<일본시장조사보고서>2020 CURRENT STATUS AND FUTURE PROSPECTS OF LIB MATERIAL MARKET ～MAJOR FOUR MATERIA(영문판)
자료코드: C62122520 / A4 209p / 2020. 11. 20
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본 리포트는 2020년 9월 30일에 발간한 ‘2020년판 리튬이온전지 부재 시장의 현상과 장래전망~주요4부재편~ 1st Half Report’ 영문번역판입니다.
◆조사개요
Purpose： thoroughly investigate the current status and future strategies of 28 major lithium-ion batteries (LiB) material manufacturers in Japan, Korea, China, Taiwan, Europe, and the U.S. and conduct peripheral surveys to know the current status and future prospects of the global LiB material market.
Target (based on direct interview)：Material manufacturers（Chinese: 9, Japanese: 11, Korean: 7, European and American: 1）
Method of research：Bibliographic survey and interviews conducted by our expert researchers
Period：May. 2020 - Sep. 2020
◆자료 포인트
▪ 본 리포트는 2020년 9월 30일에 발간한 ‘2020년판 리튬이온전지 부재 시장의 현상과 장래전망~주요4부재편~ 1st Half Report’ 영문번역판입니다.
• 2020년판 1st Half Report에서는 코로나19의 영향 등에 의한 LiB시장 동향을 고려하며, 일본계, 한국, 중국 주요4부재 메이커의 대응 상황, 부재 트렌드에 주목
• 주요4부재 시장가격 동향을 게재
• 타입별(모바일 IT기기용 소형 셀/중대형 셀) 전해액 시장규모(2016~2025년 예측)를 산출
• 세계 주요 주요4부재 메이커 생산능력 일람을 게재(2016~2020년 계획)
• 세계 주요 주요4부재 메이커들의 동향을 게재
• 모바일 IT기기용 소형 셀 시장(2016~2025년 예측, 애플리케이션별), 자동차용 셀 시장(2016~2025년, 2030년, 셀 타입별)의 정보도 함께 수록
◆리서치 내용
Summary of Research
Remarks on Research Results
Chapter 1: Overview of Major Four Materials
1-1. Overview of Major Four Materials
Table: Transition of the global market scale of the major four
LiB materials (volume-based: forecast for 2016-2025)
Table: Transition of the global market scale of the major four
LiB materials (value-based: forecast for 2016-2025)
1-2. Transition of the Shares of the Major Four Materials in Each Country
Table: Transition of the global market scale of the major four
LiB materials in each country (volume-based: forecast for 2017-2019)
1-3. Comparison of Production Capacity and Actual Demands in
the Major Four Materials Market
Table: Comparison of production capacity and actual demands for
the major four LiB materials
Chapter 2: The LiB Market
2-1: The Market of Small LiBs for Consumer Applications
2-1-1. Small LiB Market Trends of Each Application
Table: Transition of the shipment of small LiBs of each application
(battery capacity)
Table: Transition of the shipment of small LiBs of each application
(number of cells)
Table: Transition of the shipment of small LiBs of each application
(shipment value)
Figure: Breakdown of "Others" - Small LiBs in 2019
(number of cells)
2-1-2. Small LiB Market Trends of Each Cell Type
Table: Transition of the shipment of small LiBs of each cell type
(battery capacity)
Table: Transition of the shipment of small LiBs of each cell type
(number of cells)
Table: Transition of the shipment of small LiBs of each cell type
(shipment value)
2-1-3. Transition of the Shares of Small LiB Manufacturers
Table: Transition of the Shares of Small LiB Manufacturers
(battery capacity)
Table: Transition of the Shares of Small LiB Manufacturers
(number of cells)
Table: Transition of the Shares of Small LiB Manufacturers
(shipment value)
2-2: The Market of xEV batteries
2-2-1. The Market of xEV batteries
Table: Transition of the xEV battery (Ni-MH/LiB) market scale
(market-based forecast standard:
capacity/value: CY2016～CY2025, CY2030)
2-2-2. The xEV battery Market Trends of Each Battery Shape
Table: Transition of the global xEV battery
(cylidrical/prismatic/laminated) market scale
(market-based forecast standard: CY2016～CY2025, CY2030)
2-2-3. The Shares of xEV battery Manufacturers
Table: Transition of the shares of xEV battery manufacturers
(shipment base: CY2017～CY2019)
Chapter 3: Cathode Material Market Trends
3-1: Entire Cathode Material Market
3-1-1. Overview of the Cathode Material Market
Table: Transition of the global market scale of LiB cathode materials
(volume-based: 2016～2025 forecast)
Table: Transition of the global market scale of LiB cathode materials
(value-based: 2016～2025 forecast)
Table: Transition of reference selling price range of cathode materials
3-1-2. The Cathode Material Market Trends of Each Cell Size
(small cells/mid-to-large cells)
Table: Transition of the global LiB cathode material market scale of
each cell size (small cells/mid-to-large cells)
(volume-based: 2016～2025)
Table: Transition of the global LiB cathode material market scale of
each cell size (small cells/mid-to-large cells)
(value-based: 2016～2025)
