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市場調查報告書
商品編碼
1062807

電池模組和Pack材料的技術趨勢和市場前景(至2030年)

<2022> Technology Trend and Market Outlook of Materials for Battery Module and Pack (~2030)

出版日期: | 出版商: SNE Research | 英文 208 Pages | 商品交期: 請詢問到貨日

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  • 全貌
  • 簡介
  • 目錄
簡介

新型冠狀病毒感染 (COVID-19) 儘管感染蔓延,但 2021 年全球電動汽車市場的銷售額與 2020 年相比增長了一倍以上,並取得了顯著的增長。此外,隨著世界各地的 OEM 公司全面推出使用 EV 專用平台的車輛,預計未來銷售的車輛數量將會增加。另一方面,電池模塊和電池組的發展正在轉向輕量化和無模塊化。特別是提高電池組的能量密度對於提高燃油效率是必不可少的,世界各地的原始設備製造商都在開髮用於電池組組件的材料。

本報告分析了全球電池模組/pack材料的技術/市場趨勢及未來前景,分析了電池電芯/模組/pack的結構、主要材料/組件、近期技術發展/引進現狀、主要我們將為您提供材料規格和市場趨勢、未來市場趨勢、主要公司概況等資訊。

目錄

第 1 章電池模組包關鍵材料

  • 電動汽車 (EV) 電池所需材料
  • 主要材料概要
  • 電芯化學成分的變化
  • 鎳增加/鈷減少
  • 電芯組能量密度的變化
  • 電池組主要部件配置

第 2 章電池模塊包平台趨勢

  • EV平台和電池組發展趨勢
  • VW MEB
  • HKMC e-GMP
  • GMUltium
  • Tesla
  • 無模組電池組的特點
    • BYDCTP包
    • CATLCTP包
  • 混合動力電池組
  • AB電池組系統

第 3 章電動汽車電池組規格分析與概述

  • 電動汽車電池組規格分析
  • 電池組售價預測
  • 電動汽車電池組平均容量(kWh)
  • EV用電池組能量密度分析(kWh/kg)
  • EV用電池組的可用能量分析
  • 電池組主要部件重量比
  • 電池組主要部件成本結構
  • 主要電動汽車電池組規格(可用能量):概要

第 4 章 電芯、模組、Pack的主要部件趨勢

  • EV型
  • 電動汽車的主要部件
  • 動力傳動系統規格:按 EV 類型
  • 電動汽車電池材料
  • 電動汽車電池材料價值鏈結構
  • 電芯組件包的區別
  • 電芯類型
  • 電池類型注意事項
  • 電芯類型選擇
  • 車輛電芯:選型
  • 單元格的主要組成部分
  • 圓柱/稜柱/袋型
  • 電池組材料(主要材料公司)
  • Henkel/Toray/Lanxess/Ascend/BASF/DuPont/Tesa

第 5 章包的關鍵組件

  • 單元格組件和組件
  • 鋰二次電池
  • 陰極材料類型
  • 陽極材料類型
  • 分隔符類型
  • 電解液種類
  • 按電池類型劃分的主要組件
  • 電池組用導熱材料(TIM)
  • TIM 類型
  • TIM的主要材料
  • EV中的應用示例
  • TIM 格式和材料對比
  • TIM 的主要考慮因素
  • TIM發展趨勢
  • 按類型劃分的 TIM 展望
  • 電池組/散熱板材料外殼(托盤、蓋板、墊片)
  • 住房發展趨勢及其材料
  • 高分子復合材料
  • 鋁合金材質
  • 不袗材質
  • 填料密封墊片材料
  • 包裝用冷卻板材料
  • 包裝保護用阻燃材料及其解決方案
  • 對阻燃電池組的需求
  • 熱失控預防解決方案
  • 細胞間組件及其材料
  • 模塊組件材料(圓柱、稜柱、袋型模塊)
  • 電池間絕緣(泡沫)
  • 壓縮墊
  • 連接用電氣元件(母線、FPCB)
  • 連接用電氣部件材料概要(銅、鋁)

