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市場調查報告書

鋰離子電池陰極材料:技術趨勢、市場預測 (∼2030年)

<2020> Lithium Ion Battery Cathode Technology Trend and Market Forecast (~2030)

出版商 SNE Research 商品編碼 926052
出版日期 內容資訊 英文 295 Pages
商品交期: 請詢問到貨日
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鋰離子電池陰極材料:技術趨勢、市場預測 (∼2030年) <2020> Lithium Ion Battery Cathode Technology Trend and Market Forecast (~2030)
出版日期: 2020年02月12日內容資訊: 英文 295 Pages
簡介

二次電池的市場從IT,也擴張到ESS、EV的領域用途,預計陰極材料的市場也相同需求擴大。各地區中,韓國、中國、日本3個國家領導全球陰極市場。中國企業,隨著國內的大電池製造商成長增加供給量,構築堅定的地位。另一方面,日本企業以前驅體的先進技術為基礎的與中國對抗。還有韓國的陰極材料企業,必須應對跟中國企業的價格競爭,跟日本廠商的陰極材料及前驅體的技術競爭。

本報告提供鋰離子電池陰極材料的技術及市場調查,陰極材料技術的現狀及開發趨勢,技術上的課題,製造流程,主要企業趨勢,全球LIB市場預測,各材料、企業、地區的陰極材料需求的預測,價格趨勢等資訊彙整。

第1章 陰極材料技術的現狀、開發趨勢

  • 簡介
    • 陰極材料開發狀況
    • 設計標準
    • 特性必要條件
  • 陰極材料的類型
    • 等級為基礎
      • LiCoO2
      • LiNiO2
      • LiMO2(M = Fe, Mn)
      • Ni-Mn系
      • 3零組件(Ni-Co-Mn) 類
      • 鋰過剩複合材料
    • 尖晶石系複合材料
      • LiMn2O4
      • LiMxMn2-xO4
    • 籠瓶系複合材料
      • LiFePO4
      • LiMPO4(M = Mn, Co, Ni)
  • 其他陰極材料
    • 氟化物系複合材料

第2章 Ni-Rich NCM技術

  • 簡介
  • Ni-Rich NCM的問題
    • 陽離子混合
    • H2-H3位相位變化
    • 殘餘鋰複合材料
  • Ni-Rich NCM的課題
    • 過渡金屬摻雜
    • 表面改性
    • 濃度傾斜結構

第3章 製造流程

  • 製造流程
  • 前驅體的製造流程
    • 反應器
    • 反應器後的流程
  • 陰極材料的特性評估
  • 陰極基板的製造流程

第4章 陰極材料企業趨勢

  • 韓國
    • L&F
    • Umicore Korea
    • Ecopro BM
    • Cosmo AM&T
    • Iljin Materials
    • Posco Chemical
  • 日本
    • 日亞化學工業
    • 住友金屬礦山
    • 戶田工業
    • 三井金屬礦業
    • 新日本電工
  • 中國
    • Reshine
    • Shanshan
    • Easpring
    • B&M
    • Pulead
    • XTC
    • ZEC
    • CY Lico
    • Ronbay

第5章 全球LIB市場預測

  • 整體市場
  • 小型IT
  • 中型EV
  • 大型ESS

第6章 陰極材料市場趨勢、預測

  • 需求
    • 陰極需求:各國
    • 陰極需求:各材料
    • 陰極市場:各供應商
    • 需求的變化:各材料
    • 陰極需求:LIB各企業
    • 陰極製造能力
    • 價格趨勢
目錄

Recently, the secondary battery market is expanding into the ESS and EV markets, from the application market for small ITs. The cathode material market of secondary batteries is also expected to increase in its demand thereby.

The Li-ion secondary battery was invented by Akira Yoshino in Japan around the year of 1985, which was commercialized by the company of SONY in 1991. At the time, the cathode material, used by SONY, was lithium cobalt oxide (LiCoO2; hereinafter, referred to as ‘LCO'). The LCO as a cathode material in Li-ion secondary batteries has nominal voltage of 3.7V and is the material where lithium can be reversibly intercalated and delithiated. It is still the most used material because it is easy to be synthesized and also has relatively good life characteristics. However, problems of such LCO began to emerge. One of the problems is that LCO, mainly composed of Co ? which has limited reserves, is very expensive. Another problem is on the performance of the material: that the battery capacity is at most 150mAh/g, about a half of the theoretical capacity, due to the structural instability of LCO at the end of charging. Due to this, it is difficult to use LCO cathode materials in mid- and large-sized batteries for EVs and power storage, which becomes an unfavorable condition.

