Lithium Ion Battery Materials:including Cathode, Anode, Separator, Electrolyte-2012-2022 Analysis And ForecastsAmadee + CompanyJuly 1, 2012 139 Pages - SKU: AMD3957223 |
- EXECUTIVE SUMMARY
- INTRODUCTION
- Background
- Methodology and Sources
- Statistical Notes
- LITHIUM ION BATTERIES MARKET OVERVIEW
- Outlook for Lithium Ion Batteries and Materials by Application and Type
- Brief Overview of Batteries
- Lithium Ion Batteries Dominate
- Lithium Ion Rechargeable Batteries
- Features of Rechargeable Lithium Ion Batteries
- LiB Cost Performance
- Applications for Rechargeable Lithium Ion Batteries
- Market Environment Turning Favorable for Growth
- Mobile Device Users Continuing To Demand Extended Battery Life
- Functional Improvement of Mobile Devices To Increase Energy Consumption
- Mobile Device Shipment Growth To Continue
- Usage of High-Capacity Batteries in Smartphones and Media Tablet PCs To Spur Demand
- Demand Expected for Large-Capacity Prismatic and Large-Sized Polymer Batteries
- Mid- to Large-Sized Lithium Ion Battery Market: Environment-Friendly Policies To Generate Growth
- Government Support for xEV Markets via Regulations and Policy Support
- Favorable Government Policy to Lead to xEV Market Growth and Increased Competition
- Electric Car Market Outlook
- Challenges Facing LiB Batteries for Automotive Use
- Will Cooperation Between Car and Battery Makers Affect Material Makers
- Japan and Other Nations Are Promoting Their Own EV Industries
- Battery Material Development Still in Infancy
- LITHIUM ION BATTERY MATERIALS INDUSTRY OVERVIEW
- Development Direction of Rechargeable Battery Materials
- Higher Power Needed
- Cathode Materials
- Function
- New Cathode Materials
- Lithium Manganese Oxide
- Lithium Nickel Oxide
- Ternary Compounds
- Lithium Iron Phosphate
- Lithium Cobalt Oxide
- Cathode Material Production: The Firing Process Is Crucial
- Raw Material Prices: Focus on Cobalt
- Cathode Material Trends
- Asian Competition: Chinese Lead, Koreans Raise In-House Ratio
- Cathode Materials Market
- Current Market Trends: Mounting Competition vs. Profits
- Competitive Environment
- Anode Materials
- Ongoing Efforts to Reduce Production Costs and To Enhance Energy Density
- Anode Categories
- Graphite
- Difference Between Natural and Artificial Graphite
- Natural Graphite Prices
- Anode Material Trends: Hopes for High Capacity Alloys
- Asian Competition: Little Threat at Present from New Korean and Chinese Rivals
- Anode Materials Market
- Competitive Environment
- Korean Companies Targeting Artificial Graphite Market
- Anode Material Trends
- Separators
- Characteristics by Type: Dry Process Leads in Automobile
- Batteries
- Separator Demands in Japan and Korea vs. China
- New Material Trends: Polyolefin (Dry, Wet) to Remain Main Type for Now
- Asian Competition: Focus on Korea’s SK Innovation
- Separator Market
- Market Shares
- Competitive Environment
- Electrolyte Solution and Electrolytes
- Differing Requirements by Application
- Core Competitiveness
- Solid Electrolyte Interphase
- Overcharge Prevention
- Lithium Salts
- AHF Technology Serves As An Entry Barrier
- Applications of Polymer Electrolytes Expected to Increase
- Electrolyte Market
- Competitive Environment
- Bright Prospects for Two Major Electrolyte Producers
- Stiffening Competition in Additive Field
- Diversification of Electrolyte Suppliers and Expectations for Overseas Market Entrants
- Chinese Electrolyte Material Export Taxes
- Looking for Ways to Secure Stable Hydrofluoric Acid Supplies
- Risks of Surging Lithium Carbonate Prices
