封面
市場調查報告書
商品編碼
1197437

鋰離子電池電解質溶劑市場——增長、趨勢、COVID-19 的影響和預測 (2023-2028)

Lithium-Ion Battery's Electrolyte Solvent Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3個工作天內

價格

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

在預測期內,鋰離子電池電解液溶劑市場的複合年增長率預計將超過 21.5%。

COVID-19 大流行對市場產生了負面影響,供應鏈受到全球封鎖的限制,行業擴張受到嚴重阻礙。 此外,汽車和電子產品的生產暫時停止,減少了主要終端用戶行業的需求。 然而,隨著疫情好轉和汽車及電子產品生產的恢復,目前估計已達到疫情前的水平,並有望在預測期內實現穩定增長。

主要亮點

  • 由於電動汽車製造商和智能手機製造商的需求增加,預計鋰離子電池對電解質溶劑的需求將會增長。
  • 另一方面,由於使用含有許多雜質的電解質而導致的潛在危害預計會阻礙市場增長。
  • 在預測期內,不可燃溶劑生產新技術和鋰離子電池在航空航天應用中的普及等因素預計將為製造商提供許多機會。
  • 亞太地區在全球需求中所佔份額最大,而中國顯然主導著全球需求。

鋰離子電池電解液市場趨勢

電動汽車/汽車應用的需求增加

  • 電動汽車應用是所研究市場中增長最快的應用。 鋰離子電池具有高功率重量比,這是推動電動汽車應用增長的主要優勢。 能源效率高、高溫性能好、自放電低等其他優勢也為電動汽車的改進做出了貢獻。
  • 電池使用溶劑在電解質和電子之間形成保護膜並調節電解質的濃度。
  • 混合此溶劑可降低電解質的粘度並增加鋰鹽的溶解度。 其結果是提高了鋰離子在電解液中的遷移率,有望提高汽車電池的性能。
  • 根據 EV 銷量,2021 年全球 EV(電動汽車)銷量將達到 675 萬輛,與 2020 年的 324 萬輛相比增長 108%。
  • 此外,在 2021 年的 675 萬輛電動汽車銷量中,340 萬輛銷往中國大陸,230 萬輛銷往歐洲,70 萬輛銷往美國。 此外,EV(純電動汽車(BEV)、插電式混合動力汽車(PHEV))在全球微型車銷量中所佔的比例將從 2020 年的 4.2% 增加到 2021 年的 8.3%。
  • 根據 IEA 的數據,在新政策情景下,2030 年全球電動汽車銷量預計將達到 1.25 億輛(不包括摩托車和三輪車)。
  • 此外,在 EV30@30 情景下,預計到 2030 年中國約 70% 的汽車銷量將是電動汽車。 預計歐洲銷量的一半為電動汽車,日本為 37%,加拿大和美國為 30%,印度為 29%。
  • 隨著電動汽車行業的高速增長和各國政府的政策支持,電動汽車電池應用的溶劑需求預計將在預測期內創下最高增長率。

