車載リチウムイオン電池用正極材料の世界市場：市場規模・シェア分析 - 動向、促進要因、競合情勢、予測 (2024～2030年)

市場概要

世界の車載リチウムイオン電池用正極材料産業は、2023年に23億330万米ドルと評価され、予測期間中にCAGR 7.6%で推移し、10年後には38億1,860万米ドルに達すると予測されています。

各社が1kWh当たりのバッテリー価格を着実に引き下げており、エネルギー貯蔵市場が成長を迎える中、その普及予測は電気自動車の拡大によるところが大きいです。

世界の電気自動車の利用率の大幅な増加は、最も支配的な要因であり、この種の自動車のバリューチェーンにプラスの影響を与え、長期的には電気自動車用バッテリーの消費者需要を増加させると予想されます。また、環境保護への意識が高まるにつれ、特にオゾン層が常に破壊され続けているため、電気自動車の販売は世界中で人気を集めています。

主な洞察

2023年、リン酸第二鉄リチウムの業界シェア (金額・数量ベース) は35%でした。

このカテゴリーは他の材料に比べてエネルギー密度が高く、自己発熱が少なく、また低コストであるため、電気自動車用リチウムイオン電池に広く受け入れられると予測されています。

リチウム-ニッケル-コバルト-酸化アルミニウム (NCA) カテゴリーは、予測期間中にCAGR 8.2%で急成長しています。NCA電池は高度なエネルギー密度と急速充電能力を提供します。

2023年には、乗用車カテゴリーが50%の所得シェアを占め、このカテゴリーが最も急成長すると予測されています。その理由として、中国や米国などの主要自動車販売国における政府の措置などが挙げられます。また、充電1回あたりの航続距離が長い完全電気乗用車へのニーズが高まっています。

バッテリー電気自動車 (BEV) のカテゴリーは2023年に55%の売上シェアを占め、最も急成長しています。BEV用バッテリーのエネルギー伝送容量は、平均してHEVやPHEVのそれよりも高くなっています。

2023年には、アジア太平洋地域が45%の収益シェアで業界をリードし、予測期間中も優位を保つと予測されています。特に、中国は巨大なEVの生産・販売台数に牽引されて、APACの業界シェアの50%以上を占めています。

ラテンアメリカは最も急速に発展している地域産業であり、2024年から2030年までのCAGRは8.0%です。この発展は、ブラジルやメキシコなどの国々で電気自動車に対するニーズが高まっているためです。

当レポートでは、世界の車載リチウムイオン電池用正極材料の市場について分析し、市場の基本構造・最新情勢や主な促進・抑制要因、世界全体および地域別・主要国の市場規模の動向見通し (数量・金額ベース、2017～2030年)、種類別・車種別・車両技術別の詳細動向、現在の市場競合の状況、主要企業のプロファイルなどを調査しております。

目次

第1章 調査範囲

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 市場指標

第5章 業界の展望

• 市場力学
  • 動向
  • 促進要因
  • 抑制要因/課題
  • 促進要因/抑制要因の影響分析
• 新型コロナウイルス感染症 (COVID-19) の影響
• ポーターのファイブフォース分析

第6章 世界市場

• 概要
• 市場規模：種類別 (2017～2030年)
• 市場収益：種類別 (2017～2030年)
• 市場規模：車種別 (2017～2030年)
• 市場収益：車種別 (2017～2030年)
• 市場規模：車両技術別 (2017～2030年)
• 市場収益：車両技術別 (2017～2030年)
• 市場規模：地域別 (2017～2030年)
• 市場収益：地域別 (2017～2030年)

第7章 北米市場

• 概要
• 市場規模：種類別 (2017～2030年)
• 市場収益：種類別 (2017～2030年)
• 市場規模：車種別 (2017～2030年)
• 市場収益：車種別 (2017～2030年)
• 市場規模：車両技術別 (2017～2030年)
• 市場収益：車両技術別 (2017～2030年)
• 市場規模：国別 (2017～2030年)
• 市場収益：国別 (2017～2030年)

第8章 欧州市場

第9章 アジア太平洋市場

第10章 ラテンアメリカ市場

第11章 中東・アフリカ市場

第12章 米国市場

• 概要
• 市場規模：種類別 (2017～2030年)
• 市場収益：種類別 (2017～2030年)
• 市場規模：車種別 (2017～2030年)
• 市場収益：車種別 (2017～2030年)
• 市場規模：車両技術別 (2017～2030年)
• 市場収益：車両技術別 (2017～2030年)

