<2024> Global LIB Mid/Long-Term Outlook by Application (~2035)
Changes in the form factor of lithium-ion
batteries (LIBs) are occurring more often in small-sized batteries than in
electric vehicles.
Prismatic small batteries, which were
widely used in smartphones with replaceable batteries in the past, are rapidly
being replaced by pouch type cells, with built-in cell models becoming the
mainstream. Wireless earphone unit models that used pin-type cells are changing
to coin type and pouch type cells. Pouch cells have begun to be used in the
field of power tools that use cylindrical shapes. The cylindrical cell, which
grew to 21700, is growing to the 4680 standard. It is expected that 4680
standard batteries will be used preferentially in the xEV and ESS fields.
The LIB Application report published this
time, includes various aspects of updated data compared to the previous report.
And the changes mentioned above were incorporated. The market share of cells
for small applications, which was based on the number of cells, was changed to
based on energy volume, and the LIB market size for some applications was
revised.
We hope this report, which contains the
outlook for various secondary battery demand sources, will be helpful for
secondary battery manufacturers, related material companies, and customers
using secondary batteries.
1. LIB Mid/Long-Term Market Outlook by Application (~'35)
1.1 Global LIB Mid/Long-Term Market Outlook (~'35)
1.2 Small LIB Market
1.3 Mid/Large LIB Market (Electric Vehicle)
1.4 Mid/Large LIB Market (ESS)
1.5 LIB Price Outlook (IT, xEV, ESS)
2. LIB Demand Status and Outlook (~'35)
2.1 Small LIB Market
IT Market
Note PC
Tablet
PC
Mobile
Phone
Wearable
Power
Tool
E-Mobility
Others
Non IT Market
xEV
ESS
Supply Status by Small Battery Manufacturer
2.2 Mid/Large LIB Market - Electric Vehicle
Electric Vehicle
Sales Performance
Market Outlook (BEV+PHEV)
Market Outlook (by Region)
Market Outlook (by Car Manufacturer)
Batteries for Electric Vehicle
Sales Performance (by Manufacturer)
Demand Outlook (by Region)
Sales Price Outlook
Market Outlook (Cell, Pack)
2.3 Mid/Large LIB Market - ESS
By Application
Grid
C&I
Residential
Telecom
UPS
By Region
ESS Battery Sales Performance (by Manufacturer)
Sales Performance Outlook by Battery Manufacturer
3. LIB Supply Status and Outlook (~'35)
3.1 Mid/Large LIB Market
Production Capacity by Major Makers
Production Capacity by Major Makers (Korea)
Production Capacity by Major Makers (Japan)
Production Capacity by Major Makers (China)
Production Capacity by Major Makers (Europe)
Production Capacity by Major Makers (USA)
4. LIB Supply and Demand Outlook (~'35)
4.1 Mid/Large LIB Market (based on 70% operation rate)
Global Mid/Long-Term Supply and Demand Outlook
Global Mid/Long-Term Supply and Demand Outlook (except China)
Mid/Long-Term Supply and Demand
Outlook in China
Mid/Long-Term Supply and Demand Outlook in Europe
Mid/Long-Term Supply and Demand Outlook in N/America