Recently, as the global lithium-ion
secondary battery market is gradually expanding, the production expansion
status of secondary battery manufacturers is rapidly increasing, and the demand
for secondary battery manufacturing equipment is also increasing. Success in
the explosively growing lithium-ion secondary battery market is judged to be
securing market share by supplying products in a timely manner. The lithium-ion
secondary battery, electric vehicle, and ESS markets are emerging as attractive
markets where secondary battery manufacturing equipment partners are also
growing together as new growth engines with certain future growth.
However, in 2023, the secondary battery
manufacturing equipment market also suffered due to the electric vehicle chasm
(temporary stagnation in demand), and the operating rates of secondary battery
factories increased due to competition among Korean, Chinese, and Japanese
manufacturing equipment companies, resulting in mixed fortunes among companies.
In the future, companies that can maintain and respond to stable quality
management and mass production capabilities, and companies that take the lead
in next-generation processes and new technologies are expected to establish
themselves as the main companies in the secondary battery manufacturing
equipment market.
This report
examines the manufacturing process and equipment features by secondary battery
type, such as pouch type, cylindrical type, and prismatic type. It also
introduces the production expansion prospects of each major secondary battery
manufacturer, the manufacturing equipment market size by process, the status of
equipment manufacturers, the development status of the next-generation process
(dry process), the production capacity expansion plans of major secondary
battery manufacturers, and the equipment company SCM and features, thereby
providing a forecast of how the manufacturing equipment flow of lithium-ion
secondary batteries is changing and how it will change in the future.
In addition, through a competitiveness
comparison of the major equipment companies representing Korea, China, and
Japan through the process-based peer group, the performance and market share
status of each major company in the secondary battery equipment market and the
future market structure outlook through expansion plans were provided.
The major equipment companies being
investigated are approximately 120 companies, including 30 electrode process
companies, 50 assembly process companies, 20 formation process companies, and
20 inspection and other equipment companies.
Chapter 1 explains principle and types of secondary batteries,
Chapter 2 summarizes manufacturing process by secondary battery type.
Chapter 3 describes electrode process and features of the electrode
equipment,
Chapter 4 describes assembly process and features of the assembly
equipment,
Chapter 5 describes formation process and features of the formation
equipment,
Chapter 6 shows trend of new technology development of manufacturing
equipment,
Chapter 7 examines secondary battery equipment manufacturers by process,
Chapter 8 presents manufacturing equipment market trend and outlook,
Chapter 9 introduces current status of major equipment companies,
Chapter 10 compares in detail equipment manufacturers by secondary
battery process,
Chapter 11 examines expansion outlook of major secondary battery
companies and equipment SCM
This SNE Research report on the development
status of manufacturing equipment and the market outlook can be hopefully of
help for manufacturing equipment companies, the related component companies,
and customers who use secondary batteries.
Contents
1. Introduction to LIB secondary batteries
1.1 Principle of secondary
batteries --------------------------------------- 11
1.2 Advantage of secondary
batteries ------------------------------------ 12
1.3 Types of secondary
batteries ----------------------------------------- 13
2. Manufacturing process by secondary battery type
2.1 Types of electrode
structure ------------------------------------------- 17
2.2 Pouch type batteries
------------------------------------------------- 18
2.3 Cylindrical type
batteries ---------------------------------------------- 19
2.4 Prismatic type
batteries ------------------------------------------------ 20
2.5 Secondary battery type
by manufacturer ----------------------------- 21
3. Electrode process (common in pouch, cylindrical and
prismatic)
3.1 Mixing
3.1.1 Electrode
Components --------------------------------------------- 24
3.1.2 Comparison of
Mixing Process ----------------------------------- 25
3.1.3 Mixing Equipment
-------------------------------------------------- 27
3.2 Coating
3.2.1 Continuous Coating
& Intermittent Coating ---------------------- 30
3.2.2 Coating Equipment
