1 エグゼクティブ・サマリー
2 序文
2.1 概要
2.2 ステークホルダー
2.3 調査範囲
2.4 調査方法
2.4.1 データマイニング
2.4.2 データ分析
2.4.3 データの検証
2.4.4 リサーチアプローチ
2.5 リサーチソース
2.5.1 一次調査ソース
2.5.2 セカンダリーリサーチソース
2.5.3 前提条件
3 市場動向分析
3.1 はじめに
3.2 推進要因
3.3 抑制要因
3.4 機会
3.5 脅威
3.6 アプリケーション分析
3.7 エンドユーザー分析
3.8 新興市場
3.9 Covid-19の影響
4 ポーターズファイブフォース分析
4.1 供給者の交渉力
4.2 買い手の交渉力
4.3 代替品の脅威
4.4 新規参入の脅威
4.5 競争上のライバル関係
5 リチウム硫黄電池の世界市場：部品タイプ別
5.1 はじめに
5.2 正極材料
5.3 負極材料
5.4 電解質
5.5 導電性添加剤
5.6 その他の成分タイプ
6 リチウム硫黄電池の世界市場：セルタイプ別
6.1 はじめに
6.2 パウチ型セル
6.3 円筒形セル
6.4 角形セル
7 リチウム硫黄電池の世界市場：容量別
7.1 はじめに
7.2 0～500 mAh
7.3 500-1000 mAh
7.4 1000mAh以上
8 リチウム硫黄電池の世界市場：用途別
8.1 はじめに
8.2 電気自動車（EV）
8.3 航空宇宙
8.4 送電網貯蔵
8.5 民生用電子機器
8.6 医療機器
8.7 その他の用途
9 リチウム硫黄電池の世界市場、エンドユーザー別
9.1 はじめに
9.2 自動車
9.3 航空宇宙
9.4 エレクトロニクス
9.5 電力セクター
9.6 ヘルスケア
9.7 その他のエンドユーザー
10 リチウム硫黄電池の世界市場：地域別
10.1 はじめに
10.2 北米
10.2.1 アメリカ
10.2.2 カナダ
10.2.3 メキシコ
10.3 ヨーロッパ
10.3.1 ドイツ
10.3.2 イギリス
10.3.3 イタリア
10.3.4 フランス
10.3.5 スペイン
10.3.6 その他のヨーロッパ
10.4 アジア太平洋
10.4.1 日本
10.4.2 中国
10.4.3 インド
10.4.4 オーストラリア
10.4.5 ニュージーランド
10.4.6 韓国
10.4.7 その他のアジア太平洋地域
10.5 南米
10.5.1 アルゼンチン
10.5.2 ブラジル
10.5.3 チリ
10.5.4 その他の南米地域
10.6 中東・アフリカ
10.6.1 サウジアラビア
10.6.2 アラブ首長国連邦
10.6.3 カタール
10.6.4 南アフリカ
10.6.5 その他の中東・アフリカ地域
11 主要開発
11.1 契約、パートナーシップ、提携、合弁事業
11.2 買収と合併
11.3 新製品上市
11.4 事業拡大
11.5 その他の主要戦略
12 企業プロフィール
BASF
24M Technologies
Panasonic
Samsung SDI
LG Chem
Toshiba
Alveo Technologies
Nexeon
Nanotech Energy
Gelion Technologies Pty Ltd.
Merck KGaA
Graphene Batteries AS
Johnson Matthey
Theion GmbH and Zeta Energy LLC.
