電動車用 LFP 與 NMC 電池技術的技術經濟比較：性能、價值鏈分析、成長機會，2024-2030 年

Techno-economic Comparison of LFP and NMC Battery Technologies for Electric Vehicle Applications: Performance, Value Chain Analysis, and Growth Opportunities, 2024-2030

出版日期: 2024年07月04日 | 出版商:

Frost & Sullivan | 英文 42 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

由於兩種化學物質表現出的性能差異，LFP/NMC 電池提供了獨特的價值提案。

電池技術的快速進步對於開發下一代電動車 (EV) 至關重要。目前，鋰離子（Li-ion）電池、鎳錳鈷（NMC）和磷酸鐵鋰（LFP）在電動車電池組市場中處於領先地位，其中磷酸鐵鋰電池近年來越來越受歡迎。由於三元電池中使用的關鍵材料（例如鎳和鈷）以及供應鏈的不確定性和與保護這些金屬（尤其是鈷）相關的採礦挑戰，加劇了這種情況。

LFP/NMC 電池採用不同的嵌入機制將鋰離子限制在正極。 NMC 電池將這些離子儲存在2D插層化合物中，而 LFP 電池將離子儲存在陰極材料晶格內的3D結構中。這樣做的一個重要後果是提高了 LFP 電池的安全性並延長了循環壽命。此外，磷酸鐵鋰電池在製造過程中避免使用稀有材料，因此價格低於三元電池。

本報告涵蓋以下主題：技術前景涵蓋 LFP 和 NMC 電池及其製造中使用的各種建築材料之間的主要差異。

LFP和NMC電池的比較分析涵蓋了能量密度、成本和循環壽命等各種性能參數。還包括兩種電池的應用映射。

在資金籌措分析中，我們將重點放在磷酸鐵鋰/三元電池相關相關人員的主要資金籌措案例。

專利格局和成長機會分析了這兩種電池的關鍵成長領域。

Rapid advancements in battery technology are imperative to develop the next generation of electric vehicles (EVs). Currently, the nickel-manganese-cobalt (NMC) and lithium-iron-phosphate (LFP) variants of lithium-ion (Li-ion) batteries lead the market for EV battery packs, with LFP batteries witnessing increased penetration over the past few years. This is exacerbated by the use of critical materials, such as nickel and cobalt, used in NMC variants, as well as supply chain uncertainties and mining challenges associated with securing these metals, especially cobalt, which is concentrated in a few African countries and is an important human rights issue.

LFP and NMC batteries follow a distinct intercalation mechanism to trap lithium ions in their cathodes. NMC batteries store these ions within 2D interlayers, while LFP batteries store ions within 3D structures in the cathode material lattice. An important result of this is enhanced safety and a longer cycle life for LFP batteries. In addition, LFP batteries, by avoiding the use of rare materials during fabrication, come at a lower price point than the NMC variant, which is a critical parameter for their accelerated adoption in key global markets.

This study covers the following topics: The technology landscape covers the major differences between LFP and MNC batteries as well as the various constituent materials used in their fabrication.

The comparative analysis of LFP and NMC batteries covers various performance parameters, including energy density, cost, and cycle life. The section also includes the application mapping for both battery variants.

The funding analysis covers stakeholders' major funding instances for LFP and NMC batteries.

The patent landscape and growth opportunities analyze the key growth areas for both battery variants.

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on LFP and NMC Batteries for the EV Industry
Growth Opportunities Fuel the Growth Pipeline Engine™
Research Methodology

Growth Opportunity Analysis

Scope of Analysis
Segmentation

Growth Generator

Growth Drivers
Growth Restraints

Technology Snapshot

The NMC and LFP Variants are Popular in EV Battery Packs
EVs are on an Exponential Growth Trajectory Across the World
LFP Versus NMC Batteries: Distinct Constituent Cathode Materials Influence Battery Performance
NMC and LFP Cathodes Exhibit Contrary Intercalation
LFP Versus NMC Batteries: Performance Parameters
LFP Batteries Have Seen an Uptick in Adoption in Recent Years

Innovation Ecosystem

Contemporary Amperex Technology Co. Ltd (CATL), China
LG Chemical Ltd., South Korea
Other Prominent LFP and NMC Battery Companies
Patent Landscape
LFP and NMC Battery Manufacturers: Funding Information

Growth Generator

Growth Opportunity 1: Facilitate the Launch of Cost-efficient EVs for Mass-market Adoption
Growth Opportunity 2: Enhance NMC Batteries to Pave the Way for the Electrification of Applications Witnessing High Demand
Growth Opportunity 3: Improve LFP Batteries' Energy Density to Help Them Emerge as a Comprehensively Superior Solution