LIB MATERIAL, 4부재 - 2020～2021 CURRENT STATUS AND FUTURE PROSPECTS OF LIB MATERIAL MARKET ～MAJOR FOUR MATERIALS～/야노경제연구소

 <일본시장조사보고서>2020～2021 CURRENT STATUS AND FUTURE PROSPECTS OF LIB MATERIAL MARKET ～MAJOR FOUR MATERIALS～(영문판)

자료코드: C63110920 / A4 411p / 2021. 07. 29 

2021년 5월에 불간한 ‘2020~2021년판 리튬이온전지 부재 시장의 현황과 장래 전망~주요 4부재 편~’의 영문판 리포트

◆조사개요

Purpose：

To thoroughly investigate the current status and future business plans of major 44 companies in the lithium-ion batteries (LiB) separator market in Japan, Korea, China, Taiwan, and Europe, and to know the current status and future prospects of the global LiB separator market through related researches.

Target：

Material manufacturers (Chinese: 18, Japanese: 16, Korean: 8, European: 2)

Method of research：

Bibliographic survey and interviews conducted by our expert researchers

Period：Oct. 2020 - May. 2021

◆자료 포인트

• 2020~2021년판에서는 코로나 상황 속에서도 성장을 계속하는 자동차용 LiB 시장, 소형IT기기용 LiB 시장의 동향을 일본, 한국, 중국, 유럽의 주요 4부재 메이커의 대응 상황, 트렌드 등에 주목

・Market size by each materials(Shipments、Sales Figures:：CY2016～CY2025Forecast)

・Maker share by each materials(Shipments、Sales Figures:：CY2016～CY2020)

・Market tends by cell size (small consumer-use/mid-to-large) 

(Shipments、Sales Figures:：CY2016～CY2025Forecast)

・Production capacity of major material manufacturers

・Market prices：(Japanese YEN、KRW、RMB、USD、etc.)

・Market share by country(Shipments、Sales Figures:：CY2016～CY2020)

・Product trends and Development trends for Major four Materials

・Trends of world major material maker (Japanese, Korean, Chinese manufacturers)

※This report contained LiB Market Trends contents(Small consumer-use LiBs/xEV LiBs)

리서치 내용

Market Research Outline

LiB four major material market

Chapter1　Current Status and Future Prospects of LiB four major material market

1-1　Overall trend of four major material market

　　1-1-1　Overall trend of four major material market

　　　　Table　Changes in global market size of LiB Main 4 Components

　　　　(Volume:2016～ 2025)

　　　　Table　Changes in global market size of LiB Main 4 Components

　　　　(Value:2016～ 2025)

　　1-1-2　Transition of the Shares of the Main Four Materials in Each Country

　　　　Table　Global market share of LiB Main 4 Components by country

　　　　 (Volume 2018～ 2020)

　　　　Table　<Reference materials>

　　　　Supply Chain List of China xEV Cell Manufacturers / Main 4

　　　　Components Manufacturers in 2020 ①～③

　　1-1-3　Comparison of production capacity and actual demands in the

　　　　Main four material market

　　　　Table　Comparison of production capacity and actual demand for

　　　　 LiB Main 4 Components(2019,2020)

Cathode market

Chapter 1　Cathode Material Market trends

1-1　Overall trend of Cathode market

　　1-1-1　Overall trend of Cathode market

　　　　Table　Global Market Size of LiB Cathode Materials by Material Type

　　　　(Volume：2016-2025)

　　　　Table　Global Market Size of LiB Cathode Materials by Material Type

　　　　(Value：2016-2025)

　　　　Table　Sales Price Range of Cathode Materials

　　1-1-2　Cathode market trend by cell size

　　　　Table　Global Market Size of LiB Cathode Materials by Cell Size

　　　　(small /medium-to-large:automotive ESS)

　　　　(Volume：2016～2025)

　　　　Table　Global Market Size of LiB Cathode Materials by Cell Size

　　　　(small /medium-to-large::automotive ESS)

　　　　(Value：2016～2025)

　　1-1-3　Production capacity transition by major cathode manufacturers

　　　　Table　Transition of production bases and annual production

　　　　 capacity of major cathode material manufacturers -①～⑥

　　1-1-4　Cathode market share by manufacturers

　　　　Table　Cathode material market share by manufacture (Volume：2016-2020)

　　　　Table　Cathode material market share by manufacture (Value：2016-2020)

　　1-1-5　Cathode market share by countries

　　　　Table　LiB Cathode Material Market Share by Country(Volume：2016－2020)

　　　　Table　LiB Cathode Material Market Share by Country(Value：2016－2020)

1-2　NCM Market

　　1-2-1　Overview of the NCM market

　　　　Table Global Market Size of NCM(Volume/Value：2016-2025 Forecast)

　　1-2-2　NCM Shipping trends of Each Cell size

　　　　(Small cells/mid-to-large cells)

　　　　Table　Global Market Size of NCM by Cell Size

　　　　(small format LiB/mid-to-large format LiB(Volume：2016～2020)

　　1-2-3　Transition of the Shares of NCM manufacturers

　　　　Table　Cathode Material for LiB NCM Global Market Size

　　　　Market Share by Manufacturer(Volume：2016-2020)

　　　　Table　Cathode Material for LiB NCM Global Market Size

　　　　Market Share by Manufacturer(Value：2016-2020)

