LIB二次電池用電解質的技術趨勢與市場預測(～2035年)

<2025> LIB Secondary Battery Electrolyte Technology Trends and Market Outlook (~2035)

出版日期: 2024年11月18日 | 出版商:

SNE Research | 英文 509 Pages | 商品交期: 請詢問到貨日

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簡介目錄

近年來，全球能源轉型浪潮席捲，二次電池市場正以電動車（EV）和儲能系統（ESS）為中心，經歷重組。在中國政府的支持和龐大的國內市場推動下，寧德時代、比亞迪和中航鋰電等中國二次電池企業正在不斷擴大其全球市場佔有率（M/S）。同時，韓國、日本等非中國企業也積極應對中國市場霸權的挑戰。

在這個動盪的時代，唐納德·川普已確定將就任美國第47任總統，預計產業政策和監管環境將會改變。這不僅將為美國帶來重大變革，也將為全球電動車市場和二次電池市場帶來重大變革。

隨著唐納德·川普政府的就職，全球產業政策和貿易環境可能會發生重大變化。尤其是在 "美國優先" 政策下，如果旨在振興國內製造業和加強技術優勢的政策得以實施，二次電池電解液產業也可能受到影響。

首先，川普政府正顯示出縮減甚至取消現有電動車補貼政策的跡象，這引發了人們對電動車市場成長將受阻的擔憂。此外，川普政府正致力於透過強化 "在岸化" 政策來振興美國製造業，該政策對外國公司徵收高額關稅，並要求企業在國內生產。

因此，美國的電動車製造商和二次電池製造商可能會面臨越來越大的供應鏈本地化需求。因此，電解液製造商將被強烈要求在美國設立生產基地或加強與當地合作夥伴的合作關係。這種本土化趨勢可能會擾亂全球電解液市場現有的競爭格局，並顯著影響與中國的貿易關係。

中國企業已在鋰鹽（LiPF6）等關鍵原物料市場佔據主導地位。因此，美國關稅和監管力度的加強可能會阻礙其市場擴張。同時，對於韓國和日本的電解液製造商而言，這種轉變可能是利用其技術和品質競爭力來加強其在美國市場影響力的機會。尤其是韓國的東華電解液、Solbrain和Enchem，已經透過與主要電動車電池製造商的合作，在全球供應鏈中發揮關鍵作用。這些公司應該探索利用這些關係直接進入美國市場或實現在地化生產的可能性。

添加劑市場也有望改變。添加劑在鋰離子二次電池的性能中起著關鍵作用，例如形成SEI保護膜、防止過度充電以及提高導電性。韓國的Chunbochem和Chemtros憑藉其技術實力正在擴大市場佔有率。隨著美國對國內生產需求的增強，添加劑製造商也需要實施包括在地化生產在內的策略性因應措施。

同時，中國和歐洲等主要市場的電解液製造商也在努力透過在地化策略和技術進步來增強競爭力。在此背景下，韓國、日本和新興國家的電解液製造商正致力於透過注重品質競爭力和環保技術來擴大其在全球市場的佔有率。

此外，隨著從鋰離子電池向固態電池等新一代電池技術的過渡加速，對電解液的技術要求預計將會改變。因此，電解液公司之間的合作和併購可能會更加活躍。在這些變化中，全球電解液市場面臨新的機會和挑戰。

面對這些變化，電解液公司需要採取以下策略應對措施。首先，順應美國本土化趨勢，積極推動在地化策略，例如建立本地生產基地、設立合資企業等。其次，電解液製造商應透過開發高附加價值的鋰鹽和添加劑，強化技術差異化，以品質贏得歐美市場的信賴。同時，也需要為固態電池等下一代電池技術的轉型做好準備。第三，為確保成本競爭力和穩定的供應鏈，電解液製造商應專注於全球原料採購多元化和生產流程優化。

儘管市場動盪可能在短期內帶來挑戰，但電解液公司可以透過實施適當的應對策略，鞏固其在全球市場的地位，並創造新的機會。

本報告對全球鋰離子二次電池電解液市場進行了調查和分析，提供了市場規模、未來需求預測和市場趨勢、最終電解質產品及其成分以及下一代電池中使用的固態電解質等資訊。

Recently, the world has entered the trend of energy transition, leading to the restructuring of the secondary battery market, with a focus on electric vehicles (EVs) and energy storage systems (ESS). Chinese secondary battery companies such as CATL, BYD, and CALB are expanding their global market share (M/S) with the support of the Chinese government and a massive domestic market. Meanwhile, companies outside of China, such as those from South Korea and Japan, are actively making moves to counter China's dominance.

