Cover Image
市場調查報告書

電動車 (EV) 的電池及同材料:技術,趨勢,市場預測

EV Batteries and Materials: Technology, Trends, and Market Forecasts

出版商 Information Network 商品編碼 421956
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
價格
Back to Top
電動車 (EV) 的電池及同材料:技術,趨勢,市場預測 EV Batteries and Materials: Technology, Trends, and Market Forecasts
出版日期: 2017年08月01日 內容資訊: 英文
簡介

現在,許多汽車廠商,以開發更廉價且行車距離長的電動車為目標,而且隨之預計鋰離子電池的需求也擴大。這5年電池組的性能提高2∼3倍,不過,鋰離子電池的成本提高,妨礙市場成長。儘管如此,量產效果等工作,預期長期性電池費用也下跌到目前一半左右。

本報告提供全球電動汽車電池其材料的關於市場趨勢的分析,EV用電池技術的概要,及陰極/陽極材料用材料的市場趨勢 (價格,供需平衡,主要生產國、企業等),電池零件/成品的主要供應商簡介的資訊彙整,為您概述為以下內容。

第1章 簡介

第2章 電動車/EV電池的市場展望

  • 電動車 (EV) 市場
  • EV用電池
    • EV用電池市場預測
    • EV用電池的能量密度
    • EV用電池的價格
    • EV用電池的市場佔有率
    • 未來的電池
      • 鋰空氣電池 (Li-air)
      • 鋰金屬電池 (Li-metal)
      • 固體鋰電池
      • 鋰硫電池 (Li-S)
      • 鈉離子電池 (Na-ion)

第3章 陰極用材料分析

  • 簡介
    • 陰極 (正極)的材料費
    • 陰極材料和電池的種類
      • LCO (鈷酸鋰) 陰極
      • NCM (鎳、鈷、錳) 陰極
      • LMO (鋰氧化錳) 陰極
      • LFP (磷酸鋰鐵) 陰極
      • NCA (鎳、鈷、鋁) 陰極
    • 鋰價格
    • 鋰的需求量/供給量
    • 鋰的主要的生產國
    • 鈷價格
    • 鈷的需求量/供給量
    • 鈷主要的生產國
    • 鈷的主要製造商
  • 鎳/錳

第4章 陽極材料、電解質、隔離膜用材料分析

  • 陽極材料 (負極) 市場
  • 隔離膜 (薄膜) 市場
  • 電解質市場

第5章 供應商簡介與策略

  • Aekyung Chemical
  • Aleees
  • 旭化成
  • B&M
  • BASF
  • BTR New Energy Materials
  • BNE
  • CangzhouMingzhu
  • Central Glass
  • Do-Fluoride Chemical
  • Easpring
  • Foshan Jinhui Hi-tech Optoelectronic Material
  • Guangzhou Tinci Materials Technology
  • Guotai-Huarong
  • 日立化學
  • HongTu
  • Huiqiang New Energy
  • Hunan ChangyuanLico
  • JFE Chemical
  • Johnson Matthey
  • KUREHA
  • Mingzhu
  • 三菱化學
  • 日亞化學
  • Ningbo Jinhe New Materials
  • Pulead Technology Industry
  • Reshine
  • Shenzhen Senior Technology
  • ShanShan
  • Shenzhen Capchem Technology
  • Shinzoom
  • Sinuo
  • Soulbrain
  • 住友金屬礦山
  • Tangray
  • TEIJIN FIBERS
  • Toray Industries電池隔離膜薄膜
  • Umicore
  • Xiamen Tungsten
  • Xinxiang Zhongke Science and Technology
  • Zeto
  • Zhuhai Smoothway Electronic Materials
  • Zichen

