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市場調查報告書
全球電動車用電池市場的分析與預測：混合動力・插電式混合動力・電池式電動車用鋰離子電池
Electric Vehicle Batteries - Lithium Ion Batteries for Hybrid, Plug-in Hybrid, and Battery Electric Vehicles: Market Analysis and Forecasts
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全球電動車用電池市場的分析與預測：混合動力・插電式混合動力・電池式電動車用鋰離子電池 是由出版商Pike Research在2011年10月所出版的。
這份英文市場調查報告書價格從美金3800起跳。
這幾年，世界各國都有普及促進策，讓汽車製造商正式進行著電動車的開發與普及。這些電動車裡所利用的電池大半是鋰離子電池(LIB)、至今使用鑷氫電池(Ni-MH)的插電式混合動力電動車(PHEV)也開始替換為鋰離子電池。電池價格雖年年降低，其高價格仍是電動車購買的障礙。
本報告書為電動車用電池、特別以鋰離子電池市場為焦點、市場・技術最新動向與應解決的課題、商業化的現狀與必要條件（降價等）、各國政府支援政策、電池回收、主要製造商・需求家的簡介、2017年為止的市場規模預測等的相關分析，包含其結果之概述如下。
第1章 總綱・摘要
第2章 市場的問題
- 輸送市場用最新式電池的定義
- 市場的規模與分類
- 插電式電動車
- 插電式混合動力轉換業者
- 混合動力電動車
- 電力與能源必要條件
- 產業成長的促進要因
- 新財政支援模式
- 初期導入事例
- 從初期導入到大量消費的轉換
- 乘用車相關問題
- 對車輛價格的感應度
- 對燃料價格的非感受性
- 購買電動車的容易度
- 信頼性相關的認識
- 轉售價值相關的認識
- 行駛距離限制
第3章 行銷與商業化
- 最低限的必要條件
- 鋰離子電池產業的價值鏈
- 原料
- 電池零件與電子產品
- 整合系統（電池製造商）
- 車輛
- 材料回收
- 商業化的必要條件
- 專利狀態與研究開發(R&D)活動
第4章 技術上的問題
- 競爭著的電動車用電池技術
- 優勢與劣勢
- 開發階段中的競爭技術
- 鋰的確保
- 安全性
- 實裝上的問題
第5章 主要企業
- 電池製造商
- A123 Systems
- Altair Nanotechnologies
- BYD
- Dow Kokam Joint Venture
- Electrovaya
- EnerDel
- GP Batteries International Ltd
- Hitachi Group
- IBM
- International Battery
- Johnson Controls
- K2 Energy Solutions, Inc.
- LG Chem/Compact Power
- Maxwell Technologies
- Primearth EV Energy Co.
- Paper Battery
- Saft Batteries
- SB LiMotive/Cobasys
- Seeo
- Valence Technology
- 電池的需求家
- 3Prong Power
- Aeych
- Better Place
- BMW/Mini
- Daimler
- Ford Motor Co.
- General Motors
- Mitsubishi
- Nissan-Renault
- Plug-In Conversions Corp.
- PSA Peugeot-Citroen
- Sun Moksha
- Tesla Motors
- Toyota Motor Corp.
- Volkswagen
第6章 市場預測
- 電動車全球市場
- 輸送用鋰離子電池市場：電池電動車(BEV)部門
- 輸送用鋰離子電池市場：插電式混合動力電動車(PHEV)部門
- 輸送用鋰離子電池市場：混合動力電動車(HEV)部門
- 全世界以及各地區之鋰離子電子市場的動向
第7章 企業一覧
第8章 略語集
第9章 目次
第10章 圖表一覧
第11章 分析範圍・情報源・分析手法・註記
Abstract
Over the past few years, the automotive industry has increased its focus on
the electric vehicle (EV) market by successfully introducing several new
plug-in hybrid and battery electric vehicles as the process of moving away
from petroleum based fuels and toward battery power intensifies. These
vehicles will rely almost exclusively on lithium ion (Li-ion) batteries, while
hybrid vehicles will slowly switch from nickel-metal hydride (NiMH)
technology. While the cost of Li-ion batteries is gradually declining, cost
still represents a significant hurdle as it accounts for a large portion of
total EV cost.
