• Japanese
  • Korean
  • Chinese
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Lithium Ion Batteries Outlook and Consumer, xEV (HEVs, PHEVs, EVs), Electric Power Storage Applications - Technologies, Markets, Competitors and Opportunities: 2010-2020 Analysis and Forecasts

Abstract

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 to $11 billion (2010) and is expected to reach $43 billion by 2020.

Up to now, the lithium ion battery market has been predominantly consumer (90% as of today) but new, diversified applications including xEV (Electric Vehicles/Plug-In Hybrid Electric Vehicles/Hybrid Electric Vehicles) and ESS (Electrical Storage Systems) are expected to provide the new growth engines.

As a result, the lithium ion market landscape will undergo a profound change, bringing huge increases in demand, profits in the billions of US dollars and competitive upheaval.

This report provides a detailed look at the global lithium ion battery market in all its aspects, including:

  • The total addressable market and growth rates for consumer, xEV and ESS applications between 2010 and 2020.
  • Electric Vehicles/Plug-In Hybrid Electric Vehicles/Hybrid Electric Vehicles demand trends.
  • Major opportunities.
  • Battery technology trends.
  • Battery materials technology trends.
  • Battery technology, political and standards risks.
  • Challenges ahead.
  • Price trends.
  • Cost trends.
  • The competitive landscape.
  • Japanese, Korean and Chinese rivalry.
  • Producer market shares.
  • Partnerships and joint ventures.

Profiles of 50 leading foreign and US manufacturers are given, along with 14 tables and 19 figures.

Table of Contents

EXECUTIVE SUMMARY

INTRODUCTION

  • Background
  • Methodology and Sources
  • Statistical Notes

LITHIUM ION BATTERY TECHNOLOGY

  • How Do Batteries Work
  • The Basic Components Of A Battery
  • How Does A Rechargeable Battery Work?
  • The Process To Make A Battery: From Cell->Module->Pack
  • Serial And Parallel Connection
  • Battery Manufacturing Process

LITHIUM ION BATTERY MARKET

  • Market Overview
  • Higher Value Proposition For xEV To Lift Profitability Outlook
  • Major LiB Makers Will Benefit
  • Comparison Of Japanese/Korean/Chinese Makers
  • Share Price Trends And Valuation
  • Consumer Lithium Batteries
  • Major Trends
  • End-Demand Recovering Stronger Than Expected
  • Korean Companies To Gain Market Share In Prismatic Lithium Batteries
  • Price Competition In Cylindrical Lithium Batteries Is Intensifying
  • Polymer To Incrementally Penetrate
  • xEV (EV/ PHEV/ HEV) Major Trends
  • xEV Offers The Next Ten-Billion-Dollar Opportunity For Lithium Batteries
  • Battery Technology Is Maturing Fast
  • System Integration Complexity Issues
  • High Battery Price To Drop Sharply By 2013
  • Chinese Early Price Advantage
  • Government Subsidies
  • Lithium Batteries High Value Proposition For xEV
  • Diverging Direction On EV/PHEV/HEV And Impact Lithium Battery Ramp-Up
  • EV Cost Premium Over HEV To Fall Drastically
  • Korean Makers Have The Best Customer Mix
  • Chinese Stick To Local Markets For Now
  • Chinese Predominant Focus In LFP And Long-Term Competitiveness
  • Technologies By Type Adopted By Lithium Battery Producers
  • Energy Storage Systems (ESS) ESS Applications And Technologies
  • Batteries Used For ESS: Types, Issues And Timeframes
  • Key ESS Trends
  • Huge Potential In Smart Grid And Renewable Energy
  • Lithium Battery To Dominate For ESS
  • Diverging ESS Application Targets By Lithium Battery Producers
  • ESS Lithium Batteries Cost Reduction
  • Material Costs Not The focus
  • Battery Material Makers Most Likely To Benefit
  • Kanto Denka Kogyo
  • Stella Chemifa
  • Copper Foil
  • Main Uses Of Copper Foil
  • Advantages Of Electrolytic Copper Foil
  • Types Of Copper Foil
  • Furukawa Electric Is The Copper Foil Market Leader
  • Copper Foil Market Scale
  • Korean Components Producers
  • Advanced Battery Manufacturing Initiative

