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 新興市場
3.8 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 シリコン負極電池の世界市場、容量別
5.1 はじめに
5.2 1500mAh未満
5.3 1500 mAh~2500 mAh
5.4 2501 mAh~3500 mAh
5.5 3500 mAh以上
6 シリコン負極電池の世界市場、原材料別
6.1 はじめに
6.2 シリコン同位体
6.3 ケイ素化合物
6.3.1 二酸化ケイ素(シリカ)
6.3.2 酸化ケイ素
6.3.3 炭化ケイ素(SiC)
6.3.4 一酸化ケイ素
6.3.5 その他の化合物
6.4 ケイ素-炭素複合材料
6.5 その他の原材料
7 シリコン負極電池の世界市場、用途別
7.1 導入
7.2 電気自動車
7.3 民生用電子機器
7.3.1 スマートフォン
7.3.2 ノートパソコンとタブレット
7.3.3 ウェアラブル機器
7.3.4 その他の家電製品
7.4 医療機器
7.5 エネルギー貯蔵システム
7.6 航空宇宙・防衛
7.7 産業用途
7.8 その他の用途
8 シリコン負極電池の世界市場:地域別
8.1 はじめに
8.2 北米
8.2.1 アメリカ
8.2.2 カナダ
8.2.3 メキシコ
8.3 ヨーロッパ
8.3.1 ドイツ
8.3.2 イギリス
8.3.3 イタリア
8.3.4 フランス
8.3.5 スペイン
8.3.6 その他のヨーロッパ
8.4 アジア太平洋
8.4.1 日本
8.4.2 中国
8.4.3 インド
8.4.4 オーストラリア
8.4.5 ニュージーランド
8.4.6 韓国
8.4.7 その他のアジア太平洋地域
8.5 南米
8.5.1 アルゼンチン
8.5.2 ブラジル
8.5.3 チリ
8.5.4 その他の南米地域
8.6 中東・アフリカ
8.6.1 サウジアラビア
8.6.2 アラブ首長国連邦
8.6.3 カタール
8.6.4 南アフリカ
8.6.5 その他の中東・アフリカ地域
9 主要開発
9.1 契約、パートナーシップ、コラボレーション、合弁事業
9.2 買収と合併
9.3 新製品上市
9.4 拡張
9.5 その他の主要戦略
10 企業プロフィール
Amprius Technologies
Sila Nanotechnologies
Enovix Corporation
Group14 Technologies
Nexeon Limited
XG Sciences
Enevate Corporation
Nanotek Instruments
OneD Material
Advano
BTR New Material Group Co. Ltd.
EIT InnoEnergy SE
Elkem ASA
E-magy
Hitachi Chemical Co., Ltd.
LeydenJar Technologies
Targray Technology International
and Daejoo Electronic Materials Co., Ltd.
表一覧
表1 シリコン負極電池の世界市場展望、地域別(2022-2030年) ($MN)
表2 シリコン負極電池の世界市場展望、容量別 (2022-2030) ($MN)
表3 シリコン負極電池の世界市場展望、1500mAh未満別 (2022-2030年) ($MN)
表4 シリコン負極電池の世界市場展望、1500mAh〜2500mAh別 (2022〜2030年) ($MN)
表5 シリコン負極電池の世界市場展望、2501mAh〜3500mAh別 (2022〜2030年) ($MN)
表6 シリコン負極電池の世界市場展望、3500mAh以上別 (2022-2030年) ($MN)
表7 シリコン負極電池の世界市場展望、原材料別 (2022-2030) ($MN)
表8 シリコン負極電池の世界市場展望、シリコン同位体別 (2022-2030) ($MN)
表9 シリコン負極電池の世界市場展望、シリコン化合物別 (2022-2030) ($MN)
表10 シリコン負極電池の世界市場展望、二酸化ケイ素(シリカ)別 (2022-2030) ($MN)
表11 シリコン負極電池の世界市場展望、酸化シリコン別 (2022-2030) ($MN)
表12 シリコン負極電池の世界市場展望、炭化ケイ素(SiC)別 (2022-2030) ($MN)
表13 シリコン負極電池の世界市場展望、一酸化ケイ素別 (2022-2030) ($MN)
表14 シリコン負極電池の世界市場展望、その他の化合物別 (2022-2030) ($MN)
表15 シリコン負極電池の世界市場展望、シリコン-炭素複合材料別 (2022-2030) ($MN)
表16 シリコン負極電池の世界市場展望、その他の原材料別 (2022-2030) ($MN)
表17 シリコン負極電池の世界市場展望、用途別 (2022-2030) ($MN)
表18 シリコン負極電池の世界市場展望:電気自動車別 (2022-2030) ($MN)
表19 シリコン負極電池の世界市場展望:家電製品別 (2022-2030) ($MN)
表20 シリコン負極電池の世界市場展望:スマートフォン別 (2022-2030) ($MN)
表21 シリコン負極電池の世界市場展望:ノートパソコン・タブレット別 (2022-2030) ($MN)
表22 シリコン負極電池の世界市場展望:ウェアラブルデバイス別 (2022-2030) ($MN)
表23 シリコン負極電池の世界市場展望:その他の家電製品別 (2022-2030) ($MN)
表24 シリコン負極電池の世界市場展望:医療機器別 (2022-2030) ($MN)
表25 シリコン負極電池の世界市場展望:蓄電システム別 (2022-2030) ($MN)
表26 シリコン負極電池の世界市場展望:航空宇宙・防衛別 (2022-2030) ($MN)
表27 シリコン負極電池の世界市場展望:産業用途別 (2022-2030) ($MN)
表28 シリコン負極電池の世界市場展望:その他の用途別 (2022-2030) ($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。
According to the International Energy Agency, electric car sales reached 6.6 million in 2021, representing 9% of the global car market.
