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正極材料技術現狀及市場展望（至2030年）
市場調查報告書
商品編碼
1165588

正極材料技術現狀及市場展望（至2030年）

<2022>Technology Status and Market Outlook for Cathode Material (~2030)
出版日期: | 出版商: SNE Research | 英文 563 Pages | 商品交期: 請詢問到貨日

價格
簡介目錄

近年來，二次電池市場從小型IT設備向ESS和EV擴展，二次電池市場對正極材料的需求有望增加。 未來，隨著鋰離子電池在全球電動汽車市場的大規模增長，預計韓國、中國和日本的材料企業將展開激烈競爭。

本報告探討了正極材料，並按國家、公司和行業類型提供了過去五年的技術趨勢、市場趨勢分析和供應鏈分析。 它還顯示了在 IT、xEV 和 ESS 市場背景下到 2030 年按陰極材料類型劃分的市場前景和價格前景。

內容

第一章正極材料技術現狀及發展趨勢

  • 介紹
    • 正極材料發展現狀
    • 設計標準
    • 正極材料所需的特性
  • 正極材料類型
    • 分層複合
    • 尖晶石複合材料
    • 橄欖石複合材料
    • 低成本電極材料
  • 其他正極材料
    • 氟複合材料

第2章富鎳NCM技術

  • 介紹
  • 富鎳 NCM 的問題
    • 陽離子混合物
    • H2-H3相變
    • 殘留的鋰化合物
  • 富鎳 NCM 問題的解決方案
    • 過渡金屬摻雜
    • 表面修飾
    • 濃度梯度結構
    • 單晶方法:單個粒子的長壽命特性

第三章正極材料的製造工藝

  • 正極材料的製造工藝
    • 混合
    • 開火
    • 切碎
    • 篩選
    • 磁性分離
  • 前體製造過程
    • 鎳基製造流程/LFP 製造流程
    • 後反應器/反應器過程
  • 正極材料性能評估
    • 化學成分分析
    • 比表面積的測量
    • 粒度測量
    • 振實密度測量
    • 水分含量測量
    • 殘留碳酸鋰的測量
    • 熱分析
    • 粒子強度
  • 陰極板製造工藝

第四章正極材料廠商現狀

  • 韓國製造商
    • L&F
    • Umicore Korea
    • Ecopro BM
    • Cosmo AM&T
    • Popcorn Chemical
    • SM Lab
    • Top materials
    • LG Chem
    • SDI（STM）
  • 日本製造商
    • 日亞
    • 住友金屬礦山
    • 戶田工業
    • 三井金屬
    • 日本電工
  • 中國製造商
    • Reshine
    • Shanshan
    • Easpring
    • B&M
    • Pulead
    • XTC
    • ZEC
    • CY Lico
    • Ronbay
    • Dynanonic
    • Guoxuan（Gotion）
    • Hunan Yuneng
    • Hubei Wanrun
    • Chongqing Terui
    • Anda
  • 其他廠商

第 5 章全球 LIB 市場展望（至 2030 年）

  • 全球鋰離子電池市場展望
  • IT 產品小型 LIB 的世界市場展望
  • 電動汽車中型鋰離子電池的全球市場前景
  • ESS 大型 LIB 全球市場預測

第六章正極材料市場現狀與前景

  • 正極材料的市場需求
    • 陰極材料需求:按國家/地區分類
    • 正極材料需求:按材料分類
    • 市場情況:按正極材料廠商分類
    • 正極材料需求:LIB公司
      • SamsungSDI - 正極材料的使用
      • LGES - 正極材料的使用狀況
      • SK on - 正極材料的使用
      • Panasonic - 正極材料的使用
      • 寧德時代 - 正極材料的使用
      • ATL - 陰極材料的使用
      • 比亞迪 - 正極材料的使用
      • Li Shan - 正極材料的使用
      • 國軒 - 正極材料的使用
      • AESC -正極材料使用現狀
    • 正極材料產能
    • 正極材料的供應前景:按材料分類
    • 正極材料價格
      • 正極材料價格結構
      • 正極材料價格:按類型
      • 礦產市場情況

第 7 章索引

簡介目錄
Product Code: 187

Recently, the secondary battery market has been expanding from small IT application market to ESS and EV market, and accordingly demand for cathode materials in the secondary battery market is also expected to increase.

Lithium-ion secondary batteries were invented by Akira Yoshino of Japan around 1985 and were commercialized by Sony in 1991.The cathode materials used by Sony at that time is lithium cobalt oxide (LiCoO2) (thereinafter, abbreviated as LCO). LCO as a cathode material in lithium-ion secondary batteries has nominal voltage of 3.7V. It is easily synthesized as a material in which lithium is intercalated and deintercalated. And it has relatively good life characteristics.So it is still widely used. However, problems of the LCO have begun to emerge. There are two major problems. LCO is very expensive due to Co, the major component of LCO, of which reserves are limited. Another problem is the performance of the material. At the ending period of charging, the battery capacity reaches max 150mAh/g, which is only about half the theoretical capacity due to LCO's structural instability. For these reasons, it is difficult and disadvantageous to use LCO cathode material in large-size batteries for automobiles and power storage.