　　1-2-4　Trasition of Production capacity of major NCM 

　　　　 manufacturers

　　　　Table　Transition of production Base and annual Production 

　　　　capacity of Major NCM Manufacturers①～③

　　1-2-5　NCM Market and Development trends 

　　　　Table　【NCM composition ratio in the market in 2019】

　　　　Table　【NCM composition ratio in the market in 2020】

1-3　NCA Market

　　1-3-1　Overview of NCA market

　　　　Table　Global Market Size of NCA(Volume/Value：2016-2025 Forecast)

　　1-3-2　 NCA Shipping trends of Each Cell size

　　　　(Small cells/mid-to-large cells)

　　　　Table　Global Market Size of NCA by Cell Size

　　　　(small format LiB/mid-to-large format LiB)(Volume：2016～2020)

　　1-3-3　 Transition of the Shares of NCA manufacturers

　　　　Table　Cathode Material for LiB NCA Global Market Size

　　　　Market Share by Manufacturer(Volume：2016-2020)

　　　　Table　Cathode Material for LiB NCA Global Market Size

　　　　Market Share by Manufacturer(Value：2016-2020)

　　1-3-4　Trasition of Production capacity of major NCA 

　　　　 manufactures

　　　　Table　Transition of production Base and annual Production 

　　　　capacity of Major NCA Manufacturers

1-4　LCO Market

　　1-4-1　Overview of the LCO market

　　　　Table　Global Market Size of LCO(Volume/Value：2016-2025 Forecast)

　　1-4-2　LCO Shipping trends of Each Cell size

　　　　(Small format LiB/Mid-to-Large format LiB)

　　　　Table　Global Market Size of LCO by Cell Size

　　　　(small consumer-use/medium-to-large)(Volume：2016～2020)

　　　　Table　Trend in high-voltage compatible LCO of major LCO players(2020)

　　1-4-3　Transition of the Shares of LCO manufactures

　　　　Table　Cathode Material for LiB LCO Global Market Size

　　　　Market Share by Manufacturer(Volume：2016-2020)

　　　　Table　Cathode Material for LiB LCO Global Market Size

　　　　Maker Share by Manufacturer(Value：2016－2020)

　　1-4-4　Transition of Production capacity of major LCO 

　　　　 manufactures

　　　　Table　Transition of production Base and annual Production 

　　　　capacity of Major LCO Manufacturers①～②

1-5　LFP Market

　　1-5-1　Overveiw of the LFP market

　　　　Table　Global Market Size of LFP(Volume/Value：2016-2025 Forecast)

　　1-5-2　LFP Shipping trends of Each Cell size

　　　　(Small format LiB/Mid-to-Large format LiB)

　　　　Table　Global Market Size of LCO by Cell Size

　　　　(small consumer-use/medium-to-large)(Volume：2016～2020)

　　1-5-3　Major LFP manufacturers trends 

　　1-5-4　Trasition of Production capacity of major LFP 

　　　　 manufactures

　　　　Table　Transition of production Base and annual Production 

　　　　capacity of Major LFP Manufacturers

1-6　LMO market

　　1-6-1　Overveiw of the LMO market

　　　　Table　Global Market Size of LMO(Volume/Value：2016-2025 Forecast)

　　1-6-2　LMO Shipping trends of Each Cell size

　　　　(Small format LiB/Mid-to-Large format LiB)

　　　　Table　Global Market Size of LMO by Cell Size

　　　　(small format LiB/Mid-to-Large format LiB)(Volume：2016～2020)

