サマリー
この調査レポートは電気自動車向け電池(EV用電池）とその材料市場を調査・分析しています。
主な掲載内容 (目次より抜粋)
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概説
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世界の電気自動車（電動車両）と電気自動車用電池の市場展望
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中国の電気自動車（電動車両）と電気自動車用電池の市場展望
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極材料分析
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世界の陽極、電解質、セパレータ材料分析
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中国の陽極、電解質、セパレータ材料分析
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サプライヤの企業情報と戦略
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電池サプライヤの企業情報と戦略
With more automakers aiming to market cheaper, longer-range plug-in cars, demand for lithium-ion automotive batteries rose sharply in 2017. Unfortunately, high costs of lithium-ion battery cells have been one of the main hindrances to large-scale electric-car adoption, as they typically lead to higher purchase prices for electric cars than comparable internal-combustion models. Because of improved chemistry, manufacturing processes and economies of scale, average electric-car battery costs continue to decline. Markets are forecast for each of the types of batteries and materials, as well as for end applications ? Electric Vehicles. Market shares by supplier for each sector ? cathode, anode, separator, and electrolytes are presented.
目次
Table of Contents
Chapter 1 Introduction 1-1
Chapter 2 Global EV and EV Battery Market Outlook 2-1
2.1 EV Market 2-1
2.2 EV Batteries 2-4
2.2.1 EV Battery Market Forecast 2-4
2.2.2 EV Battery Energy Density 2-12
2.2.3 EV Battery Cell Price 2-12
2.2.4 EV Battery Market Share 2-16
2.2.5 Rise of China 2-20
2.2.5.1 Aggressive EV Battery Expansion 2-20
2.2.5.2 Chinese Battery Technology 2-24
2.2.6 Future Batteries 2-28
2.2.6.1 Lithium-air (Li-air) 2-28
2.2.6.2 Lithium-metal (Li-metal) 2-29
2.2.6.3 Solid-State Lithium 2-30
2.2.6.4 Lithium-sulfur (Li-S) 2-32
2.2.6.5 Sodium-ion (Na-ion) 2-34
Chapter 3 Chinese EV and EV Battery Market Outlook 3-1
3.1 China EV Market 3-1
3.2 China EV Batteries 3-4
3.2.1 China EV Battery Market Forecast 3-4
3.2.2 Rise of China 3-7
3.2.2.1 Aggressive EV Battery Expansion 3-7
3.2.2.2 Chinese Battery Technology 3-13
3.2.2.3 EV Battery Overcapacity 3-27
Chapter 4 Cathode Material Analysis 4-1
4.1 Introduction 4-1
4.1.1 Cathode Material Costs 4-1
4.1.2 Cathode Materials And Battery Types 4-4
4.1.2.1 LCO (Lithium Cobalt Oxide) Cathodes 4-7
4.1.2.2 NCM (Nickel Cobalt Manganese) Cathodes 4-12
4.1.2.3 LMO (Lithium Manganese Oxide) Cathodes 4-16
4.1.2.4 LFP (Lithium Iron Phosphate) Cathodes 4-20
4.1.2.5 NCA (Nickel Cobalt Aluminum) Cathodes 4-23
4.2 Lithium 4-26
4.2.1 Lithium Prices 4-26
4.2.2 Lithium Supply/Demand 4-27
4.2.3 Top Lithium-Producing Countries 4-33
4.2.4 Top Lithium-Producing Producers 4-38
4.3 Cobalt 4-44
4.3.1 Cobalt Prices 4-44
4.3.2 Cobalt Supply/Demand 4-47
4.3.3 Top Cobalt-Producing Countries 4-55
4.3.4 Top Cobalt-Producing Producers 4-60
4.4 Nickel/Manganese 4-64
Chapter 5 Global Anode, Electrolyte, And Separator Material Analysis 5-1
5.1 Overview 5-1
5.2 Global Anode Market 5-3
5.3 Global Separator (Membrane) Market 5-9
5.4 Global Electrolytes Market 5-15
Chapter 6 China Anode, Electrolyte, And Separator Material Analysis 6-1
6.1 Overview 6-1
6.2 China Anode Market 6-3
6.3 China Separator (Membrane) Market 6-9
6.4 China Electrolytes Market 6-11
Chapter 7 Supplier Profiles and Strategies 7-1
7.1 Aekyung Chemical 7-1
7.2 Aleees 7-1
7.3 Asahi Kasei 7-3
7.4 B&M 7-5
7.5 BASF 7-5
7.6 BTR New Energy Materials 7-7
7.7 BNE 7-8
7.8 Cangzhou Mingzhu 7-8
7.9 Central Glass 7-9
7.10 Do-Fluoride Chemical 7-9
