Since its rapid
growth in 2021, the electric vehicles industry is anticipated to have an
outstanding progress in the following decade. Particularly, with the
introduction of platforms dedicated to electric vehicles, the trend of battery
module and pack development will continuously head in the direction for lightweight
and low-cost products. With changes in the chemical composition of battery
cells, pack design, and material choices, the level energy density of pack has
been increasing. Due to the introduction of module-less pack technology, the
level energy density is expected to grow further, reaching 187Wh/kg in 2025 and
215Wh/kg in 2030. This report investigates how global OEMs respond to such
changes in the industry and analyzes the development status and trend of
battery pack. In addition, this report provides the most up-to-date information
about the global scale and prospects of battery pack and related parts as well
as the trend and cases of battery pack patents.
Chapter 1 gives a basic explanation on
battery packs, while Chapter 2 investigates the detailed structure of battery
packs and the trend of battery pack development by car OEMs. Chapter 3 offers the
cost analysis on battery packs, and Chapter 4 describes the supply chain of
battery packs and parts. Chapter 5 and 6 investigate the battery pack makers
and part manufacturers. Chapter 7 provides an outlook about the scale of EV
market and the battery pack market. Lastly, Chapter 8 shares the trend of
patents related to battery packs and details of those patents. The chapter also
includes the press and statistical data from the Korea Intellectual Proper
Office about recent cases of patents in relation to the safety structure of
batteries.
The outline of this report is provided as
below:
1. Concept and Definition of Battery Packs
1.1 Basic Concept of Battery Packs
Meaning of
Battery cell, Battery Module, and Battery Packs
Module and
Pack Types Depending on Cell Types
Cell and
Module Connection Methods (Serial / Parallel)
Battery Capacity
/ Battery Usable Energy
Meaning of
Battery SOC, SOH, and DOD
Battery
Charging and Discharging (C-rate)
Specifications
of Battery Pack
1.2 Thermal Management of Battery Packs
Thermal
Management Method for Packs
Optimal
Thermal Management of Packs (Design elements)
Cooling
and Heating Methods for Packs
1.3 In-vehicle Layout of Battery Packs
Type of
Pack Depending on Pack Installation Location
2. Battery Pack Structure and Development Trend
2.1 Structure of Battery
Pack
Structure
of Pack (Exploded view)
2.2
Battery Pack
Components
Pack Housing
(Cover, Tray, Sealing Gasket)
Battery Housing
Application (Cover, Tray) by xEV Model
Pack
Integrity and Validation
CAE
(Simulation on Cell level and Pack level)
Structure
of CMA(Cell Module Assembly) (Prismatic, Pouch, Cylindrical)
CMA Cover
Compression
pad
Cooling
system (Type 1~4)
Types and Features
of TIM (Thermal Interface Material)
Types and
Features of BMS (Battery Management System)
PRA (Power
Relay Assembly)
MSD
(Manual Service Disconnector)
HVIL
Connector (High Voltage Interlock connector)
Sensors (Temperature
and Current Sensor)
2.3 Status of Battery pack Development Depending on OEM
Platforms
EV
Platform Development Status of Major OEMs
VW MEB
platform
Hyundai
Motors E-GMP platform
GM Ultium
platform
Tesla New
structural battery pack (Cell to Vehicle)
CATL, BYD
Module-free battery pack (Cell to Pack)
3. Analysis
on EV Battery Pack Specifications
3.1 Value Chain of Battery Pack
3.2 Cost Composition of Battery Pack
Weight Proportions
of Pack Components
Cost Composition by Pack Component
3.3 Changes in Production Cost of Battery Pack
Changes in
Battery Pack Cost/kWh & Proportions of Packing Production Cost
3.4 Analysis on
EV Battery Pack Specifications
3.5 Changes in
Energy Density of Battery Packs
3.6 Average
Capacity of Battery Pack for Passenger EV (kWh)
3.7 Analysis on
Usable Energy of EV Battery Packs
4. Supply
Chain of Battery Packs (Cell-Module-Pack)
4.1 Supply Chain of Cell, Module and Pack
Supply
Chain Overview
Supply
Chain of Pack and Module
BMS Supply
Chain
Trend of
Major BMS Suppliers
4.2
Cooperation
Between Car OEMs and Part Manufacturers
Partnership
and Joint Venture between Car OEMs and Battery Cell Manufacturers
Partnership
between Car OEMs and BMS Suppliers
5. Major Battery
Pack Makers
5.1
Pack Makers (Global/Domestic)
Hyundai
Mobis
LGES
(Energy Solution)
CATL
(Contemporary Amperex Technology Co.,Ltd.)
BYD
SDI
SK on
6. Major
Battery Pack Parts Makers
6.1 Battery Pack
Parts Makers (Global/Domestic)
Busbar & ICB Assembly
-
Korea Electric Terminal (KET) / Young Hwa Tech / LS EV Korea
Harness Assembly
-
Yura Corporation
Housing Assembly
-
Hanjoo Metal / Aluko (Dong Yang Steel) / INZI Controls
Thermal Management System
-
Hanon Systems
Thermal Management Materials
-
WACKER / Saint-Gobain PPL
Pack Gasket
-
Dong-A Hwa Sung
Pack Module Manufacturing
-
Sebang Lithium Battery
7. EV Market
Outlook & Pack Market Outlook
7.1
EV Market
Outlook
Global
Market Status for BEV/PHEV
Scale of
Battery Cell and Pack Market
Outlook by
EV OEM (Global Top 6 Makers)
Market
Outlook by Region
7.2
Battery Pack
Market Outlook
Global
Scale of Pack Parts for xEV and Outlook
7.3
Battery
Pack Parts Market Outlook
Domestic Scale of Pack Parts for xEV and Outlook
8. Trend
of Battery Pack Patents
8.1
Trend of
Patent Application
Yearly
Applications of Patents Related to Battery Structure Safety
Proportions
of Safety-Related Patents
8.2 Details of Application
Domestic
Application of Patents in Safety Area by Technology Type
Domestic
Application of Patents in Safety Area by Technology Detail
Domestic
Application of Patents in Battery Structure from 2010 to 2019
Market
Share by Nationality of Applicant of Patents in Battery Safety in China
8.3 Patent Cases
Patent
Cases in Pack Structure Safety