市場調査レポート

世界および中国における充電式リチウム電池産業:2009年〜2010年

Global and China Rechargeable Lithium Battery Industry Report, 2009-2010

発行 ResearchInChina 商品コード 134084
出版日 ページ情報 英文 172 Pages
納期: 即日から翌営業日
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世界および中国における充電式リチウム電池産業:2009年〜2010年 Global and China Rechargeable Lithium Battery Industry Report, 2009-2010
出版日: 2010年08月10日 ページ情報: 英文 172 Pages

当商品の販売は、2016年07月01日を持ちまして終了しました。

概要

当レポートでは、世界および中国における充電式リチウム電池産業について調査し、世界市場全体の規模、世界・中国における充電式リチウム電池産業のセグメント別(アノード・カソード・セパレーター・電解液)分析、各セグメントにおける主要企業のプロファイルを提供しており、概略以下の構成でお届けします。

第1章 充電式リチウム電池産業の概要

  • 世界の充電式リチウム電池市場規模
  • 世界の充電式リチウム電池における地域別内訳
  • 世界の充電式リチウム電池におけるランキング
  • 充電式リチウム電池の産業チェーン

第2章 充電式リチウム電池市場

  • 携帯電話市場
  • ノートPC市場
  • 自動車市場
  • 家電市場

第3章 充電式リチウム電池のアノード

  • イントロダクション
  • LiFePO4産業
  • 充電式リチウム電池アノード市場の動向
  • 世界における充電式リチウム電池アノード産業のパターン
  • 中国における充電式リチウム電池アノード産業のパターン
  • 充電式リチウム電池アノード企業

第4章 充電式リチウム電池のカソード

  • イントロダクション
  • 充電式リチウム電池カソード産業のパターン
  • 中国における充電式リチウム電池カソード産業のパターン
  • 充電式リチウム電池カソード企業

第5章 充電式リチウム電池のセパレーター

  • イントロダクション
  • 充電式リチウム電池セパレーター原料市場
  • 世界における充電式リチウム電池セパレーター産業のパターン
  • 充電式リチウム電池セパレーター企業

第6章 充電式リチウム電池の電解液

  • イントロダクション
  • 六フッ化リン酸リチウム(LiPF6)
  • 充電式リチウム電池電解液産業のパターン
  • 中国における充電式リチウム電池電解液産業のパターン
  • 充電式リチウム電池電解液企業

第7章 原動力となる充電式リチウム電池企業

  • Ener1
  • SB LiMotive
  • PEV
  • リチウムエナジージャパン
  • Blue Energy
  • CPI
  • Saft
  • 日立ビークルエナジー
  • A123
  • ASEC

第8章 従来の充電式リチウム電池企業

  • BAK
  • BYD
  • SCUD
  • Tianjin Lishen
  • 三洋
  • パナソニック
  • Amperex Technology
  • ソニー
  • Samsung SDI
  • Tianjin Samsung SDI
  • LG Chem
  • Simplo
  • DynaPack
  • Celxpert

図表

目次

Abstract

Executive Summary

There are only ten rechargeable lithium battery cell manufacturers all over the world. A large proportion of Japanese manufacturers are engaged in the production of laptop battery cells, while South Korean and Chinese manufacturers mainly focus on producing battery cells for cell phone and other portable electronic appliances, the unit prices of which are far lower than laptop battery cell' s. Therefore, Japanese manufacturers have smaller rechargeable lithium battery cell shipment but higher unit prices, as compared with South Korean and Chinese manufacturers.

BYD is the only manufacturer witnessing drop in both shipment and income for three consecutive years, and it has attached more importance to automotive than to rechargeable lithium battery. In the meantime, South Korean manufacturers have made rapid progress. Samsung SDI is projected to top the world by shipment and rank the fourth place by income in 2010. LG Chemical is likely to be in the second place.

