リチウム硫黄電池市場規模、シェア、成長分析、コンポーネント別、タイプ別、容量別、用途別、地域別 - 産業予測 2025年～2032年

リチウム硫黄電池の世界市場規模は2023年に17億米ドルと評価され、2024年の21億6,000万米ドルから2032年には149億2,000万米ドルに成長し、予測期間（2025-2032年）のCAGRは27.3％で成長する見通しです。

リチウム硫黄電池市場は、従来のリチウムイオン電池に比べてエネルギー密度が高く、重量が軽く、コストが低いため、大きく拡大しています。これらの利点は、エネルギー効率と軽量化の必要性によって、電気自動車、航空宇宙、再生可能エネルギー貯蔵などの分野でますます魅力的になっています。リチウム硫黄電池はエコロジカルフットプリントが小さく、コバルトやレアアース材料への依存度が低いため、持続可能性と環境に優しいソリューションが重視されるようになり、市場の潜在力がさらに高まっています。さらに、倫理的な調達とサプライチェーンの課題に対する意識の高まりが、持続可能性を高めるためにこれらの電池を採用することをメーカーに促しています。継続的な技術の進歩、共同研究努力、政府の支援イニシアティブが、既存の課題に取り組み、リチウム硫黄電池の幅広い応用を促進すると予想されます。

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

主な市場の考察

• 重要成功要因
• 競合の程度
• 主な投資機会
• 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

リチウム硫黄電池市場規模：コンポーネント別& CAGR（2025-2032）

• 市場概要
• 陰極
• アノード
• 電解質
• その他のコンポーネント

リチウム硫黄電池市場規模：タイプ別& CAGR（2025-2032）

• 市場概要
• 液体
• 半固体
• 個体

リチウム硫黄電池市場規模：容量別& CAGR（2025-2032）

• 市場概要
• 500mAh以下
• 501mAh～1,000mAh
• 1,000mAh以上

リチウム硫黄電池市場規模：用途別& CAGR（2025-2032）

• 市場概要
• 航空宇宙
• 自動車・輸送
• 家電
• 電力
• 医療

リチウム硫黄電池市場規模：地域別& CAGR（2025-2032）

• 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
• アジア太平洋地域
  • 中国
  • インド
  • 日本
  • 韓国
  • その他アジア太平洋地域
• 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（2022-2024年）

主要企業プロファイル

• LG Energy Solution（South Korea）
• Samsung SDI（South Korea）
• Panasonic Corporation（Japan）
• Solid Power（United States）
• Amprius Technologies（United States）
• Sion Power Corporation（United States）
• A123 Systems LLC（United States）
• EnerSys（United States）
• GS Yuasa Corporation（Japan）
• Saft Groupe S.A.（France）
• BYD Company Ltd.（China）
• Ganfeng Lithium Co., Ltd.（China）
• Albemarle Corporation（United States）
• POSCO Future M Co., Ltd.（South Korea）
• Tinci Materials Technology Co., Ltd.（China）
• NGK Insulators, Ltd.（Japan）
• Hitachi Chemical Co., Ltd.（Japan）
• Johnson Matthey Plc（United Kingdom）
• Mitsubishi Electric Corporation（Japan）
• Exide Technologies（United States）

結論と提言

Global Lithium Sulfur Battery Market size was valued at USD 1.7 billion in 2023 and is poised to grow from USD 2.16 billion in 2024 to USD 14.92 billion by 2032, growing at a CAGR of 27.3% during the forecast period (2025-2032).

The lithium-sulfur battery market is witnessing significant expansion due to its superior energy density, reduced weight, and lower costs compared to traditional lithium-ion batteries. These advantages are increasingly appealing to sectors such as electric vehicles, aerospace, and renewable energy storage, driven by the need for energy efficiency and weight reduction. The growing emphasis on sustainability and environmentally friendly solutions further boosts market potential, as lithium-sulfur batteries present a smaller ecological footprint and reduce reliance on cobalt and rare-earth materials. Additionally, heightened awareness regarding ethical sourcing and supply chain challenges encourages manufacturers to adopt these batteries to enhance sustainability. Ongoing technological advancements, collaborative research efforts, and supportive government initiatives are anticipated to tackle existing challenges and facilitate broader application of lithium-sulfur batteries.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Lithium Sulfur Battery 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 Lithium Sulfur Battery Market Segments Analysis

