Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
From Technologies to Markets
© 2021
From Technologies to Markets
From Technologies to Markets
Status of the
Rechargeable
L...
2
2
2
TABLE OF CONTENTS
Part 1/4
• Scope of the report p7
• Methodology used inYole Développement reports p8
• About the a...
3
3
3
Li-ion battery recycling supply chain movement – partnerships and Merger and
Acquisition
Second-life battery - suppl...
4
4
4
Different Li-ion battery cells - comparative table
Comparative graph of energy density for different Li-ion battery ...
5
5
5
TABLE OF CONTENTS
Part 4/4
Three main battery pack development axes
Li-ion battery packs - Manufacturing process flo...
6
Biography & contact
ABOUT THE AUTHOR
Shalu Agarwal,PhD.
Shalu Agarwal, PhD. is Power Electronics and Materials Analyst a...
7
7
7
This report:
• Offer deep insights into the rechargeable Li-ion battery market, covering the three main application ...
8
8
8
BATTERYTYPES
Battery type
Primary
(non-rechargeable)
Secondary (rechargeable)
Alkaline Nickel-metal hydride Lithium-...
9
9
9
BATTERY CELL -TECHNOLOGY TRENDS
Main battery
cell trends are
aligned with
much sought-
after higher
energy
density.
...
10
2020 - 2026 LI-ION BATTERY MARKET FORECAST
Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.f...
11
LI-ION BATTERIES – COST ANALYSIS
Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
12
LI-ION BATTERY RAW MATERIALS SUPPLY CHAIN
Top ten countries - 2020 ranking
Some
countries are
very crucial in
the batte...
13
TOP LI-ION BATTERY COMPONENTS MANUFACTURERS 2020
Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www....
14
LI-ION BATTERY SUPPLY CHAIN
Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
15
15
15
LI-ION BATTERY SUPPLY CHAIN - GIGAFACTORIES WORLDWIDE
Status of the Rechargeable Li-ion Battery Industry 2021| Sa...
16
LI-ION BATTERIES -TECHNOLOGY AND MARKET CHALLENGES
Main challenges
There are
many
challenges
associated
with Li-ion
bat...
17
17
17
TOWARD ENHANCED Li-ion BATTERY SAFETY
Although Li-
ion battery
chemistries are
associated with
intrinsic safety
i...
18
18
18
LI-ION BATTERY PACK TRENDS
Battery pack - voltage level and fast-charging capability
Higher-power charging capabi...
19
19
19
LI-ION BATTERY INNOVATION – A FEW EXAMPLES
Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www....
20
20
20
• Second life-battery represents
an additional added-value for
end-of-life EV/HEV batteries.
• As the number of E...
21
Contact our
SalesTeam
for more
information
Power Electronics for E-
Mobility 2021
Lithium-ion Battery Recycling
Market ...
22
Yole Group of Companies, including Yole Développement,
System Plus Consulting and PISEO, are pleased to provide
you a g...
23
About Yole Développement | www.yole.fr | ©2020
CONTACTS
Western US & Canada
Steve Laferriere - steve.laferriere@yole.fr...
Upcoming SlideShare
Loading in …5
×
Upcoming SlideShare
What to Upload to SlideShare
Next
Download to read offline and view in fullscreen.

0

Share

Download to read offline

Status of the Rechargeable Li-ion Battery Industry 2021

Download to read offline

Asia dominates the Li-ion battery supply chain, but Europe is on the rise, with more than 1,000 GWh battery production already announced by 2030.

More information: https://www.i-micronews.com/products/status-of-the-rechargeable-li-ion-battery-industry-2021/

