電気自動車用電池負極市場- 世界の産業規模、シェア、動向、機会、予測、セグメント別、電池タイプ別、材料タイプ別、地域別、競合別、2020-2030年

電気自動車用電池負極市場の2024年の市場規模は73億1,000万米ドルで、2030年には144億7,000万米ドルに達すると予測され、CAGRは11.88%です。

電気自動車（EV）バッテリーの負極市場は、電気自動車を駆動する充電式バッテリーに使用するために特別に設計された負極材料の開発、生産、商業化に関わる世界の産業を指します。負極は、リチウムイオン電池または代替化学電池の重要な構成要素であり、充電と放電のサイクル中に電子を蓄積・放出する役割を担っています。この市場には、天然黒鉛や合成黒鉛、チタン酸リチウム、シリコンベースの複合材料、電池性能、エネルギー密度、充電速度、寿命の向上を目指す新興の固体負極材料など、幅広い材料技術が含まれています。

EV用電池負極市場は、世界の電動モビリティの加速、厳しい排出規制、クリーンエネルギー技術への投資の増加により、大きな成長を遂げています。相手先商標製品メーカー（OEM）や電池メーカーは、材料科学企業と積極的に協力し、安全性とリサイクル性に対応しながら、急速充電、高容量化、熱安定性の向上をサポートする先進的な負極ソリューションを革新しています。電気自動車が早期導入から大量市場導入へと移行する中、高性能でコスト効率が高く、拡張性のある負極材料の必要性は、メーカーにとって戦略的な焦点となっています。この市場の主な活動には、原料調達、加工技術、コーティング技術、正極や電解質などその他の電池部品との統合などが含まれます。

主な市場促進要因

EVにおける高エネルギー密度電池の需要増加

主な市場課題

先進負極材料の高コストと限られた拡張性

主な市場動向

シリコン系負極材の採用増加

目次

第1章 概要

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 顧客の声

第5章 世界の電気自動車用電池負極市場展望

• 市場規模・予測
  • 金額別
• 市場シェア・予測
  • 電池の種類別（リチウムイオン電池、鉛蓄電池、その他）
  • 材質別（グラファイト、シリコン、その他）
  • 地域別
• 企業別（2024）
• 市場マップ

第6章 北米の電気自動車用電池負極市場展望

• 市場規模・予測
• 市場シェア・予測
• 北米：国別分析
  • 米国
  • カナダ
  • メキシコ

第7章 欧州の電気自動車用電池負極市場展望

• 市場規模・予測
• 市場シェア・予測
• 欧州：国別分析
  • ドイツ
  • 英国
  • イタリア
  • フランス
  • スペイン

第8章 アジア太平洋地域の電気自動車用電池負極市場展望

• 市場規模・予測
• 市場シェア・予測
• アジア太平洋地域：国別分析
  • 中国
  • インド
  • 日本
  • 韓国
  • オーストラリア

第9章 南米の電気自動車用電池負極市場展望

• 市場規模・予測
• 市場シェア・予測
• 南米：国別分析
  • ブラジル
  • アルゼンチン
  • コロンビア

第10章 中東・アフリカの電気自動車用電池負極市場展望

• 市場規模・予測
• 市場シェア・予測
• 中東・アフリカ：国別分析
  • 南アフリカ
  • サウジアラビア
  • アラブ首長国連邦
  • クウェート
  • トルコ

第11章 市場力学

• 促進要因
• 課題

第12章 市場動向と発展

• 合併と買収
• 製品上市
• 最近の動向

第13章 企業プロファイル

• SGL Carbon SE
• JFE Chemical Corporation
• Shanshan Technology（Ningbo Shanshan Co., Ltd.）
• Showa Denko Materials Co., Ltd.（Hitachi Chemical）
• POSCO Future M Co., Ltd.（POSCO Chemical）
• Mitsubishi Chemical Group Corporation
• Targray Technology International Inc.
• Amprius Technologies, Inc.
• BTR New Energy Materials Inc.
• Sila Nanotechnologies Inc.

第14章 戦略的提言

第15章 調査会社について・免責事項

The Electric Vehicle Battery Anode Market was valued at USD 7.31 Billion in 2024 and is expected to reach USD 14.47 Billion by 2030 with a CAGR of 11.88%. The Electric Vehicle (EV) Battery Anode Market refers to the global industry involved in the development, production, and commercialization of anode materials specifically designed for use in rechargeable batteries powering electric vehicles. The anode is a crucial component of a lithium-ion or alternative chemistry battery, responsible for storing and releasing electrons during the charge and discharge cycles. This market encompasses a wide range of material technologies, including natural and synthetic graphite, lithium titanate, silicon-based composites, and emerging solid-state anode materials that aim to enhance battery performance, energy density, charging speed, and lifespan.

