Global and China Lithium-ion Battery Anode Material Industry Report, 2019-2025
|出版日||ページ情報||英文 230 Pages
|世界と中国のリチウム電池用アノード材料産業の分析 (2019～2025年) Global and China Lithium-ion Battery Anode Material Industry Report, 2019-2025|
|出版日: 2019年08月28日||ページ情報: 英文 230 Pages||
リチウムイオン電池用アノード材料は、総製造コストの10～18%を占める重要な生産材料です。中国国内のアノード材料の出荷量は、リチウムイオン電池の増産 (特に電気自動車向け) を受けて拡大傾向にあり、2018年には192キロトン、2025年には850キロトンに達する見込みです。
当レポートでは、世界と中国におけるリチウム電池用アノード向け材料の市場・産業について分析し、世界全体および中国国内の市場規模・競争パターンおよび市場動向見通し (今後4年間分)、関連産業 (原材料産業、リチウム電池産業) の構造・動向、中国政府の関連政策、世界市場・中国市場の主要企業のプロファイル、今後の市場の方向性などを調査しております。
Lithium-ion battery finds wide application in consumer electronics and gets increasingly used in automotive sector, with its market having been ballooning since 2009 and approximating $43.5 billion worldwide in 2018. As a big producer of lithium-ion battery, China's output of lithium-ion battery reached 102 GWh in 2018 as a percentage of 53.4% in the global total, ranking first in the world for ten consecutive years.
Anode materials make up 10% to 18% costs of materials for lithium-ion battery. In 2018, China's shipment of anode materials was 192 kilotons with an upsurge of 31.51% on an annualized basis, and is expected to see a fairly high growth rate in the forthcoming years and soar to 850 kilotons in 2025.
1) Power battery sales reached 65 GWh in 2018 with a spurt of 46.1% year on year due to strong demand from new energy vehicle, where lithium-ion battery finds most application;
2) Consumer battery market has matured over many years of development. The sales of lithium-ion battery for digital products edged down 2.2% year on year and posted 31.8 GWh in 2018 when the consumer electronics market was depressed. Nevertheless, the debut of 5G and flexible screen is conducive to sizable growth of the consumer battery market;
3)Energy storage battery market is still in its infancy but with huge potentials. In 2018, the energy storage battery market embraced considerable growth and its sales volume climbed to 5.2 GWh, jumping by 36.8% from the previous year thanks to the progression of telecommunication energy storage industry, the commercialization of electric energy storage market as well as the cost cuts of lithium iron phosphate battery.
Of anode materials, artificial graphite and natural graphite hold a combined share of at least 90% and both have been spawned and utilized commercially. With superiorities in cyclic performance and safety, artificial graphite remains the mainstay of anode materials in China and gets used mostly in the power battery market and the high-end consumption market. In 2018, China's shipment of artificial graphite jumped to 133 kilotons (a 69.27% share of shipments of all anode materials), soaring by roughly 33% from a year earlier, presenting a CAGR of as high as 46.34% between 2014 and 2018
The global anode material market is almost monopolized by the four giants including Shenzhen BTR New Energy Materials Co., Ltd., Hitachi Chemical, Shanshan Technology Co., Ltd, and Mitsubishi Chemical, seizing 67% shares together by output worldwide. In China, the three including Shenzhen BTR New Energy Materials Co., Ltd., Ningbo Shanshan Co., Ltd and Jiangxi Zichen Technology Co., Ltd. compete fiercely, with CR3 standing at 61% and CR5 76%.
Being bullish about the future, the manufacturers of anode materials are vigorously expanding production capacities. In 2018, Shenzhen BTR New Energy Materials Co., Ltd. put new capacity of 30 kilotons into production, so did Ningbo Shanshan Co., Ltd's 110 kilotons. Jiangxi Zichen Technology will add new capacity of 20 kilotons in 2019. The industry is faced with overcapacity with capacity utilization less than 50%.
The specific energy density of graphite is up to the limit, and the market is urgent for the new anode material of higher energy density. Silicon-carbon composite anode materials will be a direction.
Being squeezed by both upstream raw materials and downstream battery manufacturers, the price of anode materials will be a downward trend.
Global lithium battery anode material market (scale & forecast, competitive landscape, the development of new anode materials, etc.;
Chinese lithium battery anode material market (policies, market size & prediction, competitive pattern, price trend, etc.);
Global and Chinese Markets of Such Upstream Materials for Anode Materials as graphite, silicon carbide, lithium titanate and graphene (market size, competitive pattern, import & export, price trend, etc.);
Global and Chinese lithium battery markets (size, competition, and demand for anode materials and predictions, etc.);
9 global and 12 Chinese manufacturers of anode materials (profile, anode material business, development of silicon-based anode, production capacities of bases, operation and performance, etc.);
3 manufacturers of lithium titanate materials (profile, operation, lithium titanate business, etc.)