<2018> Lithium Ion Battery Anode Technology Trend and Market Forecast
|出版日||ページ情報||英文 445 Pages
|リチウムイオン電池向けアノード：技術動向・市場予測 <2018> Lithium Ion Battery Anode Technology Trend and Market Forecast|
|出版日: 2018年04月30日||ページ情報: 英文 445 Pages||
当レポートでは、リチウムイオン電池 (LIB) 向けアノード材料の技術および市場を調査し、アノード材料の種類と概要、各種特性、新材料の開発動向、主要アノード製造業者とその取り組み、LIB向けアノード材料の消費量・供給量の推移と予測、製造能力、価格動向などをまとめています。
The secondary battery market has recently been expanding from the application market for small IT to the ESS and EV markets, and the anode market is also expected to increase accordingly.
Since the first release of LIB by Sony in 1991, commercialized carbon and graphite materials have kept their place as the anode materials for lithium secondary batteries. At present, most battery makers are using composite materials made from natural and synthetic graphite. Recent research on anode materials has been directed into the development of synthetic graphite-based materials to meet the requirements (e.g., long-lasting) for mid-sized secondary batteries used in vehicles and power storage devices. The anode material industry, once led by Japanese makers, is seeing an increasing share of Chinese makers, and in Korea, POSCO is actively pursuing anode material business, leading the domestic market. However, graphite-based anode material has already reached the theoretical capacity limit. Further improvements in battery capacity depend on the development of novel materials.
Recently as the required battery capacity in smartphones increase to over 3,000mA and tablet and ultra pc use large storage lithium-polymer battery with over 4,000mAh, the capacity level of Anode material is also growing substantially as well.
Also, as medium-large sized battery used in electric vehicle and ESS need high-capacity Anode material, silicon (Si) and tin (Sn) from carbon-based and graphite-based Anode material that were originally used are recently receiving attention, and research in these field is also very active.
Besides carbon and graphite, Si-C composite, Si-alloy, and SiOx are under development to achieve high-capacity of lithium secondary batteries. Among the three, SiOx and Si-alloy are a step closer to commercialization, and some makes are opted for these two candidates to increase battery capacity; however, the longevity and swelling issues should be properly addressed to realize the potential of these novel materials. Other candidates include metal oxides (e.g., LTO) and metals (e.g., Sn).
The global anode material market has been led by Japanese, Chinese, and Korean manufacturers. Chinese manufacturers have been increasing their global market share and emerged as new dominant players with strong competitive pricing, thanks to their mine ownerships and the large scale of the domestic market. Facing this challenge, Japanese manufacturers are resorting to their advanced synthetic graphite technology and patent portfolios. On the other hand, Korean anode manufacturers, which own neither mines nor industry-leading technologies, have been showing sluggish performance. They are behind in the cost reduction and technology competition against Chinese and Japanese manufacturers and seeking to find breakthroughs by winning contracts to supply anode materials for Samsung SDI, LG Chem, SK Innovation, and rapidly growing Chinese battery makers. According to 2017 sales records, Chinese, Japanese, and Korean manufacturers account for 75, 22, and 2% of the global supply, respectively.
The global anode material shipments reached 202,740 tons in 2017, and Chinese manufacturer BRT took first place in shipment with 45,800 tons. Next to BRT, ShanShan (China), Hitachi (Japan), Zichen (China), Mitsubishi (Japan) shipped 27,570, 23,970, 14,360, and 12,010 tons of anode materials. The market share of Korean manufacturers is limited to less than 2%. In the domestic market, POSCO Chemtech is increasing its graphite supply to LG Chem. Aekyung Petrochemical is producing hard carbon and surface modified natural graphite. GS Caltex produced soft carbon anode material but has recently sold the business division. In the small-sized secondary battery market, BRT and Hitch are shipping more anode materials to ATL and Panasonic, respectively. For mid- and large-sized secondary batteries, BTR, ShanShan, Hitachi, Zichen, Mitsubishi, and Xingcheng are leading the anode material market.
In this report, various types of anode materials, in particular, metal and compound-based anode materials are overviewed, and their technology development trends have been discussed. Furthermore, the current market demand for novel anode materials to increase the capacity of lithium secondary batteries and ongoing technology development efforts have been described in detail.
In addition, this report examines the current status of anode material production by manufacturer in Japan, China, Korea and other countries; 10 Japanese companies, 10 Chinese companies and 8 Korean companies.
Lastly, the consumer-side trend and the provider-side trend are provided based on pipelines by country, manufacturer, and type. In addition, the demand for the anode material market in the IT and EV market until 2025 is forecasted.