第6章 電池、供應商簡介與策略

  • BYD
  • Beijing National Battery Technology
  • CALB
  • Camel Group Co
  • CATL
  • Cham Battery Technology Co
  • Chaowei Power Holdings Limited
  • CITIC Guo'AnMengguli (MGL)
  • CNSG Anhui Hong Sifang Co
  • Coslight
  • DLG Power Battery
  • Do-Fluoride (Jiaozuo) New Energy Technology
  • EVE Energy Co., Ltd.
  • Farasis Energy (Ganzhou) Co., Ltd.
  • First New Energy Co. Ltd
  • Great Power Energy Technology Co., Ltd
  • Guoxuan Hi-Tech
  • Harbin Coslight Power Co., Ltd.
  • Henan Lithium Power Source Co
  • Henan Xintaihang
  • Highstar Battery
  • Huanyu New Energy Technology Co., Ltd.
  • Hunan Copower EV Battery Co., Ltd
  • Jiangsu Tenpower
  • Jiangsu Zhihang New Energy Co., Ltd.
  • LG Chem
  • Mcnair New Energy Co., Ltd
  • Melsen Power
  • Microvast Power Systems Co., Ltd.
  • Narada Power Source Co., Ltd.
  • Ningbo CRRC New Energy Technology Co., Ltd.
  • OptimumNano
  • Panasonic
  • Plylion Battery Co., Ltd.
  • Samsung SDI
  • Shandong Forever New Energy
  • Shandong Hengyu New Energy
  • Shanghai CENAT New Energy Co., Ltd.
  • Shenzhen BAK
  • Sinopoly Battery
  • Sinowatt
  • SK Innovation
  • Skyrich Power Co., Ltd.
  • Supreme Power Systems Co., Ltd.
  • Suzhou Youlion Battery Inc.
  • Tianjin EV Energies Co., Ltd. (JEVE)
  • Tianjin Lishen Battery Joint-Stock Co., Ltd.
  • Tianneng Power
  • Wanxiang-A123
  • Wina Power
  • Wuhu ETC Battery Limited
  • Zhejiang GBS Energy Co., Ltd.
  • Zhongdao Energy Co., Ltd.
  • Zhuhai Yinlong New Energy Co., Ltd.
  • Zhuoneng New Energy
  • Zibo Guoli
  • ZTT Energy Storage Technology Co., Ltd.

圖表一覽

目錄

With more automakers aiming to market cheaper, longer-range plug-in cars, demand for lithium-ion automotive batteries is expected rise sharply in 2017.

The key to the market growth is the use of battery packs that are in some cases two to three times bigger than those employed in electric cars just five years ago. By incorporating bigger batteries, the new vehicles will offer greater all-electric ranges.

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.

Battery pack prices are expected to halve to $215 per kilowatt hour by 2020 from $400/kWh now. Due to the rapid decline in this cost Exane BNP Paribas predicted that by 2025 automakers will generate bigger profit margins from EVs than from cars with internal combustion engines. As EV growth escalates, the industry would need a global battery production capacity of 600 gigawatt hours, enough to build 8.6 million cars with an average battery size of 70kWh.

Table of Contents

Chapter 1 Introduction

Chapter 2 EV and EV Battery Market Outlook

  • 2.1 EV Market
  • 2.2 EV Batteries
    • 2.2.1 EV Battery Market Forecast
    • 2.2.2 EV Battery Energy Density
    • 2.2.3 EV Battery Cell Price
    • 2.2.4 EV Battery Market Share
    • 2.2.5 Future Batteries
      • 2.2.5.1 Lithium-air (Li-air)
      • 2.2.5.2 Lithium-metal (Li-metal)
      • 2.2.5.3 Solid-state Lithium
      • 2.2.5.4 Lithium-sulfur (Li-S)
      • 2.2.5.5 Sodium-ion (Na-ion)

Chapter 3 Cathode Material Analysis

  • 3.1 Introduction
    • 3.1.1 Cathode Material Costs
    • 3.1.2 Cathode Materials And Battery Types
      • 3.1.2.1 LCO (Lithium Cobalt Oxide) Cathodes
      • 3.1.2.2 NCM (Nickel Cobalt Manganese) Cathodes
      • 3.1.2.3 LMO (Lithium Manganese Oxide) Cathodes
      • 3.1.2.4 LFP (Lithium Iron Phosphate) Cathodes
      • 3.1.2.5 NCA (Nickel Cobalt Aluminum) Cathodes
  • 3.2 Lithium
    • 3.2.1 Lithium Prices
    • 3.2.2 Lithium Supply/Demand
    • 3.2.3 Top Lithium-Producing Countries
  • 3.3 Cobalt
    • 3.3.1 Cobalt Prices
    • 3.3.2 Cobalt Supply/Demand
    • 3.3.3 Top Cobalt-Producing Countries
    • 3.3.4 Top Cobalt-Producing Producers
  • 3.4 Nickel/Manganese