The EV battery anode market has seen significant growth due to the global acceleration of electric mobility, stringent emission regulations, and growing investments in clean energy technologies. Original Equipment Manufacturers (OEMs) and battery producers are actively collaborating with material science companies to innovate advanced anode solutions that support fast charging, higher capacity, and improved thermal stability while addressing safety and recyclability. As electric vehicles transition from early adoption to mass-market acceptance, the need for high-performance, cost-effective, and scalable anode materials has become a strategic focus for manufacturers. Key activities within this market include raw material sourcing, processing technologies, coating techniques, and integration with other battery components like cathodes and electrolytes.

Key Market Drivers

Increasing Demand for High-Energy-Density Batteries in EVs

The accelerating global shift towards electric vehicles (EVs) is driving the need for high-energy-density batteries, thereby significantly boosting demand in the electric vehicle battery anode market. As EV manufacturers compete to offer vehicles with extended driving ranges, faster charging capabilities, and improved performance, the role of the anode in battery chemistry becomes increasingly critical. Traditionally, graphite has been the standard anode material due to its stability and cost-effectiveness, but it is reaching its theoretical capacity limit. To overcome this, the industry is increasingly focusing on advanced anode materials such as silicon-based composites and lithium-metal anodes, which offer substantially higher energy densities.

Silicon, for instance, can store nearly ten times more lithium ions than graphite, making it a key enabler of next-generation batteries. This transition aligns with consumer expectations for EVs that can rival or surpass internal combustion engine vehicles in both range and convenience. Automakers are now integrating battery packs that can support 500+ km range on a single charge, and this is only possible with improvements at the anode level. Moreover, regulatory mandates on fuel economy and emission reductions in key automotive markets such as Europe, China, and North America are creating strong pressure on automakers to electrify their fleets, which in turn accelerates R&D and adoption of superior battery technologies.

Consequently, battery developers and material suppliers are entering strategic collaborations to scale up production of advanced anode materials, enhance cycle life, and reduce degradation over time. This surge in innovation and investment is reinforcing the foundational importance of the anode in EV battery performance and solidifying its market relevance. Additionally, the growing penetration of solid-state batteries, which also depend heavily on high-capacity anodes, particularly lithium-metal variants, is expected to further stimulate growth. In essence, the increasing demand for high-energy-density EV batteries is reshaping the competitive landscape of the anode market, driving the development and commercialization of novel materials that can meet the evolving performance standards of electric mobility. Global EV battery demand is expected to surpass 3,500 GWh by 2030, driven largely by the push for high-energy-density cells. High-energy-density batteries are projected to account for over 70% of new EV battery deployments by the end of the decade. EVs with high-energy-density batteries can extend driving ranges by 20-40%, boosting consumer adoption. Solid-state and silicon-anode batteries offering energy densities above 400 Wh/kg are gaining commercial interest. Automakers aim for battery packs with 1,000+ km range, requiring energy densities of over 350 Wh/kg. The average energy density of EV battery cells has increased by 15-20% globally over the past five years.

Key Market Challenges

High Cost and Limited Scalability of Advanced Anode Materials

One of the most significant challenges facing the electric vehicle (EV) battery anode market is the high cost and limited scalability of next-generation anode materials, such as silicon and lithium metal. While traditional graphite anodes have been widely used due to their relatively low cost, mature supply chain, and acceptable performance, they face limitations in energy density and long-term cycle life. To meet the growing performance demands of EVs-such as faster charging, longer driving ranges, and improved energy efficiency-manufacturers are increasingly exploring advanced materials like silicon-dominant anodes or pure lithium metal anodes. However, these materials come with significant production and integration hurdles.

Silicon, for instance, can store significantly more lithium than graphite, offering much higher theoretical capacities. Yet it expands up to 300% in volume during charging, which leads to particle cracking, loss of electrical contact, and rapid capacity degradation. Engineering workarounds like nanostructured designs, composite formulations, and protective coatings are in development but remain expensive and complex to manufacture at scale. Similarly, lithium metal anodes, despite offering some of the highest energy densities possible, are highly reactive and present significant safety and stability challenges, particularly under high-current charging conditions.