Related Books

Free with a 30 day trial from Scribd

See all
  • Be the first to like this

Status of the Rechargeable Li-ion Battery Industry 2021

  1. 1. From Technologies to Markets © 2021 From Technologies to Markets From Technologies to Markets Status of the Rechargeable Li-ion Battery Industry 2021 Market and Technology Report Sample
  2. 2. 2 2 2 TABLE OF CONTENTS Part 1/4 • Scope of the report p7 • Methodology used inYole Développement reports p8 • About the author p9 • Companies list p10 • What we saw / what we missed p11 • Who should be interested in this report p12 • Three page summary p14 • Executive summary p18 • Introduction p54 Battery types Li-ion battery composition Different Li-ion battery cells - comparative table • Market forecast p58 Li-ion battery market segments 2020 - 2026 Li-ion battery cell demand in MWh - consumer electronics 2020 - 2026 Li-ion battery cell market value in $M - consumer electronics 2020 - 2026 Li-ion battery cell demand in GWh - E-mobility 2020 - 2026 Li-ion battery cell market value in $M - E-mobility 2020 - 2026 Li-ion battery cell demand in MWh - stationary battery energy storage 2020 - 2026 Li-ion battery cell market value in $M - stationary battery energy storage applications How does E-mobility impact stationary battery market demand? 2020 - 2026 total Li-ion battery cell demand (GWh) 2020 - 2026 Li-ion battery cell market - total value ($B) 2020 - 2026 battery cell average selling price – evolution What impacts the price? Where is the potential for battery pack cost decrease? • Market trends p72 How is Li-ion battery demand growing? Li-ion battery - key applications Li-ion battery applications, as analyzed in this report Large battery capacity - not necessarily a sign of high-end product Battery capacity range, by application Li-ion battery requirements for different applications - overview Consumer electronics – main drivers and market segments Li-ion battery-powered cordless power tools Consumer electronics – battery requirements Main drivers for electric mobility Electric mobility EV/HEV – CO2 reduction regulations as the main Driver EV/HEV – different electrification levels and their associated CO2 reduction How EVs/HEVs drive technology innovation Batteries as a charging speed bottleneck EV/HEV - battery requirements Light commercial vehicles Electric and hybrid-electric buses Electric trucks Battery in electric trucks must compete with other solutions E-scooters E-bikes Main drivers for stationary battery energy-storage applications Benefits of battery for stationary battery applications EV/HEV charging and intermittent renewable sources drive the stationary battery market Stationary battery storage - challenges New stationary battery segment - buffer battery for EV/HEV charging Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  3. 3. 3 3 3 Li-ion battery recycling supply chain movement – partnerships and Merger and Acquisition Second-life battery - supply chain trends Second-life battery - drivers and challenges Second-life batteries - partnerships Battery-cell manufacturers Battery cell manufacturers, split by cell chemistry and cell format Battery pack manufacturers Li-ion battery supply chain - gigafactories worldwide Cell production capacity (gigafactories) announced in Europe Cell production capacity (gigafactories) announced in Asia and in the USA Global battery production capacity vs. battery demand (in GWh) Top battery manufacturers’ market shares Who is doing what - LG Energy Solution Who is doing what – CATL Li-ion battery supply chain Announcements about new battery manufacturing capaci- investment strategyties- Partnerships, joint ventures and merger & acquisition Li-ion battery - manufacturing and testing equipment suppliers Battery integrators - consumer electronics Battery integrators - cordless tools Battery integrators - electric and hybrid electric vehicles Battery integrators - electric buses Battery integrators - electric trucks Stationary battery and battery inverter suppliers Li-ion battery supply chain - horizontal and vertical integration Supply chain reshaping - focus on non-mainstream applications Moving to another business segment is not so easy… • Battery cost analysis p176 General information about the analyzed EV batteries Anode cost comparison TABLE OF CONTENTS Part 2/4 Battery electricity storage systems for buildings -V2H Vehicle-to-grid (V2G) Space applications – main market drivers Space applications - battery usage and applications Space applications - battery specifications and requirements Aerospace applications - main drivers and market segments Aerospace applications - battery specifications and requirements • Li-ion battery supply chain p119 Numerous players can find opportunities in the Li-ion battery business Li-ion battery raw material suppliers - cobalt Cobalt supply chain flow Glencore supply chain Li-ion battery raw material – lithium-How much lithium is in everyday items? Li-ion battery raw material suppliers - lithium The lithium supply chain is being reshaped Ganfeng Lithium - supply partnerships Lithium resources and applications Li-ion battery raw materials supply chain - top ten countries Li-ion battery component suppliers – anode – graphite based 2020 top graphite-based anode material manufacturers market shares Li-ion battery material developers – Anode – silicon based Li-ion battery component suppliers – cathode 2020 top cathode material manufacturers market shares Li-ion battery component suppliers – electrolyte 2020 top electrolyte manufacturers market shares Li-ion battery separator - developers and manufacturers 2020 top separator material manufacturers market shares Future separator manufacturing capacity expansion Li-ion battery component suppliers - other Li-ion battery recycling companies – geographic overview Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  4. 