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電気自動車 (EV) 用バッテリーおよび同材料:技術、傾向、市場予測

EV Batteries and Materials: Technology, Trends, and Market Forecasts

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出版日 ページ情報 英文
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電気自動車 (EV) 用バッテリーおよび同材料:技術、傾向、市場予測 EV Batteries and Materials: Technology, Trends, and Market Forecasts
出版日: 2018年09月01日 ページ情報: 英文
概要

現在、多くの自動車メーカーが、より安価で走行距離の長い電気自動車の開発を目指しており、それに伴ってリチウムイオン電池の需要も拡大すると見込まれています。この5年間でバッテリーパックの性能は2〜3倍も向上しましたが、リチウムイオン電池のコストが高止まりしていることが市場成長の妨げとなっています。それでも、量産効果などが働いて、長期的にはバッテリー費用も現在の半分程度にまで下落する、と期待されています。

当レポートでは、世界の電気自動車向けバッテリーとその材料の市場動向について分析し、EV用バッテリー技術の概略や、カソード/アノード用材料の市場動向 (価格、需給バランス、主要生産国・企業など)、バッテリー部品/完成品の主要サプライヤーのプロファイルといった情報を取りまとめてお届けいたします。

第1章 イントロダクション

第2章 電気自動車/EVバッテリーの市場の展望

  • 電気自動車 (EV) 市場
  • EV用バッテリー
    • EV用バッテリー市場の予測
    • EV用バッテリーのエネルギー密度
    • EV用バッテリーの価格
    • EV用バッテリーの市場シェア
    • 未来のバッテリー
      • リチウム空気電池 (Li-air)
      • リチウム金属電池 (Li-metal)
      • 固体リチウム電池
      • リチウム硫黄電池 (Li-S)
      • ナトリウムイオン電池 (Na-ion)

第3章 カソード用材料の分析

  • イントロダクション
    • カソード (正極) の材料費
    • カソード材料とバッテリーの種類
      • LCO (コバルト酸リチウム) カソード
      • NCM (ニッケル・コバルト・マンガン) カソード
      • LMO (リチウム酸化マンガン) カソード
      • LFP (リン酸鉄リチウム) カソード
      • NCA (ニッケル・コバルト・アルミニウム) カソード
  • リチウム
    • リチウム価格
    • リチウムの需要量/供給量
    • リチウムの主な生産国
  • コバルト
    • コバルト価格
    • コバルトの需要量/供給量
    • コバルトの主な生産国
    • コバルトの主要メーカー
  • ニッケル/マンガン

第4章 アノード・電解質・セパレータ用材料の分析

  • アノード (負極) 市場
  • セパレータ (メンブレン) 市場
  • 電解質市場

第5章 サプライヤーのプロファイルと戦略

  • Aekyung Chemical
  • Aleees
  • 旭化成
  • B&M
  • BASF
  • BTR New Energy Materials
  • BNE
  • CangzhouMingzhu
  • Central Glass
  • Do-Fluoride Chemical
  • Easpring
  • Foshan Jinhui Hi-tech Optoelectronic Material
  • Guangzhou Tinci Materials Technology
  • Guotai-Huarong
  • 日立化学
  • HongTu
  • Huiqiang New Energy
  • Hunan ChangyuanLico
  • JFEケミカル
  • Johnson Matthey
  • クレハ
  • Mingzhu
  • 三菱化学
  • 日亜化学
  • Ningbo Jinhe New Materials
  • Pulead Technology Industry
  • Reshine
  • Shenzhen Senior Technology
  • ShanShan
  • Shenzhen Capchem Technology
  • Shinzoom
  • Sinuo
  • Soulbrain
  • 住友金属鉱山
  • Tangray
  • 帝人
  • 東レバッテリーセパレータフィルム
  • Umicore
  • Xiamen Tungsten
  • Xinxiang Zhongke Science and Technology
  • Zeto
  • Zhuhai Smoothway Electronic Materials
  • Zichen

