市場調査レポート

電気自動車・ハイブリッド車用バッテリーおよび同素材のサプライヤー:自動車市場の展望

EV / Hybrid Batteries & Battery Material Suppliers: An Automotive Market Review

発行 ABOUT Publishing Group 商品コード 234303
出版日 ページ情報 英文 80 Pages
納期: 即日から翌営業日
価格
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電気自動車・ハイブリッド車用バッテリーおよび同素材のサプライヤー:自動車市場の展望 EV / Hybrid Batteries & Battery Material Suppliers: An Automotive Market Review
出版日: 2012年01月31日 ページ情報: 英文 80 Pages
概要

電気自動車(EV)およびハイブリッド車の需要拡大に伴い、それらの車種に用いられるバッテリーや、更にはバッテリー用素材の需要も拡大してきました。1990年代のプリウスの誕生以来、バッテリーおよび同素材の市場の90%以上を日本企業が押さえています。

当レポートでは、全世界における電気自動車(EV)およびハイブリッド車用の電池(バッテリー)および電池用素材のサプライヤーについて分析し、電池および電池用素材の市場構造・動向と主要メーカーの概要、2020年までの市場動向予測、自動車メーカー側での対応戦略といった情報を盛り込んで、概略以下の構成でお届けします。

エグゼクティブ・サマリー

第1章 電気自動車(EV)・ハイブリッド車用バッテリー

  • バッテリーの市場傾向
    • トヨタ自動車の影響力
    • 2020年以降の動き
  • 電気自動車・ハイブリッド車用バッテリーのメーカー
  • 電気自動車用バッテリーメーカーの分析
    • ジーエス・ユアサコーポレーション(リチウムエナジージャパン)
    • ジーエス・ユアサコーポレーション(ブルーエナジー)
    • 日立ビークルエナジー
    • Johnson Controls Inc.およびSaft Groupe SA
    • LG Chem Ltd.
    • 三菱重工業
    • 日本電気(NEC)(オートモーティブエナジーサプライ)
    • パナソニック
    • プライムアースEVエナジー
    • BYD Battery Co.
    • 三洋電機
    • SB LiMotive
    • 東芝

第2章 自動車用バッテリー向け素材の供給市場

  • 日本企業の独占
  • 市場
    • 隔離版(セパレーター)
    • 陽極用素材
    • 陰極用素材
    • 電解質
    • 電解質塩
  • 日本の素材メーカー
    • 旭化成
    • Celgard
    • 東燃ゼネラル石油
    • 住友化学
    • 三井化学
    • 宇部興産
    • 日立化成
    • 昭和電工
    • 日本パワーグラファイト
    • 三菱化学
    • 田中化学研究所
    • 戸田工業
    • 関東電化工業
    • クレハ
    • JSR

第3章 自動車メーカーの戦略

  • ハイブリッド車の市場支配と、電気自動車の時代の始まり
    • 注目すべき6つの車種
  • トヨタ自動車
  • 本田技研工業
    • 電気自動車とプラグイン式ハイブリッド車に関する戦略
  • 三菱自動車
  • 日産自動車
    • Carlos Ghosn氏による、電気自動車の強力な事例の形成
  • スズキ、マツダ、およびその他の日本メーカー
  • 日本のトラック・バスメーカー
  • 北米のOEM企業
  • 欧州のOEM企業
  • アジアのOEM企業

図表一覧

付録

目次

The growth in global demand for hybrid and pure electric vehicles will create enormous opportunities for battery manufacturers. This brand new report looks in detail at both battery manufacturers and battery material suppliers, offering detailed forecasts for battery production and battery material demand to 2020, as well as key market intelligence such as supplier market share information.

Brand new research on battery & battery material suppliers

This report highlights the findings of research conducted throughout 2011 by ABOUT Automotive. Extensive primary research was undertaken for this report, including many senior-level interviews at the major companies involved in the sector. A significant part of the research was conducted on the ground in Japan, where the Japanese battery and battery material manufacturers have held a more than 90% supply share since the Prius and Insight launches in the late 1990s.