第 6 章 EV/電池/電池組市場展望

  • 全球電動汽車 (EV) 市場展望
  • 全球電池組市場展望
  • 全球電池組組件市場展望
  • 用於電動汽車電池的材料
  • 電池組材料展望
  • 包裝外殼材料
  • 熱管理材料
  • 細胞間結構材料
  • 電池材料前景
  • 陰極材料
  • 陽極材料
  • 分隔符
  • 電解質

第 7 章主要公司現狀

  • 細胞相關企業
  • 陰極材料
    • L&F New Materials/Umicore
    • Cosmo AM&T
    • ILJIN Materials
    • Posco Chemical/Nichia
  • 陽極材料
    • Daejoo Electronic Materials
    • Hitachi Chemical
    • Mitsubishi Chemical
    • Shin-Etsu Chemical
  • 分隔符
    • SKIET
    • Asahi Kasei
    • Toray
    • SEMCORP
  • 電解質
    • Dongwha Electrolyte
    • Enchem
  • 電解材料
    • Foosung
    • Chunbo
  • 電池墊片
    • Sang-A Frontec
  • 單元格罐
    • Sangsin EDP
  • 手機袋
    • Youlchon Chemical
  • 模塊包相關公司
  • 母線/ICB總成
    • Korea Electric Terminal/Youngwha Tech/LS EV Korea
  • 線束總成
    • Yura Corp
  • 外殼總成
    • Hanjoo Metal/Aluco/Inzi Controls
  • 熱管理系統
    • Hanon Systems
  • 熱管理材料
    • WACKER/Saint-Gobain PPL
  • 包裝墊片
    • Dong-A Wha Sung
  • 封裝模組製造
    • Sebang Lithium Battery
目錄

Despite pandemic situation, global electric vehicle market in 2021 recorded remarkable growth, more than double the sales compared to 2020. Moreover, sales volume is expected to continue to grow in the future as global OEMs are launching vehicles in full swing by using exclusive platforms for electric vehicles. In addition to employment of exclusive EV platforms, there is trend that development for battery modules and packs is moving towards lightweight and module-less concept. This report explains how global OEMs are developing materials that are used in components of battery packs and applying them, as improvement of pack energy density in particular is essential to improve mileage. In addition, this report informs of the global market size and outlook of battery pack components and materials.

Chapter 1 describes the major materials contained in cell module packs, and Chapter 2 explains about the trend in battery module pack platforms. Chapter 3 analyzes and summarizes specifications of electric vehicle battery packs, and Chapter 4 describes trend of material in major components of battery, cell, module, and pack. Chapter 5 describes details of major components and materials in pack particularly, and Chapter 6 deals with outlook for electric vehicle and battery pack market. Chapter 7 covers current status of major companies related to battery, cell, module, and pack.

Table of Contents

Part 1. Major Materials of Cell, Module, and Pack

  • Materials needed in electric vehicle batteries
  • Introduction of major materials
  • Change in chemical compostion of battery cell
  • increase of nickel/ decrease of cobalt
  • Change in energy density of battery cell and pack
  • Composition of major components in battery pack

Part 2. Trend in battery cell, module, and pack platform

  • Development trend of EV platform and battery pack
  • VW MEB
  • HKMC e-GMP
  • GM Ultium
  • Tesla
  • Characteristics of module-free battery pack
    • BYD CTP pack
    • CATL CTP pack
  • Hybrid battery pack
  • AB battery pack system

Part 3. Analysis and summary of electric vehicle battery pack specifications

  • Analysis of electric vehicle battery pack specifications
  • Outlook of battery cell and pack sales price
  • Average capacity of electric vehicle battery pack for car (kWh)
  • Analysis of electric vehicle battery pack energy density (kWh/kg)
  • Analysis of electric vehicle battery pack usable energy
  • Weight ratio of major components of battery pack
  • Cost compostion of major parts of battery pack
  • Summary of major EV battery pack specifications (1)
  • Summary of major EV battery pack specifications (2)
  • Summary of major EV battery pack specifications (usable energy) (3)

