2020년 9월 15일 화요일

리튬이온전지 LiB - 2020 CURRENT STATUS AND FUTURE PROSPECTS OF XEV LIB MARKET ~1ST HALF REPORT~/야노경제연구소

 <일본시장조사보고서>2020 CURRENT STATUS AND FUTURE PROSPECTS OF XEV LIB MARKET ~1ST HALF REPORT~ (영문판)


자료코드: C62115620 / A4 180p / 2020. 8. 28 / 정가: 240,000엔(PDF로만 발행)


본 리포트는 2020년 7월 31일에 발간한 ‘2020년판 자동차용 리튬이온전지 시장의 현상과 장래 전망~1st half Repoprt~’의 영문판 리포트입니다.


◆자료 포인트

• 2020년 7월 시점까지 코로나19의 영향을 반영한 업데이트 데이터 중심의 수록 내용

• 세계 자동차의 전체 시장규모 추이와 xEV 시장규모 추이를 지역별로 산출.

성장률이 다른 2가지(시장베이스 예측·정책베이스 예측)의 시장규모 예측(대수기준: 2016년~2025년 예측, 2030년 예측)

• 세계 자동차용 LiB 시장을 xEV 타입별로 산출

성장률이 다른 2가지(시장 베이스·정책 베이스)의 시장규모 예측(HEV/PHEV/EV용 등)

• 지역별xEV관련정책, 세계 자동차용LiB시장 점유율(메이커별) 게재


리서치 내용


Chapter 1: Hot Topics in the 1st Half 2020


Impact of COVID-19 on the xEV and xEV LiB market

  Table: Comparison of forecasts in 2019 and 2020 1st half (xEV market)

  Table: Comparison of forecasts in 2019 and 2020 1st half (xEV LiB market)


Chapter 2: xEV-related Policy Trends by Region


2-1: Global Trends

  2-1-1. Regulatory Trends in Automobile Fuel Consumption in Each Country

    Table: Future plans for automobile fuel consumption regulations

    in each country

  2-1-2. Announcement/Declaration of ICE Sales Prohibition in Each Country

    Table: Announcement/declaration of ICE sales prohibition in

    each country (as of July 2020)

    Table: Announcement/declaration of ICE sales prohibition in

    each city (as of July 2020)

  2-1-3. EV Diffusion Plans in Each Country (Europe)

    Table: EV diffusion plans in European countries (as of July 2020)

  2-1-4. Diffusion Status of Charging Infrastructure in Each Country

    Table: Comparison of public charging infrastructure diffusion

    status by region (Japan/Europe/U.S./China)

  2-1-5. Charging Standards in Major Countries

    Table: Comparison of public charging infrastructure diffusion

    status by region (Japan/Europe/U.S./China)

2-2: European Trends

  2-2-1. Europe: Environmental Policy Trends

    Table: 7 Policy Areas in the European Green Deal

    Table: Target R&D fields and participating companies for EU state

    subsidy towards the construction of next-generation battery

    supply chains

  2-2-2. Europe: Exhaust Gas Regulation Trends

    Table: Overview of passenger car emission regulations in Europe

    (when the standard test mode is applied)

  2-2-3. Europe: Fuel Consumption Regulation Trends

    Table: Overview of fuel consumption/CO2 regulations in Europe

    (European CAFÉ regulations)

  2-2-4. Europe: Privilege Trends for xEVs

    Table: Overview of xEV diffusion policies in major European countries

  2-2-5. Europe: Charging Infrastructure Related Policies

    Table: The number of installed charging stations and policies

    related to its development in major European countries

2-3: Chinese Trends

  2-3-1. China: Exhaust Gas Regulation Trends

    Table: Overview of exhaust gas regulations in China

    (gasoline and diesel vehicles)

  2-3-2. China: Fuel Consumption Regulation Trends

    Table: Overview of fuel consumption regulations in China

    (Chinese CAFÉ regulations)

    Table: Fourth phase fuel consumption regulations and company's

    average fuel consumption targets for passenger cars in China

  2-3-3. China: NEV Regulation Trends

    Table: Overview of Chinese NEV regulation

  2-3-4. China: Automobile Related Policy Trends

    Table: Draft of Chinese NEV Industry Development Plan (2021~2035)

  2-3-5. China: Privilege Trends for xEVs

    Table: Subsidy amount by the central government according to

    pure electric running distance of passenger cars (per vehicle)

  2-3-6. China: Charging Infrastructure Related Policies

    Table: The number of installed charging stations and policies

    related to its development in China

  2-3-7. China: xEV Related Policies

    Table: Principles and concepts of establishing EV mandatory

    national standards in China

    Table: Contents of the EV mandatory national standards in China

2-4: Japanese Trends

  2-4-1. Japan: Exhaust Gas Regulation Trends

    Table: Exhaust gas regulations in Japan

    (comparison between JC08 and WLTP mode)

    Table: Vehicle types and operational regulations based on

    exhaust gas regulations

  2-4-2. Japan: Fuel Consumption Regulation Trends

    Table: Overview of fuel consumption regulations in Japan

  2-4-3. Japan: Privilege Trends for xEVs

    Table: Overview of eco-car tax break, green exceptions,

    and CEV subsidies

  2-4-4. Japan: Charging Infrastructure Related Policies

    Table: The number of installed charging stations and policies

    related to its development in Japan

2-5: U.S. Trends

  2-5-1. U.S.: Exhaust Gas Regulation Trends

    Table: Overview of exhaust gas regulations in U.S.