　　1-6-3　Major LMO manufacturers trends

　　1-6-4　Trasition of Production capacity of major LMO 

　　　　 manufactures

　　　　Table　Transition of production Base and annual Production 

　　　　capacity of Major LMO Manufacturers

Chapter 2　Trends and Strategies by Cathode Material Manufacturers

2-1　Xiamen Tungsten

　　(1)Shipping　trends

　　　　Table　Xiamen Tungsten Shipment Volume of Cathode Materials

　　　　Table　Xiamen Tungsten Shipment Value of Cathode Materials

　　(2)Production base/Capacity trends

　　　　Table　Xiamen Tungsten Production Base・Production Capacity of

　　　　 Cathode Materials

　　(3)R&D/Products trends

　　　　Table　High-Ni Cathode R&D roadmap by Xiamen Tungsten

2-2　Sumitomo Metal Mining

　　(1)Shipping　trends

　　　　Table　Sumitomo Metal Mining Shipment Volume of Cathode Materials

　　　　Table　Sumitomo Metal Mining Shipment Value of Cathode Materials

　　(2)Production base/Capacity trends

　　　　Table　Sumitomo Metal Mining Production Base・Production 

　　　　Capacity of Cathode Materials

2-3　NICHIA

　　(1)Shipping　trends

　　　　Table　NICHIA Shipment Volume of Cathode Materials

　　　　Table　NICHIA Shipment Value of Cathode Materials

　　(2)Production base/Capacity trends

　　　　Table　NICHIA Production Base・Production Capacity of Cathode 

　　　　Materials

2-4　Umicore

　　(1)Shipping　trends

　　　　Table　Umicore Shipment Volume of Cathode Materials

　　　　Table　Umicore Shipment Value of Cathode Materials

　　(2)Production base/Capacity trends

　　　　Table　Umicore Production Base・Production Capacity of Cathode Materials

　　(3)R&D/Products trends

2-5　Hunan Shanshan Advanced Materials

　　(1)Shipping　trends

　　　　Table　Hunan Shanshan Shipment Volume of Cathode Materials

　　　　Table　Hunan Shanshan Shipment Value of Cathode Materials

　　(2)Production base/Capacity trends

　　　　Table　Hunan Shanshan Production Base・Production Capacity of

　　　　 Cathode Materials

2-6　Ecopro

　　(1)Shipping　trends

　　　　Table　Ecopro Shipment Volume of Cathode Materials

　　　　Table　Ecopro Shipment Value of Cathode Materials

　　(2)Production base/Capacity trends

　　　　Table　Ecopro Production Base・Production Capacity of Cathode 

　　　　Materials

　　(3)R&D/Products trends

　　　　Table　CSG characteristics

2-7　Beijing Easpring Material Technology

　　(1)Shipping trends

　　　　Table Easpring Shipment Volume of Cathode Materials

　　　　Table Easpring Shipment Value of Cathode Materials

　　(2)Production base/Capacity trends

　　　　Table Easpring Production Base・Production Capacity of Cathode Materials

　　　　Table Easpring Production Base・Production Capacity of Precursors

　　(3)R&D/Products trends

2-8　Pulead Technology Industry

　　(1)Shipping trends

　　　　Table Pulead Shipment Volume of Cathode Materials

　　　　Table Pulead Shipment Value of Cathode Materials

　　(2)Production base/Capacity trends

　　　　Table Pulead Production Base・Production Capacity of Cathode Materials

　　(3)R&D/Products trends

　　　　Table Example of LFP cathode material lineup of Pulead

2-9　L&F

　　(1)Shipping　trends

　　　　Table L&F Shipment Volume of Cathode Materials

　　　　Table L&F Shipment Value of Cathode Materials

　　(2)Production base/Capacity trends

　　　　Table L&F Production Base・Production Capacity of Cathode Materials

2-10　Tanaka Chemical Corporation

　　(1)Shipping trends

　　　　Table Tanaka Chemical Shipment Volume of Precursors

　　　　Table Tanaka Chemical Shipment Volume of Cathode Materials

　　　　Table Tanaka Chemical Shipment Value of Cathode Materials

　　(2)Production base/Capacity trends

　　　　Table Tanaka Chemical Production Base and Production Capacity of

　　　　 Cathode Materials

　　(3)R&D/Products trends

2-11　SUMITOMO OSAKA CEMENT

　　(1)Shipping trends

　　　　Table Sumitomo Osaka Cement Shipment Volume of Cathode Materials

　　(2)Production base/Capacity trends

　　　　Table Sumitomo Osaka Cement Production Base and Production 

　　　　Capacity of Cathode Materials

　　(3)R&D/Products trends

Anode market

Chapter 1　Anode Material Market trends

1-1　Overall trend of Anode market

　　1-1-1　Overall trend of Anode market

　　　　Table　Global Market Size of Anode Materials for LiBs by 

　　　　Material Type (Volume：2016～2025)

　　　　Table　Global Market Size of Anode Materials for LiBs by 

　　　　Material Type (Value：2016～2025)

　　　　Table　Price Range of Anode Materials for LiBs

　　　　(small consumer-use/mid-to-large cells)

　　1-1-2　Anode market trend by cell size

　　　　Table　Global Market Size of LiB Anode Materials for LiBs by Cell Size

　　　　(small /mid-to-large：Automotive/ESS)

　　　　(Volume：2016-2025)

　　　　Table　Global Market Size of LiB Anode Materials for LiBs by Cell Size

　　　　(small /mid-to-large：Automotive/ESS)

　　　　(Value：2016-2025)

　　1-1-3　Product Development Trends of LiB Anode Materials

　　1-1-4　Transition of the Shares of Anode Material Manufactures

　　　　Table　Market Share of LiB Anode Materials by Manufacturer

　　　　(Volume：2016～2020)

　　　　Table　Market Share of LiB Anode Materials by Manufacturer

　　　　(Value：2016～2020)

　　　　Table　Major Manufacturers of Anode Materials

　　1-1-5　Anode market share by countries

　　　　Table　Market Share of Anode Materials by Country

　　　　(Volume：2016～2020)

　　　　Table　Market Share of Anode Materials by Country

　　　　(Value：2016～2020)

　　1-1-6　Production capacity transition by major anode manufactures

　　　　Table　Transition of production bases and annual production 

　　　　capacity of Major Anode Material Manufacturers①～②

1-2　Graphite-based Anode Material Market

　　1-2-1　Oveviewl of the graphite-based anode material market

　　　　Table　Global Market Size of Graphite Anode Materials for LiBs

　　　　(Volume：2016～2025 forecast)

　　　　Table　Global Market Size of Graphite Anode Materials for LiBs

　　　　(Value：2016～2025 forecast)

　　1-2-2　Graphite-based anode Shipping trends of Each cell size

　　　　(small cells/mid-to-large cells)

　　　　Table　Global Market Size of Graphite Anode Materials by Cell Size

　　　　(Small format LiB/Mid-to-Large format LiB)

　　　　(Volume：2016～2020)

　　1-2-3　Transition of the Share of Graphite-based 

　　　　Anode manufacturers

　　　　Table　Global Market Size of Graphite Anode Materials 

　　　　(Natural+Artificial) 

　　　　for LiBs and Market Share by manufacturer(Volume: 2016～2020)

　　　　Table　Global Market Size of Graphite Anode Materials 

　　　　(Natural+Artificial)

　　　　for LiBs and Market Share by manufacturer(Volume: 2016～2020)

　　　　Table　Global Market Size of Natural Graphite Anode Materials for 

　　　　LiBs and Market Share by manufacturer(Volume：2016～2020)

