鋰離子電池及消費者、替代能源車輛（HEV、PHEV、EV）、儲電應用：技術、市場、競合企業、市場機會分析及預測（2010-2020年）

1970年首度發表，1990年以商業規模開發至今，鋰離子電池市場於2010年以110億美金規模成長，預計2020年將可達430億美金成績 。產業別中，雖獨占消費者市場，但今後油電混合車（HEV）、插電式油電混合車（PHEV）、電動車（EV）、能源儲存系統 （ESS）等應用將會成為新的成長動力。

本報告為，調查分析全球鋰離子電池主要之應用市場，並匯整各種電動車（HEV、PHEV、EV）、能源儲存系統 （ESS）、消費者市場之主要趨勢、應用別市場規模預測（∼2020年）、主要製造商收益及製造容量、價格趨勢、主要企業簡介等，以下列摘要形式闡述。

實施概要

簡介

鋰離子電池技術

鋰離子電池市場

• 市場概要
• xEV之高價值主張使收益更有展望
• 主要LiB製造商享有優勢
• 日本/韓國/中國製造商之比較
• 股價趨勢及評估
• 消費者用鋰離子電池
• 主要趨勢
• 最終需求恢復的比預料中穩定
• 韓國企業：預計可在棱柱形鋰離子電池市場中增加市場佔有率
• 圓柱型鋰離子電池市場價格競爭更為激烈
• 聚合物（高分子化合物）將慢慢普及
• xEV（EV/PHEV/HEV）市場主要趨勢
• xEV：將再提供鋰離子電池市場100億美金規模之市場機會
• 電池技術快速成熟
• 系統機制之複雜議題
• 高價電池：於2013年止預計可大幅降價
• 中國：於初期價格中佔優勢
• 政府補助金
• xEV：鋰離子電池高價值主張
• EV/PHEV/HEV方向分散影響鋰離子電池製造增加
• 韓國製造商：具有最佳顧客結構
• 中國企業：目前將專注於國內市場
• 中國企業：將致力於LFP及長期競爭力培養
• 技術：鋰離子電池製造商使用類別
• 能源儲存系統 (ESS)應用及技術
• 使用ESS之電池：類型、挑戰和時間框架
• 主要ESS趨勢
• 智慧電網及可再生能源之極大可能性
• 獨占ESS市場之鋰離子電池
• 鋰離子電池製造商不同之ESS應用目標
• ESS鋰離子電池成本縮編
• 材料成本
• 電池材料製造商：極可能獲得利益
• 關東電化工業
• Stella Chemifa公司
• 銅箔
• 銅的主要用途
• 電解銅箔優點
• 銅箔種類
• 古河電氣工業：市場領導
• 銅箔市場規模
• 韓國零件供應商
• 提倡製造先端電池

企業簡介

• A123 SYSTEMS, INC.
• AUTOMOTIVE ENERGY SUPPLY CORPORATION
• ALTAIR NANOTECHNOLOGIES, INC.
• AMPEREX TECHNOLOGY LTD
• 旭化成
• BTR ENERGY MATERIALS CO., LTD
• BYD COMPANY LTD
• BTR Energy Materials Co., Ltd.
• CELEXPERT ENERGY CORPORATION
• CELGARD, LLC.
• CHANGS ASCENDING ENTERPRISE CO., LTD
• CHEIL INDUSTRIES INC.
• CHINA BAK BATTERY INC
• DYNAPACK INTERNATIONAL TECHNOLOGY CORPORATION
• E-ONE MOLI ENERGY CORP
• ENER1, INC.
• 古河電氣工業
• GP BATTERIES INTERNATIONAL LIMITED
• GS YUASA CORPORATION
• 日立化成工業
• 日立金屬
• HUARONG NEW CHEMICAL MATERIALS CO., LTD
• ILJIN COPPER FOIL CO., LTD
• 關東電化工業
• KUREHA CORPORATION
• LG CHEM LIMITED
• 三菱重工
• 三菱化學
• 日本電氣
• 日亞化學工業
• NINGBO SHANSHAN CO., LTD
• NIPPON CARBON CO. LTD.
• PANASONIC CORPORATION
• PHOSTECH LITHIUM
• SAFT GROUPE S.A.
• SAMSUNG SDI COMPANY LIMITED
• 三洋電機
• 新神戶電機
• SIMPLO TECHNOLOGY COMPANY LTD
• SK ENERGY CO., LTD.
• 索尼
• STELLA CHEMIFA CORPORATION
• TIANJIN STL ENERGY TECHNOLOGY CO., LTD
• TIANJIN LISHEN BATTERY JOINT-STOCK CO., LTD
• 富山藥品工業
• TONENGENERAL SEKIYU K.K
• 東芝
• 宇部興產
• ULTRALIFE CORPORATION
• UMICORE S.A
• VALENCE TECHNOLOGY

