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市場調查報告書

鋰離子電池電解質:技術趨勢、市場預測 (∼2030年)

<2020> Lithium Ion Battery Electrolyte Technology Trend and Market Forecast (~2025)

出版商 SNE Research 商品編碼 926054
出版日期 內容資訊 英文 83 Pages
商品交期: 請詢問到貨日
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Notice: The original report is written in Korean. Please ask us for more information regarding delivery time.

鋰離子電池電解質:技術趨勢、市場預測 (∼2030年) <2020> Lithium Ion Battery Electrolyte Technology Trend and Market Forecast (~2025)
出版日期: 2020年02月12日內容資訊: 英文 83 Pages
簡介

全球電解質的市場上日本及韓國居主導立場。可是近幾年中國企業也急劇成長。

本報告提供鋰離子電池電解質的技術及市場調查,電解質溶媒種類與概要,電解質添加劑的用途、概要,各材料、企業、地區的電解質材料需求的預測,價格趨勢,主要製造商趨勢等資訊彙整。

第1章 電解質溶媒

  • 環狀碳酸鹽
  • 線形碳酸鹽
  • 電極表面形成保護薄膜的添加劑的氣體產生機制

第2章 電解質添加劑

  • 高鎳為基礎的陰極界面穩定化用電解質添加劑
  • 改善輸出特性用電解質添加劑
  • 採用了LiFSI鹽的電解質
  • 改善熱穩定性用阻燃性添加劑
  • 大容量陽極界面穩定化用添加劑

第3章 電解質市場趨勢、預測

  • 電解質需求:各國
  • 電解質需求:各材料
  • 電解質市場:各供應商
  • 電解質需求:各LIB企業
    • SDI
    • LGC
    • Panasonic
    • SONY
    • AESC
    • 日立 Maxell
    • ATL
    • BYD
    • Lishen
    • Coslight
  • 製造容量
  • 需求預測:各材料
  • 價格趨勢

第4章 電解質製造商狀況

  • 韓國
    • Panax Etec
    • Soulbrain
    • Enchem
  • 日本
    • 三菱
    • Ube Industries, Ltd.
    • Central Glass
  • 中國
    • Capchem
    • Guotai Huarong
    • Shanshan
    • Tinci
目錄

Recently, the secondary battery market is expanding into the ESS and EV markets, from the application market for small ITs. Japanese companies, such as Panasonic, SONY, etc., which have developed rechargeable batteries and pioneered the industry, are being pushed out of the market competition with Samsung SDI and LG Chemical, and emerging companies in China, such as ATL, BYD, LISHEN, BAK, and so on. Chinese companies are expanding their market share (M/S), utilizing support from the Chinese government and unlimited domestic market as their stepping stone. For the time being, the "3-Nation Structure of Secondary Battery" of Korea, China, and Japan are expected to continue, and the US and Germany are also continuously showing their interest in manufacturing and materials markets of high-capacity secondary batteries, according to the expansion of the EV market.

When it comes to the composition of electrolyte, it consists of Solvents, Lithium salts, and Additives. Due to its characteristics, electrolytes should be developed, jointly with Li-Ion secondary battery manufacturers. In the case of IT-type small products, it will shortly take a development period of 3-4 months, and for the electrolyte for xEV, the development and evaluation should be conducted for over one year. In order to develop various products with customers and cope with them, excellent R&D capability will be required.

The global electrolyte market has been dominated by Japan and South Korea, but with the recent rapid growth of Chinese companies, competition with Chinese companies is also inevitable. Panax e-tec, Soulbrain, etc., which are mass-producing and supplying electrolytes in Korea, could have grown as electrolyte suppliers, accompanied by Samsung SDI - a major Li-ion secondary battery company. In Japan, Mitsubishi Chemical is keeping its world's largest market share by diversifying the customers' portfolios to produce IT small batteries and xEV mid- and large-sized batteries. In Chinese makers, Kaixin, Guotai, Capchem, ShanShan, etc. are expanding their M/S.

Lithium salts (LiPF6), a major component of electrolyte, are supplied, up to about 80%, by Japanese 3 companies, and Korean Foosung is mass-producing and supplying Lithium salts (LiPF6), as the only company in Korea. Additives are added during the process of producing electrolytes, in order to improve the lifetime and stability of the Li-Ion secondary batteries, by performing activities, such as formation of SEI protective films, addition of overcharge inhibitor, and improvement of conduction property. Japanese companies are occupying most part of the additive market and in Korea, the companies, like Leechem, SK Chemicals, and so on, are supplying it.

The electrolyte is one of the four core materials which are composed of the secondary battery. The proportion of the material cost in the manufacturing cost constitution corresponds to the order of cathode > separator > anode > electrolyte. In order to increase the capacity per unit cell of secondary battery manufacturers, they have the tendency of increasing the input of materials, including cathode materials and anode materials, relatively reducing the electrolyte input. However, from 2018 to 2030, the battery market is expected to grow at the CAGR of about 28% (based on capacity). Thereby, the electrolyte market is also expected to grow.

As in the xEV/ESS high-capacity secondary batteries, the amount of electrolyte used may be increased by 200-4,000 times based on a unit cell, compared to that for IT, securing stability is in particular being raised as an important issue. Other than liquid electrolytes and gel polymer electrolytes (polymers), which have currently been commercialized, the steady R&D is being conducted to develop solid polymer electrolytes that have superior stability at high temperatures.

Table of Contents

Chapter 1. Electrolyte Solvent

  • 1.1. Cyclic Carbonate
  • 1.2. Linear Carbonate
  • 1.3. Gas Generation Mechanism by Additive for Forming the Protective Film on the Electrode Surface

Chapter 2. Electrolyte Additive

  • 2.1. Electrolyte Additives for High-Ni-based Cathode Interfacial Stabilization
  • 2.2. Electrolyte Additives to Improve Output Characteristics
  • 2.3. Electrolyte Using LiFSI Salt
  • 2.4. Flame retardant additives to improve thermal stability
  • 2.5. Additives for Interfacial Stabilization of High Capacity Anode

Chapter 3. Electrolyte Market Trend and Outlook

  • 3.1. Electrolyte Demand by Country
  • 3.2. Electrolyte Demand by Material
  • 3.3. Electrolyte Market by Supplier
  • 3.4. Electrolyte Demand by LIB Company
    • SDI/LGC/Panasonic/Sony/AESC/Hitachi Maxell/ATL/BYD/Lishen/Coslight
  • 3.5. Electrolyte Production Capacity
  • 3.6. Demand Forecast by Material
  • 3.7. Trend of Electrolyte Prices

Chapter 4. Status of Electrolyte Manufacturers

  • 4.1. Korean Electrolyte Company
    • Panax Etec/Soulbrain/Enchem
  • 4.2. Japanese Electrolyte Company
    • Mitsubishi/Ube/Centralglass
  • 4.3. Chinese Electrolyte Company
    • Capchem/Guotai Huarong/Shanshan/Tinci