預計亞太地區將主導市場

  • 鋰離子電池電解液在汽車和電子行業的需求量很大,尤其是在中國、印度和日本。預計市場規模將保持不變。
  • 中國是世界上最大的電動汽車市場。 中國電動汽車(純電動汽車(BEV)和插電式混合動力汽車(PHEV))銷量達到339.6萬輛,較2020年的133.1萬輛增長155%。
  • 此外,中國已投資至少 600 億美元支持電動汽車行業,推動了到 2035 年向所有電動汽車或混合動力汽車過渡的雄心勃勃的計劃。 到 2035 年,中國預計售出的汽車中約有 50% 將純電動。
  • 根據印度儲能聯盟 (IESA) 的數據,到 2030 年,印度電動汽車 (EV) 行業的複合年增長率預計將達到 36% 左右。
  • 此外,印度政府將鼓勵採用電動汽車,並且在某些行業將強制要求“儘早引入(混合動力和)電動汽車·我們正在通過“製造”計劃增加動力。
  • 該系統刺激了對電動汽車的需求,並支持在城市地區部署充電技術和充電站。
  • 儘管日本計劃到 2030 年代中期逐步淘汰汽油和柴油汽車,並且混合動力汽車的生產正在蓬勃發展,但消費者在 BEV 方面的選擇有限。
  • 此外,日本已宣佈到 2035 年將僅停止銷售新的汽油動力汽車。
  • 日本政府遭到了豐田的強烈反對,豐田去年表示,如果政府行動過快,“汽車行業當前的商業模式將會崩潰”。 豐田正在開發一種以氫為燃料的燃料電池汽車 (FCEV),但直到 2025 年才計劃量產 BEV 汽車。
  • 根據日本電子和信息技術產業協會 (JEITA) 的數據,截至 2021 年 12 月,日本電子和 IT 行業(包括電子設備、零件和設備)的全球產量預計每年增長 8%- 2021 年同比增長 37.3194 萬億日元(約 2810.9 億美元),2022 年工業生產預計同比增長 2% 至 38.152 萬億日元(約 2863.3 億美元)。
  • 因此,由於上述因素,預計亞太地區將在預測期內主導全球市場。

鋰離子電池電解液溶劑市場競爭者分析

我們研究的市場具有綜合性。 研究的主要市場參與者包括 UBE Corporation、Kindun Chemical Co., Limited、OUCC、Dongwha Electrolyte 和 Shenzhen Capchem Technology(排名不分先後)。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

內容

第一章介紹

  • 調查先決條件
  • 調查範圍

第二章研究方法論

第 3 章執行摘要

第四章市場動態

  • 司機
    • 電動汽車製造商的需求不斷擴大
    • 智能手機製造商的需求不斷擴大
  • 阻礙因素
    • 使用不純電解質可能帶來的危害
    • 其他約束
  • 價值鏈分析
  • 波特的五力分析
    • 供應商的議價能力
    • 消費者的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭程度

第 5 章市場細分(基於價值的市場規模)

  • 溶劑類型
    • 碳酸亞乙酯 (EC)
    • 碳酸二乙酯 (DEC)
    • 碳酸二甲酯 (DMC)
    • 甲基碳酸乙酯 (EMC)
    • 碳酸亞丙酯 (PC)
    • 其他溶劑類型
  • 申請
    • 備用電源/UPS
    • 手機、筆記本電腦和其他一般消費電子產品
    • 電動汽車/汽車
    • 儲能係統
    • 其他應用
  • 按地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 東盟國家
      • 其他亞太地區
    • 北美
      • 美國
      • 加拿大
      • 墨西哥
    • 歐洲
      • 德國
      • 法國
      • 英國
      • 意大利
      • 其他歐洲
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 中東
      • 沙特阿拉伯
      • 南非
      • 其他中東地區

第六章競爭格局

  • 併購、合資企業、合作、合同
  • 市場份額 (%) 分析
  • 主要參與者採用的策略
  • 公司簡介
    • BASF SE
    • Connect Chemicals
    • Dongwha Electrolyte
    • Huntsman International LLC
    • Kindun Chemical Co., Limited
    • Lixing Chemical
    • Lotte Chemical
    • Merck KGaA
    • Mitsubishi Chemical Corporation
    • OUCC
    • Sankyo Chemical Co. Ltd
    • Shenzhen Capchem Technology Co. Ltd(CAPCHEM)
    • UBE Corporation
    • Zhengzhou Meiya Chemical Products Co. Ltd

第七章市場機會與未來趨勢

  • 生產不易燃溶劑的新技術
  • 擴大鋰離子電池在航空航天領域的使用
簡介目錄
Product Code: 71531

The lithium-ion battery's electrolyte solvent market is expected to record a CAGR of more than 21.5% during the forecast period.

The COVID-19 pandemic had a negative impact on the market, owing to the lockdown in various countries across the world led to supply chain constraints that significantly obstructed the expansion of the industry. Moreover, the production of automobiles and electronics observed a temporary halt which led to a decrease in demand for its major end-user industries. However, with improvement in the pandemic situation and the restart of automobile and electronic production operations, the market is now estimated to have reached pre-pandemic levels, and it is expected to grow steadily during the forecast period.