表一覧
表1 リチウム硫黄電池の世界市場展望、地域別（2022-2030年） ($MN)
表2 リチウム硫黄電池の世界市場展望、コンポーネントタイプ別 (2022-2030) ($MN)
表3 リチウム硫黄電池の世界市場展望、正極材料別 (2022-2030) ($MN)
表4 リチウム硫黄電池の世界市場展望、負極材料別 (2022-2030) ($MN)
表5 リチウム硫黄電池の世界市場展望、電解質別 (2022-2030) ($MN)
表6 リチウム硫黄電池の世界市場展望、導電性添加剤別 (2022-2030) ($MN)
表7 リチウム硫黄電池の世界市場展望、その他の成分タイプ別 (2022-2030) ($MN)
表8 リチウム硫黄電池の世界市場展望、セルタイプ別 (2022-2030) ($MN)
表9 リチウム硫黄電池の世界市場展望、パウチセル別 (2022-2030) ($MN)
表10 リチウム硫黄電池の世界市場展望、円筒型セル別 (2022-2030) ($MN)
表11 リチウム硫黄電池の世界市場展望、角型セル別 (2022-2030) ($MN)
表12 リチウム硫黄電池の世界市場展望、容量別 (2022-2030) ($MN)
表13 リチウム硫黄電池の世界市場展望、0〜500mAh別 (2022-2030) ($MN)
表14 リチウム硫黄電池の世界市場展望、500〜1000mAh別 (2022〜2030年) ($MN)
表15 リチウム硫黄電池の世界市場展望、1000mAh以上別 (2022-2030) ($MN)
表16 リチウム硫黄電池の世界市場展望、用途別 (2022-2030) ($MN)
表17 リチウム硫黄電池の世界市場展望、電気自動車（EV）別 (2022-2030) ($MN)
表18 リチウム硫黄電池の世界市場展望、航空宇宙別 (2022-2030) ($MN)
表19 リチウム硫黄電池の世界市場展望、グリッドストレージ別 (2022-2030) ($MN)
表20 リチウム硫黄電池の世界市場展望、家電製品別 (2022-2030) ($MN)
表21 リチウム硫黄電池の世界市場展望：医療機器別 (2022-2030) ($MN)
表22 リチウム硫黄電池の世界市場展望、その他の用途別 (2022-2030) ($MN)
表23 リチウム硫黄電池の世界市場展望：エンドユーザー別 (2022-2030) ($MN)
表24 リチウム硫黄電池の世界市場展望：自動車別 (2022-2030) ($MN)
表25 リチウム硫黄電池の世界市場展望、航空宇宙別 (2022-2030) ($MN)
表26 リチウム硫黄電池の世界市場展望：エレクトロニクス別 (2022-2030) ($MN)
表27 リチウム硫黄電池の世界市場展望：電力セクター別 (2022-2030) ($MN)
表28 リチウム硫黄電池の世界市場展望、ヘルスケア別 (2022-2030) ($MN)
表29 リチウム硫黄電池の世界市場展望：その他のエンドユーザー別 (2022-2030) ($MN)
注）北米、ヨーロッパ、APAC、南米、中東・アフリカ地域の表も上記と同様に表記しています。
Market Dynamics:
Driver:
Increased investment in clean energy technologies
Increased investment in clean energy technologies has significantly propelled the market. Recognizing their high energy density and potential for cost reduction, stakeholders are channeling funds into research and development. This financial support aims to address challenges like limited cycle life and polysulfide dissolution. Collaborations between industry leaders and research institutions are fostering innovation, enhancing performance, and improving scalability.
Restraint:
Complex manufacturing processes
Complex manufacturing processes in the market can lead to increased production costs and longer lead times, which may deter investment and slow down market adoption. These intricate procedures often require specialized equipment and skilled labor, limiting scalability and creating bottlenecks. Additionally, challenges in maintaining quality control can result in higher defect rates, impacting overall reliability and performance. As a result, the intricacies of production can hinder the potential growth.
Opportunity:
Growing demand for renewable energy
The growing demand for renewable energy significantly boosts the market, driven by the need for efficient energy storage. As solar and wind energy sources expand, reliable batteries are essential to store intermittent power and ensure a stable energy supply. Lithium-sulfur batteries, with their high energy density and potential for lower costs, are increasingly viewed as viable options for this application. This rising demand not only supports innovation in battery technology but also aligns with global sustainability goals, accelerating market growth.
