电动车用 LFP 与 NMC 电池技术的技术经济比较：性能、价值链分析、成长机会，2024-2030 年

Techno-economic Comparison of LFP and NMC Battery Technologies for Electric Vehicle Applications: Performance, Value Chain Analysis, and Growth Opportunities, 2024-2030

出版日期: 2024年07月04日 | 出版商:

Frost & Sullivan | 英文 42 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

由于两种化学物质表现出的性能差异，LFP/NMC 电池提供了独特的价值提案。

电池技术的快速进步对于开发下一代电动车 (EV) 至关重要。目前，锂离子（Li-ion）电池、镍锰钴（NMC）和磷酸铁锂（LFP）在电动车电池组市场中处于领先地位，其中磷酸铁锂电池近年来越来越受欢迎。由于三元电池中使用的关键材料（例如镍和钴）以及供应链的不确定性和与保护这些金属（尤其是钴）相关的采矿挑战，加剧了这种情况。

LFP/NMC 电池采用不同的嵌入机制将锂离子限制在正极。 NMC 电池将这些离子储存在二维插层化合物中，而 LFP 电池将离子储存在阴极材料晶格内的3D结构中。这样做的一个重要后果是提高了 LFP 电池的安全性并延长了循环寿命。此外，磷酸铁锂电池在製造过程中避免使用稀有材料，因此价格低于三元电池。

本报告涵盖以下主题：技术前景涵盖 LFP 和 NMC 电池及其製造中使用的各种建筑材料之间的主要差异。

LFP和NMC电池的比较分析涵盖了能量密度、成本和循环寿命等各种性能参数。还包括两种电池的应用映射。

在资金筹措分析中，我们将重点放在磷酸铁锂/三元电池相关相关人员的主要资金筹措案例。

专利格局和成长机会分析了这两种电池的关键成长领域。

Rapid advancements in battery technology are imperative to develop the next generation of electric vehicles (EVs). Currently, the nickel-manganese-cobalt (NMC) and lithium-iron-phosphate (LFP) variants of lithium-ion (Li-ion) batteries lead the market for EV battery packs, with LFP batteries witnessing increased penetration over the past few years. This is exacerbated by the use of critical materials, such as nickel and cobalt, used in NMC variants, as well as supply chain uncertainties and mining challenges associated with securing these metals, especially cobalt, which is concentrated in a few African countries and is an important human rights issue.

LFP and NMC batteries follow a distinct intercalation mechanism to trap lithium ions in their cathodes. NMC batteries store these ions within 2D interlayers, while LFP batteries store ions within 3D structures in the cathode material lattice. An important result of this is enhanced safety and a longer cycle life for LFP batteries. In addition, LFP batteries, by avoiding the use of rare materials during fabrication, come at a lower price point than the NMC variant, which is a critical parameter for their accelerated adoption in key global markets.

This study covers the following topics: The technology landscape covers the major differences between LFP and MNC batteries as well as the various constituent materials used in their fabrication.

The comparative analysis of LFP and NMC batteries covers various performance parameters, including energy density, cost, and cycle life. The section also includes the application mapping for both battery variants.

The funding analysis covers stakeholders' major funding instances for LFP and NMC batteries.

The patent landscape and growth opportunities analyze the key growth areas for both battery variants.

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on LFP and NMC Batteries for the EV Industry
Growth Opportunities Fuel the Growth Pipeline Engine™
Research Methodology

Growth Opportunity Analysis

Scope of Analysis
Segmentation

Growth Generator

Growth Drivers
Growth Restraints

Technology Snapshot

The NMC and LFP Variants are Popular in EV Battery Packs
EVs are on an Exponential Growth Trajectory Across the World
LFP Versus NMC Batteries: Distinct Constituent Cathode Materials Influence Battery Performance
NMC and LFP Cathodes Exhibit Contrary Intercalation
LFP Versus NMC Batteries: Performance Parameters
LFP Batteries Have Seen an Uptick in Adoption in Recent Years

Innovation Ecosystem

Contemporary Amperex Technology Co. Ltd (CATL), China
LG Chemical Ltd., South Korea
Other Prominent LFP and NMC Battery Companies
Patent Landscape
LFP and NMC Battery Manufacturers: Funding Information

Growth Generator

Growth Opportunity 1: Facilitate the Launch of Cost-efficient EVs for Mass-market Adoption
Growth Opportunity 2: Enhance NMC Batteries to Pave the Way for the Electrification of Applications Witnessing High Demand
Growth Opportunity 3: Improve LFP Batteries' Energy Density to Help Them Emerge as a Comprehensively Superior Solution