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市場調查報告書

到2030年(2020年)的LIB電池,模塊和包裝的成本分析及預測

<2020> LIB Cell, Module, Pack Cost Analysis and Forecast (~2030)

出版商 SNE Research 商品編碼 952494
出版日期 內容資訊 英文 214 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.

到2030年(2020年)的LIB電池,模塊和包裝的成本分析及預測 <2020> LIB Cell, Module, Pack Cost Analysis and Forecast (~2030)
出版日期: 2020年07月08日內容資訊: 英文 214 Pages
簡介
電動汽車市場的增長存在一個主要問題:二次電池的成本。據說,電動汽車的生產成本的30%到50%是由包括成本和售價在內的二次電池引起的。業界認為,為了發展電動汽車市場,可充電電池的價格必須降低到總製造成本的三分之一。正在努力。二次電池工業尋求通過使用更有效的設備同時最小化昂貴鈷的使用來增加每個電池的能量密度並降低製造成本。

該報告調查了LIB電池,模塊和電池組的成本,並提供了諸如主要組件,按電池類型/國家(日本/韓國/中國)分類的成本結構以及預測等信息。

目錄

第1章LIB費用結構

  • 基本成本結構
  • LIB成本的主要組成部分
    • LIB物料成本結構
    • 電動汽車的配置和成本結構
  • LIB單元/模塊/包裝的主要成本構成
    • 電池行業價值鏈圖
    • xEV的LIB成本結構
  • LIB電池類型主要組件
    • LIB電池
    • 圓柱型,方型,袋型
    • LIB模塊
    • LIB包

第2章成本結構分析:IT

  • 圓柱形電池
    • 韓國18650
    • 韓國21700
    • 日本18650
    • 日本21700
    • 中國LIB-18650/21700
    • 中國LFP-18650/21700
  • 稜柱形電池
    • 韓國-智能手機
    • 韓國筆記本
    • 日本-適用於智能手機
    • 日本-用於筆記本
    • 中國LIB-適用於智能手機
    • 中國LFP-用於智能手機
  • 袋式電池
    • 韓國-智能手機
    • 韓國筆記本
    • 日本-適用於智能手機
    • 日本-用於筆記本
    • 中國LIB-適用於智能手機
    • 中國LFP-用於智能手機
  • 用於IT的LIB電池類型的比較分析
    • 圓柱型vs稜鏡型vs袋型
    • 韓國vs日本vs中國
  • 用於IT的LIB電池化學品的比較分析
    • LIB和LFP
    • 韓國vs日本vs中國

第3章成本結構分析:xEV

  • 圓柱形電池/模塊/包裝(18650/21700)
    • 韓國-BEV/PHEV/HEV
    • 日本-BEV/PHEV/HEV
    • 中國LIB-BEV/PHEV
    • 中國LFP-BEV/PHEV
    • 中國商用車(公共汽車)
  • 稜柱形電池/模塊/包裝
  • 袋式電池/模塊/包裝
  • xEV LIB電池類型比較分析
    • 圓柱型vs稜鏡型vs袋型
    • 韓國vs日本vs中國
  • 用於xEV的LIB電池化學品的比較分析
    • LIB和LFP

第4章成本結構分析:ESS

  • 稜柱形電池/模塊/包裝
    • 韓國LIB
    • 日本LIB
    • 中國LFP
  • 袋式電池/模塊/包裝
  • ESS LIB電池類型的比較分析
    • 圓柱型vs稜鏡型vs袋型
    • 韓國vs日本vs中國
  • 用於ESS的LIB電池化學品的比較分析
    • LIB和LFP

第5章LIB電池/模塊/電池組成本預測

  • 電池(圓柱形/稜鏡/袋式)
    • IT
    • xEV
    • ESS
    • 價格趨勢和預測('11 -'30)
  • 電池模塊
  • 電池組
目錄

There is one big problem with the growth of the electric car market: the cost of secondary batteries. 30~50% of production costs of electric vehicles are said to be on secondary battery including cost and selling price. The industry believes that in order to grow the electric vehicle market, secondary battery prices should be reduced to 1/3 of the total manufacturing costs.

In fact, the secondary battery industry and automotive industry are working hard to reduce the cost of secondary batteries. By utilizing more efficient equipment, the secondary battery industry is trying to minimize the use of the expensive cobalt, while increasing energy density per cell and reducing manufacturing costs. In the automotive industry, the company sought to draw standardization policies for secondary batteries through modular platforms, as well as establish economies of scale to lower prices. With the work of the automotive industry, it is predicted that prices of secondary battery packs for electric vehicles are expected to decrease by 6 times in 2020 compared to 2013 based on $ per kWh.

This report subdivided secondary batteries into key components of cell/module/pack, which are important in solving the problem of how to cost down the price of secondary batteries. The price was estimated by selecting the main components and material that make up secondary batteries, from top tier companies in Korea, China, and Japan.

In the case of cells, there are differences in parts and price structures depending on the configuration of the cell, which are divided into cylindrical/prismatic/pouch types. In addition, there is an in-depth analysis on the material cost of battery cells and cathode materials, which account for the largest portion of secondary battery cells (this was also analyzed in comparison by type NCM, NCA, LFP, LCO, etc.). Adding on, there is a cost outlook per kWh of each type, taking into account the development speed of secondary battery technology for electric vehicles.

There is also an analysis of the price structure of secondary batteries for IT and energy storage systems (ESS) in order to provide more comprehensive information on the sources of future major secondary batteries.

I hope this report will be helpful to any industry insiders who are looking for this report.

