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全球LIB生产线扩大预测(～2035年)
市场调查报告书
商品编码
1503452

全球LIB生产线扩大预测(～2035年)

<2024> Global Outlook for Expansion of LIB Production Lines (~2035)
出版日期: | 出版商: SNE Research | 英文 194 Pages | 商品交期: 请询问到货日

价格
简介目录

虽然二次电池的供应因2021年中国积极的产能扩张而增加，但由于2023年中国电动车补贴结束和电动车鸿沟，需求预测未能实现，促使超级週期正达到平台期。电动车市场成长放缓速度快于预期，使得电池企业（包括3家国内企业）和材料企业的积极投资变得毫无意义。

这种不稳定的市场趋势使得预测成长变得困难。为了应对快速变化的市场并降低企业风险，了解製造商的扩张计划并结合市场需求进行全面分析是有效的。

本报告对全球锂离子电池市场进行了研究和分析，提供了全球二次电池製造商的现状和产能资讯。报告也总结了主要汽车製造商电池内部生产的趋势以及各地区二次电池产业扩大产能的政策。

目录

第1章 全球汽车·电动车市场趋势

  • 全球汽车市场预测
  • 全球小客车市场销售额规模
  • 汽车的销售额规模:各地区
  • 汽车的销售额比率:各地区
  • 全球电动化预测
  • 电气化预测:各地区
    • 美国
    • 欧洲
    • 中国
    • 日本
    • 韩国

第2章 LIB生产线扩大预测:各製造厂商

  • 韩国製造商LIB线扩大预测
    • 韩国的LIB市场现状
    • 扩大预测:各地区
    • 扩大预测:各尺寸规格
    • 扩大预测:各正极材料
    • 适合IT(小型电池的)生产能力
    • 适合EV/ESS的生产能力
    • 韩国製造商线扩大预测
  • 中国製造商LIB线扩大预测
    • 中国的LIB市场现状
    • 扩大预测:各地区
    • 全球市场进入趋势
    • 中国的地区的生产能力
    • 扩大预测:各尺寸规格
    • 中国製造商生产能力
    • 中国製造商线扩大预测
  • 日本製造商LIB线扩大预测
    • 日本的LIB市场现状
    • 扩大预测:各地区
    • 扩大预测:各尺寸规格
    • 适合IT(小型电池的)生产能力
    • 适合EV/ESS的生产能力
    • 日本製造商线扩大预测
  • 北美製造商LIB线扩大预测
    • 北美的LIB市场现状
    • 扩大预测:各地区
    • 包含扩大预测:各地区(美国外的企业)
    • 北美加入此市场的国的比例趋势
    • 扩大预测:各尺寸规格
    • 北美製造商生产能力
    • 北美製造商线扩大预测
  • 欧洲製造商LIB线扩大预测
    • 欧洲的LIB市场现状
    • 扩大预测:欧洲企业的各国
    • 扩大预测:各地区
    • 包含扩大预测:各地区(欧洲以外的企业)
    • 扩大预测:各尺寸规格
    • 欧洲製造商生产能力
    • 欧洲製造商线扩大预测

第3章 LIB中长期的供需预测(～2035年)

  • LIB需求预测
    • xEV+ESS+IT
    • 中/大型xEV+ESS
    • 中/大型xEV+ESS:各地区
  • LIB供给预测
    • xEV+ESS+IT(设计capacity)
    • xEV+ESS+IT(OEE 70％)
    • 电动车+ESS+IT
    • 中/大型xEV+ESS
    • IT
    • 中/大型xEV+ESS(各地区，OEE 70％)
    • 中/大型xEV+ESS(各尺寸规格，OEE 70％)
  • LIB供需预测
    • 中/大型xEV+ESS(世界，OEE 70％)
    • 中/大型xEV+ESS(北美，OEE 70％)
    • 中/大型xEV+ESS(欧洲，OEE 70％)
    • 中/大型xEV+ESS(中国，OEE 70％)

第4章 汽车OEM的电池内製化趋势

  • Volkswagen
  • Daimler
  • BMW
  • Tesla
  • Stellantis
  • Hyundai Motor Company
  • TOYOTA

第5章 EV/电池生产政策趋势:各地区

  • 中国
    • 2024年的LIB产业标准条件的公布(方案)
  • EV采用扩大的推动情形
  • 北美
    • 通货膨胀控制法 (IRA)
    • 拜登的电动车政策
  • 欧洲
    • EU电池法规
    • 重要原料法(CRMA)
    • EU的 "Fit for 55"
简介目录
Product Code: 227

The global electric vehicle market has been growing rapidly since the launch of Tesla Model 3 in 2017 and has been considered a key industry for carbon neutrality. Accordingly, various industries related to electric vehicles, such as batteries, materials, and their components, have also continued to grow along with the electric vehicle market. The three domestic battery companies are building large-scale production bases in North America and Europe and are striving to dominate the global market.