In this era of upheaval, with Donald Trump confirmed as the 47th President of the United States, changes in industrial policies and regulatory environments are anticipated. This is expected to lead to significant shifts not only in the U.S. but also in the global electric vehicle and secondary battery markets.

The inauguration of the Donald Trump administration raises the possibility of significant changes in global industrial policies and the trade environment. In particular, if policies aimed at revitalizing domestic manufacturing and strengthening technological supremacy are implemented under the "America First" agenda, the secondary battery electrolyte industry could also be affected.

First, the Trump administration is showing signs of reducing or eliminating existing electric vehicle subsidy policies, raising concerns that this could hinder the growth of the electric vehicle market. Additionally, by imposing high tariffs on foreign companies and reinforcing the "onshoring" policy, which mandates domestic production, the Trump administration aims to revitalize U.S. manufacturing.

As a result, U.S.-based electric vehicle and secondary battery manufacturers are likely to face increasing demands for supply chain localization. This will strongly urge electrolyte manufacturers to establish production bases in the U.S. or strengthen partnerships with local partners. This onshoring trend is likely to disrupt the existing competitive landscape in the global electrolyte market, significantly impacting trade relations with China.

Chinese companies have already established a dominant position in key raw material markets, such as lithium salt (LiPF6). Therefore, the U.S.'s tariff and regulatory tightening could hinder their market expansion. On the other hand, this shift could serve as an opportunity for South Korean and Japanese electrolyte manufacturers to strengthen their presence in the U.S. market by leveraging their technological and quality competitiveness. In particular, South Korea's Dongwha Electrolyte, Solbrain, and Enchem are already playing significant roles in the global supply chain through partnerships with major electric vehicle battery manufacturers. They should explore the possibility of directly entering the U.S. market or localizing production by leveraging these relationships.

Changes are also expected in the additives market. Additives, which play a crucial role in the performance of lithium-ion secondary batteries-such as forming SEI protective films, preventing overcharging, and improving conductivity-are seeing South Korea's Chunbochem and Chemtros expanding their market share based on their technological expertise. As the U.S. strengthens its demands for domestic production, additives manufacturers will also need to implement strategic responses, including localization of production.

At the same time, in key markets like China and Europe, electrolyte manufacturers are also showing efforts to strengthen their competitiveness through localization strategies and technological advancements. In this situation, electrolyte manufacturers from South Korea, Japan, and emerging countries are making efforts to expand their presence in the global market by focusing on quality competitiveness and environmentally friendly technologies.

Furthermore, as the transition from lithium-ion batteries to next-generation battery technologies, such as solid-state batteries, accelerates, the technical requirements for electrolytes are expected to change. This could lead to increased collaboration and M&A activities among electrolyte companies. In the midst of these changes, the global electrolyte market is facing both new opportunities and challenges.

In the face of these changes, electrolyte companies are required to adopt the following strategic responses. First, to align with the U.S.'s onshoring trend, they should actively pursue localization strategies such as establishing local production facilities or forming joint ventures. Second, electrolyte companies should strengthen technological differentiation by developing high-value-added lithium salts and additives, securing trust in the U.S. and European markets through quality. At the same time, they must prepare for the transition to next-generation battery technologies, such as solid-state batteries. Third, to ensure cost competitiveness and a stable supply chain, electrolyte companies should focus on diversifying global raw material sourcing and optimizing production processes.

While the turbulent market changes may cause challenges in the short term, electrolyte companies can strengthen their position in the global market and create new opportunities by implementing appropriate response strategies.

In light of these upcoming changes, this report aims to help readers understand the overall size of the electrolyte market and gain insight into the evolving market by forecasting the future demand and market trends for electrolytes. Additionally, we have compiled detailed technical information on electrolyte finished products and their components for application in lithium-ion secondary batteries, as well as information on solid electrolytes for use in next-generation batteries.

Finally, by summarizing the electrolyte demand of key battery manufacturers and the supply status and outlook of various electrolyte companies, this report aims to provide researchers and interested parties with a broad range of insights, from technology to the market.