Chapter 4 Anode, Electrolyte, And Separator Material Analysis

  • 4.1 Anode Market
  • 4.2 Separator (Membrane) Market
  • 4.3 Electrolytes Market

Chapter 5 Supplier Profiles and Strategies

  • 5.1 Aekyung Chemical
  • 5.2 Aleees
  • 5.3 Asahi Kasei
  • 5.4 B&M
  • 5.5 BASF
  • 5.6 BTR New Energy Materials
  • 5.7 BNE
  • 5.8 CangzhouMingzhu
  • 5.9 Central Glass
  • 5.10 Do-Fluoride Chemical
  • 5.11 Easpring
  • 5.12 Foshan Jinhui Hi-tech Optoelectronic Material
  • 5.13 Guangzhou Tinci Materials Technology
  • 5.14 Guotai-Huarong
  • 5.15 Hitachi Chemical
  • 5.16 HongTu
  • 5.17 Huiqiang New Energy
  • 5.18 Hunan ChangyuanLico
  • 5.19 JFE Chemical
  • 5.20 Johnson Matthey
  • 5.21 Kureha
  • 5.22 Mingzhu
  • 5.23 Mitsubishi Chemical
  • 5.24 Nichia
  • 5.25 Ningbo Jinhe New Materials
  • 5.26 Pulead Technology Industry
  • 5.27 Reshine
  • 5.28 Shenzhen Senior Technology
  • 5.29 ShanShan
  • 5.30 Shenzhen Capchem Technology
  • 5.31 Shinzoom
  • 5.32 Sinuo
  • 5.33 Soulbrain
  • 5.34 Sumitomo Metal Mining
  • 5.35 Tangray
  • 5.36 Teijin
  • 5.37 Toray Battery
  • 5.38 Umicore
  • 5.39 Xiamen Tungsten
  • 5.40 Xinxiang Zhongke Science and Technology
  • 5.41 Zeto
  • 5.42 Zhuhai Smoothway Electronic Materials
  • 5.43 Zichen

Chapter 6 Battery Supplier Profiles and Strategies

  • 6.1 BYD
  • 6.2 Beijing National Battery Technology
  • 6.3 CALB
  • 6.4 Camel Group Co
  • 6.5 CATL
  • 6.6 Cham Battery Technology Co
  • 6.7 Chaowei Power Holdings Limited
  • 6.8 CITIC Guo'AnMengguli (MGL)
  • 6.9 CNSG Anhui Hong Sifang Co
  • 6.10 Coslight
  • 6.11 DLG Power Battery
  • 6.12 Do-Fluoride (Jiaozuo) New Energy Technology
  • 6.13 EVE Energy Co., Ltd.
  • 6.14 Farasis Energy (Ganzhou) Co., Ltd.
  • 6.15 First New Energy Co. Ltd
  • 6.16 Great Power Energy Technology Co., Ltd
  • 6.17 Guoxuan Hi-Tech
  • 6.18 Harbin Coslight Power Co., Ltd.
  • 6.19 Henan Lithium Power Source Co
  • 6.20 Henan Xintaihang
  • 6.21 Highstar Battery
  • 6.22 Huanyu New Energy Technology Co., Ltd.
  • 6.23 Hunan Copower EV Battery Co., Ltd
  • 6.24 Jiangsu Tenpower
  • 6.25 Jiangsu Zhihang New Energy Co., Ltd.
  • 6.26 LG Chem
  • 6.27 Mcnair New Energy Co., Ltd
  • 6.28 Melsen Power
  • 6.29 Microvast Power Systems Co., Ltd.
  • 6.30 Narada Power Source Co., Ltd.
  • 6.31 Ningbo CRRC New Energy Technology Co., Ltd.
  • 6.32 OptimumNano
  • 6.33 Panasonic
  • 6.34 Plylion Battery Co., Ltd.
  • 6.35 Samsung SDI
  • 6.36 Shandong Forever New Energy
  • 6.37 Shandong Hengyu New Energy
  • 6.38 Shanghai CENAT New Energy Co., Ltd.
  • 6.39 Shenzhen BAK
  • 6.40 Sinopoly Battery
  • 6.41 Sinowatt
  • 6.42 SK Innovation
  • 6.43 Skyrich Power Co., Ltd.
  • 6.44 Supreme Power Systems Co., Ltd.
  • 6.45 Suzhou Youlion Battery Inc.
  • 6.46 Tianjin EV Energies Co., Ltd. (JEVE)
  • 6.47 Tianjin Lishen Battery Joint-Stock Co., Ltd.
  • 6.48 Tianneng Power
  • 6.49 Wanxiang-A123
  • 6.50 Wina Power
  • 6.51 Wuhu ETC Battery Limited
  • 6.52 Zhejiang GBS Energy Co., Ltd.
  • 6.53 Zhongdao Energy Co., Ltd.
  • 6.54 Zhuhai Yinlong New Energy Co., Ltd.
  • 6.55 Zhuoneng New Energy
  • 6.56 Zibo Guoli
  • 6.57 ZTT Energy Storage Technology Co., Ltd.

