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市場調査レポート

電力網向け・リチウムイオン式蓄電市場:リチウムイオン電池メーカー上位15社の事業戦略・実行状況の評価

Navigant Research Leaderboard Report: Li-Ion Grid Storage - Assessment of Strategy and Execution for 15 Li-Ion Battery Manufacturers

発行 Navigant Research 商品コード 331912
出版日 ページ情報 英文 52 Pages; 22 Tables, Charts & Figures
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電力網向け・リチウムイオン式蓄電市場:リチウムイオン電池メーカー上位15社の事業戦略・実行状況の評価 Navigant Research Leaderboard Report: Li-Ion Grid Storage - Assessment of Strategy and Execution for 15 Li-Ion Battery Manufacturers
出版日: 2015年06月05日 ページ情報: 英文 52 Pages; 22 Tables, Charts & Figures
概要

近年、リチウムイオン電池の市場価格が急落し、据置型・蓄電向け用途でも十分に利益を確保できる水準となりました。同時に、蓄電システム用ソフトウェアや制御機能が発達し、各々のエンドユーザーに最適なサービス体制を柔軟に設定できるようになりました。他方、市場の主導的企業は、その形態も専業企業から総合電機企業・多国籍企業まで様々で、主力製品もメガワット級やより小規模なもの、商用/住宅用と多岐に及んでいます。現時点では、省エネ型ビジネスへの関心や単純な工学的構造への需要から、配電用蓄電システムに関心が集まっている状態です。

当レポートでは、世界の電力網向けリチウムイオン (Li-ion) 電池市場における大手リチウムイオン電池メーカー15社の事業戦略とその実践状況について分析し、電力網向けリチウムイオン電池市場全体の構造・動向や、主な市場促進・阻害要因などを調査すると共に、大手メーカー各社について12種類の評価基準 (ビジョン、市場参入戦略、パートナー、製品戦略、技術、国際的事業展開状況、販売・マーケティング・流通、製品性能、製品品質・信頼性、製品ポートフォリオ、価格設定、市場残存力) に基づいてランキングを下し、それに基づいて各企業の市場での強み・弱みについて考察しております。

第1章 エグゼクティブ・サマリー

第2章 市場概況

  • 概要
  • 市場の定義
  • 市場促進要因
    • 再生可能エネルギー発電の導入
    • 電力網の回復力と燃料の切り替え
    • リチウムイオン電池の経済性の向上
  • 市場阻害要因
    • 市場の共食い状態
    • ユーティリティ企業の抵抗
    • 安全性への懸念
  • 市場の傾向
    • 需要変動への対処
    • バックアップ用発電およびアンシラリーサービス

第3章 The Navigant Research Leaderboard

  • Navigant Research Leaderboardによる企業の分類
    • リーダー (主導的企業)
    • コンテンダー (競合的企業)
    • チャレンジャー (挑戦的企業)
    • フォロワー (追従的企業)
  • The Navigant Research Leaderboard Gridによる企業評価

第4章 企業のランキング

  • リーダー
    • LG Chem
    • Samsung SDI
  • コンテンダー
    • BYD
    • Kokam
    • 東芝
    • パナソニック
    • 日立製作所
    • Saft
    • ソニー
    • Lishen
    • Leclanche
  • チャレンジャー
    • Electrovaya
    • Amperex
    • Microvast
    • Johnson Controls
  • フォロワー

第5章 企業連絡先一覧

第6章 略語・頭文字一覧

第7章 目次

第8章 図表一覧

第9章 分析範囲・手法

  • 分析範囲
  • 情報源・分析手法
目次
Product Code: LB-LIGS-15

The grid storage market has been developing more slowly than many expected over the past several years. However, rapidly decreasing prices for lithium ion (Li-ion) batteries have opened new markets and revenue-generating opportunities for stationary storage systems. At the same time, advances in storage system software and controls are turning storage systems into highly flexible resources capable of providing a variety of services to system owners and grid operators. In these evolving markets, Li-ion is emerging as the go-to technology for many system developers due to an attractive combination of energy density, efficiency, warranties, and price points.

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The landscape of Li-ion battery manufacturers is diverse, with players ranging from small firms focused only on Li-ion technology to diversified, multinational corporations. Companies often specialize in one or more subchemistries of Li-ion, each of which has different operating characteristics and is better suited for certain applications on the grid. Leading companies offer solutions for various applications, including megawatt-scale utility systems and smaller, distributed systems for commercial and residential buildings. Distributed energy storage systems are gaining market traction and becoming an increasingly important part of the overall market due to a clearer business case and simpler engineering.