第13章 カナダ市場

第14章 ドイツ市場

第15章 フランス市場

第16章 英国市場

第17章 イタリア市場

第18章 スペイン市場

第19章 日本市場

第20章 中国市場

第21章 インド市場

第22章 オーストラリア市場

第23章 韓国市場

第24章 ブラジル市場

第25章 メキシコ市場

第26章 サウジアラビア市場

第27章 南アフリカ市場

第28章 アラブ首長国連邦 (UAE) 市場

第29章 競合情勢

• 市場参入企業とその提供品目の一覧
• 主要企業の競合ベンチマーク
• 主要企業の製品ベンチマーク
• 最近の戦略的展開

第30章 企業プロファイル

• Umicore
• NEI Corporation
• BASF SE
• Mitsubishi Chemical Holdings Corporation
• Hitachi Chemical Company Limited
• Nichia Corporation
• Panasonic Corporation
• 3M Co
• Johnson Matthey PLC
• L&F Company Limited
• POSCO FUTURE M Co Ltd.

第31章 付録

Market Overview

In 2023, the worldwide cathode material for automotive lithium-ion battery industry was valued at 2,303.3 million in, the market is projected to advance at a CAGR of 7.6% over the forecast period, to attain 3,818.6 million by the end of the decade.

The forecast of its spread is largely going to depend on expansion in electric vehicles, as companies are steadily decreasing battery prices per kWh, and the energy storage market is facing growth.

The significant increase in the utilization of electric vehicles worldwide is the most dominant factor out there, which is expected to impact positively the value chain of these types of vehicles and in the long run, increase consumer demand for electric vehicle batteries. As we continue to become more conscious of environmental protection, especially due to a constantly wiping ozone layer, electric vehicle sales become a growing popular way around the world.

As of now the division of greenhouse gases by vehicles contributes to 43% of the total amount of CO2 emitted worldwide. More pollution from ICE vehicles and respiratory problems are of great concern to governmental institutions, so they take amending measures in this regard. The issue of air pollution in greenhouse gases from urban cars has provoked governments to create tough environmental regulations.

The global community is coming to terms with the hazardous emissions caused by fuel-based transportation. Consequently, the governments are introducing fuel-saving schemes. With their non-emission features, electric vehicles are a marvelous solution to thwart the burden that pollution exerts on the environment.

Key Insights

In 2023, the lithium-ferro phosphate category had a 35% industry share, both in value and size.

Supremacy because of advanced energy density and lesser self-heating rate in comparison to other materials.

The category is projected to witness greater acceptance of electric vehicle lithium-ion batteries because of low cost.

Lithium-nickel-cobalt-aluminum oxide (NCA) category is rapidly growing with an 8.2% CAGR during the projection period.

NCA batteries provide advanced energy density and quicker charging abilities.

In 2023, the passenger car category had a 50% income share and the category is also projected to witness the fastest growth.

The leading position is driven by government steps in major auto-selling nations such as China and the U.S.

Increasing need for fully electric passenger cars with high range per charge features.

Substantial monetary incentives are provided to EV makers and end users to fuel adoption.

The battery electric vehicle category held a 55% revenue share in 2023 and is the fastest-growing.

Lithium-ion battery a major contributor to BEV dominance due to their high integration rate.

On average, the energy-carrying capacity of BEV (Battery Electric Vehicles) batteries is higher than those of HEVs and PHEVs.

In 2023, the APAC region led the cathode material industry with a 45% revenue share, projected to continue dominating over the projection period.

Primarily propelled by high production and sales of EVs in China, contributing to more than 50% of APAC's industry share.

Chinese industry is projected to stay the largest worldwide for automotive lithium-ion batteries.

LATAM is the fastest developing regional industry, with a CAGR of 8.0% from 2024 to 2030.

This development can be credited to the growing need for electric cars in nations such as Brazil and Mexico.