第6章 バッテリー・サプライヤーのプロファイルと戦略

  • BYD
  • Beijing National Battery Technology
  • CALB
  • Camel Group Co
  • CATL
  • Cham Battery Technology Co
  • Chaowei Power Holdings Limited
  • CITIC Guo'AnMengguli (MGL)
  • CNSG Anhui Hong Sifang Co
  • Coslight
  • DLG Power Battery
  • Do-Fluoride (Jiaozuo) New Energy Technology
  • EVE Energy Co., Ltd.
  • Farasis Energy (Ganzhou) Co., Ltd.
  • First New Energy Co. Ltd
  • Great Power Energy Technology Co., Ltd
  • Guoxuan Hi-Tech
  • Harbin Coslight Power Co., Ltd.
  • Henan Lithium Power Source Co
  • Henan Xintaihang
  • Highstar Battery
  • Huanyu New Energy Technology Co., Ltd.
  • Hunan Copower EV Battery Co., Ltd
  • Jiangsu Tenpower
  • Jiangsu Zhihang New Energy Co., Ltd.
  • LG Chem
  • Mcnair New Energy Co., Ltd
  • Melsen Power
  • Microvast Power Systems Co., Ltd.
  • Narada Power Source Co., Ltd.
  • Ningbo CRRC New Energy Technology Co., Ltd.
  • OptimumNano
  • パナソニック
  • Plylion Battery Co., Ltd.
  • Samsung SDI
  • Shandong Forever New Energy
  • Shandong Hengyu New Energy
  • Shanghai CENAT New Energy Co., Ltd.
  • Shenzhen BAK
  • Sinopoly Battery
  • Sinowatt
  • SK Innovation
  • Skyrich Power Co., Ltd.
  • Supreme Power Systems Co., Ltd.
  • Suzhou Youlion Battery Inc.
  • Tianjin EV Energies Co., Ltd. (JEVE)
  • Tianjin Lishen Battery Joint-Stock Co., Ltd.
  • Tianneng Power
  • Wanxiang-A123
  • Wina Power
  • Wuhu ETC Battery Limited
  • Zhejiang GBS Energy Co., Ltd.
  • Zhongdao Energy Co., Ltd.
  • Zhuhai Yinlong New Energy Co., Ltd.
  • Zhuoneng New Energy
  • Zibo Guoli
  • ZTT Energy Storage Technology Co., Ltd.

図表一覧

目次

With more automakers aiming to market cheaper, longer-range plug-in cars, demand for lithium-ion automotive batteries is expected rise sharply in 2017.

The key to the market growth is the use of battery packs that are in some cases two to three times bigger than those employed in electric cars just five years ago. By incorporating bigger batteries, the new vehicles will offer greater all-electric ranges.

Unfortunately, high costs of lithium-ion battery cells have been one of the main hindrances to large-scale electric-car adoption, as they typically lead to higher purchase prices for electric cars than comparable internal-combustion models.

Because of improved chemistry, manufacturing processes and economies of scale, average electric-car battery costs continue to decline.

Battery pack prices are expected to halve to $215 per kilowatt hour by 2020 from $400/kWh now. Due to the rapid decline in this cost Exane BNP Paribas predicted that by 2025 automakers will generate bigger profit margins from EVs than from cars with internal combustion engines. As EV growth escalates, the industry would need a global battery production capacity of 600 gigawatt hours, enough to build 8.6 million cars with an average battery size of 70kWh.

Table of Contents

Chapter 1 Introduction

Chapter 2 EV and EV Battery Market Outlook

  • 2.1 EV Market
  • 2.2 EV Batteries
    • 2.2.1 EV Battery Market Forecast
    • 2.2.2 EV Battery Energy Density
    • 2.2.3 EV Battery Cell Price
    • 2.2.4 EV Battery Market Share
    • 2.2.5 Future Batteries
      • 2.2.5.1 Lithium-air (Li-air)
      • 2.2.5.2 Lithium-metal (Li-metal)
      • 2.2.5.3 Solid-state Lithium
      • 2.2.5.4 Lithium-sulfur (Li-S)
      • 2.2.5.5 Sodium-ion (Na-ion)

Chapter 3 Cathode Material Analysis

  • 3.1 Introduction
    • 3.1.1 Cathode Material Costs
    • 3.1.2 Cathode Materials And Battery Types
      • 3.1.2.1 LCO (Lithium Cobalt Oxide) Cathodes
      • 3.1.2.2 NCM (Nickel Cobalt Manganese) Cathodes
      • 3.1.2.3 LMO (Lithium Manganese Oxide) Cathodes
      • 3.1.2.4 LFP (Lithium Iron Phosphate) Cathodes
      • 3.1.2.5 NCA (Nickel Cobalt Aluminum) Cathodes
  • 3.2 Lithium
    • 3.2.1 Lithium Prices
    • 3.2.2 Lithium Supply/Demand
    • 3.2.3 Top Lithium-Producing Countries
  • 3.3 Cobalt
    • 3.3.1 Cobalt Prices
    • 3.3.2 Cobalt Supply/Demand
    • 3.3.3 Top Cobalt-Producing Countries
    • 3.3.4 Top Cobalt-Producing Producers
  • 3.4 Nickel/Manganese

