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全球LIB生產線擴大預測(～2035年)
市場調查報告書
商品編碼
1503452

全球LIB生產線擴大預測(～2035年)

<2024> Global Outlook for Expansion of LIB Production Lines (~2035)
出版日期: | 出版商: SNE Research | 英文 194 Pages | 商品交期: 請詢問到貨日

價格
簡介目錄

雖然二次電池的供應因2021年中國積極的產能擴張而增加，但由於2023年中國電動車補貼結束和電動車鴻溝，需求預測未能實現，促使超級週期正達到平台期。電動車市場成長放緩速度快於預期，使得電池企業（包括3家國內企業）和材料企業的積極投資變得毫無意義。

這種不穩定的市場趨勢使得預測成長變得困難。為了應對快速變化的市場並降低企業風險，了解製造商的擴張計劃並結合市場需求進行全面分析是有效的。

本報告對全球鋰離子電池市場進行了研究和分析，提供了全球二次電池製造商的現狀和產能資訊。報告也總結了主要汽車製造商電池內部生產的趨勢以及各地區二次電池產業擴大產能的政策。

目錄

第1章 全球汽車·電動車市場趨勢

  • 全球汽車市場預測
  • 全球小客車市場銷售額規模
  • 汽車的銷售額規模:各地區
  • 汽車的銷售額比率:各地區
  • 全球電動化預測
  • 電氣化預測:各地區
    • 美國
    • 歐洲
    • 中國
    • 日本
    • 韓國

第2章 LIB生產線擴大預測:各製造廠商

  • 韓國製造商LIB線擴大預測
    • 韓國的LIB市場現狀
    • 擴大預測:各地區
    • 擴大預測:各尺寸規格
    • 擴大預測:各正極材料
    • 適合IT(小型電池的)生產能力
    • 適合EV/ESS的生產能力
    • 韓國製造商線擴大預測
  • 中國製造商LIB線擴大預測
    • 中國的LIB市場現狀
    • 擴大預測:各地區
    • 全球市場進入趨勢
    • 中國的地區的生產能力
    • 擴大預測:各尺寸規格
    • 中國製造商生產能力
    • 中國製造商線擴大預測
  • 日本製造商LIB線擴大預測
    • 日本的LIB市場現狀
    • 擴大預測:各地區
    • 擴大預測:各尺寸規格
    • 適合IT(小型電池的)生產能力
    • 適合EV/ESS的生產能力
    • 日本製造商線擴大預測
  • 北美製造商LIB線擴大預測
    • 北美的LIB市場現狀
    • 擴大預測:各地區
    • 包含擴大預測:各地區(美國外的企業)
    • 北美加入此市場的國的比例趨勢
    • 擴大預測:各尺寸規格
    • 北美製造商生產能力
    • 北美製造商線擴大預測
  • 歐洲製造商LIB線擴大預測
    • 歐洲的LIB市場現狀
    • 擴大預測:歐洲企業的各國
    • 擴大預測:各地區
    • 包含擴大預測:各地區(歐洲以外的企業)
    • 擴大預測:各尺寸規格
    • 歐洲製造商生產能力
    • 歐洲製造商線擴大預測

第3章 LIB中長期的供需預測(～2035年)

  • LIB需求預測
    • xEV+ESS+IT
    • 中/大型xEV+ESS
    • 中/大型xEV+ESS:各地區
  • LIB供給預測
    • xEV+ESS+IT(設計capacity)
    • xEV+ESS+IT(OEE 70％)
    • 電動車+ESS+IT
    • 中/大型xEV+ESS
    • IT
    • 中/大型xEV+ESS(各地區，OEE 70％)
    • 中/大型xEV+ESS(各尺寸規格，OEE 70％)
  • LIB供需預測
    • 中/大型xEV+ESS(世界，OEE 70％)
    • 中/大型xEV+ESS(北美，OEE 70％)
    • 中/大型xEV+ESS(歐洲，OEE 70％)
    • 中/大型xEV+ESS(中國，OEE 70％)

第4章 汽車OEM的電池內製化趨勢

  • Volkswagen
  • Daimler
  • BMW
  • Tesla
  • Stellantis
  • Hyundai Motor Company
  • TOYOTA