Threat:
High initial costs
The advanced materials and complex manufacturing processes required to produce these batteries contribute to elevated expenses, making them less attractive compared to more established technologies. This financial hurdle can deter potential investors and limit market penetration, particularly in price-sensitive sectors. Additionally, the need for substantial upfront investment may slow down research and development efforts, ultimately hindering innovation and the long-term growth potential of lithium-sulfur battery technology.
Covid-19 Impact
The COVID-19 pandemic has impacted the market by disrupting supply chains and causing delays in production and delivery. Lockdowns and restrictions hindered manufacturing capabilities, leading to shortages of critical materials and components. Additionally, reduced investments and slowed research initiatives during the pandemic hampered technological advancements. As industries adapted to remote operations, the demand for reliable energy storage solutions became more pronounced, yet the market faced challenges in scaling up production to meet the rising post-pandemic demand for renewable energy solutions.
The pouch cells segment is projected to be the largest during the forecast period
The pouch cells segment is projected to account for the largest market share during the projection period. Their flexible design allows for efficient packaging, making them suitable for space-constrained applications in electric vehicles and portable devices. Pouch cells can better accommodate the volumetric changes of lithium-sulfur materials during charge and discharge cycles, potentially enhancing performance and longevity. As the demand for high-performance, compact energy storage solutions grows, pouch cells are increasingly favored for their innovative capabilities in this evolving market.
The medical devices segment is expected to have the highest CAGR during the forecast period
The medical devices segment is expected to have the highest CAGR during the extrapolated period. These batteries can power portable diagnostic equipment and implantable devices, offering longer operational life between charges. Their potential for lower costs and improved safety makes them an attractive alternative to traditional battery technologies. As the demand for reliable, efficient energy sources in healthcare continues to rise, lithium-sulfur batteries are poised to enhance the performance and convenience of medical technologies.
Region with largest share:
North America region is expected to hold the largest share of the market during the forecast period. With a focus on electric vehicles and renewable energy storage, companies are investing in research and development to enhance the performance and affordability of lithium-sulfur batteries. Additionally, supportive government policies aimed at reducing carbon emissions are fostering innovation in this sector. As the market evolves, the region is poised to play a crucial role in the market landscape.
Region with highest CAGR:
Asia Pacific is expected to register the highest growth rate over the forecast period fuelled by the region's strong emphasis on renewable energy and electric vehicle adoption. Countries like China, Japan, and South Korea are investing heavily in research and development to enhance battery technology, seeking to improve energy density and reduce costs. Additionally, the growing demand for portable electronics and grid storage solutions further drives the region is set to lead the global market.
Key players in the market
Some of the key players in Lithium-Sulfur Battery market include BASF, 24M Technologies, Panasonic, Samsung SDI, LG Chem, Toshiba, Alveo Technologies, Nexeon, Nanotech Energy, Gelion Technologies Pty Ltd. , Merck KGaA, Graphene Batteries AS, Johnson Matthey, Theion GmbH and Zeta Energy LLC.
Key Developments:
In July 2024, Panasonic Energy Co., Ltd., announced that it has entered into an agreement regarding joint development with Australia’s national science agency, CSIRO. The agreement covers the development of new nickel laterite processing technologies for recovering nickel, an essential raw material in the manufacture of lithium-ion batteries.
In April 2024, Panasonic Energy Co. Ltd., is in talks with Indian Oil Corp. Ltd for a joint venture to manufacture cylindrical lithium-ion batteries for two- and three-wheel vehicles and energy storage systems in the Indian market. It has signed a binding term sheet and initiated discussions with Indian Oil Corp. Ltd to draw a framework for the formation of the joint venture.