Market Dynamics:
Driver:
Offer higher energy density
Silicon anode batteries offer significantly higher energy density compared to traditional graphite anodes. According to research published in Nature Nanotechnology, silicon anodes can theoretically store up to 10 times more lithium ions than graphite anodes. This increased energy density translates to longer battery life and improved performance in various applications, particularly in electric vehicles and portable electronics. The potential for silicon anodes to dramatically increase the range of electric vehicles and extend the battery life of smartphones has driven substantial investment and research in this technology. This promise of enhanced performance is a key factor propelling the growth of the silicon anode battery market.
Restraint:
Limited commercialization
The limited commercialization of silicon anode batteries poses a significant restraint to market growth. Despite their potential, silicon anodes face challenges in terms of cycle life and volume expansion during charging. According to a report by the U.S. Department of Energy, silicon anodes can expand up to 300% during lithiation, leading to structural degradation and capacity loss over time. These technical hurdles have slowed down the large-scale production and adoption of silicon anode batteries.
Opportunity:
Opportunities in various sectors
Silicon anode batteries present significant opportunities across various sectors, including electric vehicles, consumer electronics, and renewable energy storage. According to the International Energy Agency, global electric car sales reached 6.6 million in 2021, a 108% increase from 2020. This rapid growth in the electric vehicle market creates a substantial opportunity for silicon anode batteries to meet the demand for higher energy density and faster charging capabilities. Additionally, the growing renewable energy sector requires advanced energy storage solutions, where silicon anode batteries could play a crucial role in improving grid stability and energy management.
Threat:
Environmental concerns
Environmental concerns related to the production and disposal of silicon anode batteries pose a potential threat to market growth. The mining and processing of silicon, while less environmentally impactful than some other battery materials, still have environmental consequences. According to a lifecycle assessment published in the Journal of Cleaner Production, the production of silicon nanoparticles for anodes can have significant energy requirements and associated carbon emissions. Additionally, the recycling of silicon anode batteries presents new challenges compared to traditional lithium-ion batteries.
Covid-19 Impact
The COVID-19 pandemic initially disrupted silicon anode battery research and development activities due to laboratory closures and supply chain interruptions. However, the crisis also highlighted the importance of advanced energy storage technologies for resilience and sustainability. According to the International Energy Agency, despite the pandemic, global electric car sales grew by 41% in 2020. This continued growth in electric vehicle adoption, coupled with increased focus on technological innovation for economic recovery, may accelerate long-term investment in silicon anode battery development.
The below 1500 mAh segment is expected to be the largest during the forecast period
The below 1500 mAh segment is predicted to secure the largest market share throughout the forecast period. This segment primarily caters to consumer electronics, particularly smartphones and wearable devices, which represent a large and growing market. The below 1500 mAh capacity is well-suited for these devices, offering improved energy density without significantly altering device designs. Silicon anode batteries in this capacity range can provide longer battery life for smartphones and enable slimmer, more powerful wearables. The high volume of consumer electronics production and the continuous demand for improved battery performance in these devices contribute to this segment's dominant market share.
The electric vehicles segment is expected to have the highest CAGR during the forecast period
The electric vehicles segment is projected to have the highest CAGR during the extrapolated period. This rapid growth is driven by the increasing global adoption of electric vehicles and the need for batteries with higher energy density and faster charging capabilities. Silicon anode batteries have the potential to significantly increase the range of electric vehicles, addressing one of the key barriers to EV adoption. Major automakers and battery manufacturers are investing heavily in silicon anode technology to develop next-generation EV batteries. The potential for silicon anodes to reduce charging times and improve overall vehicle performance further contributes to this segment's high growth rate.