Global Lithium Sulfur Battery Market is segmented by Component, Type, Capacity, Application and region. Based on Component, the market is segmented into Cathode, Anode, Electrolyte and Other Components. Based on Type, the market is segmented into Liquid, Semi-solid and Solid-state. Based on Capacity, the market is segmented into Below 500 mAh, 501 mAh to 1,000 mAh and Above 1,000 mAh. Based on Application, the market is segmented into Aerospace, Automotive & Transportation, Consumer Electronics, Power and Medical. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Lithium Sulfur Battery Market

The global shift towards electric mobility and renewable energy storage has greatly increased the need for high-energy-density batteries. Lithium-Sulfur (Li-S) batteries are attracting significant attention due to their remarkable theoretical energy density, which is about five times greater than that of conventional lithium-ion batteries. This characteristic makes them ideal for various applications, including electric vehicles (EVs), unmanned aerial vehicles (UAVs), and portable electronics that require long-lasting power sources. Furthermore, the rising use of Li-S batteries in military and aerospace sectors, where lightweight and efficient energy storage is essential, enhances their market demand. As manufacturers of electric vehicles pursue effective battery solutions with improved range, Li-S batteries are becoming a viable alternative.

Restraints in the Global Lithium Sulfur Battery Market

The Global Lithium Sulfur Battery market faces significant challenges primarily due to the limited cycle life of Li-S batteries, which is a critical drawback despite their high energy density. As these batteries undergo charging and discharging cycles, the formation of lithium polysulfides becomes a persistent issue, leading to the loss of active materials. This results in a gradual decline in capacity and operational efficiency. The polysulfides tend to dissolve in the electrolyte and can migrate to the anode, causing instabilities in performance. Although research efforts are being directed toward solutions like solid-state electrolytes and innovative electrode designs, effectively addressing this limitation remains a formidable obstacle that hinders widespread commercial usage.

Market Trends of the Global Lithium Sulfur Battery Market

The global lithium-sulfur battery market is experiencing a transformative trend driven by advancements in artificial intelligence. AI is optimizing battery design and manufacturing processes, significantly enhancing performance, lifespan, and quality control. By predicting potential issues and adjusting charging cycles, AI extends battery longevity while maintaining consistent output. This is particularly impactful for lithium-sulfur batteries, renowned for their high energy density and lightweight characteristics, making them increasingly suitable for applications in electric vehicles, portable electronics, and drones. As manufacturers adopt AI technologies, the lithium-sulfur battery market is poised for substantial growth, underscoring the shift towards more efficient sustainable energy solutions.

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 Lithium Sulfur Battery Market Size by Component & CAGR (2025-2032)

• Market Overview
• Cathode
• Anode
• Electrolyte
• Other Components

Global Lithium Sulfur Battery Market Size by Type & CAGR (2025-2032)

• Market Overview
• Liquid
• Semi-solid
• Solid-state

Global Lithium Sulfur Battery Market Size by Capacity & CAGR (2025-2032)

• Market Overview
• Below 500 mAh
• 501 mAh to 1,000 mAh
• Above 1,000 mAh

Global Lithium Sulfur Battery Market Size by Application & CAGR (2025-2032)

• Market Overview
• Aerospace
• Automotive & Transportation
• Consumer Electronics
• Power
• Medical

Global Lithium Sulfur Battery Market Size & CAGR (2025-2032)

• North America (Component, Type, Capacity, Application)
  • US
  • Canada
• Europe (Component, Type, Capacity, Application)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Component, Type, Capacity, Application)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Component, Type, Capacity, Application)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Component, Type, Capacity, Application)
  • 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

• LG Energy Solution (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Samsung SDI (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Panasonic Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Solid Power (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Amprius Technologies (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sion Power Corporation (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• A123 Systems LLC (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• EnerSys (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• GS Yuasa Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Saft Groupe S.A. (France)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BYD Company 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
• Albemarle Corporation (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• POSCO Future M Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Tinci Materials Technology Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NGK Insulators, Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Hitachi Chemical Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Johnson Matthey Plc (United Kingdom)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Mitsubishi Electric Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Exide Technologies (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations