Global and China Li-ion Power Battery Industry Report, 2016-2020

 Published On: Nov, 2015 |    No of Pages: 222 |  Published By: ResearchInChina | Format: PDF
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In 2014, the global electric vehicle sales volume reached 329,800 units, up 51.8% from a year earlier, including 115,500 plug-in hybrid electric vehicles and 214,300 battery electric vehicles. In the first half of 2015, this figure amounted to 204,300 units. Affected by lower oil prices, the sales volume of electric vehicles in Japan and the United States declined while that in China and Europe maintained faster growth.

In 2014, the global demand for Li-ion power battery for electric vehicles came to 9.8GWh, up 87% from a year earlier, of which the demand from passenger vehicles totaled 7.3GWh and commercial vehicles 2.5GWh. In H1 2015, the global demand for EV Li-ion power battery hit 7GWh, maintaining high growth
 
There are mainly three technology roadmaps for power battery worldwide.

(1) Ternary materials-based. This mainly takes NCA and NCM as cathode materials. NCM-based batteries have high energy density. With a sustained growth of electric vehicles, the procurement costs of the batteries have in recent years declined dramatically, which has gradually made them a mainstream battery technology for electric vehicles. After 2014, domestic battery companies represented by Samsung SDI, SKI, Tianjin Lishen, and Boston-Power have also shifted their focus to NCM-based batteries. NCA adopts 18650-type battery, which is mainly used in Tesla and Toyota RAV4. It has the highest energy density so far. But because of poor safety performance, the advanced BMS is needed to monitor the operating condition of the battery. Thus, the battery has not been widely used. The typical enterprise is Panasonic.
 
(2) LFP-based. Canada and the United States were the first to develop power battery technology, with main patent owners including the U.S. Valence, A123 and University of Texas, and the Canadian Phostech and Hydro-Quebec. In China, by contrast, LFP, the mainstream technology in power lithium battery, is widely used in passenger vehicles and buses, with the typical companies including BYD and Guoxuan High-tech. However, due to the factors like low specific energy and poor low-temperature starting performance, LFP-based batteries are not made available worldwide. The Chinese heavyweight passenger vehicles launched in 2014H2-2015, such as BAIC EV200, Zhidou, Zotye Yun 100, Kandi K10/K11, and JAC iEV5, have begun to use ternary or hybrid ternary batteries-based batteries. The largest LFP-based battery manufacturer, BYD also announced that its new model “Song” will be equipped with its own ternary lithium battery. But due to low costs and strong cycle performance, LFP still will be used in electric commercial vehicles as the preferred battery technology for a long period of time. This is particularly true in China. In 2015, battery electric buses showed explosive growth, which would drive a surge in demand for LFP-based batteries.

(3) Manganese series. It mainly takes LMO as the cathode materials, but LMO is generally modified and is combined with a little bit of NCM or LNO to increase battery energy density. The major typical manufacturers include LGC, AESC, LEJ, etc. And in China, they are MGL, Do-Fluoride Chemicals Co., etc. Manganese series battery is also one of the mainstream technology roadmaps for electric vehicles globally.

At present, manganese-series power battery, including NCM and LMO, occupies the mainstream status on a global scale, with the cost of battery packs generally standing at USD400-550/kWh, which reflects an obvious decline since 2014. The cylindrical NCA 18650 battery produced through coiling, though lower costs for its cells, is popular with automakers due to high BMS costs and safety; Similarly, because of poor comprehensive performance, low-cost LFP battery is only is used in China and the United States. However, the US automakers have gradually abandoned LFP batteries and turned to ternary materials-based and Mn-series batteries from Japanese and S. Korean companies. When it comes to the development trends in Li-ion power battery technology, passenger vehicles will mainly adopt manganese series and ternary materials-based batteries while commercial vehicles will primarily use LFP batteries and gradually turn to ternary materials-based batteries.

At present, no major technological breakthrough has not yet been made in power battery. It is estimated that the drop in prices for power battery mainly resulted from a fall in the costs of raw materials and economies of scale, but with a limited decline.

In 2014, China’s power battery shipments totaled 3.7GWH, up 470% from a year earlier. Among them, the demand for passenger vehicle power batteries was 1.6GWh and that for commercial vehicles 2.1GWh. In H1 2015, China’s power battery shipments came to 2.72GWh. As battery electric buses showed explosive growth in the second half of 2015, and if we calculate the new energy vehicle output based on 250,000 units for the full year, the corresponding battery demand will reach 11 GWh.

As far as Chinese Li-ion power battery manufacturers are concerned, in H1 2015, any of such companies as BYD, Guoxuan, ATL, Tianjin Lishen, OptimumNano, Boston Power, and Pride Battery has a battery output of 100MWH. The shipments of 13 major battery manufacturers accounted for an aggregate 71% in market share, of which BYD had the largest market share of 17%.

From the perspective of global trends, the support from big carmakers is vital to power battery manufacturers. Traditional consumer electronics companies are aggressively conducting transformation. On the other hand, battery materials manufacturers and vehicle manufacturers have also begun to enter this field through various ways. Thus, the first echelon represented by BYD, Guoxuan, Tianjin Lishen, and ATL and the second echelon including OptimumNano, Boston Power, and Pride Battery, BESK, Do-Fluoride Chemicals, CALB, and Shenzhen BAK have taken shape.

Global and China Li-ion Power Battery Industry Report, 2016-2020 by ResearchInChina mainly covers the followings:
 
Analysis of industry chain, including the key materials, cells, Pack & BMS, etc.;
Analysis of technology roadmap of Li-ion power battery, including costs, performance, and development directions, etc.;
Analysis of global and Chinese electrical vehicle industry, including the industry overview, overseas markets, model output and sales volume, and performance parameter, etc.;
Analysis of global and Chinese Li-ion power battery industry, including shipment, market size, price, supply relationship, etc.;
Operation, technology, development plan, production & marketing of 9 overseas lithium battery manufacturers, mainly from Korea, Japan and USA;
Operation, technology, development plan, production & marketing of 10 Chinese Li-ion power battery manufacturers.
1. Introduction to Power Lithium Battery
1.1 Classification of Power Battery
1.2 Structure of Power Cell

2. Power Lithium Battery Industry Chain Analysis
2.1 Industry Overview
2.2 Critical Materials
2.2.1 Cathode Materials
2.2.2 Anode Materials
2.2.3 Separator
2.2.4 Electrolyte
2.3 Cell
2.3.1 Cell Cost
2.3.2 Cell Capacity
2.3.3 Cell Structure
2.3.4 Supply Relationship
2.4 PACK+BMS
2.4.1 Battery Costs
2.4.2 BMS
2.5 Technology Roadmap
2.5.1 Cost Analysis
2.5.2 Selection of Technology Roadmap
2.5.3 Technology Trends

3. Global Electric Vehicle Market
3.1 Classification
3.2 Global EV Market
3.2.1 Overview
3.2.2 USA
3.2.3 Europe
3.2.4 Japan
3.3 Chinese EV Market
3.3.1 Overview
3.3.2 Passenger Vehicle
3.3.3 Commercial Vehicle

4. Global Power Lithium Battery Industry
4.1 Demand
4.1.1 Global
4.1.2 China
4.2 Price
4.3 Market Size
4.4 Power Lithium Battery Companies
4.3.1 Market Share
4.3.2 Supporting Relationship

5. Major Power Lithium Battery Manufacturers in Korea
5.1 LG Chemical
5.1.1 Profile
5.1.2 Battery Technology
5.1.3 Business Development and Prospects
5.1.4 Customers
5.1.5 Business Layout in China
5.1.6 Capacity and Output
5.2 SDI
5.2.1 Profile
5.2.2 Battery Technology
5.2.3 Business Development and Prospects
5.2.4 Customers
5.2.5 Business Layout in China
5.2.6 Capacity and Output
5.3 SKI
5.3.1 Profile
5.3.2 Battery Technology
5.3.3 Development and Prospects
5.3.4 Business in China
5.3.5 Output & Capacity

6. Lithium-ion Power Battery Enterprises in Japan
6.1 Panasonic
6.1.1 Profile
6.1.2 Battery Technology
6.1.3 Development and Prospects
6.1.4 Business in China
6.1.5 Customers
6.1.6 Output & Capacity
6.2 AESC
6.2.1 Profile
6.2.2 Battery Technology
6.2.3 Business Development and Prospects
6.2.4 Layout in China
6.2.5 Capacity and Output
6.3 LEJ
6.3.1 Profile
6.3.2 Battery Technology
6.3.3 Business Development and Prospects
6.3.4 Customers
6.3.5 Capacity and Output

7. Major Power Lithium Battery Manufacturers in Europe and America
7.1 Li-Tec&Accumotive
7.1.1 Profile
7.1.2 Battery Technology
7.1.3 Business Development and Prospects
7.1.4 Customers
7.2 A123
7.2.1 Profile
7.2.2 Operation
7.2.3 Technology Characteristics
7.2.4 Development Prospects

8. Major Chinese Power Battery Companies
8.1 Hefei Guoxuan High-tech Power Energy Co., Ltd
8.1.1 Profile
8.1.2 Operation
8.1.3 Battery Technology
8.1.4 Customers
8.1.5 Investment and Capacity
8.2 BYD
8.2.1 Profile
8.2.2 Battery Technology
8.2.3 Applications
8.2.4 Customers
8.2.5 Output & Sales and Costs
8.3 Beijing Pride Power System Technology
8.3.1 Profile
8.3.2 Technology
8.3.3 Business Development and Prospects
8.3.4 Customers
8.3.5 Capacity and Output
8.4 Tianjin Lishen Battery Joint-Stock Co., Ltd.
8.4.1 Profile
8.4.2 Battery Technology
8.4.3 Business Development and Prospects
8.4.4 Customers
8.4.5 Capacity and Output
8.5 ATL
8.5.1 Profile
8.5.2 Battery Technology
8.5.3 Business Development and Prospects
8.5.4 Industry Chain
8.5.5 Investment and Capacity
8.5.6 Production and Sales Volume
8.6 CHINA BAK BATTERY, INC.
8.6.1 Profile
8.6.2 Battery Technology
8.6.3 Business Development and Prospects
8.6.4 Customers
8.6.5 Capacity & Production
8.7 Wanxiang EV
8.7.1 Profile
8.7.2 Battery Technology
8.7.3 Business Development and Prospects
8.7.4 Customers
8.8 Sinopoly Battery
8.8.1 Profile
8.8.2 Battery Technology
8.8.3 Development and Prospects
8.8.4 Customers
8.8.5 Output & Capacity
8.9 CITIC GUOAN Mengguli
8.9.1 Profile
8.9.2 Battery Technology
8.9.3 Business Development and Prospects
8.10 China Aviation Lithium Battery
8.10.1 Profile
8.10.2 Battery Technology
8.10.3 R&D
8.10.4 Business Development and Prospects
8.10.5 Customers
8.10.6 Output and Capacity