COMPANY PROFILES

  • A123 SYSTEMS, INC.
  • (Background, Revenue By Market, Cell Technology, Battery Systems, Current Product Offerings, Key OEM Agreements, Growth Strategy, Benefiting From Government Support, A123 China, A123 Korea)
  • AUTOMOTIVE ENERGY SUPPLY CORPORATION
  • (Background, Batteries)
  • ALTAIR NANOTECHNOLOGIES, INC.
  • (Background, Batteries, Altair' s Proprietary Nano-Lithium Titanate Powder, Increased Cycle Life, High Roundtrip Efficiency, High C Rates With Millisecond Response Times, Temperature, Safety, Power Module And Power Control System Module, Manufacturing And Capacity)
  • AMPEREX TECHNOLOGY LTD
  • (Background, Batteries)
  • ASAHI KASEI CORPORATION
  • (Background, Batteries)
  • BTR ENERGY MATERIALS CO., LTD
  • (Background, Batteries)
  • BYD COMPANY LTD
  • BTR Energy Materials Co., Ltd.
  • (Background, Batteries, Utility Batteries)
  • CELEXPERT ENERGY CORPORATION
  • (Background, Batteries, Expansion Plans)
  • CELGARD, LLC.
  • (Background, Batteries)
  • CHANGS ASCENDING ENTERPRISE CO., LTD
  • (Background, Batteries)
  • CHEIL INDUSTRIES INC.
  • (Background, Batteries)
  • CHINA BAK BATTERY INC
  • (Background, Batteries, Prismatic Cells, Cylindrical Cells, High-Power Lithium-Phosphate Cells, Lithium Polymer Cells)
  • DYNAPACK INTERNATIONAL TECHNOLOGY CORPORATION
  • (Background, Batteries)
  • E-ONE MOLI ENERGY CORP
  • (Background, Batteries, Core Technologies, Pan-EV Batteries, Power Tools)
  • ENER1, INC.
  • (Background, Batteries, Enertech, Fuel Cells, ABMI, ATVM, Portland General)
  • FURUKAWA ELECTRIC COMPANY LIMITED
  • (Background, Batteries, Market Leader For Electrolytic Copper Foil, Capacity Expansion For Electrolytic Copper Foil)
  • GP BATTERIES INTERNATIONAL LIMITED
  • (Background, Batteries)
  • GS YUASA CORPORATION
  • (Background, Batteries)
  • HITACHI CHEMICAL CO LTD
  • (Background, Batteries)
  • HITACHI METALS LTD
  • (Background, Batteries)
  • HUARONG NEW CHEMICAL MATERIALS CO., LTD
  • (Background, Batteries, Government Subsidizes For Hybrids/EVs)
  • ILJIN COPPER FOIL CO., LTD
  • (Background, Batteries)
  • KANTO DENKA KOGYO CO., LTD
  • (Background, Batteries)
  • KUREHA CORPORATION
  • (Background, Batteries)
  • LG CHEM LIMITED
  • (Background, Batteries)
  • MITSUBISHI HEAVY INDUSTRIES LIMITED
  • (Background, Batteries)
  • MITSUBISHI CHEMICAL HOLDINGS CORP.
  • (Background, Batteries)
  • NEC CORPORATION
  • (Background, Batteries)
  • NICHIA CORPORATION
  • (Background, Batteries)
  • NINGBO SHANSHAN CO., LTD
  • (Background, Batteries)
  • NINGBO SHANSHAN CO., LTD
  • (Background, Batteries, Shanshan' s Lithium Ion Battery Business Expansion)
  • NIPPON CARBON CO. LTD.
  • (Background, Batteries)
  • PANASONIC CORPORATION
  • (Background, Batteries)
  • PHOSTECH LITHIUM
  • (Background, Batteries, China' s Lithium Iron Phosphate Batteries Need Improving)
  • SAFT GROUPE S.A.
  • (Background, Batteries, Sales By Battery Type, Technology Excellence, Nickel, Lithium, Sales By Division, Special Batteries Group, Industrial Battery Group, Rechargeable Battery Systems, Sales By Sector, Stationary Batteries, Professional Electronics, Transport, Defense, Security Lighting, Aerospace, Johnson Controls-Saft JV, Renewable Energy, JC-S Jacksonville, Florida Plant, JC-S Factory In Holland, Michigan, Industrial And Financial Capacity, JC-S Sales And Earnings Outlook, Strengths)
  • SAMSUNG SDI COMPANY LIMITED
  • (Background, Batteries)
  • SANYO ELECTRIC CO LIMITED
  • (Background, Batteries, Operating Margins, Sales By Type, Capacity By Type, NiH, NiCd, Li-Ion, Market By Application, Company Market Shares, Company Market Shares By Application, Auto Battery Production, NiH Battery Production By Supplier, Li-Ion Production By Supplier, Sanyo Investments, Lithium Ion Car Batteries And Sanyo/Panasonic OP,
  • SHIN-KOBE ELECTRIC MACHINERY COMPANY LIMITED
  • (Background, Batteries)
  • SIMPLO TECHNOLOGY COMPANY LTD
  • (Background, Batteries, JV With Potevio, China Potevio, CNOOC (China National Offshore Oil Corporation), iPad)
  • SK ENERGY CO., LTD.
  • (Background, Batteries)
  • SONY CORPORATION
  • (Background, Batteries)
  • STELLA CHEMIFA CORPORATION
  • (Background, Batteries)
  • TIANJIN STL ENERGY TECHNOLOGY CO., LTD
  • (Background, Batteries)
  • TIANJIN LISHEN BATTERY JOINT-STOCK CO., LTD
  • (Background, Batteries)
  • TOMIYAMA PURE CHEMICAL INDUSTRIES LTD.
  • (Background, Batteries)
  • TONENGENERAL SEKIYU K.K.
  • (Background, Batteries)
  • TOSHIBA CORPORATION
  • (Background, Batteries)
  • UBE INDUSTRIES LTD
  • (Background, Batteries, Battery Material Makers Stand To Gain More Than Battery Makers, Battery Materials Could Evolve Into An Industry Like Semiconductors, Ube and Asahi Kasei Are Best Placed In Battery Materials, Battery Material Unit Price Assumptions, Ube' s Forecasted Battery Materials Sales, Market Share, Profits In 2013, Key Assumptions In Battery Materials Outlook, Experience And Stabile Supplies Vs. Manufacturing Method, Higher Entry Barriers To Separators Than Other Battery Materials)
  • ULTRALIFE CORPORATION
  • (Background, Batteries)
  • UMICORE S.A
  • (Background, Batteries, 3M JV)
  • VALENCE TECHNOLOGY

