正極材料の市場規模、シェア、成長分析、材料別、電池タイプ別、最終用途別、地域別 - 産業予測、2025年～2032年

正極材料の世界市場規模は、2023年に278億3,000万米ドルと評価され、2024年の317億3,000万米ドルから2032年までには905億米ドルに成長し、予測期間（2025年～2032年）のCAGRは14.0％で成長する見通しです。

市場力学は、高度な電池技術を利用する電気自動車やコンシューマーエレクトロニクスの需要急増の影響をますます受けています。自動車産業は、クリーンで持続可能な代替燃料への転換を顕著に進めており、電池を重要な電力貯蔵ソリューションとして位置付けています。正極材料、陽極、スペーサー、電解質などの主要部品で構成される電池は、エネルギー効率に不可欠です。正極材料の第一世代から第三世代への進化は、現在進行中の技術革新を浮き彫りにしています。この市場は、スマートフォンやノートパソコンなどの機器全体で、軽量で充電可能な電池の採用が進んでいることを背景に、力強い成長が見込まれています。とはいえ、電池技術を取り巻く安全性への懸念の高まりは、特にEVや再生可能エネルギー貯蔵用途で正極材料の需要が急増する中、市場拡大の課題となっています。

目次

イントロダクション

• 調査の目的
• 調査範囲
• 定義

調査手法

• 情報調達
• 二次と一次データの方法
• 市場規模予測
• 市場の前提条件と制限

エグゼクティブサマリー

• 世界市場の見通し
• 供給と需要の動向分析
• セグメント別機会分析

市場力学と見通し

• 市場概要
• 市場規模
• 市場力学
  • 促進要因と機会
  • 抑制要因と課題
• ポーターの分析

主要な市場の考察

• 主要な成功要因
• 競合の程度
• 主要な投資機会
• 市場エコシステム
• 市場の魅力指数（2024年）
• PESTEL分析
• マクロ経済指標
• バリューチェーン分析
• 価格分析

正極材料市場規模：材料別・CAGR（2025年～2032年）

• 市場概要
• リチウムイオン正極材料
  • リン酸鉄リチウム
  • コバルト酸リチウム
  • リチウムニッケルマンガンコバルト
  • リチウムニッケルコバルトアルミニウム
  • マンガン酸リチウム
• 二酸化鉛正極材料
• その他の正極材料

正極材料市場規模：電池タイプ別・CAGR（2025年～2032年）

• 市場概要
• リチウムイオン
• 鉛蓄電池
• その他

正極材料市場規模：最終用途別・CAGR（2025年～2032年）

• 市場概要
• 自動車
• コンシューマーエレクトロニクス
• 産業
• その他

正極材料市場規模・CAGR（2025年～2032年）

• 北米
  • 米国
  • カナダ
• 欧州
  • ドイツ
  • スペイン
  • フランス
  • 英国
  • イタリア
  • その他欧州地域
• アジア太平洋
  • 中国
  • インド
  • 日本
  • 韓国
  • その他アジア太平洋
• ラテンアメリカ
  • ブラジル
  • その他ラテンアメリカ地域
• 中東・アフリカ
  • GCC諸国
  • 南アフリカ
  • その他中東・アフリカ

競合情報

• 上位5社の比較
• 主要企業の市場ポジショニング（2024年）
• 主な市場企業が採用した戦略
• 最近の市場動向
• 企業の市場シェア分析（2024年）
• 主要企業の企業プロファイル
  • 企業の詳細
  • 製品ポートフォリオ分析
  • 企業のセグメント別シェア分析
  • 収益の前年比比較（2022年～2024年）

主要企業プロファイル

• Umicore（Belgium）
• BASF SE（Germany）
• Johnson Matthey plc（United Kingdom）
• LG Chem Ltd.（South Korea）
• POSCO Chemical Co., Ltd.（South Korea）
• Mitsui Mining & Smelting Co., Ltd.（Japan）
• Sumitomo Metal Mining Co., Ltd.（Japan）
• Toda Kogyo Corp.（Japan）
• Nippon Chemical Industrial Co., Ltd.（Japan）
• Nichia Corporation（Japan）
• Hitachi Chemical Co., Ltd.（Japan）
• Kureha Corporation（Japan）
• 3M Company（United States）
• NEI Corporation（United States）
• Nano One Materials Corp.（Canada）
• Zhejiang Huayou Cobalt Co., Ltd.（China）
• Ganfeng Lithium Co., Ltd.（China）
• Tinci Materials Technology Co., Ltd.（China）
• Xiamen Tungsten Co., Ltd.（China）
• Beijing Easpring Material Technology Co., Ltd.（China）

結論と提言

Global Cathode Materials Market size was valued at USD 27.83 billion in 2023 and is poised to grow from USD 31.73 billion in 2024 to USD 90.5 billion by 2032, growing at a CAGR of 14.0% during the forecast period (2025-2032).