List of Charts

Power-type and Capacity-type Power Lithium Battery Classification
Prismatic Cell Structure
Cylindrical Cell Structure
Pouch Cell Structure
Power Lithium Battery Value Chain
Power Lithium Battery Production Process
Operating Principle of Lithium Battery
Cost Structure of Lithium Battery
Shipments of Global Cathode Materials (by Product), 2006-2014
Prices of Cathode Materials in China, 2010-2016E
Market Share of Global Cathode Material Enterprises, 2014
Ranking of Major Cathode Material Manufacturers in China, 2014
Output Structure of Global Anode Materials, 2014
Market Share of Global Anode Material Enterprises, 2014
Technical Feature Comparison among Several Anode Materials
Ranking of Major Anode Material Manufacturers in China, 2014
Common Electronics and Automobiles’ Consumption of Lithium Battery Separator
Global Shipments of Lithium Battery Separator, 2007-2016E
Global Separator Price, 2008-2016E
Market Share of Global Lithium Battery Separator Enterprises, 2014
Global Power Battery Supporting Separator, 2013
Ranking of Major Separator Manufacturers in China, 2014
Global Shipments of Lithium Battery Electrolyte, 2011-2016E
Cost Structure of Lithium Battery Electrolyte
Market Share of Global LiPF6 Enterprises, 2014
Global LiPF6 Price, 2009-2016E
Market Share of Global Electrolyte Enterprises, 2014
Ranking of Major Separator Manufacturers in China, 2014
Price Trend of Functional Electrolyte in China, 2011-2015
Price Trend of General Electrolyte in China, 2011-2015
Cost Structure of Lithium Battery Cells in China
Cost Reduction Trend of Lithium Battery Cells in China
Cells Used on Major Electric Vehicle Models Worldwide, 2014
Single Cell Capacity Distribution of Mainstream Electric Vehicles Worldwide (Ah), 2014
Battery Structure of Mainstream Electric Vehicles Worldwide, 2014
Supply Chain of Key Materials of Global Power Battery Manufacturers, 2014
Supply Chain of Key Materials of Global Cell Manufacturers, 2014
Cost Decomposition of Lithium Battery Pack
Global Electric Vehicle Battery Technologies, Suppliers and Costs, 2014
The Falling Trend of Battery Cost of Tesla Model S
Predicted Price and Performance Parameters of Tesla Model 3
20700 Ternary NCA Battery with New Material System Adopted by Tesla Model 3
Technical Parameters of Panasonic's NCA 18650 Cell Adopted by Tesla
Major BMS Suppliers for Electrical Vehicles Worldwide
Metal Content of Cathode Materials in Different Technology Roadmaps
Cost Analysis of Cathode Materials in Different Technology Roadmaps
Performance of Lithium-Ion Battery Packs in Different Technology Roadmaps
Life Cycle of Cathode Material Products
Comparison of Cathode Materials LFP and LMP
Specifications of Cathode Materials in Different Technology Roadmaps
Development Trend in New Cathode Materials
Chemical Structure of Laminar Lithium-Rich Manganese-Based Cathode Materials
Electric Passenger Vehicle Sales in Major Countries, 2013-2014
Sales of Top20 Electric Passenger Vehicles Worldwide, 2013-2014
Sales of Top20 Electric Passenger Vehicles Worldwide, 2015H1
Sales of Electric Passenger Vehicles (EV&PHEV) Worldwide, 2011-2020E
Sales Volume of Electric Vehicles in the US by Model, 2013-2015H1
Sales Volume of Electric Vehicles in Europe by Model, 2013-2015H1
Sales Volume of Electric Vehicles in Japan by Model,2013-2015H1
Output and Sales Volume of EVs in China, 2010-2015H1
Sales Volume of Electric Vehicles by Model, 2011-2020E
Sales Volume of Electric Passenger Car (EV&PHEV), 2011-2020E
Proportion of China’s Electric Passenger Car in Global Total by Sales Volume, 2011-2020E
Plan for Promotion of EVs in China, 2014-2015
Output of Electric Commercial Vehicle by Model, Jan.-Sep.2015
Output of Electric Bus by Technology Roadmap, Jan.-Sep.2015
Output of Electric Bus and Electrification in China, 2009-2017E
Sales Volume of Electric Bus (by Application), 2012-2020E
Battery Capacity and Endurance of 40 Electric Passenger Vehicles Worldwide, 2014
Single-vehicle Battery Capacity of Electric Passenger Vehicle Worldwide, 2011-2020E
Power Lithium Battery Demand from Electric Passenger Vehicle Worldwide, 2011-2020E
Power Lithium Battery Demand from Electric Vehicle Worldwide by Type, 2011-2020E
Power Lithium Battery Output, 2014 & 2015H1 (GWh)
Total Power Lithium Battery Output, 2010-2014 (GWh)
Power Lithium Battery Output, 2015H1 (GWh)
Output of Battery for Battery Electric and Plug-in Hybrid Vehicles, 2010-2015 (MWh)
Output of Auto Models and Battery, 2015
Output Proportion of Auto Models and Battery Capacity Carried, 2014
China's Demand for Power Lithium Battery by Type, 2011-2020E
Technology Roadmap of Power Lithium Battery: NCA Rising Quickly and NMC Growing Steadily
Cost Trend of Major Carmakers and Battery Manufacturers
Cost Structure of Power Lithium Battery
Global Power Lithium Battery Price Trend, 2011-2020E
Global Power Lithium Battery Industry Scale, 2011-2020E
China Power Lithium Battery Industry Scale, 2011-2020E
Global Top20 Suppliers of Battery for New Energy Passenger Vehicle and Parameters, 2014
Market Share of Suppliers of Battery for New Energy Passenger Vehicle Worldwide, 2014
Shipments and Share of Power Lithium Battery for New Energy Passenger Vehicle Worldwide, 2013-2014
Proportion of Power Battery for New Energy Passenger Vehicle in China (by Type of Technology), 2015H1
Market Share of Major Battery Manufacturers, 2015H1
Shipments of Major Battery Manufacturers, 2015H1
EU and US Power Lithium Battery Companies and Their Supported Models
S. Korean Power Lithium Battery Companies and Their Supported Models
Japanese Power Lithium Battery Companies and Their Supported Models
Chinese Power Lithium Battery Companies and Their Supported Models
Equity Structure of LGC, 2014
Operating Performance of LGC, 2007-2015H1
Revenue of LGC by Region, 2014
Material Costs Structure of LGC's PHEV Cell
LGC Road Map for HEV LIB Technology
LGC Road Map for PHEV LIB Technology
LGC Road Map for EV LIB Technology
Business Development and Prospects of LGC's Lithium Business
Operating Performance of LGCPI, 2010-2014
Operating Performance of HL Green Power, 2010-2014
Operating Performance of LGC's Battery Business, 2013Q1-2015Q2
Electric Vehicles Supported by LGC's Power Lithium Batteries
Managing Organizations of LGC in China
Production and Sales Network of LGC in China
Shipment of LGC's Power and Energy Storage Batteries, 2012-2015
Equity Structure of SDI, 2014
Operating Performance of SDI, 2008-2015H1
Revenue of SDI by Region,2014
SDI Road Map for xEV LIB Technology
Technical Performance of SDI's Power Lithium Batteries
Operating Performance of SDI's Battery Business, 2007-2015H1
SDI's Battery Shipments and Average Selling Price, 2007-2014
SDI's Revenue of Power and Energy Storage Batteries, 2013Q1-2014Q4
Electric Vehicles Supported by SDI's Power Lithium Batteries
SDI's Shipment of Power and Energy Storage Batteries (MWh), 2012-2015
Major Subsidiaries of SKI
Supported EV Models of SKI’s Lithium Power Battery
Equity Structure of BESK
Profile of BESK
Specifications of BESK’s Lithium Power Battery
Operation Performance of Panasonic, FY2008/09- FY2013/14
R & D Costs of Panasonic, FY2008/09-FY2013/14
Revenue Breakdown of Panasonic by Segment, 2012-2014
Operating Profit Breakdown of Panasonic by Segment, 2012-2014
Revenue Breakdown of Panasonic by Region,2014
Specifications of Panasonic’s NCA 18650 Cell Applied in Tesla
Cost Strucuture of Panasonic’s PHEV Cell
Development Plan of Panasonic’s Automotive Batteries, FY2013-FY2019
Development Plan of Panasonic’s Automobile Segment, FY2013- FY2019
Development Plan of Panasonic by Segment, FY2013-FY2019
Electric Vehicles Supported by Panasonic’s Lithium-ion Power Battery
Deliveries of Tesla’s Electric Vehicle,2010-2016E
Shipment of Panasonic’s Power Battery and Energy-storage Battery (MWh), 2011-2015
Equity Structure of AESC, 2014
Cost Structure of AESC BEV Cell Materials
AESC Power Lithium-ion Battery Module Structure
Specification and Connection of AESC High-capacity Power Battery
Performance Parameter of AESC High-capacity Power Battery
Specification and Connection of AESC High Power Battery
Performance Parameter of AESC High Power Battery
AESC Power Battery System Solutions
Supporting Electric Vehicles of AESC Power Lithium Battery
Shipments of AESC Power and Energy Storage Battery (MWh), 2011-2015E
