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リチウムイオン電池と消費者・代替エネルギー自動車(HEV・PHEV・EV)・電力貯蔵アプリケーション:技術・市場・企業・市場機会の分析・予測(2010-2020年)

Lithium Ion Batteries Outlook and Consumer, xEV (HEVs, PHEVs, EVs), Electric Power Storage Applications - Technologies, Markets, Competitors and Opportunities: 2010-2020 Analysis and Forecasts

発行 David+Company 商品コード 179472
出版日 ページ情報 英文 103 Pages
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リチウムイオン電池と消費者・代替エネルギー自動車(HEV・PHEV・EV)・電力貯蔵アプリケーション:技術・市場・企業・市場機会の分析・予測(2010-2020年) Lithium Ion Batteries Outlook and Consumer, xEV (HEVs, PHEVs, EVs), Electric Power Storage Applications - Technologies, Markets, Competitors and Opportunities: 2010-2020 Analysis and Forecasts
出版日: 2011年04月04日 ページ情報: 英文 103 Pages
概要

1970年代に初めて発表され、1990年代に商業規模での開発が進んだリチウムイオン電池は、2010年には110億ドルの規模へと成長し、2020年には430億ドルの規模に到達すると予測されています。産業別ではこれまで消費者市場が独占的でしたが、今後はハイブリッド車(HEV)、プラグインハイブリッド車(PHEV)、電気自動車(EV)、電力貯蔵システム(ESS)などのアプリケーションが、新たな成長エンジンとなる見通しです。

当レポートでは、世界のリチウムイオン電池の主要アプリケーション市場について調査分析し、各種電気自動車(HEV・PHEV・EV)、電力貯蔵システム(ESS)、消費者向け市場における主要動向、アプリケーション別の市場規模予測(〜2020年)、主要製造業者の収益・製造容量・価格の動向、主要企業のプロファイルなどをまとめ、概略下記の構成でお届けいたします。

エグゼクティブサマリー

イントロダクション

リチウムイオン電池技術

リチウムイオン電池市場

  • 市場概要
  • 収益性の見通しをあげるxEVの高い提供価値
  • 主要LiBメーカーがメリットを享受
  • 日本/韓国/中国メーカーの比較
  • 株価の動向と評価
  • 消費者向けリチウム電池
  • 主要動向
  • エンド需要の予想以上の回復
  • 韓国企業:角形リチウム電池の市場シェア拡大へ
  • 円筒形リチウム電池の価格競争の激化
  • 徐々に浸透するポリマー
  • xEV(EV/PHEV/HEV)の主要動向
  • xEV:リチウム電池に次の百億ドル規模の市場機会を提供
  • 急速に成熟する電池技術
  • システムインテグレーションの複雑性の課題
  • 高い電池価格:2013年までに急速に値下げ
  • 中国:初期の価格上のメリット
  • 政府の助成金
  • リチウム電池:xEVへの高い価値命題
  • EV/PHEV/HEVへの方向の分散・リチウム電池の成長への影響
  • 韓国メーカー:ベストな顧客構成
  • 地域市場にこだわる中国
  • 中国:LFP・長期的競争力に主な焦点
  • 技術:リチウム電池製造業者が採用するタイプ別
  • 電力貯蔵システム(ESS)アプリケーション・技術
  • ESS用電池:タイプ・課題・タイムフレーム
  • 主要ESS動向
  • スマートグリッド・再生可能エネルギーにおける大きな潜在性
  • ESSを独占するリチウム電池
  • リチウム電池製造業者がターゲットとする多様なESSアプリケーション
  • ESSリチウム電池コストの削減
  • 材料コスト
  • 電池材料メーカー:利益を得られる見通し
  • 関東電化工業
  • ステラケミファ
  • 銅箔
  • 銅箔の主な用途
  • 電解銅箔のメリット
  • 銅箔のタイプ
  • 古河電気工業:銅箔市場のリーダー
  • 銅箔市場の規模
  • 韓国のコンポーネント製造業者
  • 高度電池製造イニシアチブ