Table of Contents

Chapter 1. Research Scope

• 1.1. Research Objectives
• 1.2. Market Definition
• 1.3. Analysis Period
• 1.4. Market Size Breakdown by Segments
  • 1.4.1. Market size breakdown, by type
  • 1.4.2. Market size breakdown, by vehicle type
  • 1.4.3. Market size breakdown, by vehicle technology
  • 1.4.4. Market size breakdown, by region
  • 1.4.5. Market size breakdown, by country
• 1.5. Market Data Reporting Unit
  • 1.5.1. Volume
  • 1.5.2. Value
• 1.6. Key Stakeholders

Chapter 2. Research Methodology

• 2.1. Secondary Research
  • 2.1.1. Paid
  • 2.1.2. Unpaid
  • 2.1.3. P&S Intelligence database
• 2.2. Primary Research
• 2.3. Market Size Estimation
• 2.4. Data Triangulation
• 2.5. Currency Conversion Rates
• 2.6. Assumptions for the Study
• 2.7. Notes and Caveats

Chapter 3. Executive Summary

Chapter 4. Market Indicators

Chapter 5. Industry Outlook

• 5.1. Market Dynamics
  • 5.1.1. Trends
  • 5.1.2. Drivers
  • 5.1.3. Restraints/challenges
  • 5.1.4. Impact analysis of drivers/restraints
• 5.2. Impact of COVID-19
• 5.3. Porter's Five Forces Analysis
  • 5.3.1. Bargaining power of buyers
  • 5.3.2. Bargaining power of suppliers
  • 5.3.3. Threat of new entrants
  • 5.3.4. Intensity of rivalry
  • 5.3.5. Threat of substitutes

Chapter 6. Global Market

• 6.1. Overview
• 6.2. Market Volume, by Type (2017-2030)
• 6.3. Market Revenue, by Type (2017-2030)
• 6.4. Market Volume, by Vehicle Type (2017-2030)
• 6.5. Market Revenue, by Vehicle Type (2017-2030)
• 6.6. Market Volume, by Vehicle Technology (2017-2030)
• 6.7. Market Revenue, by Vehicle Technology (2017-2030)
• 6.8. Market Volume, by Region (2017-2030)
• 6.9. Market Revenue, by Region (2017-2030)

Chapter 7. North America Market

• 7.1. Overview
• 7.2. Market Volume, by Type (2017-2030)
• 7.3. Market Revenue, by Type (2017-2030)
• 7.4. Market Volume, by Vehicle Type (2017-2030)
• 7.5. Market Revenue, by Vehicle Type (2017-2030)
• 7.6. Market Volume, by Vehicle Technology (2017-2030)
• 7.7. Market Revenue, by Vehicle Technology (2017-2030)
• 7.8. Market Volume, by Country (2017-2030)
• 7.9. Market Revenue, by Country (2017-2030)

Chapter 8. Europe Market

• 8.1. Overview
• 8.2. Market Volume, by Type (2017-2030)
• 8.3. Market Revenue, by Type (2017-2030)
• 8.4. Market Volume, by Vehicle Type (2017-2030)
• 8.5. Market Revenue, by Vehicle Type (2017-2030)
• 8.6. Market Volume, by Vehicle Technology (2017-2030)
• 8.7. Market Revenue, by Vehicle Technology (2017-2030)
• 8.8. Market Volume, by Country (2017-2030)
• 8.9. Market Revenue, by Country (2017-2030)

Chapter 9. APAC Market

• 9.1. Overview
• 9.2. Market Volume, by Type (2017-2030)
• 9.3. Market Revenue, by Type (2017-2030)
• 9.4. Market Volume, by Vehicle Type (2017-2030)
• 9.5. Market Revenue, by Vehicle Type (2017-2030)
• 9.6. Market Volume, by Vehicle Technology (2017-2030)
• 9.7. Market Revenue, by Vehicle Technology (2017-2030)
• 9.8. Market Volume, by Country (2017-2030)
• 9.9. Market Revenue, by Country (2017-2030)

Chapter 10. LATAM Market

• 10.1. Overview
• 10.2. Market Volume, by Type (2017-2030)
• 10.3. Market Revenue, by Type (2017-2030)
• 10.4. Market Volume, by Vehicle Type (2017-2030)
• 10.5. Market Revenue, by Vehicle Type (2017-2030)
• 10.6. Market Volume, by Vehicle Technology (2017-2030)
• 10.7. Market Revenue, by Vehicle Technology (2017-2030)
• 10.8. Market Volume, by Country (2017-2030)
• 10.9. Market Revenue, by Country (2017-2030)

Chapter 11. MEA Market

• 11.1. Overview
• 11.2. Market Volume, by Type (2017-2030)
• 11.3. Market Revenue, by Type (2017-2030)
• 11.4. Market Volume, by Vehicle Type (2017-2030)
• 11.5. Market Revenue, by Vehicle Type (2017-2030)
• 11.6. Market Volume, by Vehicle Technology (2017-2030)
• 11.7. Market Revenue, by Vehicle Technology (2017-2030)
• 11.8. Market Volume, by Country (2017-2030)
• 11.9. Market Revenue, by Country (2017-2030)

