自動車用固体電池の世界市場 - 分析・予測 (2020-2030年)：カソード・アノード・電解質
Global Automotive Solid-State Battery Market: Focus on Component (Cathode, Anode and Electrolyte), Vehicle Type (Passenger Electric Vehicle, Two-Wheelers and Commercial Vehicles), Region and Material Technology - Analysis and Forecast 2020-2030
|発行||BIS Research Inc.||商品コード||781859|
|出版日||ページ情報||英文 208 Pages
|自動車用固体電池の世界市場 - 分析・予測 (2020-2030年)：カソード・アノード・電解質 Global Automotive Solid-State Battery Market: Focus on Component (Cathode, Anode and Electrolyte), Vehicle Type (Passenger Electric Vehicle, Two-Wheelers and Commercial Vehicles), Region and Material Technology - Analysis and Forecast 2020-2030|
|出版日: 2019年01月30日||ページ情報: 英文 208 Pages||
Global Automotive Solid-State Battery Market to Reach $1.94 billion by 2030
The report constitutes of a detailed analysis of global automotive solid-state battery market in terms of futuristic vehicle application. The global battery market is the parent market for solid-state energy management solutions. The market is driven by the electric vehicle demand for safe and efficient battery technology. The most widely accepted lithium-ion battery technology has safety and performance limitation, which is responsible for a retarded growth of electric vehicles. The solid-state battery is an innovative technology, which has seen a strong phase of material science research and development. The report predicts the market scenarios for the period between 2020 and 2030 based on strategies and activities of the automotive OEMs, technology providers, battery manufacturers, government regulations, and material producers. The report discusses major component-types which are cathode, anode, and electrolyte in a solid-state battery. These components are further sub-divided into various material composition which are used for the development. Solid-polymer is one of the key elements for electrode manufacture. Further, it is divided into solid-state battery by vehicle type, in which the discussion is based on electric cars, electric two-wheelers, and electric commercial vehicles. The report also explores various opportunities for solid-state battery technology in the automotive industry as well as innovative material science research projects which could disrupt the Li-ion battery market. A detailed analysis of the regional market ecosystem plays a vital role is determining a consumer mindset for selecting a particular service offering.
The global automotive solid-state battery market research is conducted with a focus on types of vehicle technology (passenger electric vehicles, two-wheelers, and commercial vehicle), components (cathodes, anode, and electrolyte), and regions dominated by North America. The ecosystem is driven by research and innovations originating from countries, such as the U.S., Japan, and the U.K.
The automotive industry is accelerating toward the electric vehicle adoption, drawing a large section of investments for electric powertrain and its components. The key component, which has attracted most of research and development in electric vehicle industry, is the battery technology. Battery weight and energy density are major factors, which drive the design criteria and manufacturing cost of electric vehicles. Batteries have evolved from lead-acid batteries in the early models of electric vehicles during the 1990s to lithium-ion batteries in Tesla models during the 2000s. The energy density of the battery is one of the most important functional parameters.
The SSB is a futuristic and high-potential technology within the EV battery ecosystem. The technology is in a development phase and has attracted a major share from the battery R&D investment basket. The battery has a solid electrolyte instead of liquid and does not require a separator. A major property of solid is its structural rigidity at thermal and mechanical loading. For a solid electrolyte-based cell, the ionic mobility is high due to close packing of atoms within the electrolyte. The solid-state concept allows a high operating temperature range covering most of the extreme climatic conditions. Polymer-based solid electrolyte has achieved much more success in comparison to other material technology. The U.S. leads the development of solid-state technology with many universities working on government funded projects. Japan has also been on an aggressive forefront to develop innovative battery technology, and solid-state has a major share in the research and development.
Material manufacturers form the backbone of the battery manufacturing supply chain. The supply chain can be divided into four categories - raw material, component manufacturer, cell construction, and battery pack development. The end of product life is an important factor, requiring a sustainable method for recycling the EV battery for recharge and reuse or material extraction. The raw material and SSB battery component accounted for over 33% of the total electric vehicle cost based on data points between 2016 and 2018. The development of EV has led to the development of new opportunities and businesses due to the requirement of unique components and service infrastructure. The timeline is based on mass volume penetration of SSB-based EV models in the industry. However, in the initial phase of development, the solid-state technology is estimated to have high cost varying in the range of ~$800/kWh to ~$400kWh by the year 2026. At this level, the solid-state technology is expected to be applicable in premium vehicles, supercars, and luxury cars, as they can easily accommodate such technology in their expansive cost bracket. Between 2022 and 2026, an initial market penetration is expected in the passenger EV market as deducted from various market strategies, such as funding, investments, partnerships, and collaboration taking place in the solid-state battery ecosystem.
Electric vehicle batteries have been subjected to the extensive research and development, with automobile manufacturers coming up with various technologies and chemical compositions to introduce cost-effective power sources, which may be used for electric vehicles. The market has gained significant traction due to the rapidly increasing demand for electric cars, with the global stock crossing 2 million in 2016 after crossing 1 million in 2015. The increase is attributed to the increasing initiatives from various governments and environmental agencies to encourage the sales of vehicles that run in alternate sources of energy. Solid-state battery technology can be applied in electric passenger vehicles and commercial vehicles energy storage battery pack. The electric passenger vehicles include an estimate based on the penetration of solid-state technology in cars, bikes, scooters, and e-bikes, whereas for commercial vehicles, it is light-commercial vehicles, medium and heavy commercial vehicles, and buses.
The conventional Li-ion EV batteries, which have developed their base as a matured, tested, and efficient technology, have liquid form of electrolyte in them. The top manufacturers for liquid electrolyte-based battery are Panasonic, Samsung SDI, LG Chem, and Toshiba, among others. The solid-state battery concept is a disruption for the current market technology. The solid-state concept replaces the liquid electrolyte with solid form. The solid electrolyte research and development focuses on higher energy efficiency, improved volumetric densities, improved durability, and safety of operation. Electrolyte for a solid-state battery can be categorized into polymer-based, ceramic-based, carbon-based, glass fiber-based, and sulphur-based.