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市場調查報告書

鋰離子電池的全球市場:未來展望 (到2028年)

Lithium-ion Batteries: Outlook to 2028, 3rd Edition

出版商 Roskill Information Services 商品編碼 422570
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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鋰離子電池的全球市場:未來展望 (到2028年) Lithium-ion Batteries: Outlook to 2028, 3rd Edition
出版日期: 2019年04月24日內容資訊: 英文
簡介

本報告提供全球鋰離子電池市場現況與展望相關分析,基本的產業結構和最新形勢 - 電池需求的增加,原料結構的變化,原料的必要條件等 -、市場趨勢預測的主要影響要素,相關法規、規定、標準,價值鏈結構和變化的方向性,其他市場的影響度等的相關調查。

第1章 摘要

第2章 電池的形狀、容量,產業結構

  • 電池市場上鋰離子電池的地位
  • 產品、價值鏈、產業結構
  • 對鋰離子電池的原料產業的壓力

第3章 市場趨勢與預測 (今後10年份)

  • 市場規模的成果值、預測值:各最終市場
  • 政府的法規、法規,和產業方面的必要條件的變化

第4章 在供應鏈內部的各企業的定位

  • 供應鏈整體發展趨勢,與各企業的定位
  • 在地區、企業單位的發展趨勢

第5章 非鐵金屬對市場的影響

  • 鋰離子電池市場趨勢對各種金屬市場的影響度:整體的趨勢
  • 鋰離子電池市場趨勢對各種金屬市場的影響度:重要的電池等級的情況

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目錄

The supply of the raw and refined materials needed for the manufacturing of lithium-ion batteries is becoming as strategic as oil supplies changing the landscape for the automotive, energy and electronics industries and their supply chains globally

Battery growth

Lithium-ion batteries have become the dominant battery technology in major markets, such as portable electronics, automotive and energy storage systems, out-competing other battery technologies such as nickel metal hydride (NiMH), nickel cadmium (NiCd) and lead-acid. Between 2015 and 2018, shipments of lithium-ion batteries have increased by 24%py in terms of battery capacity, reaching over 148,000MWh. In comparison battery capacity of NiMH batteries shipped totalled below 10,000MWh and NiCd batteries below 1,000MWh in 2018. There has been significant investment by incumbent and new battery producers into constructing additional manufacturing capacity to meet demand. Major battery producers plan to invest over US$50Bn in expanding manufacturing capacity over the next 5 years in China, the USA and Europe, which is scheduled to increase annual battery capacity production to over 1.2TWh by 2030.

Rise of automotive applications

The use of lithium-ion batteries in portable electronics toward the end of the 20th century saw the introduction of lithium-ion battery technology to the mass market. Whilst portable electronics formed the first wave of demand, remaining an important end-use market for lithium-ion batteries in 2018, the industry has undergone a renaissance with the increasing use of lithium-ion batteries in hybrid and electric vehicles. Automotive applications accounted for over 70% of total lithium-ion battery shipments in 2018, compared to just 43% in 2015 and 6% in 2010. The growth in automotive applications is forecast to maintain a rapid pace, with shipments increasing by in excess of 30%py through to 2030.

Changes in battery components

Lithium-ion batteries are a complicated assemblage of materials, with metal and mineral use highest in the active cathode material, active anode material, collectors and cell hardware parts. Chemicals and plastics are more intensively used in binders, solvents, electrolytes (salts and solutions) and separators, but additives such as lithium hexafluorphosphate creep in to provide vital functions.

The increased size, capacity, power, longevity and safety requirements from automotive applications compared to other end-uses has resulted in a shift in the battery materials required, most notably in cathode materials. The increase demands on nickel-cobalt-aluminium (NCA) and nickel-cobalt-manganese (NCM) in automotive applications has seen chemistries shift to higher nickel ratios, such as NCM 6:2:2 and NCM 8:1:1, increasing energy density at the expense of some cycle life and increased cost for battery management systems. Similarly, anode materials have also evolved to maximise battery performance and longevity with increasing amounts of silicon and tin doping in graphite anodes and the use of lithium-titanate anode materials in some battery cells.

Raw material requirements

As demand for lithium-ion batteries continues to grow, the strain placed upon the raw material supply chain is expected to be significant. The wide range of raw materials required including lithium, cobalt, nickel sulphate, copper, aluminium and graphite, and changes to supply chains are inevitable.

The 3rd Edition of the Lithium-ion Batteries report draws upon Roskill's more than 50 years of experience in analysing metal and mineral markets, including major battery raw material markets, along with our in-house automotive and lithium-ion battery models.

Roskill experts will answer your questions...

  • Who are the main producers of intermediate battery products?
  • How might new uses impact raw material requirements?
  • How will government and industry regulation impact the lithium-ion industry?
  • What is the value chain for battery raw materials?
  • Why do raw material requirements differ depending on battery use?
  • How will supply and demand develop?

Report includes:

  • Analysis report with forecasts to 2028
  • Access to the report online through Roskill Interactive for up to 5 users
  • Further background data available on request
  • Hard copy of the report on request
  • Access to the analysts for discussion around report content

Table of Contents

1. Summary

2. Battery Forms, Contents and Industry Structure

Lithium-ion batteries in the battery market context. Product, value chain and industry structure. Pressures on battery raw material industries

3. Market Developments & Forecast to 2028

Historical and forecast development of Lithium-ion batteries in the context of end markets, government regulations and legislation and changing industry requirements

4. Company Positioning in the Supply Chain

Company positioning in the supply chain-developments along the supply chain. Geographical and company dimension

5. Non-ferrous Materials Impact

Impact of Lithium-ion market development for each metal in context of its overall market and most importantly the specific battery grades

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