Key Highlights

  • The increasing demand from electric vehicle manufacturers and growing demand from smartphone manufacturers​​ are likely to drive the demand for lithium-ion battery's electrolyte solvents.
  • On the flip side, potential hazards caused by using impure electrolyte solvent is expected to hinder the growth of the market.
  • Factors like emerging technologies in the production of non-flammable solvents and the increasing scope of lithium-ion batteries in aerospace applications are likely to offer numerous opportunities to the manufacturers during the forecast period.
  • Asia-Pacific accounted for the largest share across the world, with China clearly dominating the global demand.

Lithium-ion Batteries Electrolyte Solvent Market Trends

Increasing demand from Electric Mobility/Vehicles Applications

  • Electric mobility vehicles application is the fastest-growing application of the market studied. Lithium-ion batteries have a high power-to-weight ratio, which is the major advantage that is driving its growth in electric vehicle applications.vThe other advantages, such as high energy efficiency, good high-temperature performance, and low self-discharge, are also playing a part in improving EVs.
  • Solvent is used in the batteries to adjust the concentration of the electrolyte, along with the formation of a protective layer between electrolyte and electrons.
  • These solvents are mixed to decrease the electrolyte's viscosity and increase the solubility of lithium salts. This increases the mobility of lithium-ions in the electrolyte, resulting in higher battery performance in the vehicles.
  • As per the EV Volumes, the global EV (electric vehicles) sales reached 6.75 million units in 2021, registering a growth of 108% compared to 3.24 million sales in 2020.
  • Moreover, out of the 6.75 million EVs sold in 2021, 3.4 million EVs were sold in 2021 to mainland China, 2.3 million EVs were sold in Europe, and 0.7 million were in the United States. Moreover, the share of EVs (battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs)) in global light vehicle sales was 8.3 % in the year 2021 as compared to 4.2 % in 2020.
  • According to IEA, in 2030, global electric vehicle sales are expected to reach 125 million as per the New Policies Scenario (excluding two/three-wheelers).
  • Furthermore, As per the EV30@30 Scenario, in 2030, around 70% of the vehicle sales in China are expected to be EVs. Also, half of the vehicles sold in Europe are EVs, along with 37% in Japan, 30% in Canada and the United States, and 29% in India.
  • With the high growth of the electric vehicle industry, along with government policy push in various countries, the solvent demand from electric vehicle battery application is expected to post the highest growth rates over the forecast period.

Asia-Pacific Region is Expected to Dominate the Market

  • Asia-Pacific region is largest market for lithium-ion battery's electrolyte solvent and is expected to remain the largest market in the forecast period owing to significant demand for lithium-ion battery mainly for the application in automotive and electronics industries majorly form the China, India, and Japan.
  • China is the largest car market for electric vehicles in the world. As per the EV Volumes, In China, the electric vehicle (battery electric vehicle (BEVs) and plug-in hybrid electric vehicle (PHEVs)) sales accounted for 3,396 thousand units, witnessing a growth of 155% compared to 1,331 thousand units, in 2020.
  • Moreover, China has invested at least USD 60 billion to support the EV industry and it is pushing an ambitious plan to transition to all-electric or hybrid cars by 2035. China has predicted that approximately 50% of all cars sold by 2035 will exclusively be EVs.
  • As per India Energy Storage Alliance (IESA), the Electric Vehicle (EV) industry in India is expected to expand at a CAGR of around 36% by 2030.
  • Moreover, The Indian government has created momentum through its Faster Adoption and Manufacturing of (Hybrid and) Electric Vehicles schemes that encourage and, in some segments, mandate the adoption of electric vehicles (EV), to reach 30% EV penetration by 2030.
  • The scheme creates demand incentives for EVs and supports the deployment of charging technologies and stations in urban centers.
  • Although Japan plans to phase out petrol and diesel cars by the mid-2030s and is a powerhouse producer of hybrid cars, consumers have a limited choice when it comes to BEVs.
  • Moreover, Japan also announced that it would stop the sale of new gasoline-only cars by 2035.
  • The Japanese government is facing pushback from Toyota, which said last year that "the current business model of the car industry is going to collapse" if the government moved too quickly. Toyota has no plans to mass-produce a BEV vehicle until 2025, although it is developing fuel-cell electric vehicles (FCEVs) that run on hydrogen.
  • According to Japan Electronics and Information Technology Industries Association (JEITA), as of December 2021, the global production by the Japanese electronics and IT industry, including electronic equipment, components, devices, and others was estimated to register a growth of 8% year-on-year in 2021 to JPY 37,319.4 billion (~USD 281.09 billion) and the industrial production is forecasted to JPY 38,015.2 billion (~USD 286.33 billion) in 2022, with an estimated growth of 2% year-on-year.
  • Thus, based on the aforementioned factors, Asia-Pacific is expected to dominate the global market over the forecast period.