　　　　Table　Global Market Size of Natural Graphite Anode Materials for 

　　　　LiBs and Market Share by manufacturer(Value：2016～2020)

　　　　Table　Global Market Size of Synthetic Graphite Anode Materials

　　　　for LiBs and Market Share by manufacturer(Volume：2016～2020)

　　　　Table　Global Market Size of Synthetic Graphite Anode Materials

　　　　for LiBs and Market Share by manufacturer(Value：2016～2020)

　　1-2-4　Transition of Production Capacity of Major Graphite-based Anode 

　　　　manufactures

　　　　Table　Transition of production bases and annual production 

　　　　capacity of Major graphite-based anode Material Manufacturers①～②

1-3　Carbon/LTO/Si-based Anode Material Market

　　1-3-1　Overviewl of the Carbon/LTO/Si-based Anode Market

　　　　Table　Global Market Size of Carbon-based/LTO/Si-based Anode 

　　　　Materials for LiBs(Volume：2016～2025 forecast)

　　　　Table　Global Market Size of Carbon-based/LTO/Si-based Anode 

　　　　Materials for LiBs(Value：2016～2025 forecast)

　　1-3-2　Trends and Production Capacity of Carbon/LTO/Si-based Anode 

　　　　Material manufactures

　　　　Table　Starus of manufacturers entering the carbon-based Anode 

　　　　Material market

　　　　Table　Starus of manufacturers entering the LTO Anode Material market

　　　　Table　Starus of manufacturers entering the si-based Anode 

　　　　Material market

Chapter 2　Trends and Strategies by Anode Material Manufacturers

2-1　BTR New Energy Materials

　　(1)Shipping trends

　　　　Table　BTR Shipment Volume of Anode Materials

　　　　Table　BTR Shipment Value of Anode Materials

　　(2)Production base/Capacity trends

　　　　Table　BTR Transition of production Base and production 

　　　　Capacity of Anode Materials of BTR

　　(3)R&D/Product trends

2-2 Jiangxi Zichen Technology 

　　(1)Shipping trends

　　　　Table　Zichen Shipment Volume of Anode Materials

　　　　Table　Zichen Shipment Value of Anode Materials

　　(2)Production base/Capacity trends

　　　　Table　Transition of production Base and production Capacity of 

　　　　Anode Materials of Zichen

　　(3)R&D/Product trends

2-3　Shanghai Shanshan Tech

　　(1)Shipping trends

　　　　Table　Shanghai Shanshan Shipment Volume of Anode Materials

　　　　Table　Shanghai Shanshan Shipment Value of Anode Materials

　　(2)Production base/Capacity trends

　　　　Table　Transition of production Base and production Capacity of

　　　　Anode Materials of ShanShan

　　(3)R&D/Product trends

2-4 Dongguan Kaijin New Energy Technology

　　(1)Shipping trends

　　　　Table　Kaijin Shipment Volume of Anode Materials

　　　　Table　Kaijin Shipment Value of Anode Materials

　　(2)Production base/Capacity trends

　　　　Table　Transition of production Base and production Capacity of 

　　　　Anode Materials of Kaijin

　　(3)R&D/Product trends

　　　　Table　Reference specs of anode material major 4 Grades of Kaijin

2-5　Showa Denko Materials

　　(1)Shipping trends

　　　　Table　Showa Denko Materials Shipment Volume of Anode Materials

　　　　Table　Showa Denko Materials Shipment Value of Anode Materials

　　(2)Production base/Capacity trends

　　　　Table　Transition of production Base and production Capacity of 

　　　　Anode Materials of Showa Denko Materials

　　(3)R&D/Product trends

　　　　Table　Anode material lineup up Showa Denko Materials

2-6 POSCO CHEMICAL

　　(1)Shipping trends

　　　　Table　POSCO CHEMICAL Shipment Volume of Anode Materials

　　　　Table　POSCO CHEMICAL Shipment Value of Anode Materials

　　(2)Production base/Capacity trends

　　　　Table　Transition of production Base and production Capacity of 

　　　　Anode Materials of POSCO CHEMICAL

　　(3)R&D/Product trends

　　　　Table　Reference specs of anode material major 4 Grades of 

　　　　POSCO CHEMICAL

2-7 Shenzhen XFH Technology

　　(1)Shipping trends

　　　　Table　XFH Shipment Volume of Anode Materials

　　　　Table　XFH Shipment Value of Anode Materials

　　(2)Production base/Capacity trends

　　　　Table　Transition of production Base and production Capacity of 

　　　　Anode Materials of XFH

　　(3)R&D/Product trends

　　　　Table　Reference specs of anode material major 5 grades of XFH

2-8 Mistubishi Chemical

　　(1)Shipping trends

　　　　Table　Mistubishi Chemical Shipment Volume of Anode Materials

　　　　Table　Mistubishi Chemical Shipment Value of Anode Materials

　　(2)Production base/Capacity trends

　　　　Table　Transition of production Base and production Capacity of 

　　　　Anode Materials of Mitsubishi Chemical

　　(3)R&D/Product trends

Electrolytes / Salts market

Chapter 1　Electrolytes / Salts market trends

1-1　Electrolytes / Salts market trends

　　1-1-1　Overall trend of Electrolytes market

　　　　Table　Global Market Size for LiB Electrolytes

　　　　 (Volume/Value：2016-2025 Forecast)

