Global Market for Lithium-Ion Batteries - Forecast, Trends & Opportunities 2014-2020

  • ID: 2904215
  • Report
  • Region: Global
  • 240 Pages
  • Taiyou Research
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FEATURED COMPANIES

  • Asahi Kasei
  • EnerDel
  • Hitachi
  • LG Chem
  • Panasonic
  • TDK Corporation
  • MORE
The global market for lithium ion batteries is a fast growing one and is expected to cross $30 billion by 2020. It continues to advance as high power and high capacity cells increase penetration into large-format applications. Vying for market adoption, the lithium-ion chemistry competes heavily with established energy storage technologies, such as lead acid, in many of these applications. However, key performance characteristics have enabled lithium-ion to increase market penetration, resulting in growth opportunities.

Currently most lithium-ion batteries are used in consumer electronic devices like mobile phones and notebook PCs. However, moving forward expansion is likely for automotive products used in Electric Vehicles and in storage applications.

Lithium-ion batteries for storage have come into the spotlight due to the electricity supply issues resulting from the eastern Japan earthquake and the global efforts to embrace smart grids. With domestic and overseas lithium-ion battery makers entering the markets for storage systems, the market for lithium-ion batteries for storage is beginning to take off. However, currently the storage market is in its infancy, so market growth will take time.

TDK Corporation, Samsung SDI Co. Ltd., LG, Panasonic, Hitachi, are some the biggest players in the industry. In recent years in the consumer electronics market, South Korean firms have been aggressively winning market share thanks to the weak won and impressive cost competitiveness. In contrast, Japanese and Chinese firms have struggled. With the market getting more competitive, a succession of Japanese firms in particular has been pushing production shifts to China.

This research presents an analysis of the Global Market for Lithium-Ion Batteries. The report covers the following:

- An understanding of what lithium-ion batteries are is included to set the stage for understanding the importance of such advanced batteries in the global battery market. We analyze the structure of lithium-ion batteries, the materials used such as cathode materials, anode materials, separators, amongst others. Manufacturing processes and performance analysis as compared with other storage types is also included.

- An analysis of the global Lithium-Ion Battery market includes an industry overview, analysis of the supply-demand scenario, industry segmentation by automotive lithium-ion batteries, storage batteries, and lithium-ion batteries used in consumer electronics. A look at the industry structure and trends in technology completes this section.

- An analysis of the major battery materials used such as cathode and anode materials, electrolytic solutions and separators is included. We also analyze the market share of the various players involved in the production of battery materials.

- An analysis of the key markets where lithium-ion batteries are making waves namely China, Japan, South Korea, and the United States. For each market, we analyze the industry through the various industry segments as well.

- A look at the various growth factors and industry barriers includes an analysis of the declining profit margins of the lithium-ion battery industry, the growth potential of the automotive lithium-ion battery segment and the storage battery segment, amongst other factors. The rise of the Chinese battery market is analyzed in the factors as well.

- Market forecast for the global lithium-ion battery industry includes an overall industry forecast, a segment-wise forecast, a forecast for China's battery market, and an overall forecast for the major players in the industry.

- Companies such as Panasonic, Hitachi, Mitsubishi Chemical, Samsung, LG Chem, and others are analyzed through product profiles, company strategies, market outlook, investment risk analysis, company trends, financials, and a SWOT analysis.
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Note: Product cover images may vary from those shown
2 of 4

FEATURED COMPANIES

  • Asahi Kasei
  • EnerDel
  • Hitachi
  • LG Chem
  • Panasonic
  • TDK Corporation
  • MORE
1. EXECUTIVE SUMMARY
1.1 Key Takeaways
1.2 Report Coverage
1.3 Research Methodology

2. TECHNOLOGICAL KNOW-HOW
2.1 What are Lithium-Ion Batteries?
2.2 Structures of Lithium-Ion Batteries
2.3 Materials Used in Lithium-Ion Batteries
2.3.1 Cathode Materials
2.3.2 Anode Materials
2.3.3 Electrolytic Solutions
2.3.4 Separators
2.4 Manufacturing of Lithium-Ion Batteries
2.5 Lithium-Ion Batteries versus Other Storage Types
2.6 Performance Metrics of Li-Ion Batteries

