<2026> SIBs Technology Development
Trends and Market Forecast (~2035)
While lithium-ion batteries (LIBs) have driven the era
of electric vehicles and mobile devices, the market is now shifting its
attention to alternative technologies that can meet cost, safety, and
supply-chain risks simultaneously. In this context, sodium-ion batteries (SIBs)
are rapidly emerging as a strong next-generation option.
Sodium-ion batteries leverage abundant sodium resources
instead of lithium, offering advantages in raw material procurement, while also
providing competitive strengths in safety and low-temperature performance. In
addition, sodium-ion and lithium-ion batteries share similar manufacturing
processes, enabling the use of idle facilities and existing supply chains,
which could accelerate commercialization. Furthermore, once mass production
scales up, strengthened cost competitiveness could expand market penetration.
The ESS (energy storage system) sector is the most
likely initial deployment market for sodium-ion batteries. Compared with
electric vehicles, ESS requires relatively lower energy density, while price
competitiveness, safety, and cycle life are the key attributes—areas where
sodium-ion batteries demonstrate strong alignment. Their application is also
expected to expand into the e-bike and xEV segments thereafter.
Although sodium-ion battery performance is determined
by all four major components—cathode, anode, separator, and electrolyte—the
core of current development competition lies in the cathode. The cathode
presents a clear trade-off between capacity (energy density) and stability
(cycle life and safety), making the balance between these factors the key
challenge for commercialization. The process conversion and material
improvements of existing lithium-ion cathode manufacturers could accelerate the
development of sodium-ion battery cathodes.
The current supply chain and manufacturing capacity for
sodium-ion batteries are centered in China, which limits the possibility of
reducing dependence on China in the short term. However, policy trends such as
the U.S. IRA and Europe’s regulatory stance toward Chinese materials and
products could present an opportunity to lead supply chain restructuring. With
the ESS market expanding, the present moment is a critical timing to accelerate
sodium-ion battery supply and to establish an early position in the ecosystem.
This report aims to analyze technology trends and
market prospects for sodium-ion batteries, covering material and technology
developments, market scenarios through 2035, and key players and supply chains.
It examines the latest research status of core materials, identifies
improvement areas for each material, and assesses which sectors sodium-ion
batteries can penetrate in the secondary battery market—expected to continue
growing through 2035—and to what extent they may achieve market penetration. In
addition, the report outlines the current status of material and battery
manufacturers to evaluate trends among sodium-ion battery companies.
<Contents>
1.
Introduction
1.1 History
of Battery Development
1.1.1
Introduction of Secondary Batteries
1.1.2
Lead-Acid Battery
1.1.3
Nickel–Metal Hydride Battery (Ni-MH Battery)
1.1.4
Nickel–Cadmium Battery
1.1.5
Lithium-Ion Battery (Li-ion Battery)
1.2
Improvements in Lithium-Ion Batteries
2.
Sodium-Ion Batteries (SIBs)
2.1
Overview of Sodium-Ion Batteries
2.1.1
Operating Principles of SIBs
2.1.2
Performance Comparison: LIBs vs. SIBs
2.2
Advantages of SIBs
2.3 Areas
for Improvement in SIBs
2.3.1
Electrochemical Improvements
2.3.2
Market-Related Improvements
2.4
Manufacturing Process of SIBs
3. Cathode
Materials for Sodium-Ion Batteries
3.1
Overview of Cathode Materials
3.1.1
Introduction to Cathode Materials
3.1.2
Comparison of Cathode Material Structures and Electrochemical Properties
3.2 Types
of Cathode Materials
3.2.1
Layered Oxides
3.2.2
Polyanion Compounds
3.2.3
Prussian Blue Analogues (PBAs)
3.2.4
Prussian White (PW)
3.3 Cathode
Material Synthesis Methods
3.3.1
Layered Oxides
Solid-State
Method
Coprecipitation
Method
3.3.2
Polyanion Compounds
Sol-Gel
Method
Solid-State
Method
Hydrothermal
Synthesis
Organic
Acid Dissolution
Mechanochemical
Synthesis
Spray-Drying
3.3.3
Prussian Blue Analogues (PBAs)
Co-Precipitation
Electrodeposition
Method
Hydrothermal
Synthesis
3.4 Key
Patents by Cathode Material
3.5 Latest
Trends in Cathode Materials
3.5.1
Latest Trends by Cathode Material Type
3.5.2
Layered Oxides
3.5.3
Polyanion Compounds
3.5.4
Prussian Blue Analogues (PBAs)
3.5.5
All-Solid-State Sodium-Ion Batteries
4. Anode
Materials for Sodium-Ion Batteries
4.1
Overview of Anode Materials
4.2 Types
of Anode Materials
4.2.1
Intercalation Type
4.2.2
Organic Compounds
4.2.3
Conversion Reaction Type
4.2.4
Alloying Type
4.2.5
Conversion–Alloying Type
4.3 Anode
Material Synthesis Methods
4.3.1
Intercalation Type
Hard
Carbon
Soft
Carbon – Hina Battery
Soft
Carbon – Sinopec
Ti-Based
Oxides – Sol-Gel
Ti-Based
Oxides – Solvothermal
Ti-Based
Oxides – Solid-State
4.3.2
Conversion Reaction Type
Phosphides
– Mechanical Milling
Fe₂O₃ –
Precipitation
MoS₂ –
Hydrothermal
Sulfides
– Hydrothermal
Metal
Selenides – Hydrothermal
Metal
Selenides – Gas-Phase Selenization
4.3.3
Alloying Type
Replacement
4.3.4
Conversion–Alloying Type
Selenides
– Solvothermal
Selenides
– Carbon-Coated SnSe
Sn₄P₃ –
Solvothermal
Sulfides
– Solvothermal
Sulfides
– Solid-State
4.4 Key
Patents by Anode Material
4.5 Latest
Trends in Anode Materials
4.5.1
Intercalation Type
4.5.2
Organic Compounds
4.5.3
Conversion Reaction
4.5.4
Alloying Materials
4.5.5
Conversion–Alloying Materials
5.