List of Tables

  • 2.1 Global EV Market Forecast
  • 2.2 Major Chinese And Korean EV Battery Makers
  • 2.3 Summary Table of Lithium-Based Batteries
  • 2.4 EV Battery Breakdown by Company AndEV Model
  • 2.5 Revenue Forecast of EV Battery Manufacturers
  • 2.6 Summary Table of Future Batteries
  • 3.1 Average Cell Cost Forecast of NCM BATTERY
  • 3.2 Major Lithium Metal Oxides Used In Cathodes
  • 3.3 Cathode Material Characteristics
  • 3.4 Lithium Cobalt Oxide Properties
  • 3.5 Lithium Nickel Manganese Cobalt Oxide Properties
  • 3.6 Lithium Manganese Oxide Properties
  • 3.7 Lithium Nickel Cobalt Aluminum Oxide Properties
  • 3.8 Lithium Production and Reserves by Country
  • 4.1 Properties and Suppliers of Anode Materials
  • 4.2 Characteristics and Suppliers of Separators

List of Figures

  • 2.1 EV Battery Market Forecast by Vehicle Type ($ M)
  • 2.2 EV Battery Market Forecast by Vehicle Type (MWh)
  • 2.3 EV Battery Market by Vehicle Type 2000 And 2015 (MWh)
  • 2.4 EV Battery Market by Vehicle Type 2015 And 2025 (MWh)
  • 2.5 EV Battery Market Share by Manufacturer
  • 2.6 EV Battery Manufacturer Capacity by Region
  • 2.7 EV Battery Supply/Demand 2015-2020
  • 2.8 China EV Battery Supplier Expansion 2015-2017
  • 2.9 Global EV Battery Capacity Growth by Region
  • 3.1 Li Battery Materials Cost Breakdown
  • 3.2 Cathode Materials Market Share by Type
  • 3.3 LCO Market Share by Material Supplier
  • 3.4 NCM Market Share by Material Supplier
  • 3.5 LMO Market Share by Material Supplier
  • 3.6 LFP Market Share by Material Supplier
  • 3.7 NCA Market Share by Material Supplier
  • 3.8 Lithium Carbonate Prices 2000-2016
  • 3.9 Lithium Supply by Country - 2015
  • 3.10 Lithium Supply by Country - 2025
  • 3.11 Lithium Supply by Country - 2013-2025
  • 3.12 Cobalt 1-Year Price Graph
  • 3.13 Cobalt 5-Year Price Graph
  • 3.14 Cobalt Supply/Demand
  • 3.15 Cobalt Demand by Application
  • 3.16 Cobalt Demand by Country
  • 3.17 Nickel 5-Year Price Graph
  • 3.18 Manganese 5-Year Price Graph
  • 4.1 Anode Materials Market Share by Type
  • 4.2 Market Shares of Anode Materials Suppliers
  • 4.3 Forecast of Anode Materials by Type 2015-2020
  • 4.3 Market Shares of Separator Materials Suppliers
  • 4.4 Wet Vs Dry Separator Forecast for EV Batteries 2015-2020
  • 4.5 Global Demand for Separators for Automotive 2015-2020
  • 4.6 Market Shares of Electrolyte Materials Suppliers
  • 4.7 Forecast of Electrode Materials by Type 2015-2020
Back to Top