4. 4 4 4 Different Li-ion battery cells - comparative table Comparative graph of energy density for different Li-ion battery cells Lithium manganese oxide (LMO) cathode Lithium iron phosphate (LFP) cathode Lithium nickel cobalt aluminium oxide (NCA) cathode Lithium cobalt oxide (LCO) cathode Lithium nickel cobalt manganese oxide (NMC) cathode NCM as a “universal” cell technology Technology trends – cathode Towards nickel-rich and low cobalt cells Next-generation NMC 811 cathode LG Energy’s pouch NMC 721 cathode NCMA battery Towards cobalt-free cells Technology trends – anode Main Li-ion battery anode material trends Technology trends - anode Lithium -Titanate (LTO) anode Graphene-based anode materials Separator - overview Technology trends – separator Polyolefin based separator Ceramic separators Technology trends – electrolyte Solid-state electrolyte Towards “beyond Li-ion” technologies • Technology trends - Battery pack p248 Global trends in battery pack Battery pack components TABLE OF CONTENTS Part 3/4 Cathode cost comparison Separators cost comparison Electrolytes cost comparison Cell materials cost comparison 2019 - 2025 BEV battery cell price and cost of cells-to-pack integration Take away • Li-ion battery main challenges p186 Technology and market challenges Key Challenges - Fast charging Key Challenges – safety Key Challenges – cost • Li-ion battery innovation p197 Tesla 4680 tab-less battery GM - LG Energy solution Ultium batteries BYD blade battery • Technology trends p204 How technology trends are interlinked with the factors of battery choice How smartphones drive Li-ion battery technology innovations How EV/HEV drive Li-ion battery technology innovations Technology trends - towards higher cell safety Four main axes of Li-ion battery cell development Two main axes of innovation - cell and pack level Is lower environmental impact an important criteria for battery customers? • Technology trends - Battery cell p212 Li-ion battery cells - Manufacturing process flow What are the limitations/weak points of Li-ion batteries? Battery-cell improvement approaches Li-ion battery trends: battery cell - size, design, and formats Li-ion battery trends: battery cell - materials Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  5. 5. 5 5 5 TABLE OF CONTENTS Part 4/4 Three main battery pack development axes Li-ion battery packs - Manufacturing process flow Battery pack voltage and energy capacity, by application Battery pack - size, design, and formats Toward higher standardization to reduce battery costs Battery pack approach- cell to module approach Modular pack – a few examples Battery pack approach – cell to pack approach Cell to pack approach - BYD blade battery Cell to pack approach – module pack integrated (MPI) Platform Battery pack - voltage level and fast-charging capability Toward 1,500V DC in stationary battery pack Battery pack – BMS Battery pack - thermal management Trends towards higher battery charging power capability • Second-Life battery and recycling p273 Two options for end-of-life EV batteries Lifecycle of a battery pack Option 1- recycling of Li-ion batteries General recycling process Battery recycling - what is recycled, and who are the customers? Li-ion battery recycling process Li-ion battery recycling process - hydrometallurgical method Advantages and disadvantages of pyrometallurgical and hydrometallurgical process Challenges in Li-ion battery recycling Option 2 - Second-life batteries Second-life battery applications – examples Second-life applications-trend Cathode raw-material share of a few battery cells Li-ion battery recycling technology - innovation • Conclusion p287 Conclusions / Takeaways Li-ion battery market Applications - consumer electronics Applications - E-mobility Applications - stationary energy storage Battery technologies - Li-ion and “beyond Li-ion” technologies Battery technologies - focus on Li-ion Battery technologies - second-life battery and recycling Li-ion battery supply chain • Yole Group of Companies presentation p297 Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  6. 6. 6 Biography & contact ABOUT THE AUTHOR Shalu Agarwal,PhD. Shalu Agarwal, PhD. is Power Electronics and Materials Analyst at Yole Développement (Yole),within the Power & Wireless division. Based on Seoul, Shalu is engaged in the development of technology & market reports as well as the production of custom consulting studies. Shalu has more than 10 years’ experience in Electronic Material Chemistry. Before joining Yole, she worked as a project manager and research professor in the field of electronic materials, batteries and inorganic chemistry. Shalu Agarwal received her master’s and Ph.D. degree in Chemistry from the Indian institute of Technology (IIT) Roorkee (India). E-mail: shalu.agarwal@yole.fr Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  7. 