- Chinese Could Enter Low-Grade Electrolyte Solution Market
- Japanese Makers Retain Their Competitive Edge
- Korean Electrolyte Makers
- Company xEV Strategies
- Binders
- Binder Demand
- COMPANY PROFILES
- Asahi Kasei Corporation
- (Background, Batteries, Separators, Hipore™, Market Share, Potential Korean Competition, Korean Battery Makers Captive Separator Production, Not Everything Has To Be Sourced In-House, Dry vs. Wet Debate Is Not Particularly Relevant, Likely To Obtain Top Share In Automotive Use, Several Years for EV Market to Become Large, Manufacturing)
- BASF SE
- (Background, Batteries, Cathodes, LFP Cathode Materials, NCM Cathode Materials, Electrolytes, Merck Acquisition, Novolyte Acquisition)
- Celgard, LLC
- (Background, Batteries)
- Citic Guoan Information Industry Co Ltd
- (Background, Batteries)
- Cosmo Chemical Co., Ltd
- (Background, Batteries, First Korean Company to Produce Cobalt Sulphate, Investment in Cobalt Mine, Capacity Expansion Plans, Synergies with Cosmo AM&T, Synergies Expected in Rechargeable Battery Business,
- Outlook)
- Daejung Chemicals & Metals Co., Ltd. Ltd
- (Background, Batteries)
- The Dow Chemical Company
- (Background, Batteries, Anode Materials, Cathode Materials, Kokam JV, Ube Industries JV)
- Ecopro Co., Ltd
- (Background, Batteries)
- Foosung Co., Ltd
- (Background, Batteries, Electrolyte Sales, Electrolyte Profits, LiPF6, Global Market Size of LiPF6, No Substitutes for LiPF6,
- Korea’s Sole LiPF6 Producer, Market Oligopoly Due to High Entry Barrier, Prime Beneficiary of LiB Battery Market Growth, Competitors, Customers, Competitive Outlook, Foosung vs. Leechem, Other Competitors)
- Furukawa Electric Company Limited
- (Background, Batteries, Market Leader for Electrolytic Copper Foil)
- Hitachi Chemical Co Ltd.
- (Background, Batteries, Anode Sales and Market Share, Strengths, How Did Hitachi Chemical Establish Its Dominant Position, Competition in Auto Battery Materials Involves a
- Different Set of Rules, R&D Capacity More Important Than Use in First Generation, Barriers to Entry High, Will Take Time to Enter the Market, Risk of Market Entrants Emerging, Risk of Materials Changing in the Longer Run, Plans, SGL Alliance)
- Iljin Materials Co., Ltd.
- (Background, Batteries, LiB Elecfoil Market, IPO, Market Share, Elecfoil, Sales by Division, ASP Trends and Capacity Expansion Plans, Elecfoil Market, Customers, Major Competitors)
- Kanto Denka Kogyo Co., Ltd.
- (Background, Batteries, Competitive Environment, Market Share, Sales by Country, FEC, Outlook)
- Kureha Corporation
- Background, Batteries, KF Polymer, Itochu JV, Biocarbotron, Sales/Profits)
- Leechem Co., LTD
- (Background, Batteries, Entry Into Market for Electrolyte Materials for Use in Large Li-Ion Batteries, Electrolyte Material Sales Growth Accelerates, Diversified Product Line-up and Raw Material Sourcing Capability, LiPF6 Vs. Additives Entry Barriers, Tandem Growth with Domestic LiB Manufacturers Thanks to Material Localization, Capacity Expansion In Line with Growth of Downstream Industries, Utilization Rate to Rise, Outlook, Domestic Market Share)
- LS Mtron Ltd.
- (Background, Batteries)
- Mitsubishi Chemical Holdings Corp.
- (Background, Batteries, Synergy from Four Major Materials, Battery Material Sales, Market Share, Battery Material Markets in Flux, Market Position in Electrolytes, Mitsubishi Increasing Capacity at Three Sites, Competitors Working to Increase Share Too, Anode, Cathode and Separator Positions, Execution Risk for Battery Material Sales Targets)
- Morita Chemical Industries Co., Ltd.
