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市场调查报告书
商品编码
1197437

锂离子电池电解质溶剂市场——增长、趋势、COVID-19 的影响和预测 (2023-2028)

Lithium-Ion Battery's Electrolyte Solvent Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3个工作天内

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简介目录

在预测期内,锂离子电池电解液溶剂市场的复合年增长率预计将超过 21.5%。

COVID-19 大流行对市场产生了负面影响,供应链受到全球封锁的限制,行业扩张受到严重阻碍。 此外,汽车和电子产品的生产暂时停止,减少了主要终端用户行业的需求。 然而,随着疫情好转和汽车及电子产品生产的恢復,目前估计已达到疫情前的水平,并有望在预测期内实现稳定增长。

主要亮点

  • 由于电动汽车製造商和智能手机製造商的需求增加,预计锂离子电池对电解质溶剂的需求将会增长。
  • 另一方面,由于使用含有许多杂质的电解质而导致的潜在危害预计会阻碍市场增长。
  • 在预测期内,不可燃溶剂生产新技术和锂离子电池在航空航天应用中的普及等因素预计将为製造商提供许多机会。
  • 亚太地区在全球需求中所占份额最大,而中国显然主导着全球需求。

锂离子电池电解液市场趋势

电动汽车/汽车应用的需求增加

  • 电动汽车应用是所研究市场中增长最快的应用。 锂离子电池具有高功率重量比,这是推动电动汽车应用增长的主要优势。 能源效率高、高温性能好、自放电低等其他优势也为电动汽车的改进做出了贡献。
  • 电池使用溶剂在电解质和电子之间形成保护膜并调节电解质的浓度。
  • 混合此溶剂可降低电解质的粘度并增加锂盐的溶解度。 其结果是提高了锂离子在电解液中的迁移率,有望提高汽车电池的性能。
  • 根据 EV 销量,2021 年全球 EV(电动汽车)销量将达到 675 万辆,与 2020 年的 324 万辆相比增长 108%。
  • 此外,在 2021 年的 675 万辆电动汽车销量中,340 万辆销往中国大陆,230 万辆销往欧洲,70 万辆销往美国。 此外,EV(纯电动汽车(BEV)、插电式混合动力汽车(PHEV))在全球微型车销量中所占的比例将从 2020 年的 4.2% 增加到 2021 年的 8.3%。
  • 根据 IEA 的数据,在新政策情景下,2030 年全球电动汽车销量预计将达到 1.25 亿辆(不包括摩托车和三轮车)。
  • 此外,在 EV30@30 情景下,预计到 2030 年中国约 70% 的汽车销量将是电动汽车。 预计欧洲销量的一半为电动汽车,日本为 37%,加拿大和美国为 30%,印度为 29%。
  • 随着电动汽车行业的高速增长和各国政府的政策支持,电动汽车电池应用的溶剂需求预计将在预测期内创下最高增长率。

预计亚太地区将主导市场

  • 锂离子电池电解液在汽车和电子行业的需求量很大,尤其是在中国、印度和日本。预计市场规模将保持不变。
  • 中国是世界上最大的电动汽车市场。 中国电动汽车(纯电动汽车(BEV)和插电式混合动力汽车(PHEV))销量达到339.6万辆,较2020年的133.1万辆增长155%。
  • 此外,中国已投资至少 600 亿美元支持电动汽车行业,推动了到 2035 年向所有电动汽车或混合动力汽车过渡的雄心勃勃的计划。 到 2035 年,中国预计售出的汽车中约有 50% 将纯电动。
  • 根据印度储能联盟 (IESA) 的数据,到 2030 年,印度电动汽车 (EV) 行业的复合年增长率预计将达到 36% 左右。
  • 此外,印度政府将鼓励采用电动汽车,并且在某些行业将强制要求“儘早引入(混合动力和)电动汽车·我们正在通过“製造”计划增加动力。
  • 该系统刺激了对电动汽车的需求,并支持在城市地区部署充电技术和充电站。
  • 儘管日本计划到 2030 年代中期逐步淘汰汽油和柴油汽车,并且混合动力汽车的生产正在蓬勃发展,但消费者在 BEV 方面的选择有限。
  • 此外,日本已宣布到 2035 年将仅停止销售新的汽油动力汽车。
  • 日本政府遭到了丰田的强烈反对,丰田去年表示,如果政府行动过快,“汽车行业当前的商业模式将会崩溃”。 丰田正在开发一种以氢为燃料的燃料电池汽车 (FCEV),但直到 2025 年才计划量产 BEV 汽车。
  • 根据日本电子和信息技术产业协会 (JEITA) 的数据,截至 2021 年 12 月,日本电子和 IT 行业(包括电子设备、零件和设备)的全球产量预计每年增长 8%- 2021 年同比增长 37.3194 万亿日元(约 2810.9 亿美元),2022 年工业生产预计同比增长 2% 至 38.152 万亿日元(约 2863.3 亿美元)。
  • 因此,由于上述因素,预计亚太地区将在预测期内主导全球市场。