Accordingly, the cathode material, where this point has been improved, is lithium-nickel-cobalt-aluminum oxide (LiNi0.8Co0.15Al0.05O2; hereinafter, referred to as ‘NCA'). And the newly developed cathode material is lithium-nickel-cobalt-manganese oxide (LiNi1/3Co1/3Mn1/3O2; hereinafter, referred to as ‘NCM'), which was invented by 3M ? holding the NCM111 patent. LG Chem has also developed LiNi0.5Co0.2Mn0.3O2 (NCM 523) material some of whose compositions, composed of NCM, have been adjusted. Recently, many researches have been conducted on high Ni-based cathode materials, such as NCM622, NCM811, etc.

In addition, there is lithium-manganese oxide (LiMn2O4; hereinafter, referred to as ‘LMO') which structurally has a spinel structure; even though its capacity is 100mAh/g, lower than LCO, it has good output characteristics and excellent safety, and above all, it is applied to low-end products by using its low price as an advantage or being blended in some cathode materials for EVs.

The last one is lithium-Ferric Phosphate oxide (LiFePO4; hereinafter, referred to as ‘LFP'), which has the Olivine Structure; since its structural safety is high but the discharge voltage is relatively lower as appr. 3.5V, researches are in full swing on the high-voltage olivine cathode material in which Fe is replaced with Mn, Ni or the like.

In the case of the cathode materials that form the cathode among the four major components (cathode, anode, electrolyte, and separator) of Li-ion secondary batteries, since its proportion is large to the extent of accounting for about 30-40% of the total cost of Li-ion secondary batteries, it could be said that in order to commercialize large-sized lithium-ion secondary batteries whose cost is considered as the most important factor, improving the performance of cathode materials and lowering prices at the same time is an essential factor.

In the global cathode material market, 3 countries of Korea, China, and Japan are leading the market. Chinese companies have emerged as the absolute strong by increasing the quantity of supply along with the growth of major Chinese battery makers based on the domestic market and where Japanese companies are responding to the China's offensive based on their advanced technology for precursors. Korean cathode material companies are in the situation where they will have to confront the price competition with Chinese companies and simultaneously, to cope with the keen technical competition for cathode materials and precursors with Japanese makers.

In the future, the cathode material market is expected to lead to the keenly competitive phase among materials makers in 3 countries of Korea, China, and Japan, along with the great growth of LIB in the global EV market.

In this report, we described the technical trends on cathode materials by various types, and especially, have updated the development trend of cathode material technologies centered on Ni-rich NCM. Moreover, the mineral market used for cathode materials was also discussed in detail. The subject company for cathode materials included 6 Korean, 6 Japanese, and 9 Chinese companies.

In the market segment, we analyzed the demand and supply outlooks for the market by country, company, and cathode material type, for the last four years (2015-2018).

Table of Contents

Chapter 1. Current Status and Development Trend of Cathode Material Technology

1. Introduction

  • 1.1. Status of Cathode Material Development
  • 1.2. Design Criteria for Cathode Materials
    • 1.2.1. Ionic Bonding and Covalent Bonding
    • 1.2.2. Types of Mott-Hubbard and Charge Transfer
    • 1.2.3. Concept of Charge Transfer Reaction in 3d Transition Metal Oxide
    • 1.2.4. Concepts of diffusion in Solid-Phase and of 2-Phase Coexistence Reaction
  • 1.3. Properties Required for Cathode Materials

2. Type of Cathode Material

  • 2.1. Layered-Based Compound
    • 2.1.1. LiCoO2
    • 2.1.2. LiNiO2
    • 2.1.3. LiMO2(M = Fe, Mn)
    • 2.1.4. Ni-Mn Based
    • 2.1.5. 3-Component(Ni-Co-Mn) Based
    • 2.1.6. Lithium-Excessive Compound
  • 2.2. Spinel-Based Compound
    • 2.2.1. LiMn2O4
    • 2.2.2. LiMxMn2-xO4
  • 2.3. Olivine-Based Compound
    • 2.3.1. LiFePO4
    • 2.3.2. LiMPO4(M = Mn, Co, Ni)

