LIB二次電池用電解質の技術動向と市場見通し（～2035年）

近年、世界はエネルギー転換の動向に入り、電気自動車（EV）やエネルギー貯蔵システム（ESS）を中心とした二次電池市場の再編が進んでいます。CATL、BYD、CALBといった中国の二次電池企業は、中国政府の支援と巨大な国内市場により、世界市場シェア（M/S）を拡大しています。一方、韓国や日本などの中国以外の企業は、中国の覇権に対抗しようと積極的な動きを見せています。

このような激動の時代にあって、ドナルドトランプ氏が第47代米国大統領に就任することが確定し、産業政策や規制環境の変化が予測されます。これは米国だけでなく、世界の電気自動車市場や二次電池市場に大きな変化をもたらすと予測されます。

ドナルドトランプ政権の発足により、世界の産業政策や貿易環境が大きく変化する可能性が出てきました。特に「アメリカファースト」計画の下、国内製造の活性化や技術的優位の強化を目指す政策が実施されれば、二次電池用電解質産業も影響を受ける可能性があります。

まず、トランプ政権は既存の電気自動車補助金政策を縮小・廃止する兆しを見せており、電気自動車市場の成長が阻害される懸念があります。さらに、外国企業に高関税を課し、国内生産を義務付ける「オンショアリング」政策を強化することで、トランプ政権は米国の製造業の活性化を目指しています。

結果として、米国を拠点とする電気自動車メーカーや二次電池メーカーは、サプライチェーンの現地化要求の高まりに直面する可能性が高いです。そのため、電解質メーカーは米国内に生産拠点を設けるか、ローカルパートナーとのパートナーシップを強化することが強く求められるとみられます。このオンショアリングの動向は、世界の電解質市場における既存の競合情勢を混乱させ、中国との貿易関係に大きな影響を与える可能性が高いです。

中国企業はすでに、リチウム塩（LiPF6）などの重要な原材料の市場で支配的な地位を確立しています。そのため、米国の関税と規制の強化は彼らの市場の拡大を妨げる可能性があります。一方、韓国と日本の電解質メーカーにとっては、このシフトは、技術と品質の競争力を活用することで、米国市場でプレゼンスを強化する好機となる可能性があります。特に、韓国のDongwha Electrolyte、Solbrain、Enchemは、主要な電気自動車用電池メーカーとのパートナーシップを通じて、グローバルサプライチェーンですでに重要な役割を果たしています。これらの企業は、こうした関係を活用して米国市場に直接参入したり、生産を現地化したりする可能性を探るべきです。

添加剤市場にも変化が予測されます。SEI保護膜の形成、過充電の防止、導電性の向上など、リチウムイオン二次電池の性能に重要な役割を果たす添加剤は、韓国のChunbochemとChemtrosがその技術力に基づいてシェアを拡大しています。米国が国内生産への要求を強める中、添加剤メーカーも生産の現地化を含む戦略的対応を実施する必要があります。

一方、中国や欧州などの主要市場でも、電解質メーカーが現地化戦略や技術の進歩による競争力強化に向けた活動を見せています。こうした中、韓国や日本、新興国の電解質メーカーは、品質の競争力や環境にやさしい技術に注力することで、世界市場におけるプレゼンスの拡大に努めています。

さらに、リチウムイオン電池から全固体電池などの次世代電池技術への移行が加速するにつれ、電解質に求められる技術要件も変化していくと予測されます。そのため、電解質企業間の協業やM&Aが活発化する可能性もあります。こうした変化の中で、世界の電解質市場は新たな機会と課題の両方に直面しています。

こうした変化に直面して、電解質企業は以下のような戦略的対応をとることが求められています。第一に、米国のオンショアリングの動向に合わせて、現地生産拠点の設立や合弁企業の設立など、現地化戦略を積極的に推進すべきです。第二に、電解質メーカーは、高付加価値のリチウム塩や添加剤を開発することで技術的差別化を強化し、品質で欧米市場の信頼を確保すべきです。同時に、全固体電池などの次世代電池技術への移行に備える必要があります。第三に、コスト競争力と安定したサプライチェーンを確保するため、電解質メーカーは世界的な原材料調達の多様化と生産プロセスの最適化に注力すべきです。

市場の激変は短期的には課題を引き起こすかもしれませんが、電解質企業は適切な対応戦略を実施することで、世界市場での地位を強化し、新たな機会を創出することができます。

当レポートでは、世界のLIB二次電池用電解液市場について調査分析し、市場規模、将来の需要と市場動向の予測、電解質の最終製品とその成分、次世代電池に使用される固体電解質などの情報を提供しています。