企業プロファイル

  • A123 SYSTEMS, INC.
  • オートモーティブエナジーサプライ
  • ALTAIR NANOTECHNOLOGIES, INC.
  • AMPEREX TECHNOLOGY LTD
  • 旭化成
  • BTR ENERGY MATERIALS CO., LTD
  • BYD COMPANY LTD
  • BTR Energy Materials Co., Ltd.
  • CELEXPERT ENERGY CORPORATION
  • CELGARD, LLC.
  • CHANGS ASCENDING ENTERPRISE CO., LTD
  • CHEIL INDUSTRIES INC.
  • CHINA BAK BATTERY INC
  • DYNAPACK INTERNATIONAL TECHNOLOGY CORPORATION
  • E-ONE MOLI ENERGY CORP
  • ENER1, INC.
  • 古河電気工業
  • GP BATTERIES INTERNATIONAL LIMITED
  • ジーエスユアサコーポレーション
  • 日立化成工業
  • 日立金属
  • HUARONG NEW CHEMICAL MATERIALS CO., LTD
  • ILJIN COPPER FOIL CO., LTD
  • 関東電化工業
  • クレハ
  • LG CHEM LIMITED
  • 三菱重工
  • 三菱ケミカル
  • 日本電気
  • 日亜化学工業
  • NINGBO SHANSHAN CO., LTD
  • 日本カーボン
  • パナソニック
  • PHOSTECH LITHIUM
  • SAFT GROUPE S.A.
  • SAMSUNG SDI COMPANY LIMITED
  • 三洋電機
  • 新神戸電機
  • SIMPLO TECHNOLOGY COMPANY LTD
  • SK ENERGY CO., LTD.
  • ソニー
  • ステラケミファ
  • TIANJIN STL ENERGY TECHNOLOGY CO., LTD
  • TIANJIN LISHEN BATTERY JOINT-STOCK CO., LTD
  • 富山薬品工業
  • 東燃ゼネラル石油
  • 東芝
  • 宇部興産
  • ULTRALIFE CORPORATION
  • UMICORE S.A
  • VALENCE TECHNOLOGY

図表

目次

Abstract

Lithium ion batteries were first proposed in the 1970' s and commercially developed in the 1990' s. Since then, the market for lithium ion batteries has grown to $11 billion (2010) and is expected to reach $43 billion by 2020.

Up to now, the lithium ion battery market has been predominantly consumer (90% as of today) but new, diversified applications including xEV (Electric Vehicles/Plug-In Hybrid Electric Vehicles/Hybrid Electric Vehicles) and ESS (Electrical Storage Systems) are expected to provide the new growth engines.

As a result, the lithium ion market landscape will undergo a profound change, bringing huge increases in demand, profits in the billions of US dollars and competitive upheaval.

This report provides a detailed look at the global lithium ion battery market in all its aspects, including:

  • The total addressable market and growth rates for consumer, xEV and ESS applications between 2010 and 2020.
  • Electric Vehicles/Plug-In Hybrid Electric Vehicles/Hybrid Electric Vehicles demand trends.
  • Major opportunities.
  • Battery technology trends.
  • Battery materials technology trends.
  • Battery technology, political and standards risks.
  • Challenges ahead.
  • Price trends.
  • Cost trends.
  • The competitive landscape.
  • Japanese, Korean and Chinese rivalry.
  • Producer market shares.
  • Partnerships and joint ventures.

Profiles of 50 leading foreign and US manufacturers are given, along with 14 tables and 19 figures.

Table of Contents

EXECUTIVE SUMMARY

INTRODUCTION

  • Background
  • Methodology and Sources
  • Statistical Notes

LITHIUM ION BATTERY TECHNOLOGY

  • How Do Batteries Work
  • The Basic Components Of A Battery
  • How Does A Rechargeable Battery Work?
  • The Process To Make A Battery: From Cell->Module->Pack
  • Serial And Parallel Connection
  • Battery Manufacturing Process

LITHIUM ION BATTERY MARKET

  • Market Overview
  • Higher Value Proposition For xEV To Lift Profitability Outlook
  • Major LiB Makers Will Benefit
  • Comparison Of Japanese/Korean/Chinese Makers
  • Share Price Trends And Valuation
  • Consumer Lithium Batteries
  • Major Trends
  • End-Demand Recovering Stronger Than Expected
  • Korean Companies To Gain Market Share In Prismatic Lithium Batteries
  • Price Competition In Cylindrical Lithium Batteries Is Intensifying
  • Polymer To Incrementally Penetrate
  • xEV (EV/ PHEV/ HEV) Major Trends
  • xEV Offers The Next Ten-Billion-Dollar Opportunity For Lithium Batteries
  • Battery Technology Is Maturing Fast
  • System Integration Complexity Issues
  • High Battery Price To Drop Sharply By 2013
  • Chinese Early Price Advantage
  • Government Subsidies
  • Lithium Batteries High Value Proposition For xEV
  • Diverging Direction On EV/PHEV/HEV And Impact Lithium Battery Ramp-Up
  • EV Cost Premium Over HEV To Fall Drastically
  • Korean Makers Have The Best Customer Mix
  • Chinese Stick To Local Markets For Now
  • Chinese Predominant Focus In LFP And Long-Term Competitiveness
  • Technologies By Type Adopted By Lithium Battery Producers
  • Energy Storage Systems (ESS) ESS Applications And Technologies
  • Batteries Used For ESS: Types, Issues And Timeframes
  • Key ESS Trends
  • Huge Potential In Smart Grid And Renewable Energy
  • Lithium Battery To Dominate For ESS
  • Diverging ESS Application Targets By Lithium Battery Producers
  • ESS Lithium Batteries Cost Reduction
  • Material Costs Not The focus
  • Battery Material Makers Most Likely To Benefit
  • Kanto Denka Kogyo
  • Stella Chemifa
  • Copper Foil
  • Main Uses Of Copper Foil
  • Advantages Of Electrolytic Copper Foil
  • Types Of Copper Foil
  • Furukawa Electric Is The Copper Foil Market Leader
  • Copper Foil Market Scale
  • Korean Components Producers
  • Advanced Battery Manufacturing Initiative

