LIB二次电池用电解质的技术趋势与市场预测(～2035年)

近年来，全球能源转型浪潮席捲，二次电池市场正以电动车（EV）和储能系统（ESS）为中心，经历重组。在中国政府的支持和庞大的国内市场推动下，宁德时代、比亚迪和中航锂电等中国二次电池企业正在不断扩大其全球市场占有率（M/S）。同时，韩国、日本等非中国企业也积极应对中国市场霸权的挑战。

在这个动盪的时代，唐纳德·川普已确定将就任美国第47任总统，预计产业政策和监管环境将会改变。这不仅将为美国带来重大变革，也将为全球电动车市场和二次电池市场带来重大变革。

随着唐纳德·川普政府的就职，全球产业政策和贸易环境可能会发生重大变化。尤其是在 "美国优先" 政策下，如果旨在振兴国内製造业和加强技术优势的政策得以实施，二次电池电解液产业也可能受到影响。

首先，川普政府正显示出缩减甚至取消现有电动车补贴政策的迹象，这引发了人们对电动车市场成长将受阻的担忧。此外，川普政府正致力于透过强化 "在岸化" 政策来振兴美国製造业，该政策对外国公司征收高额关税，并要求企业在国内生产。

因此，美国的电动车製造商和二次电池製造商可能会面临越来越大的供应链本地化需求。因此，电解液製造商将被强烈要求在美国设立生产基地或加强与当地合作伙伴的合作关係。这种本土化趋势可能会扰乱全球电解液市场现有的竞争格局，并显着影响与中国的贸易关係。

中国企业已在锂盐（LiPF6）等关键原物料市场占据主导地位。因此，美国关税和监管力度的加强可能会阻碍其市场扩张。同时，对于韩国和日本的电解液製造商而言，这种转变可能是利用其技术和品质竞争力来加强其在美国市场影响力的机会。尤其是韩国的东华电解液、Solbrain和Enchem，已经透过与主要电动车电池製造商的合作，在全球供应链中发挥关键作用。这些公司应该探索利用这些关係直接进入美国市场或实现在地化生产的可能性。

添加剂市场也有望改变。添加剂在锂离子二次电池的性能中起着关键作用，例如形成SEI保护膜、防止过度充电以及提高导电性。韩国的Chunbochem和Chemtros凭藉其技术实力正在扩大市场占有率。随着美国对国内生产需求的增强，添加剂製造商也需要实施包括在地化生产在内的策略性因应措施。

同时，中国和欧洲等主要市场的电解液製造商也在努力透过在地化策略和技术进步来增强竞争力。在此背景下，韩国、日本和新兴国家的电解液製造商正致力于透过注重品质竞争力和环保技术来扩大其在全球市场的占有率。

此外，随着从锂离子电池向固态电池等新一代电池技术的过渡加速，对电解液的技术要求预计将会改变。因此，电解液公司之间的合作和併购可能会更加活跃。在这些变化中，全球电解液市场面临新的机会和挑战。

面对这些变化，电解液公司需要采取以下策略应对措施。首先，顺应美国本土化趋势，积极推动在地化策略，例如建立本地生产基地、设立合资企业等。其次，电解液製造商应透过开发高附加价值的锂盐和添加剂，强化技术差异化，以品质赢得欧美市场的信赖。同时，也需要为固态电池等下一代电池技术的转型做好准备。第三，为确保成本竞争力和稳定的供应链，电解液製造商应专注于全球原料采购多元化和生产流程优化。

儘管市场动盪可能在短期内带来挑战，但电解液公司可以透过实施适当的应对策略，巩固其在全球市场的地位，并创造新的机会。

本报告对全球锂离子二次电池电解液市场进行了调查和分析，提供了市场规模、未来需求预测和市场趋势、最终电解质产品及其成分以及下一代电池中使用的固态电解质等资讯。

目录

第1章 概要

• 背景
• LIB用电解质概要
• 电解质的组成与特征

第2章 电解质的开发趋势

• 液体电解质的组成
• 液体电解质的特征
• 阻燃性材料

第3章 按开发趋势:电解质组成

• 电解质溶媒
• 锂盐
• 添加剂

第4章 下一代电池用电解质

• 固态电池需求的兴起电池
• 固态电池所需特性
• 固体电解质特性：依类型

第5章 电解质的市场趋势及预测

• 电解质出货:各国
• 电解质出货:各用途
• 电解质的市场形势:各供应商
• LIB电解质需求:各企业
  • (SDI/LGES/SKon/Panasonic/CATL/BYD/EVE/Guoxuan/CALB/Sunwoda)
• 电解质需求的预测:各用途
• 电解质的CAPA和供需预测
• 电解质的价格趋势
• 电解质的市场规模的预测