Component Types Covered:
• Cathode Materials
• Anode Materials
• Electrolytes
• Conductive Additives
• Other Component Types
Cell Types Covered:
• Pouch Cells
• Cylindrical Cells
• Prismatic Cells
Capacities Covered:
• 0-500 mAh
• 500-1000 mAh
• Above 1000 mAh
Applications Covered:
• Electric Vehicles (EVs)
• Aerospace
• Grid Storage
• Consumer Electronics
• Medical Devices
• Other Applications
End Users Covered:
• Automotive
• Aerospace
• Electronics
• Power Sector
• Healthcare
• Other End Users
Regions Covered:
• North America
US
Canada
Mexico
• Europe
Germany
UK
Italy
France
Spain
Rest of Europe
• Asia Pacific
Japan
China
India
Australia
New Zealand
South Korea
Rest of Asia Pacific
• South America
Argentina
Brazil
Chile
Rest of South America
• Middle East & Africa
Saudi Arabia
UAE
Qatar
South Africa
Rest of Middle East & Africa
What our report offers:
Market share assessments for the regional and country-level segments
Strategic recommendations for the new entrants
Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
Strategic recommendations in key business segments based on the market estimations
Competitive landscaping mapping the key common trends
Company profiling with detailed strategies, financials, and recent developments
Supply chain trends mapping the latest technological advancements
1 Executive Summary
2 Preface
2.1 Abstract
2.2 Stake Holders
2.3 Research Scope
2.4 Research Methodology
2.4.1 Data Mining
2.4.2 Data Analysis
2.4.3 Data Validation
2.4.4 Research Approach
2.5 Research Sources
2.5.1 Primary Research Sources
2.5.2 Secondary Research Sources
2.5.3 Assumptions
3 Market Trend Analysis
3.1 Introduction
3.2 Drivers
3.3 Restraints
3.4 Opportunities
3.5 Threats
3.6 Application Analysis
3.7 End User Analysis
3.8 Emerging Markets
3.9 Impact of Covid-19
4 Porters Five Force Analysis
4.1 Bargaining power of suppliers
4.2 Bargaining power of buyers
4.3 Threat of substitutes
4.4 Threat of new entrants
4.5 Competitive rivalry
5 Global Lithium-Sulfur Battery Market, By Component Type
5.1 Introduction
5.2 Cathode Materials
5.3 Anode Materials
5.4 Electrolytes
5.5 Conductive Additives
5.6 Other Component Types
6 Global Lithium-Sulfur Battery Market, By Cell Type
6.1 Introduction
6.2 Pouch Cells
6.3 Cylindrical Cells
6.4 Prismatic Cells
7 Global Lithium-Sulfur Battery Market, By Capacity
7.1 Introduction
7.2 0-500 mAh
7.3 500-1000 mAh
7.4 Above 1000 mAh
8 Global Lithium-Sulfur Battery Market, By Application
8.1 Introduction
8.2 Electric Vehicles (EVs)
8.3 Aerospace
8.4 Grid Storage
8.5 Consumer Electronics
8.6 Medical Devices
8.7 Other Applications
9 Global Lithium-Sulfur Battery Market, By End User
9.1 Introduction
9.2 Automotive
9.3 Aerospace
9.4 Electronics
9.5 Power Sector
9.6 Healthcare
9.7 Other End Users
10 Global Lithium-Sulfur Battery Market, By Geography
10.1 Introduction
10.2 North America
10.2.1 US
10.2.2 Canada
10.2.3 Mexico
10.3 Europe
10.3.1 Germany
10.3.2 UK
10.3.3 Italy
10.3.4 France
10.3.5 Spain
10.3.6 Rest of Europe
10.4 Asia Pacific
10.4.1 Japan
10.4.2 China
10.4.3 India
10.4.4 Australia
10.4.5 New Zealand
10.4.6 South Korea
10.4.7 Rest of Asia Pacific
10.5 South America
10.5.1 Argentina
10.5.2 Brazil
10.5.3 Chile
10.5.4 Rest of South America
10.6 Middle East & Africa
