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鋰離子電池 (LiB)的生產、生產容量的擴大:全球市場的預測 (∼2025年)

Global Lithium-ion Battery Production and Capacity Expansion, Forecasts to 2025

出版商 Frost & Sullivan 商品編碼 861615
出版日期 內容資訊 英文 88 Pages
商品交期: 最快1-2個工作天內
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鋰離子電池 (LiB)的生產、生產容量的擴大:全球市場的預測 (∼2025年) Global Lithium-ion Battery Production and Capacity Expansion, Forecasts to 2025
出版日期: 2019年05月22日內容資訊: 英文 88 Pages
簡介

10家主要供應商的鋰離子電池的生產容量,預計將從2018年的150GWh成長到2025年的740GWh,並以25.58%的年複合成長率 (CAGR) 擴大。

本報告提供全球鋰離子電池 (LiB) 市場上現在、未來的生產以及廠房生產容量的擴大趨勢,及技術領域之相關詳細分析,目前生產熱點,電池技術的發展展望,未來的供不應求,現在領導市場的廠商與將來領導的廠商,現在最富有魅力的地區等相關資訊。

第1章 摘要整理

第2章 調查範圍、目的、手法

第3章 地區概要

  • 目前生產方案
  • 亞洲的支配性
  • 中國的生產廠房
  • 歐洲發展藍圖
  • 轉移到歐洲?
  • 鋰離子擴大生產計劃

第4章 電池化學概要

  • 電池化學概要
  • 陰極化學的戰鬥
  • 全球電池化學趨勢
  • 陽極化學
  • 固態電池
  • 固態電池預測
  • 新的電池化學:電池技術的新興企業概要

第5章 供給-需求

  • 全球LiB生產趨勢
  • 全球xEV需求
  • 電池生產容量
  • EV銷售額預測的能源需求的計算

第6章 電池生產

  • 電池生產:工程
  • 最佳業務實踐/革新

第7章 原料的供給

  • LiB成本明細
  • 電池價格分析
  • 鋰、鈷
  • 鋰、鈷的生產
  • 主要的鋰礦床
  • 陰極供應商
  • 陰極需求

第8章 Gigafactory

  • 電池廠商發表的LiB生產指標
  • 8家主要製造商的運作中、計劃中的LiB生產廠房
  • Gigafactory:市場佔有率分析

第9章 供應鏈分析

  • Gigafactory:供給的戰鬥
  • 電池的組合:電池電池單元化學的電池供應鏈
  • 電池的組合:電池化學的引進趨勢 (OEM)
  • 電池的組合:價值鏈製圖
  • 電池的組合:價值鏈製圖 (高級市場區隔的OEM/供應商)
  • OEM籌資策略的目前基準

第10章 成長機會、CTA

  • 成長機會:社群合作
  • 成功、成長的策略性必要事項

第11章 結論、未來展望

第12章 附錄

目錄
Product Code: K33F-18

Installed Production Capacity of Top 10 Suppliers to Expand from 150 GWh in 2018 to about 740 GWh by 2025, at a CAGR of 25.58%

The automotive industry is evolving rapidly in terms of technology as well as tackling environmental issues. Electric vehicles (EVs) have been introduced as a clean energy initiative as they have low or zero emissions and have come a long way to become an integral part of OEMs' business strategies. Automakers like PSA and Volkswagen (VW) are creating separate EV business units to prepare for the expected EV boom in the future. However, the surge in EV demand will create the need for a huge supply of lithium ion batteries, charging infrastructure etc.

Asian manufacturers lead the production of lithium ion batteries for the EV industry by a distance. Major suppliers like CATL, BYD, LG Chem, Samsung and SK Innovation have already ramped up production capacities and have huge targets for the coming years in terms of installed capacities. They have also entered into partnerships or signed supply contracts with almost all EV manufacturers in the world. The increase in their production capacities is due to the huge EV sales targets set by major automakers for the coming future in order to comply with stringent emission standards. Europe is turning out to be the most attractive destination as it is already home to many EV manufacturers. CATL has announced plans to expand the battery production capacity at its Germany plant to 100 GWh by 2025, which will make it the largest plant by then.

NCM is the most desired battery chemistry and is expected to continue dominating, with NCM 8:1:1 set to come out in 2019. Reducing cobalt content has been identified as an effective means to lower the production cost of lithium ion batteries. This has given rise to the NCM 811 battery and is expected to lead to the NCM 9.5.5 as well. OEMs will concentrate on suppliers who can meet their aggressive sales targets. Every OEM is expected to have more than one LiB supplier and will use cobalt-free, high-density batteries.

