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リチウムイオン電池と代替エネルギー自動車(HEV・PHEV・EV):技術・市場・企業・市場機会の分析・予測(2010-2020年)

Lithium Ion Batteries Outlook and Alternative Energy Vehicles (HEVs, PHEVs, EVs) - Technologies, Markets, Competitors and Opportunities: 2010-2020 Analysis and Forecasts

発行 David+Company 商品コード 179473
出版日 ページ情報 英文 85 Pages
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リチウムイオン電池と代替エネルギー自動車(HEV・PHEV・EV):技術・市場・企業・市場機会の分析・予測(2010-2020年) Lithium Ion Batteries Outlook and Alternative Energy Vehicles (HEVs, PHEVs, EVs) - 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 85 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)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、世界の電気自動車向けリチウムイオン電池の市場について調査分析し、HEV・PHEV・EVの政府によるインセンティブ、HEV・PHEV・EVの出荷予測、電気自動車用リチウムイオン電池市場の推計・予測(2010・2015・2020年)、サプライヤーの市場シェア実績、EV用電池のサプライチェーン、電池のコンポーネント別コスト内訳、コンポーネントサプライヤーの市場シェア、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

代替エネルギー自動車(HEV・PHEV・EV)とリチウムイオン電池の見通し

  • EV/HEV市場:政府のインセンティブを受けて飛躍
  • 世界のEV/PHEV/HEV予測
  • 今後の課題
  • 電池技術のリスク
  • 政治的リスク
  • 規格の不備によるリスク
  • リチウムイオン:将来の主流ハイブリッド/EV電池ソリューション
  • 現在のリチウムイオン電池ソリューションにおける明らかな勝者の不在
  • 技術の好み
  • 特許に関する課題:LiFePO4
  • 電気自動車への利用がリチウム電池市場の成長を推進
  • 自動車メーカーを提携関係を結ぶ電池製造業者
  • 自動車メーカーとのJV設立のメリット
  • 日本・韓国企業がリチウム電池材料のサプライチェーンを独占
  • カソード
  • アノード
  • セパレーター
  • 電解質
  • その他のHEV・EVパーツ
  • バッテリーマネージメントシステム(BMS:Battery Management System)
  • 自動車

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
  • NEC
  • 日亜化学工業
  • NINGBO SHANSHAN CO., LTD
  • 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) 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 xEV 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 figures and 1 table.

Table of Contents

EXECUTIVE SUMMARY

INTRODUCTION

  • Background
  • Methodology and Sources
  • Statistical Notes

ALTERNATIVE ENERGY VEHICLES (HEVs, PHEVs, EVs) AND THE LITHIUM ION BATTERY OUTLOOK

  • EV/HEV Market Taking Off On Strong Government Incentives
  • Global EV/PHEV/HEV Forecasts
  • Challenges Ahead
  • Battery Technology Risks
  • Political Risks
  • Risk From Lack Of Standards
  • Li Ion, The Future Mainstream Hybrid/EV Battery Solution
  • No Clear Winner Among The Current Li Ion Battery Solutions
  • Technology Preferences
  • Patent Issues With LiFePO4
  • Electric Vehicle Applications To Drive Lithium Battery Market Growth
  • Battery Makers Are Forming Partnerships With Automakers
  • Advantages Of Forming A JV With An Automaker
  • Japanese & Korea Players Dominate The Lithium Battery Material Supply Chain
  • Cathodes
  • Anodes
  • Separators
  • Electrolytes
  • Other HEV And EV Parts
  • Battery Management Systems (BMS)
  • Motors

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

FIGURES

  • Country/Region CO2 Emission Goals And Subsidies
  • EV/PHEV/HEV Government Plans For Various Countries
  • HEV/PHEV/EV Comparisons
  • Global EV/HEV/PHEV Shipments Forecast
  • Comparison Of Lead Acid, NiMH And Lithium Batteries
  • Comparison Different Types Of Li-ion Batteries By Cathode Materials
  • Global EV Lithium Battery Market: 2010, 2015, 2020
  • Global Lithium Battery Market Shares By Battery Cell Suppliers: 2009
  • EV Battery Supply Chain
  • Battery Cell Cost Breakdown By Component
  • Cathode Supplier Market Shares In All Lithium Battery Applications
  • Anode Supplier Market Shares In All Lithium Battery Applications
  • Separator Supplier Market Shares In All Lithium Battery Applications
  • Electrolytes Supplier Market Shares In All Lithium Battery Applications

TABLES

  • Company Cell Production Per Month By Application: 2009
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