10.6.1 Saudi Arabia
10.6.2 UAE
10.6.3 Qatar
10.6.4 South Africa
10.6.5 Rest of Middle East & Africa
11 Key Developments
11.1 Agreements, Partnerships, Collaborations and Joint Ventures
11.2 Acquisitions & Mergers
11.3 New Product Launch
11.4 Expansions
11.5 Other Key Strategies
12 Company Profiling
12.1 BASF
12.2 24M Technologies
12.3 Panasonic
12.4 Samsung SDI
12.5 LG Chem
12.6 Toshiba
12.7 Alveo Technologies
12.8 Nexeon
12.9 Nanotech Energy
12.10 Gelion Technologies Pty Ltd.
12.11 Merck KGaA
12.12 Graphene Batteries AS
12.13 Johnson Matthey
12.14 Theion GmbH
12.15 Zeta Energy LLC
List of Tables
Table 1 Global Lithium-Sulfur Battery Market Outlook, By Region (2022-2030) ($MN)
Table 2 Global Lithium-Sulfur Battery Market Outlook, By Component Type (2022-2030) ($MN)
Table 3 Global Lithium-Sulfur Battery Market Outlook, By Cathode Materials (2022-2030) ($MN)
Table 4 Global Lithium-Sulfur Battery Market Outlook, By Anode Materials (2022-2030) ($MN)
Table 5 Global Lithium-Sulfur Battery Market Outlook, By Electrolytes (2022-2030) ($MN)
Table 6 Global Lithium-Sulfur Battery Market Outlook, By Conductive Additives (2022-2030) ($MN)
Table 7 Global Lithium-Sulfur Battery Market Outlook, By Other Component Types (2022-2030) ($MN)
Table 8 Global Lithium-Sulfur Battery Market Outlook, By Cell Type (2022-2030) ($MN)
Table 9 Global Lithium-Sulfur Battery Market Outlook, By Pouch Cells (2022-2030) ($MN)
Table 10 Global Lithium-Sulfur Battery Market Outlook, By Cylindrical Cells (2022-2030) ($MN)
Table 11 Global Lithium-Sulfur Battery Market Outlook, By Prismatic Cells (2022-2030) ($MN)
Table 12 Global Lithium-Sulfur Battery Market Outlook, By Capacity (2022-2030) ($MN)
Table 13 Global Lithium-Sulfur Battery Market Outlook, By 0-500 mAh (2022-2030) ($MN)
Table 14 Global Lithium-Sulfur Battery Market Outlook, By 500-1000 mAh (2022-2030) ($MN)
Table 15 Global Lithium-Sulfur Battery Market Outlook, By Above 1000 mAh (2022-2030) ($MN)
Table 16 Global Lithium-Sulfur Battery Market Outlook, By Application (2022-2030) ($MN)
Table 17 Global Lithium-Sulfur Battery Market Outlook, By Electric Vehicles (EVs) (2022-2030) ($MN)
Table 18 Global Lithium-Sulfur Battery Market Outlook, By Aerospace (2022-2030) ($MN)
Table 19 Global Lithium-Sulfur Battery Market Outlook, By Grid Storage (2022-2030) ($MN)
Table 20 Global Lithium-Sulfur Battery Market Outlook, By Consumer Electronics (2022-2030) ($MN)
Table 21 Global Lithium-Sulfur Battery Market Outlook, By Medical Devices (2022-2030) ($MN)
Table 22 Global Lithium-Sulfur Battery Market Outlook, By Other Applications (2022-2030) ($MN)
Table 23 Global Lithium-Sulfur Battery Market Outlook, By End User (2022-2030) ($MN)
Table 24 Global Lithium-Sulfur Battery Market Outlook, By Automotive (2022-2030) ($MN)
Table 25 Global Lithium-Sulfur Battery Market Outlook, By Aerospace (2022-2030) ($MN)
Table 26 Global Lithium-Sulfur Battery Market Outlook, By Electronics (2022-2030) ($MN)
Table 27 Global Lithium-Sulfur Battery Market Outlook, By Power Sector (2022-2030) ($MN)
Table 28 Global Lithium-Sulfur Battery Market Outlook, By Healthcare (2022-2030) ($MN)
Table 29 Global Lithium-Sulfur Battery Market Outlook, By Other End Users (2022-2030) ($MN)
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.