The government subsidies that gave the initial impetus to the electric vehicle
market will continue to drive the market in the near term. However,
significant reductions in battery cost are imperative for the industry to grow
to the $14.6 billion and 28 million kWh market that Pike Research forecasts by
2017. Nearly half of the demand is likely to come from Asia (led primarily by
China) while Europe and the United States are likely to constitute 25% and 21%
shares respectively. There are currently more than half a dozen battery
chemistries with unique properties for power, energy density, and life cycle
performance that are being commercialized. While there is no chemistry that
emerges as the clear winner (owing to the tradeoffs in the various
properties), initial indications point to a greater interest in the lithium
iron phosphate chemistry in the years to come due to its superior performance
characteristics coupled with increased safety.
This Pike Research report outlines the critical role that governments around
the globe will play in establishing the electric vehicle market, and the
challenges that manufacturers face in creating an industry that will be able
to stand on its own as government influence diminishes. The study examines the
key market drivers for the electrification of vehicles, the status of the R&D
in batteries, the impact of declining battery production costs on vehicle
sales, and the resale of batteries after their useful life in vehicles.
Key Questions Addressed:
- What are the key drivers of growth in the electric vehicle battery market?
- What are the key limiting factors in growing the electric vehicle battery
market?
- How many batteries will be installed in plug-in hybrids, electric
vehicles, and hybrids?
- How quickly will batteries be used in vehicle-to-grid (V2G) applications?
- What is the status of R&D in lithium ion batteries?
- What are the leading lithium ion battery chemistries and how do they
differ?
- What are the commercialization challenges of lithium ion batteries?
Who needs this report?
- Vehicle manufacturers
- Automotive industry suppliers
- Fleet managers
- Battery suppliers
- Stationary energy storage suppliers
- Government agencies
- Smart grid companies
- Renewable energy companies
- Investor community
Table of Contents
1. Executive Summary
- 1.1 Overview
- 1.2 Electric Vehicle Batteries
- 1.3 Lithium Ion Battery Production
2. Market Issues
- 2.1 Defining Advanced Batteries for the Transportation Market
- 2.2 Market Size and Segmentation
- 2.2.1 Plug-In Electric Vehicles
- 2.2.2 Plug-In Hybrid Conversions