3-1-3. Transition of Production Capacity of Major Cathode Material
Manufacturers
Table: List of production bases and transition of annual production
capacity of major cathode material manufacturers ①～⑥
3-1-4. Transition of the Shares of Cathode Material Manufacturers
Table: Transition of the shares of LiB cathode material
manufacturers (volume-based: 2016～2019)
Table: Transition of the shares of LiB cathode material
manufacturers (value-based: 2016～2019)
3-1-5. Transition of the Shares of Cathode Materials of
Each Country
Table: Transition of the shares of LiB cathode material
manufacturers of each country (volume-based: 2016～2019)
Table: Transition of the shares of LiB cathode material
manufacturers of each country (value-based: 2016～2019)
3-1-6. Trends of Major LiB Cathode Material Manufacturers
Table: Trends of major LiB cathode material manufacturers ①
Table: Trends of major LiB cathode material manufacturers ②
3-2: NCM Market
3-2-1. Overview of the NCM Market
Table: Transition of global NCM market scale
(volume/value: 2016～2025 forecast)
3-2-2. NCM Shipment Trends of Each Cell Size
(small cells/mid-to-large cells)
Table: Transition of the global NCM market scale of each cell size
(small cells/mid-to-large cells) (volume-based: 2016～2019)
3-2-3. Transition of the Shares of NCM Manufacturers
Table: Transition of the shares of LiB ternary cathode material (NCM)
manufacturers (volume-based: 2016～2019)
Table: Transition of the shares of LiB ternary cathode material (NCM)
manufacturers (value-based: 2016～2019)
Figure: Breakdown of "Others“ - NCM manufacturers in 2019
3-2-4. Transition of Production Capacity of Major NCM Manufacturers
Table: List of production bases and transition of annual production
capacity of major NCM manufacturers ①～③
3-2-5. NCM Development Trends
Figure: NCM market of each type
(2018～2019: based on shipment volume)
3-3: LCO Market
3-3-1. Overview of the LCO Market
Table: Transition of global LCO market scale
(volume/value: 2016～2025 forecast)
3-3-2. LCO Shipment Trends of Each Cell Size
(small cells/mid-to-large cells)
Table: Transition of the global LCO market scale of each cell size
(small cells/mid-to-large cells) (volume-based: 2016～2019)
3-3-3. Transition of the Shares of LCO Manufacturers
Table: Transition of the shares of lithium cobalt oxide (LCO)
manufacturers (volume-based: 2016～2019)
Table: Transition of the shares of lithium cobalt oxide (LCO)
manufacturers (value-based: 2016～2019)
3-3-4. Transition of Production Capacity of Major LCO Manufacturers
Table: List of production bases and transition of annual production
capacity of major LCO manufacturers ①, ②
3-4: NCA Market
3-4-1. Overview of the NCA Market
Table: Transition of global NCA market scale
(volume/value: 2016～2025 forecast)
3-4-2. NCA Shipment Trends of Each Cell Size
(small cells/mid-to-large cells)
Table: Transition of the global NCA market scale of each cell size
(small cells/mid-to-large cells) (volume-based: 2016～2019)
3-4-3. Transition of the Shares of NCA Manufacturers
Table: Transition of the shares of lithium nickel oxide (NCA)
manufacturers (volume-based: 2016～2019)
Table: Transition of the shares of lithium nickel oxide (NCA)
manufacturers (value-based: 2016～2019)
3-4-4. Transition of Production Capacity of Major NCA Manufacturers
Table: List of production bases and transition of annual production
capacity of major NCA manufacturers
3-5: LFP Market
3-5-1. Overview of the LFP Market
Table: Transition of global LFP market scale
(volume/value: 2016～2025 forecast)
3-5-2. LFP Shipment Trends of Each Cell Size
(small cells/mid-to-large cells)
Table: Transition of the global LFP market scale of each cell size
(small cells/mid-to-large cells) (volume-based: 2016～2019)
3-5-3. Transition of the Shares of LFP Manufacturers
Figure: The share of LFP manufacturers in 2019
3-5-4. Transition of Production Capacity of Major LFP Manufacturers
Table: List of production bases and transition of annual production
capacity of major LFP manufacturers
3-6: LMO Market
3-6-1. Overview of the LMO Market
Table: Transition of global LMO market scale
(volume/value: 2016～2025 forecast)
3-6-2. LMO Shipment Trends of Each Cell Size
(small cells/mid-to-large cells)
Table: Transition of the global LMO market scale of each cell size
(small cells/mid-to-large cells) (volume-based: 2016～2019)
3-6-3. Transition of the Shares of LMO Manufacturers
3-6-4. Transition of Production Capacity of Major LMO Manufacturers