3. GLOBAL MARKET FOR LITHIUM-ION BATTERIES
3.1 Industry History
3.2 Industry Overview
3.3 Industry Value by Revenues
3.4 Supply & Demand Scenario
3.5 Industry Segmentation
3.5.1 Automotive Lithium-Ion Batteries
3.5.2 Storage Batteries
3.5.3 Consumer Electronics
3.6 Industry Structure
3.7 Cost Analysis
3.8 Market for Lithium-Ion Battery Production Equipment
3.9 Trends in Advanced Battery Technologies

4. GLOBAL MARKET FOR BATTERY MATERIALS
4.1 Industry Overview
4.2 Market for Cathode Materials
4.3 Market for Anode Materials
4.4 Market for Electrolytic Solutions
4.5 Market for Separators

5. GLOBAL LITHIUM-ION BATTERY INDUSTRY ANALYSIS OF KEY MARKETS
5.1 China
5.2 Japan
5.3 South Korea

6. GROWTH DETERMINANTS AND CONSTRAINTS
6.1 Declining Profit Margins
6.2 Potential of the Automotive Lithium-Ion Battery Segment
6.3 Potential of the Storage Battery Segment
6.4 Impact of Chinese Materials on Material Manufacturers
6.5 Growing Demand for Consumer Electronics
6.6 Regulatory Boost
6.7 High Cost of Li-Ion Batteries
6.8 Supply Issues with Lithium
6.9 Safety Issues with Lithium-Ion Batteries

7. GLOBAL LITHIUM-ION BATTERY MARKET FORECAST
7.1 Industry Forecast
7.2 Segment-wise Forecast
7.2.1 Automobile Sector
7.2.2 Storage Sector
7.2.3 Consumer Electronics
7.3 Forecast for China's Battery Market
7.4 Forecast for Major Players' Performance

8. COMPANY PROFILES
8.1 Competition in the Industry
8.2 Asahi Kasei
8.2.1 Company Overview
8.2.2 Business Segments
8.2.3 Financial Analysis
8.2.4 Industry Presence
8.2.5 SWOT Analysis
8.3 Ener Del Inc
8.3.1 Company Overview
8.3.2 Business Segments
8.3.3 Financial Analysis
8.3.4 SWOT Analysis
8.4 Ener1 Inc
8.4.1 Company Overview
8.4.2 Business Segments
8.4.3 Financial Analysis
8.4.4 SWOT Analysis
8.5 GS Yuasa
8.5.1 Company Overview
8.5.2 Business Segments
8.5.3 Financial Analysis
8.5.4 Industry Presence
8.5.5 SWOT Analysis
8.6 Hitachi
8.6.1 Company Overview
8.6.2 Business Segments
8.6.3 Financial Analysis
8.6.4 Industry Presence
8.6.5 SWOT Analysis
8.7 Hitachi Chemical
8.7.1 Company Overview
8.7.2 Business Segments
8.7.3 Financial Analysis
8.7.4 Industry Presence
8.7.5 SWOT Analysis
8.8 LG Chem
8.8.1 Company Overview
8.8.2 Business Segments
8.8.3 Financial Analysis
8.8.4 Industry Presence
8.8.5 SWOT Analysis
8.9 Panasonic
8.9.1 Company Overview
8.9.2 Business Segments
8.9.3 Financial Analysis
8.9.4 Industry Presence
8.9.5 SWOT Analysis
8.10 TDK Corporation
8.10.1 Company Overview
8.10.2 Business Segments
8.10.3 Financial Analysis
8.10.4 Industry Presence
8.10.5 SWOT Analysis
8.11 Toshiba
8.11.1 Company Overview
8.11.2 Business Segments
8.11.3 Financial Analysis
8.11.4 Industry Presence
8.11.5 SWOT Analysis
8.12 Ube Industries
8.12.1 Company Overview
8.12.2 Business Segments
8.12.3 Financial Analysis
8.12.4 Industry Presence
8.12.5 SWOT Analysis
8.13 Mitsubishi Chemical
8.13.1 Company Overview
8.13.2 Business Segments
8.13.3 Financial Analysis
8.13.4 Industry Presence
8.14 Samsung SDI
8.14.1 Company Overview
8.14.2 Business Segments
8.14.3 Financial Analysis
8.14.4 Industry Presence

