<2021> Lithium Ion Battery Module, Pack and Platform Basic Information and Market Outlook (~2030)
Recently, while the battery market for electric vehicles (EVs) has been gradually expanding, the status shows that the expansion of battery module and pack parts and of consignment manufacturers is increasing. In addition, each vehicle OEM is presenting an integrated platform dedicated to EVs.
This report examined the module and pack element parts and their manufacturing processes for each battery type, including pouch-type, cylindrical, and prismatic. In addition, by introducing the outlook for EV platform development using battery modules and packs for each vehicle OEM and the status of related parts and manufacturers, it contains the content through which you can see how the market trends of battery modules, packs, and platforms will change.
In Chapter 1, the components of EVs were explained; and
In Chapter 2, the module component parts and development status were summarized.
In Chapter 3, the pack component parts and development status were elucidated;
In Chapter 4, module/pack assembly process and manufacturing facilities were described; and
In Chapter 5, explains the platform component parts and the platform adoption status were explained.
In Chapter 6, according to the EV market, the pack price forecast and the pack market size were summarized; and
In Chapter 7, the status of major parts and manufacturers was introduced.
We hope that SNE Research's research content on basic information of modules, packs, and platforms and on the mid- to long-term outlook will be useful information for related parts manufacturers and the customer companies using batteries.
1. Components of Electric Vehicle (EV)
1.1 Components of Electric Vehicle (EV) -------------------------------- 7
1.2 What is an EV Platform? --------------------------------------------- 8
1.3 Comparison of Platform Composition by Vehicle Type ---------- 11
1.4 Platforms, Packs, and Modules ------------------------------------- 12
2. Module Composition
2.1 Battery Module Composition -------------------------------------- 15
2.2 Prismatic Battery Module Composition --------------------------- 18
2.2.1 Component Parts: Connecting Parts --------------------------- 19
2.2.2 Component Parts: Thermal Management Parts -------------- 20
2.2.3 Component Parts: Covering Parts -------------------------- 21
2.2.4 Composition Example ------------------------------------------ 22
2.3 Pouch Type Battery Module Composition ----------------------- 23
2.3.1 Component Parts: Connecting Parts ------------------------- 24
2.3.2 Component Parts: Thermal Management Parts -------------- 25
2.3.3 Component Parts: Covering Parts ----------------------------- 26
2.3.4 Composition Example ------------------------------------------- 27
2.4 Cylindrical Battery Module Composition -------------------------- 28
2.4.1 Component Parts: Connecting Parts -------------------------- 29
2.4.2 Component Parts: Thermal Management Parts --------------- 30
2.4.3 Component Parts: Covering Parts ----------------------------- 31
2.4.4 Composition Example ------------------------------------------- 32
2.5 Development Status of Major Parts ------------------------------- 33
3. Pack Composition
3.1 Battery Pack Composition ------------------------------------------ 36
3.2 Component Parts of Battery Pack --------------------------------- 39
3.3 Composition Example of Battery Pack ----------------------------- 41
3.4 Development Status of Major Parts ------------------------------- 43
3.4.1 BMS Composition ----------------------------------------------- 43
3.4.2 Development Status of BMS ----------------------------------- 46
3.4.3 Cooling System Composition ----------------------------------- 48
3.4.4 Development Status of Cooling System ----------------------- 51
3.4.5 Development Direction of Cover ------------------------------- 54
3.5 Cell to Pack ---------------------------------------------------------- 55
4. Module and Pack Assembly
4.1 Prismatic Battery ---------------------------------------------------- 56
4.1.1 Cell Assembly of Prismatic Battery ----------------------------- 56
4.1.2 Module Assembly of Prismatic Battery ------------------------ 57
4.2 Pouch-Type Battery ------------------------------------------------ 58
4.2.1 Cell Assembly of Pouch-Type Battery -------------------------- 58
4.2.2 Module Assembly of Pouch-Type Battery --------------------- 59
4.3 Cylindrical Battery --------------------------------------------------- 60
4.3.1 Cell Assembly of Cylindrical Battery --------------------------- 60
4.3.2 Module Assembly of Cylindrical Battery ----------------------- 61
4.4 Battery Pack Assembly ---------------------------------------------- 62
4.5 Development Status ------------------------------------------------ 64
4.6 Assembly Line Status ----------------------------------------------- 65
5. Platform Composition
5.1 Platform Component Parts ----------------------------------------- 69
5.2 Development Status ------------------------------------------------ 72
5.3 Platform Adoption Status by OEM -------------------------------- 73
5.3.1 Tesla -------------------------------------------------------------- 73
5.3.2 Hyundai / Kia ---------------------------------------------------- 74
5.3.3 Volkswagen Group ---------------------------------------------- 75
5.3.4 Daimler Group --------------------------------------------------- 77
5.3.5 GM --------------------------------------------------------------- 78
5.3.6 BMW ------------------------------------------------------------- 78
6. Market Outlook
6.1 Market Outlook for Electric Vehicle ------------------------------- 79
6.2 Demand Forecast for Electric Vehicle Battery --------------------- 82
6.3 Pack Price Forecast for Electric Vehicle ---------------------------- 85
6.4 Market Size of Electric Vehicle Pack ------------------------------- 86
7. Status of Parts and Manufacturers
7.1 Busbar & ICB Assembly
7.1.1 Korea Electric Terminal (KET) ---------------------------------- 87
7.1.2 YOUNGHWATECH ----------------------------------------------- 89
7.2 Harness
7.2.1 LS EV Korea –--------------------------------------------------- 91
7.2.2 Yura Corporation ------------------------------------------------ 93
7.3 BMS
7.3.1 Mobase Electronics (Seoyeon Electronics) --------------------- 95
7.4 Cover
7.4.1 Aluko (Dongyang Steel) --------------------------------------- 97
7.5 Thermal Management System
7.5.1 Hanon System -------------------------------------------------- 99
7.6 Thermal Management Material
7.6.1 Saint Gobain ------------------------------------------ 101
7.7 Manufacture
7.7.1 Inzi Controls ----------------------------------------------- 103
7.7.2 Sebang Lithium Battery ----------------------------------- 105
[INDEX]
Busbar & ICB Assembly
Korea Electric Terminal (KET), YOUNGHWATECH, LS EV Korea
FPCB
Actfpc, Interflex, BHflex, Jinyoung Global
Harness
Yura Corporation, Kyungshin, LS EV Korea, Ecocab, Nexen Tech
BMS
LG Innotek, Hyundai-Kefico, NXP Semiconductors, ADI, Mobase Electronics (Seoyeon Electronics)
Cover
Donghee Auto, Aluko (Dongyang Steel), POSCO
Thermal Management System & Parts
Hanon System, Daewoo Electronic Components, Hwaseung R&A, Woory Industrial
Thermal Management Material
3M, Saint Gobain, Henkel
Manufacture
Inzi Controls, Kyung Chang, Webasto, Green Power, HL Green Power, Power Logics, Peopleworks, Sebang Lithium Battery, Synus Teck (Shinsung FA), Sambo Motors