Region with largest share:
During the projected timeframe, the North America region is expected to hold the largest market share. This dominance is primarily driven by the presence of key technology companies, substantial research and development investments, and supportive government policies. The region's strong focus on electric vehicle adoption, with states like California setting ambitious targets for zero-emission vehicles, further fuels the demand for advanced battery technologies. Additionally, the presence of major silicon anode battery developers and partnerships between automotive and technology companies contribute to North America's significant market share in this sector.
Region with highest CAGR:
Over the forecasted timeframe, the Asia Pacific region is anticipated to exhibit the highest CAGR. This rapid growth is fueled by several factors, including the region's dominant position in battery manufacturing, aggressive electric vehicle adoption targets, and significant investments in renewable energy. According to the International Energy Agency, China alone accounted for 46% of global electric car sales in 2021. Countries like Japan and South Korea are also at the forefront of battery technology innovation. As Asia Pacific countries strive to lead in next-generation battery development, the demand for silicon anode batteries is expected to surge, propelling the region's market growth.
Key players in the market
Some of the key players in Silicon Anode Battery Market include Amprius Technologies, Sila Nanotechnologies, Enovix Corporation, Group14 Technologies, Nexeon Limited, XG Sciences, Enevate Corporation, Nanotek Instruments, OneD Material, Advano, BTR New Material Group Co. Ltd., EIT InnoEnergy SE, Elkem ASA, E-magy, Hitachi Chemical Co., Ltd., LeydenJar Technologies, Targray Technology International, and Daejoo Electronic Materials Co., Ltd.
Key Developments:
In June 2024, Group14 Technologies, Inc., the world’s largest global manufacturer and supplier of advanced silicon battery materials, announces the signing of five multi-year binding offtake agreements amounting to a minimum commitment of over $300 million with three leading electric vehicle (EV) and two consumer electronic (CE) cell manufacturers across Europe, Asia, and North America. These strategic supply agreements continue to demonstrate Group14’s progress in driving the global adoption of next-generation silicon battery technology.
In December 2023, Panasonic Energy Co., Ltd., a Panasonic Group Company, and Sila, a next-generation battery materials company, today announced the signing of a commercial agreement for Sila's high-performance nano-composite silicon anode, Titan SiliconTM.
In March 2023, Amprius Technologies, Inc., a leader in next-generation lithium-ion batteries with its Silicon Anode Platform, is once again raising the bar with the verification of its lithium-ion cell delivering unprecedented energy density of 500 Wh/kg, 1300 Wh/L, resulting in unparalleled run time. At approximately half the weight and volume of state-of-the-art, commercially available lithium-ion cells, the all-new battery cell deliver potential industry-disrupting performance with barrier breaking discharge times. Amprius’ next-generation cells are well positioned to power products in the fast-growing aviation and, eventually, electric vehicles markets, estimated to be collectively over $100 billion in battery demand by 2025.
Capacities Covered:
• Below 1500 mAh
• 1500 mAh-2500 mAh
• 2501 mAh-3500 mAh
• Above 3500 mAh
Raw Materials Covered:
• Silicon Isotopes
• Silicon Compounds
• Silicon-Carbon Composites
• Other Raw Materials
Applications Covered:
• Electric Vehicles
• Consumer Electronics
• Medical Devices
• Energy Storage Systems
• Aerospace and Defense
• Industrial Applications
• Other Applications
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 Emerging Markets
3.8 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 Silicon Anode Battery Market, By Capacity