圖表

Abstract

Lithium ion batteries were first proposed in the 1970' s and commercially developed in the 1990' s. Since then, the market for lithium ion batteries has grown to $11 billion (2010) and is expected to reach $43 billion by 2020.

Up to now, the lithium ion battery market has been predominantly consumer (90% as of today) but new, diversified applications including xEV (Electric Vehicles/Plug-In Hybrid Electric Vehicles/Hybrid Electric Vehicles) and ESS (Electrical Storage Systems) are expected to provide the new growth engines.

As a result, the lithium ion market landscape will undergo a profound change, bringing huge increases in demand, profits in the billions of US dollars and competitive upheaval.

This report provides a detailed look at the global lithium ion battery market in all its aspects, including:

• The total addressable market and growth rates for consumer, xEV and ESS applications between 2010 and 2020.
• Electric Vehicles/Plug-In Hybrid Electric Vehicles/Hybrid Electric Vehicles demand trends.
• Major opportunities.
• Battery technology trends.
• Battery materials technology trends.
• Battery technology, political and standards risks.
• Challenges ahead.
• Price trends.
• Cost trends.
• The competitive landscape.
• Japanese, Korean and Chinese rivalry.
• Producer market shares.
• Partnerships and joint ventures.

Profiles of 50 leading foreign and US manufacturers are given, along with 14 tables and 19 figures.

Table of Contents

EXECUTIVE SUMMARY

INTRODUCTION

• Background
• Methodology and Sources
• Statistical Notes

LITHIUM ION BATTERY TECHNOLOGY

• How Do Batteries Work
• The Basic Components Of A Battery
• How Does A Rechargeable Battery Work?
• The Process To Make A Battery: From Cell->Module->Pack
• Serial And Parallel Connection
• Battery Manufacturing Process

LITHIUM ION BATTERY MARKET

• Market Overview
• Higher Value Proposition For xEV To Lift Profitability Outlook
• Major LiB Makers Will Benefit
• Comparison Of Japanese/Korean/Chinese Makers
• Share Price Trends And Valuation
• Consumer Lithium Batteries
• Major Trends
• End-Demand Recovering Stronger Than Expected
• Korean Companies To Gain Market Share In Prismatic Lithium Batteries
• Price Competition In Cylindrical Lithium Batteries Is Intensifying
• Polymer To Incrementally Penetrate
• xEV (EV/ PHEV/ HEV) Major Trends
• xEV Offers The Next Ten-Billion-Dollar Opportunity For Lithium Batteries
• Battery Technology Is Maturing Fast
• System Integration Complexity Issues
• High Battery Price To Drop Sharply By 2013
• Chinese Early Price Advantage
• Government Subsidies
• Lithium Batteries High Value Proposition For xEV
• Diverging Direction On EV/PHEV/HEV And Impact Lithium Battery Ramp-Up
• EV Cost Premium Over HEV To Fall Drastically
• Korean Makers Have The Best Customer Mix
• Chinese Stick To Local Markets For Now
• Chinese Predominant Focus In LFP And Long-Term Competitiveness
• Technologies By Type Adopted By Lithium Battery Producers
• Energy Storage Systems (ESS) ESS Applications And Technologies
• Batteries Used For ESS: Types, Issues And Timeframes
• Key ESS Trends
• Huge Potential In Smart Grid And Renewable Energy
• Lithium Battery To Dominate For ESS
• Diverging ESS Application Targets By Lithium Battery Producers
• ESS Lithium Batteries Cost Reduction
• Material Costs Not The focus
• Battery Material Makers Most Likely To Benefit
• Kanto Denka Kogyo
• Stella Chemifa
• Copper Foil
• Main Uses Of Copper Foil
• Advantages Of Electrolytic Copper Foil
• Types Of Copper Foil
• Furukawa Electric Is The Copper Foil Market Leader
• Copper Foil Market Scale
• Korean Components Producers
• Advanced Battery Manufacturing Initiative