Motive rechargeable lithium batteries have aroused wide attention due to the popularity of low-carbon economy concept. However, the shipment of motive rechargeable lithium battery is still low, and manufacturers are suffering serious loss. For example, A123 Systems and ENER1 have suffered deep loss, and the gross margin has dropped for five consecutive years. Thus, investing in these companies is highly risky, like gambling. The performance of downstream enterprises is not good, and the investment mainly concentrates on the upstream of the rechargeable lithium battery industry. In China, any stock with a few relations with the rechargeable lithium battery upstream will gain dramatically.

The rechargeable lithium battery industry chain is long and extensive. The four major raw materials for rechargeable lithium battery by cost attribution are anode material, separator, electrolyte and cathode material.

At present, anode material is the hottest topic. Non-power rechargeable lithium battery batteries usually adopt LiCo2O4 as anode material. However, the anode material of motive lithium battery is categorized into LiMn2O4 and LiFePO4. Japanese manufacturers mainly specialize in LiMn2O4, and have successively issued several electric cars with LiMn2O4 battery. Nevertheless, the United States and China' s manufacturers focus on LiFePO4, and A123 is a LiFePO4 leader. LiFePO4 is excellent in performance and safety, but it is inferior to LiMn2O4 in terms of industrialized maturity, cost and consistency. The rechargeable lithium battery of an electric vehicle is connected by tens even hundreds of cells, and hence has high consistency requirement which is rather difficult for LiFePO4 to achieve. Thus, nearly all large auto manufacturers select LiMn2O4 due to its higher maturity. Even A123, the leader in LiFePO4 battery field, also failed to win the Chevrolet tender. However, LG Chemical, a big LiMn2O4 battery manufacturer, had won the bid. Now, the frequent auto recalls make auto manufacturers behave extremely cautious that they won' t have a test for LiFePO4 battery manufacturers. Furthermore, the maturity of LiMn2O4 is no more than five years, let alone LiFePO4.

At present, the major anode material manufacturers are from Japan and Europe. Umicore is a large Belgium' s corporation with annual income of USD10 billion, and has main production bases in South Korea. In 2010, thanks to the sharp demand from South Korea' s LG Chemical and Samsung SDI, Umicore surpassed Japan' s Nichia to become the world' s largest rechargeable lithium battery anode material company, with over 30% market shares. However, the rechargeable lithium battery anode material only accounted for less than 10% of Umicore' s income. Nichia, the world' s biggest LED manufacturer, also the world' s largest rechargeable lithium battery anode manufacturer by 2010, holds more than 20% market shares. Rechargeable lithium battery anode material has various categories, so there are many manufacturers involved in the field, especially Japan' s manufacturers such as Toda Kogyo, AGC SEIMI, SEIDO, Tanaka-Chem, JFE Mining, Mitsubishi Chemical, Nitto Denko, Mitsubishi Mining, Sumitomo Osaka Cement and Nippon Chemical Industrial, all of which have held around 50% shares. China' s major manufacturers include Beijing Easpring Co., Ltd., Shanshan Holding Company, Hunan Reshine New Material Co., Ltd., Ningbo Jinhe New materials Co., Ltd, CITIC GUOAN Mengguli and Tianjin B&M Science and Technology Joint-Stock Ltd., with total market share of 11%. BYD, a large electric vehicle manufacturer of China, purchases LiFePO4 batteries from Tianjin STL Energy Technology Co., Ltd. Now, only Japan' s rechargeable lithium battery manufacturers are capable of producing anode materials by themselves.

The separator market is dominated by three magnates, i.e. Asahi Kasei Corporation, Tonen Chemical and Celgard, with the total market shares exceeding 75%. As a big chemical plant in Japan, Asahi Kasei Corporation possesses annual revenue surpassing US$16 billion, but the separator business contributes less than 5% to its total revenue. Tonen Chemical, the big oil refinery in Japan, is subordinated to the global largest oil refinery-Exxon Mobil, and the revenue from separator accounts for less than 1% of the company' s total revenue. Celgard belongs to America' s Polypore International Inc.

