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市場調査レポート
商品コード
1049936
リチウム二次電池用リン酸鉄リチウム(LFP)カソード材料の技術現状と市場展望(2022年)<2022> Technology Status and Market Outlook for Lithium Secondary Battery Lithium Iron Phosphate (LFP) Cathode Material |
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リチウム二次電池用リン酸鉄リチウム(LFP)カソード材料の技術現状と市場展望(2022年) |
出版日: 2022年01月12日
発行: SNE Research
ページ情報: 英文 241 Pages
納期: お問合せ
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リチウム二次電池の大容量化に伴い、リチウム二次電池の価格や安全性向上が重要なテーマとして浮上しています。その中で、一昔前に開発されたLFP電池が新たなトピックとして浮上しているのは、コバルトを使用しないため比較的安価に製造でき、高温や過充電状態でも構造崩壊しないため寿命や安全性に優れ、また、2022年にはリン酸鉄リチウムの多くのコア特許が切れるため、特許料や特許侵害のリスクなしに販売できる可能性などに起因しています。
まだ多くの課題が残っているとはいえ、バルクLFPでの性能、グラフェンとの効果的な複合化、LiMnPO4での性能などが実現すれば、オリビン構造LFPのさらなる進歩が可能になると考えられています。
当レポートでは、リチウム二次電池用リン酸鉄リチウム(LFP)カソード材料について調査し、タイプと特性、開発状況や製造プロセス技術、市場展望と主要企業情報、LFP使用の自動車メーカーや電池メーカーの状況に関する考察などの情報を掲載しています。
2021 was the year when China's interest in lithium iron phosphate (LFP, LiFePO4) batteries exploded.
The proportion of electric vehicles (EV) equipped with LFP batteries, sold in China, has surpassed that of ternary batteries, including NCM (Nickel-Cobalt-Manganese) or NCA (Nickel-Cobalt-Aluminum) since last September.
Currently, most of the LFP batteries are being produced by Chinese companies, and Volkswagen, Ford, and others, as well as Tesla, are showing interest in LFP batteries. Although even Apple, making Apple Cars, has also negotiated with China's CATL and BYD for the LFP battery supply but the negotiations failed, it is said that they are still reviewing LFP batteries.
As capacity of lithium secondary batteries has become large, the prices and safety enhancement of lithium secondary batteries are emerging as important topics. In this trend, LFP batteries, which was developed a long time ago, are emerging as a new topic, the reason is that it can be manufactured at a relatively low cost since cobalt is not utilized, that it has excellent life and safety because structural collapse does not occur even at high temperatures and in the overcharged state, and also that since most of the core patents on lithium iron phosphate will expire in 2022, it may become enabled to sell them without payment of patent fees or a risk of patent infringement. In order to understand the characteristics and merits & demerits of LFP secondary batteries, it is necessary to acquire systematic knowledge and information on lithium secondary batteries, as well as knowledge about the advantages and limitations of LFP cathode materials, and based on this, it seems possible to understand the future development direction of LFP secondary batteries.
Currently, LFP batteries can achieve a cruising distance of about 400km; in the case of the Tesla's 2021 Model 3, where the LFP cathode material is actually applied, the driving distance can achieve 407km. In addition, it is superior even in prices by using iron ? which is low in cost; due to the recent surge in the prices of raw materials for ternary products, such as cobalt, nickel, etc., such a price advantage is getting bigger. Furthermore, in terms of safety, compared to the layered ternary system, the olivine-structured LFP materials have advantages, including no fires or explosive reactions even at a high temperature of 300°C and under 260% overcharging, and others, so there is an advantage that battery makers or finished car makers don't need to reserve appropriations in preparation for safety accidents.
Even though there still remain many challenges to be solved, if performance for bulk LFP, effective complexation with graphene, and performance of LiMnPO4, etc. are realized, it is thought that further progress will be enabled in olivine-structured LFP.
In this report, we are going to examine the types and characteristics of cathode materials for lithium secondary batteries, especially investigate in detail the characteristics of lithium iron phosphate (LFP) cathode materials, which are emerging as a hot topic in recent years, and then, discuss the development status and manufacturing process technology minutely.
Here, we have organized the outlook for the LFP cathode material market and the information on major companies, and also discussed the status of LFP-applying automakers and battery makers.