These issues require costly containment strategies and rigorous quality control processes, which can drive up production costs substantially. Additionally, the current infrastructure is predominantly optimized for graphite, and transitioning to silicon or lithium-based technologies will require substantial changes in equipment, supply chain logistics, and expertise. For manufacturers aiming for mass-market EV adoption, where cost competitiveness is crucial, these additional investments may not be economically viable in the short term. Furthermore, as EV demand grows rapidly across multiple regions, the challenge of scaling up the production of these advanced anode materials without compromising quality or safety remains a major concern.

Supply chain constraints for key precursor materials like high-purity silicon, specialized binders, and electrolytes compatible with high-capacity anodes can further complicate market dynamics. The situation is compounded by the fact that most of the research on these advanced materials is still at the pilot or early commercialization stage, making them less accessible to mid- or small-scale battery manufacturers.

Key Market Trends

Rising Adoption of Silicon-Based Anode Materials

The electric vehicle battery anode market is witnessing a significant shift toward silicon-based materials, driven by their potential to deliver much higher energy density compared to conventional graphite anodes. Silicon can theoretically store ten times more lithium ions than graphite, making it a game-changing material in the push for longer-range electric vehicles. Battery manufacturers and EV producers are actively investing in silicon-dominant or silicon-composite anodes to enhance overall battery capacity, performance, and fast-charging capabilities.

While pure silicon anodes face challenges like volume expansion during charging cycles that can cause structural degradation, advances in nanotechnology, binder chemistry, and silicon-carbon composites are helping to overcome these limitations. Startups and established chemical firms alike are racing to develop next-generation silicon anode solutions that combine energy density with cycle stability and cost efficiency.

As a result, there is a growing number of pilot projects and early-stage commercialization efforts featuring silicon-rich anodes, especially in premium EVs and high-performance battery packs. Additionally, research and development efforts are accelerating, with new fabrication techniques such as chemical vapor deposition, silicon nanowires, and flexible coatings showing promising results in extending cycle life and mechanical stability.

The growing demand from automakers for higher mileage ranges in EVs without significantly increasing battery size or cost is further reinforcing the need for silicon-based solutions. This trend is also supported by regulatory pressures to reduce carbon emissions and improve the performance of EVs, creating a competitive advantage for batteries with enhanced energy density. As production costs for silicon-based materials gradually decrease and technological barriers are overcome, silicon anodes are expected to become increasingly mainstream over the next few years, reshaping the material composition landscape of electric vehicle battery anodes.

Key Market Players

• SGL Carbon SE
• JFE Chemical Corporation
• Shanshan Technology (Ningbo Shanshan Co., Ltd.)
• Showa Denko Materials Co., Ltd. (Hitachi Chemical)
• POSCO Future M Co., Ltd. (POSCO Chemical)
• Mitsubishi Chemical Group Corporation
• Targray Technology International Inc.
• Amprius Technologies, Inc.
• BTR New Energy Materials Inc.
• Sila Nanotechnologies Inc.

Report Scope:

In this report, the Global Electric Vehicle Battery Anode Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Electric Vehicle Battery Anode Market, By Battery Type:

• Lithium-ion Batteries
• Lead-acid Batteries
• Others

Electric Vehicle Battery Anode Market, By Material Type:

• Graphite
• Silicon
• Others

Electric Vehicle Battery Anode Market, By Region:

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia-Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE
  • Kuwait
  • Turkey

Competitive Landscape

Company Profiles: Detailed analysis of the major companies presents in the Global Electric Vehicle Battery Anode Market.

Available Customizations:

Global Electric Vehicle Battery Anode Market report with the given Market data, Tech Sci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional Market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
• 1.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Formulation of the Scope
• 2.4. Assumptions and Limitations
• 2.5. Sources of Research
  • 2.5.1. Secondary Research
  • 2.5.2. Primary Research
• 2.6. Approach for the Market Study
  • 2.6.1. The Bottom-Up Approach
  • 2.6.2. The Top-Down Approach
• 2.7. Methodology Followed for Calculation of Market Size & Market Shares
• 2.8. Forecasting Methodology
  • 2.8.1. Data Triangulation & Validation

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, and Trends

4. Voice of Customer

5. Global Electric Vehicle Battery Anode Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Battery Type (Lithium-ion Batteries, Lead-acid Batteries, Others)
  • 5.2.2. By Material Type (Graphite, Silicon, Others)
  • 5.2.3. By Region
• 5.3. By Company (2024)
• 5.4. Market Map

6. North America Electric Vehicle Battery Anode Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Battery Type
  • 6.2.2. By Material Type
  • 6.2.3. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Electric Vehicle Battery Anode Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Battery Type
      • 6.3.1.2.2. By Material Type
  • 6.3.2. Canada Electric Vehicle Battery Anode Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Battery Type
      • 6.3.2.2.2. By Material Type
  • 6.3.3. Mexico Electric Vehicle Battery Anode Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Battery Type
      • 6.3.3.2.2. By Material Type