5.1 Introduction
5.2 Below 1500 mAh
5.3 1500 mAh-2500 mAh
5.4 2501 mAh-3500 mAh
5.5 Above 3500 mAh
6 Global Silicon Anode Battery Market, By Raw Material
6.1 Introduction
6.2 Silicon Isotopes
6.3 Silicon Compounds
6.3.1 Silicon Dioxide (Silica)
6.3.2 Silicon Oxide
6.3.3 Silicon Carbide (SiC)
6.3.4 Silicon Monoxide
6.3.5 Other Compounds
6.4 Silicon-Carbon Composites
6.5 Other Raw Materials
7 Global Silicon Anode Battery Market, By Application
7.1 Introduction
7.2 Electric Vehicles
7.3 Consumer Electronics
7.3.1 Smartphones
7.3.2 Laptops and Tablets
7.3.3 Wearable Devices
7.3.4 Other Consumer Electronics
7.4 Medical Devices
7.5 Energy Storage Systems
7.6 Aerospace and Defense
7.7 Industrial Applications
7.8 Other Applications
8 Global Silicon Anode Battery Market, By Geography
8.1 Introduction
8.2 North America
8.2.1 US
8.2.2 Canada
8.2.3 Mexico
8.3 Europe
8.3.1 Germany
8.3.2 UK
8.3.3 Italy
8.3.4 France
8.3.5 Spain
8.3.6 Rest of Europe
8.4 Asia Pacific
8.4.1 Japan
8.4.2 China
8.4.3 India
8.4.4 Australia
8.4.5 New Zealand
8.4.6 South Korea
8.4.7 Rest of Asia Pacific
8.5 South America
8.5.1 Argentina
8.5.2 Brazil
8.5.3 Chile
8.5.4 Rest of South America
8.6 Middle East & Africa
8.6.1 Saudi Arabia
8.6.2 UAE
8.6.3 Qatar
8.6.4 South Africa
8.6.5 Rest of Middle East & Africa
9 Key Developments
9.1 Agreements, Partnerships, Collaborations and Joint Ventures
9.2 Acquisitions & Mergers
9.3 New Product Launch
9.4 Expansions
9.5 Other Key Strategies
10 Company Profiling
10.1 Amprius Technologies
10.2 Sila Nanotechnologies
10.3 Enovix Corporation
10.4 Group14 Technologies
10.5 Nexeon Limited
10.6 XG Sciences
10.7 Enevate Corporation
10.8 Nanotek Instruments
10.9 OneD Material
10.10 Advano
10.11 BTR New Material Group Co. Ltd.
10.12 EIT InnoEnergy SE
10.13 Elkem ASA
10.14 E-magy
10.15 Hitachi Chemical Co., Ltd.
10.16 LeydenJar Technologies
10.17 Targray Technology International
10.18 Daejoo Electronic Materials Co., Ltd.
List of Tables
Table 1 Global Silicon Anode Battery Market Outlook, By Region (2022-2030) ($MN)
Table 2 Global Silicon Anode Battery Market Outlook, By Capacity (2022-2030) ($MN)
Table 3 Global Silicon Anode Battery Market Outlook, By Below 1500 mAh (2022-2030) ($MN)
Table 4 Global Silicon Anode Battery Market Outlook, By 1500 mAh-2500 mAh (2022-2030) ($MN)
Table 5 Global Silicon Anode Battery Market Outlook, By 2501 mAh-3500 mAh (2022-2030) ($MN)
Table 6 Global Silicon Anode Battery Market Outlook, By Above 3500 mAh (2022-2030) ($MN)
Table 7 Global Silicon Anode Battery Market Outlook, By Raw Material (2022-2030) ($MN)
Table 8 Global Silicon Anode Battery Market Outlook, By Silicon Isotopes (2022-2030) ($MN)
Table 9 Global Silicon Anode Battery Market Outlook, By Silicon Compounds (2022-2030) ($MN)
Table 10 Global Silicon Anode Battery Market Outlook, By Silicon Dioxide (Silica) (2022-2030) ($MN)
Table 11 Global Silicon Anode Battery Market Outlook, By Silicon Oxide (2022-2030) ($MN)
Table 12 Global Silicon Anode Battery Market Outlook, By Silicon Carbide (SiC) (2022-2030) ($MN)
Table 13 Global Silicon Anode Battery Market Outlook, By Silicon Monoxide (2022-2030) ($MN)
Table 14 Global Silicon Anode Battery Market Outlook, By Other Compounds (2022-2030) ($MN)
Table 15 Global Silicon Anode Battery Market Outlook, By Silicon-Carbon Composites (2022-2030) ($MN)
Table 16 Global Silicon Anode Battery Market Outlook, By Other Raw Materials (2022-2030) ($MN)
Table 17 Global Silicon Anode Battery Market Outlook, By Application (2022-2030) ($MN)
Table 18 Global Silicon Anode Battery Market Outlook, By Electric Vehicles (2022-2030) ($MN)
Table 19 Global Silicon Anode Battery Market Outlook, By Consumer Electronics (2022-2030) ($MN)
Table 20 Global Silicon Anode Battery Market Outlook, By Smartphones (2022-2030) ($MN)
Table 21 Global Silicon Anode Battery Market Outlook, By Laptops and Tablets (2022-2030) ($MN)
Table 22 Global Silicon Anode Battery Market Outlook, By Wearable Devices (2022-2030) ($MN)
Table 23 Global Silicon Anode Battery Market Outlook, By Other Consumer Electronics (2022-2030) ($MN)
Table 24 Global Silicon Anode Battery Market Outlook, By Medical Devices (2022-2030) ($MN)
Table 25 Global Silicon Anode Battery Market Outlook, By Energy Storage Systems (2022-2030) ($MN)
Table 26 Global Silicon Anode Battery Market Outlook, By Aerospace and Defense (2022-2030) ($MN)
Table 27 Global Silicon Anode Battery Market Outlook, By Industrial Applications (2022-2030) ($MN)
Table 28 Global Silicon Anode Battery Market Outlook, By Other Applications (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.