- (Background, Batteries)
- Panax E-Tec Co., Ltd.
- (Background, Batteries)
- Posco Chemtech Co Ltd
- (Background, Batteries, Anode Materials, Natural and Artificial Graphite, Graphite Is Key, New Anode Materials Plant, Customers’ Anode Validation Tests)
- Samsung Fine Chemicals Company Limited
- (Background, Batteries, JV with Toda, Backed by Captive Customers)
- SK Innovation Co., Ltd
- (Background, Batteries, Separators, Continental JV)
- Soulbrain Co., Ltd.
- (Background, Batteries, Electrolyte Revenues, Shift to Lighter and Thinner Form Factors, Li-Polymer Batteries, A123, Smartphones)
- Stella Chemifa Corporation
- (Background, Batteries, Business Overview, Sales, Capacity, African Fluorite, Concerns Over Sharp Decline Electrolyte Prices, Alliance with Mitsubishi Chemical)
- Tomiyama Pure Chemical Industries Ltd.
- (Background, Batteries)
- Toray Industries, Inc.
- (Background, Batteries, Separators, End of Toray/Tonen JV)
- Ube Industries Ltd
- (Background, Batteries, Separators, Electrolytes, New Strategy)
- Umicore S.A.
- (Background, Batteries, Cellcore, Investments, Japan, South Korea, 3M JV)
- FIGURES
- 1.) Types of Batteries
- 2.) Structure of Lithium Ion Battery
- 3.) LiB Application Breakdown (Sales Volume Basis): 2011
- 4.) Smartphone and Media Tablet PC Shipment Volume Growth (Million Units): 2006-2012
- 5.) Mobile Device Shipments by Type and Growth Rate (Million Units): 2007-2012
- 6. ) Battery Shipments by Type of Mobile Device and Capacity (1,000 kAh): 2007-2012
- 7.) Smartphone and Media Tablet Battery Capacity Requirements (mAh): 2012
- 8.) Mid- to Large-Sized Lithium Ion Battery Market by Type (ESS, EV/HEV)-US$ Billion: 2005-2020
- 9.) Manufacturing Costs Breakdown by Input of Auto-Use LiB Cell
- 10.) LiB Batteries Share of xEV Manufacturing Costs
- 11.) LiB Batteries’ Share of Manufacturing Costs by Material
- 12.) Relative Price Comparison of Cathode Materials
- 13.) Capacity Comparison of Cathode Materials
- 14.) Manufacturing Process of Cathode Active Materials
- 15.) Transition of Cathode Active Materials R&D by Decade
- 16.) Rechargeable Batteries Cathode Materials Share by Type (LCO, NMC, LMO, LNO, LFP)
- 17.) Comparison of Characteristics by Precursor: Combination of Three Components
- 18.) xEV Lithium Ion Batteries: LMO-based Cathode Materials Enable Superior Output Vs. LFP-based Materials
- 19.) : Market Share of Cathode Materials by Company: 2010
- 20.) Supply Chain of Cathode Materials by Supplier and Buyer: 2011
- 21.) Characteristics of Different Anode Materials
- 22.) Manufacturing Process of Synthetic Graphite for LiB Anode Active Materials
- 23.) Artificial and Natural Graphite Market Shares of Japanese and Chinese Companies: 2011
- 24.) Supply Chain of Anode Materials by Supplier and Buyer: 2011
- 25.) Manufacturing Flow of Wet/Dry Process Separators
- 26.) Dry/Wet Separator Process Comparison
- 27.) Global Separator Market-Dry vs. Wet (US$ Billion): 2006-2015
- 28.) Global Separator Market Share by Company: 2011
- 29.) Supply Chain of Separators by Buyer and Seller: 2011
- 30.) SK Innovation Separator Capacity Trend: 2006-2012
- 31.) Manufacturing Process for Electrolyte Solution
- 32.) Electrolyte Material Cost Breakdown
