<2023> SCM Analysis and Market Outlook for LIB 4 Major Materials (~2030)
The global LIB market has seen a huge growth since 1991 when Sony first developed the lithium-ion battery, and the Japanese cell makers, such as Panasonic (Sanyo) and Hitachi have been leading the market growth with IT devices as a center. In the 2000s, the Korean companies as well as the Chinese makers started to enter the market, and as of today, the size of lithium-ion battery market reaches almost 40 trillion won. A huge leap in the market for electric vehicles and ESS is expected in future, and along with such strong growth, the LIB 4 major components market has been also growing.
The LIB 4 major components market has been led by the Japanese makers based on their technical prowess. With the Korean material companies growing and the late-comers from China growing rapidly in the fast-expanding Chinese LIB market, it is a three-sided was among the three Asian countries: Korea, Japan, and China.
The LIB industry in Korea launched when LG Energy Solution in 1999 and Samsung SDI in 2000 started the mass production of lithium-ion battery. The two battery makers, who are currently at the forefront of the global LIB industry, focused on current collector and can at the beginning. After 2005, many new companies entered the LIB industry, mainly focusing on the 4 major components. Particularly today, there are several Korean companies across the entire LIB materials market. Even in the market of LIBs for electric vehicles and energy storage system, regarded as a future growth market, the Korean companies are known for their competitiveness. As the LIB industry is expected to continuously grow, more material companies in Korea are forecasted to keep growing and participating in the market.
This report can be divided into two parts: one, the LIB market outlook and two, analysis of LIB material manufacturers in Korea, Japan, and China. To be specific, the global LIB market outlook includes market forecast for small-size IT battery, mid/large-size xEV and ESS LIB. The report also provides the current status of global and Korean markets for major components and their outlook. The production capacity and supply of major manufacturers are also covered in this report.
The manufacturers’ introduction includes their company profile, history, business status, product, and manufacturing process. The number of manufacturers covered in this report is 90: 32 cathode material companies, 26 anode material companies, 15 separator companies, and 16 electrolyte companies.
Report Overview 8
Chapter 1. Global LIB Market Trend and Outlook (~2030) 9
1.1 Global LIB Market Outlook 10
1.2 Global Small IT LIB Market Outlook 16
1.3 Global Mid-size EV LIB Market Outlook 19
1.4 Global Large-size ESSLIB Market Outlook 21
Introduction (4 Major Materials) 23
Chapter 2. LIB Cathode Market Trend and Outlook (~2030) 29
2.1 Cathode Material Market Status and Outlook 29
2.1.1 Cathode Material Demand by Country 30
2.1.2 Cathode Material Demand by Raw Material Type 32
2.1.3 Market Status by Cathode Material Manufacturer 34
2.1.4 Cathode Material Demand Status by LIB Company 43
-- SDI/LGES/SKon/Panasonic/CATL/ATL/BYD/Lishen/Guoxuan/AESC/CALB
2.1.5 Status for Cathode Material Production Capacity 118