7.11 Easpring 7-10
7.12 Ecopro 7-11
7.13 Foshan Jinhui Hi-tech Optoelectronic Material 7-12
7.14 Guangzhou Tinci Materials Technology 7-12
7.15 Guotai-Huarong 7-13
7.16 Hitachi Chemical 7-14
7.17 Huiqiang New Energy 7-15
7.18 Hunan Changyuan Lico 7-15
7.19 Idemitsu Kosan 7-15
7.20 JFE Chemical 7-16
7.21 Johnson Matthey 7-17
7.22 Kureha 7-18
7.23 L&F 7-19
7.24 Mingzhu 7-19
7.25 Mitsubishi Chemical 7-20
7.26 Nichia 7-20
7.27 Ningbo Jinhe New Materials 7-21
7.28 Posco 7-21
7.29 Pulead Technology Industry 7-22
7.30 Reshine 7-22
7.31 Shenzhen Senior Technology 7-23
7.32 ShanShan 7-23
7.33 Shenzhen Capchem Technology 7-24
7.34 SK Innovation 7-24
7.35 Shinzoom 7-25
7.36 Sinuo 7-25
7.37 Soulbrain 7-26
7.38 Stella Chemifa 7-26
7.39 Sumitomo Metal Mining 7-28
7.40 Tanaka Chemical 7-29
7.41 Tangray 7-29
7.42 Teijin 7-30
7.43 Toray Battery 7-31
7.44 Ube Industries 7-31
7.45 Umicore 7-31
7.46 W-Scope 7-32
7.47 Xiamen Tungsten 7-33
7.48 Xinxiang Zhongke Science and Technology 7-33
7.49 XTC New Energy Materials 7-34
7.50 Zeto 7-34
7.51 Zhuhai Smoothway Electronic Materials 7-35
7.52 Zichen 7-35
Chapter 8 Battery Company Profiles and Strategies 8-1
8.1 AESC 8-1
8.2 BYD 8-2
8.3 Beijing National Battery Technology 8-3
8.4 CALB 8-3
8.5 Camel Group Co 8-4
8.6 CATL 8-4
8.7 Cham Battery Technology Co 8-5
8.8 Chaowei Power Holdings Limited 8-5
8.9 CITIC Guo’An Mengguli (MGL) 8-5
8.10 CNSG Anhui Hong Sifang Co 8-6
8.11 Coslight 8-6
8.12 DLG Power Battery 8-6
8.13 Do-Fluoride (Jiaozuo) New Energy Technology 8-6
8.14 EVE Energy Co., Ltd. 8-7
8.15 Farasis Energy (Ganzhou) Co., Ltd. 8-7
8.16 First New Energy Co. Ltd 8-7
8.17 Great Power Energy Technology Co., Ltd 8-8
8.18 Guoxuan Hi-Tech 8-8
8.19 Harbin Coslight Power Co., Ltd. 8-9
8.20 Henan Lithium Power Source Co 8-10
8.21 Henan Xintaihang 8-10
8.22 Highstar Battery 8-10
8.23 Huanyu New Energy Technology Co., Ltd. 8-10
8.24 Hunan Copower EV Battery Co., Ltd 8-10
8.25 Jiangsu Tenpower 8-11
8.26 Jiangsu Zhihang New Energy Co., Ltd. 8-11
8.27 Kokam Co., Ltd 8-11
8.28 LG Chem 8-12
8.29 Lithium Energy Japan 8-14
8.30 Mcnair New Energy Co., Ltd 8-14
8.31 Melsen Power 8-14
8.32 Microvast Power Systems Co., Ltd. 8-14
8.33 Narada Power Source Co., Ltd. 8-15
8.34 Ningbo CRRC New Energy Technology Co., Ltd. 8-15
8.35 NorthVolt 8-15
8.36 OptimumNano 8-16
8.37 Panasonic 8-16
8.38 Plylion Battery Co., Ltd. 8-17
8.39 Primearth EV Energy Co., Ltd. 8-17
8.40 Samsung SDI 8-18
8.41 Shandong Forever New Energy 8-20
8.42 Shandong Hengyu New Energy 8-20
8.43 Shanghai CENAT New Energy Co., Ltd. 8-21
8.44 Shenzhen BAK 8-21
8.45 Sinopoly Battery 8-21
8.46 Sinowatt 8-22
8.47 SK Innovation 8-22
8.48 Skyrich Power Co., Ltd. 8-23
8.49 Supreme Power Systems Co., Ltd. 8-23
vii
8.50 Suzhou Youlion Battery Inc. 8-23
8.48 Tianjin EV Energies Co., Ltd. (JEVE) 8-21
8.49 Tianjin Lishen Battery Joint-Stock Co., Ltd. 8-22
8.50 Tianneng Power 8-22
8.51 TerraE 8-23
8.52 Tesla
8.53 Tianjin EV Energies Co., Ltd. (JEVE) 8-24
8.54 Tianjin Lishen Battery Joint-Stock Co., Ltd. 8-25
8.55 Tianneng Power 8-25
8.56 Wanxiang-A123 8-25
8.57 Wina Power 8-26
8.58 Wuhu ETC Battery Limited 8-26
8.60 Zhongdao Energy Co., Ltd. 8-27
8.61 Zhuhai Yinlong New Energy Co., Ltd. 8-27
8.62 Zhuoneng New Energy 8-27
8.63 Zibo Guoli 8-27
8.64 ZTT Energy Storage Technology Co., Ltd. 8-28
List of Tables
2.1 Global EV Market Forecast 2.3
2.2 Global EV Battery Makers 2-6
2.3 Summary Table of Lithium-Based Batteries 2-14
2.4 EV Battery Breakdown by Company and EV Model 2-15
2.5 Shipment Forecast of EV Battery by Region 2-19
2.6 Outlook for EV/PHEV Sales 2-21
2.7 Summary Table of Future Batteries 2-35
