《可充电锂离子电池产业现状-2017版》
2017-07-22 13:27:19   来源:麦姆斯咨询   评论:0   点击:

锂离子电池已经逐渐成为许多应用的技术选择。到2022年,得益于20%的复合年增长率(CAGR),全球可充电锂离子电池市场预计将增长至591亿美元。传统的锂离子电池主要细分市场——消费类电子产品,已经被电动交通所取代,包括电动汽车、混合动力汽车、电动巴士、电动卡车等。

STATUS OF THE RECHARGEABLE LI-ION BATTERY INDUSTRY

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电动交通将如何重塑锂离子电池产业供应链?

2016~2022年期间,可充电锂离子电池市场将保持稳定的强劲增长,复合年增长率可达20%

2016~2022年锂离子电池市场预测

2016~2022年锂离子电池市场预测

锂离子电池已经逐渐成为许多应用的技术选择。到2022年,得益于20%的复合年增长率(CAGR),全球可充电锂离子电池市场预计将增长至591亿美元。传统的锂离子电池主要细分市场——消费类电子产品,已经被电动交通所取代,包括电动汽车、混合动力汽车、电动巴士、电动卡车以及电动自行车等。2022年,电动交通产业将占据可充电锂离子电池整体市场72%的市场份额。

锂离子电池主要类型及应用

锂离子电池主要类型及应用

根据Yole分析,2016~2022年期间,全球电池GWh需求量增长将超过400%。为了满足如此巨量的需求增长,需要在未来几年内建造更多的大型锂离子电池制造工厂。这为新进入的厂商带来了商机,使它们能够更容易的进入这个不断增长的市场,也将加速各种创新材料、设备及工艺的应用。锂离子产业或将因此和光伏产业一样,经历更快的技术沉淀,以及供应链重塑。

电动交通在为电池产业厂商带来机遇的同时,也为其它产业打开了大门

锂离子产业供应链中存在大量的市场机遇,从原材料开采到材料制备、电芯组件制造、电芯制造、电芯集成进入电池组以及最终的电池系统等。

锂离子电池制造过程

锂离子电池制造过程

电动交通应用需求的快速增长,意味着对于领先的电池制造商来说,原材料的获取和价格将成为焦点。本报告重点研究了这些材料及其主要供应商,还深入挖掘了作为原材料另一种来源的电池循环利用,以及二次利用电池,这能帮助降低新电池制造的需求,尤其是固定电池组应用。

锂离子电池供应链商机

锂离子电池供应链商机

锂离子电池产业的重心已经从消费类应用转向了电动交通,这需要不同特性的电池。一个案例便是电池的正极材料,LiCoO2(LCO,钴酸锂)主要应用于消费类电子产品,过去一直是最主要的锂离子电池正极材料。如今,应用最多的正极材料已经成为LiNiMnCoO2(NMC,镍钴锰三元正极材料),它能够更好的匹配广大的电动汽车/混合动力汽车市场,以及大部分其它应用。因此,材料供应商和电芯制造商如今都开始专注于NMC技术。那些拥有专利和专有技术的厂商,得以通过尽早获得市场地位而更快地提升市场营收。相似的趋势预计也将发生在电池隔膜材料领域,目前的趋势是陶瓷隔膜,它能提供更好的热稳定性、阳极及电解液。

电动汽车/混合动力汽车推动锂离子电池产业的创新

电动汽车/混合动力汽车推动锂离子电池产业的创新

电芯和电池组制造也需要进一步的创新。根据本报告,材料成本和设备折旧占据了大部分的电芯成本。新的材料、设备和工艺正从化学、微电子、功率电子和其它产业引入电池产业,为这些产业的老牌技术领导者带来了商机。Manz、F&D Delvotec以及Schunk Sonosystems等厂商已经为电池制造开发了专用设备。

锂离子电池发展趋势

锂离子电池发展趋势

引线键合、超声键合、激光加工以及其它技术厂商,通过提供高速、高度自动化的电芯和电池组制造设备和工艺,也将接踵而至。

锂离子供应链将显著改变

作为锂离子电池市场的主导应用,电动交通将驱动电池技术的发展,并重塑锂离子电池供应链。电动汽车/混合动力汽车是新入局厂商和老牌厂商关注的主要应用市场,但是其它应用的关注度也在不断提高,如电动自行车、电动巴士以及电动叉车等。

许多小型厂商和新入局者,正尝试通过专注于非主流或需要特种电池的细分领域,来减少竞争

许多小型厂商和新入局者,正尝试通过专注于非主流或需要特种电池的细分领域,来减少竞争

随着新锂离子电池市场的成熟,供应链将逐渐提高垂直和横向整合。本报告详细分析了不同的整合驱动因素和主要趋势,并提供了合作、并购案例。较高的电池材料成本和不断提高的电池价格压力,正推动一些电芯制造商通过朝电芯材料制造方向的垂直整合,寻求更高的利润空间。其它公司正垂直整合电池组应用,以提供完整的产品解决方案。横向整合确保了电芯制造商在不同市场的销售额,使它们的业务免受日益激烈的市场竞争影响。

锂离子电池供应链

锂离子电池供应链(部分)

BYD(比亚迪)、Tesla(特斯拉)、Daimler(戴姆勒)以及Nissan(日产)等电动汽车/混合动力汽车制造商,已经进入了固定电池存储市场。BYD和Daimler也在重点发展其它电动交通应用,如电动巴士和电动卡车。随着固定电池存储业务的成熟,我们预计锂离子电池产业将像光伏产业一样,会进行更深入的垂直整合。