As for the cathode materials field, Hitachi Chemical holds the world' s No.1 market share of 35%. Hitachi Chemical is a member of Hitachi Ltd. and its annual revenue is very close to US$5 billion, while the contribution of cathode business to the company' s total revenue is lower than 3%. Nippon Carbon ranks the second with the market share of nearly 20%. However, the market of cathode materials is very mature, and hence hasn' t gotten much attention.

In regard to the electrolyte field, the top three manufacturers enjoy a total market share of approximate 70%. Subordinated to Samsung Group, Chiel Industries is the world' s largest manufacturer of rechargeable lithium battery electrolyte as well as the largest clothing enterprise in South Korea. Benefiting from the substantially increased demand of LG Chem and Samsung SDI, Chiel Industries surpassed Japan' s Ube in 2010 and became the global No.1 with the market share of 33%. Ube, whose annual revenue is more than US$6 billion, has a wide product scope, ranging from aluminum wheel hub to pharmaceuticals and from coal washer to electrolyte. Japan' s Mitsubishi Chemical and Tomiyama Pure Chemical take the third and fourth positions respectively. Lithium hexafluorophosphate, the vital raw material of electrolyte, is almost monopolized by Japanese manufacturers such as Stella Chemical, Kanto Denka and SUTERAKEMIFA.

Compared with the rechargeable lithium battery upstream manufacturers in China, almost all of the overseas manufacturers are super-big plants with the annual revenue usually surpassing US$1 billion. On the contrary, Chinese manufacturers are generally new entrants relying on bank loans and most of them have the annual revenue less than US$100 million. Rechargeable lithium battery hybrid vehicles or electric vehicles are slowly promoted, while the upstream rechargeable lithium battery industry in China has been confronted with overcapacity.

Table of Contents

1. Rechargeable Lithium Battery Industry Overview

  • 1.1 Global Rechargeable Lithium Battery Market Scale
  • 1.2 Geographical Distribution of Global Rechargeable Lithium Battery Industry
  • 1.3 Global Rechargeable Lithium Battery Industry Ranking
  • 1.4 Rechargeable Lithium Battery Industry Chain
    • 1.4.1 Cost Structure of Rechargeable Lithium Battery
    • 1.4.2 Rechargeable Lithium Battery Industry Chain
    • 1.4.3 Lithium Carbonate

2. Rechargeable Lithium Battery Market

  • 2.1 Mobile Phone Market
    • 2.1.1 Mobile Phone Battery Market
  • 2.2 Laptop Market
  • 2.3 Automotive Market
  • 2.4 Consumer Electronics Market

3. Rechargeable Lithium Battery Anode

  • 3.1 Introduction
  • 3.2 LiFePO4 Industry
    • 3.2.1 LiFePO4 is not Necessarily the Future Mainstream
  • 3.3 Rechargeable Lithium Battery Anode Market Trends
  • 3.4 Global Rechargeable Lithium Battery Anode Industry Pattern
  • 3.5 China Rechargeable Lithium Battery Anode Industry Pattern
  • 3.6 Rechargeable Lithium Battery Anode Enterprises
    • 3.6.1 Umicore
    • 3.6.2 Shanshan
    • 3.6.3 Easpring
    • 3.6.4 Hunan Reshine New Material
    • 3.6.5 Ningbo Jinhe
    • 3.6.6 CITIC GUOAN MGL
    • 3.6.7 Tianjin B&M Science and Technology
    • 3.6.8 Pulead
    • 3.6.9 Tianjiao Technology
    • 3.6.10 Nichia
    • 3.6.11 L&F
    • 3.6.12 TODA KOGYO
    • 3.6.12 Tanaka Chemical
    • 3.6.13 Tianjin STL
    • 3.6.14 Yunnan Huilong
    • 3.6.15 Phostech Lithium

4. Rechargeable Lithium Battery Cathode

  • 4.1 Introduction
  • 4.2 Rechargeable Lithium Battery Cathode Industry Pattern
  • 4.3 China Rechargeable Lithium Battery Cathode Industry Pattern
  • 4.4 Rechargeable Lithium Battery Cathode Enterprises
    • 4.4.1 Shenzhen BTR
    • 4.4.2 Changsha Hairong
    • 4.4.3 Hitachi Chemical

5. Rechargeable Lithium Battery Separator

  • 5.1 Introduction
  • 5.2 Rechargeable Lithium Battery Separator Materials Market
  • 5.3 Global Rechargeable Lithium Battery Separator Industry Pattern
  • 5.4 Rechargeable Lithium Battery Separator Enterprises
    • 5.4.1 Asahi Kasei
    • 5.4.2 Tonen Chemical
    • 5.4.3 Celgard
    • 5.4.4 Shenzhen Senior Technology Material
    • 5.4.5 Foshan Jinhui Hi-Tech
    • 5.4.6 Xinxiang Green New Energy
    • 5.4.7 ENTEK
    • 5.4.8 SK Energy

6. Rechargeable Lithium Battery Electrolyte

  • 6.1 Introduction
  • 6.2 Lithium Hexafluorophosphate (LiPF6)
  • 6.3 Rechargeable Lithium Battery Electrolyte Industry Pattern
  • 6.4 China Rechargeable Lithium Battery Electrolyte Industry Pattern
  • 6.5 Rechargeable Lithium Battery Electrolyte Enterprises
    • 6.5.1 Capchem Technology
    • 6.5.2 Zhangjiagang Guotai-Huarong New Chemical Materials
    • 6.5.3 Cheil Industries
    • 6.5.4 UBE
    • 6.5.5 Mitsubishi Chemical

7.Motive Rechargeable Lithium Battery Enterprises

  • 7.1 Ener1
  • 7.2 SB LiMotive
  • 7.3 PEV
  • 7.4 Lithium Energy Japan
  • 7.5 Blue Energy
  • 7.6 CPI
  • 7.7 Saft
  • 7.8 Hitachi Vehicle Energy
  • 7.9 A123
  • 7.10 ASEC

8. Traditional Rechargeable Lithium Battery Enterprises

  • 8.1 BAK
  • 8.2 BYD
  • 8.3 SCUD
  • 8.4 Tianjin Lishen
  • 8.5 Sanyo
  • 8.6 Panasonic
  • 8.7 Amperex Technology
  • 8.8 Sony
  • 8.9 Samsung SDI
    • 8.9.1 Tianjin Samsung SDI
  • 8.10 LG Chem
  • 8.11 Simplo
  • 8.12 DynaPack
  • 8.13 Celxpert