锂离子电池电解液溶剂市场竞争者分析

我们研究的市场具有综合性。 研究的主要市场参与者包括 UBE Corporation、Kindun Chemical Co., Limited、OUCC、Dongwha Electrolyte 和 Shenzhen Capchem Technology(排名不分先后)。

其他好处

  • Excel 格式的市场预测 (ME) 表
  • 三个月的分析师支持

内容

第一章介绍

  • 调查先决条件
  • 调查范围

第二章研究方法论

第 3 章执行摘要

第四章市场动态

  • 司机
    • 电动汽车製造商的需求不断扩大
    • 智能手机製造商的需求不断扩大
  • 阻碍因素
    • 使用不纯电解质可能带来的危害
    • 其他约束
  • 价值链分析
  • 波特的五力分析
    • 供应商的议价能力
    • 消费者的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争程度

第 5 章市场细分(基于价值的市场规模)

  • 溶剂类型
    • 碳酸亚乙酯 (EC)
    • 碳酸二乙酯 (DEC)
    • 碳酸二甲酯 (DMC)
    • 甲基碳酸乙酯 (EMC)
    • 碳酸亚丙酯 (PC)
    • 其他溶剂类型
  • 申请
    • 备用电源/UPS
    • 手机、笔记本电脑和其他一般消费电子产品
    • 电动汽车/汽车
    • 储能係统
    • 其他应用
  • 按地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 东盟国家
      • 其他亚太地区
    • 北美
      • 美国
      • 加拿大
      • 墨西哥
    • 欧洲
      • 德国
      • 法国
      • 英国
      • 意大利
      • 其他欧洲
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 中东
      • 沙特阿拉伯
      • 南非
      • 其他中东地区

第六章竞争格局

  • 併购、合资企业、合作、合同
  • 市场份额 (%) 分析
  • 主要参与者采用的策略
  • 公司简介
    • BASF SE
    • Connect Chemicals
    • Dongwha Electrolyte
    • Huntsman International LLC
    • Kindun Chemical Co., Limited
    • Lixing Chemical
    • Lotte Chemical
    • Merck KGaA
    • Mitsubishi Chemical Corporation
    • OUCC
    • Sankyo Chemical Co. Ltd
    • Shenzhen Capchem Technology Co. Ltd(CAPCHEM)
    • UBE Corporation
    • Zhengzhou Meiya Chemical Products Co. Ltd

第七章市场机会与未来趋势

  • 生产不易燃溶剂的新技术
  • 扩大锂离子电池在航空航天领域的使用
简介目录
Product Code: 71531

The lithium-ion battery's electrolyte solvent market is expected to record a CAGR of more than 21.5% during the forecast period.

The COVID-19 pandemic had a negative impact on the market, owing to the lockdown in various countries across the world led to supply chain constraints that significantly obstructed the expansion of the industry. Moreover, the production of automobiles and electronics observed a temporary halt which led to a decrease in demand for its major end-user industries. However, with improvement in the pandemic situation and the restart of automobile and electronic production operations, the market is now estimated to have reached pre-pandemic levels, and it is expected to grow steadily during the forecast period.