Table: List of production bases and transition of annual production
capacity of major LMO manufacturers
Chapter 4: Anode Material Market Trends
4-1: Entire LiB Anode Material Market
4-1-1. Overview of the Anode Material Market
Table: Transition of the global market scale of LiB anode materials
(volume-based: 2016～2025 forecast)
Table: Transition of the global market scale of LiB anode materials
(value-based: 2016～2025 forecast)
Table: Transition of reference selling price range of
LiB anode materials (for small cells/mid-to-large cells)
4-1-2. The LiB Anode Material Market Trends of Each Cell Size
(small cells/mid-to-large cells)
Table: Transition of the global LiB anode material market scale of
each cell size (small cells/mid-to-large cells: in-vehicle, ESS)
(volume-based: 2016～2025)
Table: Transition of the global LiB anode material market scale of
each cell size (small cells/mid-to-large cells: in-vehicle, ESS)
(value-based: 2016～2025)
4-1-3. Transition of the Shares of LiB Anode Material Manufacturers
Table: Transition of the shares of LiB anode material manufacturers
(volume-based: 2016～2019)
Table: Transition of the shares of LiB anode material manufacturers
(value-based: 2016～2019)
4-1-4. Transition of the Shares of LiB Anode Materials of Each Country
Table: Transition of the shares of LiB anode materials of each country
(volume-based: 2016～2019)
Table: Transition of the shares of LiB anode materials of each country
(value-based: 2016～2019)
4-1-5. Transition of Production Capacity of Major LiB Anode
Material Manufacturers
Table: List of production bases and annual production capacity of
major anode material manufacturers ①
Table: List of production bases and annual production capacity of
major anode material manufacturers ②
4-1-6. Trends of Major LiB Anode Material Manufacturers
Table: Trends of major LiB anode material manufacturers ①
Table: Trends of major LiB anode material manufacturers ②
4-2: Graphite-based Anode Material Market
4-2-1. Overview of the Graphite-based Anode Material Market
Table: Transition of the global market scale of LiB graphite-based
anode materials (volume-based: 2016～2025 forecast)
Table: Transition of the global market scale of LiB graphite-based
anode materials (value-based: 2016～2025 forecast)
4-2-2. The Graphite-based Anode Material Market Trends of
Each Cell Size (small cells/mid-to-large cells)
Table: Transition of the global LiB graphite-based anode material
market scale of each cell size (small cells/mid-to-large cells:
in-vehicle, ESS) (volume-based: 2016～2019)
4-2-3. Transition of the Shares of Graphite-based Anode Material
Manufacturers
Table: Transition of the shares of LiB graphite-based
(natural+artificial) anode material manufacturers
(volume-based: 2016～2019)
Table: Transition of the shares of LiB graphite-based
(natural+artificial) anode material manufacturers
(value-based: 2016～2019)
Table: Transition of the shares of LiB natural graphite-based
anode material manufacturers (volume-based: 2016～2019)
Table: Transition of the shares of LiB natural graphite-based
anode material manufacturers (value-based: 2016～2019)
Table: Transition of the shares of LiB artificial graphite-based
anode material manufacturers (volume-based: 2016～2019)
Table: Transition of the shares of LiB artificial graphite-based
anode material manufacturers (value-based: 2016～2019)
4-3: Other Anode Materials Market (carbon-/LTO/Si-based)
4-3-1. Overview of the Carbon-/Oxide- (LTO)/Si-based
Anode Material Market
Table: Transition of the global market scale of LiB carbon-/
oxide- (LTO)/Si-based anode materials
(volume-based: 2016～2025 forecast)
Table: Transition of the global market scale of LiB carbon-/
oxide- (LTO)/Si-based anode materials
(value-based: 2016～2025 forecast)
4-3-2. Trends and Production Capacity of Carbon-/
Oxide- (LTO)/Si-based Anode Material Manufacturers
Table: Status of manufacturers entering the carbon-based
anode material market
Table: Status of manufacturers entering the oxide-based
anode material (LTO) market
Table: Status of manufacturers entering the Si-based
anode material market
Chapter 5: Electrolyte/Salt Market Trends
5-1: Electrolyte/Salt Market
5-1-1. Overview of the LiB Electrolyte/Salt Market
Table: Transition of global LiB electrolyte market scale
(2016～2025 forecast)
Table: Transition of global LiB salt market scale
(2016～2025 forecast)