- 2.2.3 Hybrid Electric Vehicles
- 2.3 Power and Energy Requirements
- 2.4 Industry Growth Drivers
- 2.4.1 Emissions Reductions
- 2.4.2 Government Incentives
- 2.4.2.1 United States
- 2.4.2.2 Europe
- 2.4.2.3 China
- 2.4.2.4 Japan
- 2.4.2.5 South Korea
- 2.4.2.6 India
- 2.5 New Financing Models
- 2.5.1.1 Battery-Switching Model
- 2.5.1.2 Quick-Charge DC Charging Model
- 2.5.2 Grid Applications
- 2.5.2.1 Vehicle-to-Grid Power Delivery
- 2.6 Early Adopters
- 2.6.1 Fleets
- 2.6.1.1 North America
- 2.6.1.2 China
- 2.6.1.3 Range Limitations
- 2.6.2 Utilities
- 2.7 Transitioning from Early Adopters to Mass Consumption
- 2.7.1 Passenger Vehicle Concerns
- 2.7.1.1 Sensitivity to Vehicle Price
- 2.7.1.2 Insensitivity to Fuel Prices
- 2.7.1.3 Ease of Electric Vehicle Purchase
- 2.7.1.4 Perceived Reliability
- 2.7.1.5 Perceived Resale Value
- 2.7.1.6 Limited Driving Range
3. Marketing and Commercialization
- 3.1 Minimum Requirements
- 3.2 Value Chain of the Lithium Ion Battery Industry
- 3.2.1 Raw Materials
- 3.2.2 Cell Components and Electronics
- 3.2.3 Integrated Systems (Cell and Pack Manufacturers)
- 3.2.4 Vehicles
- 3.2.5 Materials Recycling
- 3.3 Requirements for Commercialization
- 3.3.1 Cost
- 3.3.2 Capacity
- 3.3.3 Charge/Discharge Rate
- 3.3.4 Performance
- 3.4 State of Patents and R&D
4. Technology Issues
- 4.1 Competing EV Battery Technologies
- 4.1.1 Nickel-Metal Hydride
- 4.1.2 Lithium Ion
- 4.1.3 Ultracapacitors
- 4.2 Strengths and Weaknesses
- 4.2.1 Nickel-Metal Hydride
- 4.2.2 Lithium Ion
- 4.2.2.1 Lithium Ion Chemistries
- 4.3 Competing Technologies in Development
- 4.4 Access to Lithium
- 4.5 Safety
- 4.6 Implementation Issues
- 4.6.1 Battery Charging Levels
- 4.6.2 Sensitivity to Temperature
5. Key Industry Players
- 5.1 Battery Manufacturers
- 5.1.1 A123 Systems
- 5.1.2 Altair Nanotechnologies
- 5.1.3 BYD
- 5.1.4 Dow Kokam Joint Venture
- 5.1.5 Electrovaya
- 5.1.6 EnerDel
- 5.1.7 GP Batteries International Ltd
- 5.1.8 Hitachi Group
- 5.1.9 IBM
- 5.1.10 International Battery
- 5.1.11 Johnson Controls
- 5.1.12 K2 Energy Solutions, Inc.
- 5.1.13 LG Chem/Compact Power
- 5.1.14 Maxwell Technologies
- 5.1.15 Primearth EV Energy Co.
- 5.1.16 Paper Battery
- 5.1.17 Saft Batteries
- 5.1.18 SB LiMotive/Cobasys
- 5.1.19 Seeo
- 5.1.20 Valence Technology
- 5.2 Battery Customers
- 5.2.1 3Prong Power
- 5.2.2 Aeych
- 5.2.3 Better Place
- 5.2.4 BMW/Mini
- 5.2.5 Daimler
- 5.2.6 Ford Motor Co.
- 5.2.7 General Motors
- 5.2.8 Mitsubishi
- 5.2.9 Nissan-Renault
- 5.2.10 Plug-In Conversions Corp.
- 5.2.11 PSA Peugeot-Citroen
- 5.2.12 Sun Moksha
- 5.2.13 Tesla Motors
- 5.2.14 Toyota Motor Corp.