3. Other Cathode Materials

  • 3.1. Fluoride-Based Compound

Chapter 2. Ni-Rich NCM Technology

1. Introduction

2. Problems of Ni-Rich NCM

  • 2.1. Cation Mixing
  • 2.2. H2-H3 Phase Change
  • 2.3. Residual Lithium Compounds

3. Challenges for Ni-Rich NCM

  • 3.1. Transition Metal Doping
  • 3.2. Surface Modification
  • 3.3. Concentration Gradient Structure

Chapter 3. Manufacturing Process of Cathode Material

1. Manufacturing Process of Cathode Material

  • 1.1. Mixing
  • 1.2. Calcination
  • 1.3. Crushing
  • 1.4. Sieving
  • 1.5. Magnetic Separation

2. Precursor Manufacturing Process

  • 2.1. Reactor
  • 2.2. Process after Reactor

3. Characteristic Evaluation of Cathode Material

  • 3.1. Chemical Composition Analysis
  • 3.2. Measurement of Specific Surface Area
  • 3.3. Measurement of Particle Size
  • 3.4. Measurement of Tapped Density
  • 3.5. Measurement of Moisture Content
  • 3.6. Measurement of Residual Lithium Carbonate
  • 3.7. Thermal Analysis
  • 3.8. Particle Strength

4. Manufacturing Process of Cathode Substrate

Chapter 4. Trends of Cathode Material Company

1. Korean Cathode Company

  • 1.1. L&F
  • 1.2. Umicore Korea
  • 1.3. Ecopro BM
  • 1.4. Cosmo AM&T
  • 1.5. Iljin Materials
  • 1.6. Posco Chemical

2. Japanese Cathode Company

  • 2.1. Nichia
  • 2.2. Sumitomo Metal Mining
  • 2.3. Toda Kogyo
  • 2.4. Mitsui Kinzoku
  • 2.5. Nippon Denko
  • 2.6. Posco Chemical

3. Chinese Cathode Company

  • 3.1. Reshine
  • 3.2. Shanshan
  • 3.3. Easpring
  • 3.4. B&M
  • 3.5. Pulead
  • 3.6. XTC
  • 3.7. ZEC
  • 3.8. CY Lico
  • 3.9. Ronbay

Chapter 5. Outlook for Global LIB Market(by 2030)

1. Outlook for Global LIB Market

2. Outlook for Global LIB Market for Small-Sized IT

3. Outlook for Global LIB Market for Medium-Sized EV

4. Outlook for Global LIB Market for Large-Sized ESS

Chapter 6. Market Trend and Outlook for Cathode Material

1. Market Demand for Cathode Material

  • 1.1. Cathode Demand by Country
  • 1.2. Cathode Demand by Material
  • 1.3. Cathode Market by Supplier
  • 1.4. Demand Change Trends by Material
  • 1.5. Cathode Demand by LIB Company
    • 1.5.1. Samsung SDI's Usage Status for Cathode
    • 1.5.2. LG Chem's Usage Status for Cathode
    • 1.5.3. SKI's Usage Status for Cathode
    • 1.5.4. Panasonic's Usage Status for Cathode
    • 1.5.5. CATL's Usage Status for Cathode
    • 1.5.6. ATL's Usage Status for Cathode
    • 1.5.7. BYD's Usage Status for Cathode
    • 1.5.8. Lishen's Usage Status for Cathode
    • 1.5.9. Guoxuan's Usage Status for Cathode
    • 1.5.10. AESC's Usage Status for Cathode
  • 1.6. Cathode Production Capacity
  • 1.7. Trends of Cathode Prices
    • 1.7.1. Price Structure of Cathode Materials
    • 1.7.2. Price Trends by Cathode Material Type
    • 1.7.3. Mineral Market Trends
      • 1.7.3.1. Nickel
      • 1.7.3.2. Cobalt
      • 1.7.3.3. Manganese
      • 1.7.3.4. Lithium