COMPANY PROFILES

• A123 SYSTEMS, INC.
• (Background, Revenue By Market, Cell Technology, Battery Systems, Current Product Offerings, Key OEM Agreements, Growth Strategy, Benefiting From Government Support, A123 China, A123 Korea)

• AUTOMOTIVE ENERGY SUPPLY CORPORATION
• (Background, Batteries)

• ALTAIR NANOTECHNOLOGIES, INC.
• (Background, Batteries, Altair' s Proprietary Nano-Lithium Titanate Powder, Increased Cycle Life, High Roundtrip Efficiency, High C Rates With Millisecond Response Times, Temperature, Safety, Power Module And Power Control System Module, Manufacturing And Capacity)

• AMPEREX TECHNOLOGY LTD
• (Background, Batteries)

• ASAHI KASEI CORPORATION
• (Background, Batteries)

• BTR ENERGY MATERIALS CO., LTD
• (Background, Batteries)

• BYD COMPANY LTD

• BTR Energy Materials Co., Ltd.
• (Background, Batteries, Utility Batteries)

• CELEXPERT ENERGY CORPORATION
• (Background, Batteries, Expansion Plans)

• CELGARD, LLC.
• (Background, Batteries)

• CHANGS ASCENDING ENTERPRISE CO., LTD
• (Background, Batteries)

• CHEIL INDUSTRIES INC.
• (Background, Batteries)

• CHINA BAK BATTERY INC
• (Background, Batteries, Prismatic Cells, Cylindrical Cells, High-Power Lithium-Phosphate Cells, Lithium Polymer Cells)

• DYNAPACK INTERNATIONAL TECHNOLOGY CORPORATION
• (Background, Batteries)

• E-ONE MOLI ENERGY CORP
• (Background, Batteries, Core Technologies, Pan-EV Batteries, Power Tools)

• ENER1, INC.
• (Background, Batteries, Enertech, Fuel Cells, ABMI, ATVM, Portland General)

• FURUKAWA ELECTRIC COMPANY LIMITED
• (Background, Batteries, Market Leader For Electrolytic Copper Foil, Capacity Expansion For Electrolytic Copper Foil)

• GP BATTERIES INTERNATIONAL LIMITED
• (Background, Batteries)

• GS YUASA CORPORATION
• (Background, Batteries)

• HITACHI CHEMICAL CO LTD
• (Background, Batteries)

• HITACHI METALS LTD
• (Background, Batteries)

• HUARONG NEW CHEMICAL MATERIALS CO., LTD
• (Background, Batteries, Government Subsidizes For Hybrids/EVs)

• ILJIN COPPER FOIL CO., LTD
• (Background, Batteries)

• KANTO DENKA KOGYO CO., LTD
• (Background, Batteries)

• KUREHA CORPORATION
• (Background, Batteries)

• LG CHEM LIMITED
• (Background, Batteries)

• MITSUBISHI HEAVY INDUSTRIES LIMITED
• (Background, Batteries)

• MITSUBISHI CHEMICAL HOLDINGS CORP.
• (Background, Batteries)

• NEC CORPORATION
• (Background, Batteries)

• NICHIA CORPORATION
• (Background, Batteries)

• NINGBO SHANSHAN CO., LTD
• (Background, Batteries)

• NINGBO SHANSHAN CO., LTD
• (Background, Batteries, Shanshan' s Lithium Ion Battery Business Expansion)

• NIPPON CARBON CO. LTD.
• (Background, Batteries)

• PANASONIC CORPORATION
• (Background, Batteries)

• PHOSTECH LITHIUM
• (Background, Batteries, China' s Lithium Iron Phosphate Batteries Need Improving)

• SAFT GROUPE S.A.
• (Background, Batteries, Sales By Battery Type, Technology Excellence, Nickel, Lithium, Sales By Division, Special Batteries Group, Industrial Battery Group, Rechargeable Battery Systems, Sales By Sector, Stationary Batteries, Professional Electronics, Transport, Defense, Security Lighting, Aerospace, Johnson Controls-Saft JV, Renewable Energy, JC-S Jacksonville, Florida Plant, JC-S Factory In Holland, Michigan, Industrial And Financial Capacity, JC-S Sales And Earnings Outlook, Strengths)

• SAMSUNG SDI COMPANY LIMITED
• (Background, Batteries)