Chapter 12. U.S. Market

• 12.1. Overview
• 12.2. Market Volume, by Type (2017-2030)
• 12.3. Market Revenue, by Type (2017-2030)
• 12.4. Market Volume, by Vehicle Type (2017-2030)
• 12.5. Market Revenue, by Vehicle Type (2017-2030)
• 12.6. Market Volume, by Vehicle Technology (2017-2030)
• 12.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 13. Canada Market

• 13.1. Overview
• 13.2. Market Volume, by Type (2017-2030)
• 13.3. Market Revenue, by Type (2017-2030)
• 13.4. Market Volume, by Vehicle Type (2017-2030)
• 13.5. Market Revenue, by Vehicle Type (2017-2030)
• 13.6. Market Volume, by Vehicle Technology (2017-2030)
• 13.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 14. Germany Market

• 14.1. Overview
• 14.2. Market Volume, by Type (2017-2030)
• 14.3. Market Revenue, by Type (2017-2030)
• 14.4. Market Volume, by Vehicle Type (2017-2030)
• 14.5. Market Revenue, by Vehicle Type (2017-2030)
• 14.6. Market Volume, by Vehicle Technology (2017-2030)
• 14.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 15. France Market

• 15.1. Overview
• 15.2. Market Volume, by Type (2017-2030)
• 15.3. Market Revenue, by Type (2017-2030)
• 15.4. Market Volume, by Vehicle Type (2017-2030)
• 15.5. Market Revenue, by Vehicle Type (2017-2030)
• 15.6. Market Volume, by Vehicle Technology (2017-2030)
• 15.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 16. U.K. Market

• 16.1. Overview
• 16.2. Market Volume, by Type (2017-2030)
• 16.3. Market Revenue, by Type (2017-2030)
• 16.4. Market Volume, by Vehicle Type (2017-2030)
• 16.5. Market Revenue, by Vehicle Type (2017-2030)
• 16.6. Market Volume, by Vehicle Technology (2017-2030)
• 16.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 17. Italy Market

• 17.1. Overview
• 17.2. Market Volume, by Type (2017-2030)
• 17.3. Market Revenue, by Type (2017-2030)
• 17.4. Market Volume, by Vehicle Type (2017-2030)
• 17.5. Market Revenue, by Vehicle Type (2017-2030)
• 17.6. Market Volume, by Vehicle Technology (2017-2030)
• 17.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 18. Spain Market

• 18.1. Overview
• 18.2. Market Volume, by Type (2017-2030)
• 18.3. Market Revenue, by Type (2017-2030)
• 18.4. Market Volume, by Vehicle Type (2017-2030)
• 18.5. Market Revenue, by Vehicle Type (2017-2030)
• 18.6. Market Volume, by Vehicle Technology (2017-2030)
• 18.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 19. Japan Market

• 19.1. Overview
• 19.2. Market Volume, by Type (2017-2030)
• 19.3. Market Revenue, by Type (2017-2030)
• 19.4. Market Volume, by Vehicle Type (2017-2030)
• 19.5. Market Revenue, by Vehicle Type (2017-2030)
• 19.6. Market Volume, by Vehicle Technology (2017-2030)
• 19.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 20. China Market

• 20.1. Overview
• 20.2. Market Volume, by Type (2017-2030)
• 20.3. Market Revenue, by Type (2017-2030)
• 20.4. Market Volume, by Vehicle Type (2017-2030)
• 20.5. Market Revenue, by Vehicle Type (2017-2030)
• 20.6. Market Volume, by Vehicle Technology (2017-2030)
• 20.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 21. India Market

• 21.1. Overview
• 21.2. Market Volume, by Type (2017-2030)
• 21.3. Market Revenue, by Type (2017-2030)
• 21.4. Market Volume, by Vehicle Type (2017-2030)
• 21.5. Market Revenue, by Vehicle Type (2017-2030)
• 21.6. Market Volume, by Vehicle Technology (2017-2030)
• 21.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 22. Australia Market

• 22.1. Overview
• 22.2. Market Volume, by Type (2017-2030)
• 22.3. Market Revenue, by Type (2017-2030)
• 22.4. Market Volume, by Vehicle Type (2017-2030)
• 22.5. Market Revenue, by Vehicle Type (2017-2030)
• 22.6. Market Volume, by Vehicle Technology (2017-2030)
• 22.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 23. South Korea Market