- 33.) Solvent Mixing vs. Ionic Conductivity
- 34.) Manufacturing Process of Lithium Salt
- 35.) Foosung’s Market Share by Purchaser and Region: 2011
- 36.) Electrolyte Solutions Producers Market Shares by Company: 2011
- 37.) Electrolytes (LiPF6) Demand Forecasts (Tons): 2009-2013
- 38.) Electrolytes (LiPF6) Demand Forecast for Automobile Use –EV vs. HEV (Tons/Units): 2009-2020
- 39.) Fluoroethylene Carbonate Demand Forecasts (Tons) 2009-2013
- 40.) Fluoroethylene Carbonate Market Share by Country: 2010-2011
- 41.) Diversification of Electrolyte Suppliers and Expectations for Overseas Market Entrants
- 42.) Manufacturing Process for Electrolytes
- 43.) Supply Chain of Electrolytes by Buyer and Seller: 2011
- 44.) Schematic Illustration of Binder
- 45.) Cosmo Chemical Sales Forecast by Product: 2010-2013
- 46.) Cosmo Chemical Value Chain: Cathode Materials for Lithium Ion Batteries
- 47.) Cosmo AM&T’s Investment Plans by Segment: 2011
- 48.) Foosung’s Integrated Fluorochemical Production System
- 49.) Foosung Revenue by Segment: 2011
- 50.) Foosung Operating Profit Margin by Division: 2011
- 51.) Lithium Ion Battery Cost by Component
- 52.) Electrolyte Manufacturing Process
- 53.) Foosung’s Global Market Share for LiPF6: 2009-2015
- 54.) Foosung’s Major Clients and Market Share with the Clients
- 55.) Lithium Secondary Battery Constituents
- 56.) LiPF6
- 57.) Iljin Materials Sales by Division (LED, LMO, FPCB Copper Foil, Rechargeable Battery Copper Foil, PCB Copper foil): 2009-2014
- 58.) LiB-Use Elecfoil Market by Application (IT, xEV, ESS)- (Won Billion): 2006-2020
- 59.) LiB-Use Elecfoil Demand and ASP (000 Tonnes, US$/Kg); 2006-2020
- 60.) LiB-Use Elecfoil Capacity Trends (Tonne): 2007-2014
- 61.) Major Customers of Iljin Materials: 2011
- 62.) Global Market Share of LiB-Use Elecfoil: 2010
- 63.) Iljin LiB-Use Elecfoil Shipments and Market Share (Tonne, %): 2007-2015
- 64.) Li-Ion Battery Electrolyte Materials
- 65.) Leechem Sales Breakdown by Product (Units, %)
- 66.) Cost Portion by Material for LIB
- 67.) Cost Portion by Material for Electrolyte
- 68.) Leechem Product Line-up by Year (Units): 2007-2011
- 69.) Leechem Product Line-up Vs. Competitors
- 70.) LiB Battery Output and Market Share by Company (Units/%): 2010
- 71.) Changes in LiB Market Share by Company: 2001-2010
- 72.) Leechem Electrolyte Supply Chain
- 73.) Leechem Electrolyte Capacity Expansion (Volume): 2008-2012
- 74.) Leechem Electrolyte Capacity Expansion and Utilization Rate (Value): 2007-2012
- 75.) Leechem Domestic Market Share of Electrolyte Material Sales: 2008-2011
- 76.) Mitsubishi Chemicals’ Lithium Battery Materials Production Increase Plans (Product, Existing, New Capacity Targets, Market Shares, Competitive Advantage): 2009-2015
- 77.) Panax E-Tec Revenues (KRW Billion): 2009-2015
- 78.) Li-Polymer Vs. Lithium Ion Batteries
- 79.) Summary of LiPF6 Capacity Expansion Plans at Electrolyte Salt Makers (Company, Location, Current Capacity, New Capacity, Completion)
- TABLES
- 1.) Lithium Ion Batteries Market by Application (IT, xEV, ESS) and Materials Type (Cathode, Anode, Separator, Electrolyte) (USD Billion, Million Units): 2010-2020
- 2.) Batteries Performance Comparisons by Type (1)
- 3.) Batteries Performance Comparisons by Type (2)