Accordingly, the cathode material that has improved these problems is lithium nickel cobalt aluminum oxide (LiNi0.8Co0.15Al0.05O2; thereinafter, referred to as NCA). And the newly developed cathode material is lithium nickel cobalt manganese oxide (LiNi1/3Co1/3Mn1/3O2; thereinafter, referred to as NCM). 3M invented it and holds the NCM111 patent. LG Chem also developed LiNi0.5Co0.2Mn0.3O2 (NCM 523) material in which the composition of NCM is partly adjusted. Recently, high Ni based cathode materials such as NCM622, NCM811, etc. have been studied widely.

There is also lithium manganese oxide (LiMn2O4; hereinafter referred to as LMO) that has spinel structure. Its capacity is 100mAh/g, which is lower than LCO, but it has good output characteristics and excellent safety. Moreover it is being applied to low-end products by taking advantage of its low price or it is partially blended into cathode materials for electric vehicles.

Finally, there is lithium iron phosphate (LiFePO4; hereinafter referred to as FPO) with olivine structure. It has high structural stability but it has relatively low discharge voltage of about 3.5V. So, high-voltage olivine cathode material in which Fe is replaced with Mn or Ni is being widely studied.

Among the four major components (cathode, anode, electrolyte, and separator) of lithium-ion secondary batteries, cathode materials making up cathode account for about 30-40% of the total cost of lithium-ion secondary battery. Since the cost is considered the most important factor to commercialize large-sized lithium-ion secondary batteries, it is essential to improve the performance of cathode material and lower the price at the same time.

In 2022, 1,522,270 tons of cathode materials in total for LIBs were used globally. Chinese companies sold 911,010 tons of cathode materials taking up 59.8%, Korean companies sold 480,730 tons with 31.6% and Japanese companies sold 123,470 tons with 8.1%. In terms of cathode material type, NCM was sold the most with 44.9% 683,760 tons, followed by LFP with 30.6% 466,430 tons, NCA with 10.6% 160,910 tons, LCO with 8.5% 130,140 tons, and LMO with 5.3%, 81.030 tons.

According to the global shipment of lithium secondary battery cathode materials in 2022, the ranking in ternary cathode material shipment is in the order of Ecopro(Korea), Umicore(China), XTC(China), LGC(Korea), Ronbay(China), SMM(Japan), Nichia(Japan), L&F(Korea), Shan Shan(China), and CyLiCo(China).

China is showing dominance in LFP cathode material. The ranking is in the order of Hunan Yuneng (China), Dynanonic (China), Guoxuan (China), BTR (China), Lopal (China), Pulead (China), Wanrun (China), Anda (China), and Terui (China).

In the top 10 are three Korean companies including Umicore, two Japanese companies and five Chinese companies. And most of the companies in the top 20 are Chinese and they show remarkable growth.

As such, Korea, China and Japan are leading the global cathode material market. Chinese companies have emerged as dominating suppliers by increasing supply with the growth of Chinese major battery makers based on the domestic market. And Japanese companies are responding with advanced precursor technology to China's aggressive expansion. Korean cathode material companies are in a situation where they have to face price competition with Chinese companies and fiercely compete with Japanese companies for anode material and precursor technology.

In the future, the cathode material market is expected to experience fierce competition among the material companies in Korea, China and Japan along with massive growth of LIB in the global electric vehicle market.

This report describes the technology trend of various types of cathode material, especially the latest cathode material technology development trend based on Ni-rich NCM, cobalt-free cathode material technology, and single-particle cathode material technology development trend. It also covered precursors that are part of anode materials and mineral market. The number of cathode material companies that this report surveyed are 9 in Korea, 5 in Japan, and 15 in China.

This report analyzes the market trend from aspects of both demand and supply and analyzes supply chain in the industry by country, by company, and by cathode material type during the past five years. It also presents the market outlook and the price outlook for different types of cathode materials till 2030 with background of IT, xEV, and ESS market.

Strong points of this report:

  • It informs the technology trend for Ni-rich NCM cathode materials, which have recently drawn much interest.
  • It informs the recent technological trend for cobalt free and single-particle cathode materials, which have recently drawn much interest.
  • It informs not only about cathode materials but also about mineral market and mineral companies.
  • It informs demand by cell companies, capacity expansion plan by the manufacturers and price in the cathode material market for lithium secondary batteries.
  • It informs details of major makers in Korea, China, and Japan of lithium secondary battery cathode materials.
  • It informs the status of usage of the four major materials in lithium battery manufacturers.
  • It informs the trend of usage of cathode materials in the industry over the past five years from 2018 to 2022.