报告中涉及的部分公司:3M, A123 Systems, ABB, Akasol, Albermarle, Asahi Kasei, ATL, Aoyu Graphite Group, BASF, Bitrode, BMW, BMZ, Bosch, BTR, BYD, CALB, CATL, China Baoan Group, Daikin, Daimler, Digatron, DNP, Dongguan HONBRO Li-ion Battery Equipment Technology Co., Ltd., E-One Moli Energy, Electrovaya, F&K Delvotec, Dow, Dynapower, FDK, Festo, FMC, Freudenberg, Focus Graphite, Freeport-McMoran, Furukawa Electric, Glencore, GS Yuasa, Henan Kelong New Energy, Hioki, Hitachi, Hitachi Chemical, Huayou Cobalt, IF, Ingeteam, JFE, Johnson Matthey, Kanto Denka Kogyo, Kokam, Kulicke & Soffa, Leclanché, LG Chem, Lishen, Litarion, M+W, Maison Graphite, Maccor, Manz, Mitsubishi Chemical, Mitsubishi Motors, Mitsui Chemical, Morita, NEC Energy Solutions, Nichia, Nippon Carbon, Nippon Chemical Corporation, Nippon Denko, Nissan, Northern Graphite, Panasonic, Parker, Red Fairy, Saft, Samsung SDI, SEC Crabon, Scud, SGL Group, SK, Schneider Electric, Schunk Sonosystems, Showa Denko, Senior, SK Innovation, SMA, Sonnen, SONY, Sovema, SQM, Stella, Sumitomo Chemical, Sumitomo Metal Mining (SMM), Sungrow, Sunstone, Tanaka Chemical Corporation, Targray, Tektronix, Tesla, Toda Kogyo, Toppan, Toray, Toshiba, Total, Toyota, UACJ, UBE, Umicore, Wanxiang...

报告目录:

Introduction

Executive summary

Lithium-ion battery market
> Market forecast methodology
> Main Li-ion battery applications
> 2016 – 2022 Li-ion battery cell demand for consumer electronics (GWh)
> 2016 – 2022 Li-ion battery cell market value for consumer electronics ($M)
> 2016 – 2022 Li-ion battery cell demand for e-mobility (GWh)
> 2016 – 2022 Li-ion battery cell market value for e-mobility ($M)
> 2016 – 2022 Li-ion battery cell demand for stationary battery energy storage applications (GWh)
> 2016 – 2022 Total Li-ion battery cell demand (GWh)
> 2016 – 2022 Li-ion battery cell market value for stationary battery energy storage applications ($M)
> 2016 – 2022 Total Li-ion battery cell demand (GWh)
> 2016 – 2022 Total Li-ion battery cell market value ($M)

Li-ion battery cost
> 2016 – 2022 Evolution of battery cell average selling price
> Comparison of EV battery cell costs for different chemistries
> Li-ion battery cell cost breakdown and bill of materials Li-ion battery applications
> Consumer electronics
> Electric mobility
> Stationary battery energy storage

Li-ion battery cell technologies
> Comparative table of different Li-ion battery cells
> Comparative graph of energy densities of different Li-ion battery cells
> Which Li-ion battery type for which application?
> Growing interest in NMC battery cells
> Main Li-ion battery cell formats
> Battery cell format and cell cooling
> Li-ion cell energy capacity for different cell formats
> Battery pack voltage and energy capacity per application

Li-ion battery manufacturing and testing
> Manufacturing process flow for Li-ion battery cells and packs
> Battery cell/module/pack characterization/testing steps

Raw material availability
> Potentially critical raw materials for Li-ion batteries: lithium, cobalt, graphite
> Factors influencing raw material impact on LIB market and supply chain

Second life battery and recycling

Technology trends in Li-ion batteries
> Main trends in Li-ion battery industry
> How smartphones drive the technology innovations in Li-ion batteries
> How EV/HEV drive the technology innovations in Li-ion batteries
> Technology trends - battery cell formats, cell type, cathode
> Application trends – cell type
> Cell cathode material share evolution
> Technology trends – anode
> Separator – overview
> Technology trends – separator and electrolyte
> Solid state battery – new electrolyte type, no separator
> Global battery cell trends
> Global Li-ion battery cell trends
> Battery pack trends
> Why go to 800V battery pack voltage?
> Four main axes of Li-ion battery cell development

Li-ion battery supply chain, partnerships and business models
> Li-ion battery raw material suppliers – graphite, cobalt and lithium
> Li-ion battery component suppliers – anode, cathode and electrolyte
> LIB separator developers and manufacturers
> Market shares of the leading LIB separator suppliers
> Li-ion battery component suppliers – other
> Battery cell manufacturers
> Tentative market shares of the top ten Li-ion battery cell manufacturers
> Battery pack manufacturers
> Battery cell manufacturers, split per cell chemistry and cell format
> Li-ion battery manufacturing and testing equipment suppliers
> Companies involved in Li-ion battery recycling
> What are the origins of battery players and how did they evolve?
> Automotive players entering stationary battery electricity storage market
> Supply chain reshaping – focus on non-mainstream applications
> Li-ion battery supply chain relationships: from mining to cell and from cell to system
> Stationary battery applications supply chain overview
> EV/HEV Li-ion battery supply chain relationships
> Stationary Li-ion battery supply chain relationships
> Li-ion battery supply chain mergers and acquisitions: from mining to cell and from cell to system
> Synergies create new opportunities for partnerships and integration
> Synergies between EV/HEV and batteries
> Integration trends within the Li-ion battery value chain
> How to avoid to being squeezed between high input costs and low cell prices?

Conclusion

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相关热词搜索:锂离子电池 可充电电池 锂电池

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