<2020> LIB Cell, Module, Pack Cost Analysis and Forecast (~2030)
発行: SNE Research
ページ情報: 英文 214 Pages
There is one big problem with the growth of the electric car market: the cost of secondary batteries. 30~50% of production costs of electric vehicles are said to be on secondary battery including cost and selling price. The industry believes that in order to grow the electric vehicle market, secondary battery prices should be reduced to 1/3 of the total manufacturing costs.
In fact, the secondary battery industry and automotive industry are working hard to reduce the cost of secondary batteries. By utilizing more efficient equipment, the secondary battery industry is trying to minimize the use of the expensive cobalt, while increasing energy density per cell and reducing manufacturing costs. In the automotive industry, the company sought to draw standardization policies for secondary batteries through modular platforms, as well as establish economies of scale to lower prices. With the work of the automotive industry, it is predicted that prices of secondary battery packs for electric vehicles are expected to decrease by 6 times in 2020 compared to 2013 based on $ per kWh.
This report subdivided secondary batteries into key components of cell/module/pack, which are important in solving the problem of how to cost down the price of secondary batteries. The price was estimated by selecting the main components and material that make up secondary batteries, from top tier companies in Korea, China, and Japan.
In the case of cells, there are differences in parts and price structures depending on the configuration of the cell, which are divided into cylindrical/prismatic/pouch types. In addition, there is an in-depth analysis on the material cost of battery cells and cathode materials, which account for the largest portion of secondary battery cells (this was also analyzed in comparison by type NCM, NCA, LFP, LCO, etc.). Adding on, there is a cost outlook per kWh of each type, taking into account the development speed of secondary battery technology for electric vehicles.
There is also an analysis of the price structure of secondary batteries for IT and energy storage systems (ESS) in order to provide more comprehensive information on the sources of future major secondary batteries.
I hope this report will be helpful to any industry insiders who are looking for this report.