Key Highlights

  • The increasing demand from electric vehicle manufacturers and growing demand from smartphone manufacturers​​ are likely to drive the demand for lithium-ion battery's electrolyte solvents.
  • On the flip side, potential hazards caused by using impure electrolyte solvent is expected to hinder the growth of the market.
  • Factors like emerging technologies in the production of non-flammable solvents and the increasing scope of lithium-ion batteries in aerospace applications are likely to offer numerous opportunities to the manufacturers during the forecast period.
  • Asia-Pacific accounted for the largest share across the world, with China clearly dominating the global demand.

Lithium-ion Batteries Electrolyte Solvent Market Trends

Increasing demand from Electric Mobility/Vehicles Applications

  • Electric mobility vehicles application is the fastest-growing application of the market studied. Lithium-ion batteries have a high power-to-weight ratio, which is the major advantage that is driving its growth in electric vehicle applications.vThe other advantages, such as high energy efficiency, good high-temperature performance, and low self-discharge, are also playing a part in improving EVs.
  • Solvent is used in the batteries to adjust the concentration of the electrolyte, along with the formation of a protective layer between electrolyte and electrons.
  • These solvents are mixed to decrease the electrolyte's viscosity and increase the solubility of lithium salts. This increases the mobility of lithium-ions in the electrolyte, resulting in higher battery performance in the vehicles.
  • As per the EV Volumes, the global EV (electric vehicles) sales reached 6.75 million units in 2021, registering a growth of 108% compared to 3.24 million sales in 2020.
  • Moreover, out of the 6.75 million EVs sold in 2021, 3.4 million EVs were sold in 2021 to mainland China, 2.3 million EVs were sold in Europe, and 0.7 million were in the United States. Moreover, the share of EVs (battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs)) in global light vehicle sales was 8.3 % in the year 2021 as compared to 4.2 % in 2020.
  • According to IEA, in 2030, global electric vehicle sales are expected to reach 125 million as per the New Policies Scenario (excluding two/three-wheelers).
  • Furthermore, As per the EV30@30 Scenario, in 2030, around 70% of the vehicle sales in China are expected to be EVs. Also, half of the vehicles sold in Europe are EVs, along with 37% in Japan, 30% in Canada and the United States, and 29% in India.
  • With the high growth of the electric vehicle industry, along with government policy push in various countries, the solvent demand from electric vehicle battery application is expected to post the highest growth rates over the forecast period.

Asia-Pacific Region is Expected to Dominate the Market

  • Asia-Pacific region is largest market for lithium-ion battery's electrolyte solvent and is expected to remain the largest market in the forecast period owing to significant demand for lithium-ion battery mainly for the application in automotive and electronics industries majorly form the China, India, and Japan.
  • China is the largest car market for electric vehicles in the world. As per the EV Volumes, In China, the electric vehicle (battery electric vehicle (BEVs) and plug-in hybrid electric vehicle (PHEVs)) sales accounted for 3,396 thousand units, witnessing a growth of 155% compared to 1,331 thousand units, in 2020.
  • Moreover, China has invested at least USD 60 billion to support the EV industry and it is pushing an ambitious plan to transition to all-electric or hybrid cars by 2035. China has predicted that approximately 50% of all cars sold by 2035 will exclusively be EVs.
  • As per India Energy Storage Alliance (IESA), the Electric Vehicle (EV) industry in India is expected to expand at a CAGR of around 36% by 2030.
  • Moreover, The Indian government has created momentum through its Faster Adoption and Manufacturing of (Hybrid and) Electric Vehicles schemes that encourage and, in some segments, mandate the adoption of electric vehicles (EV), to reach 30% EV penetration by 2030.
  • The scheme creates demand incentives for EVs and supports the deployment of charging technologies and stations in urban centers.
  • Although Japan plans to phase out petrol and diesel cars by the mid-2030s and is a powerhouse producer of hybrid cars, consumers have a limited choice when it comes to BEVs.
  • Moreover, Japan also announced that it would stop the sale of new gasoline-only cars by 2035.
  • The Japanese government is facing pushback from Toyota, which said last year that "the current business model of the car industry is going to collapse" if the government moved too quickly. Toyota has no plans to mass-produce a BEV vehicle until 2025, although it is developing fuel-cell electric vehicles (FCEVs) that run on hydrogen.
  • According to Japan Electronics and Information Technology Industries Association (JEITA), as of December 2021, the global production by the Japanese electronics and IT industry, including electronic equipment, components, devices, and others was estimated to register a growth of 8% year-on-year in 2021 to JPY 37,319.4 billion (~USD 281.09 billion) and the industrial production is forecasted to JPY 38,015.2 billion (~USD 286.33 billion) in 2022, with an estimated growth of 2% year-on-year.
  • Thus, based on the aforementioned factors, Asia-Pacific is expected to dominate the global market over the forecast period.