TABLES

  • Comparison Of Company Strategies In Consumer/xEV/ESS Lithium Batteries
  • Battery/Auto OEM JV Launches: 2013-15
  • xEV Lithium Battery Price By Major Producer (US$/KWh): 2010-2015
  • xEV Subsidy Programs By Country
  • China' s EV Policy
  • Lithium Batteries Share Of Total Cost By xEV Type
  • xEV Launch Schedule For Toyota/Honda Compared To Hyundai/ VW /BMW
  • Lithium Battery Producers Expectations On Global HEV/PHEV/ EV Volume By Type: 2015-2020
  • Specs Required For HEV/PHEV/ EV Batteries
  • Technologies By Type Adopted By Lithium Battery Producers
  • Smart Grid Storage Battery Market Size Trend: 2009-2020
  • Assumptions In Forecasts For Storage Battery Market
  • Comparison of NAS, Lead-Acid And Lithium Batteries
  • Selected ABMI Recipients

FIGURES

  • Battery Charging And Discharging Mechanisms
  • Battery Pack Illustrated
  • Serial And Parallel Connections
  • Battery Manufacturing Process
  • Lithium Batteries Total Addressable Market-HEV/EV, Consumer, Electric Storage, Industrial/Other: 2009-2020
  • Lithium Battery Market Size By Application: 2010-2020
  • Lithium Battery Market CAGR By Application: 2010-2020
  • Lithium Batteries Companies Share Price Trends Since 2009
  • Leading Lithium Batteries Companies Revenue Trends: 2009-2011
  • Leading Lithium Batteries Companies CAGR Trends: 2009-2011
  • Prismatic Lithium Batteries Capacity Trends By Leading Companies (Units/CAGR): 2007-2011
  • Cylindrical Lithium Batteries Capacity Trends By Leading Companies: 2007-2011
  • Polymer Lithium Batteries Capacity Trends By Leading Companies: 2007-2011
  • Base Case Forecast For Global xEV Unit Shipments By Type: 2004-2020
  • Potential xEV Lithium Battery Total Available Market (Conservative Forecast): 2004-2020
  • Historic Price Trend For NiMH And Consumer Lithium Batteries
  • Cost Comparison Between EV And HEV Sub-Systems (US$): 2009-2020
  • Battery/Auto Manufacturer Supply Matrix
  • Technical Comparison Of Main xEV Lithium Battery Types
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