The study gives us a detailed analysis of the current and future production and plant capacity expansion trends in the lithium ion battery market and technology space. It can also be used to gain insights into battery manufacturer strategies in establishing a profitable supply chain and to track the various automotive trends and their impact on the lithium ion battery market.

Key Issues Addressed:

  • What are the current production hotspots? Will there be a shift in market focus from Asia to Europe?
  • How is the battery technology going to evolve during the forecast period?
  • Will there be a supply-demand shortage in the future?
  • Which battery manufacturers are currently leading the race and which ones will lead in the future?
  • Which region is currently the most attractive for battery manufacturers and why?

Table of Contents

1. EXECUTIVE SUMMARY

  • Key Takeaways
  • Regional Overview-Current Production Scenario
  • Regional Overview-Production Plants in China
  • Regional Overview-Shift to Europe?
  • Battery Chemistry Overview
  • Battery Chemistry Overview-Solid-State Batteries
  • Supply-Demand-Calculated Energy Demand from Forecast EV Sales
  • Supply-Demand-Battery Production Capacity to 2025
  • Raw Material Supply-Battery Pricing Analysis
  • Raw Material Supply-Lithium and Cobalt
  • Raw Material Supply-Cathode Suppliers
  • LiB Manufacturing Targets Announced by Battery Makers
  • Gigafactories-Battle of Supply*
  • Battery Portfolio-Battery Supply Chain by Battery Cell Chemistry
  • Battery Portfolio-Battery Value Chain Mapping
  • Current Benchmarking of OEM Sourcing Strategies

2. RESEARCH SCOPE, OBJECTIVES AND METHODOLOGY

  • Research Scope
  • Research Aims and Objectives
  • Key Questions this Study will Answer
  • Research Methodology
  • Product Segmentation

3. REGIONAL OVERVIEW

  • Regional Overview-Current Production Scenario
  • Regional Overview-Asia's Dominance
  • Regional Overview-Production Plants in China
  • Regional Overview-Europe's Roadmap
  • Regional Overview-Shift to Europe?
  • Regional Overview-Li-ion Production Expansion Plans, Europe

4. BATTERY CHEMISTRY OVERVIEW

  • Battery Chemistry Overview
  • Battery Chemistry Overview-Battle of Cathode Chemistries
  • Battery Chemistry Overview-Worldwide Battery Chemistry Trend
  • Battery Chemistry Overview-Anode Chemistry
  • Battery Chemistry Overview-Solid-State Batteries
  • Beyond 2025-Solid-State Batteries
  • New Battery Chemistry-An Overview of the Start-ups in Battery Tech

5. SUPPLY-DEMAND

  • Supply-Demand-Global LiB Production Capacity Trend
  • Supply-Demand-Global xEV LiB Demand
  • Supply-Demand-Battery Production Capacity to 2025
  • Supply-Demand-Calculated Energy Demand from Forecast EV Sales
  • Calculated Energy Demand from Forecast EV Sales

6. MANUFACTURING

  • Battery Manufacturing-Cell Manufacturing: Process Steps
  • Battery Manufacturing-Best Practices/Innovations

7. RAW MATERIAL SUPPLY

  • Raw Material Supply-Li-ion Battery Cost Breakdown
  • Raw Material Supply-Battery Pricing Analysis
  • Raw Material Supply-Lithium and Cobalt
  • Raw Material Supply-Lithium and Cobalt Production
  • Raw Material Supply-Major Lithium Deposits
  • Raw Material Supply-Cathode Suppliers
  • Raw Material Supply-Cathode Demand

8. GIGAFACTORIES

  • LiB Manufacturing Targets Announced by Battery Makers
  • Active and Planned LiB Production Plants of Top 8 Manufacturers
  • Active and Planned LiB Production Plants of Top 8 Manufacturers (continued)
  • Gigafactories-Market Share Analysis

9. SUPPLY CHAIN ANALYSIS

  • Gigafactories-Battle of Supply*
  • Battery Portfolio-Battery Supply Chain by Battery Cell Chemistry
  • Battery Portfolio-Battery Chemistry Adoption Trend (OEM)
  • Battery Portfolio-Battery Value Chain Mapping
  • Battery Portfolio-Battery Value Chain Mapping (Premium Segment OEM/Supplier)
  • Current Benchmarking of OEM Sourcing Strategies

10. GROWTH OPPORTUNITIES AND COMPANIES TO ACTION

  • Growth Opportunity-Social Collaboration
  • Strategic Imperatives for the xEV LiB Industry

11. CONCLUSIONS AND FUTURE OUTLOOK

  • Conclusion
  • Strategic Analysis of Global LiB Production and Capacity Expansion to 2025-3 Big Predictions
  • Legal Disclaimer

12. APPENDIX

  • Market Engineering Methodology
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
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