2.1.6 Demand Outlook by Material 121
2.1.7 Price Trend of Cathode Materials 124
2.1.8 Outlook for Market Size of Cathode Materials 126
2.2 Status of Cathode Material Manufacturers 127
2.2.1 Korean Manufacturers 128
-- L&F/Umicore Korea/EcoproBM/Cosmo AM&T/Posco Chemical/SM Lab/Top Materials/Lgchem/STM
2.2.2 Japanese Manufacturers 223
-- Nichia/Sumitomo Metal Mining/Toda Kogyo/Mitsui Kinzoku/Nippon Denko
2.2.3 Chines Manufacturers 264
-- Reshine/Shanshan/Easpring/B&M/Pulead/XTC/ZEC/CY Lico/Ronbay(Jinhe)/Dynanonic/Guoxuan/
Hunan Yuneng/Hubei Wanrun/Chongqing Terui/Anda
2.2.4 Other Manufacturers 364
-- BASF/Johnson Matthey(EVM)/Nano one
Chapter 3. LIB Anode Material Market Trend and Outlook (~2030) 389
3.1 Anode Material Market Trend and Outlook 389
3.1.1 Demand Status for Anode Materials by Country 390
3.1.2 Demand Status for Anode Materials by Material 392
3.1.3 Market Status by Anode Material Supplier 394
3.1.4 Anode Material Demand Status by LIB Company 412
-- SDI/LGES/SKon/Panasonic/CATL/ATL/BYD/Lishen/Guoxuan/AESC/CALB
3.1.5 Expansion Status and Outlook for Anode Material Capacity 490
3.1.6 Demand Outlook by Material 492
3.1.7 Anode Material Price Trend 493
3.1.8 Outlook for Anode Material Market 501
3.2 Status of Anode Material Manufacturers 502
3.2.1 Korean Anode Material Companies 503
-- Posco Chemical/Daejoo/Aekyung/MKE/Iljin/EG/PCT/LPN/Hansol/Dongjin
3.2.2 Japanese Anode Material Companies 571
-- Hitachi/Mitsubishi/Nippon Carbon/JFE/Tokai Carbon/Showa Denko/Shinetsu/Kureha
3.2.3 Chinese Anode Material Companies 630
-- BTR/Shanshan/Zichen/Shinzoom/XFH/ZETO/Sinuo/Chuangya/SHANGTAITECH/KAIJIN
Chapter 4. LIB Separator Market Trend and Outlook (~2030) 700
4.1 Separator Market Trend and Outlook 700
4.1.1 Demand Status of Separators by Countries 701
4.1.2 Demand Status of Separators by Material 703
4.1.3 Market Status by Suppliers 705
4.1.4 Demand Status by LIB Companies 713
-- SDI/LGES/SKon/Panasonic/CATL/ATL/BYD/Lishen/Guoxuan/AESC/CALB
4.1.5 Outlook for Separator Production CAPA 788
4.1.6 Demand Forecast by Materials 790
4.1.7 Price Trends of Separators 791
4.1.8 Separator Market Size Outlook 794
4.2 Status of Separator Manufacturers 795
4.2.1 Korean Separator Manufacturers 796
-- SK IET/W-Scope Korea(WCP)/Enerever
4.2.2 Japanese Separator Manufacturers 814
-- Ashai Kasei/Toray/Ube/Sumitomo/Teijin
4.2.3 Chinese Separator Manufacturers 854
-- SEMCORP/Senior/Sinoma/CZMZ/Jinhui/Gellec/Xinxiang Green
Chapter 5. LIB Electrolyte Market Trend and Outlook (~2030) 884
5.1 Electrolyte Market Trend and Outlook 884
5.1.1 Demand Status by Countries 885
5.1.2 Demand Status by Application 887
5.1.3 Market Status by Suppliers 889
5.1.4 Demand Status of Electrolytes by LIB Companies 897
-- SDI/LGES/SKon/Panasonic/CATL/ATL/BYD/Lishen/Guoxuan/AESC/CALB
5.1.5 Electrolyte Production Capacity Outlook 972
5.1.6 Demand Outlook by Application 974
5.1.7 Electrolyte Price Trend 975
5.1.8 Electrolyte Market Size Outlook 978
5.2 Status of Electrolyte Manufacturers 979
5.2.1 Korean Electrolyte Suppliers 980
-- Dongwha Electrolyte/Soulbrain/Enchem/SKY E&M(Chorokbaem)/Foosung/Chunbo
5.2.2 Japanese Electrolyte Suppliers 1023
-- Mitsubishi/Ube/Central glass/Tomiyama/MU Ionic
5.2.3 Chinese Electrolyte Suppliers 1057
-- Capchem/Guotai-Huarong/Shanshan/Tinci/Jinniu
Appendix.