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市場調查報告書

電動汽車全固態電池的技術進步

Technological Advancements in Solid State Batteries for Electric Vehicles

出版商 Frost & Sullivan 商品編碼 984783
出版日期 內容資訊 英文 52 Pages
商品交期: 最快1-2個工作天內
價格
電動汽車全固態電池的技術進步 Technological Advancements in Solid State Batteries for Electric Vehicles
出版日期: 2020年12月21日內容資訊: 英文 52 Pages
簡介

常規的鋰離子電池由於其較寬的工作電壓而使用液態有機電解質。然而,液體電解質由於其高揮發性和易燃性而成為影響電池安全性的主要因素。這是世界範圍內指出的電動汽車火災事故背後的主要原因之一。使用固態電解質的全固態電池(SSB)對於提高安全性,為高能量電池的開發鋪平道路並實現長途電動汽車具有重大意義。 SSB具有較寬的工作溫度,即使在遭受常規電池電解液凍結的寒冷國家,也可以運行電動汽車。

本報告調查了電動汽車的全固態電池市場,並概述了當前的技術趨勢,促進採用和發展的因素,主要特徵/缺陷/研發活動,技術生態系統和關注度發展。分析趨勢,專利條件和增長機會。

目錄

戰略勢在必行

  • 戰略要務8
  • 前三項戰略要務對全固態電池增長的影響
  • 關於增長管道引擎
  • 增長機會助推增長管道引擎

第1章執行摘要

  • 調查範圍
  • 分析框架-Frost&Sullivan的核心價值觀
  • 調查方法

第2章所有固態電池-概述

  • 全固態電池的外觀
  • 到2040年,電動汽車對全固態電池的需求預計將達到1500 GWh
  • 全固態電動汽車電池提供的重要價值主張
  • 固體電解質的類型
  • 全固態電池的能量密度和電壓比較

第3章全固態電池的主要研發優先領域

  • 要成功擴大全固態電池的規模,需要克服的重要挑戰
  • 室溫離子電導率和界面應力的鬆弛對於批量生產至關重要
  • 研究複合和混合固體電解質以克服枝晶形成

第4章CTA(特色公司)

  • QuantumScape Corporation
  • Ionic Materials Inc.
  • Solid Power
  • Ilika

第5章汽車OEM的顯著發展

  • 汽車OEM與初創企業和研究中心合作,為採用全固態電池的電動汽車鋪平道路

第6章所有固態電池的專利情況

  • 中國和日本引領專利活動
  • 豐田公司是全固態電池研究和開發的先驅,擁有很大的專利權。

第7章增長機會

  • 增長機會1:顛覆性技術
  • 增長機會1:具有破壞性的全固態電池,可實現長距離更安全的電動汽車
  • 增長機會2:戰略夥伴關係
  • 增長機會2:汽車OEM與初創企業之間的合作關係,以推動全固態電池的商業化
  • 全固態電池成功與增長的戰略要務

第8章主要聯繫人

第9章下一步

目錄
Product Code: D9AF

Game-Changing Solid-state Batteries Will Push the Future Electric Vehicles to the Next Level

Technological Advancements in Solid-state Batteries for EVs

The trend of decarbonization of the global automotive sector has been the main factor driving the research on novel battery materials, owing to their prominence as a key enabling technology for the electrification of the transportation sector. Li-ion batteries have become synonymous to EVs in the last 10 years. Nickel cobalt aluminum oxide (NCA), nickel manganese cobalt oxide (NMC) and lithium iron phosphate (LFP) are the widely used Li-ion battery chemistries today. These battery chemistries paved way for the massive reduction of battery pack costs, down from more than $1000/kWh in 2010 to $110-120 per kilowatt-hour in 2020. Today, the demand for EVs is growing exponentially as is the growing need for long-range EVs coupled with improved safety and fast charging capabilities. The current state-of-the-art Li-ion batteries used in popular EVs cannot necessarily cater to such emerging needs, which requires multi-fold improvements to safety and energy density without increasing the cost of battery packs.