- 5.2.15 Volkswagen
6. Market Forecasts
- 6.1 Global Electric Vehicle Market
- 6.2 Lithium Ion Transportation Battery Market in the BEV Segment
- 6.3 Lithium Ion Transportation Battery Market in the PHEV Segment
- 6.4 Lithium Ion Transportation Battery Market in the HEV Segment
- 6.5 Trends in Various Regions and Global Lithium Ion Battery Markets
- 6.5.1 Asia Pacific
- 6.5.2 Europe
- 6.5.3 United States
- 6.5.4 Middle East/Africa
7. Company Directory
8. Acronym and Abbreviation List
9. Table of Contents
10. Table of Charts and Figures
11. Scope of Study, Sources and Methodology, Notes
List of Charts and Figures
- Lithium Ion Transportation Battery Revenue, World Markets: 2011-2017
- Total Number of Patents, World Markets: 2011
- Total Number of U.S. Patents, World Markets: 2011
- Total Number of International Patents, World Markets: 2011
- PHEV/EV Models by Battery Chemistry
- BEV, PHEV, and HEV Light-Duty Consumer Vehicle Sales by Region, World
Markets: 2011-2017
- BEV Lithium Ion Transportation Battery Revenue, World Markets: 2011-2017
- BEV Lithium Ion Transportation Battery Capacity, World Markets: 2011-2017
- PHEV Lithium Ion Transportation Battery Revenue, World Markets: 2011-2017
- PHEV Lithium Ion Transportation Battery Capacity, World Markets: 2011-2017
- HEV Lithium Ion Transportation Battery Revenue, World Markets: 2011-2017
- HEV Lithium Ion Transportation Battery Capacity, World Markets: 2011-2017
- Lithium Ion Transportation Battery Revenue, World Markets: 2011-2017
- Lithium Ion Transportation Battery Capacity, World Markets: 2011-2017
- High-Energy Lithium Ion Battery Estimated Cost Components: 2011
- Li-ion Manufacturing Steps and Opportunities for Cost Reduction
List of Tables
- Vehicle Roadmap for Plug-in Hybrid and Battery Electric Passenger Vehicles
- Hybrid Electric Vehicles Sales by Region, World Markets: 2011-2017
- Vehicle Battery Capacities, Select HEV and PEV Models
- U.S. Department of Energy Stimulus Grants for Battery Manufacturing
- Recent Funding for Battery-Related R&D: 2002-2010
- Installed New Capacity of Li-ion Batteries for Energy Storage
Applications, World Markets: 2011-2020
- Total Number of Patents, World Markets: 2011
- Total Number of U.S. Patents, World Markets: 2011
- Total Number of International Patents, World Markets: 2011
- Top Six Applicants for Lithium Ion Battery Patents in the United States:
2011
- Characteristics of NiMH Batteries in Vehicle Applications
- Comparison of Battery Technologies
- Major Cathodes for Lithium Ion Batteries
- Lithium Ion Battery Components and Functions
- Characteristics of Carbon Ultracapacitors
- Battery Technology Strengths and Weaknesses
- Ranking of Li-ion Technology Options on Key Parameters
- Characteristics of Lithium Ion Battery Chemistries
- Battery Chemistry Adoption
- SAE Battery Charging Levels
- BEV Light-Duty Consumer Vehicle Sales by Region, World Markets: 2011-2017
- PHEV Light-Duty Consumer Vehicle Sales by Region, World Markets: 2011-2017
- HEV Light-Duty Consumer Vehicle Sales by Region, World Markets: 2011-2017
- HEV/PHEV/BEV Sales by Region, World Markets: 2011-2017
- Light-Duty Vehicle Sales by Region, World Markets: 2011-2017
- Lithium Ion Battery Selling Price, World Markets: 2011-2017
- Lithium Battery Sales Revenue in BEV Light-Duty Consumer Vehicle Segment
by Region, World Markets: 2011-2017
- Lithium Battery Sales in PHEV Light-Duty Consumer Vehicle Segment by
Region, World Markets: 2011-2017
- Lithium Battery Sales in HEV Light-Duty Consumer Vehicle Segment by
Region, World Markets: 2011-2017
- Lithium Battery Sales by Region, World Markets: 2011-2017
- BEV Lithium Ion Transportation Battery Revenue, World Markets: 2011-2017
- BEV Lithium Ion Transportation Battery Capacity, World Markets: 2011-2017
- PHEV Lithium Ion Transportation Battery Revenue, World Markets: 2011-2017
- PHEV Lithium Ion Transportation Battery Capacity, World Markets: 2011-2017
- HEV Lithium Ion Transportation Battery Revenue, World Markets: 2011-2017
- HEV Lithium Ion Transportation Battery Capacity, World Markets: 2011-2017
- Lithium Ion Transportation Battery Revenue, World Markets: 2011-2017
- Lithium Ion Transportation Battery Capacity, World Markets: 2011-2017
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