Table of Contents

Chapter I. Status of Cathode Material Technology & Development Trend

1. Introduction

  • 1.1. Status of Cathode Material Development
  • 1.2. Design Criteria
    • 1.2.1. Ionic Bonding and Covalent Bonding
    • 1.2.2. Mott-Hubbard Type and Charge Transfer Type
    • 1.2.3. Concept of Charge transfer Reaction in 3d Transition Metal Oxides
    • 1.2.4. Concept of Diffusion in Solid Phase and Two-Phase Coexistence Reaction
  • 1.3 Characteristics required in Cathode Materials

2. Types of Cathode Material

  • 2.1. Layered Composites
    • 2.1.1. LiCoO
    • 2.1.2. LiNiO
    • 2.1.3. LiMO2 (M = Fe, Mn)
    • 2.1.4. Ni-Mn Based
    • 2.1.5. Ni-Co-Mn 3-Component System
    • 2.1.6. Li-rich layered compounds
  • 2.2. Spinel based Composites
    • 2.2.1. LiMn2O
    • 2.2.2. LiMxMn2-xO
  • 2.3. Olivine based Composites
    • 2.3.1. LiFePO
    • 2.3.2. LiMPO4 (M = Mn, Co, Ni)
    • 2.3.3. CTP (Cell-to-Pack) Technology
  • 2.4. Low cost electrode materials
    • 2.4.1. NMX: Co-free Cathode materials

3. Other cathode material

  • 3.1. Fluoride based composites

Chapter II. Ni-Rich NCM Technology

1. Introduction

2. Issues of Ni-Rich NCM

  • 2.1. Cation mixing
  • 2.2. H2-H3 Phase Change
  • 2.3. Residual lithium compounds

3. Solution to Ni-Rich NCM Issues

  • 3.1. Transition metal doping
  • 3.2. Surface modification
  • 3.3. Concentration gradient structure
  • 3.4. Single crystal approach: Long-Life Characteristics through Single Particles

Chapter III. Manufacturing Process of Cathode Materials

1. Manufacturing Process of Cathode Materials

  • 1.1. Mixing
  • 1.2. Calcination
  • 1.3. Crushing
  • 1.4. Sieving
  • 1.5. Magnetic separation

2. Manufacturing Process of Precursors

  • 2.1. Production Flow of Ni based/ Production Flow of LFP
  • 2.2. Post Reactor/Reactor Process

3. Evaluation of Cathode Material Characteristics

  • 3.1. Chemical composition analysis
  • 3.2. Measurement of specific surface area
  • 3.3. Particle size measurement
  • 3.4. Tap density measurement
  • 3.5. Measurement of moisture content
  • 3.6. Measurement of residual lithium carbonate
  • 3.7. Thermal analysis
  • 3.8. Particle strength

4. Manufacturing process of cathode plate

Chapter IV. Status of Cathode Material Manufacturers

1. Korean Manufacturers

  • 1.1. L&F
  • 1.2. Umicore Korea
  • 1.3. Ecopro BM
  • 1.4. Cosmo AM&T
  • 1.5. Posco Chemical
  • 1.6. SM Lab
  • 1.7. Top materials
  • 1.8. LG Chem
  • 1.9. SDI (STM)

2. Japanese Manufacturers

  • 2.1. Nichia
  • 2.2. Sumitomo Metal Mining
  • 2.3. Toda Kogyo
  • 2.4. Mitsui Kinzoku
  • 2.5. Nippon Denko

3. Chinese Manufacturers

  • 3.1. Reshine
  • 3.2. Shanshan
  • 3.3. Easpring
  • 3.4. B&M
  • 3.5. Pulead
  • 3.6. XTC
  • 3.7. ZEC
  • 3.8. CY Lico
  • 3.9. Ronbay
  • 3.10. Dynanonic
  • 3.11. Guoxuan(Gotion)
  • 3.12. Hunan Yuneng
  • 3.13. Hubei Wanrun
  • 3.14. Chongqing Terui
  • 3.15. Anda

2. Other Manufacturers

Chapter V. Outlook for Global LIB Market (~2030)

  • 1. Outlook for global LIB market
  • 2. Outlook for global small size LIB market for IT products
  • 3. Outlook for global mid size LIB market for EVs
  • 4. Outlook for global large size LIB market for ESS

Chapter VI. Market Status and Outlook for Cathode Materials

1. Market demand of cathode materials

  • 1.1. Cathode material demand by country
  • 1.2. Cathode material demand by material type
  • 1.3. Market status by cathode material manufacturer
  • 1.4. Cathode material demand status by LIB company
    • 1.4.1. Status for cathode material usage in SamsungSDI
    • 1.4.2. Status for cathode material usage in LGES
    • 1.4.3. Status for cathode material usage in SK on
    • 1.4.4. Status for cathode material usage in Panasonic
    • 1.4.5. Status for cathode material usage in CATL
    • 1.4.6. Status for cathode material usage in ATL
    • 1.4.7. Status for cathode material usage in BYD
    • 1.4.8. Status for cathode material usage in Lishan
    • 1.4.9. Status for cathode material usage in Guoxuan
    • 1.4.10. Status for cathode material usage in AESC
  • 1.5. Status for production capacity of cathode materials
  • 1.6. Outlook for cathode material supply by material
  • 1.7. Status of cathode material price
    • 1.7.1. Price structure of cathode materials
    • 1.7.2. Status for cathode material price by type
    • 1.7.3. Mineral market status
      • 1.7.3.1. Nickel
      • 1.7.3.2. Cobalt
      • 1.7.3.3. Manganese
      • 1.7.3.4. Lithium

Chapter VII. INDEX