第6章 电解质製造商现状

• 韩国企业
  • Enchem/Soulbrain/Dongwha Electrolyte/Duksan Electera/Foosung/Chunbo/Chemtros
• 中国企业
  • Tinci Materials/Capchem/Ruitai/Kunlunchem/F&let/DFD/Yongtai/Shinghwa
• 日本企业
  • MU Ionic Solutions/Mitsubishi Chemical/Central Glass/Tomiyama Ube Corporation/Nippon Shokubai/Kanto Denka

第7章 参考文献

Recently, the world has entered the trend of energy transition, leading to the restructuring of the secondary battery market, with a focus on electric vehicles (EVs) and energy storage systems (ESS). Chinese secondary battery companies such as CATL, BYD, and CALB are expanding their global market share (M/S) with the support of the Chinese government and a massive domestic market. Meanwhile, companies outside of China, such as those from South Korea and Japan, are actively making moves to counter China's dominance.

In this era of upheaval, with Donald Trump confirmed as the 47th President of the United States, changes in industrial policies and regulatory environments are anticipated. This is expected to lead to significant shifts not only in the U.S. but also in the global electric vehicle and secondary battery markets.

The inauguration of the Donald Trump administration raises the possibility of significant changes in global industrial policies and the trade environment. In particular, if policies aimed at revitalizing domestic manufacturing and strengthening technological supremacy are implemented under the "America First" agenda, the secondary battery electrolyte industry could also be affected.

First, the Trump administration is showing signs of reducing or eliminating existing electric vehicle subsidy policies, raising concerns that this could hinder the growth of the electric vehicle market. Additionally, by imposing high tariffs on foreign companies and reinforcing the "onshoring" policy, which mandates domestic production, the Trump administration aims to revitalize U.S. manufacturing.

As a result, U.S.-based electric vehicle and secondary battery manufacturers are likely to face increasing demands for supply chain localization. This will strongly urge electrolyte manufacturers to establish production bases in the U.S. or strengthen partnerships with local partners. This onshoring trend is likely to disrupt the existing competitive landscape in the global electrolyte market, significantly impacting trade relations with China.

Chinese companies have already established a dominant position in key raw material markets, such as lithium salt (LiPF6). Therefore, the U.S.'s tariff and regulatory tightening could hinder their market expansion. On the other hand, this shift could serve as an opportunity for South Korean and Japanese electrolyte manufacturers to strengthen their presence in the U.S. market by leveraging their technological and quality competitiveness. In particular, South Korea's Dongwha Electrolyte, Solbrain, and Enchem are already playing significant roles in the global supply chain through partnerships with major electric vehicle battery manufacturers. They should explore the possibility of directly entering the U.S. market or localizing production by leveraging these relationships.

Changes are also expected in the additives market. Additives, which play a crucial role in the performance of lithium-ion secondary batteries-such as forming SEI protective films, preventing overcharging, and improving conductivity-are seeing South Korea's Chunbochem and Chemtros expanding their market share based on their technological expertise. As the U.S. strengthens its demands for domestic production, additives manufacturers will also need to implement strategic responses, including localization of production.

At the same time, in key markets like China and Europe, electrolyte manufacturers are also showing efforts to strengthen their competitiveness through localization strategies and technological advancements. In this situation, electrolyte manufacturers from South Korea, Japan, and emerging countries are making efforts to expand their presence in the global market by focusing on quality competitiveness and environmentally friendly technologies.

Furthermore, as the transition from lithium-ion batteries to next-generation battery technologies, such as solid-state batteries, accelerates, the technical requirements for electrolytes are expected to change. This could lead to increased collaboration and M&A activities among electrolyte companies. In the midst of these changes, the global electrolyte market is facing both new opportunities and challenges.

In the face of these changes, electrolyte companies are required to adopt the following strategic responses. First, to align with the U.S.'s onshoring trend, they should actively pursue localization strategies such as establishing local production facilities or forming joint ventures. Second, electrolyte companies should strengthen technological differentiation by developing high-value-added lithium salts and additives, securing trust in the U.S. and European markets through quality. At the same time, they must prepare for the transition to next-generation battery technologies, such as solid-state batteries. Third, to ensure cost competitiveness and a stable supply chain, electrolyte companies should focus on diversifying global raw material sourcing and optimizing production processes.

While the turbulent market changes may cause challenges in the short term, electrolyte companies can strengthen their position in the global market and create new opportunities by implementing appropriate response strategies.

In light of these upcoming changes, this report aims to help readers understand the overall size of the electrolyte market and gain insight into the evolving market by forecasting the future demand and market trends for electrolytes. Additionally, we have compiled detailed technical information on electrolyte finished products and their components for application in lithium-ion secondary batteries, as well as information on solid electrolytes for use in next-generation batteries.