------------------------------------------------- 31
3.3 Pressing
3.3.1 Pressing Equipment
----------------------------------------------- 34
3.4 Slitting
3.4.1 Slitting Equipment
-------------------------------------------------- 35
3.5 Vacuum Dry
3.5.1 Vacuum Dry
Equipment -------------------------------------------- 36
3.5.2 Equipment and
process procedure by electrode structure ------- 37
4. Assembly process
Pouch type
4.1 Notching
4.1.1 Notching equipment
---------------------------------------------- 40
4.1.2 Laser Notching
& Blanking ---------------------------------------- 42
4.2 Winding
4.2.1 Winding equipment
------------------------------------------------ 43
4.3 Zigzag Stacking
4.3.1 Zigzag Stacking
equipment --------------------------------------- 44
4.4 Lamination &
Folding/ Stacking
4.4.1 Lamination &
Folding/ Stacking equipment --------------------- 47
4.5 Tab Welding
4.5.1 Tab Welding
equipment ------------------------------------------ 48
4.6 Packaging
4.6.1 Packaging equipment
---------------------------------------------- 49
Cylindrical type
4.7 Winding
4.7.1 Winding equipment
------------------------------------------------ 51
4.8 Assembly
4.8.1 Driving part and
transporting ------------------------------------- 52
4.8.2 Assembly equipment
----------------------------------------------- 53
Prismatic type
4.9 Winding
4.9.1 Winding equipment
----------------------------------------------- 57
4.10 Assembly
4.10.1 Assembly equipment
--------------------------------------------- 58
5. Formation process (common in pouch, cylindrical and
prismatic)
5.1 Aging
5.1.1 Aging type
-------------------------------------------------------- 61
5.1.2 Aging equipment
-------------------------------------------------- 62
5.2 Formation
5.2.1 Formation equipment
---------------------------------------------- 64
5.2.2 Formation
electrical component --------------------------------- 65
5.2.3 Jig Formation
------------------------------------------------------- 66
5.3 Degassing
5.3.1 Degassing equipment
---------------------------------------------- 67
5.4 Folding
5.4.1 Folding equipment
------------------------------------------------- 68
5.5 IR/OCV
5.5.1 IR/OCV equipment
------------------------------------------------- 69
6. New Technology Development Trends
6.1 New electrode (plate)
process technology trends -------------------
71
6.2 New assembly process
technology trends ---------------------------- 73
6.3 New formation process
technology trends --------------------------- 74
6.4 Vision Application
------------------------------------------------------ 75
6.5 Cell Tracking
------------------------------------------------------------ 76
6.6 Digital Transformation
------------------------------------------------- 78
6.7 Electrode process and
Dry process technology -----------------------81
6.8 Next generation (solid
state) process technology -------------------100
6.9 Next generation process
R&D trends (by technology) --------------101
6.10 Next generation
process R&D trends (by company) ---------------107
7. Secondary battery manufacturing equipment maker
7.1 Electrode process
----------------------------------------------------- 141
7.2 Assembly process
----------------------------------------------------- 142
7.3 Formation process
---------------------------------------------------- 144
7.4 Other equipment,
Transport & Inspection -------------------------- 145
7.5 Global equipment
market_sales & M/S by maker ------------------ 146
7.6 Global equipment
market_sales in 2022 by maker ------------------ 150
7.7 Global equipment
market_status by country ----------------------- 157
7.8 Global equipment
market_Peer Group by process ------------------ 158
8. Market outlook for the manufacturing equipment
8.1 Secondary
batteries_global demand outlook ------------------------163
8.2 Secondary
batteries_global capacity outlook ------------------------165
8.3 Secondary
batteries_global capacity outlook by region -------------169
8.4 Secondary batteries_new
capacity outlook ------------------------- 170
8.5 Secondary battery
equipment_investment & its scale -------------- 171
8.6 Secondary battery
equipment_Market outlook -----------------------172
8.7 Secondary battery
equipment_Market outlook by process ---------176
8.8 Secondary battery
equipment_Market outlook by equipment ------180
8.9 Secondary battery
equipment_Market outlook by region ----------184
8.10 Secondary battery
equipment_Market outlook by company -------186
9. Equipment manufacturers
9.1 List of manufacturers
and status
9.1.1 Korean companies
(public-listed) --------------------------------- 195
9.1.2 Korean companies
(private) and overseas companies ----------- 197
9.2 Korean
companies_Electrode process
9.2.1 Yunsung F&C
--------------------------------------- 200