    (gasoline and diesel vehicles)

    Table: Overview of standard test mode (FTP) and

    non-standard test mode (SFTP)

  2-5-2. U.S.: Fuel Consumption Regulation Trends

    Table: CO2 emission standards and equivalent fuel consumption

    standards in U.S.

    Table: Penalty when deviating from fuel consumption regulations

    and privileges for vehicles with low CO2 emissions

  2-5-3. U.S.: ZEV Regulation Trends

    Table: Definition of ZEVs and the list of automobile manufacturers

    subject to the regulation from 2018

    Table: ZEV credit required for LVM and IVM

  2-5-4. U.S.: Privilege Trends for xEVs

    Table: Purchase assistance for xEVs in the U.S.

  2-5-5. U.S.: Charging Infrastructure Related Policies

    Table: The number of installed charging stations, policies related to

    its development, and initiatives by private business entities in U.S.

2-6: Trends in Other Regions

  2-6-1. India: Exhaust Gas & Fuel Consumption Regulation Trends

    Table: Overview of exhaust gas & fuel consumption regulations in India

  2-6-2. Brazil: Exhaust Gas Regulation Trends

    Table: Overview of exhaust gas regulations in Brazil

  2-6-3. India: Privilege Trends for xEVs

    Table: Overview of FAME-India PHASE 2 in India

  2-6-4. Brazil: Privilege Trends for xEVs

    Table: IPI tax ratio for environmental vehicles in Brazil

  2-6-5. ASEAN: Exhaust Gas & Fuel Consumption Regulation Trends

    Table: Exhaust gas & fuel consumption regulations and

    xEV diffusion policies in ASEAN countries

  2-6-6. Other Regions: Charging Infrastructure Related Policies

    Table: Charging infrastructure related policies in other regions


Chapter 3: xEV Market Trends


3-1: Global Trends of Automobile Market

  3-1-1. Global Automobile Market - Production by Region

    Table: Transition xEV production by region (CY2016~CY2025, CY2030)

  3-1-2. xEV Ratio in the Global Automobile Market

    Table: Global vehicle production (ICE) vs. xEV production

    (policy-based and market-based forecast)

     - Composition ratio trends (CY2017~CY2025, CY2030)

3-2: xEV-related Activities of Automobile and Battery Manufacturers

  3-2-1. Electrification Plans of Major Automobile Manufacturers

    Table: Electrification Plans of Major Automobile Manufacturers

  3-2-2. Efforts of Major Automobile & Battery Manufacturers to 

  Secure Resources

    Table: Efforts of major automobile & battery manufacturers to

    secure resources

    Table: Efforts of major automobile & battery manufacturers to

    obtain high-nickel cathode materials and reduce cobalt

    Table: Efforts of major automobile & battery manufacturers

    towards ethical purchase of materials

3-3: Global Trends of xEV Market

  3-3-1. Calculation Conditions of xEV Market Scale

    Table: Calculation conditions of xEV market scale

  3-3-2. Global Production of Each xEV Category (market-based forecast)

    Table: Market-based forecast - Global production of each xEV category

    (CY2016~CY2025, CY2030)

  3-3-3. Global Production of Each xEV Category (policy-based forecast)

    Table: Policy-based forecast - Global production of each xEV category

    (CY2016~CY2025, CY2030)

3-4: xEV Market Trends by Region

  3-4-1. Local Production of xEVs (market-based forecast)

    Table: Market-based forecast - Local production of xEVs

    (CY2016~CY2025, CY2030)

  3-4-2. xEV Production of Each Category in EU (market-based forecast)

    Table: Market-based forecast - xEV production of each category in EU

    (CY2016~CY2025, CY2030)

  3-4-3. xEV Production of Each Category in North America

    (market-based forecast)

    Table: Market-based forecast - xEV production of each category

    in North America (CY2016~CY2025, CY2030)

  3-4-4. xEV Production of Each Category in Japan (market-based forecast)

    Table: Market-based forecast - xEV production of each category in Japan

    (CY2016~CY2025, CY2030)

  3-4-5. xEV Production of Each Category in China (market-based forecast)

    Table: Market-based forecast - xEV production of each category in China

    (CY2016~CY2025, CY2030)

  3-4-6. Local Production of xEVs (policy-based forecast)

    Table: Policy-based forecast - Local production of xEVs

    (CY2016~CY2025, CY2030)