Lithium-ion Batteries Electrolyte Solvent Market Competitor Analysis

The market studied is consolidated in nature. The major players in the market studied include (not in any particular order) UBE Corporation, Kindun Chemical Co., Limited, OUCC, Dongwha Electrolyte, and Shenzhen Capchem Technology Co. Ltd.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Increasing Demand from Electric Vehicle Manufacturers
    • 4.1.2 Growing Demand from Smartphone Manufacturers
  • 4.2 Restraints
    • 4.2.1 Potential Hazards Caused by Using Impure Electrolyte Solvents
    • 4.2.2 Other Restraints
  • 4.3 Industry Value Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Consumers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Value)

  • 5.1 Solvent Type
    • 5.1.1 Ethylene Carbonate (EC)
    • 5.1.2 Diethyl Carbonate (DEC)
    • 5.1.3 Dimethyl Carbonate (DMC)
    • 5.1.4 Ethyl Methyl Carbonate (EMC)
    • 5.1.5 Propylene Carbonate (PC)
    • 5.1.6 Other Solvent Types
  • 5.2 Application
    • 5.2.1 Power Backups/UPS
    • 5.2.2 Mobile, Laptops, and Other Commonly Used Consumer Electronic Goods
    • 5.2.3 Electric Mobility/Vehicles
    • 5.2.4 Energy Storage Systems
    • 5.2.5 Other Applications
  • 5.3 Geography
    • 5.3.1 Asia-Pacific
      • 5.3.1.1 China
      • 5.3.1.2 India
      • 5.3.1.3 Japan
      • 5.3.1.4 South Korea
      • 5.3.1.5 ASEAN Countries
      • 5.3.1.6 Rest of Asia-Pacific
    • 5.3.2 North America
      • 5.3.2.1 United States
      • 5.3.2.2 Canada
      • 5.3.2.3 Mexico
    • 5.3.3 Europe
      • 5.3.3.1 Germany
      • 5.3.3.2 France
      • 5.3.3.3 United Kingdom
      • 5.3.3.4 Italy
      • 5.3.3.5 Rest of Europe
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Rest of South America
    • 5.3.5 Middle-East
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 South Africa
      • 5.3.5.3 Rest of Middle-East

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Share (%) Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 BASF SE
    • 6.4.2 Connect Chemicals
    • 6.4.3 Dongwha Electrolyte
    • 6.4.4 Huntsman International LLC
    • 6.4.5 Kindun Chemical Co., Limited
    • 6.4.6 Lixing Chemical
    • 6.4.7 Lotte Chemical
    • 6.4.8 Merck KGaA
    • 6.4.9 Mitsubishi Chemical Corporation
    • 6.4.10 OUCC
    • 6.4.11 Sankyo Chemical Co. Ltd
    • 6.4.12 Shenzhen Capchem Technology Co. Ltd (CAPCHEM)
    • 6.4.13 UBE Corporation
    • 6.4.14 Zhengzhou Meiya Chemical Products Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Emerging Technologies in the Production of Non-flammable Solvents
  • 7.2 Increasing Scope of Lithium-ion Batteries in Aerospace Applications