<2017> Lithium Ion Battery Cathode Technology Trend and Market Forecast
Recently, the secondary battery market is expanding into the ESS and EV markets in the small IT application market, and demand for the secondary battery cathode material market is expected to increase accordingly.
The lithium ion secondary battery was invented by Akira Yoshino of Japan in 1985 and commercialized by SONY Corporation in 1991. At this time, the cathode material used by SONY is lithium cobalt oxide (LiCoO2). In the lithium ion secondary battery, the LCO material as a cathode material has a nominal voltage of 3.7 V, reversibly reversibly inserts and desorbs lithium, is easy to synthesize, and has a long life characteristic. However, the problems of this LCO have begun to be highlighted. The problem is that LCO, which is mainly a Co with a limited amount of reserves, is very expensive. Another problem relates to the performance of the material, which is due to the instability of the LCO at the end of charging, resulting in a battery capacity of 150 mAh / g which is only about half of the theoretical capacity. Because of that, It is difficult and unfavorable to use the LCO anode material in automobiles and power storage medium-sized batteries.
As a result, the cathode material improved in the above point is lithium nickel cobalt aluminum oxide (LiNi0.8Co0.15Al0.05O2 (NCA)). The newly developed cathode material is a material that 3M company invented and holds NCM111 patent with lithium nickel cobalt manganese oxide (LiNi1 / 3Co1 / 3Mn1 / 3O2; LG Chem has also developed the LiNi0.5Co0.2Mn0.3O2 (NCM 523) material, which has some adjustments to the compositions that make NCM. Recently, many high Ni based cathode materials such as NCM622 and NCM811 have been studied.
Lithium manganese oxide (LiMn2O4, hereinafter abbreviated as LMO), which has a spinel structure in structure, has a capacity of 100 mAh / g, which is lower than LCO but has excellent output characteristics and safety. It is applied to low-end products or some blending into the anode materials of electric vehicles.
Finally, there is LiFePO4 (hereinafter referred to as FPO) having an olivine structure. Although the structural safety is improved, the discharge voltage is relatively low at about 3.5 V, so that a high voltage Olivine cathode materials are under study.
In the case of the cathode material forming the anode of the four major components (anode, cathode, electrolyte, separator) of the lithium ion secondary battery, the weight is so large as to occupy about 30 to 40% of the total cost of the lithium ion secondary battery. In order to commercialize a large-sized lithium ion secondary battery, which is considered to be the most important factor, improvement of the performance of the cathode material and cost reduction are indispensable factors.
In 2016, a total of 215,542 tons of cathode materials for LIB worldwide were used. China accounted for 60.5%, 130,312 tons, Japan accounted for 18.7%, 40,410 tons, Korea accounted for 10.6%, and 22,820 tons of cathode materials were sold.
In terms of cathode materials, NCM accounted for 31.0%, 66,750 tons, LCO was 30.3%, 65,250 tons, LFP was 39,851 tons, LMO was 11,06%, 25,041 tons and NCA was 8.7% 18,650 tons.
Global shipments of lithium secondary battery anode material in 2016 are in order of Umicore, Nichia (Sun), ShanShan (China), L & F (Korea) and SMM (Japan). Other Chinese companies are Easpring, Pulead, Reshine, B & M and XTC. In the top 10, there are two Korean companies including Umicore, two Japanese companies, and six Chinese companies, which should pay attention to China's remarkable growth.
As such, the global cathode materials market is dominated by the three countries in Korea, China and Japan, and Chinese companies have emerged as strong players by increasing their supply volume along with the growth of major battery makers in China based on the domestic market. Japanese companies, Based on China's response to the offensive. Korea's cathode materials makers should face price competition with Chinese makers and fierce competition with cathode materials and precursors with Japanese makers.
In the future, the cathode material market is expected to become a fierce competition among the three major players in Korea, China, and Japan, along with the large growth of LIB in the global electric car market.
This report describes the technology trends of various types of cathode materials, especially Ni - rich NCM. The precursors and minerals market constituting cathode materials are also discussed in detail. There are 8 companies in Korea, 8 companies in Japan, and 8 companies in China. There are six precursor research companies in Korea, three in Japan, and six in China.
The market segment analyzed the industry SCM by country, company, and anode type according to trends in the consumer and supplier for the past three years. We also anticipate demand for cathode materials by 2020 based on the IT, xEV and ESS markets.
Strong Point in this report
- Recent trends of Ni-rich NCM anode materials are being observed.
- Not only the anode material, but also the market and company information on the precursor and mineral market.
- You can find out the price of lithium secondary battery cathode material market by manufacturer, cell maker, capacity expansion plan, and price.
- Lithium secondary battery anode material You can get detailed information about major producers in Korea, China and Japan.
- Lithium secondary battery It is possible to grasp the usage status of the four major battery makers.