9.2.2 TSI
------------------------------------------------- 208
9.2.3 Jeil M&S
------------------------------------------ 219
9.2.4 PNT
---------------------------------------------------------- 230
9.2.5 CIS
----------------------------------------------------- 235
9.3 Korean
companies_Assembly process
9.3.1 Hana Technology
-------------------------------------- 244
9.3.2 Phil Optics
--------------------------------------------- 252
9.3.3 Mplus
-------------------------------------------------- 258
9.3.4 Nain Tech
------------------------------------------------- 265
9.3.5 DA Technology
----------------------------- 272
9.3.6 Youil Energy Tech
----------------------------- 275
9.3.7 DE&T
--------------------------------------------- 281
9.3.8 DSK
-------------------------------------------- 285
9.3.9 System R&D
--------------------------------- 288
9.3.10 Koem
-------------------------------------------------------- 291
9.3.11 Woowon Technology
---------------------------------- 293
9.3.12 Shinjin Mtech
---------------------------------------- 296
9.3.13 DH
-------------------------------------------------- 299
9.3.14 Bestech
----------------------------------------------- 301
9.3.15 Dongjin
---------------------------------------------- 304
9.3.16 NS
----------------------------------------------------306
9.3.17 Techland
-------------------------------------------- 308
9.3.18 KGA
----------------------------------------------- 309
9.3.19 MOT
--------------------------------------------------- 310
9.4 Korean companies_Formation process
9.4.1 Wonik PNE
------------------------------------------- 314
9.4.2 APRO
--------------------------------------------------- 316
9.4.3 Kapjin
------------------------------------------------------- 319
9.4.4 YTS
--------------------------------------------------- 321
9.5 Korean companies_other
process
9.5.1 Hanwha/Momentum
---------------------------- 323
9.5.2 SFA
------------------------------------------ 325
9.5.3 Toptec
---------------------------------------------- 327
9.5.4 Cowintech
-------------------------------------- 328
9.5.5 Avaco
--------------------------------------------- 330
9.5.6 Daebo Magnetic
---------------------------- 331
9.5.7 Innometry
------------------------------------- 333
9.5.8 V-one Tech
------------------------------------ 335
9.5.9 Xavis
------------------------------------------- 337
9.5.10 Nsys
----------------------------------------------- 338
9.5.11 EID
---------------------------------------------- 339
9.6 Overseas
companies_China
9.6.1 Wuxi Lead
Intelligent Equipment, Lead China 先导智能 ------- 342
9.6.2 Yinghe Technology 赢合科技 ----------- 348
9.6.3 Lyric Robot 利元亨 -------------------- 352
9.6.4 Hymson 海目星激光 ----------------------- 356
9.6.5 CHR Hanke 杭可科技 -------------------- 360
9.6.6 Colibri 科瑞技术 ----------------------------------- 364
9.6.7 United Winners Laser 联赢激光 ----------------- 367
9.6.8 Priority
Technology 上海先惠 --------------- 369
9.6.9 Katop (Jiatuo
Intelligent) 嘉拓智能 --------------- 371
9.6.10 Super Components 超业精密设备 -------------------- 374
9.6.11 Geesun
Intelligence 吉阳智能 -------------------- 376
9.6.12 Nebula
Electronics 星云股份 ------------- 378
9.7 Overseas
companies_Japan
9.7.1 Toray 東レエンジニアリング ------------------ 381
9.7.2 Hirano
Tecseed ヒラノテクシード -------------- 384
9.7.3 Primix
--------------------------------------------- 386
9.7.4 Inoue
--------------------------------------------- 388
9.7.5 Hitachi HighTech
--------------------------------------- 390
9.7.6 Nishimura
----------------------------------------- 392
9.7.7 Nagano Automation
------------------ 394
9.7.8 CKD Corp
---------------------------------------- 396
9.8 Overseas company_Others
9.8.1 Manz
-------------------------------------------------- 399
10. Comparison of equipment manufacturers by secondary
battery process
10.1 Electrode (electrode
plate) process
10.1.1 Electrode process
equipment manufacturer -------------------403
10.2 Assembly process
10.2.1 Cylindrical,
prismatic manufacturer ------------------------ 405
10.2.2 Notching,
stacking equipment manufacturer ----------------- 407
10.3 Formation and other
process
10.3.1 Formation &
inspection equipment manufacturer------------ 409
11. Capacity expansion plan of major secondary battery
companies_equipment SCM
and its character
11.1 LGES
---------------------------------------------------------------- 412
11.2 SamsungSDI
------------------------------------------------------- 413
11.3 SK Innovation
------------------------------------------------------ 414
11.4 CATL
--------------------------------------------------------------- 415
11.5 NorthVolt
---------------------------------------------------------- 416
11.6 Tesla
--------------------------------------------------------------- 417