Recently, in the global secondary battery market, new application and LIB alternative markets are gradually expanding, while the small and medium IT battery market has entered the mature stage. In the midst of this, especially in mid-to-large-sized batteries, whether to success in explosively growing ESS and xEV markets is expected to be the key to win the competition.
The lithium secondary battery, EV, and ESS markets are new growth engines - where future growth is surely secured - emerging as the attractive market in which all SCMs for related parts and material supply are growing.
This report examines the current status of the Li-Ion secondary battery market. The contents could show how the market structure of LIB companies and the flow of market initiative will change, through the outlook for supply and demand by application and by type and via the mid- and long-term outlook.
Chapter 1 viewed the overall mid- and long-term markets for small appliances, EVs, and ESS;
Chapter 2 anticipated the status and outlook for LIB demand by application;
Chapter 3 predicted the status and outlook for LIB supply by battery maker; and
Chapter 4 forecasted the supply and demand of LIB markets through the supply and demand outlooks by application and by type, which have been analyzed in Chapters 2 and 3.
We hope that this investigation content of SNE Research on the outlooks for supply and demand and mid- to long-term market of Li-Ion secondary batteries could be useful information for battery producers, related material suppliers, and customer companies using secondary batteries.
- Contents -
1. Mid- & Long-Term Outlook for LIB Market by Application (by 2030)
1.1 Mid- & Long-Term Outlook for Global LIB Market (by 2030) (Capa., Amount)
1.2 Small Application Market (IT and New Apps)
1.3 Medium & Large Application Market (EVs)
1.4 Medium & Large Application Market (ESS)
1.5 Outlook for LIB Price (IT, xEV, ESS)
2. Demand Status and Outlook for LIB (by 2030)
2.1 Market for Small LIBs
Existing Market (IT, Power Tools)
Mobile Phone
Tablet
Note PC
Power Tool / Garden Tool
New Markets (New Application Market)
Wearable Device
Smart Watch
Power Bank
E-Bike
xEV (Tesla)
Other (Dron, Next Gen.)
By Battery Manufacturer
2.2 Medium & Large LIB Market – EVs
Electric Vehicles
By Type
By Country
By Car Maker
By Car Model
EV Battery
By Type
By Country
By Battery Maker
2.3 Medium & Large LIB Market - ESS
By Application
For Residential Use
For C&I
For Grid
For UPS
By Country
By Battery Maker
3. Supply Status and Outlook for LIB (by 2030)
3.1 Status of Production Bases of Major LIB Makers
Samsung SDI’s Production Base / Production Capa.
LG Chem’s Production Base / Production Capa.
SK Innovation’s Production Base / Production Capa.
Panasonic’s Production Base / Production Capa.
Sony’s Production Base / Production Capa.
ATL’s Production Base / Production Capa.
Lishen’s Production Base / Production Capa.
BYD’s Production Base / Production Capa.
3.2 Small LIB Market
Production Capa. by Major Company (Cylindrical-type)
Production Capa. by Major Company (Square-type)
Production Capa. by Major Company (Polymer-type)
3.3 Medium & Large LIB Market
Production Capa. by Major Company
Production Capa. by Major Company (Korea)
Production Capa. by Major Company (Japan)
Production Capa by Major Company (China)
4. Supply and Demand Outlook for LIB (by 2030)
4.1 Small LIB Market
Supply and Demand Outlook (Cylindrical-type)
Supply and Demand Outlook (Square-type)
Supply and Demand Outlook (Polymer-type)
4.2 Supply and Demand Outlook for Medium & Large LIB Market
Supply and Demand Outlook (Cylindrical-type)
Supply and Demand Outlook (Square-type)
Supply and Demand Outlook (Polymer-type)
5. Summary and Implications
5.1 Summary
5.2 Implications