COMPANY PROFILES

  • A123 SYSTEMS, INC.
  • (Background, Revenue By Market, Cell Technology, Battery Systems, Current Product Offerings, Key OEM Agreements, Growth Strategy, Benefiting From Government Support, A123 China, A123 Korea)
  • AUTOMOTIVE ENERGY SUPPLY CORPORATION
  • (Background, Batteries)
  • ALTAIR NANOTECHNOLOGIES, INC.
  • (Background, Batteries, Altair' s Proprietary Nano-Lithium Titanate Powder, Increased Cycle Life, High Roundtrip Efficiency, High C Rates With Millisecond Response Times, Temperature, Safety, Power Module And Power Control System Module, Manufacturing And Capacity)
  • AMPEREX TECHNOLOGY LTD
  • (Background, Batteries)
  • ASAHI KASEI CORPORATION
  • (Background, Batteries)
  • BTR ENERGY MATERIALS CO., LTD
  • (Background, Batteries)
  • BYD COMPANY LTD
  • BTR Energy Materials Co., Ltd.
  • (Background, Batteries, Utility Batteries)
  • CELEXPERT ENERGY CORPORATION
  • (Background, Batteries, Expansion Plans)
  • CELGARD, LLC.
  • (Background, Batteries)
  • CHANGS ASCENDING ENTERPRISE CO., LTD
  • (Background, Batteries)
  • CHEIL INDUSTRIES INC.
  • (Background, Batteries)
  • CHINA BAK BATTERY INC
  • (Background, Batteries, Prismatic Cells, Cylindrical Cells, High-Power Lithium-Phosphate Cells, Lithium Polymer Cells)
  • DYNAPACK INTERNATIONAL TECHNOLOGY CORPORATION
  • (Background, Batteries)
  • E-ONE MOLI ENERGY CORP
  • (Background, Batteries, Core Technologies, Pan-EV Batteries, Power Tools)
  • ENER1, INC.
  • (Background, Batteries, Enertech, Fuel Cells, ABMI, ATVM, Portland General)
  • FURUKAWA ELECTRIC COMPANY LIMITED
  • (Background, Batteries, Market Leader For Electrolytic Copper Foil, Capacity Expansion For Electrolytic Copper Foil)
  • GP BATTERIES INTERNATIONAL LIMITED
  • (Background, Batteries)
  • GS YUASA CORPORATION
  • (Background, Batteries)
  • HITACHI CHEMICAL CO LTD
  • (Background, Batteries)
  • HITACHI METALS LTD
  • (Background, Batteries)
  • HUARONG NEW CHEMICAL MATERIALS CO., LTD
  • (Background, Batteries, Government Subsidizes For Hybrids/EVs)
  • ILJIN COPPER FOIL CO., LTD
  • (Background, Batteries)
  • KANTO DENKA KOGYO CO., LTD
  • (Background, Batteries)
  • KUREHA CORPORATION
  • (Background, Batteries)
  • LG CHEM LIMITED
  • (Background, Batteries)
  • MITSUBISHI HEAVY INDUSTRIES LIMITED
  • (Background, Batteries)
  • MITSUBISHI CHEMICAL HOLDINGS CORP.
  • (Background, Batteries)
  • NEC CORPORATION
  • (Background, Batteries)
  • NICHIA CORPORATION
  • (Background, Batteries)
  • NINGBO SHANSHAN CO., LTD
  • (Background, Batteries)
  • NINGBO SHANSHAN CO., LTD
  • (Background, Batteries, Shanshan' s Lithium Ion Battery Business Expansion)
  • NIPPON CARBON CO. LTD.
  • (Background, Batteries)
  • PANASONIC CORPORATION
  • (Background, Batteries)
  • PHOSTECH LITHIUM
  • (Background, Batteries, China' s Lithium Iron Phosphate Batteries Need Improving)
  • SAFT GROUPE S.A.
  • (Background, Batteries, Sales By Battery Type, Technology Excellence, Nickel, Lithium, Sales By Division, Special Batteries Group, Industrial Battery Group, Rechargeable Battery Systems, Sales By Sector, Stationary Batteries, Professional Electronics, Transport, Defense, Security Lighting, Aerospace, Johnson Controls-Saft JV, Renewable Energy, JC-S Jacksonville, Florida Plant, JC-S Factory In Holland, Michigan, Industrial And Financial Capacity, JC-S Sales And Earnings Outlook, Strengths)
  • SAMSUNG SDI COMPANY LIMITED
  • (Background, Batteries)
  • SANYO ELECTRIC CO LIMITED
  • (Background, Batteries, Operating Margins, Sales By Type, Capacity By Type, NiH, NiCd, Li-Ion, Market By Application, Company Market Shares, Company Market Shares By Application, Auto Battery Production, NiH Battery Production By Supplier, Li-Ion Production By Supplier, Sanyo Investments, Lithium Ion Car Batteries And Sanyo/Panasonic OP,
  • SHIN-KOBE ELECTRIC MACHINERY COMPANY LIMITED
  • (Background, Batteries)
  • SIMPLO TECHNOLOGY COMPANY LTD
  • (Background, Batteries, JV With Potevio, China Potevio, CNOOC (China National Offshore Oil Corporation), iPad)
  • SK ENERGY CO., LTD.
  • (Background, Batteries)
  • SONY CORPORATION
  • (Background, Batteries)
  • STELLA CHEMIFA CORPORATION
  • (Background, Batteries)
  • TIANJIN STL ENERGY TECHNOLOGY CO., LTD
  • (Background, Batteries)
  • TIANJIN LISHEN BATTERY JOINT-STOCK CO., LTD
  • (Background, Batteries)
  • TOMIYAMA PURE CHEMICAL INDUSTRIES LTD.
  • (Background, Batteries)
  • TONENGENERAL SEKIYU K.K.
  • (Background, Batteries)
  • TOSHIBA CORPORATION
  • (Background, Batteries)
  • UBE INDUSTRIES LTD
  • (Background, Batteries, Battery Material Makers Stand To Gain More Than Battery Makers, Battery Materials Could Evolve Into An Industry Like Semiconductors, Ube and Asahi Kasei Are Best Placed In Battery Materials, Battery Material Unit Price Assumptions, Ube' s Forecasted Battery Materials Sales, Market Share, Profits In 2013, Key Assumptions In Battery Materials Outlook, Experience And Stabile Supplies Vs. Manufacturing Method, Higher Entry Barriers To Separators Than Other Battery Materials)
  • ULTRALIFE CORPORATION
  • (Background, Batteries)
  • UMICORE S.A
  • (Background, Batteries, 3M JV)
  • VALENCE TECHNOLOGY