　　　　Table　Global Market Size for LiB Salts

　　　　 (Volume/Value：2016-2025 Forecast)

　　1-1-2　Electrolytes market trend by cell size

　　　　Table　Global Market Size of LiB Electrolytes by cell Size

　　　　 (Small / mid-to-Large : Automotive, ESS)(Volume: 2016～2025)

　　　　Table　Global Market Size of LiB Electrolytes by cell Size

　　　　 (Small / mid-to-Large : Automotive, ESS)(Value: 2016～2025)

　　1-1-3　Electrolyte/Salt(Additives) Product Trends

　　1-1-4　Price trend of Electrolytes and Salts

　　　　Table　Reference Price Range of Electrolyte for Small /

　　　　 Large Format LiB

　　　　Table　Reference Price Range of Salts for LiB

　　1-1-5　Electrolytes market share by manufactures

　　　　Table　Global market Share of LiB Electrolyte by Manufacturers

　　　　(Volume : 2016-2020)

　　　　Table　Global market Share of LiB Electrolyte by Manufacturers 

　　　　(Value : 2016-2020)

　　1-1-6　Salts market share by manufactures

　　　　Table　LiB Salt Market Share by Manufacturers

　　　　(Volume : 2016-2020)

　　　　Table　LiB Salt Market Share by Manufacturers

　　　　(Value : 2016-2020)

　　　　Table　LiB Salt Manufacturers others breakdown(Volume:2020)

　　1-1-7　Supply chain of Electrolytes and Salts manufactures

　　　　Table　Reference ：Supply chain list of Electrolyte /Saltsmanufacturer (2020)

　　　　Table　Reference ：Supply chain list of Consumer small LiB cell ／

　　　　Electrolyte manufacture (2020)

　　　　Table　Reference ：Supply chain list of Midto-Large

　　　　(vehicle, ESS) LiB cell ／Electrolyte manufacturer (2020)

　　1-1-8　Electrolytes/Salts market share by countries

　　　　Table　Global market Share of LiB Electrolyte by Country

　　　　(volume : 2016-2020)

　　　　Table　Global market Share of LiB Electrolyte by Country

　　　　(value: 2016-2020)

　　　　Table　Global market Share of LiB Salt by Country

　　　　(volume : 2016-2020)

　　　　Table　Global market Share of LiB Salt by Country

　　　　(value: 2016-2020)

　　1-1-9　Production capacity transition by major electrolyte

　　　　 manufactures

　　　　Table　List of major Electrolyte manufacturers production bases

　　　　 and annual production capacity changes①～④

　　1-1-10　Production capacity transition by major salts

　　　　 manufactures

　　　　Table　List of major LiB Salts manufacturers production bases

　　　　 and annual production capacity changes①、②

Chapter 2　Trends and Strategies by Electrolytes/Salts manufactures

2-1 Guangzhou Tinci Materials Technology

　　(1)Shipping trends

　　　　Table　Tinci Materials Shipment Volume of LiB Electrolyte

　　　　Table　Tinci Materials Shipment Value of LiB Electrolyte

　　(2)Production base/Capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Tinci Materials

　　(3)R&D/Products trends

2-2 Shenzhen Capchem Technology

　　(1)Shipping trends

　　　　Table　Capchem Shipment Volume of LiB Electrolyte

　　　　Table　Capchem Shipment Value of LiB Electrolyte

　　(2)Production site/Capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Capchem

　　(3)R&D/Products trends

2-3 Zhangjiagang Guotai Huarong Chemical New Material

　　(1)Shipping trends

　　　　Table　Zhangjiagang Guotai Shipment Volume of LiB Electrolyte

　　　　Table　Zhangjiagang Guotai Shipment Value of LiB Electrolyte

　　(2)Production site/Capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Zhangjiagang Guotai

　　(3)R&D/Products trends

2-4 MU Ionic Solutions Corporation

　　(1)Shipping trends

　　　　Table　Mitsubishi Chemical Shipment Volume of LiB Electrolyte

　　　　Table　Mitsubishi Chemical Shipment Value of LiB Electrolyte

　　　　Table　Ube Shipment Volume of LiB Electrolyte

　　　　Table　Ube Shipment Value of LiB Electrolyte

　　(2)Production site/Capacity

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of MUIS

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of MCC

　　(3)R&D/Products trends

2-5 Dongguan Shanshan Battery Material

　　(1)Shipping trends

　　　　Table　Dongguan Shanshan Shipment Volume of LiB Electrolyte

　　　　Table　Dongguan Shanshan Shipment Value of LiB Electrolyte

　　(2)Production site/Capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Dongguan Shanshan

　　(3)R&D/Products trends

2-6 Central Glass

　　(1)Shipping trends

　　　　Table　Central Glass Shipment Volume of LiB Electrolyte

　　　　Table　Central Glass Shipment Value of LiB Electrolyte

　　(2)Production site/Capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Central Glass

2-7 ENCHEM

　　(1)Shipping trends

　　　　Table　ENCHEM Shipment Volume of LiB Electrolyte

　　　　Table　ENCHEM Shipment Value of LiB Electrolyte

　　(2)Production site/Capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Enchem

　　(3)R&D/Products trends

2-8 Soulbrain

　　(1)Shipping trends

　　　　Table　Soulbrain Shipment Volume of LiB Electrolyte

　　　　Table　Soulbrain Shipment Value of LiB Electrolyte

　　(2)Production site/Capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Soulbrain

