of Sodium-Ion Battery Market
The sodium-ion battery market has been steadily gaining attention as the world explores alternatives to lithium-ion (Li-ion) for energy storage. Concerns about lithium's limited availability, high cost, and environmental impact have positioned sodium-ion batteries as a promising option, particularly for grid energy storage and short-distance transport. Since 2023, government and research support has grown. For instance, in April 2024, the U.S. Department of Energy (DOE) announced a $15.7 million initiative to advance the manufacturing of sodium-ion batteries. The European Union's (EU) Horizon Europe (HE) program continues to fund research related to cleaner energy technologies. In February 2025, the Pacific Northwest National Laboratory (PNNL) highlighted progress in improving energy density under the Sodium-ion Advancement for Grid Energy Storage (SAGES) project.
KEY MARKET STATISTICS | |
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Forecast Period | 2025 - 2035 |
2025 Evaluation | $500.9 Million |
2035 Forecast | $12,036.4 Million |
CAGR | 37.43% |
Market Introduction
The sodium-ion battery (SIB) market has been gaining momentum as a reliable and sustainable alternative to lithium-ion technology, particularly for decentralized and renewable-based energy applications. In January 2025, Reliance Industries in India announced pilot deployments of SIBs in rural microgrids, showcasing the technology's potential to support localized energy systems while reducing reliance on imported lithium. This reflects a broader trend of growing industrial interest in SIBs as advancements in cell chemistry continue to improve energy density, cycle life, and cost-effectiveness. Although challenges remain in terms of supply chain development and performance optimization, ongoing R&D efforts and pilot projects have been accelerating the commercialization of SIBs. As demand for affordable, safe, and scalable energy storage solutions rises, sodium-ion batteries are expected to play an increasingly important role in the global energy transition.
Industrial Impact
The sodium-ion battery market has been experiencing steady growth, driven by increasing demand for safe, cost-effective, and sustainable energy storage solutions. With increasing pressure to diversify beyond lithium-based technologies, sodium-ion batteries offer a compelling alternative due to their reliance on abundant raw materials and lower production costs. Advances in electrode materials and battery design are improving energy density, cycle life, and charging performance, making these batteries increasingly suitable for applications such as grid storage, microgrids, and electric mobility. The market is further supported by growing investments from battery manufacturers and national initiatives aimed at strengthening energy security and supply chain resilience. As efforts to decarbonize energy systems accelerate globally, the sodium-ion battery market is expected to expand significantly, playing a crucial role in supporting the integration of renewable energy and broadening access to clean energy.
Market Segmentation:
Segmentation 1: by Application
Large Scale Stationary Energy Storage to Lead the Market (by Application)
Sodium-ion batteries have been gaining strong momentum in the large-scale stationary energy storage market due to their affordability, safety, and use of abundant materials such as sodium. They are increasingly seen as a strategic alternative to lithium-ion systems, particularly as lithium prices remain volatile and supply chains face geopolitical and environmental constraints. Technological advancements have significantly improved sodium-ion battery performance, making them viable for grid-level applications. In March 2025, BYD confirmed investments in sodium-ion production lines aimed at achieving cost parity with lithium-iron-phosphate (LFP) batteries.
Segmentation 2: by Product Type
Segmentation 3: by Form Factor
Segmentation 4: by System/Pack-Level Voltage
Segmentation 5: by Region
Recent Developments in the Sodium-Ion Battery Market
How can this report add value to an organization?
Product/Innovation Strategy: This report provides a detailed analysis of the sodium-ion battery market segmented by product type, form factor, and system/pack-level voltage. It covers various battery types, including non-aqueous, aqueous, and solid-state sodium-ion batteries, offering insights into their evolving chemistries and technical advantages. Additionally, the form factor segmentation, i.e., prismatic, cylindrical, and pouch, helps stakeholders understand design trends based on application-specific requirements. The voltage-level analysis (low, medium, and high voltage systems) adds further granularity for organizations developing energy storage solutions across diverse use cases. The report helps product teams identify innovation opportunities and adapt their strategies to meet performance, integration, and cost-efficiency demands.
Growth/Marketing Strategy: The sodium-ion battery market has been rapidly evolving, with major players engaging in capacity expansion, strategic alliances, and pilot deployments to strengthen their market position. This report tracks those developments and provides insights into how key companies are entering or expanding in application segments such as automotive, electronics, large-scale stationary energy storage, industrial use, and others. It supports marketing teams in identifying high-growth sectors, aligning value propositions with end-user expectations, and crafting targeted go-to-market strategies based on regional dynamics and technological readiness.
Competitive Strategy: A thorough competitive landscape is provided, profiling leading players based on their product offerings, innovation pipelines, partnerships, and expansion plans. Competitive benchmarking enables readers to evaluate how companies are positioned across product types and application areas.
Research Methodology
Data Sources
Primary Data Sources
The primary sources involve industry experts from the sodium-ion battery market and various stakeholders in the ecosystem. Respondents, including CEOs, vice presidents, marketing directors, and technology and innovation directors, have been interviewed to gather and verify both qualitative and quantitative aspects of this research study.
The key data points taken from primary sources include:
Secondary Data Sources
This research study involves the usage of extensive secondary research, directories, company websites, and annual reports. It also makes use of databases, such as Hoovers, Bloomberg, Businessweek, and Factiva, to collect useful and effective information for an extensive, technical, market-oriented, and commercial study of the global market. In addition to core data sources, the study referenced insights from reputable organizations and websites such as the International Energy Agency (IEA), World Economic Forum (WEF), International Organization of Motor Vehicle Manufacturers (OICA), and the European Automobile Manufacturers' Association (ACEA) to understand trends in energy storage, mobility, and sustainability impacting sodium-ion battery adoption.
Secondary research was done to obtain crucial information about the industry's value chain, revenue models, the market's monetary chain, the total pool of key players, and the current and potential use cases and applications.
The key data points taken from secondary research include:
Data Triangulation
This research study utilizes extensive secondary sources, including certified publications, articles by recognized authors, white papers, company annual reports, directories, and major databases, to collect useful and effective information for a comprehensive, technical, market-oriented, and commercial study of the sodium-ion battery market.
The process of market engineering involves the calculation of the market statistics, market size estimation, market forecast, market crackdown, and data triangulation (the methodology for such quantitative data processes has been explained in further sections). A primary research study has been undertaken to gather information and validate market numbers for segmentation types and industry trends among key players in the market.
Key Market Players and Competition Synopsis
The sodium-ion battery (SIB) market has been witnessing strong momentum, with significant deployments and technological advancements. In July 2024, China's state-owned Datang Group connected a 50?MW/100?MWh SIB energy storage system in Qianjiang, underscoring the technology's readiness for grid-scale use. In May 2025, China Southern Power Grid commissioned a 200?MW hybrid storage station in Yunnan, combining SIB and lithium-ion batteries to stabilize output from over 30 wind and solar plants. These projects, supported by government initiatives, demonstrate the value of SIBs in multi-hour renewable energy buffering, driving greater investor confidence and adoption.
On the manufacturing front, the market is shifting rapidly from prototype to large-scale production. In late 2023, Farasis Energy launched commercial SIB packs, achieving energy densities of 140-160 Wh/kg. In early 2024, BYD and its partners began constructing a 30 GWh/year SIB facility. Meanwhile, in early 2025, Yadea introduced electric scooters powered by SIBs, offering over 1,500 cycles and fast charging capabilities. These developments reflect a rising demand across both the mobility and stationary storage sectors, prompting manufacturers to scale up their operations and enhance battery performance to meet evolving market needs.
Some prominent names established in this market are:
Scope and Definition