Table of Contents

1. LIB Cost Structure

  • 1.1 Basic Cost Structure
    • Direct Cost, Operation Cost, SG&A, Others, Operating Profit
  • 1.2 Major Components of LIB Cost
    • 1.2.1 LIB Material Cost Composition
    • 1.2.2 Electric Vehicle Configuration and Cost Structure
  • 1.3 Major Cost Components of LIB Cell/Module/Pack
    • 1.3.1 Battery Industry Value Chain Diagram
    • 1.3.2 Cost Structure of LIB for xEV
  • 1.4 Major Components of LIB Battery Type
    • 1.4.1 Components of LIB Cell Cost
    • . Cylindrical, Prismatic, Pouch Type
    • 1.4.2 Components of LIB Module Cost
    • 1.4.3 Components of LIB Pack Cost

2. Cost Structure Analysis of LIBs for Global IT

  • 2.1. Cylindrical Cell
    • 2.1.1. Korea - 18650
    • 2.1.2. Korea - 21700
    • 2.1.3. Japan - 18650
    • 2.1.4. Japan - 21700
    • 2.1.5. China LIB - 18650/21700
    • 2.1.6. China LFP - 18650/21700
  • 2.2. Prismatic Cell
    • 2.2.1. Korea ? For Smartphones
    • 2.2.2. Korea ? For Notebooks
    • 2.2.3. Japan ? For Smartphones
    • 2.2.4. Japan ? For Notebooks
    • 2.2.5. China LIB - For Smartphones
    • 2.2.6. China LFP ? For Smartphones
  • 2.3. Pouch Cell
    • 2.3.1. Korea - For Smartphones
    • 2.3.2. Korea ? For Notebooks
    • 2.3.3. Japan - For Smartphones
    • 2.3.4. Japan ? For Notebooks
    • 2.3.5. China LIB - For Smartphones
    • 2.3.6. China LFP - For Smartphones
  • 2.4 Comparative Analysis of LIB Battery Types for IT
    • 2.4.1. Cylindrical vs Prismatic vs Pouch Type
    • 2.4.2. Korea vs Japan vs China
  • 2.5 Comparative Analysis of LIB Battery Chemical for IT
    • 2.5.1. LIB vs LFP
    • 2.5.2. Korea vs Japan vs China

3. Cost Structure Analysis of LIBs for Global xEVs

  • 3.1. Cylindrical Cell/Module/Pack (18650/21700)
    • 3.1.1. Korea - BEV/PHEV/HEV
    • 3.1.2. Japan - BEV/PHEV/HEV
    • 3.1.3. China LIB - BEV/PHEV
    • 3.1.4. China LFP - BEV/PHEV
    • 3.1.5. Chinese Commercial Vehicle (Bus)
  • 3.2. Prismatic Cell/Module/Pack
    • 3.2.1. Korea - BEV/PHEV/HEV
    • 3.2.2. Japan - BEV/PHEV/HEV
    • 3.2.3. China LIB - BEV/PHEV
    • 3.2.4. China LFP - BEV/PHEV
    • 3.2.5. Chinese Commercial Vehicle (Bus)
  • 3.3. Pouch Cell/Module/Pack
    • 3.3.1. Korea - BEV/PHEV/HEV
    • 3.3.2. Japan - BEV/PHEV/HEV
    • 3.3.3. China LIB - BEV/PHEV
    • 3.3.4. China LFP - BEV/PHEV
    • 3.3.5. Chinese Commercial Vehicle (Bus)
  • 3.4 Comparative Analysis by LIB Battery Type for xEV
    • 3.4.1. Cylindrical vs Prismatic vs Pouch Type
    • 3.4.2. Korea vs Japan vs China
  • 3.5 Comparative Analysis of LIB Battery Chemical for xEV
    • 3.5.1. LIB vs LFP

4. Cost Structure Analysis of LIBs for Global ESS

  • 4.1. Prismatic Cell/Module/Pack
    • 4.1.1. Korea LIB
    • 4.1.2. Japan LIB
    • 4.1.3. China LFP
  • 4.2. Pouch Type Cell/Module/Pack
    • 4.2.1. Korea LIB
    • 4.2.2. Japan LIB
    • 4.2.3. China LFP
  • 4.3 Comparative Analysis of LIB Battery Types for ESS
    • 4.3.1. Cylindrical vs Prismatic vs Pouch Type
    • 4.3.2. Korea vs Japan vs China
  • 4.4 Comparative Analysis of LIB Battery Chemical for ESS
    • 4.4.1. LIB vs LFP

5. LIB Battery Cell/Module/Pack Cost Forecast

  • 5.1. Battery Cell
    • 5.1.1. IT (Cylindrical/Prismatic/Pouch Type)
    • 5.1.2. xEV (Cylindrical/Prismatic/Pouch Type)
    • 5.1.3. ESS (Cylindrical/Prismatic/Pouch Type)
    • 5.1.4. Price Trend and Forecast ('11~'30)
  • 5.2. Battery Module
    • 5.2.1. xEV (Cylindrical/Prismatic/Pouch Type)
    • 5.2.2. ESS (Cylindrical/Prismatic/Pouch Type)
    • 5.2.3. Price Trend and Forecast ('11~'30)
  • 5.3. Battery Pack
    • 5.3.1. IT (Cylindrical/Prismatic/Pouch Type)
    • 5.3.2. xEV (Cylindrical/Prismatic/Pouch Type)
    • 5.3.3. ESS (Cylindrical/Prismatic/Pouch Type)
    • 5.3.4. Price Trend and Forecast ('11~'30)