List of Figures

Figure 1: Basic Structure of a Lithium-Ion Battery
Figure 2: Lithium-Ion Battery Basic Working Theory
Figure 3: Shapes of Lithium-Ion Batteries
Figure 4: Major Materials for Lithium-Ion Batteries
Figure 5: Crystalline Structure of Cathode Materials for Lithium-Ion Batteries
Figure 6: Structure of Anode Materials
Figure 7: Conventional versus Sophisticated Electrolyte Solutions
Figure 8: Manufacturing Process for Separators & Structure of Wet & Dry Separators
Figure 9: Manufacturing Process of Lithium-Ion Battery
Figure 10: Manufacturing Process of Lithium-Ion Batteries: Electrolyte Processes
Figure 11: Manufacturing Process of Lithium-Ion Batteries: Round Battery Assembly Processes
Figure 12: Assembly Processes for Prismatic Batteries
Figure 13: Assembly Processes for Laminate Batteries
Figure 14: Revenues of the Global Lithium-based Battery Market (in USD Billion), 2008-2020
Figure 15: Structure of HEVs, PHEVs and EVs
Figure 16: Characteristics of Batteries used in HEVs, PHEVs, and EVs
Figure 17: Consumer Survey Suggests Current Circumstances make EV Market Penetration Difficult; Expected Driving Range for EVs
Figure 18: Consumer Survey Suggests Current Circumstances make EV Market Penetration Difficult; Charging Station Requirements
Figure 19: Consumer Survey Suggests Current Circumstances make EV Market Penetration Difficult; % Premium Respondents Willing to Pay
Figure 20: Consumer Survey Suggests Current Circumstances make EV Market Penetration Difficult; EV Purchase Price Expectations
Figure 21: Performance of Lithium-Ion Battery and the NEDO Roadmap
Figure 22: Estimate of Battery Costs: Fixed and Variable Costs Cuts Needed in Automotive
Figure 23: Automotive Li-Ion Battery Production Capacity, 2009-2015
Figure 24: Various Storage Systems
Figure 25: Global Lithium-Ion Battery Industry Structure
Figure 26: Cost of Lithium Ion Batteries (in USD per kWh), 2008-2020
Figure 27: Electric Potential and Discharge Capacity Densities of Positive Electrodes
Figure 28: Electric Potential and Discharge Capacity Densities of Negative Electrodes
Figure 29: Comparison of Positive and Negative Electrodes Future Technology Road Map
Figure 30: Conventional Li-Ion Battery (Left), Solid Ion Battery (Center) & Lithium Air Battery (Right)
Figure 31: Market Share in Consumer Electronics Li-Ion Batteries, 2008
Figure 32: Market Share in Consumer Electronics Li-Ion Batteries, 2013
Figure 33: Sales of Lithium-Ion Batteries at Panasonic, Samsung SDI, and LG Chem
Figure 34: Sales Margins of Lithium-Ion Batteries at Panasonic, Samsung SDI, and LG Chem
Figure 35: Cost Structure Comparison for Japanese and South Korean Companies
Figure 36: Alliances and Trading Relationships for Auto-Use Lithium-Ion Batteries
Figure 37: Overview of the Lithium-Ion Battery Material Market
Figure 38: Market Outlook for Four Major Materials (on Value Basis, in Yen Billion), 2007-2020
Figure 39: Market Share of Major Cathode Material Makers, 2013
Figure 40: Market Share of Major Anode Material Makers, 2013
Figure 41: Market Share for Major Electrolyte Manufacturers, 2013
Figure 42: Market Share for Major Separator Manufacturers, 2013
Figure 43: How Lithium-Ion Batteries Catch Fire
Figure 44: Li-ion Battery Demand Outlook on a Capacity Basis, 2007-2020
Figure 45: Li-ion Battery Demand Outlook on a Value Basis, 2007-2020
Figure 46: Forecast of the Lithium Ion Battery Market by Applications, 2009-2020
Figure 47: Future Expansion of the Li-Ion Battery Market by 2020
Figure 48: Li-ion Battery Shipping Prices, 2007-2020
Figure 49: Forecast of Market Size of Lithium-Ion Batteries Used in Automobiles, 2009-2020
Figure 50: Forecast of Market Units of HEV, PHEV and EV, 2009-2020
Figure 51: Capacity Demand, Unit Price of Automotive Li-ion Batteries, 2007-2020
Figure 52: Market Estimate 1 for Storage Batteries (in USD Million), 2009-2020
Figure 53: Market Estimate 2 for Storage Batteries (in USD Million), 2009-2020
Figure 54: Forecast for Lithium-Ion Batteries Used in Consumer Electronics by Application Areas (in USD Million), 2009-2020
Figure 55: Forecast for Lithium-Ion Batteries Used in Consumer Electronics by Battery Categories (in USD Million), 2009-2020
Figure 56: Market Size Forecast for China's Lithium-Ion Battery Industry (in USD Million), 2009-2020
Figure 57: PBRs for Major Manufacturers of Lithium-Ion Batteries, 2007-2012
Figure 58: PBRs for Major Manufacturers of Lithium-Ion Battery Materials, 2007-2012