However, despite the increase in secondary battery supply due to China's aggressive expansion of production capacity in 2021, the end of China's electric vehicle subsidies in 2023 and the electric vehicle chasm have led to a failure in forecasting demand, and the electric vehicle super cycle has reached a stagnation stage. The electric vehicle market growth, which has slowed down faster than expected, is making aggressive investments by battery companies (including three domestic companies) and material companies meaningless.

Such unstable market trends make it difficult to predict growth. In order to respond to the rapidly changing market and reduce risks of companies, it would be helpful to understand manufacturers' expansion plans and comprehensively analyze them along with market demand.

This report provides a summary of the current status and production capacity of global secondary battery manufacturers. It also summarizes the battery internalization trends of major automakers and policies for expanding secondary battery industry capacity by region.

We hope this report will be helpful to those in the secondary battery industry.

Strong points of this report:

  • (1) Analysis of the expansion status and outlook of global LIB manufacturers
    • You can find detailed information on the production bases of LIB manufacturers in Korea, China, Japan, North America, and Europe, as well as the current status of each manufacturer.
  • (2) Analysis of mid-to-long term supply & demand outlook
    • Based on production capacity and plans, you can identify LIB supply up to 2035 and predict supply and demand outlook. (Supply and demand data is available in detail by cathode material type, region, and form factor.)
  • (3) Battery internalization trends of car OEMs and regional policies
    • You can understand the battery internalization trends of car OEMs and policies of the electric vehicle and battery production in China, North America, and Europe.

Table of Contents

1. Global Automobile & Electric Vehicle Market Trends

  • 1.1. Global Automobile Market Outlook
  • 1.2. Sales Size of Global Passenger Car Market
  • 1.3. Sales Size of Automobile by Region
  • 1.4. Sales Proportion of Automobile by Region
  • 1.5. Global Electrification Outlook
  • 1.6. Electrification Outlook by Region
    • 1.6.1. USA
    • 1.6.2. Europe
    • 1.6.3. China
    • 1.6.4. Japan
    • 1.6.5. Korea