  3-4-7. xEV Production of Each Category in EU (policy-based forecast)

    Table: Policy-based forecast - xEV production of each category in EU

    (CY2016~CY2025, CY2030)

  3-4-8. xEV Production of Each Category in North America

    (policy-based forecast)

    Table: Policy-based forecast - xEV production of each category

    in North America (CY2016~CY2025, CY2030)

  3-4-9. xEV Production of Each Category in Japan (policy-based forecast)

    Table: Policy-based forecast - xEV production of each category in Japan

    (CY2016~CY2025, CY2030)

  3-4-10. xEV Production of Each Category in China (policy-based forecast)

    Table: Policy-based forecast - xEV production of each category in China

    (CY2016~CY2025, CY2030)

3-5: Trends of Automobile Manufacturers

  3-5-1. Trends of Major Automobile Manufacturers

  Table: Trends of major automobile manufacturers


Chapter 4: xEV Cell Market Trends


4-1: Trends of xEV Battery (LiB, Ni-MH) Market

  4-1-1. Trends of xEV Battery (LiB, Ni-MH) Market

    Table: Transition in xEV battery (Ni-MH/LiB) market scale

    (market-based forecast: capacity/amount: CY2016~CY2025, CY2030)

4-2: Trends of xEV LiB Market by xEV Category

  4-2-1. Transition in xEV LiB Market Scale by xEV Category

  (market-based forecast)

    Table: Market-based forecast - Transition in global xEV LiB Market

    Scale by xEV category (capacity: CY2016~CY2025, CY2030)

    Table: Market-based forecast - Transition in global xEV LiB Market

    Scale by xEV category (amount: CY2016~CY2025, CY2030)

  4-2-2. Transition in XEV LiB Market Scale by xEV Category

  (policy-based forecast)

    Table: Policy-based forecast - Transition in global xEV LiB Market

    Scale by xEV category (capacity: CY2016~CY2025, CY2030)

    Table: Policy-based forecast - Transition in global xEV LiB Market

    Scale by xEV category (amount: CY2016~CY2025, CY2030)

4-3: Trends of XEV Battery (LiB, Ni-MH) Market by Region

  4-3-1. Transition in XEV Battery (LiB, Ni-MH) Market Scale by Region

  (market-based forecast)

    Table: Transition in xEV battery (LiB, Ni-MH) market scale by region

    (market-based forecast) (CY2016~CY2025, CY2030)

  4-3-2. Transition in XEV Battery (LiB, Ni-MH) Market Scale by Region

  (policy-based forecast)

    Table: Transition in xEV battery (LiB, Ni-MH) market scale by region

    (policy-based forecast) (CY2016~CY2025, CY2030)

4-4: XEV LiB Market by Battery Shape

  4-4-1. XEV LiB Market by Battery Shape

    Table: Transition of market scale of xEV LiBs by shape

    (cylinder/square/laminated)

    (market-based capacity standard: CY2016~CY2025, CY2030)

4-5: Market Share of XEV LiB Manufacturers

  4-5-1. Market Share of XEV LiB Manufacturers

    Table: Transition in manufacturer shares in the global xEV LiB market

    (shipping base: CY2017~CY2019)

4-6: Supply Chain Status

  4-6-1. Procurement Status of XEV LiBs by Major Automobile

  Manufacturers by xEV Category

    Table: Procurement status of xEV LiBs by major automobile

    manufacturers by xEV category

  4-6-2. Procurement Status of XEV LiBs by Major Automobile

  Manufacturers by battery pack/cell

    Table: Procurement status of xEV LiBs by major automobile

    manufacturers by battery pack/cell (as of July 2020)

  4-6-3. Transition in Production Bases and Capacity of LiB

  Manufacturers by Region

    Table: Transition in production bases and capacity of

    LiB manufacturers in Chin

    Table: Transition in production bases and capacity of

    LiB manufacturers in Korea

    Table: Transition in production bases and capacity of

    LiB manufacturers in Japan

    Table: Transition in production bases and capacity of

    LiB manufacturers in the U.S.

    Table: Transition in production bases and capacity of

    LiB manufacturers in Europe

    Table: New xEV LiB manufacturers in Europe and

    their production base plans

4-7: Trends of Major LiB Manufacturers

  4-7-1. Trends in Major LiB Manufacturers

    Table: Trends in major LiB manufacturers

4-8: Trends of Major LiB Components

  4-8-1. Cell Type, Cathode/Anode Materials Adoption of Major

  LiB Manufacturers

    Table: LiB cell type and adoption trends of cathode/anode materials

    of major LiB manufacturers

  4-8-2. Trends in LiB Materials (cathodes and anodes)

4-9: Trends of LiB Reuse & Recycling

  4-9-1. LiB Reuse Trends

    Table: Examples of activities on the reuse of xEV LiBs by region

  4-9-2. LiB Recycle Trends

    Table: Examples of activities on the recycle of xEV LiBs by region




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