Lithium-ion Batteries Electrolyte Solvent Market Competitor Analysis

The market studied is consolidated in nature. The major players in the market studied include (not in any particular order) UBE Corporation, Kindun Chemical Co., Limited, OUCC, Dongwha Electrolyte, and Shenzhen Capchem Technology Co. Ltd.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Increasing Demand from Electric Vehicle Manufacturers
    • 4.1.2 Growing Demand from Smartphone Manufacturers
  • 4.2 Restraints
    • 4.2.1 Potential Hazards Caused by Using Impure Electrolyte Solvents
    • 4.2.2 Other Restraints
  • 4.3 Industry Value Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Consumers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Value)

  • 5.1 Solvent Type
    • 5.1.1 Ethylene Carbonate (EC)
    • 5.1.2 Diethyl Carbonate (DEC)
    • 5.1.3 Dimethyl Carbonate (DMC)
    • 5.1.4 Ethyl Methyl Carbonate (EMC)
    • 5.1.5 Propylene Carbonate (PC)
    • 5.1.6 Other Solvent Types
  • 5.2 Application
    • 5.2.1 Power Backups/UPS
    • 5.2.2 Mobile, Laptops, and Other Commonly Used Consumer Electronic Goods
    • 5.2.3 Electric Mobility/Vehicles
    • 5.2.4 Energy Storage Systems
    • 5.2.5 Other Applications
  • 5.3 Geography
    • 5.3.1 Asia-Pacific
      • 5.3.1.1 China
      • 5.3.1.2 India
      • 5.3.1.3 Japan
      • 5.3.1.4 South Korea
      • 5.3.1.5 ASEAN Countries
      • 5.3.1.6 Rest of Asia-Pacific
    • 5.3.2 North America
      • 5.3.2.1 United States
      • 5.3.2.2 Canada
      • 5.3.2.3 Mexico
    • 5.3.3 Europe
      • 5.3.3.1 Germany
      • 5.3.3.2 France
      • 5.3.3.3 United Kingdom
      • 5.3.3.4 Italy
      • 5.3.3.5 Rest of Europe
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Rest of South America
    • 5.3.5 Middle-East
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 South Africa
      • 5.3.5.3 Rest of Middle-East

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Share (%) Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 BASF SE
    • 6.4.2 Connect Chemicals
    • 6.4.3 Dongwha Electrolyte
    • 6.4.4 Huntsman International LLC
    • 6.4.5 Kindun Chemical Co., Limited
    • 6.4.6 Lixing Chemical
    • 6.4.7 Lotte Chemical
    • 6.4.8 Merck KGaA
    • 6.4.9 Mitsubishi Chemical Corporation
    • 6.4.10 OUCC
    • 6.4.11 Sankyo Chemical Co. Ltd
    • 6.4.12 Shenzhen Capchem Technology Co. Ltd (CAPCHEM)
    • 6.4.13 UBE Corporation
    • 6.4.14 Zhengzhou Meiya Chemical Products Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Emerging Technologies in the Production of Non-flammable Solvents
  • 7.2 Increasing Scope of Lithium-ion Batteries in Aerospace Applications