　　(3)R&D/Products trends

2-9 Dongwha Electrolyte

　　(1)Shipping trends

　　　　Table　Dongwha Electrolyte Shipment Volume of LiB Electrolyte

　　　　Table　Dongwha Electrolyte Shipment Value of LiB Electrolyte

　　(2)Production site/Capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Dongwha Electrolyte

　　(3)R&D/Products trends

2-10 Do-Fluoride Chemicals

　　(1)Shipping trends

　　　　Table　DFD Shipment Volume of LiB Salts

　　　　Table　DFD Shipment Value of LiB Salts

　　　　Table　DFD group companies

　　(2)Production site/Capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of DFD

　　(3)R&D/Products trends

2-11 Morita New Energy Materials 

　　(1)Shipping trends

　　　　Table　Morita New Energy Materials Shipment Volume of LiB Salts

　　　　Table　Morita New Energy Materials Shipment Value of LiB Salts

　　(2)Production site/Capacity

　　　　Table　Morita New Energy Materials Production Bases and

　　　　 Changes in Production Capacity for LiB Salts

2-12 Foosung

　　(1)Shipping trends

　　　　Table　Foosung Shipment Volume of LiB Salts

　　　　Table　Foosung Shipment Value of LiB Salts

　　(2)Production site/Capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Foosung

　　(3)R&D/Products trends

　　　　Table　Foosung Production Bases and Changes in Production

　　　　 Capacity for addictives

2-13 Kanto Denka Kogyo

　　(1)Shipping trends

　　　　Table　Kanto Denka Kogyo Shipment Volume of LiB Salts

　　　　Table　Kanto Denka Kogyo Shipment Value of LiB Salts

　　(2)Production site/Capacity trends

　　　　Table　Kanto Denka Kogyo Production Bases and Changes in Production

　　　　 Capacity for LiB Salts

2-14 STELLA CHEMIFA

　　(1)Shipping trends

　　　　Table　STELLA CHEMIFA Shipment Volume of LiB Salts

　　　　Table　STELLA CHEMIFA Shipment Value of LiB Salts

　　(2)Production site/Capacity

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of STELA CHEMIFA

　　(3)R&D/Products trends

Separator market

Chapter 1　Separator market trends

1-1　Separator market trend

　　1-1-1　Overall trend of Separator market

　　　　Table　Global LiB Separator Market Size (2016～2025 forecast)

　　1-1-2　Separator market trends of Each cell size

　　(small cells/mid-to-largecells)

　　　　Table　Global Market Size of LiB Separator by Cell Size

　　　　(small / mid-to-large: Automotive, ESS)(Voluem: 2016～2025)

　　　　Table　Global Market Size of LiB Separator by Cell Size

　　　　(small / mid-to-large: Automotive, ESS)(Value: 2016～2025)

　　1-1-3　LiB Separator Product trends

　　　　Table　Descriptions of “Wet” and “Dry” LiB Separators 

　　　　Table　Separator demand trends by Application (2020)

　　1-1-4　LiB Separator Product trends(coating separator)

　　　　Table　Examples of Coated Separator for Small and Large Format LiB

　　　　Table　Reference:List of Product Lineups of Major Separator

　　　　 Manufacturers in the world (2020)

　　1-1-5　LiB Separator Product trends(intellectual property)

　　1-1-6　Transition of the Separator Market scale of Each cell type

　　(Small/mid-to-large cells,coating/non-coating)

　　　　Table　LiB Separator coating ratio by small/mid-to-large

　　　　(Vehicle/ESS)Global market size transition

　　　　(Volume：2016～2025 forecast)

　　1-1-7　Price trend of Separator

　　　　Table　Reference Price Range of Separators for Small and

　　　　 Large-sized LiBs(2016～2020)

　　1-1-8　Transition of the share of Separator manufacturers

　　　　Table　LiB separator market share by manufacturer(Volume)

　　　　Table　LiB separator market share by manufacturer(Value)

　　　　Table　Reference:Small LiB cell manufacturer/Separator

　　　　 Manufacturer supply chain list (2020)

　　　　Table　Reference:medium and large LiB cell manufacturer/Separator

　　　　 Manufacturer supply chain list (2020)

　　1-1-9 Separator market share by countries

　　　　Table　LiB separator market share by country (Volume:2016～2020)

　　　　Table　LiB separator market share by country (Value:2016～2020)

　　1-1-10 Transition of Production capacity of major separator

　　　　 manufactures

　　　　Table　Transition of production bases and annual production

　　　　 capacity of major separator manufacturers①、②

Chapter 2　Trend and Strategies by Separator manufacturers

2-1　Shanghai Energy New Materials Technology

　　(1)Shipping trends

　　　　Table　Shanghai Energy New Materials Technology Shipment

　　　　 Volume of Separators

　　　　Table　Shanghai Energy New Materials Technology Shipment

　　　　 Value of Separators

　　(2)Production base/Capacity trends

　　　　Table　Transition of production bases and production

　　　　 capacity of separators of Shanghai Energy

　　　　Table Transition of production bases and production

　　　　 capacity of separators of Shanghai Energy group companies

　　(3)R&D/Products trends

2-2　Asahi Kasei

　　(1)Shipping trends

　　　　Table　Asahi Kasei Hipore™ Shipment Volume/Value of Separators

　　　　Table　Polypore Celgard® Shipment Volume/Value of Separators

　　(2)Production base/Capacity trends

　　　　Table　Transition of production bases and production capacity of

　　　　 separators of Asahi Kasei "HiporeTM" and Polypore "Celgard®"