目次

第1章 概要

• 背景
• LIB用電解質の概要
• 電解質の組成と特徴

第2章 電解質の開発動向

• 液体電解質の組成
• 液体電解質の特徴
• 難燃性材料

第3章 開発動向：電解質組成別

• 電解質溶媒
• リチウム塩
• 添加剤

第4章 次世代電池用電解質

• 全固体電池の必要性の発生
• 全固体電池に求められる特性
• 固体電解質の特徴：タイプ別

第5章 電解質の市場動向と見通し

• 電解質出荷：国別
• 電解質出荷：用途別
• 電解質の市場情勢：サプライヤー別
• LIB電解質需要：企業別
  • （SDI/LGES/SKon/Panasonic/CATL/BYD/EVE/Guoxuan/CALB/Sunwoda）
• 電解質需要の予測：用途別
• 電解質のCAPAと需給の見通し
• 電解質の価格動向
• 電解質の市場規模の予測

第6章 電解質メーカーの現状

• 韓国企業
  • Enchem/Soulbrain/Dongwha Electrolyte/Duksan Electera/Foosung/Chunbo/Chemtros
• 中国企業
  • Tinci Materials/Capchem/Ruitai/Kunlunchem/F&let/DFD/Yongtai/Shinghwa
• 日本企業
  • MU Ionic Solutions/Mitsubishi Chemical/Central Glass/Tomiyama Ube Corporation/Nippon Shokubai/Kanto Denka

第7章 参考文献

Recently, the world has entered the trend of energy transition, leading to the restructuring of the secondary battery market, with a focus on electric vehicles (EVs) and energy storage systems (ESS). Chinese secondary battery companies such as CATL, BYD, and CALB are expanding their global market share (M/S) with the support of the Chinese government and a massive domestic market. Meanwhile, companies outside of China, such as those from South Korea and Japan, are actively making moves to counter China's dominance.

In this era of upheaval, with Donald Trump confirmed as the 47th President of the United States, changes in industrial policies and regulatory environments are anticipated. This is expected to lead to significant shifts not only in the U.S. but also in the global electric vehicle and secondary battery markets.

The inauguration of the Donald Trump administration raises the possibility of significant changes in global industrial policies and the trade environment. In particular, if policies aimed at revitalizing domestic manufacturing and strengthening technological supremacy are implemented under the "America First" agenda, the secondary battery electrolyte industry could also be affected.

First, the Trump administration is showing signs of reducing or eliminating existing electric vehicle subsidy policies, raising concerns that this could hinder the growth of the electric vehicle market. Additionally, by imposing high tariffs on foreign companies and reinforcing the "onshoring" policy, which mandates domestic production, the Trump administration aims to revitalize U.S. manufacturing.

As a result, U.S.-based electric vehicle and secondary battery manufacturers are likely to face increasing demands for supply chain localization. This will strongly urge electrolyte manufacturers to establish production bases in the U.S. or strengthen partnerships with local partners. This onshoring trend is likely to disrupt the existing competitive landscape in the global electrolyte market, significantly impacting trade relations with China.

Chinese companies have already established a dominant position in key raw material markets, such as lithium salt (LiPF6). Therefore, the U.S.'s tariff and regulatory tightening could hinder their market expansion. On the other hand, this shift could serve as an opportunity for South Korean and Japanese electrolyte manufacturers to strengthen their presence in the U.S. market by leveraging their technological and quality competitiveness. In particular, South Korea's Dongwha Electrolyte, Solbrain, and Enchem are already playing significant roles in the global supply chain through partnerships with major electric vehicle battery manufacturers. They should explore the possibility of directly entering the U.S. market or localizing production by leveraging these relationships.

Changes are also expected in the additives market. Additives, which play a crucial role in the performance of lithium-ion secondary batteries-such as forming SEI protective films, preventing overcharging, and improving conductivity-are seeing South Korea's Chunbochem and Chemtros expanding their market share based on their technological expertise. As the U.S. strengthens its demands for domestic production, additives manufacturers will also need to implement strategic responses, including localization of production.

At the same time, in key markets like China and Europe, electrolyte manufacturers are also showing efforts to strengthen their competitiveness through localization strategies and technological advancements. In this situation, electrolyte manufacturers from South Korea, Japan, and emerging countries are making efforts to expand their presence in the global market by focusing on quality competitiveness and environmentally friendly technologies.

Furthermore, as the transition from lithium-ion batteries to next-generation battery technologies, such as solid-state batteries, accelerates, the technical requirements for electrolytes are expected to change. This could lead to increased collaboration and M&A activities among electrolyte companies. In the midst of these changes, the global electrolyte market is facing both new opportunities and challenges.

In the face of these changes, electrolyte companies are required to adopt the following strategic responses. First, to align with the U.S.'s onshoring trend, they should actively pursue localization strategies such as establishing local production facilities or forming joint ventures. Second, electrolyte companies should strengthen technological differentiation by developing high-value-added lithium salts and additives, securing trust in the U.S. and European markets through quality. At the same time, they must prepare for the transition to next-generation battery technologies, such as solid-state batteries. Third, to ensure cost competitiveness and a stable supply chain, electrolyte companies should focus on diversifying global raw material sourcing and optimizing production processes.

While the turbulent market changes may cause challenges in the short term, electrolyte companies can strengthen their position in the global market and create new opportunities by implementing appropriate response strategies.