• 23.1. Overview
• 23.2. Market Volume, by Type (2017-2030)
• 23.3. Market Revenue, by Type (2017-2030)
• 23.4. Market Volume, by Vehicle Type (2017-2030)
• 23.5. Market Revenue, by Vehicle Type (2017-2030)
• 23.6. Market Volume, by Vehicle Technology (2017-2030)
• 23.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 24. Brazil Market

• 24.1. Overview
• 24.2. Market Volume, by Type (2017-2030)
• 24.3. Market Revenue, by Type (2017-2030)
• 24.4. Market Volume, by Vehicle Type (2017-2030)
• 24.5. Market Revenue, by Vehicle Type (2017-2030)
• 24.6. Market Volume, by Vehicle Technology (2017-2030)
• 24.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 25. Mexico Market

• 25.1. Overview
• 25.2. Market Volume, by Type (2017-2030)
• 25.3. Market Revenue, by Type (2017-2030)
• 25.4. Market Volume, by Vehicle Type (2017-2030)
• 25.5. Market Revenue, by Vehicle Type (2017-2030)
• 25.6. Market Volume, by Vehicle Technology (2017-2030)
• 25.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 26. Saudi Arabia Market

• 26.1. Overview
• 26.2. Market Volume, by Type (2017-2030)
• 26.3. Market Revenue, by Type (2017-2030)
• 26.4. Market Volume, by Vehicle Type (2017-2030)
• 26.5. Market Revenue, by Vehicle Type (2017-2030)
• 26.6. Market Volume, by Vehicle Technology (2017-2030)
• 26.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 27. South Africa Market

• 27.1. Overview
• 27.2. Market Volume, by Type (2017-2030)
• 27.3. Market Revenue, by Type (2017-2030)
• 27.4. Market Volume, by Vehicle Type (2017-2030)
• 27.5. Market Revenue, by Vehicle Type (2017-2030)
• 27.6. Market Volume, by Vehicle Technology (2017-2030)
• 27.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 28. U.A.E. Market

• 28.1. Overview
• 28.2. Market Volume, by Type (2017-2030)
• 28.3. Market Revenue, by Type (2017-2030)
• 28.4. Market Volume, by Vehicle Type (2017-2030)
• 28.5. Market Revenue, by Vehicle Type (2017-2030)
• 28.6. Market Volume, by Vehicle Technology (2017-2030)
• 28.7. Market Revenue, by Vehicle Technology (2017-2030)

Chapter 29. Competitive Landscape

• 29.1. List of Market Players and their Offerings
• 29.2. Competitive Benchmarking of Key Players
• 29.3. Product Benchmarking of Key Players
• 29.4. Recent Strategic Developments

Chapter 30. Company Profiles

• 30.1. Umicore
  • 30.1.1. Business overview
  • 30.1.2. Product and service offerings
  • 30.1.3. Key financial summary
• 30.2. NEI Corporation
  • 30.2.1. Business overview
  • 30.2.2. Product and service offerings
  • 30.2.3. Key financial summary
• 30.3. BASF SE
  • 30.3.1. Business overview
  • 30.3.2. Product and service offerings
  • 30.3.3. Key financial summary
• 30.4. Mitsubishi Chemical Holdings Corporation
  • 30.4.1. Business overview
  • 30.4.2. Product and service offerings
  • 30.4.3. Key financial summary
• 30.5. Hitachi Chemical Company Limited
  • 30.5.1. Business overview
  • 30.5.2. Product and service offerings
  • 30.5.3. Key financial summary
• 30.6. Nichia Corporation
  • 30.6.1. Business overview
  • 30.6.2. Product and service offerings
  • 30.6.3. Key financial summary
• 30.7. Panasonic Corporation
  • 30.7.1. Business overview
  • 30.7.2. Product and service offerings
  • 30.7.3. Key financial summary
• 30.8. 3M Co
  • 30.8.1. Business overview
  • 30.8.2. Product and service offerings
  • 30.8.3. Key financial summary
• 30.9. Johnson Matthey PLC
  • 30.9.1. Business overview
  • 30.9.2. Product and service offerings
  • 30.9.3. Key financial summary
• 30.10. L&F Company Limited
  • 30.10.1. Business overview
  • 30.10.2. Product and service offerings
  • 30.10.3. Key financial summary
• 30.11. POSCO FUTURE M Co Ltd.
  • 30.11.1. Business overview
  • 30.11.2. Product and service offerings
  • 30.11.3. Key financial summary

Chapter 31. Appendix

• 31.1. Abbreviations
• 31.2. Sources and References
• 31.3. Related Reports