2-3 Shenzhen Senior Technology Material

　　(1)Shipping trends

　　　　Table　Shenzhen Senior Technology Material Shipment Volume of

　　　　 Separators

　　　　Table　Shenzhen Senior Technology Material Shipment Value of

　　　　 Separators

　　(2)Production site/Capacity trends

　　　　Table　Transition of production bases and production capacity of

　　　　 separators of Senior

　　　　Table　Transition of production bases and production capacity of

　　　　 coating separators of Senior

　　(3)R&D/Products trends

2-4 Toray Industries

　　(1)Shipping trends

　　　　Table　Toray Shipment Volume of Separators

　　　　Table　Toray Shipment Value of Separators

　　(2)Production site/Capacity trends

　　　　Table　Transition of production bases and production capacity of

　　　　 separators of Toray

　　(3)R&D/Products trends

　　　　Table　Toray SETELA product lineup (including developed products)

2-5 SK ie Technology

　　(1)Shipping trends

　　　　Table　SKIT Shipment Volume of Separators

　　　　Table　SKIT Shipment Value of Separators

　　(2)Production base/Capacity trends

　　　　Table Transition of production bases and production capacity of

　　　　 separators of SKIET

　　(3)R&D/Products trends

　　　　Table　SKIET Separator product Lineup

2-6 W-SCOPE

　　(1)Shipping trends

　　　　Table　W-SCOPE Shipment Volume of Separators

　　　　Table　W-SCOPE Shipment Value of Separators

　　(2)Production site/Capacity trends

　　　　Table　Transition of production bases and production capacity of

　　　　 separators of W-SCOPE

　　(3)R&D/Products trends 

　　　　Table　W-SCOPE Separator puroduct Lineup

2-7 Sumitomo Chemical

　　(1)Shipping trends

　　　　Table　Sumitomo Chemical Shipment Volume of Separators

　　　　Table　Sumitomo Chemical Shipment Value of Separators

　　(2)Production site/Capacity treds

　　　　Table　Sumitomo Chemical Production Base/Production Capacity of Separators

　　(3)R&D/Products treds

2-8 Cangzhou Mingzhu Plastic

　　(1)Shipping trends

　　　　Table　Cangzhou Mingzhu Shipment Volume of Separators

　　　　Table　Cangzhou Mingzhu Shipment Value of Separators

　　(2)Production site/Capacity treds

　　　　Table　Cangzhou Mingzhu Production Base/Production Capacity of Separators

2-9 Ube Maxell

　　(1)Shipping trends

　　　　Table　Ube Maxell Shipment Volume of Separators

　　　　Table　Ube Maxell Shipment Value of Separators

　　(2)Production site/Capacity

　　　　Table　Ube Maxell Production Base/Production Capacity of Separators

　　(3)R&D/Products trends

　　　　Table　Ube Maxell Separator Product lineup

2-10 Teijin

　　(1)Shipping trends

　　(2)Production site/Capacity

　　　　Table　Teijin Production Base/Production Capacity of Coated Separators

　　(3)R&D/Products

　　　　Table　Teijin LIELSORT® Product Lineup

Appendix

LiB market trends

①LiB for Mobile/IT Market

　　Table　Trends and Forecast of LiB for Mobile/IT,etc

　　(Capacity :CY2016～CY2025,)

　　Table　Trends and Forecast of LiB for Mobile/IT,etc

　　(Capacity :CY2016～CY2025,)

　　(Cylindrical,Prismatic,Laminated/Pouch)

②LiB for xEV Market

　　Table　Trends and Forecast of Global LiB Market by xEV Type

　　(Capacity: 2016～2025, 2030)

　　Table　Trends and Forecasts of LiB for xEV by battery type

　　(Cylindrical,Prismatic,Laminated/Pouch)

　　(Capacity:2016～2025, 2030)

부동산테크, 부동산 - 2021년판 부동산 테크 시장의 실태와 전망/야노경제연구소

 <일본시장조사보고서>2021년판 부동산 테크 시장의 실태와 전망(일본어판)

(일본어목차)2021年版 不動産テック市場の実態と展望

자료코드: C63100500 / A4 426p / 2021. 07. 28

부동산 업계는 서류작업이나 집을 보는 등 시간이 걸리는 업무가 많을 뿐 아니라 소비자에게 부동산 시장의 폐쇄성을 배경으로 정보의 비대칭성이 존재하는 등 많은 과제를 안고 있다. 그런 가운데 이러한 과제를 테크놀로지를 활용해 극복하고자 스타트업과 타업종의 플레이어가 부동산 시장에 적극적으로 뛰어들고 있다. 이에 부동산 테크 시장과 플레이어의 대응 상황 등을 정리해 향후를 전망하는 것을 목적으로 본서를 작성하였다.

​ 

◆조사개요

조사목적: 부동산 테크를 전개하는 주요 플레이어에 대한 청취조사 및 문헌조사 등을 토대로 부동산 테크 시장의 실태와 장래성을 분석해 향후 전망을 정리하였습니다. 본 자료가 당 업계를 비롯한 관련 업계 각처의 참고자료로서 도움이 되는 것을 목적으로 작성하였다.