- Detailed explanations of changes in the usage trend of cathode materials industry in recent 3 years from 2014 to 2016
1.1 Status of cathode material development
1.2 Cathode redesign criteria
1.2.1 Ion Bonding and Covalent Bonding
1.2.2 Mott-Hubbard type and charge transfer type
1.2.3 Concept of charge transfer reaction in 3d transition metal oxide
1.2.4 Concept of diffusion in solid phase and coexistence of two phases
1.3 Characteristics required for cathode active material
2. Oxide-based anode material
2.1 Layered compound
2.1.3 LiMO2 (M = Fe, Mn)
2.1.4 Ni-Mn layered compound
2.1.5 Ni-Co-Mn three-component system
2.1.6 Lithium Excess Layered Compound
2.2 Spinel compounds
2.2.2 Transition metal doped LiMn2O4
2.3 Olivine compounds
220.127.116.11 Crystal structure of LiFePO4
18.104.22.168 Redox Potential Characteristics of LiFePO4
22.214.171.124 Charging and discharging characteristics of LiFePO4
126.96.36.199 Stability of LiFePO4
188.8.131.52 Research Trends and Improvement Methods
2.3.2 LiMPO4 (M = Mn, Co, Ni)
3. Other anode materials
3.1. Sulfur-based anode material
3.1.1 Types and characteristics of batteries adopting sulfur-based anode material
184.108.40.206 Polydisulfide ([(SRS) n]) Cathode sulfur battery: Lawrence Berkeley Lab
220.127.116.11 Poly (carbon disulfide) [(CSx) n] - Polyaniline Composite Anodic sulfur battery: Moltech
18.104.22.168 Elementary sulfur (S8, active sulfur) based sulfur battery: Polyplus Corp
3.1.2 Elementary Sulfur Sulfur Batteries
22.214.171.124 Characteristics of sulfur-based cathode active material
126.96.36.199 Outline of lithium / sulfur secondary battery
188.8.131.52 Charging and discharging principle of lithium / sulfur secondary battery
3.2. Fluorine-based anode material
3.3. Sodium-based anode material
3.3.2 Layered oxide
184.108.40.206 O3-NaNixCoyMnzO2solid solution phase
220.127.116.11 P2-type Mn-based layered oxides
18.104.22.168 Phosphate-based materials
22.214.171.124 Fluorophosphate-based materials
Chapter II. Ni-Rich NCM Technology
2. Problems of Ni-Rich NCM
2.1 Cation mixing
2.2 Residual lithium compounds
3. Challenges of Ni-Rich NCM
3.1. Doping effects
3.2. Coating effects
3.3. Modified precursors
Chapter III. Cathode material manufacturing process
1. Cathode material manufacturing process
2. Precursor manufacturing process
2.2. Process after Reactor
3. Characterization of cathode materials
3.1. Chemical composition
3.2. surface Area Meter
3.3. Particle Distribution
3.4. Tap Density
3.5 Moisture Content
3.6. Remaining lithium carbonate measurement
3.7. Thermal Analysis
3.8. Particle Strength
4. Anode substrate manufacturing process
Chapter IV. Trends in anode materials companies
1. Korean anode materials company
1.2 Umicore Korea
1.4 Cosmo New Material Co., Ltd.
1.5 GS EM
1.6 Iljin Materials
1.7 POSCO ESM
1.8 ENF Technology
2. Japanese anode materials company
2.2 Sumitomo Metal Mining
2.3 Toda Kogyo
2.5 Mitsui Kinzoku
2.7 AGC Seimi Chemical
2.8 Japan Electric Works
3. Chinese anode material company
3.6 Xiamen Tungsten (XTC)
3.7 Ningbo Jinhe
Chapter Ⅴ. Global LIB Market Forecast (~ 2020)
1. Global Global LIB Market Forecast (~ 2020)
2. Worldwide small IT LIB market forecast (~ 2020)
3. LIB market forecast for mid-sized EVs (~ 2020)
4. Global LSI market forecast for large ESS (~ 2020)
Chapter Ⅵ. Cathode material market trend and forecast
1.1 Current Status of Cathode Materials by Country
1.2 Demand of Cathode Material by Material
1.3 Demand Status by Cathode Material Manufacturers
1.4 Changes in demand for cathode materials by type
1.5 Demand for cathode materials by cell makers
1.5.1 Samsung SDI's use of cathode materials
1.5.2 Current use of cathode materials by LG Chem
1.5.3 Panasonic's use of cathode materials
1.5.4 Sony's cathode material use status
1.5.5 AESC's cathode material use status
1.5.6 Hitachi Maxell's use of cathode materials
1.5.7 BYD cathode material use status
1.5.8 Lishen's use of cathode materials
1.5.9 Current use of cathode materials in BAK
1.5.10 ATL cathode use status
1.5.11 Coslight's use of cathode materials
2. Capacity of cathode production
3. Cathode price trend
3.1 Cathode Material Price Structure
3.2 Price Trend by Cathode Material Type
3.3 Mineral Market Trends
Chapter VII. Precursor Market Trends and Forecasts
1. Precursor Supply Chain for Cathode Material
2. Leading producer of precursor for anode material
2.1 Ecopro (Korea)
2.2 JH Chemical (Korea)
2.3 ENF Technology (Korea)
2.4 GS EM (Korea)
2.5 EMT (Korea)
2.6 E&D (Korea)
2.7 Tanaka (Japan)
2.8 Kansai Catalyst (Japan)
2.9 KSK (Jiangsu Cobalt Nickel Metal Co. Ltd.) (China)
2.10 Brunp (China)
2.11 Huayou (China)
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