Outlook for Battery Separator Market (2020~2030)
-Future of Separator
Since the advent of the electric vehicle era, there have been many articles about mineral prices. Changes in market prices of minerals such as lithium, cobalt, and nickel began to have news value as they directly affect the prices of secondary batteries for EVs. Lithium is an indispensable material for cathode material and electrolyte, and cobalt and nickel are major components of the ternary cathode material. In addition, the price of graphite, the main material for anode materials, has also begun to draw attention. In other words, cathode materials, anode materials, and electrolytes have instability in its prices.
On the other hand,
the case for separator among the four components of the secondary batteries is
a little different. Polypropylene or polyethylene, a kind of plastic, is mainly
used as the material for separator regardless of method, dry or wet. This
material has few issues as raw material. High added value is created by using
ceramic and alumina as coating materials, compared to the value of its raw
material. The raw material has a variety of market demand from carbon capture
and lithium extraction technology, other than the secondary battery separator.
This SNE Research
report is putting focus on the separator market, which is relatively not
getting attention despite its considerable contribution in adding value.
Especially it predicts how the market structure of separator will change in the
future amid political variables such as the U.S. Inflation Reduction Act (IRA)
and Europe's Critical Raw Minerals Act (CRMA). In the case of separator, it was
identified as a secondary battery component in the IRA, and shifting production
to North America became a requirement, not an option. Since both IRA and CRMA
require to match the ratio of local production of the material, local
production by the separator makers can be seen as an unchangeable fact.
A scenario
regarding the possibility of extinction of the separator market due to the
emergence of all solid-state batteries is also presented. It is known that
solid state batteries no longer need separator by using solid electrolyte
instead of electrolyte. Solid batteries are expected to greatly reduce the risk
of fire and other issues due to low heat generation.
We hope this
report, which is presenting outlook for the separator market, can help readers
in their work.
1.
Executive
Summary
2.
Outlook
for Separator Market
1)
Outlook
for Global EV Market
2)
Outlook
for EV LIB Market
3)
Separator
Market Status and Analysis
3.
Impact of the U.S. IRA on the Separator Market
1) Outlook for
EV Battery Market in North America
2) Future of
Korean Separator Makers in Global Market
3) US Inflation
Reduction Act (IRA)
4) Outlook for
EV Separator Market in North America
5) Future of
Chinese Separator Makers
6) Current
Status of Korean Separator Industry due to IRA
7) Scenario of
Future Separator Market in North America
4.
Infinite potential of separator (comparison in advantage over solid
state batteries)
1)
Huddles
in All Solid Batteries
2)
Competition
between the two types of batteries
3)
Separator,
its infinite potential
5. Current Status
of Separator Technology and Barriers to Entry
1)
Barriers
to Entry in Separator Technology
2)
Wet
Separator Technology
1.
Outlook
for Global EV LIB Market
1)
Outlook
for Global EV Market
2)
Outlook
for EV LIB Market
3)
Outlook
for Large Size LIB Market
4)
Separator
Market Status and Analysis
2.
EV
Battery Procurement Plan of Global OEMs
1)
Outlook
for Electrification of
Global Complete Vehicle Industry
2)
Outlook
for Electrification by Global Complete Vehicle Maker
3.
Separator
Market Status and Analysis
1)
Separator
Market Status and Analysis
4.
Major
Secondary Battery Makers and Value Chain of Separator Suppliers
1)
Separator Usage by Battery Makers
5.
Latest
Technology in Tier 1 LIB Separator Makers in Korea
1)
Wet
Separator Technology in WCP
2)
Dry
Separator Technology in SKIET
6.
Value
Chain of Separator Suppliers
1)
Value
Chain of Separator Suppliers-Korea
2)
Value
Chain of Separator Suppliers-Japan