Strategy Analysis on Leading LIB Manufactures
|出版日||ページ情報||英文 205 Pages
|リチウムイオン二次電池 (LIB)の主要製造業者の詳細戦略分析 Strategy Analysis on Leading LIB Manufactures|
|出版日: 2015年02月04日||ページ情報: 英文 205 Pages||
リチウムイオン二次電池 (LIB)の市場ではLG ChemおよびSamsung SDIが既存の大容量バッテリー事業への大規模な投資を行い、市場における独占的位置付けの維持に努めていますが、日本のパナソニックやソニー、また中国のATLおよびLishenも大容量バッテリー部門への参入を成功させています。
Recently, the global rechargeable battery market is becoming an arena for competition among Top 3 companies - Korea, China and Japan. Medium to large applications such as ESSs and xEVs are expected to be the dividing line between victory and defeat. Lithium rechargeable battery and EV markets are emerging as new growth engines, boosting the growth of related parts and materials industries.
LG Chem and Samsung SDI which make large investment and focus their capabilities in existing large battery businesses are trying to maintain their dominance in the emerging market, while Japan's Panasonic and Sony and China's ATL and Lishen are endeavoring to make a successful entry into the large capacity battery business.
LG Chem and Samsung SDI are in competition for R&D for high capacity, high density new materials. Although both companies have suffered losses in the large capacity rechargeable battery business due to excessive initial investment and development expenses , LG Chem is expected to begin to see profits from 2017; and Samsung SDI from 2018 along with the growth of EV and ESS markets. In addition, both companies are endeavoring to diversify suppliers for the 4 key components to achieve both cost reduction and safety.
This report is largely divided into two sectors: introduction to the global li-ion rechargeable battery industry; and analyses of strategies of major li-ion rechargeable battery makers in Korea, China and Japan.
In the introduction part, prospects for global and domestic markets of key LIB components are provided as well as prospects for the global LIB market including small IT and medium-to-large applications (xEVs and ESSs). In the strategy part, the history and current status of LIB business, product line, business strategies, line expansion, parts and component sourcing, and roadmap strategies of leading LIB makers as well as company profiles. Detailed analyses for a total of 7 major Korean/Chinese/Japanese companies are provided: 3 Korean companies (Samsung SDI, LG Chem, SK Innovation), 2 Japanese companies (Panasonic, Sony), 2 Chinese companies (ATL, Lishen).