Core Viewpoint - The sodium-ion battery market is experiencing significant growth, with hard carbon as the mainstream anode material, driven by advancements in technology and increasing demand for energy storage solutions [2][13][18]. Market Size and Growth - The global market for hard carbon used in sodium-ion batteries is projected to reach $610 million by 2031, with a compound annual growth rate (CAGR) of 31.9% over the coming years [2]. - In 2023, the top four manufacturers accounted for approximately 77.0% of the market share [6]. Application and Product Segmentation - Energy storage is the primary demand source, representing about 91.5% of the market [8]. - Biobased hard carbon is the largest downstream market segment, holding approximately 75.8% of the share [10]. Industry Development Trends - The Chinese market is regaining vitality, with increased investments in sodium battery technology due to the high prices of lithium carbonate in 2022, followed by a decline in interest as prices fell [13]. - Technological advancements in hard carbon materials allow for better sodium storage and faster charging capabilities, enhancing the safety and application range of sodium-ion batteries [14]. - The diversity of hard carbon precursor routes is crucial, with biobased materials like coconut shells showing rapid industrial development, although supply chain stability and cost remain challenges [15][17]. Driving Factors - The growing demand for energy storage solutions, particularly in grid storage and renewable energy integration, positions sodium-ion batteries as a favorable choice due to their safety and cost-effectiveness [18]. - Government policies and incentives, especially in China, are prioritizing the development of sodium-ion batteries, with leading companies like CATL and HiNa Battery at the forefront [18][19]. Industry Limitations - The supply chain for hard carbon remains immature, with limited manufacturers capable of producing high-quality hard carbon at scale [21]. - Material quality can be inconsistent due to variations in biomass sources and pyrolysis methods [22]. - High initial investment costs for dedicated silicon anode production lines pose a barrier, despite compatibility with lithium-ion battery manufacturing [23]. - The potential for further price declines in hard carbon is limited as competition increases and commercialization progresses [24].
全球钠离子电池用硬碳市场生产商排名及市场占有率
QYResearch·2025-05-30 09:24