This first edition study provides fresh, unbiased insight in a number of areas, including:

  • The market for EV/hybrid batteries and battery material suppliers, determining the trends and topical issues, as well as providing valuable market sector data;
  • The main manufacturers in both the battery and battery material supplier sectors;
  • Vehicle manufacturer strategy analysis of the major players involved with EV/hybrid batteries; and
  • Statistical appendix including model-level sales data for EV/hybrid vehicles.

The report provides answers to such vital questions as:

  • How quickly will lithium-ion batteries replace nickel-metal hydride as the battery of choice for EV and pure electric cars?
  • To what extent will Toyota - with their continued investment in nickel-metal hydride - slow the penetration of lithium-ion batteries?
  • While Japanese suppliers continue to be the market leaders in the battery material sector, which manufacturers from other regions are set to catch-up and compete with them?
  • The sales performance of which 6 key vehicles will provide the best early indicator of progress toward the switch from nickel-metal hydride to lithium-ion?
  • What are the projected sales for both hybrid and pure electric vehicles in 2020?
  • Why will pure electric vehicles not enjoy major growth until after 2020, especially in China?

Report coverage:

Chapter one provides our analysis of the EV and hybrid battery sector, including production forecasts to 2020 and market share intelligence. Profiles and analysis of the leading manufacturers are also included.

Chapter two analyses the battery material supplier sector, providing market intelligence (for separators, anode and cathode materials, electrolytes and electrolyte salt) and profiles of 15 of the leading Japanese suppliers.

Chapter four provides an authoritative analysis of the leading vehicle manufacturer strategies:

  • Toyota
  • Honda
  • Mitsubishi
  • Nissan
  • Suzuki, Mazda and other Japanese manufacturers
  • Japanese bus and truck manufacturers
  • North American OEMs
  • European OEMs
  • Asia OEMs

Table of Contents

Executive Summary

Chapter 1: EV and Hybrid Batteries

  • 1.1: Battery trends - the market
    • 1.1.2: The power of Toyota
    • 1.1.3: Post-2020
  • 1.2: EV/Hybrid battery manufacturers
  • 1.3: EV Battery manufacturer review
    • 1.3.1: GS Yusa Corp. (Lithium Energy Japan)
    • 1.3.2: GS Yuasa Corp. (Blue Energy Co. Ltd)
    • 1.3.3: Hitachi Vehicle Energy Ltd.
    • 1.3.4: Johnson Controls Inc. and Saft Groupe SA
    • 1.3.5: LG Chem Ltd.
    • 1.3.6: Mitsubishi Heavy Industries Ltd.
    • 1.3.7: NEC Corp. (Automotive Energy Supply Corp.)
    • 1.3.8: Panasonic Corp.
    • 1.3.9: Primearth EV Energy Co.
    • 1.3.10: BYD Battery Co.
    • 1.3.11: Sanyo Electric Co.
    • 1.3.12: SB LiMotive
    • 1.3.13: Toshiba Corp.

Chapter 2: Automotive battery material supplier market

  • 2.1: Japanese dominance
  • 2.2: The market
    • 2.2.1: Separators
    • 2.2.2: Anode materials
    • 2.2.3: Cathode materials
    • 2.2.4: Electrolytes
    • 2.2.5: Electrolyte salt
  • 2.3: Japanese material manufacturers
    • 2.3.1: Asahi Kasei
    • 2.3.2: Celgard
    • 2.3.3: Tonen General Sekiyu
    • 2.3.4: Sumitomo Chemical Co. Ltd.
    • 2.3.5: Mitsui Chemicals
    • 2.3.6: UBE Industries
    • 2.3.7: Hitachi Chemical
    • 2.3.8: Showa Denko K.K.
    • 2.3.9: Nippon Power Graphite Co. Ltd.
    • 2.3.10: Mitsubishi Chemical
    • 2.3.11: Tanaka Chemical Corp.
    • 2.3.12: Toda Kogyo Corp.
    • 2.3.13: Kanto Denka Kogyo Co.
    • 2.3.14: Kureha
    • 2.3.15: JSR Corp.

