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市场调查报告书
商品编码
1548191
电池模组·包装用材料的技术趋势与市场预测(～2035年)<2024> Technology Trend and Market Outlook of Materials for Battery Module and Pack (~2035) |
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电动车电池的材料对其整体性能起着重要作用。近年来，有关电池材料的研究和资讯迅速增加。虽然电池芯在成本和使用方面都是极其重要的组件，但电池模组和电池组中使用的材料在重要性和可用数据方面受到的关注相对较少。
全球电动车 (EV) 电池组市场规模（包括纯电动车和插电式混合动力车）预计从 2021 年到 2035 年将以 19% 的复合年增长率成长。电动车电池组的市值预计将从2024年的1,230亿美元增加到2035年的4,620亿美元。不包括电芯和电池组製造成本和利润的电池组组件市场规模预计将从2025年的340亿美元增至2035年的1130亿美元，约占电池组总成本的25%。
电动车电池组的主要材料是电芯，但电芯之间的结构也很重要。然而，旨在提高能量密度的电池到电池组和电池到底盘等设计变化预计将减少对这些细胞间结构材料的需求。在电池内部，用于正极的镍、钴、铁和锰等材料以及用于负极的石墨（合成或天然）等材料占总材料需求的很大一部分。作为集流体的铜和铝也是重要的材料。虽然到 2035 年某些材料的需求预计不会大幅下降，但该行业正在放弃使用昂贵的钴，并专注于提高安全性。此外，
本报告对电池模组组市场进行研究和分析，并提供有关所用材料的主要用途和预期未来趋势的资讯。它还深入研究了最近热失控事故的激增以及用于预防这些事故的材料和开发策略。
目录
第1部分 EV和电池，电池组市场预测
- 全球EV市场预测
- 全球电池组市场预测
- 全球电池组零件市场预测
- 电池组的主要零件的成本结构
- EV电池所使用的电池组材料
- 包装外壳材料
- 热管理材料
- 细胞间结构材料
- 电池材料的展望
- 正极材料
- 负极材料
- 分离器
- 电解液
第2部分电池单元，模组，包装的主要材料趋势
- EV的种类
- EV的主要零件
- 动力传动规格:各EV类型
- EV电池材料
- EV电池材料的价值链结构
- 电池单元，模组，包装的差异
- 电池单元的类型
- 电池单元类型的讨论
- 电池单元类型的选择
- EV电池单元类型的选择
第3部分 EV电池组的规格分析与摘要
- EV电池组的规格分析
- 电池单元·包装价格预测
- 客车EV电池组的平均容量(kWh)
- EV电池组的能量密度的分析(kWh/kg)
- EV电池组的可使用能源的分析
- 电池组的主要零件的重量比
- 主要的EV电池组的规格概要
第4部分电池单元，模组，包装平台趋势
- 电动车平台与电池组发展趋势
- 大众MEB
- HKMC e-GMP
- GM Ultium
- 特斯拉
- 丰田 e-TNGA
- 无模组电池组特性：比亚迪CTP Pack/CATL CTP Pack
- 使用混合电池组
- AB电池组系统
第5部分 包装的主要的零件
第1章 电池单元结构材料，零件
- 电池单元零件
- 电池单元零件企业的供应链
- 电池单元的化学组成的变化(量镍，LFP)
- 在电池单元·包装层级的能量密度的变化
第2章 电池组用热传导材料(TIM)
- TIM的类型
- TIM的主要的材料
- EV的应用案例
- TIM的形状和材料的比较
- TIM的主要的考虑事项
- TIM的开发趋势
- 预测:TIM各类型
第3章 面向电池组外壳(托盘，填补，垫圈)，冷却板材料
- 外壳开发与材料趋势
- 聚合物复合材料
- 铝合金材料
- 不锈钢材料
- 包装密封垫圈材料
- 包装冷却板材料
第4章 保护包装的阻燃性材料与解决方案
- 热逸散
- 电池组的阻燃性的必要性
- 热逸散防止解决方案
第5章 电池单元间零件和材料
- 构成模组的材料(圆柱型，方形，袋形)
- 电池单元间的绝缘材料(泡沫)
- 压缩垫片
- 电子零件的连接(汇流排，FPCP)
- 连接电力材料概要(铜，铝)
- 零件连接技术(焊接/焊接)
第6部分 主要企业状况
第1章 电池单元
- 电池单元垫圈
- Sang-A Frontec
- 电池单元CAN
- Sangsin EDP
- Dongwon Systems
- 电池单元小袋
- YoulChon Chemical
第2章 模组和包装
- 汇流排·ICB集合
- KET/Younghwa Tech/LS EV Korea/Hyunwoo Industrial/Daeduck Electronics
- 线束集合
- Yura Corporation/Kyungshin
- 壳体组件
- Hanjoo Metal/Aluko/Inzi Controls/Shinsung Delta Tech
- 温度控管系统
- Hanon Systems
- 温度控管材料
- WACKER/Saint-Gobain PPL
- 包装垫圈
- Dong-A Hwa Sung
- 包装模组製造
- Sebang Lithium Battery/Amada Weld Tech Korea/Trumpf Korea
Materials within electric vehicle batteries play a critical role in overall performance. Recent years have seen a surge in research and information about battery cell materials. While battery cells are crucial components in terms of both cost and usage, the materials used in battery modules and packs have received relatively less attention in terms of importance and available data. This report focuses on the primary purposes of materials used in battery modules and packs and their anticipated future trends. The discussion of battery cells is limited to their four core components.