- 4.) Batteries Cost Comparisons by Type
- 5.) Lithium Ion Battery Applications by Field
- 6.) EV/HEV-Related Government Support Measures and Regulations by Country/Region (Japan, Europe, US, Korea, China): 2012
- 7.) Major Carmakers’ EV/HEV Lineups and Battery Suppliers: 2011-2014
- 8.) Major Carmakers’ xEV Production and Marketing Plans: 2011-2018
- 9.) Alliances/Partnerships Between Automotive and LiB Manufacturers
- 10.) Next Generation Vehicle Shipment Targets by Type Set by the Japanese Government
- 11.) LiB R&D Road Map for Vehicles
- 12.) New Battery R&D Trends by Main Manufacturers
- 13.) Status of LiB Battery Material Makers
- 14.) Comparison of Cathode Materials
- 15.) Cathode Materials Production Expansion Plans by Main Manufacturer
- 16.) Potential Korean Anode Materials Makers: 2011
- 17.) Comparison of Dry/Wet Process Separators
- 18.) Separator Production Expansion Plans by Main Manufacturer
- 19.) Comparison Between Characteristics of Organic Solvents
- 20.) Comparison Between Lithium Salt Characteristics
- 21.) Summary of Polymer Electrolyte Characteristics by Category
- 22.) Electrolytes Solutions Production Expansion Plans by Major Manufacturers (1)
- 23.) Electrolytes Solutions Production Expansion Plans by Major Manufacturers (2)
- 24.) Korea’s Electrolyte and Electrolyte Materials Makers
- 25.) Foosung Rechargeable Battery Materials Unit ASP & Nominal Capacity: 2008-2013
- 26.) Iljin Materials Elecfoil ASP and Capacity for LiB Battery Applications: 2008-2013
- 27.) Leechem Sales Estimates by Business (KRW Billion): 2008-2015
More Battery Technology reports by Amadee + Company
The Future Of Lithium Ion Batteries: Including Consumer, Alternative Energy Vehicles (Hevs, Phevs, Evs), And Electric Power Storage Applications- Technologies, Markets, Competitors And Opportunities: 2010-2020 Analysis And Forecasts by Amadee + Company
Lithium ion batteries were first proposed in the 1970’s and commercially developed in the 1990’s. Since then, the market for lithium ion batteries has grown ...
Lithium-Ion And Nickel-Metal Hydride Batteries, Lithium, Rare Earth Lanthanum And the Future Of Hybrid Electric Vehicles, Plug-In Hybrid Electric Vehicles And Electric Vehicles- by Amadee + Company
The auto industry is about to enter a new era: the electrification of cars. The move to electrified cars will have dramatic, disruptive consequences to ...
Hybrids/Plug-In Hybrids/Electric Vehicles/Batteries/Lithium/Lanthanum- Global Markets, Technologies, And Opportunities by Amadee + Company
Full Title: Lithium-Ion And Nickel-Metal Hydride Batteries,
Lithium, Rare Earth Lanthanum And the Future
Of Hybrid Electric Vehicles, Plug-In Hybrid
Electric Vehicles And Electric Vehicles-
...
Communications Power Systems - U.S. Markets, Technologies and Competitors: 2000 - 2005 Analysis and Forecasts by Amadee + Company
See all reports like this >>Take Advantage of Profitable Market Opportunities
Your interest in communications power systems warrants the comprehensive statistical
data and analytical insights provided in this report; data ...
Research assistance
We can help you find what you need. Call us or write us: Need help in your search?
US: 800.298.5699
Int'l: +1.240.747.3093