Market dynamics are increasingly influenced by the burgeoning demand for electric vehicles and consumer electronics that utilize advanced battery technology. The automotive sector is notably pivoting towards clean, sustainable fuel alternatives, positioning batteries as vital electricity storage solutions. Comprising key components such as cathode materials, anodes, spacers, and electrolytes, batteries are vital for energy efficiency. The evolution of cathode materials from first to third generation highlights ongoing innovation. This market is poised for robust growth, driven by heightened adoption of lightweight, rechargeable batteries across devices, including smartphones and laptops. Nevertheless, rising safety concerns surrounding battery technology pose challenges to market expansion, particularly as the demand for cathode materials surges in EVs and renewable energy storage applications.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Cathode Materials market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Cathode Materials Market Segments Analysis

Global Cathode Materials Market is segmented by Material, Battery Type, End-Use and region. Based on Material, the market is segmented into Li-Ion Cathode Materials, Lead Dioxide Cathode Materials and Other Cathode Materials. Based on Battery Type, the market is segmented into Lithium-Ion, Lead-Acid and Others. Based on End-Use, the market is segmented into Automotive, Consumer Electronics, Industrial and Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Cathode Materials Market

The worldwide movement towards sustainable transportation is a significant catalyst for the growth of the global cathode materials market. Essential components such as NMC (Nickel Manganese Cobalt) and LFP (Lithium Iron Phosphate) are crucial for the production of high-capacity batteries used in electric vehicles (EVs). As we moved into 2024, major automotive players like Tesla, BYD, and Volkswagen have aggressively expanded their EV offerings, leading to a notable increase in demand for efficient and economically viable cathode materials. For instance, BYD has significantly increased its use of LFP-based batteries, solidifying LFP's leading position in the budget-friendly EV market.

Restraints in the Global Cathode Materials Market

The Global Cathode Materials market faces considerable challenges stemming from the volatility of critical minerals such as cobalt, nickel, and lithium, driven by geopolitical tensions and constrained mining capabilities. In 2024, disruptions in supply from the Democratic Republic of Congo, a key supplier of cobalt, created instability that directly affected the pricing and availability of cobalt-based cathode materials. As a reaction to these challenges, manufacturers have been compelled to consider lower-cobalt or cobalt-free alternatives. However, this shift remains a significant short-term obstacle, hindering progress in the development of reliable and cost-effective cathode materials for various applications.

Market Trends of the Global Cathode Materials Market

The Global Cathode Materials market is witnessing a significant trend towards low-cobalt and cobalt-free chemistries, propelled by rising cost concerns and sustainability priorities. In 2024, companies like CATL are pioneering advanced manganese-based cathodes specifically tailored for commercial electric vehicles (EVs), effectively diminishing reliance on costly cobalt while ensuring competitive energy density. This shift not only fosters market diversification but also aligns with Environmental, Social, and Governance (ESG) goals, making it increasingly appealing to eco-conscious consumers and investors alike. As manufacturers adapt to these trends, the landscape of cathode materials is evolving, promising a more sustainable future for electrification.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2024
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis

Global Cathode Materials Market Size by Material & CAGR (2025-2032)

• Market Overview
• Li-Ion Cathode Materials
  • Lithium Iron Phosphate
  • Lithium Cobalt Oxide
  • Lithium Nickel Manganese Cobalt
  • Lithium Nickel Cobalt Aluminum
  • Lithium Manganese Oxide
• Lead Dioxide Cathode Materials
• Other Cathode Materials

Global Cathode Materials Market Size by Battery Type & CAGR (2025-2032)

• Market Overview
• Lithium-Ion
• Lead-Acid
• Others

Global Cathode Materials Market Size by End-Use & CAGR (2025-2032)

• Market Overview
• Automotive
• Consumer Electronics
• Industrial
• Others

Global Cathode Materials Market Size & CAGR (2025-2032)

• North America (Material, Battery Type, End-Use)
  • US
  • Canada
• Europe (Material, Battery Type, End-Use)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Material, Battery Type, End-Use)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Material, Battery Type, End-Use)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Material, Battery Type, End-Use)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2024
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2024
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2022-2024)

Key Company Profiles

• Umicore (Belgium)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BASF SE (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Johnson Matthey plc (United Kingdom)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• LG Chem Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• POSCO Chemical Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Mitsui Mining & Smelting Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sumitomo Metal Mining Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toda Kogyo Corp. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nippon Chemical Industrial Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nichia Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Hitachi Chemical Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Kureha Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• 3M Company (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NEI Corporation (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nano One Materials Corp. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Zhejiang Huayou Cobalt Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Ganfeng Lithium Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Tinci Materials Technology Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Xiamen Tungsten Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Beijing Easpring Material Technology Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations