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市場調査レポート

世界と中国のリチウム電池用電解質産業の分析 (2016〜2020年)

Global and China Lithium Battery Electrolyte Industry Report, 2016-2020

発行 ResearchInChina 商品コード 322428
出版日 ページ情報 英文 105 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=101.75円で換算しております。
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世界と中国のリチウム電池用電解質産業の分析 (2016〜2020年) Global and China Lithium Battery Electrolyte Industry Report, 2016-2020
出版日: 2016年01月15日 ページ情報: 英文 105 Pages
概要

リチウム電池用電解質は近年、電気自動車や工業用のエネルギー貯蔵手段といった新たな用途の開発に伴って、継続的に需要が拡大しています。2015年の世界の総販売量は117,000トン (前年比42.1%増)、2020年には600,000トンに達する見通しです。世界最大のリチウム電池用電解質の消費国である中国の場合、2015年の販売量は63,000トン (前年比48.9%増加)、販売額は28億6000万人民元 (同52.2%増) に達しています。製品の高品質化や原材料価格の高騰を受けて、販売量以上に販売額が拡大している状況となっています。用途別に見ると、電気自動車向け需要が今後も急増していく一方、小型家電 (スマートフォン・タブレット等) 向け需要は大幅な縮小が見込まれています。また、高電圧・高温耐性のある電解質の開発が進められています。国外・国内市場とも集中度は高く、中国市場では上位10社で全体の85%以上を占めています。

当レポートでは、世界と中国のリチウム電池用電解質の市場・産業について分析し、これまでの開発の動きや、現時点での市場規模・競争パターン、中国の国内市場の現状と動向見通し、上流・下流工程市場の構造・動向、リチウム電池市場の概況・動向、外資系・国内系メーカーのプロファイル・競争力などを調査・推計しております。

第1章 リチウム電池用電解質産業の概要

  • 定義
  • 分類
  • 産業連関構造

第2章 世界のリチウム電池電解質産業の現状

  • 発展の歴史
  • 市場規模
  • 市場構造
  • 主要メーカー (日本・韓国)
  • 発展動向

第3章 中国のリチウム電池電解質産業の現状

  • 最新状況
  • 市場規模
  • 価格
  • 企業競争
  • 発展動向

第4章 リチウム電池電解質産業の上流/下流工程部門

  • 上流工程部門
    • 六フッ化リン酸リチウム
    • 炭酸リチウム
    • 溶剤
    • 添加物
  • 下流工程での活用分野
    • 家電製品 (3C)
    • 電気自動車
    • 産業用エネルギー貯蔵市場

第5章 リチウム電池市場の現状

  • 市場規模 (世界/中国)
  • 市場構造 (世界/中国)
  • 競争パターン (世界/中国)

第6章 主な外資系企業

  • 三菱化学
    • プロファイル
    • 沿革と将来展望
    • 生産拠点
    • リチウム電池電解質事業
    • 中国での進出状況
    • コアコンピタンス (中核的競争力)
    • 経営データ
  • 宇部興産
  • Panax-Etec Co., Ltd.
  • LG Chem
  • その他
    • BSF
    • 三井化学

第7章 国内系の主要企業

  • Shenzhen Capchem Technology Co., Ltd.
    • プロファイル
    • 関連企業
    • 沿革と将来展望
    • 製品・技術・ソリューション
    • 顧客
    • 生産能力・生産拠点 (立地状況)
    • 生産量・販売量・収益額
    • コアコンピタンス
    • 経営データ
  • Zhangjiagang Guotai Huarong Chemical New Material Co., Ltd.
  • Guangzhou Tinci Materials Technology Co., Ltd.
  • Tianjin Jinniu Power Sources Material Co., Ltd.
  • Dongguan Shanshan Battery Materials Co., Ltd.
  • その他
    • Zhuhai Smoothway Electronic Materials Co., Ltd.
    • Beijing Institute of Chemical Reagents
    • Shantou Jinguang High-Tech Co., Ltd.
    • Huzhou Chuangya Power Battery Materials Co., Ltd.
    • Xianghe Kunlun Chemical Co., Ltd.

第8章 サマリーと将来予測

  • 市場
  • 企業

図表一覧

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目次
Product Code: ZHP033

Driven by emerging application markets such as new energy vehicles and industrial energy storage, the global lithium battery electrolyte market has been growing steadily. In 2015, the sales volume jumped by 42.1% year on year to 117,000 tons; and it is expected to exceed 600,000 tons in 2020.

As the world's largest consumer of lithium battery electrolyte, China sold 63,000 tons of lithium battery electrolyte in 2015, up 48.9% year on year; the output value amounted to RMB2.86 billion, a year-on-year surge of 52.2%. The output value grew faster than the sales volume mainly because: First, functional electrolyte which is expensive than conventional electrolytic accounted for a rising proportion of the sales volume. Second, the soaring raw material prices pushed up the electrolyte price from RMB90,000/ton in early 2015 to over RMB200,000/ton at the end of the year. The uptrend is expected to continue in 2016.

By applications, electric vehicle and energy storage will become major growth engines of lithium batteries. The global shipment of electric vehicle power lithium battery surged beyond 110% year on year to 20.8GWh in 2015, and will grow at the CAGR of above 50% in 2016-2020. However, the shipment of small lithium batteries used for consumer electronics represented by smart phones and tablet PCs will see sharp slowdown with an expected growth rate of 5% -10% in the future.

Concerning the development trend, high voltage and temperature-resistant electrolyte will be the focus, mainly because: First, high voltage electrolyte (above 4.35V) makes up about 70% in the consumer electronics field, and the proportion will rise further in future. Second, high-voltage cathode materials are developing rapidly in the field of power and energy storage batteries, but the high-voltage resistant electrolyte is relatively backward now; only a small number of Japanese and American companies master high-voltage 5V electrolyte production technology, and the majority of Chinese enterprises have embarked on R & D of high-voltage electrolyte, but lagging behind the international level.

In terms of competitive landscape, the global lithium battery electrolyte market is highly concentrated. In 2015, the world's top ten electrolyte companies seized the combined market share of approximately 62.2%. Capchem replaced Panax-Etec to become the world's largest manufacturer of lithium battery electrolyte with the market share of 9.2%, and Panax-Etec ranked second with 8.8%. Over the same period, China's top ten electrolyte manufacturers occupied the combined market share of over 85%.

Panax-Etec sells 55% of its products to its biggest lithium electrolyte client -- Samsung SDI. In addition, the company shares some of its electrolyte patents with Samsung SDI.

Being optimistic about Chinese new energy vehicle market, Mitsubishi Chemical has set up lithium battery electrolyte production base (Changshu city) and anode material production base (Qingdao city) in China, with the lithium battery electrolyte capacity of 10,000 t/a.

Capchem acquired 76% stake in Zhangjiagang Hicomer Chemical Co., Ltd. (a producer of lithium battery additives) in 2014 to get involved in the upstream electrolyte industry chain. In 2015, it raised the lithium battery electrolyte capacity to 20,000 t/a, but its capacity utilization desired to be improved.

Guotai Huarong put its 5,000 t/a lithium battery electrolyte project into operation formally in 2015, so that the company's lithium battery electrolyte capacity was expanded to 10,000 t/a. In addition, the company has also established South Korea Guotai Huarong to cooperate with South Korean customers in R & D of lithium battery electrolyte.

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Global and China Lithium Battery Electrolyte Industry Report, 2016-2020 by ResearchInChina highlights the followings:

  • Development history, market size, competition pattern, development trend, etc. of lithium battery electrolyte worldwide;
  • Market size, market price, competitive landscape, etc. of lithium battery electrolyte industry in China;
  • Market size, competition, etc. of main upstream and downstream lithium battery electrolyte industries;
  • Operation, customers, production, marketing, etc. of six foreign and ten Chinese lithium battery electrolyte manufacturers.

Table of Contents

1 Overview of Lithium Battery Electrolyte Industry

  • 1.1 Definition
  • 1.2 Classification
  • 1.3 Industry Chain

2 Status Quo of Global Lithium Battery Electrolyte Market

  • 2.1 Development History
  • 2.2 Market Size
  • 2.3 Market Structure
  • 2.4 Major Producers
    • 2.4.1 Japan
    • 2.4.2 South Korea
  • 2.5 Development Trend

3 Status Quo of China Lithium Battery Electrolyte Market

  • 3.1 Current Situation
  • 3.2 Market Size
  • 3.3 Price
  • 3.4 Enterprise Competition
  • 3.5 Development Trend

4 Upstream and Downstream Segments of Lithium Battery Electrolyte Industry

  • 4.1 Upstream Segments
    • 4.1.1 Lithium Hexafluorophosphate
    • 4.1.2 Lithium Carbonate
    • 4.1.3 Solvent
    • 4.1.4 Additives
  • 4.2 Downstream Applications
    • 4.2.1 Consumer Electronics (3C)
    • 4.2.2 Electric Vehicle
    • 4.2.3 Industrial Energy-storage Market

5 Status Quo of Lithium Battery Market

  • 5.1 Market Size
    • 5.1.1 Global
    • 5.1.2 China
  • 5.2 Market Structure
    • 5.2.1 Global
    • 5.2.2 China
  • 5.3 Competition Pattern
    • 5.3.1 Global
    • 5.3.2 China

6 Key Players in the World

  • 6.1 Mitsubishi Chemical Corporation
    • 6.1.1 Profile
    • 6.1.2 Development History and Prospects
    • 6.1.3 Production Base
    • 6.1.4 Lithium Battery Electrolyte Business
    • 6.1.5 Layout in China
    • 6.1.6 Core Competitiveness
    • 6.1.7 Operating Data
  • 6.2 UBE Industries, Ltd.
    • 6.2.1 Profile
    • 6.2.2 Affiliates
    • 6.2.3 Development History and Prospects
    • 6.2.4 Main Products
    • 6.2.5 Lithium Battery Electrolyte Business
    • 6.2.6 Core Competitiveness
    • 6.2.7 Operating Data
  • 6.3 Panax-Etec Co., Ltd.
    • 6.3.1 Profile
    • 6.3.2 Development History
    • 6.3.3 Lithium Battery Electrolyte Business
  • 6.4 LG Chem
    • 6.4.1 Profile
    • 6.4.2 Development History and Prospects
    • 6.4.3 Lithium Battery Electrolyte Business
    • 6.4.4 Core Competitiveness
    • 6.4.5 Operating Data
  • 6.5 Others
    • 6.5.1 BSF
    • 6.5.2 Mitsui Chemicals, Inc.

7 Key Players in China

  • 7.1 Shenzhen Capchem Technology Co., Ltd.
    • 7.1.1 Profile
    • 7.1.2 Affiliates
    • 7.1.3 Development History and Prospects
    • 7.1.4 Products, Technologies, and Solutions
    • 7.1.5 Customers
    • 7.1.6 Capacity and Base Layout
    • 7.1.7 Output, Sales Volume and Revenue
    • 7.1.8 Core Competitiveness
    • 7.1.9 Operating Data
  • 7.2 Zhangjiagang Guotai Huarong Chemical New Material Co., Ltd.
    • 7.2.1 Profile
    • 7.2.2 Affiliates
    • 7.2.3 Development History and Prospects
    • 7.2.4 Products, Technologies, and Solutions
    • 7.2.5 Customers
    • 7.2.6 Output, Sales Volume, Revenue and Price
    • 7.2.7 Core Competitiveness
    • 7.2.8 Operating Data
  • 7.3 Guangzhou Tinci Materials Technology Co., Ltd.
    • 7.3.1 Profile
    • 7.3.2 Affiliates
    • 7.3.3 Development History and Prospects
    • 7.3.4 Products, Technologies, and Solutions
    • 7.3.5 Customers
    • 7.3.6 Marketing Network
    • 7.3.7 Output and Sales Volume
    • 7.3.8 Core Competitiveness
    • 7.3.9 Operating Data
  • 7.4 Tianjin Jinniu Power Sources Material Co., Ltd.
    • 7.4.1 Profile
    • 7.4.2 Affiliates
    • 7.4.3 Development History and Prospects
    • 7.4.4 Customers
    • 7.4.5 Output and Sales Volume
    • 7.4.6 Core Competitiveness
  • 7.5 Dongguan Shanshan Battery Materials Co., Ltd.
    • 7.5.1 Profile
    • 7.5.2 Affiliates
    • 7.5.3 Development History and Prospects
    • 7.5.4 Products, Technologies, and Solutions
    • 7.5.5 Customers
    • 7.5.6 Supply System
    • 7.5.7 Output and Sales Volume
    • 7.5.8 Core Competitiveness
    • 7.5.9 Operating Data
  • 7.6 Others
    • 7.6.1 Zhuhai Smoothway Electronic Materials Co., Ltd.
    • 7.6.2 Beijing Institute of Chemical Reagents
    • 7.6.3 Shantou Jinguang High-Tech Co., Ltd.
    • 7.6.4 Huzhou Chuangya Power Battery Materials Co., Ltd.
    • 7.6.5 Xianghe Kunlun Chemical Co., Ltd.

8 Summary and Forecast

  • 8.1 Market
  • 8.2 Enterprises

Selected Charts

  • Key Composition of Lithium ion Battery
  • Electrolyte Composition
  • Classification of Lithium Battery Electrolyte
  • Lithium Battery Industry Chain
  • Global Lithium Battery Electrolyte Development History
  • Global Lithium Battery Electrolyte Market Size and Growth Rate, 2012-2020E
  • Sales Volume and Growth Rate of Global Lithium Battery Electrolyte, 2011-2020E
  • Sales Structure of Global Lithium Battery Electrolyte by Region, 2011-2016
  • Sales Volume of Key Global Lithium Battery Electrolyte Manufacturers and Their Major Customers, 2015
  • Market Share of Global Electrolyte Manufacturers, 2014
  • Market Share of Global Electrolyte Manufacturers, 2015
  • Sales Volume of Lithium Battery Electrolyte in Japan, 2011-2016E
  • Sales Volume of Lithium Battery Electrolyte in South Korea, 2011-2016E
  • Proportion of China's Lithium Battery Electrolyte in Global Total by Sales Volume, 2011-2020E
  • Lithium Battery Electrolyte Market Size and Growth Rate in China, 2012-2020E
  • Sales Volume and Growth Rate of Lithium Battery Electrolyte in China, 2011-2020E
  • Conventional Electrolyte Price Trend in China, 2011-2016E
  • Functional Electrolyte Price Trend in China, 2011-2016E
  • Revenue and Capacity of Lithium Battery Electrolyte Manufacturers in China, 2015
  • Market Share of Lithium Battery Electrolyte Manufacturers in China, 2015
  • Production Process of LiFP6
  • Differences between Domestic and Foreign LiFP6 Technologies
  • Cost Structure of Electrolyte, 2015
  • LiFP6 Output in China, 2011-2020E
  • Competitive Landscape of Global LiFP6 Enterprises, 2014
  • Competitive Landscape of Chinese LiFP6 Enterprises, 2014
  • Capacity of Major Global LiFP6 Manufacturers, 2015
  • LiFP6 Projects of Major Chinese Manufacturers, 2015
  • LiFP6 Production Cost Structure, 2015
  • Global LiFP6 Price Trend, 2009-2016E
  • Global and China's Lithium Carbonate Output, 2010-2020E
  • Global Lithium Carbonate Demand Structure, 2014-2015
  • Lithium Carbonate Apparent Consumption in China, 2010-2020E
  • Competitive Landscape of Global Lithium Carbonate Market, 2014
  • Competitive Landscape of Chinese Lithium Carbonate Market, 2014
  • High Purity Lithium Carbonate Capacity of Some Chinese Companies
  • Battery Lithium Carbonate Price in China, 2013-2015
  • Global Lithium Battery Electrolyte Solvent Output, 2011-2020E
  • Status Quo of Domestic and Foreign Carbonate Solvent Industries
  • Global Lithium Battery Electrolyte Additive Market Size, 2014-2020E
  • Demand Structure of Global Lithium Batteries, 2012-2020E
  • Demand and Growth Rate of Global Consumer Electronics Lithium-ion Batteries, 2013-2020E
  • Global Mobile Phone Sales Volume and Lithium Battery Demand, 2012-2020E
  • Global Tablet PC Sales Volume and Lithium Battery Demand, 2012-2020E
  • Competitive Landscape of Global Tablet PC Market, 2013-2015
  • Global Laptop Sales Volume and Lithium Battery Demand, 2012-2020E
  • Global Electronic Cigarette Sales Volume and % of Total, 2012-2020E
  • Global Electric Passenger Car (EV&PHEV) Sales Volume, 2011-2020E
  • Global Electric Vehicle Sales Volume, 2010-2050E
  • Battery Capacity and Endurance of Global Major Electric Vehicles
  • Battery Capacity of a Single Electric Passenger Car Worldwide, 2011-2020E
  • Demand of Global Electric Passenger Cars for Power Batteries, 2011-2020E
  • Demand of Global Electric Vehicles for Power Batteries (by Type), 2011-2020E
  • China's Electric Passenger Car (EV&PHEV) Sales Volume, 2011-2020E
  • Proportion of China's Electric Passenger Cars in Global Total by Sales Volume, 2011-2020E
  • China's Demand for Power Lithium Battery (by Type), 2011-2020E
  • Scale and Share of Chinese Power Lithium Battery Industry, 2010-2016E
  • Number of Chinese Mobile Base Stations, 2009-2016E
  • China's Demand for Energy Storage Lithium Battery, 2015/2020E
  • Energy Storage Lithium Battery Demand Structure in China (by Sector), 2020E
  • Energy Storage Demand (by Application), 2014-2020E (MWh)
  • Energy Storage Battery Manufacturers in China
  • Lithium Battery Structure
  • Global Battery Product Structure, 2014
  • Global Lithium Battery Market Demand and Scale, 2011-2020E
  • Lithium Battery Sales Volume and Market Size in China, 2011-2020E
  • Lithium Battery Export Volume and Value in China, 2007-2016E
  • Global Lithium Battery Sales Structure (by Country), 2011-2015
  • Sales Structure of Lithium Batteries in China (by Province/Municipality), 2013-2015
  • Division of Global Lithium Battery Manufacturers
  • Competitive Landscape of Global Small Lithium Battery Manufacturers, 2014
  • Share of Global New Energy Passenger Car-use Battery Manufacturers, 2014
  • Global New Energy Passenger Car-use Power Lithium Battery Shipment and Share, 2013-2014
  • Competitive Landscape of Chinese Lithium Battery Market, 2014
  • Major Lithium Battery Manufacturers in China
  • Power Lithium Battery Supply System in China
  • New Energy Passenger Car-use Power Battery Supply Structure in China (by Technology), 2015H1
  • Market Share of Major Battery Manufacturers, 2015H1
  • Shipment of Major Battery Manufacturers, 2015H1 (MWh)
  • Global Marketing Network of Mitsubishi Chemical
  • Development History of Mitsubishi Chemical
  • Distribution of Mitsubishi Chemical's Major Production Bases
  • Distribution of Mitsubishi Chemical's Lithium Battery Electrolyte Production Bases and Capacity
  • Lithium Battery Electrolyte Sales Volume of Mitsubishi Chemical, FY2010-FY2016E
  • Main Layout of Mitsubishi Chemical in China
  • Revenue and Operating Income of Mitsubishi Chemical, FY2008-FY2015
  • Main Affiliates of UBE Industries
  • Development History of UBE Industries
  • Main Products of UBE Industries
  • Lithium Battery Electrolyte Sales Volume of UBE Industries, FY2010-FY2016E
  • Electrolyte Production Bases of UBE Industries
  • Revenue and Operating Income of UBE Industries, FY2009-FY2015
  • Panax-Etec's Global layout
  • Panax-Etec's Development History
  • Panax-Etec's Lithium Battery Electrolyte Sales Volume, 2011-2016
  • LGC's Global Marketing Network
  • LGC's Equity Structure, 2015
  • LGC's Development History
  • LGC's Information Electronic Materials Business