7. 7 7 7 This report: • Offer deep insights into the rechargeable Li-ion battery market, covering the three main application segments: consumer electronics, electric mobility, and stationary energy storage. • Furnish 2020 - 2026 battery demand data (in GWh) and market value (in $M) for different Li-ion battery applications. • Offer a thorough analysis of different Li-ion chemistries and their future applicative potential. • Discuss the cost analysis of various type of Li-ion batteries. • Discuss main challenges associated with Li-ion batteries • Discuss the main technology trends for Li-ion battery cell materials, formats, sizes, and cell components (cathode, anode, electrolyte, and separator), as well as battery packs. • Provide a detailed overview of the Li-ion battery supply chain, ranging from raw material supply, cell components, and manufacturing/testing equipment, to battery integrators in different applications, and battery recycling companies. SCOPE OFTHIS REPORT Yours needs are out of scope of this report? Contact us for a custom study: Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  8. 8. 8 8 8 BATTERYTYPES Battery type Primary (non-rechargeable) Secondary (rechargeable) Alkaline Nickel-metal hydride Lithium-ion Lead-acid Nickel-cadmium Lithium manganese oxide (LMO) cathode Lithium iron phosphate (LFP) cathode Lithium nickel cobalt aluminum oxide (NCA) cathode Lithium cobalt oxide (LCO) cathode Lithium nickel cobalt manganese oxide (NCM) cathode Examples Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  9. 9. 9 9 9 BATTERY CELL -TECHNOLOGY TRENDS Main battery cell trends are aligned with much sought- after higher energy density. Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021 Less cobalt and nickel-rich Affordable batteries Cathode Anode Electrolyte Cell NMC NCA LFP LTO NMC Li-S* LMO NMC 622 NMC 532 NMC8 11 Lithium metal anode Solid-state electrolyte Solid-state battery (no separator) NMC 721 *Li-S: Lithium-Sulfur 2019 2020 2025 and beyond Innovation Change Separator-free Li- ion battery 2021 NCMA LFP Graphene anode Separator Progressive evolution Cell format and form factor optimized for a given application Fast-charging-capable cells Increasing cell energy density and energy capacity per cell Beyond Li-ion technologies High-performance batteries Growing silicon-rich anode share Growing ceramic separator share
  10. 10. 10 2020 - 2026 LI-ION BATTERY MARKET FORECAST Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  11. 11. 11 LI-ION BATTERIES – COST ANALYSIS Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  12. 12. 12 LI-ION BATTERY RAW MATERIALS SUPPLY CHAIN Top ten countries - 2020 ranking Some countries are very crucial in the battery raw materials supply chain. China tops the list with the world's leading producer of graphite. DRC- Democratic Republic of the Congo Top 10 Li-ion battery raw materials countries of production Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  13. 13. 13 TOP LI-ION BATTERY COMPONENTS MANUFACTURERS 2020 Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  14. 14. 14 LI-ION BATTERY SUPPLY CHAIN Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  15. 15. 15 15 15 LI-ION BATTERY SUPPLY CHAIN - GIGAFACTORIES WORLDWIDE Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  16. 16. 16 LI-ION BATTERIES -TECHNOLOGY AND MARKET CHALLENGES Main challenges There are many challenges associated with Li-ion batteries. Greater safety Better performance (e.g. fast charging) Lower cost Main challenges associated with Li-ion batteries Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  17. 17. 17 17 17 TOWARD ENHANCED Li-ion BATTERY SAFETY Although Li- ion battery chemistries are associated with intrinsic safety issues, the final battery pack can be designed and built to be very safe. Safety level Integration level Chemistry Cell Pack System High Low Adapted high- voltage cables Thermal management Modular approach (low-voltage modules) BMS Housing Connectors Protection components Battery placement Fire-suppression system Safe chemistry Ceramic separator Non-flammable electrolyte Cell housing Cell safety vent LFP LCO NCA NMC LMO LTO Fire-suppression system Li-ion battery Even ‘safe’ present some hazards. Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  18. 18. 