Recently, the secondary battery market is expanding from small-sized IT application market to ESS and EV. Japanese lithium-ion secondary battery manufacturer, Panasonic and Sony that developed and pioneered secondary battery are currently losing the competition against Korean counterparts, Samsung SDI and LG Chem. Furthermore, Chinese manufacturer, ATL, BYD, LISHEN, BAK and others are expanding their market share through support of the Chinese government and infinite domestic market. It is expected that ¡°Secondary battery tripartite composition¡± will hold for a while, and US auto-makers and battery related company as well as Germany Auto makers and battery related company are looking into large-sized secondary battery production and material market, following the expansion of Electric Vehicle market.
Electrolyte is comprised of solvents, lithium salt and additives. According to the characteristics of the product, electrolyte is to be developed jointly with the lithium-ion secondary battery manufacturer. In the case of IT type small-sized products, it takes three to four months at least to develop, and it takes over a year to develop and evaluate electrolyte used in xEV. In order to respond to consumer needs of diverse products, excellent R&D skills are needed.
Japan and Korea companies mass-produce and supply to global electrolyte market, but it is inevitable to compete against Chinese companies as they are growing rapidly. Panax e-tec and Soulbrain that mass-produce and supply electrolyte could develop along with Samsung SDI, which already obtained the first rank in world market share of lithium-ion secondary battery. In the case of Japan, Mitsubishi Chemical diversified the consumer portfolio that produces small-sized IT type and medium to large sized xEV batteries, and maintains the largest world market share. Kaixin, Guotai, Capchem, ShanShan and other enterprises of China are increasing their market share.
Lithium salt(LiPF6), an important element of electrolyte, is supplied by three Japanese enterprises that accounts for approximately 80% of the supply, and Foosung is the only Korean supplier that supplies Lithium salt(LiPF6) in the Korean market. Additives are added during the process of producing electrolyte to create SEI protective layer, anti-overcharge and improve electronic conducting productivity. Japanese suppliers occupy most of the additive market share, and Leechem, Skchemical and other suppliers of Korea supply additives to the market.
Electrolyte is one of the four main elements that constitute a secondary battery. The proportion of cost of materials from production cost is lower than other three major materials. In order to improve capacity per unit cell of secondary battery, the trend is to increase the amount of anode and cathode materials, and relatively less amount of electrolyte. However, as the expected annual growth rate of IT products by year 2020 is 12.2% and that of xEV is 77.3%, giving a positive outlook on the sustained growth of electrolyte market.
As the use of electrolyte in xEV/ESS large-sized secondary battery increases from 200 to 4,000 times larger per unit cell compared to IT products, securing stability has become a very important issue. Apart from liquid electrolyte and gel polyelectrolyte (polymer) that are already commercialized, research is continued on solid polyelectrolyte that is stable in high temperature.
This report conducts an in-depth analysis of the necessity and trend on the development of solid electrolyte, high voltage electrolyte solvents, lithium salt, additives, polyelectrolyte.
- Contents -
1. Outline of Electrolyte
1.1. Understanding Electrolyte
1.2. Development Trend and Key Issues of Electrolyte
(Electrolyte composition, participating enterprises, electrolyte protective film former,
key elements by battery function. EV and electrolyte, introduction of future
secondary battery: Li- Air(O2) battery, Mg Battery)
2. Development Trend of Liquid Electrolyte
2.1. Composition of Liquid Electrolyte
: Organic Solvent, Lithium Salt, Additives (Anode coating solution, cathode coating solution)
2.2. Characteristics of Liquid Electrolyte
: Positive ion transport number, ion conductivity, electrochemical stability, interfacial properties of electrodes, thermo-stability
2.3. Combustion characteristics
: Types of flame retardant, ionic liquid, melting point, viscosity, thermo-stability, electrochemical stability, lithium-ion coupled ionic liquid, per fluorinated solvents
3. Polymer Electrolyte
3.1. Types of Polymer Electrolyte
: Solid Polymer Electrolyte, plasticized polymer electrolyte, single ion-conductor, ion gel
3.2. Characteristics of Polymer Electrolyte
: Positive ion transport number, ion conductivity, interfacial properties of electrodes, electrochemical stability, thermo-stability, mechanical properties
3.3. Production Method of Polymer Electrolyte
: Physical crosslinking, chemical crosslinking, formation of porous layer through phase inversion method
(Bellcore process, formation of microporous layer), solid polymer electrolyte of new structure)
4. Solid Electrolyte
4.1. Development Necessity of Solid Electrolyte
4.2. Development Trend of Solid Electrolyte
: Patent trend, technology development trend (Osaka Prefecture University Japan, Idemitsu Japan, Toyota Japan, MIESC Japan, AIST Japan, O-hara Japan, Daiso Japan)
5. Development Trend of Electrolyte
5.1. High voltage electrolyte solvents
5.2. Lithium salt
6. Global Enterprise Trend of Electrolyte
6.1. Japanese Electrolyte Industries
: UBE Industries, Mitsubishi Chemical, Tomiyama Pure Chemicals, Panax e-tec, Soulbrain,
FOOSUNG, LEECHEM, STELLA CHEMIFA CORPORATION, KANTO DENKA KOGYO,
MORITA CHEMICAL, Zhangjjagang Guotai-Huarong, Shanshan Tech
7. Global Electrolyte Market Status and Prospect (~ 2020)
7.1. Global Electrolyte Usage (2014)
: Electrolyte sales status, global sales status of electrolyte on small-sized batteries & medium
to large-sized batteries, electrolyte sales by country
7.2. Electrolyte usage by Lithium-ion Secondary Battery Enterprises
: Electrolyte usage of Samsung SDI, electrolyte usage of LG Chem, electrolyte usage of Panasonic, electrolyte usage of ATL , electrolyte usage of BYD
7.3. SCM of Electrolyte Industries & Secondary Battery Manufacturer
: SCM matrix of electrolyte industries and secondary battery manufacturer
7.4. Global Market Prospect of Lithium-ion Secondary Battery & State and Prospect for Electrolyte
: Global Lithium-ion secondary battery market, global demand for electrolyte used in lithium-ion secondary battery, production of electrolyte for lithium-ion secondary battery
8. INDEX (Reference List)
|Panasonic has no plans for new Tesla battery plant in China: CEO [Reuters]||2019-11-25|
|Indonesia hopes for environmental nod soon for battery-grade nickel plants [Reuters]||2019-11-25|
|Neoen to expand world's largest lithium ion battery in Australia [Reuters]||2019-11-25|
|Fast Charge Competition||2016-04-22|
|Growth of Global LIB 4 Main Component Market & Intense Competition between Korea China and Japan||2016-04-22|
|Chinese Ban on NCM Batteries in Chinese electric buses||2016-04-04|