Chapter 4 Anode, Electrolyte, And Separator Material Analysis

  • 4.1 Anode Market
  • 4.2 Separator (Membrane) Market
  • 4.3 Electrolytes Market

Chapter 5 Supplier Profiles and Strategies

  • 5.1 Aekyung Chemical
  • 5.2 Aleees
  • 5.3 Asahi Kasei
  • 5.4 B&M
  • 5.5 BASF
  • 5.6 BTR New Energy Materials
  • 5.7 BNE
  • 5.8 CangzhouMingzhu
  • 5.9 Central Glass
  • 5.10 Do-Fluoride Chemical
  • 5.11 Easpring
  • 5.12 Foshan Jinhui Hi-tech Optoelectronic Material
  • 5.13 Guangzhou Tinci Materials Technology
  • 5.14 Guotai-Huarong
  • 5.15 Hitachi Chemical
  • 5.16 HongTu
  • 5.17 Huiqiang New Energy
  • 5.18 Hunan ChangyuanLico
  • 5.19 JFE Chemical
  • 5.20 Johnson Matthey
  • 5.21 Kureha
  • 5.22 Mingzhu
  • 5.23 Mitsubishi Chemical
  • 5.24 Nichia
  • 5.25 Ningbo Jinhe New Materials
  • 5.26 Pulead Technology Industry
  • 5.27 Reshine
  • 5.28 Shenzhen Senior Technology
  • 5.29 ShanShan
  • 5.30 Shenzhen Capchem Technology
  • 5.31 Shinzoom
  • 5.32 Sinuo
  • 5.33 Soulbrain
  • 5.34 Sumitomo Metal Mining
  • 5.35 Tangray
  • 5.36 Teijin
  • 5.37 Toray Battery
  • 5.38 Umicore
  • 5.39 Xiamen Tungsten
  • 5.40 Xinxiang Zhongke Science and Technology
  • 5.41 Zeto
  • 5.42 Zhuhai Smoothway Electronic Materials
  • 5.43 Zichen

Chapter 6 Battery Supplier Profiles and Strategies

  • 6.1 BYD
  • 6.2 Beijing National Battery Technology
  • 6.3 CALB
  • 6.4 Camel Group Co
  • 6.5 CATL
  • 6.6 Cham Battery Technology Co
  • 6.7 Chaowei Power Holdings Limited
  • 6.8 CITIC Guo'AnMengguli (MGL)
  • 6.9 CNSG Anhui Hong Sifang Co
  • 6.10 Coslight
  • 6.11 DLG Power Battery
  • 6.12 Do-Fluoride (Jiaozuo) New Energy Technology
  • 6.13 EVE Energy Co., Ltd.
  • 6.14 Farasis Energy (Ganzhou) Co., Ltd.
  • 6.15 First New Energy Co. Ltd
  • 6.16 Great Power Energy Technology Co., Ltd
  • 6.17 Guoxuan Hi-Tech
  • 6.18 Harbin Coslight Power Co., Ltd.
  • 6.19 Henan Lithium Power Source Co
  • 6.20 Henan Xintaihang
  • 6.21 Highstar Battery
  • 6.22 Huanyu New Energy Technology Co., Ltd.
  • 6.23 Hunan Copower EV Battery Co., Ltd
  • 6.24 Jiangsu Tenpower
  • 6.25 Jiangsu Zhihang New Energy Co., Ltd.
  • 6.26 LG Chem
  • 6.27 Mcnair New Energy Co., Ltd
  • 6.28 Melsen Power
  • 6.29 Microvast Power Systems Co., Ltd.
  • 6.30 Narada Power Source Co., Ltd.
  • 6.31 Ningbo CRRC New Energy Technology Co., Ltd.
  • 6.32 OptimumNano
  • 6.33 Panasonic
  • 6.34 Plylion Battery Co., Ltd.
  • 6.35 Samsung SDI
  • 6.36 Shandong Forever New Energy
  • 6.37 Shandong Hengyu New Energy
  • 6.38 Shanghai CENAT New Energy Co., Ltd.
  • 6.39 Shenzhen BAK
  • 6.40 Sinopoly Battery
  • 6.41 Sinowatt
  • 6.42 SK Innovation
  • 6.43 Skyrich Power Co., Ltd.
  • 6.44 Supreme Power Systems Co., Ltd.
  • 6.45 Suzhou Youlion Battery Inc.
  • 6.46 Tianjin EV Energies Co., Ltd. (JEVE)
  • 6.47 Tianjin Lishen Battery Joint-Stock Co., Ltd.
  • 6.48 Tianneng Power
  • 6.49 Wanxiang-A123
  • 6.50 Wina Power
  • 6.51 Wuhu ETC Battery Limited
  • 6.52 Zhejiang GBS Energy Co., Ltd.
  • 6.53 Zhongdao Energy Co., Ltd.
  • 6.54 Zhuhai Yinlong New Energy Co., Ltd.
  • 6.55 Zhuoneng New Energy
  • 6.56 Zibo Guoli
  • 6.57 ZTT Energy Storage Technology Co., Ltd.