Part 4. Trend of major composition materials of battery cells, modules, and packs

  • Electric vehicle types
  • Major components of electric vehicles
  • Powertrain specification by electric vehicle type
  • Electric vehicle battery materials
  • Value chain composition of electric vehicle battery materials
  • Difference between cell, module and pack
  • Battery Cell Type
  • Considerations for battery cell type
  • Selection of battery cell type
  • Selection of vehicle battery cell type
  • Major components of cell
  • Cylindrical / Prismatic / Pouch Type
  • Battery pack materials (Major material companies)
  • Henkel / Toray / Lanxess / Ascend / BASF / DuPont / Tesa

Part 5. Major components of Pack

  • Composition materials and components of Cells
  • Lithium secondary battery
  • Types of cathode materials
  • Types of andoe materials
  • Types of separators
  • Types of electrolyte
  • Major components by battery cell type
  • Thermal Interface Materials (TIM) for battery pack
  • Types of TIM
  • Major materials of TIM
  • Application example in EV
  • Forms of TIM and comparison of the materials
  • Major considerations for TIM
  • Development trend of TIM
  • Outlook by TIM type
  • Housing(Tray, Cover, Gasket) for battery pack and cooling plate material
  • Trend of housing development and its material
  • Polymer composite material
  • Al alloy material
  • Stainless steel material
  • Pack sealing gasket material
  • Pack cooling plate material
  • Flame retardant materials for pack protection and its solution
  • Necessity for flame retardancy of battery pack
  • Solution for prevention of thermal runaway
  • Inter-cell components and its materials
  • Materials of module composition components (cylindrical, prismatic, pouch-type module)
  • Inter-cell insulation materials (Foams)
  • Compression pad
  • Electrical components for connection (Busbar, FPCB)
  • Summary of materials of electrical components for connection (Copper, Al)

Part 6. Market outlook of EVs, batteries and battery packs

  • Global market outlook of electric vehicles
  • Global market outlook of battery packs
  • Global market outlook of battery pack components
  • Materials used in electric vehicle batteries
  • Outlook of battery pack materials
  • Pack housing materials
  • Thermal management materials
  • Inter-cell structural materials
  • Outlook of battery cell materials
  • Cathode materials
  • Anode materials
  • Separators
  • Electrolyte

Part 7. Status of Major Companies

  • Cell-related companies
  • Cathode Materials
    • L&F New Materials / Umicore
    • Cosmo AM&T
    • ILJIN Materials
    • Posco Chemical / Nichia
  • Anode Materials
    • Daejoo Electronic Materials
    • Hitachi Chemical
    • Mitsubishi Chemical
    • Shin-Etsu Chemical
  • Separators
    • SKIET
    • Asahi Kasei
    • Toray
    • SEMCORP
  • Electrolyte
    • Dongwha Electrolyte
    • Enchem
  • Electrolytic Materials
    • Foosung
    • Chunbo
  • Cell gasket
    • Sang-A Frontec
  • Cell Can
    • Sangsin EDP
  • Cell Pouch
    • Youlchon Chemical
  • Module Pack related Companies
  • Busbar & ICB Assembly
    • Korea Electric Terminal/ Youngwha Tech / LS EV Korea
  • Harness Assembly
    • Yura Corp
  • Housing Assembly
    • Hanjoo Metal / Aluco / Inzi Controls
  • Thermal Management System
    • Hanon Systems
  • Thermal Management Materials
    • WACKER / Saint-Gobain PPL
  • Pack gasket
    • Dong-A Wha Sung
  • Pack Module Manufacturing
    • Sebang Lithium Battery