18 18 18 LI-ION BATTERY PACK TRENDS Battery pack - voltage level and fast-charging capability Higher-power charging capability • Battery charging in minutes instead of hours • Driven by: • Trends towards full electric vehicles • Increasing battery pack energy capacity in kWh • Development and deployment of ultrafast charging stations with charging power over 150kW (up to over 350kW) • It requires suitable cells, cell interconnections, thermal management (cooling), and safety solutions for battery pack. Higher battery-pack voltage • A battery pack voltage increase enables higher speed charging, desired by car manufacturers and car users. • Today, the mainstream battery pack voltage in passenger vehicles is about 400V .The trends, especially in premium, long-range vehicles is to increase the battery voltage to “800V level” (it can be 650V, 800V, 900V, etc.). Similar voltage level is used also in electric buses, trucks and some off-road vehicles. • Higher voltage enables lower Joule losses in battery pack wiring, inverter and motor wiring, wiring weight, volume and cost reduction, and easier integration in the vehicle. • In stationary battery energy systems, there is a trend to increase battery voltage toward 1,500V, as this value is increasingly used in photovoltaic systems (often associated with battery storage systems). Some high-power charging stations can fast-charge a single car, or charge several cars simultaneously Source: ABB Porsche Taycan using 800V approach Benefits of 800V approach: ~400V ~800V Up to 1500V Premium BEVs Stationary battery energy storage 1,500V 1,000V Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  19. 19. 19 19 19 LI-ION BATTERY INNOVATION – A FEW EXAMPLES Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  20. 20. 20 20 20 • Second life-battery represents an additional added-value for end-of-life EV/HEV batteries. • As the number of EVs increasing every year, theoretically/ideally more and more end-of-life batteries should go for second-life applications before being recycled. • However, currently, the number of EVs is marginal, and most have yet not reached end-of- life. Therefore, the questions about the real trend of second- life-application are still pending and will only find their answers through the actual practice of recycling and second-life applications of EV batteries. SECOND-LIFE APPLICATIONS-TREND Second-life application Recycling EV batteries EV batteries Recycling Today Next 3 - 5 years 5+ years Second-life application EV batteries Recycling Ideal/theoretical trend of second-life-applications Second-life application Real trend of second-life-application Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  21. 21. 21 Contact our SalesTeam for more information Power Electronics for E- Mobility 2021 Lithium-ion Battery Recycling Market &TechnologyTrends 2020 Solid-State Battery 2021 DC Charging for Plug-In ElectricVehicles 2021 YOLE GROUP OF COMPANIES RELATED REPORTS Yole Développement Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021 Li-ion Battery Packs for Automotive and Stationary Storage Applications 2020
  22. 22. 22 Yole Group of Companies, including Yole Développement, System Plus Consulting and PISEO, are pleased to provide you a glimpse of our accumulated knowledge. We invite you to share our data with your own network, within your presentations, press releases, dedicated articles and more, but you first need approval from Yole Public Relations department. If you are interested, feel free to contact us right now! We will also be more than happy to give you updated data and appropriate formats. Your contact: Sandrine Leroy, Dir. Public Relations Email: leroy@yole.fr HOWTO USE OUR DATA? Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021
  23. 23. 23 About Yole Développement | www.yole.fr | ©2020 CONTACTS Western US & Canada Steve Laferriere - steve.laferriere@yole.fr + 1 310 600 8267 Eastern US & Canada ChrisYouman - chris.youman@yole.fr +1 919 607 9839 Europe and RoW Lizzie Levenez - lizzie.levenez@yole.fr +49 15 123 544 182 Benelux, UK & Spain Marine Wybranietz - marine.wybranietz@yole.fr +49 69 96 21 76 78 DACH (North Germany,Austria, Switzerland) Neha CHAUDHURY - neha.chaudhury@yole.fr +49 172 97 47 248 South Germany & France Martine Komono - martine.komono@yole.fr +49 173 69 43 31 India and RoA Takashi Onozawa - takashi.onozawa@yole.fr +81 80 4371 4887 Greater China MavisWang - mavis.wang@yole.fr +886 979 336 809 +86 136 6156 6824 Korea Peter Ok - peter.ok@yole.fr +82 10 4089 0233 Japan Miho Ohtake - miho.ohtake@yole.fr +81 34 4059 204 Japan and Singapore Itsuyo Oshiba - itsuyo.oshiba@yole.fr +81 80 3577 3042 Japan Toru Hosaka – toru.hosaka@yole.fr +81 90 1775 3866 FINANCIAL SERVICES › Jean-Christophe Eloy - eloy@yole.fr +33 4 72 83 01 80 › Ivan Donaldson - ivan.donaldson@yole.fr +1 208 850 3914 CUSTOM PROJECT SERVICES › Jérome Azémar, Yole Développement - jerome.azemar@yole.fr - +33 6 27 68 69 33 › Julie Coulon, System Plus Consulting - jcoulon@systemplus.fr - +33 2 72 17 89 85 GENERAL › Jean-Christophe Eloy, Marketing & Communication eloy@yole.fr - +33 472 83 01 01 › Sandrine Leroy, Public Relations sandrine.leroy@yole.fr - +33 4 72 83 01 89 › General inquiries: info@yole.fr - +33 4 72 83 01 80 Follow us on REPORTS, MONITORS &TRACKS Status of the Rechargeable Li-ion Battery Industry 2021| Sample | www.yole.fr | ©2021

Asia dominates the Li-ion battery supply chain, but Europe is on the rise, with more than 1,000 GWh battery production already announced by 2030. More information: https://www.i-micronews.com/products/status-of-the-rechargeable-li-ion-battery-industry-2021/

Views

Total views

319

On Slideshare

0

From embeds

0

Number of embeds

2

Actions

Downloads

11

Shares

0

Comments

0

Likes

0

×