The global market for electric vehicle (EV) battery packs, including both BEVs and PHEVs, is projected to grow at a compound annual growth rate (CAGR) of 19% from 2021 to 2035. The market value for EV battery packs is expected to increase from $123 billion in 2024 to $462 billion in 2035. Excluding cell and pack manufacturing costs and profits, the market for components within the battery pack is forecast to grow from $34 billion in 2025 to $113 billion in 2035, accounting for approximately 25% of the total battery pack cost.
Battery cells are the main materials in EV packs, but inter-cell structures are also important. However, with design changes like Cell-to-Pack and Cell-to-Chassis aimed at increasing energy density, the demand for these inter-cell structural materials is expected to decrease. Within battery cells, materials like nickel, cobalt, iron, and manganese for the cathode, and graphite (synthetic or natural) for the anode, constitute a significant portion of the overall material demand. Copper and aluminum, serving as current collectors, are also crucial materials. While there seems to be no significant decline in demand for specific materials through 2035, the industry is moving away from the use of expensive cobalt and focusing on enhancing safety. Additionally, this report delves into the recent surge in thermal runaway incidents in battery modules and packs, and the materials and development strategies being employed to prevent such occurrences.
This report provides updated information on companies including Sang-A Frontec, Sangsin EDP, Dongwon Systems, Yulchon Chemical, KET, Younghwa Tech, LS EV Korea, Hyunwoo Industrial, Yura Corporation, Kyungshin, Hanjoo Metal, Aluko, Inzi Controls, Shinsung Delta Tech, Hanon Systems, WACKER, Saint-Gobain PPL, Dong-A Hwa Sung, Sebang Lithium Battery, Yamada Weld Tech Korea, and Trumpf Korea.
Table of Contents
Part 1. EV and Battery, Battery Pack Market Outlook
- Global EV Market Outlook
- Global Battery Pack Market Outlook
- Global Battery Pack Components Market Outlook
- Cost Configuration of Major Battery Pack Components
- Battery Pack Material Used for the EV Battery
- Pack Housing Material
- Thermal Management Material
- Inter-cell Structure Material
- Outlook for Battery Cell Material
- Cathode Material
- Anode Material
- Separator
- Electrolyte
Part 2. Trends of Major Component Material of Battery Cell, Module, Pack
- Types of EV
- Main Components of EV
- Powertrain Specification for Each Types of EV
- Battery Materials of EV
- Value Chain Configuration of EV Battery Material
- Difference of Cell, Module, Pack
- Types of Battery Cell
- Consideration of Battery Cell Type
- Selection of Battery Cell Type
- Selection of EV Battery Cell Type
Part 3. EV Battery Pack Specification Analysis and Summary
- EV Battery Pack Specification Analysis
- The Outlook for Battery Cell and Pack Prices
- Average Capacity(kWh) of EV Battery Packs for Passenger Cars
- Energy Density Analysis(kWh/kg) of EV Battery Packs
- Usable Energy Analysis of EV Battery Packs
- Weight Ratio of the Battery Pack Major Components
- Major EV Battery Pack Specification Summary
Part 4. Battery Cell, Module, Pack Platform Trend
- Development Trends of EV Platform and Battery Pack
- VW MEB
- HKMC e-GMP
- GM Ultium
- Tesla
- Toyota e-TNGA
- Features of Module-free Battery Pack : BYD CTP Pack / CATL CTP Pack
- Application of Hybrid Battery Pack
- AB Battery Pack System
Part 5. Main Components of the Pack
1. Cell Construction Materials and Components
- Cell Components
- Supply Chain of Cell Components Companies
- Changes in Battery Cell Chemistry Composition (High Ni, LFP)
- Changes in Energy Density at the Cell and Pack Levels
2. Thermal Interface Materials (TIM) for Battery Packs
- Types of TIM
- Main Materials of TIM
- Application Case for EV
- Comparison of TIM Shape and Material
- Main Considerations of TIM
- Development Trend of TIM
- Outlook by TIM Type
3. Housing(Tray, Cover, Gasket) & Cooling Plate Material for Battery Pack
- Housing Development and Material Trends
- Polymer Composite Material
- Al Alloy Material
- Stainless Steel Material
- Pack Sealing Gasket Material
- Pack Cooling Plate Material
4. Flame Resistant Material and Solution for the Pack Protection
- Thermal Runaway
- Necessity of Battery Pack Flame Resisting
- Thermal Runaway Prevention Solution
5. Inter-cell Components and Materials
- Component Materials Comprising Modules (cylindrical, square, pouch-type)
- Insulating Material between cells (Foams)
- Compression pad
- Connecting Electrical Components (Busbar, FPCP)
- Summary of Connecting Electrical Components Materials (Copper, Al)
- Connecting Component Junction Technique (Soldering / Welding)
Part 6. Major Companies Status
1. Cell
- Cell gasket
- Sang-A Frontec
- Cell CAN
- Sangsin EDP
- Dongwon Systems
- Cell Pouch
- YoulChon Chemical
2. Module and Pack
- Busbar & ICB Assembly
- KET / Younghwa Tech / LS EV Korea / Hyunwoo Industrial / Daeduck Electronics
- Harness Assembly
- Yura Corporation / Kyungshin
- Housing Assembly
- Hanjoo Metal / Aluko / Inzi Controls / Shinsung Delta Tech
- Thermal Management System
- Hanon Systems
- Thermal Management Materials
- WACKER / Saint-Gobain PPL
- Pack gasket
- Dong-A Hwa Sung
- Pack Module Manufacturing
- Sebang Lithium Battery / Amada Weld Tech Korea / Trumpf Korea