Electrolytes for Sodium-Ion Batteries
5.1
Overview of Electrolytes
5.1.1 Role
of Electrolytes
5.1.2 Key
Evaluation Criteria for Electrolytes
5.1.3
Electrolyte Solvents
5.2 Types
of Electrolytes
5.2.1
Organic Electrolytes
5.2.2 Ionic
Liquid Electrolytes
5.2.3
Aqueous Electrolytes
5.2.4
Inorganic Solid Electrolytes
5.2.5 Gel
Polymer Electrolytes
5.2.6
Hybrid Electrolytes
5.3
Electrolyte Synthesis Methods
5.3.1
Liquid Electrolyte Synthesis
5.3.2 Solid
Electrolyte Synthesis
5.4 Key
Patents by Electrolyte Material
5.5 Latest
Trends in Electrolytes
5.5.1
Organic Electrolytes
5.5.2 Gel
Polymer Electrolytes
5.5.3
Inorganic Solid Electrolytes
5.5.4 Ionic
Liquid Electrolytes
6.
Separators for SIBs
6.1
Overview of Separators
6.2 Types
of Separators
6.2.1
Polyolefin Composite Separators
6.2.2
Nonwoven Separators
6.3
Separator Synthesis Methods
6.3.1
Polyolefin Composite Separators
6.3.2
Nonwoven Separators
6.3.3
Organic–Inorganic Composite Separators
6.4 Key
Patents by Separator Material
6.5 Latest
Trends in Separators
7. SNE
Insight_ Technology
7.1 Issues
by SIB material type
7.1.1
Cathode Material Improvements
Layered
Oxides
PBAs
Polyanion
Compounds
7.1.2 Anode
Material Improvements
Intercalation
Type
Organic
Materials
Conversion
& Alloying Type
7.1.3
Electrolyte Improvements
7.1.4
Separator Improvements
7.2 SIB
Development Direction
7.2.1
Characteristics and Applications of SIBs
7.2.2
Development Direction of SIBs
8.
Sodium-Ion Battery Price Outlook
8.1 SIB
Price Analysis
8.1.1 SIB
Price BOM
8.2 SIB
Price Outlook Through 2035
8.3
Comparison of SIB and LFP Cell Prices by Scenario
9.
Sodium-Ion Battery Market Status and Outlook
9.1
Secondary Battery Market Outlook
9.1.1
Global Mid- to Long-Term Secondary Battery Market Outlook
9.2
Industry Penetration Analysis of SIBs
9.3 SIB
Demand Outlook by Scenario
9.3.1 SIB
Demand Outlook Under an Optimistic Scenario
9.3.2 SIB
Demand Outlook Under a Conservative Scenario
9.4 SIB
Market Share Outlook
9.4.1 EV
Demand Analysis
9.4.2
Optimistic Scenario
9.4.3
Pessimistic Scenario
9.4.4
E-Bike Market Outlook
9.4.5
E-Bike Penetration Analysis (Optimistic)
9.4.6
E-Bike Penetration Analysis (Pessimistic)
9.4.7 ESS
Market Outlook
9.4.8 ESS
Penetration Analysis (Optimistic)
9.4.9 ESS
Penetration Analysis (Pessimistic)
10. SIB
Supply Chain Status
10.1
Overview of the Supply Chain
10.2 Supply
Chain – Battery Manufacturers
10.2.1 SIB
Production Capacity
10.2.2 SIB
Battery Supply Scenarios
10.3 Supply
Chain – Cathode Materials
10.3.1
Characteristics and Key Players by SIB Cathode Type
10.3.2
Outlook for SIB Cathode Production Capacity
10.4 Supply
Chain – Anode Materials
10.4.1
Characteristics and Key Players by SIB Anode Type
10.4.2
Outlook for SIB Anode Production Capacity
10.5 Supply
Chain – Electrolytes
10.5.1
Characteristics and Key Players by SIB Electrolyte Type
10.5.2
Outlook for SIB Electrolyte Production Capacity
11. SIB
Company Development Status
11.1
Battery Manufacturers
11.1.1 CATL
11.1.2 Hina
Battery (Institute of Physics, CAS)
11.1.3
Huana New Energy (Shandong Huana New Energy)
11.1.4
ZOOLNASM
11.1.5
Lifun
11.1.6
Transimage (TIC)
11.1.7
VEKEN
11.1.8 DFD
11.1.9
Great Power
11.1.10 BYD
11.1.11
Weifang Energy
11.1.12
NTEL
11.1.13
Energy 11
11.1.14
Nippon Electric Glass
11.1.15 NGK
INSULATORS
11.1.16
TIMAT
11.1.17
Peak Energy
11.1.18
Indi Energy
11.1.19
Reliance Industries Ltd.
11.2
Materials Manufacturers
11.2.1
Aekyung Chemical
11.2.2
Freeone
11.2.3
EcoPro BM
11.2.4
Enchem
11.2.5 BTR
11.2.6 SQ
Group
11.2.7
Malion
11.2.8
Ronbay
11.2.9 ZEC
11.2.10
Kuraray
11.2.11
Altris
12.
Conclusion and Implications
12.1
Conclusion
12.2 Implications