Selected Charts

  • Global Rechargeable Lithium Battery Shipment, 2005-2011
  • Global Rechargeable Lithium Battery Market Scale, 2005-2011
  • Geographical Distribution of Global Rechargeable Lithium Battery Industry by Value, 2005-2011
  • Shipment of Global Leading Rechargeable Lithium Battery Manufacturers, 2005-2010
  • Rechargeable Lithium Battery Industrial Chain
  • Global Lithium Ore Supply by Region
  • Global Lithium Ore Suppliers
  • Quarterly Shipment and Annual Growth of Global Mobile Phone Market, 2007 Q1-2010 Q2
  • Quarterly Mobile Phone Shipment Worldwide by Region, 2007 Q1-2010 Q2
  • Quarterly Mobile Phone Shipment Worldwide by Technology, 2007 Q1-2010 Q2
  • CDMA/WCDMA Mobile Phone Shipment Worldwide by Region, 2006-2010
  • Shipment of Leading Mobile Phone Manufacturers Worldwide, Q1-Q2 2010
  • Shipment and Annual Growth of Global Laptop Market, 2003-2011
  • Average Selling Price of Laptop and Market Scale Worldwide, 2003-2011
  • Market Occupancy of Major Laptop Manufacturers Worldwide, 2009 Q3
  • E-Book Market Scale, 2008-2012
  • Digital Camera Shipment, 2004-2011E
  • Market Occupancy of Major Digital Camera Manufacturers Worldwide by Sales Volume, 2009
  • Shipment of Anode Materials for Rechargeable Lithium Batteries Worldwide, 2005-2010
  • Shipment of Anode Materials for Rechargeable Lithium Batteries Worldwide by Technology, 2009-2014
  • Shipment of Anode Materials for Stationary Rechargeable Lithium Batteries Worldwide by Technology, 2009-2014
  • Shipment of Anode Materials for Motive Rechargeable Lithium Batteries Worldwide by Technology, 2009-2014
  • Market Occupancy of Leading Rechargeable Lithium Battery Anode Material Manufacturers Worldwide, 2010
  • LiCo2O4 Manufacturers vs. Battery Manufacturers
  • Revenue and EBIT of Umicore, 2005-2010
  • Revenue and EBIT from Advanced Materials Division of Umicore, 2007 H1-2010 H1
  • Battery Materials Base of Umicore
  • Organization of Umicore (China)
  • Distribution of Umicore (China)
  • Revenue of Umicore (China) by Product
  • Revenue and Gross Profit Margin of Ningbo Shanshan, 2007-2012
  • Revenue of Ningbo Shanshan by Product, 2007-2012
  • Sales Volume of Ningbo Shanshan by Product, 2007-2012
  • Customers of Beijing Easpring, 2007-2009
  • Cost Structure of Beijing Easpring, 2009
  • LiCo2O4 Sales Volume and Average Price of Beijing Easpring, 2007-2012
  • Revenue and Gross Profit Margin of LiCo2O4 of Beijing Easpring, 2007-2012
  • Revenue and Gross Profit Margin of Beijing Easpring, 2007-2012
  • General Expenses of Beijing Easpring, 2007-2012
  • Revenue of Nichia by Product, FY2004-FY2010
  • Revenue and Operating Profit of L&F, 2006-2011
  • Revenue Proportion: L&F vs. Battery Material, 2006-2011
  • Revenue and Operating Profit of Toda Kogyo Corp., FY2006-FY2012
  • Revenue and Operating Profit of Tanaka Chemical, FY2006-FY2011
  • Product Shipment of Tanaka Chemical Corporation, FY2009-FY2010
  • Income Distribution of Tanaka Chemical Corporation by Application, FY2009-FY2010
  • Customers of Phostech Lithium
  • Rechargeable Lithium Battery Cathode Material Manufacturers and Battery Manufacturers
  • Market Occupancy of Major Rechargeable Lithium Battery Cathode Material Manufacturers, 2010
  • Revenue and Operating Profit Margin of Hitachi Chemical, FY2004-FY2010
  • Revenue of Hitachi Chemical by Division, FY2004-FY2010
  • Output Value of Rechargeable Lithium Battery Separator Worldwide, 2009-2013
  • Global Rechargeable Lithium Battery Separator Demand, 2009-2013
  • Market Occupancy of Major Rechargeable Lithium Battery Separator Material Manufacturers, 2010
  • Key Customers of Major Rechargeable Lithium Battery Separator Materials Manufacturers, 2010