• SANYO ELECTRIC CO LIMITED
• (Background, Batteries, Operating Margins, Sales By Type, Capacity By Type, NiH, NiCd, Li-Ion, Market By Application, Company Market Shares, Company Market Shares By Application, Auto Battery Production, NiH Battery Production By Supplier, Li-Ion Production By Supplier, Sanyo Investments, Lithium Ion Car Batteries And Sanyo/Panasonic OP,

• SHIN-KOBE ELECTRIC MACHINERY COMPANY LIMITED
• (Background, Batteries)

• SIMPLO TECHNOLOGY COMPANY LTD
• (Background, Batteries, JV With Potevio, China Potevio, CNOOC (China National Offshore Oil Corporation), iPad)

• SK ENERGY CO., LTD.
• (Background, Batteries)

• SONY CORPORATION
• (Background, Batteries)

• STELLA CHEMIFA CORPORATION
• (Background, Batteries)

• TIANJIN STL ENERGY TECHNOLOGY CO., LTD
• (Background, Batteries)

• TIANJIN LISHEN BATTERY JOINT-STOCK CO., LTD
• (Background, Batteries)

• TOMIYAMA PURE CHEMICAL INDUSTRIES LTD.
• (Background, Batteries)

• TONENGENERAL SEKIYU K.K.
• (Background, Batteries)

• TOSHIBA CORPORATION
• (Background, Batteries)

• UBE INDUSTRIES LTD
• (Background, Batteries, Battery Material Makers Stand To Gain More Than Battery Makers, Battery Materials Could Evolve Into An Industry Like Semiconductors, Ube and Asahi Kasei Are Best Placed In Battery Materials, Battery Material Unit Price Assumptions, Ube' s Forecasted Battery Materials Sales, Market Share, Profits In 2013, Key Assumptions In Battery Materials Outlook, Experience And Stabile Supplies Vs. Manufacturing Method, Higher Entry Barriers To Separators Than Other Battery Materials)

• ULTRALIFE CORPORATION
• (Background, Batteries)

• UMICORE S.A
• (Background, Batteries, 3M JV)

• VALENCE TECHNOLOGY

TABLES

• Comparison Of Company Strategies In Consumer/xEV/ESS Lithium Batteries
• Battery/Auto OEM JV Launches: 2013-15
• xEV Lithium Battery Price By Major Producer (US$/KWh): 2010-2015
• xEV Subsidy Programs By Country
• China' s EV Policy
• Lithium Batteries Share Of Total Cost By xEV Type
• xEV Launch Schedule For Toyota/Honda Compared To Hyundai/ VW /BMW
• Lithium Battery Producers Expectations On Global HEV/PHEV/ EV Volume By Type: 2015-2020
• Specs Required For HEV/PHEV/ EV Batteries
• Technologies By Type Adopted By Lithium Battery Producers
• Smart Grid Storage Battery Market Size Trend: 2009-2020
• Assumptions In Forecasts For Storage Battery Market
• Comparison of NAS, Lead-Acid And Lithium Batteries
• Selected ABMI Recipients

FIGURES

• Battery Charging And Discharging Mechanisms
• Battery Pack Illustrated
• Serial And Parallel Connections
• Battery Manufacturing Process
• Lithium Batteries Total Addressable Market-HEV/EV, Consumer, Electric Storage, Industrial/Other: 2009-2020
• Lithium Battery Market Size By Application: 2010-2020
• Lithium Battery Market CAGR By Application: 2010-2020
• Lithium Batteries Companies Share Price Trends Since 2009
• Leading Lithium Batteries Companies Revenue Trends: 2009-2011
• Leading Lithium Batteries Companies CAGR Trends: 2009-2011
• Prismatic Lithium Batteries Capacity Trends By Leading Companies (Units/CAGR): 2007-2011
• Cylindrical Lithium Batteries Capacity Trends By Leading Companies: 2007-2011
• Polymer Lithium Batteries Capacity Trends By Leading Companies: 2007-2011
• Base Case Forecast For Global xEV Unit Shipments By Type: 2004-2020
• Potential xEV Lithium Battery Total Available Market (Conservative Forecast): 2004-2020
• Historic Price Trend For NiMH And Consumer Lithium Batteries
• Cost Comparison Between EV And HEV Sub-Systems (US$): 2009-2020
• Battery/Auto Manufacturer Supply Matrix
• Technical Comparison Of Main xEV Lithium Battery Types