Table: Transition of reference selling price range of LiB electrolytes
(for small cells/mid-to-large cells)
Table: Transition of reference selling price range of LiB salts
(for small cells/mid-to-large cells)
5-1-2. The LiB Electrolyte Market Trends of Each Cell Size
(small cells/mid-to-large cells) p.163
Table: Transition of the global LiB electrolyte market scale of
each cell size (small cells/mid-to-large cells: in-vehicle, ESS)
(volume-based: 2016～2025 forecast)
Table: Transition of the global LiB electrolyte market scale of
each cell size (small cells/mid-to-large cells: in-vehicle, ESS)
(value-based: 2016～2025 forecast)
5-1-3. Transition of the Shares of LiB Electrolyte/Salt Manufacturers
Table: Transition of the shares of LiB electrolyte manufacturers
(volume-based: 2016～2019)
Table: Transition of the shares of LiB electrolyte manufacturers
(value-based: 2016～2019)
Table: Transition of the shares of LiB salt manufacturers
(volume-based: 2016～2019)
Table: Transition of the shares of LiB salt manufacturers
(value-based: 2016～2019)
Table: Supply chain list of electrolyte/salt manufacturers
(as of first half of 2020)
Table: Supply chain list of consumer small
LiB/electrolyte manufacturers (as of first half of 2020)
Table: Supply chain list of mid-to-large (in-vehicle, ESS)
LiB/electrolyte manufacturers (as of first half of 2020)
5-1-4. Transition of the Shares of LiB Electrolyte/
Salts of Each Country
Table: Transition of the shares of LiB electrolytes of each country
(volume-based: 2016～2019)
Table: Transition of the shares of LiB electrolytes of each country
(value-based: 2016～2019)
Table: Transition of the shares of LiB salts of each country
(volume-based: 2016～2019)
Table: Transition of the shares of LiB salts of each country
(value-based: 2016～2019)
5-1-5. Transition of Production Capacity of Major LiB Electrolyte/
Salt Manufacturers
Table: List of production bases and annual production capacity of
major electrolyte manufacturers ①, ②
Table: List of production bases and annual production capacity of
major salt manufacturers
5-1-6. Trends of Major LiB Electrolyte/Salt Manufacturers
Table: Trends of major LiB electrolyte manufacturers ①
Table: Trends of major LiB electrolyte manufacturers ②
Table: Trends of major LiB salt manufacturers
Chapter 6: Separator Market Trends
6-1: Separator Market
6-1-1. Overview of the LiB Separator Market
Table: Transition of global LiB separator market scale
(2016～2025 forecast)
Figure: Transition of global LiB separator market scale
(volume-based: 2016～2025 forecast)
Figure: Transition of global LiB separator market scale
(value-based: 2016～2025 forecast)
6-1-2. The LiB Separator Market Trends of Each Cell Size
(small cells/mid-to-large cells)
Table: Transition of the global LiB separator market scale of
each cell size (small cells/mid-to-large cells: in-vehicle, ESS)
(volume-based: 2016～2025 forecast)
Table: Transition of the global LiB separator market scale of
each cell size (small cells/mid-to-large cells: in-vehicle, ESS)
(volume-based: 2016～2025 forecast)
6-1-3. LiB Separator Product Trends (Coating)
Table: List of coated separator structures for small cells/
mid-to-large cells
6-1-4. Transition of LiB Separator Market Scale of Each Type
(small cells/mid-to-large cells, coated/non-coated)
Table: Transition of global LiB separator market scale for small cells
and mid-to-large cells (in-vehicle/ESS)
(volume-based: 2016～2025 forecast)
6-1-5. Separator Market Price Trends
Table: Transition of reference selling price range of LiB separators
(for small cells/mid-to-large cells) (2016～first half of 2020)
6-1-6. Transition of the Shares of LiB Separator Manufacturers
Table: Transition of the shares of LiB separator manufacturers
based on original fabric (volume-based: 2016～2019)
Table: Transition of the shares of LiB separator manufacturers
(value-based: 2016～2019)
6-1-7. Transition of the Shares of LiB Separators of Each Country
Table: Transition of the shares of LiB separators of each country
(volume-based: 2016～2019)
Table: Transition of the shares of LiB separators of each country
(value-based: 2016～2019)
6-1-8. Transition of Production Capacity of Major LiB
Separator Manufacturers
Table: List of production bases and annual production capacity of
major separator manufacturers ①, ②
6-1-9. Trends of Major LiB Separator Manufacturers
Table: Trends of major LiB separator manufacturers ①
Table: Trends of major LiB separator manufacturers ②