Chapter 3: Vehicle manufacturer strategies

  • 3.1: Hybrids still reign as EV era begins
    • 3.1.1: Six key vehicles to watch
  • 3.2: Toyota
  • 3.3: Honda
    • 3.3.1: Honda EV and plug-in hybrid strategy
  • 3.4: Mitsubishi
  • 3.5: Nissan
    • 3.5.1: Carlos Ghosn makes strong case for EVs
  • 3.6: Suzuki, Mazda and other Japanese manufacturers
  • 3.7: Japanese truck and bus manufacturers
  • 3.8: North American OEMs
  • 3.9: European OEMs
  • 3.10: Asia OEMs

List of tables

  • Table 1: Lithium battery cost targets (per kWh)
  • Table 2: Energy efficiency by major vehicle types
  • Table 3: Battery-Vehicle manufacturer ties
  • Table 4: Lithium Energy Japan's plant investment history
  • Table 5: Primearth batteries by model and type
  • Table 6: Hybrid / EV sales by manufacturer: 2010, 2015, 2020
  • Table 7: Toyota's overseas plants that produce hybrids and EVs
  • Table 8: Countries where the Mitsubishi i-MiEV is being sold
  • Table 9: Nissan's plant investment
  • Table 10: Countries where the Nissa Leaf is being sold
  • Table 11: Prefectures offering EV incentives
  • Table 12: Japanese government hybrid and EV penetration plan
  • Table 13: Nissan Leaf sales price by market

List of figures

  • Figure 1: Global Automotive EV battery forecast (in units): 2010, 2015, 2020
  • Figure 2: Global Automotive EV battery forecast (in value): 2010 / 2020
  • Figure 3: EV-hybrid batteries: manufacturer market shares 2010 / 2020
  • Figure 4: Hitachi Vehicle Energy's latest lithium-ion battery module
  • Figure 5: LG Chem battery pack for the Chevrolet Volt
  • Figure 6: Chevrolet Volt powertrain layout with LG Chem lithium-ion battery pack
  • Figure 7: Nissan Leaf battery pack cutaway
  • Figure 8: Nissan Leaf battery assembly
  • Figure 9: Nissan Leaf battery mounting
  • Figure 10: Primearth's NP2.0 6-cell module structure
  • Figure 11: Primearth's NP2.5 battery pack
  • Figure 12: BYD's lithium-ion phosphate (FE) battery
  • Figure 13: Sanyo Electric's new lithium-ion battery plant
  • Figure 14: SB LiMotive's lithium-ion battery and module
  • Figure 15: Toshiba's SCiB battery module
  • Figure 16: Battery system for the Honda EV-neo scooter
  • Figure 17: Breakdown of lithium-ion battery costs by material
  • Figure 18: Separator demand: 254 million sq.m (2009)
  • Figure 19: Anode material demand: 18,652 tons (2009)
  • Figure 20: Cathode material demand: 30,845 tons (2009)
  • Figure 21: Electrolyte demand: 12,520 tons (2009)
  • Figure 22: Electrolyte salt demand: 3,780 tons (2009)
  • Figure 23: Toyota Prius Plug-In hybrid
  • Figure 24: Toyota Prius Plug-In hybrid lithium-ion battery
  • Figure 25: Honda Fit EV
  • Figure 26: Mitsubishi i-MiEV powertrain layout
  • Figure 27: Mitsubishi i-MiEV EV system layout
  • Figure 28: Nissan Leaf EV
  • Figure 29: Mazda Demio
  • Figure 30: Suzuki Swift Plug-In hybrid
  • Figure 31: Hino Dutro nickel-metal hydride battery pack
  • Figure 32: Chevrolet Volt
  • Figure 33: Ford Focus Electric powertrain
  • Figure 34: Eaton's hybrid system
  • Figure 35: Mini E powertrain
  • Figure 36: Audi A1 e-tron powertrain
  • Figure 37: Renault's EV lineup
  • Figure 38: Volvo V60 Plug-In hybrid
  • Figure 39: Hyundai Sonata Hybrid powertrain
  • Figure 40: BYD F3DM Plug-In hybrid

Appendices

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