조사대상: 부동산 테크를 전개하는 주요 플레이어

조사방법: 전문조사원의 직접면접취재. 공표 데이터 수집 및 문헌조사

조사기간: 2021년 4월~2021년 7월

◆자료 포인트

• 부동산 업계의 밸류체인을 횡단적으로 망라한 마케팅 보고서

• 부동산 업계의 밸류체인 영역별 마켓 동향 등을 분석

• 유력 사업자와 새로운 비즈니스 모델로 참여하는 스타트업 등 주목 사업자의 동향을 게재

• 향후 트렌드, 방향성 등의 파악에 기여

• 지난 리포트와의 차이: 대기업 유력 사업자와 성장이 두드러진 사업자 외에 새로운 비즈니스 모델로 신규 참여하는 스타트업의 동향 등을 게재

리서치 내용

조사결과 포인트

1. 시장 동향

2. 장래 전망

제1장 부동산 업계의 과제와 부동산 테크에 대한 일본의 움직임

1. 부동산 업계의 과제와 부동산 테크에 대한 일본의 움직임

2. 부동산 영역에서의 블록체인에 관한 동향

제2장 부동산 테크 시장 현황

1. 부동 산테크 시장 현황

제3장 유력 참여 플레이어의 실태

< B to C >

◆미디어

◆매칭

◆설계·시공

◆주택융자

◆셰어링

<스페이스>

<코리빙>

< B to B >

◆매칭

◆업무지원

<업무지원>

<업무지원_가격사정>

◆VR · AR

◆IoT

<스마트록>

파워어시스트슈트, PAS - 2021 파워 어시스트 슈트의 가능성과 장래성/야노경제연구소

 <일본시장조사보고서>2021 파워 어시스트 슈트의 가능성과 장래성(일본어판)

(일본어목차)2021 パワーアシストスーツの可能性と将来性

자료코드: C63102600 / A4 151p / 2021. 07. 28

기대되지만 좀처럼 보급되고 있다는 실감이 나지 않는 파워 어시스트 슈트 시장의 현황을 파악하고 과제·문제점을 고찰하는 동시에 장래를 전망한다.

◆기획취지

조사목적: 파워 어시스트 슈트를 대상으로 참여기업의 대응 실태와 개발 동향, 사업화 플랜, 수요 전망 등을 파악하는 동시에 이를 베이스로 파워 어시스트 슈트의 가능성을 좇아 과제와 장래성을 고찰한다.

조사대상처: 일본의 파워 어시스트 슈트 메이커와 판매원, 그 연구개발에 대응하는 기업, 관련 단체, 관계 부처 등

조사방법: 연구원이 직접 또는 Web 취재를 통한 정보수집을 중심으로 전화 취재, 공표된 자료와 데이터, 문헌, 연구성과 등을 참고로 하였다

조사기간: 2021년 4월~2021년 7월

◆자료 포인트

• 기대되지만 좀처럼 보급되고 있다는 실감이 나지 않는 파워 어시스트 슈트. 제품 사양은 구동 타입, 목적(기능)에 따라 크게 다르다. 실태에 맞는 현황 파악과 장래 전망을 위해서 타입별, 목적별로 고찰하였다

• 신규 참여와 신제품 투입은 지속적으로 나오고 있으며 파워 어시스트 슈트에 주력하는 기업은 줄어들지 않고 있다.

• 기능 추구에 특화된 제1세대에 대해서 제품 사양과 사용의 용이성, 가격 등을 재검토한 제2세대 제품도 나오기 시작하고 있다. 특히 ATOUN, 이노피스, 제이텍트 신제품에 주목

• 분명히 파워 어시스트 슈트 시장은 프로덕트 아웃에서 마켓 인으로 전환되고 있다. 사용자를 고려한 제품과 기업이야말로 앞으로의 시장을 견인하고 보급을 담당한다

• 지난 리포트와의 차이: 파워 어시스트 슈트를 구동 타입과 목적(기능)으로 나누어 각각 점유율과 과제 등을 고찰

리서치 내용

조사결과 포인트

제1장 파워 어시스트 슈트 시장의 현황

1. 신규 진출도 계속적으로 발생해 증가 경향에 있는 참여기업

2. 구동 타입별 총 시장규모 추이

3. 목적별 PAS 총 시장규모 추이

4. PAS 시장 전체의 메이커 점유율 추이

제2장 구동 타입별 파워 어시스트 슈트 시장 동향

1. Active 타입 PAS 시장 현황

2. Passive 타입 PAS 시장 현황

제3장 목적별 파워 어시스트 슈트 시장 동향

1. 보행지원 목적 PAS 시장 현황

2. 자세유지 및 들어올리기 지원 목적 PAS 시장의 현황

3. 상완지지 목적 PAS 시장 현황

제4장 주목 참여기업의 대응 실태

1. 어시스트모션(주)

2. (주)에이툰(아토운)

3. 알켈리스(주)

4. (주)이노피스

5. (주)카지

6. (주)제이텍트

7. 다이아공업(주)

8. 파워어시스트인터내셔널(주)

5장 파워 어시스트 슈트의 가능성과 장래성

1. Active 타입의 시장 확대 열쇠가 될 신제품. 적극적인 ATOUN과 제이텍트에 주목

2. 작업지원 목적이 시장 확대를 견인. 좋든 나쁘든 이노피스가 열쇠를 쥐고 있는 Passive 타입

3. 상완지지 목적도 용도 확대의 핵심. 단, Active 타입과 Passive 타입은 다르다

4. Active 타입과 Passive타입 모두 2세대 신제품이 시장 확대의 포인트가 된다

5. 시장규모는 견조하게 확대할 것으로 예측. 단, 메이커의 진가가 문제되어 성장과 쇠퇴로 양극화