<2024 New Edition> Technology Development Status and Market Forecast of Lithium Metal Anode Materials for Next Generation Batteries
With the growing seriousness of climate change in the 21st century, the need for renewable and clean energy technology development has become increasingly urgent. Amidst various regulations and active efforts to achieve environmental protection and a sustainable society through environmental regulations, the secondary battery industry is a leading eco-friendly energy industry. As transportation shifts from internal combustion engines to electric vehicles, research on various types of lithium-ion batteries is actively underway.
Since their commercialization in the 1990s, lithium-ion batteries have been highly successful in powering various electronic devices and electric vehicles. However, conventional lithium-ion batteries with graphite anodes have limitations in achieving high energy density due to the low theoretical capacity (~372 mAh/g) and volumetric capacity (~735 mAh/cm3) of the anode. Meeting the growing demand for lithium secondary batteries requires the development of new battery technologies beyond conventional lithium-ion batteries.
Lithium metal has a very high theoretical capacity (~3860 mAh/g), the lowest electrochemical potential (-3.04 V vs. SHE), and the lowest density (0.53 g/cm3). Due to these characteristics, lithium metal is considered the most promising material for achieving high energy and power density per unit weight and volume.
In addition, anode-less/anode-free technologies, which use lithium-free materials for the anode or apply only a small amount of lithium, are also being actively researched. Since the anode material affects the charging speed and lifespan of the battery, eliminating or reducing it has the advantage of increasing the energy density of the battery and increasing its lifespan.
This report covers the latest trends centered on lithium metal and anode-free technologies, which are considered promising anode materials for the future. It also examined the technology and development status of more than 50 lithium metal-related companies and research institutes in Korea, China, Japan, North America, and Europe. Lastly, the market analysis section predicts the demand and size of the lithium metal anode material market by 2030, taking into account the utilization in xEVs and other emerging applications within the next-generation battery market landscape.
Strong Points of this report
① Li metal manufacturing technologies and issues
② Understanding the overall R&D trends of Li metal anode and anodeless
③ Technology trends and strategies of major players related to Li metal anodes
- Contents -
1. Introduction
1.1 Required Characteristics of Li-Ion Secondary Batteries
1.2 Development Trends of Li-Ion Secondary Batteries
2. Anode Material Technology and Development Status
2.1 Overview of Li-Ion Secondary Battery Anode Materials
2.2 Development Trends in Li-Ion Secondary Battery Anode Materials
2.2.1 Future Developments in Anode Materials (Li-metal anode)
2.2.2 Future Developments in Anode Materials (Anodeless)
3. Li Metal Manufacturing Technology and Supply Status
3.1 Lithium Production and Supply Status
3.1.1 Global Li reserves
3.1.2 Global Li production
3.1.3 Li resources : Mineral
3.1.5 Li resources : Ores
3.1.6 Li resources : Brines
3.1.7 Lithium Material Supply Structure
3.1.8 Li Demand Outlook
3.2 Li Metal Manufacturing Technology
3.2.1 Li Material Technology
3.2.2 Li Thin-Film Technology
3.3 Li Thin-Film Technology
3.3.1 Li Thinning Process Limitations
3.3.2 High-Cost Structure
4. Li Metal Anode R&D Trend and Main Issue
4.1 Li Metal Anode Development History
4.1.1 Development History Overview
4.1.2 Li metal battery(LMB) History
4.1.3 Initial Development of the Li Metal Battery (LMB)
4.1.4 Li Ion Battery Development and Market Dominance
4.1.5 Growing Need for Lithium Metal Batteries (LMBs)
4.2 Li Metal Anode Main Issue
4.2.1 Li Dendritic Growth
4.2.2 SEI Layer issue
4.3 Li Metal Anode R&D Trends
4.3.1 Artificial SEI
4.3.2 New structure design
4.3.3 Electrolyte modification
4.3.4 Anodeless design
5. Development Status of Li Metal Anode by Company
5.1 Overview
5.2 Asian Companies
5.2.1 Samsung SDI
5.2.2 LGES
5.2.3 SK on
5.2.4 CATL
5.2.5 EVE
5.2.6 Prologium
5.2.7 Qingtao Energy
5.2.8 Welion
5.2.9 Hyundai Motors
5.2.10 POSCO
5.2.11 Neba Corporation
5.2.12 Ulvac Inc
5.2.13 Santoku
5.2.14 Honjo metal
5.2.15 Wuxi Sunenergy Lithium Industrial
5.2.16 China Energy Lithium
5.2.17 Ganfeng Lithium
5.2.18 Tianqi Lithium
5.2.19 Montavista
5.2.20 Shenzen Inx Technology
5.2.21 BTR
5.2.22 SoftBank Next-Generation Battery Lab
5.2.23 National Institute of Advanced Industrial Science and Technology (AIST)
5.2.24 National Institute for Materials Science-ALCA SPRING
5.3 European Companies
5.3.1 Blue Solutions
5.3.2 Volkswagen
5.3.3 Mercedes-Benz
5.3.4 SIDRABE
5.3.5 IMEC
5.4 North American Companies
5.4.1 SES
5.4.2 QuantumScape
5.4.3 Solid Power
5.4.4 Factorial Energy
5.4.5 Soelect
5.4.6 TeraWatt
5.4.7 Hydro Quebec
5.4.8 Brightvolt
5.4.9 Sion Power
5.4.10 SEEO
5.4.11 Cuberg
5.4.12 Enpower Greentech
5.4.13 PolyPlus
5.4.14 Sepion Technologies Inc
5.4.15 Ion Storage Systems
5.4.16 Sakuu
5.4.17 GM
5.4.18 Ford
5.4.19 Li Metal Corp
5.4.20 Ionic Materials
5.4.21 Albemarle
5.4.22 SQM
5.4.23 Livent Corp
5.4.24 Pure Lithium Corp
5.5 Summary of Key Companies
6. Li Metal Anode Market Outlook
6.1 Overview of Li Metal Anode Market Outlook
6.1.1 Li Metal Anode Battery Types and Cost Structure
6.1.2 Li Metal Anode Adoption Roadmap
6.1.3 Commercialization Scenarios of Li Metal Anode Battery
6.2 Li Metal Anode Market Outlook
6.2.1 Li Metal Anode Demand Outlook
6.2.2 Li Metal Anode Price Outlook
6.2.3 Li Metal Anode Price Forecast Rationale
6.2.4 Li Metal Battery (SLMB) Market Size Forecast
6.2.5 Forecast of Li Metal Battery (SLMB) Adoption
6.2.6 Outlook by Li Metal Battery (SLMB) Application