  • Revenue and Operating Profit of Asahi Kasei, FY2005-FY2011
  • Revenue of Asahi Kasei by Product, FY2009-FY2011
  • Operating Profit of Asahi Kasei by Product, FY2009-FY2011
  • Organizational Structure of Asahi Kasei
  • Quarterly Revenue and Operating Profit of Electronics Division of Asahi Kasei, 1Q FY2009-FY2011
  • Organizational Structure of Electronic Materials Division of Asahi Kasei
  • Polypore' s Revenue and EBITDA, 2005-2010
  • Polypore' s Revenue by Product, 2005-2010
  • Market Shares of Major Rechargeable Lithium Battery Electrolyte Manufacturers, 2010
  • Sales Volume and Revenue of Guotai-Huarong, 2008-2012
  • UBE' s Revenue by Division, FY2007-FY2010
  • UBE' s Operating Profit by Division, FY2007-FY2009
  • Ener1 Revenue and Operating Profit, 2005-2010
  • PEVE' s Products
  • SAFT' s Revenue and EBITDA, 2004-2010
  • SAFT' s Revenue by Downstream Application, 2009
  • SAFT' s Revenue by Technology, 2009
  • Revenue and Gross Profit of A123 Systems, 2006-2010
  • Revenue of A123 Systems by Region, 2007-2009
  • Revenue of A123 Systems by Downstream Application, 2007-2009
  • Global Institution Distribution of A123 Systems
  • Battery of A123 Systems
  • Development of BAK Battery
  • BAK Battery Revenue and Operating Margin, FY2003-FY2010
  • BAK Revenue and Gross Margin, 2Q FY2009-3Q FY2010
  • BAK Battery Revenue by Product, FY2004-FY2009
  • BAK Battery Revenue by Region, FY2004-FY2009
  • Major Clients of BAK Battery
  • Capacity Utilization of BAK Battery, Jan. & Dec. 2009
  • BYD' s Revenue and Operating Margin, 2004-2009
  • BYD' s Revenue by Product, 2005-2009
  • BYD' s Average Battery Selling Price, 2006-2010
  • BYD' s Battery Shipment, 2006-2010
  • SCUD' s Revenue and Pre-tax Profit Margin, 2003-2009
  • SCUD' s Revenue and Gross Margin, 2005-2009
  • SCUD' s Revenue by Product, 2009
  • SCUD' s Battery Sales Volume, 2005-2009
  • Lishen' s Revenue and Shipment, 2004-2010
  • Lishen' s Revenue and Operating Margin, 2004-2010
  • Samsung SDI' s Revenue and Operating Margin, 2003-2010
  • Samsung SDI' s Battery Revenue and Operating Profit, 2007-2011
  • Samsung SDI' s Battery Shipment and Average Price, 2005-2011
  • Revenue and Operating Profit of Tianjin Samsung SDI, 2004-2009
  • Revenue and EBITDA of LG Chemical, 2004-2010
  • Battery Revenue of LG Chemical, 1Q2009-2Q2010
  • Simplo' s Revenue and Gross Margin, 2000-2010
  • Simplo' s Revenue and Operating Profit, 1Q2007-1Q2010
  • Simplo' s Gross Margin and Operating Margin, 1Q2007-1Q2010
  • Simplo' s Laptop Battery Shipment and Global Market Share, 1999-2009
  • Simplo' s Laptop Battery Shipment and Average Price, 2001-2009
  • DynaPack' s Revenue and Gross Margin, 2002-2009
  • Celxpert' s Revenue and Gross Margin, 2006-2010
  • Ranking of Major Rechargeable Lithium Battery Manufacturers by Revenue, 2009-2010
  • Mobile Phone Battery Supply Relations
  • Sales Volume, Revenue and Gross Margin of LiMn2O4 of Easpring, 2009-2012
  • Revenue by Product of Tianjin B&M Science and Technology, 2007-2009
  • Capacity and Output of Tianjin B&M Science and Technology, 2007-2009
  • Sales Volume of Tianjin B&M Science and Technology, 2007-2009
  • Top Five Clients of Tianjin B&M Science and Technology, 2009
  • Top Five Suppliers of Tianjin B&M Science and Technology, 2007-2009
  • Battery Anode Material Revenue of TODA KOGYO, FY2006-FY2010
  • Specification of PEVE' s Lithium Battery Products
  • Revenue and Operating Profit of Sanyo Energy (Beijing), 2004-2009
  • Revenue and Operating Profit of Sanyo Energy (Suzhou), 2004-2009
  • Revenue and Operating Profit of Panasonic Energy (Wuxi), 2004-2009
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