TABLES

  • Comparison Of Company Strategies In Consumer/xEV/ESS Lithium Batteries
  • Battery/Auto OEM JV Launches: 2013-15
  • xEV Lithium Battery Price By Major Producer (US$/KWh): 2010-2015
  • xEV Subsidy Programs By Country
  • China' s EV Policy
  • Lithium Batteries Share Of Total Cost By xEV Type
  • xEV Launch Schedule For Toyota/Honda Compared To Hyundai/ VW /BMW
  • Lithium Battery Producers Expectations On Global HEV/PHEV/ EV Volume By Type: 2015-2020
  • Specs Required For HEV/PHEV/ EV Batteries
  • Technologies By Type Adopted By Lithium Battery Producers
  • Smart Grid Storage Battery Market Size Trend: 2009-2020
  • Assumptions In Forecasts For Storage Battery Market
  • Comparison of NAS, Lead-Acid And Lithium Batteries
  • Selected ABMI Recipients

FIGURES

  • Battery Charging And Discharging Mechanisms
  • Battery Pack Illustrated
  • Serial And Parallel Connections
  • Battery Manufacturing Process
  • Lithium Batteries Total Addressable Market-HEV/EV, Consumer, Electric Storage, Industrial/Other: 2009-2020
  • Lithium Battery Market Size By Application: 2010-2020
  • Lithium Battery Market CAGR By Application: 2010-2020
  • Lithium Batteries Companies Share Price Trends Since 2009
  • Leading Lithium Batteries Companies Revenue Trends: 2009-2011
  • Leading Lithium Batteries Companies CAGR Trends: 2009-2011
  • Prismatic Lithium Batteries Capacity Trends By Leading Companies (Units/CAGR): 2007-2011
  • Cylindrical Lithium Batteries Capacity Trends By Leading Companies: 2007-2011
  • Polymer Lithium Batteries Capacity Trends By Leading Companies: 2007-2011
  • Base Case Forecast For Global xEV Unit Shipments By Type: 2004-2020
  • Potential xEV Lithium Battery Total Available Market (Conservative Forecast): 2004-2020
  • Historic Price Trend For NiMH And Consumer Lithium Batteries
  • Cost Comparison Between EV And HEV Sub-Systems (US$): 2009-2020
  • Battery/Auto Manufacturer Supply Matrix
  • Technical Comparison Of Main xEV Lithium Battery Types
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