Conventional Li-ion batteries employ liquid organic electrolyte owing to wide operating voltages. However, liquid electrolyte is the main component influencing the safety of the batteries due to their high volatility and flammability. This is one of the main reason behind some of the EV fire accidents noted across the globe. SSBs that employ solid electrolytes have been gaining significant interest owing to their increased safety while paving way for the development of batteries with higher energy densities, enabling long-range EVs. SSBs also have wide operating temperatures, providing the ability to operate EVs even in cold countries where conventional batteries will suffer from freezing of electrolytes. The study highlights the necessity for SSBs and discusses the major challenges faced by solid-state battery technology development in gaining wide-scale market adoption and competitiveness. The study provides a review of key research focus areas and technological challenges to overcome within SSBs. Additionally, it presents key stakeholders involved in technology development and notable developments and initiatives by automotive OEMs. It also features patent landscaping of SSBs, highlighting key patent owners/assignees, patenting trend in the last 10 years and patent jurisdiction with highest activity.

The study covers the following topics:

  • Solid-state batteries- overview and current technology trends
  • Factors driving adoption and development of solid-state batteries
  • Key properties, drawbacks, R&D activities
  • Technology ecosystem: innovations and key stakeholders
  • Notable developments by automotive OEMs
  • Patent landscape of SSBs
  • Growth opportunities in SSBs

Table of Contents

Strategic Imperatives

  • The Strategic Imperative 8™
  • The Strategic Imperative 8™
  • The Impact of the Top Three Strategic Imperatives on Growth of Solid-state Batteries
  • About the Growth Pipeline EngineTM
  • Growth Opportunities Fuel the Growth Pipeline Engine™

1.0 Executive Summary

  • 1.1 Research Scope
  • 1.2 Analysis Framework - Frost & Sullivan's Core Value
  • 1.3 Research Methodology

2.0 Solid-state Batteries - An Overview

  • 2.1 Emergence of Solid-state Batteries
  • 2.2 Demand from EV for Solid-state Batteries to Reach 1500GWh by 2040
  • 2.3 Key Value Proposition Offered by Solid-state Batteries For Electric Vehicles
  • 2.3 Key Value Proposition Offered by Solid-state Batteries for Electric Vehicles (Continued)
  • 2.4 Types of Solid Electrolytes
  • 2.5 Energy Density and Voltage Comparison of Solid-state Batteries

3.0 Key R&D Focus Areas in Solid-state Batteries

  • 3.1 Key Challenges to Overcome for Successful Scaling-up of Solid-state Batteries
  • 3.2 Room Temperature Ionic Conductivity and Mitigating of Interface Stress are Vital for Mass Production
  • 3.3 Composite and Hybrid Solid Electrolytes are Being Investigated to Overcome Dendrite Formation

4.0 Companies to Action

  • 4.1 QuantumScape Corporation
  • 4.2 QuantumScape
  • 4.3 Ionic Materials Inc.
  • 4.4 Ionic Materials Inc.
  • 4.5 Solid Power
  • 4.6 Solid Power
  • 4.7 Ilika
  • 4.8 Ilika

5.0 Notable Developments by Automotive OEMs

  • 5.1 Automotive OEMs Collaborate with Startups and Research Centers to Pave Way for Solid-state Batteries Powered EVs
  • 5.1 Automotive OEMs Collaborate with Startups and Research Centers to Pave Way for Solid-state Batteries Powered EVs (Continued)

6.0 Solid-state Batteries - Patent Landscape

  • 6.1 Chinese and Japanese Jurisdictions Lead the Patenting Activity
  • 6.2 Toyota is the Pioneer of Solid-state Battery Research and Development with a Lion's Share of Patent Ownership

7.0 Growth opportunities

  • 7.1 Growth Opportunity 1: Disruptive Technologies
  • 7.2 Growth Opportunity 1: Disruptive Solid-state Batteries Enabling Long-Range and Safer Electric Vehicles
  • 7.3 Growth Opportunity 2: Strategic Partnerships
  • 7.4 Growth opportunity 2: Partnerships Between Automotive OEMs and Startups to Drive Commercialization of Solid-state Batteries
  • 7.5 Strategic Imperatives for Success and Growth of Solid State Batteries

8.0 Key Contacts

  • 8.1 Key Industrial Contacts

9.0 Next Steps

  • 9.1 Your Next Steps
  • 9.2 Why Frost, Why Now?
  • Legal Disclaimer