List of Tables

  • 2.1 Global EV Market Forecast
  • 2.2 Major Chinese And Korean EV Battery Makers
  • 2.3 Summary Table of Lithium-Based Batteries
  • 2.4 EV Battery Breakdown by Company AndEV Model
  • 2.5 Revenue Forecast of EV Battery Manufacturers
  • 2.6 Summary Table of Future Batteries
  • 3.1 Average Cell Cost Forecast of NCM BATTERY
  • 3.2 Major Lithium Metal Oxides Used In Cathodes
  • 3.3 Cathode Material Characteristics
  • 3.4 Lithium Cobalt Oxide Properties
  • 3.5 Lithium Nickel Manganese Cobalt Oxide Properties
  • 3.6 Lithium Manganese Oxide Properties
  • 3.7 Lithium Nickel Cobalt Aluminum Oxide Properties
  • 3.8 Lithium Production and Reserves by Country
  • 4.1 Properties and Suppliers of Anode Materials
  • 4.2 Characteristics and Suppliers of Separators

List of Figures

  • 2.1 EV Battery Market Forecast by Vehicle Type ($ M)
  • 2.2 EV Battery Market Forecast by Vehicle Type (MWh)
  • 2.3 EV Battery Market by Vehicle Type 2000 And 2015 (MWh)
  • 2.4 EV Battery Market by Vehicle Type 2015 And 2025 (MWh)
  • 2.5 EV Battery Market Share by Manufacturer
  • 2.6 EV Battery Manufacturer Capacity by Region
  • 2.7 EV Battery Supply/Demand 2015-2020
  • 2.8 China EV Battery Supplier Expansion 2015-2017
  • 2.9 Global EV Battery Capacity Growth by Region
  • 3.1 Li Battery Materials Cost Breakdown
  • 3.2 Cathode Materials Market Share by Type
  • 3.3 LCO Market Share by Material Supplier
  • 3.4 NCM Market Share by Material Supplier
  • 3.5 LMO Market Share by Material Supplier
  • 3.6 LFP Market Share by Material Supplier
  • 3.7 NCA Market Share by Material Supplier
  • 3.8 Lithium Carbonate Prices 2000-2016
  • 3.9 Lithium Supply by Country - 2015
  • 3.10 Lithium Supply by Country - 2025
  • 3.11 Lithium Supply by Country - 2013-2025
  • 3.12 Cobalt 1-Year Price Graph
  • 3.13 Cobalt 5-Year Price Graph
  • 3.14 Cobalt Supply/Demand
  • 3.15 Cobalt Demand by Application
  • 3.16 Cobalt Demand by Country
  • 3.17 Nickel 5-Year Price Graph
  • 3.18 Manganese 5-Year Price Graph
  • 4.1 Anode Materials Market Share by Type
  • 4.2 Market Shares of Anode Materials Suppliers
  • 4.3 Forecast of Anode Materials by Type 2015-2020
  • 4.3 Market Shares of Separator Materials Suppliers
  • 4.4 Wet Vs Dry Separator Forecast for EV Batteries 2015-2020
  • 4.5 Global Demand for Separators for Automotive 2015-2020
  • 4.6 Market Shares of Electrolyte Materials Suppliers
  • 4.7 Forecast of Electrode Materials by Type 2015-2020
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