Equity Structure of LEJ, 2014
Specifications of LEJ Power Lithium Batteries
Electric Vehicles Supported by LEJ's Power Lithium Batteries
LEJ's Shipment of Power and Energy Storage Batteries (MWh), 2011-2015
Specifications of Li-Tec's High-Capacity Power Batteries
Performance Parameters of Li-Tec's High-Capacity Power Batteries
Li-Tec's power battery plant in Kamenz, Germany
History of A123Systems
Operating Performance of A123, 2007- 2012Q3
Electric Vehicles Supported by A123's Power Lithium Batteries
Equity Structure Chart of Guoxuan (before Backdoor listing)
Operating Performance of Guoxuan, 2009-2015H1
Technical Parameters for Guoxuan’s LFP Cathode Materials
Specification Parameters for Guoxuan’s LFP Power Cells
Technical Parameters for Models Supported by Guoxuan’s Power Batteries
Major Customers of Guoxuan High-Tech Power Energy, 2014
Power Battery Shipments of Guoxuan High-Tech Power Energy, 2009-2015H1
Price of Power Battery Pack of Guoxuan High-Tech Power Energy, 2009-2014
LiFePo4 Cathode Materials and Power Battery Capacity of Guoxuan High-Tech Power Energy, 2009-2014
Investment Plans of Guoxuan High-Tech Power Energy, 2013-2014
Operating Performance of BYD, 2008-2015H1
Revenue Structure of BYD (by Business), 2012-2015H1
Gross Margin of BYD (by Business), 2009-2015H1
Major Characteristics of BYD Lithium Iron Phosphate Battery
Capacity, Weight and Cost of BYD Automotive Battery Pack
Lithium Battery Capacity and Weight of BYD Electric Forklifts
Lithium Battery Capacity of BYD ESS
Lithium Battery Capacity of BYD EPS
Sales Volume of BYD Electric Vehicle (by Model), Jan. 2014-Sep. 2015
Sales Volume of BYD Electric Vehicles, 2011-2017E
Parameters of Main Battery Packs for New Energy Vehicle of BYD
Power Battery Business Scale of BYD, 2011-2017E
Shareholding Structure of Pride,2014
Operating Performance of Pride, 2011-2014
Performance Parameters of Pride’s Power Battery Pack
Shareholding Structure of Lishen
Operating Performance of Lishen, 2011-2014
Technology Roadmap for Power Cell of Lishen
Technology Roadmap for Power Battery Pack of Lishen
Performance Parameters of Spiral Wound Power Cell of Lishen
Performance Parameters of Laminated Power Cell of Lishen
Performance Parameters of Laminated Power Cell of Lishen
Technical Parameters of Power Cell of Lishen
Customers of Lishen’s Power Battery
Performance Parameters of Power Battery Pack of Lishen
Lithium Battery Capacity of Lishen, 2000-2014
Investment Plan for Power Battery of Lishen, 2012-2014
Operating Performance of ATL, 2008-2014
Profile of Qinghai Contemporary Amperex Technology
Customers of ATL’s Power and Small Battery
Suppliers of Raw Materials for ATL's Power Battery
Power Battery Output and Utilization of ATL, 2012-2014
Power and Small Battery Capacity of ATL
Power and Energy Storage Battery Revenue and Prices of ATL, 2012-2014
Small Lithium Battery Revenue of ATL, 2008-2014
Small Lithium Battery Shipments of ATL, 2008-2014
Operating Performance of CHINA BAK BATTERY, 2008-2015H1
Revenue Structure of CHINA BAK BATTERY (by Region), 2009-2014
R&D Costs and % of Total Revenue of CHINA BAK BATTERY, 2010-2015Q1
Technical Parameters of Power Cell of CHINA BAK BATTERY
Basic Information of BAK International (Tianjin) Limited
Basic Information of BAK Power Battery (Dalian)
Sales of High-power Lithium Battery Cells of CHINA BAK BATTERY, 2009- 2009-2015H1
Investment Plan of High-power Lithium Battery Cells of CHINA BAK BATTERY, 2013-2014
Revenue and Gross Margin of Sinopoly Battery, 2011-2014
Net Income of Sinopoly Battery, 2011-2014
Specifications of Sinopoly’s Power Cell
Operating Results of CITIC GUOAN Mengguli,2009-2015H1
Technical Parameters of Cathode Materials of CITIC GUOAN Mengguli
Technical Parameters of Power Battery Modules of CITIC GUOAN Mengguli
Equity Structure of China Aviation Lithium Battery, 2014
Operating Results of China Aviation Lithium Battery, 2010-2015H1
Pure Electric Vehicle BMS of China Aviation Lithium Battery
Battery Certification of China Aviation Lithium Battery
Global Sales Network of China Aviation Lithium Battery
Major Customers of China Aviation Lithium Battery

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