3.1 Best Selling Chinese Electric Vehicles 3-3
3.2 China Battery Demand By Type 3-5
3.3 China Personal Vehicle EV Battery Output By Type 3-17
3.4 China EV Battery Output By Vehicle Type 3-18
3.5 China Personal Vehicle EV Battery Shipments By Shape 3-21
3.6 China Personal Vehicle EV Battery Shipments By Density 3-22
3.7 China Personal Vehicle EV Battery Shipments By Customer 3-25
4.1 Major Lithium Metal Oxides Used In Cathodes 4-5
4.2 Cathode Material Characteristics 4-6
4.3 Lithium Cobalt Oxide (LCO) Properties 4-10
4.4 Lithium Nickel Manganese Cobalt Oxide Properties 4-14
4.5 Lithium Manganese Oxide Properties 4-18
4.6 Lithium Nickel Cobalt Aluminum Oxide Properties 4-24
4.7 Lithium Production and Reserves by Country 4-32
4.8 Amount Of Cobalt Per Battery For Different Devices 4-52
4.9 Cobalt Mine Production by Country 4-54
5.1 Material Revenue Forecast 5-2
5.2 Properties and Suppliers of Anode Materials 5-5
5.3 Characteristics and Suppliers of Separators 5-11
6.1 Material Revenue Forecast 6-2
List of Figures
2.1 EV Battery Market Forecast by Vehicle Type 2-8
2.2 EV Battery Market Forecast (MWh) 2-9
2.3 Battery Market by Application 2000 2-10
2.4 Battery Market by Application 2015 And 2025 2-11
2.5 EV Battery Density by Type 2-13
2.6 EV Battery Market Share by Manufacturer 2-17
2.7 EV Battery Shipments 2017 and 2018 2-18
2.8 EV Battery Manufacturer Capacity by Region 2-22
2.9 China EV Battery Shares 2-25
2.10 China EV Battery Shares ? NCM 2-26
2.11 China’s EV Battery Output by Type 2-27
2.12 Comparison Between a Conventional and All-Solid-State LIB 2-31
2.13 Comparison Between a Conventional and Metal Polysulfide LIB 2-33
3.1 China EV Battery Demand 3-6
3.2 China EV Battery Manufacturers 3-10
3.3 China NEV Battery Shares (Personal/Commercial) 3-11
4.4 China Personal EV Battery Shares 3-12
3.5 China Personal Vehicle EV Battery Output By Type 3-14
3.6 China EV Battery Shares ? LFP 3-15
3.7 China EV Battery Shares ? NCM 3-16
3.8 China Personal Vehicle EV Battery Output By Shape 3-20
3.9 China Personal Vehicle EV Battery Output By Density 3-23
3.10 China Personal Vehicle EV Battery Output By Type 3-24
4.1 Li Battery Materials Cost Breakdown 4-2
4.2 Cathode Materials Market Share by Type 4-7
4.3 LCO Market Share by Material Supplier 4-11
4.4 NCM Market Share by Material Supplier 4-15
4.5 LMO Market Share by Material Supplier 4-19
4.6 LFP Market Share by Material Supplier 4-22
4.7 NCA Market Share by Material Supplier 4-25
4.8 Lithium Prices 2009-2018 4-28
4.9 Lithium Supply by Country ? 2017 4-29
4.10 Lithium Supply by Country ? 2025 4-30
4.11 Lithium Supply by Country ? 2014-2025 4-31
4.12 Cobalt 1-Year Price Graph 4-45
4.13 Cobalt 5-Year Price Graph 4-46
4.14 Cobalt Supply/Demand 4-49
4.15 Cobalt Demand by Application 4-50
4.16 Cobalt Components by Battery Type 4-53
4.17 Nickel 5-Year Price Graph 4-65
4.18 Manganese 5-Year Price Graph 4-66
5.1 Anode Materials Market Share by Type 5-4
5.2 Market Shares of Anode Materials Suppliers 5-8
5.3 Market Shares of Separator Materials Suppliers 5-12
5.4 Wet Vs Dry Separator Forecast for EV Batteries 5-13
5.5 Global Demand for Separators for Automotive 5-14
5.6 Market Shares of Electrolyte Materials Suppliers 5-18
6.1 China Anode Materials Market Share by Type 6-4
6.2 China Market Shares Of Artificial Graphite Suppliers 6-5
6.2 China Market Shares Of Natural Graphite Suppliers 6-6
6.4 China Market Shares Of Wet Separator Materials Suppliers 6-8
6.5 China Market Shares Of Dry Separator Materials Suppliers 6-9
6.6 China Separator Shipment Breakdown By Type 6-10
6.7 China Market Shares Of Electrolyte Materials Suppliers 6-12