List of Tables

Table 1: Comparing Major Cathode Material Technologies
Table 2: Major Anode Material Technologies
Table 3: Dry versus Wet Separators
Table 4: Comparing the Major Technologies for Storage Device
Table 5: Development of Lithium-Ion Battery
Table 6: Revenues of the Global Lithium-based Battery Market (in USD Billion), 2008-2020
Table 7: Comparing Vehicles Running on Gasoline, HEV, PHEV and EV
Table 8: Supply Chains for Automotive Batteries
Table 9: Automotive Battery Makers' Plans to Hike Production Capacity
Table 10: Automotive Battery Makers' Plans to Hike Production Capacity
Table 11: Comparison of Statistics for Major Storage Systems
Table 12: Capacities for Li-Ion Batteries Used in Key Electronic Devices
Table 13: Cost of Lithium Ion Batteries (in USD per kWh), 2008-2020
Table 14: Major Lithium-Ion Battery Equipment Manufacturers
Table 15: Major Manufacturers of Lithium-Ion Batteries
Table 16: Major Lithium-Ion Battery Manufacturers & their Trends
Table 17: Comparing the Major Li-Ion Batter Materials Manufacturers
Table 18: Battery Performance Requirements of Consumer Electronics, Auto/Industrial, and Local Chinese
Table 19: Potential of Li-Ion Battery Materials
Table 20: Major Cathode Material Manufacturers and their Products
Table 21: Major Anode Material Manufacturers and their Products
Table 22: Major Lithium-ion Battery Companies in China
Table 23: Comparing Japanese, Chinese & South Korean Manufacturers in Consumer Electronics Li-Ion Battery Industry
Table 24: Li-ion Battery Market Outlook, 2020
Table 25: Forecast of the Lithium Ion Battery Market by Applications, 2009-2020
Table 26: HEVs, PHEVs and EVs by Major Automobile Manufacturers
Table 27: Forecast Market Scale for Lithium-Ion Batteries Used in HEV, PHEV and EV, 2009-2020
Table 28: Market Unit Forecast of HEV, PHEV, EV and Auto Markets by Region, 2009-2020
Table 29: Forecast for Lithium-Ion Batteries Used in Consumer Electronics by Application Areas, 2009-2020
Table 30: Forecast for Lithium-Ion Batteries Used in Consumer Electronics by Battery Categories, 2009-2020
Table 31: Overview of the Li-Ion Battery Market by Application
Table 32: HEV/PHEV/EV Market Forecasts by Companies
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- Asahi Kasei
- Ener1 Inc
- EnerDel
- GS Yuasa
- Hitachi
- Hitachi Chemical
- LG Chem
- Mitsubishi Chemical
- Panasonic
- Samsung SDI
- TDK Corporation
- Toshiba
- Ube Industries
Note: Product cover images may vary from those shown
5 of 4
Note: Product cover images may vary from those shown
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