Finally, by summarizing the electrolyte demand of key battery manufacturers and the supply status and outlook of various electrolyte companies, this report aims to provide researchers and interested parties with a broad range of insights, from technology to the market.

Strong Points:

• 1. The report includes comprehensive technical information on finished electrolyte products and their components.
• 2. The report introduces solid electrolyte technologies for next-generation batteries, beyond traditional lithium-ion batteries (LIBs).
• 3. Through the electrolyte market outlook based on our forecast data, the report provides objective and reliable insights.
• 4. The report includes detailed information on the products and manufacturing status of key electrolyte players from South Korea, China, and Japan.

Table of Contents

Chapter 1. Overview

• 1.1. Background
• 1.2. Overview of Electrolyte for LIB
• 1.3. Composition and Features of Electrolyte

Chapter 2. Development Trends of Electrolyte

• 2.1. Composition of liquid electrolyte
• 2.2. Features of liquid electrolyte
• 2.3. Flame-retardant material

Chapter 3. Development Trends by Electrolyte Composition

• 3.1. Electrolyte Solvents
  • 3.1.1. Cyclic Carbonate
  • 3.1.2. Linear Carbonate
  • 3.1.3. Concept of High voltage electrolyte solvents for Cathode
  • 3.1.4. Concept of High-Entropy Electrolyte
  • 3.1.5. Concept of High-Performance Electrolyte
• 3.2. Lithium Salt
  • 3.2.1. Lithium Salts Overview
  • 3.2.2. Functions and features for each lithium salt type
• 3.3. Additives
  • 3.3.1. Additives for high voltage anodic film formation
  • 3.3.2. Additives for low voltage anodic film formation
  • 3.3.3. Process of forming the anode SEI by reductive-decomposing-type compounds
  • 3.3.4. Functional additive to regenerate the structurally destroyed SEI layer
  • 3.3.5. Reactive compound-removing additive that causes performance deterioration of batteries
  • 3.3.6. Electrolyte additives for high-Ni-based cathode interfacial stabilization
  • 3.3.7. Electrolyte additives for improved output characteristics
  • 3.3.8. Electrolytes using LiFSI salt
  • 3.3.9. Flame retardant additives to improve thermal stability
  • 3.3.10. Additives for interfacial stabilization of high-capacity anodes
  • 3.3.11. Ni-rich and High Voltage System Additives (w/ or w/o SiOx)
  • 3.3.12. Additives for silicon anodes
  • 3.3.13. Additives for LFP cathodes
  • 3.3.14. Additives for LMFP cathodes
  • 3.3.15. HF, Metal scavenger functional additives for LFP & LMFP cathodes
  • 3.3.16. Additives for LMR cathodes
  • 3.3.17. Additives for safety

Chapter 4. Electrolyte for Next-Generation Batteries

• 4.1. The Necessity of All Solid-State Batteries Emerging
• 4.2. Required Characteristics of All-Solid-State Battery
• 4.3. Characteristics of Solid Electrolyte By Type
  • 4.3.1. Oxynitride Solid Electrolyte
  • 4.3.2. Garnet Solid Electrolyte
  • 4.3.3. NASICON-type Solid Electrolyte
  • 4.3.4. LISICON-type Solid Electrolyte
  • 4.3.5. Sulfide Solid Electrolyte
  • 4.3.6. thio-LISICON Solid Electrolyte
  • 4.3.7. Solid Polymer Electrolyte
  • 4.3.8. Composite hybrid solid electrolyte

Chapter 5. Electrolyte Market Trends and Outlook

• 5.1. Electrolyte Shipment by country
• 5.2. Electrolyte Shipment by application
• 5.3. Electrolyte Market status by suppliers
• 5.4. Electrolyte demand by LIB companies
  • (SDI / LGES / SKon / Panasonic / CATL / BYD / EVE / Guoxuan / CALB / Sunwoda )
• 5.5. Electrolyte Demand Forecast by Application
• 5.6. Electrolyte CAPA and supply & demand outlook
• 5.7. Electrolyte price trends
• 5.8. Electrolyte market size forecast

Chapter 6. Status of Electrolyte Manufacturers

• 6.1. Korean Companies
  • Enchem / Soulbrain / Dongwha Electrolyte / Duksan Electera / Foosung / Chunbo / Chemtros
• 6.2. Chinese Companies
  • Tinci Materials / Capchem / Ruitai / Kunlunchem / F&let / DFD / Yongtai / Shinghwa
• 6.3. Japanese Companies
  • MU Ionic Solutions / Mitsubishi Chemical / Central Glass / Tomiyama Ube Corporation/ Nippon Shokubai / Kanto Denka

Chapter 7. Reference