7. Europe Electric Vehicle Battery Anode Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Battery Type
  • 7.2.2. By Material Type
  • 7.2.3. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Electric Vehicle Battery Anode Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Battery Type
      • 7.3.1.2.2. By Material Type
  • 7.3.2. United Kingdom Electric Vehicle Battery Anode Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Battery Type
      • 7.3.2.2.2. By Material Type
  • 7.3.3. Italy Electric Vehicle Battery Anode Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Battery Type
      • 7.3.3.2.2. By Material Type
  • 7.3.4. France Electric Vehicle Battery Anode Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Battery Type
      • 7.3.4.2.2. By Material Type
  • 7.3.5. Spain Electric Vehicle Battery Anode Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Battery Type
      • 7.3.5.2.2. By Material Type

8. Asia-Pacific Electric Vehicle Battery Anode Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Battery Type
  • 8.2.2. By Material Type
  • 8.2.3. By Country
• 8.3. Asia-Pacific: Country Analysis
  • 8.3.1. China Electric Vehicle Battery Anode Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Battery Type
      • 8.3.1.2.2. By Material Type
  • 8.3.2. India Electric Vehicle Battery Anode Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Battery Type
      • 8.3.2.2.2. By Material Type
  • 8.3.3. Japan Electric Vehicle Battery Anode Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Battery Type
      • 8.3.3.2.2. By Material Type
  • 8.3.4. South Korea Electric Vehicle Battery Anode Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Battery Type
      • 8.3.4.2.2. By Material Type
  • 8.3.5. Australia Electric Vehicle Battery Anode Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Battery Type
      • 8.3.5.2.2. By Material Type

9. South America Electric Vehicle Battery Anode Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Battery Type
  • 9.2.2. By Material Type
  • 9.2.3. By Country
• 9.3. South America: Country Analysis
  • 9.3.1. Brazil Electric Vehicle Battery Anode Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Battery Type
      • 9.3.1.2.2. By Material Type
  • 9.3.2. Argentina Electric Vehicle Battery Anode Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Battery Type
      • 9.3.2.2.2. By Material Type
  • 9.3.3. Colombia Electric Vehicle Battery Anode Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Battery Type
      • 9.3.3.2.2. By Material Type

10. Middle East and Africa Electric Vehicle Battery Anode Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Battery Type
  • 10.2.2. By Material Type
  • 10.2.3. By Country
• 10.3. Middle East and Africa: Country Analysis
  • 10.3.1. South Africa Electric Vehicle Battery Anode Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Battery Type
      • 10.3.1.2.2. By Material Type
  • 10.3.2. Saudi Arabia Electric Vehicle Battery Anode Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Battery Type
      • 10.3.2.2.2. By Material Type
  • 10.3.3. UAE Electric Vehicle Battery Anode Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Battery Type
      • 10.3.3.2.2. By Material Type
  • 10.3.4. Kuwait Electric Vehicle Battery Anode Market Outlook
    • 10.3.4.1. Market Size & Forecast
      • 10.3.4.1.1. By Value
    • 10.3.4.2. Market Share & Forecast
      • 10.3.4.2.1. By Battery Type
      • 10.3.4.2.2. By Material Type
  • 10.3.5. Turkey Electric Vehicle Battery Anode Market Outlook
    • 10.3.5.1. Market Size & Forecast
      • 10.3.5.1.1. By Value
    • 10.3.5.2. Market Share & Forecast
      • 10.3.5.2.1. By Battery Type
      • 10.3.5.2.2. By Material Type

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Company Profiles

• 13.1. SGL Carbon SE
  • 13.1.1. Business Overview
  • 13.1.2. Key Revenue and Financials
  • 13.1.3. Recent Developments
  • 13.1.4. Key Personnel/Key Contact Person
  • 13.1.5. Key Product/Services Offered
• 13.2. JFE Chemical Corporation
• 13.3. Shanshan Technology (Ningbo Shanshan Co., Ltd.)
• 13.4. Showa Denko Materials Co., Ltd. (Hitachi Chemical)
• 13.5. POSCO Future M Co., Ltd. (POSCO Chemical)
• 13.6. Mitsubishi Chemical Group Corporation
• 13.7. Targray Technology International Inc.
• 13.8. Amprius Technologies, Inc.
• 13.9. BTR New Energy Materials Inc.
• 13.10. Sila Nanotechnologies Inc.

14. Strategic Recommendations

15. About Us & Disclaimer