Lithium Ion Batteries Outlook and Consumer, xEV (HEVs, PHEVs, EVs), Electric Power Storage Applications - Technologies, Markets, Competitors and Opportunities: 2010-2020 Analysis and Forecasts
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
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)
(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
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
Lithium Ion Batteries Outlook and Consumer, xEV (HEVs, PHEVs, EVs), Electric Power Storage Applications - Technologies, Markets, Competitors and Opportunities: 2010-2020 Analysis and Forecasts published by David+Company in April 4, 2011. This report price starts from US $ 1950.