This Navigant Research Leaderboard Report examines the strategy and execution of 15 leading Li-ion battery manufacturers that are active in the stationary energy storage market. These players are rated on 12 criteria: vision, go-to market strategy, partners, production strategy, technology, geographic reach, sales, marketing, and distribution, product performance, product quality and reliability, product portfolio, pricing, and staying power. Using Navigant Research's proprietary Leaderboard methodology, vendors are profiled, rated, and ranked with the goal of providing industry participants with an objective assessment of these companies' relative strengths and weaknesses in the global Li-ion stationary storage market.

Top 10 Vendors:

  • 1. LG Chem
  • 2. Samsung SDI
  • 3. BYD
  • 4. Kokam
  • 5. Toshiba
  • 6. Panasonic
  • 7. Hitachi
  • 8. Saft
  • 9. Sony
  • 10. Lishen

Key Questions Addressed:

  • Who are the leaders in providing lithium ion (Li-ion) batteries for stationary energy storage applications?
  • What are the key metrics used to evaluate market performance in the Li-ion industry?
  • How is the Li-ion industry responding to challenging and rapidly evolving market conditions?
  • Which market participants are in the best position for success in different geographic regions?
  • How do adjacent battery markets (e.g., electric vehicles and consumer electronics) affect business strategy in the Li-ion grid storage market?
  • How do the pricing, geographic reach, and go-to market strategies of the leading companies in this market compare?

Who needs this report?

  • Lithium ion (Li-ion) battery vendors
  • Li-ion stationary energy storage system purchasers
  • Energy storage enabling technology vendors
  • Energy storage systems integrators
  • Stationary energy storage project developers
  • Electric utilities
  • Investor community

Table of Contents

1. Executive Summary

  • 1.1 Market Introduction
  • 1.2 Criteria Overview
  • 1.3 The Navigant Research Leaderboard Grid

2. Market Overview

  • 2.1 Overview
  • 2.2 Market Definition
  • 2.3 Market Drivers
    • 2.3.1 Renewables Adoption
    • 2.3.2 Grid Resiliency and Fuel Switching
    • 2.3.3 Improved Li-Ion Battery Economics
  • 2.4 Market Barriers
    • 2.4.1 Market Balkanization
    • 2.4.2 Utility Resistance
    • 2.4.3 Safety Concerns
  • 2.5 Market Trends
    • 2.5.1 Managing Demand Charges
    • 2.5.2 Backup Generation and Ancillary Services

3. The Navigant Research Leaderboard

  • 3.1 The Navigant Research Leaderboard Categories
    • 3.1.1 Leaders
    • 3.1.2 Contenders
    • 3.1.3 Challengers
    • 3.1.4 Followers
  • 3.2 The Navigant Research Leaderboard Grid

4. Company Rankings

  • 4.1 Leaders
    • 4.1.1 LG Chem
    • 4.1.2 Samsung SDI
  • 4.2 Contenders
    • 4.2.1 BYD
    • 4.2.2 Kokam
    • 4.2.3 Toshiba
    • 4.2.4 Panasonic
    • 4.2.5 Hitachi
    • 4.2.6 Saft
    • 4.2.7 Sony
    • 4.2.8 Lishen
    • 4.2.9 Leclanché
  • 4.3 Challengers
    • 4.3.1 Electrovaya
    • 4.3.2 Amperex
    • 4.3.3 Microvast
    • 4.3.4 Johnson Controls
  • 4.4 Followers

5. Company Directory

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study and Methodology

  • 9.1 Scope of Study
  • 9.2 Sources and Methodology
    • 9.2.1 Vendor Selection
    • 9.2.2 Ratings Scale
      • 9.2.2.1 Score Calculations
    • 9.2.3 Criteria Definitions
      • 9.2.3.1 Strategy
      • 9.2.3.2 Execution

List of Charts and Figures

  • The Navigant Research Leaderboard Grid
  • Installed Li-Ion ESS Revenue by Application, World Markets: 2015-2024
  • LG Chem Strategy and Execution Scores
  • Samsung SDI Strategy and Execution Scores
  • BYD Strategy and Execution Scores
  • Kokam Strategy and Execution Scores
  • Toshiba Strategy and Execution Scores
  • Panasonic Strategy and Execution Scores
  • Hitachi Strategy and Execution Scores
  • Saft Strategy and Execution Scores
  • Sony Strategy and Execution Scores
  • Lishen Strategy and Execution Scores
  • Leclanche Strategy and Execution Scores
  • Electrovaya Strategy and Execution Scores
  • Amperex Strategy and Execution Scores
  • Microvast Strategy and Execution Scores
  • Johnson Controls Strategy and Execution Scores

List of Tables

  • Newly Announced Li-Ion Energy Storage Power Capacity by Region, World Markets: 2011-2015
  • The Navigant Research Leaderboard Overall Scores
  • Vendor Scores
  • Vendor Scores on Strategy Criteria
  • Vendor Scores on Execution Criteria
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