Market Trends of Four Important Parts and Materials of Lithium Batteries

The share of Chinese companies in the lithium battery market is expected to rise sharply. From February 4th to 8th, at the AABC2013 car battery international seminar held in Pasadena, USA, May Inagaki, director of the Seoul Yano Institute for Economic Research, also predicted lithium The market trend of battery materials. He said that although the company initially predicted that the global lithium-ion rechargeable battery market will expand to 2.9 trillion yen in 2015 from about 1.17 trillion yen in 2011, it will now reduce vehicle usage and the size of the overall market size will not Reached 2.9 trillion yen. In terms of market share, Korean manufacturers have increased their share in the use of small consumer goods in recent years. Samsung SDI ranked first (23.4%), Sanyo Electric ranked second (19.4%), LG Chem third (17.1%) and Sony fourth (11.5%). Although Chinese companies have a certain degree of competitiveness in price, they are unable to meet consumer demand for high-performance, high-capacity smartphones and tablets, and their market share has not increased. In the field of large and medium-sized batteries for automobiles and stationary applications, a large number of companies have entered the market. In addition to the previous manufacturers from my country, Japan and South Korea, manufacturers from the United States and Europe have also entered this market, making this market more and more competitive. However, the market size of large and medium-sized batteries is still relatively small. Inagaki said that the rechargeable lithium battery market has entered the most difficult period. Only those companies that have a higher share of small consumer products have formed a certain scale of business. Companies that have low expectations for vehicle use and stable commitments to small and micro consumer businesses have maintained stable business. Inagaki believes that although the market is steadily rising, only the top five or six companies in the various applications and parts markets have benefited from it. He believes that the lithium-ion rechargeable battery market will begin to be sorted out and eliminated as early as 2013 or the next two years or so. The market trend is mainly composed of four parts. As for the market for four important materials of cathode material, anode material, electrolyte and separator, yanoresearchinstitute predicts that the market size will expand from 540 billion yen in 2012 to 800 billion yen in 2014. Among the share of manufacturers in various countries, the share of Japanese manufacturers has declined, while the share of Chinese and Korean manufacturers has increased year by year. Specifically, from 2008 to 2011, the share of Japanese manufacturers fell from 62.7% to 46.6%, the share of Chinese manufacturers rose from 14.0% to 23.9%, and the share of Korean manufacturers rose from 11.8% to 20.6%. In the cathode material market, sales are expected to increase from 80,000 tons in 2011 to 190,000 tons in 2014. In terms of materials, the ternary series (NCM) and manganese series (LMO) used in vehicles and fixed equipment will be gradually expanded. Regarding the supplier’s share, it will top 2011. The chemical industry’s days will reduce the company’s share. The share of Belgian headquarters materials group Umicore and South Korea’s Li u0026 Fung will increase. After 2012, my country’s share of anode material manufacturers will also increase. The increase is due to the fact that Korean battery manufacturers will expand customer orders and reduce materials. In the cathode material market, sales are expected to increase from 50,000 tons in 2011 to 90,000 tons in 2014. Graphite is the mainstream of cathode materials, and demand is shifting from artificial graphite to natural graphite in order to reduce prices. However, after 2011, the demand for high-capacity synthetic graphite began to expand due to increased demand for products such as smartphones and tablet computers. With the increase in exports to my country and South Korea, the stocks of my country's Bettery New Energy Materials Co., Ltd. (Bettery New Energy Materialsco., Ltd.) and Shanshan Technology Co., Ltd. (Shanshan Technology Co., Ltd.) also rose. Among Japanese manufacturers, Hitachi Chemical has advantages in high-functional materials and can maintain a market share of about 20%. The electrolyte market is expected to expand from 34,000 tons in 2011 to 82,500 tons in 2014. Korean electrolyte processors PANAXETEC and SoulBrain, which supply products to Samsung SDI, and Zhangjiagang Guotai Huarong Chemical New Materials Co., Ltd. (zhangjiagangguotaihuarongchemicalnewmaterialsco.), which dominates the Chinese market, are gaining market shares. Among Japanese manufacturers, Mitsubishi Chemical Corporation and Ube Industry Corporation maintain their top positions with more than 10%. The diaphragm market is expected to expand from 830 million cubic meters in 2012 to around 1.5 billion cubic meters in 2014. Diaphragms have not been widely used on ships, and they tend to use wet rather than dry ones. Asceticists will maintain their highest status. Statement: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: Comparison of liquid lithium battery and polymer lithium battery