2. Outlook for Expansion of LIB Production Lines by Manufacturers

  • 2.1. LIB Line Expansion Outlook of Korean Manufacturers
    • 2.1.1. LIB Market Status in Korea
    • 2.1.2. Expansion Outlook by Region
    • 2.1.3. Expansion Outlook by Form Factor
    • 2.1.4. Expansion Outlook by Cathode Material
    • 2.1.5. Production Capacity for IT (small-sized battery)
    • 2.1.6. Production Capacity for EV/ESS
    • 2.1.7. Line Expansion Outlook by Korean Manufacturers
      • 2.1.7.1. LGES
      • 2.1.7.2. SDI
      • 2.1.7.3. SK On
  • 2.2. LIB Line Expansion Outlook of Chinese Manufacturers
    • 2.2.1. LIB Market Status in China
    • 2.2.2. Expansion Outlook by Region
    • 2.2.3. Global Market Entry Trends
    • 2.2.4. Regional Production Capacity in China
    • 2.2.5. Expansion Outlook by Form Factor
    • 2.2.6. Production Capacity of Chinese Manufacturers
    • 2.2.7. Line Expansion Outlook by Chinese Manufacturers
      • 2.2.7.1. CATL
      • 2.2.7.2. BYD
      • 2.2.7.3. Gotion
      • 2.2.7.4. Lishen
      • 2.2.7.5. Farasis
      • 2.2.7.6. Great Power
      • 2.2.7.7. DFD New Energy
      • 2.2.7.8. Ganfeng Li Energy
      • 2.2.7.9. EVE Energy
      • 2.2.7.10. SVOLT
      • 2.2.7.11. CALB
      • 2.2.7.12. BAK
      • 2.2.7.13. REPT
      • 2.2.7.14. Sunwoda
      • 2.2.7.15. JEVE
      • 2.2.7.16. Envision AESC
      • 2.2.7.17. Zenergy
      • 2.2.7.18. EIKTO
      • 2.2.7.19. Phylion
      • 2.2.7.20. Narada
      • 2.2.7.21. MGL
      • 2.2.7.22. Gree Titanium
      • 2.2.7.23. Tesson New Energy
      • 2.2.7.24. SZZNP
      • 2.2.7.25. Wanxiang 123
      • 2.2.7.26. Tianneng
      • 2.2.7.27. ATL
      • 2.2.7.28. Soundon
      • 2.2.7.29. evps Ningbo
      • 2.2.7.30. Star Energy
      • 2.2.7.31. Coslight
      • 2.2.7.32. Camel
      • 2.2.7.33. Far East Battery
  • 2.3. LIB Line Expansion Outlook of Japanese Manufacturers
    • 2.3.1. LIB Market Status in Japan
    • 2.3.2. Expansion Outlook by Region
    • 2.3.3. Expansion Outlook by Form Factor
    • 2.3.4. Production Capacity for IT (small-sized battery)
    • 2.3.5. Production Capacity for EV/ESS
    • 2.3.6. Line Expansion Outlook by Japanese Manufacturers
      • 2.3.6.1. Panasonic
      • 2.3.6.2. PPES
      • 2.3.6.3. Murata
      • 2.3.6.4. PEVE
      • 2.3.6.5. LEJ
      • 2.3.6.6. BEC
      • 2.3.6.7. VEJ
      • 2.3.6.8. Others
  • 2.4. LIB Line Expansion Outlook of N/American Manufacturers
    • 2.4.1. LIB Market Status in N/America
    • 2.4.2. Expansion Outlook by Region
    • 2.4.3. Expansion Outlook by Region (incl. companies outside US)
    • 2.4.4. Trends in the proportion of countries entering the N/American market
    • 2.4.5. Expansion Outlook by Form Factor
    • 2.4.6. Production Capacity of N/American Manufacturers
    • 2.4.7. Line Expansion Outlook by N/American Manufacturers
      • 2.4.7.1. Tesla
      • 2.4.7.2. Microvast
      • 2.4.7.3. Statevolt
      • 2.4.7.4. Others
  • 2.5. LIB Line Expansion Outlook of European Manufacturers
    • 2.5.1. LIB Market Status in Europe
    • 2.5.2. Expansion Outlook by Country of European Companies
    • 2.5.3. Expansion Outlook by Region
    • 2.5.4. Expansion Outlook by Region (incl. companies outside Europe)
    • 2.5.5. Expansion Outlook by Form Factor
    • 2.5.6. Production Capacity of European Manufacturers
    • 2.5.7. Line Expansion Outlook by European Manufacturers
      • 2.5.7.1. Northvolt
      • 2.5.7.2. Leclanche
      • 2.5.7.3. ACC
      • 2.5.7.4. PowerCo
      • 2.5.7.5. BMZ (Terra E)
      • 2.5.7.6. Blue Solutions (Bollore)
      • 2.5.7.7. InoBat
      • 2.5.7.8. Itavolt
      • 2.5.7.9. West Midlands Gigafactory
      • 2.5.7.10. Verkor
      • 2.5.7.11. MORROW
      • 2.5.7.12. Renera Rosatom
      • 2.5.7.13. Cellforce
      • 2.5.7.14. Basquevolt
      • 2.5.7.15. Freyr
      • 2.5.7.16. Others

3. LIB Mid/Long-Term Supply & Demand Outlook (~'35)

  • 3.1. LIB Demand Outlook
    • 3.1.1. xEV+ESS+IT
    • 3.1.2. Mid/Large xEV+ESS
    • 3.1.3. Mid/Large xEV+ESS (by Region)
  • 3.2. LIB Supply Outlook
    • 3.2.1. xEV+ESS+IT (Design Capa)
    • 3.2.2. xEV+ESS+IT (OEE 70%)
    • 3.2.3. xEV+ESS+IT
    • 3.2.4. Mid/Large xEV+ESS
    • 3.2.5. IT
    • 3.2.6. Mid/Large xEV+ESS (by Region, OEE 70%)
    • 3.2.7. Mid/Large xEV+ESS (by Form Factor, OEE 70%)
  • 3.3. LIB Supply & Demand Outlook
    • 3.3.1. Mid/Large xEV+ESS (Global, OEE 70%)
    • 3.3.2. Mid/Large xEV+ESS (N/America, OEE 70%)
    • 3.3.3. Mid/Large xEV+ESS (Europe, OEE 70%)
    • 3.3.4. Mid/Large xEV+ESS (China, OEE 70%)

4. Trends in Battery Internalization of Car OEMs

  • 4.1. Volkswagen
  • 4.2. Daimler
  • 4.3. BMW
  • 4.4. Tesla
  • 4.5. Stellantis
  • 4.6. Hyundai Motor Company
  • 4.7. TOYOTA

5. EV/Battery Production Policy Trends by Region

  • 5.1. China
    • 5.1.1. Announcement of LIB Industry Standard Conditions in 2024 (Draft)
  • 5.2. Promotion Status of Expanding the Adoption of EV
  • 5.3. N/America
    • 5.3.1. Inflation Reduction Act (IRA)
    • 5.3.2. Biden's Electric Vehicle Policy
  • 5.4. Europe
    • 5.4.1. EU Battery Regulation
    • 5.4.2. Critical Raw Materials Act (CRMA)
    • 5.4.3. EU's 'Fit for 55'