In light of these upcoming changes, this report aims to help readers understand the overall size of the electrolyte market and gain insight into the evolving market by forecasting the future demand and market trends for electrolytes. Additionally, we have compiled detailed technical information on electrolyte finished products and their components for application in lithium-ion secondary batteries, as well as information on solid electrolytes for use in next-generation batteries.

Finally, by summarizing the electrolyte demand of key battery manufacturers and the supply status and outlook of various electrolyte companies, this report aims to provide researchers and interested parties with a broad range of insights, from technology to the market.

Strong Points:

• 1. The report includes comprehensive technical information on finished electrolyte products and their components.
• 2. The report introduces solid electrolyte technologies for next-generation batteries, beyond traditional lithium-ion batteries (LIBs).
• 3. Through the electrolyte market outlook based on our forecast data, the report provides objective and reliable insights.
• 4. The report includes detailed information on the products and manufacturing status of key electrolyte players from South Korea, China, and Japan.

Table of Contents

Chapter 1. Overview

• 1.1. Background
• 1.2. Overview of Electrolyte for LIB
• 1.3. Composition and Features of Electrolyte

Chapter 2. Development Trends of Electrolyte

• 2.1. Composition of liquid electrolyte
• 2.2. Features of liquid electrolyte
• 2.3. Flame-retardant material

Chapter 3. Development Trends by Electrolyte Composition

• 3.1. Electrolyte Solvents
  • 3.1.1. Cyclic Carbonate
  • 3.1.2. Linear Carbonate
  • 3.1.3. Concept of High voltage electrolyte solvents for Cathode
  • 3.1.4. Concept of High-Entropy Electrolyte
  • 3.1.5. Concept of High-Performance Electrolyte
• 3.2. Lithium Salt
  • 3.2.1. Lithium Salts Overview
  • 3.2.2. Functions and features for each lithium salt type
• 3.3. Additives
  • 3.3.1. Additives for high voltage anodic film formation
  • 3.3.2. Additives for low voltage anodic film formation
  • 3.3.3. Process of forming the anode SEI by reductive-decomposing-type compounds
  • 3.3.4. Functional additive to regenerate the structurally destroyed SEI layer
  • 3.3.5. Reactive compound-removing additive that causes performance deterioration of batteries
  • 3.3.6. Electrolyte additives for high-Ni-based cathode interfacial stabilization
  • 3.3.7. Electrolyte additives for improved output characteristics
  • 3.3.8. Electrolytes using LiFSI salt
  • 3.3.9. Flame retardant additives to improve thermal stability
  • 3.3.10. Additives for interfacial stabilization of high-capacity anodes
  • 3.3.11. Ni-rich and High Voltage System Additives (w/ or w/o SiOx)
  • 3.3.12. Additives for silicon anodes
  • 3.3.13. Additives for LFP cathodes
  • 3.3.14. Additives for LMFP cathodes
  • 3.3.15. HF, Metal scavenger functional additives for LFP & LMFP cathodes
  • 3.3.16. Additives for LMR cathodes
  • 3.3.17. Additives for safety

Chapter 4. Electrolyte for Next-Generation Batteries

• 4.1. The Necessity of All Solid-State Batteries Emerging
• 4.2. Required Characteristics of All-Solid-State Battery
• 4.3. Characteristics of Solid Electrolyte By Type
  • 4.3.1. Oxynitride Solid Electrolyte
  • 4.3.2. Garnet Solid Electrolyte
  • 4.3.3. NASICON-type Solid Electrolyte
  • 4.3.4. LISICON-type Solid Electrolyte
  • 4.3.5. Sulfide Solid Electrolyte
  • 4.3.6. thio-LISICON Solid Electrolyte
  • 4.3.7. Solid Polymer Electrolyte
  • 4.3.8. Composite hybrid solid electrolyte

Chapter 5. Electrolyte Market Trends and Outlook

• 5.1. Electrolyte Shipment by country
• 5.2. Electrolyte Shipment by application
• 5.3. Electrolyte Market status by suppliers
• 5.4. Electrolyte demand by LIB companies
  • (SDI / LGES / SKon / Panasonic / CATL / BYD / EVE / Guoxuan / CALB / Sunwoda )
• 5.5. Electrolyte Demand Forecast by Application
• 5.6. Electrolyte CAPA and supply & demand outlook
• 5.7. Electrolyte price trends
• 5.8. Electrolyte market size forecast

Chapter 6. Status of Electrolyte Manufacturers

• 6.1. Korean Companies
  • Enchem / Soulbrain / Dongwha Electrolyte / Duksan Electera / Foosung / Chunbo / Chemtros
• 6.2. Chinese Companies
  • Tinci Materials / Capchem / Ruitai / Kunlunchem / F&let / DFD / Yongtai / Shinghwa
• 6.3. Japanese Companies
  • MU Ionic Solutions / Mitsubishi Chemical / Central Glass / Tomiyama Ube Corporation/ Nippon Shokubai / Kanto Denka

Chapter 7. Reference