Strong Points:

1. The report includes comprehensive technical information on finished electrolyte products and their components.
2. The report introduces solid electrolyte technologies for next-generation batteries, beyond traditional lithium-ion batteries (LIBs).
3. Through the electrolyte market outlook based on our forecast data, the report provides objective and reliable insights.
4. The report includes detailed information on the products and manufacturing status of key electrolyte players from South Korea, China, and Japan.

Chapter 1. Overview

1.1. Background
1.2. Overview of Electrolyte for LIB
1.3. Composition and Features of Electrolyte

Chapter 2. Development Trends of Electrolyte

2.1. Composition of liquid electrolyte
2.2. Features of liquid electrolyte
2.3. Flame-retardant material

Chapter 3. Development Trends by Electrolyte Composition

3.1. Electrolyte Solvents
- 3.1.1. Cyclic Carbonate
- 3.1.2. Linear Carbonate
- 3.1.3. Concept of High voltage electrolyte solvents for Cathode
- 3.1.4. Concept of High-Entropy Electrolyte
- 3.1.5. Concept of High-Performance Electrolyte
3.2. Lithium Salt
- 3.2.1. Lithium Salts Overview
- 3.2.2. Functions and features for each lithium salt type
3.3. Additives
- 3.3.1. Additives for high voltage anodic film formation
- 3.3.2. Additives for low voltage anodic film formation
- 3.3.3. Process of forming the anode SEI by reductive-decomposing-type compounds
- 3.3.4. Functional additive to regenerate the structurally destroyed SEI layer
- 3.3.5. Reactive compound-removing additive that causes performance deterioration of batteries
- 3.3.6. Electrolyte additives for high-Ni-based cathode interfacial stabilization
- 3.3.7. Electrolyte additives for improved output characteristics
- 3.3.8. Electrolytes using LiFSI salt
- 3.3.9. Flame retardant additives to improve thermal stability
- 3.3.10. Additives for interfacial stabilization of high-capacity anodes
- 3.3.11. Ni-rich and High Voltage System Additives (w/ or w/o SiOx)
- 3.3.12. Additives for silicon anodes
- 3.3.13. Additives for LFP cathodes
- 3.3.14. Additives for LMFP cathodes
- 3.3.15. HF, Metal scavenger functional additives for LFP & LMFP cathodes
- 3.3.16. Additives for LMR cathodes
- 3.3.17. Additives for safety

Chapter 4. Electrolyte for Next-Generation Batteries

4.1. The Necessity of All Solid-State Batteries Emerging
4.2. Required Characteristics of All-Solid-State Battery
4.3. Characteristics of Solid Electrolyte By Type
- 4.3.1. Oxynitride Solid Electrolyte
- 4.3.2. Garnet Solid Electrolyte
- 4.3.3. NASICON-type Solid Electrolyte
- 4.3.4. LISICON-type Solid Electrolyte
- 4.3.5. Sulfide Solid Electrolyte
- 4.3.6. thio-LISICON Solid Electrolyte
- 4.3.7. Solid Polymer Electrolyte
- 4.3.8. Composite hybrid solid electrolyte

Chapter 5. Electrolyte Market Trends and Outlook

5.1. Electrolyte Shipment by country
5.2. Electrolyte Shipment by application
5.3. Electrolyte Market status by suppliers
5.4. Electrolyte demand by LIB companies
- (SDI / LGES / SKon / Panasonic / CATL / BYD / EVE / Guoxuan / CALB / Sunwoda )
5.5. Electrolyte Demand Forecast by Application
5.6. Electrolyte CAPA and supply & demand outlook
5.7. Electrolyte price trends
5.8. Electrolyte market size forecast

Chapter 6. Status of Electrolyte Manufacturers

6.1. Korean Companies
- Enchem / Soulbrain / Dongwha Electrolyte / Duksan Electera / Foosung / Chunbo / Chemtros
6.2. Chinese Companies
- Tinci Materials / Capchem / Ruitai / Kunlunchem / F&let / DFD / Yongtai / Shinghwa
6.3. Japanese Companies
- MU Ionic Solutions / Mitsubishi Chemical / Central Glass / Tomiyama Ube Corporation/ Nippon Shokubai / Kanto Denka