Lithium Ion Battery Electrolyte Technology Trend and Market Forecast
|出版日期||內容資訊||英文 283 Pages
|鋰離子電池用電解質的技術趨勢、市場預測 Lithium Ion Battery Electrolyte Technology Trend and Market Forecast|
|出版日期: 2016年09月13日||內容資訊: 英文 283 Pages||
近幾年，充電電池市場從小型IT應用擴大到ESS (蓄電系統) 、EV (電動車) 。開發、開墾充電電池的日本鋰離子充電電池廠商，Panasonic和SONY，現在與韓國企業的 Samsung SDI 及 LG Chem競爭失敗。再加上中國企業的ATL、BYD、LISHEN、BAK 等由於中國政府的支援與無限的國內市場，市場佔有率擴大。
Recently, the secondary battery market is expanding from small-sized IT application market to ESS and EV. Japanese lithium-ion secondary battery manufacturer, Panasonic and Sony that developed and pioneered secondary battery are currently losing the competition against Korean counterparts, Samsung SDI and LG Chem. Furthermore, Chinese manufacturer, ATL, BYD, LISHEN, BAK and others are expanding their market share through support of the Chinese government and infinite domestic market. It is expected that “Secondary battery tripartite composition” will hold for a while, and US auto-makers and battery related company as well as Germany Auto makers and battery related company are looking into large-sized secondary battery production and material market, following the expansion of Electric Vehicle market.
Electrolyte is comprised of solvents, lithium salt and additives. According to the characteristics of the product, electrolyte is to be developed jointly with the lithium-ion secondary battery manufacturer. In the case of IT type small-sized products, it takes three to four months at least to develop, and it takes over a year to develop and evaluate electrolyte used in xEV. In order to respond to consumer needs of diverse products, excellent R&D skills are needed.
Japan and Korea companies mass-produce and supply to global electrolyte market, but it is inevitable to compete against Chinese companies as they are growing rapidly. Panax e-tec and Soulbrain that mass-produce and supply electrolyte could develop along with Samsung SDI, which already obtained the first rank in world market share of lithium-ion secondary battery. In the case of Japan, Mitsubishi Chemical diversified the consumer portfolio that produces small-sized IT type and medium to large sized xEV batteries, and maintains the largest world market share. Kaixin, Guotai, Capchem, ShanShan and other enterprises of China are increasing their market share.
Lithium salt(LiPF6), an important element of electrolyte, is supplied by three Japanese enterprises that accounts for approximately 80% of the supply, and Foosung is the only Korean supplier that supplies Lithium salt(LiPF6) in the Korean market. Additives are added during the process of producing electrolyte to create SEI protective layer, anti-overcharge and improve electronic conducting productivity. Japanese suppliers occupy most of the additive market share, and Leechem, Skchemical and other suppliers of Korea supply additives to the market.
Electrolyte is one of the four main elements that constitute a secondary battery. The proportion of cost of materials from production cost is lower than other three major materials. In order to improve capacity per unit cell of secondary battery, the trend is to increase the amount of anode and cathode materials, and relatively less amount of electrolyte. However, as the expected annual growth rate of IT products by year 2020 is 12.2% and that of xEV is 77.3%, giving a positive outlook on the sustained growth of electrolyte market.
As the use of electrolyte in xEV/ESS large-sized secondary battery increases from 200 to 4,000 times larger per unit cell compared to IT products, securing stability has become a very important issue. Apart from liquid electrolyte and gel polyelectrolyte (polymer) that are already commercialized, research is continued on solid polyelectrolyte that is stable in high temperature.
This report conducts an in-depth analysis of the necessity and trend on the development of solid electrolyte, high voltage electrolyte solvents, lithium salt, additives, polyelectrolyte.