  • LGC's Electrolyte Sales Volume, 2012-2016E
  • LGC's Lithium Battery Electrolyte Sales Structure (by Product)
  • LGC's Operation, 2013-2014
  • LGC's Revenue Structure (by Product), 2014
  • LGC Revenue Structure (by Region), 2013-2014
  • LGC's Output (by Region), 2011-2013
  • BSF's Layout in Asia-Pacific
  • BSF's Lithium Battery Material Production Bases
  • Global Layout of Mitsui Chemicals
  • Capchem's Global Industrial Distribution
  • Capchem's Affiliates
  • Capchem's Development History
  • Capchem's Main Lithium Battery Electrolyte Products
  • Capchem's R&D Investment, 2011-2014
  • Capchem's Lithium Battery Electrolyte Clients
  • Capchem's Lithium Battery Electrolyte Capacity, 2011-2015
  • Capchem's Production Bases and Marketing Network
  • Capchem's Lithium Battery Electrolyte Sales Volume and Growth Rate, 2006-2016E
  • Capchem's Lithium Battery Electrolyte Revenue, 2011-2015
  • Capchem's Core Competitiveness
  • Capchem's Revenue and Net Income, 2009-2015
  • Affiliates of Guotai Huarong
  • Development History of Guotai Huarong, 2000-2014
  • Main Products of Guotai Huarong
  • Guotai Huarong's Products to be Developed
  • Lithium Battery Electrolyte Clients of Guotai Huarong
  • Lithium Battery Electrolyte Sales Volume and Revenue of Guotai Huarong, 2011-2015
  • Core Competitiveness of Guotai Huarong
  • Revenue and Net Income of Guotai Huarong, 2008-2015
  • Tinci's Affiliates
  • Tinci's Development History
  • Tinci's Main Products
  • Tinci's Lithium Battery Electrolyte Customers
  • Tinci's Marketing Network in China
  • Tinci's Lithium Battery Electrolyte Capacity
  • Tinci's Lithium Battery Electrolyte Sales Volume and Gross Margin, 2010-2016E
  • Tinci's Core Competitiveness
  • Tinci's Revenue and Net Income, 2009-2015
  • Jinniu's Affiliates
  • Jinniu's Development History
  • Jinniu's Lithium Battery Electrolyte Customers
  • Jinniu's Lithium Battery Electrolyte Sales Volume, 2011-2016E
  • Jinniu's Core Competitiveness
  • Shanshan's Affiliates
  • Shanshan's Development History
  • Shanshan's Main Electrolyte Products
  • Shanshan's Lithium Battery Electrolyte Customers
  • Shanshan's Suppliers
  • Shanshan's Lithium Battery Electrolyte Sales Volume, 2009-2016E
  • Shanshan's Revenue and Net Income, 2009-2015
  • Smoothway Main Products Capacity, 2015
  • Smoothway Electrolyte Sales Volume, 2013-2016E
  • Electrolyte Sales Volume of Beijing Institute of Chemical Reagents, 2013-2016E
  • Electrolyte Sales Volume of Jinguang High-Tech, 2013-2016E
  • Revenue and Net Income of Chuangya Power Battery Materials, 2012-2015
  • Growth Rate of Global and China's Lithium Battery Electrolyte Sales Volume, 2012-2020E
  • Global Lithium Battery Electrolyte Sales Structure, 2015
  • Growth Rate of Global Lithium Battery Demand, 2014-2020E
  • Revenue Growth Rate of Global Major Lithium Battery Electrolyte Manufacturers, 2009-2015
  • Competitive Landscape of Global Lithium Battery Electrolyte Market, 2014

Related Companies

  • Shenzhen Capchem Technology Co.,Ltd.(300037.SZ)
  • Guangzhou Tinci Materials Technology Co.,Ltd(002709.SZ)
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