電動汽車用先進鋰電池的全球市場：增長機會和未來電池化學的採用

Global Growth Opportunities for Advanced Lithium Batteries for EVs and the Adoption of Future Battery Chemistries

出版日期: 2022年07月25日 | 出版商:

Frost & Sullivan | 英文 85 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

隨著電動汽車 (EV) 越來越受歡迎，對高效電池解決方案、提高安全性和延長使用壽命的需求也在增加。迄今為止，電動汽車動力系統主要使用鋰離子電池，電池化學成分的採用也在增加。

本報告審視了電動汽車用先進鋰電池的全球市場，提供了市場概況、技術路線圖、專利趨勢、當前電池化學採用趨勢和未來電池化學採用前景以及增長機會。它總結了分析

內容

戰略要務

為什麼增長越來越難
戰略要務 8 (TM)
三大戰略要務的市場影響
推動增長管道引擎 (TM) 的增長機會

成長環境

成長環境
不斷發展的電池化學技術路線圖
按電池化學分類的技術準備水平
OEM 採用：當前化學與未來化學
主要 OEM 採用全固態電池
專利狀態：未來的電池化學
主要 OEM 的 Gigafactory 投資

增長機會分析

調查範圍
本次調查回答的主要問題
鋰電池的分類：按電池類型
成長指數
電動汽車電池市場前景：按電池容量
電動汽車電池市場展望：按電池化學分類
十大電動汽車電池供應商
十大電動汽車製造商
EV 電池容量：平均續航裡程
電池規格路線圖：鋰離子
全固態電池和鋰離子電池

專利分析：當前和未來的化學

NMC
LFP
全固態電池
鈉離子電池
鋰硫電池

主要市場趨勢：當前和未來的電池化學成分

電池技術的演變
按電池類型比較性能
按應用劃分的電池化學成分
電池傳感技術的未來發展
電池技術的未來發展

未來的電池化學：向全固態電池的範式轉變

全固態電池提供的主要價值
EV用全固態電池
固體電解質型
全固態電池商業化的障礙
不斷發展的全固態電池生態系統

未來的電池化學：鋰硫

鋰硫電池提供的主要價值
電動汽車用鋰硫電池
鋰硫電池商業化的障礙
不斷發展的鋰硫電池生態系統

替代電池化學：鈉離子/鋰空氣/鋁空氣

鈉離子電池提供的主要價值
電動汽車用鈉離子電池
鋰空氣電池提供的主要價值
電動汽車用鋰空氣電池
鋁空氣電池提供的主要價值
EV用鋁空氣電池
鈉離子/Li-Air/Al-Air商業化的障礙
不斷發展的鈉離子/鋁空氣/鋰空氣電池生態系統
俄烏戰爭對電池化學的影響

增長機會領域

增長機會 1：採用未來的電動汽車電池化學成分
增長機會 2：戰略聯盟
增長機會 3：熱管理
概述和未來前景

下一步

簡介目錄

Product Code: PC64-45

Lithium-sulfur, sodium-ion, and solid-state batteries are likely to be adopted for EV applications between 2025 and 2030

The widespread adoption of electric vehicles (EVs) has increased the need for efficient battery solutions, augmented safety, and an extended life span. To date, lithium-ion (Li-ion) batteries have been predominantly used in electric powertrain; however, the adoption of Li-ion battery chemistries such as nickel cobalt aluminum oxide (NCA), nickel manganese cobalt oxide (NMC), and lithium iron phosphate (LFP) has also gained momentum. As demand rises, battery costs will reduce from more than $1,000/kWh in 2010 to $100-$110/kWh in 2022 (and reduce even further beyond this). Many research institutions, battery suppliers, and key OEMs are collaborating to develop future battery chemistries with effective material performance, reduced production costs, and enhanced safety. As future chemistries (solid state, sodium ion, lithium sulfur) evolve, they will offer improved safety, increased energy density, and fast-charging capabilities, thereby overcoming the challenges associated with traditional Li-ion batteries.

Almost all the major suppliers, including CATL, LG Chem, and Panasonic, have ramped-up production capacities. The EV battery market has grown from 4,892 MWH in 2013 to 296,657 MWH in 2021 at a CAGR of 55.7%. These companies think that future battery chemistries will be a game-changing technology for EVs. Several suppliers and OEMs have signed contracts with research institutions to develop and expand future battery chemistry technologies.

This Frost & Sullivan study discusses global growth opportunities for advanced lithium batteries for EVs and the adoption of future battery chemistries; some of the topics covered are disruptive technologies impacting the market; the technology readiness level of future batteries; key automakers' investments in gigafactories; a performance comparison of existing battery chemistries and future chemistries; OEM preferences in terms of adopting solid-state battery technologies; and challenges and roadblocks to commercialization. The research service also analyzes the patent landscape for future chemistries such as solid-state, sodium-ion, lithium-sulfur, and lithium-air batteries.

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on Advanced Lithium Batteries for EVs
Growth Opportunities Fuel the Growth Pipeline Engine™