电动汽车用先进锂电池的全球市场：增长机会和未来电池化学的采用

Global Growth Opportunities for Advanced Lithium Batteries for EVs and the Adoption of Future Battery Chemistries

出版日期: 2022年07月25日 | 出版商:

Frost & Sullivan | 英文 85 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

随着电动汽车 (EV) 越来越受欢迎，对高效电池解决方案、提高安全性和延长使用寿命的需求也在增加。迄今为止，电动汽车动力系统主要使用锂离子电池，电池化学成分的采用也在增加。

本报告审视了电动汽车用先进锂电池的全球市场，提供了市场概况、技术路线图、专利趋势、当前电池化学采用趋势和未来电池化学采用前景以及增长机会。它总结了分析

内容

战略要务

为什么增长越来越难
战略要务 8 (TM)
三大战略要务的市场影响
推动增长管道引擎 (TM) 的增长机会

成长环境

成长环境
不断发展的电池化学技术路线图
按电池化学分类的技术准备水平
OEM 采用：当前化学与未来化学
主要 OEM 采用全固态电池
专利状态：未来的电池化学
主要 OEM 的 Gigafactory 投资

增长机会分析

调查范围
本次调查回答的主要问题
锂电池的分类：按电池类型
成长指数
电动汽车电池市场前景：按电池容量
电动汽车电池市场展望：按电池化学分类
十大电动汽车电池供应商
十大电动汽车製造商
EV 电池容量：平均续航里程
电池规格路线图：锂离子
全固态电池和锂离子电池

专利分析：当前和未来的化学

NMC
LFP
全固态电池
钠离子电池
锂硫电池

主要市场趋势：当前和未来的电池化学成分

电池技术的演变
按电池类型比较性能
按应用划分的电池化学成分
电池传感技术的未来发展
电池技术的未来发展

未来的电池化学：向全固态电池的范式转变

全固态电池提供的主要价值
EV用全固态电池
固体电解质型
全固态电池商业化的障碍
不断发展的全固态电池生态系统

未来的电池化学：锂硫

锂硫电池提供的主要价值
电动汽车用锂硫电池
锂硫电池商业化的障碍
不断发展的锂硫电池生态系统

替代电池化学：钠离子/锂空气/铝空气

钠离子电池提供的主要价值
电动汽车用钠离子电池
锂空气电池提供的主要价值
电动汽车用锂空气电池
铝空气电池提供的主要价值
EV用铝空气电池
钠离子/Li-Air/Al-Air商业化的障碍
不断发展的钠离子/铝空气/锂空气电池生态系统
俄乌战争对电池化学的影响

增长机会领域

增长机会 1：采用未来的电动汽车电池化学成分
增长机会 2：战略联盟
增长机会 3：热管理
概述和未来前景

下一步

简介目录

Product Code: PC64-45

Lithium-sulfur, sodium-ion, and solid-state batteries are likely to be adopted for EV applications between 2025 and 2030

The widespread adoption of electric vehicles (EVs) has increased the need for efficient battery solutions, augmented safety, and an extended life span. To date, lithium-ion (Li-ion) batteries have been predominantly used in electric powertrain; however, the adoption of Li-ion battery chemistries such as nickel cobalt aluminum oxide (NCA), nickel manganese cobalt oxide (NMC), and lithium iron phosphate (LFP) has also gained momentum. As demand rises, battery costs will reduce from more than $1,000/kWh in 2010 to $100-$110/kWh in 2022 (and reduce even further beyond this). Many research institutions, battery suppliers, and key OEMs are collaborating to develop future battery chemistries with effective material performance, reduced production costs, and enhanced safety. As future chemistries (solid state, sodium ion, lithium sulfur) evolve, they will offer improved safety, increased energy density, and fast-charging capabilities, thereby overcoming the challenges associated with traditional Li-ion batteries.

Almost all the major suppliers, including CATL, LG Chem, and Panasonic, have ramped-up production capacities. The EV battery market has grown from 4,892 MWH in 2013 to 296,657 MWH in 2021 at a CAGR of 55.7%. These companies think that future battery chemistries will be a game-changing technology for EVs. Several suppliers and OEMs have signed contracts with research institutions to develop and expand future battery chemistry technologies.

This Frost & Sullivan study discusses global growth opportunities for advanced lithium batteries for EVs and the adoption of future battery chemistries; some of the topics covered are disruptive technologies impacting the market; the technology readiness level of future batteries; key automakers' investments in gigafactories; a performance comparison of existing battery chemistries and future chemistries; OEM preferences in terms of adopting solid-state battery technologies; and challenges and roadblocks to commercialization. The research service also analyzes the patent landscape for future chemistries such as solid-state, sodium-ion, lithium-sulfur, and lithium-air batteries.

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on Advanced Lithium Batteries for EVs
Growth Opportunities Fuel the Growth Pipeline Engine™