第5章 EV/電池生產政策趨勢:各地區

  • 中國
    • 2024年的LIB產業標準條件的公佈(方案)
  • EV採用擴大的推動情形
  • 北美
    • 通貨膨脹控制法 (IRA)
    • 拜登的電動車政策
  • 歐洲
    • EU電池法規
    • 重要原料法(CRMA)
    • EU的 "Fit for 55"
簡介目錄
Product Code: 227

The global electric vehicle market has been growing rapidly since the launch of Tesla Model 3 in 2017 and has been considered a key industry for carbon neutrality. Accordingly, various industries related to electric vehicles, such as batteries, materials, and their components, have also continued to grow along with the electric vehicle market. The three domestic battery companies are building large-scale production bases in North America and Europe and are striving to dominate the global market.

However, despite the increase in secondary battery supply due to China's aggressive expansion of production capacity in 2021, the end of China's electric vehicle subsidies in 2023 and the electric vehicle chasm have led to a failure in forecasting demand, and the electric vehicle super cycle has reached a stagnation stage. The electric vehicle market growth, which has slowed down faster than expected, is making aggressive investments by battery companies (including three domestic companies) and material companies meaningless.

Such unstable market trends make it difficult to predict growth. In order to respond to the rapidly changing market and reduce risks of companies, it would be helpful to understand manufacturers' expansion plans and comprehensively analyze them along with market demand.

This report provides a summary of the current status and production capacity of global secondary battery manufacturers. It also summarizes the battery internalization trends of major automakers and policies for expanding secondary battery industry capacity by region.

We hope this report will be helpful to those in the secondary battery industry.

Strong points of this report:

  • (1) Analysis of the expansion status and outlook of global LIB manufacturers
    • You can find detailed information on the production bases of LIB manufacturers in Korea, China, Japan, North America, and Europe, as well as the current status of each manufacturer.
  • (2) Analysis of mid-to-long term supply & demand outlook
    • Based on production capacity and plans, you can identify LIB supply up to 2035 and predict supply and demand outlook. (Supply and demand data is available in detail by cathode material type, region, and form factor.)
  • (3) Battery internalization trends of car OEMs and regional policies
    • You can understand the battery internalization trends of car OEMs and policies of the electric vehicle and battery production in China, North America, and Europe.

Table of Contents

1. Global Automobile & Electric Vehicle Market Trends

  • 1.1. Global Automobile Market Outlook
  • 1.2. Sales Size of Global Passenger Car Market
  • 1.3. Sales Size of Automobile by Region
  • 1.4. Sales Proportion of Automobile by Region
  • 1.5. Global Electrification Outlook
  • 1.6. Electrification Outlook by Region
    • 1.6.1. USA
    • 1.6.2. Europe
    • 1.6.3. China
    • 1.6.4. Japan
    • 1.6.5. Korea

2. Outlook for Expansion of LIB Production Lines by Manufacturers

  • 2.1. LIB Line Expansion Outlook of Korean Manufacturers
    • 2.1.1. LIB Market Status in Korea
    • 2.1.2. Expansion Outlook by Region
    • 2.1.3. Expansion Outlook by Form Factor
    • 2.1.4. Expansion Outlook by Cathode Material
    • 2.1.5. Production Capacity for IT (small-sized battery)
    • 2.1.6. Production Capacity for EV/ESS
    • 2.1.7. Line Expansion Outlook by Korean Manufacturers
      • 2.1.7.1. LGES
      • 2.1.7.2. SDI
      • 2.1.7.3. SK On
  • 2.2. LIB Line Expansion Outlook of Chinese Manufacturers
    • 2.2.1. LIB Market Status in China
    • 2.2.2. Expansion Outlook by Region
    • 2.2.3. Global Market Entry Trends
    • 2.2.4. Regional Production Capacity in China
    • 2.2.5. Expansion Outlook by Form Factor
    • 2.2.6. Production Capacity of Chinese Manufacturers
    • 2.2.7. Line Expansion Outlook by Chinese Manufacturers
      • 2.2.7.1. CATL
      • 2.2.7.2. BYD
      • 2.2.7.3. Gotion
      • 2.2.7.4. Lishen
      • 2.2.7.5. Farasis
      • 2.2.7.6. Great Power
      • 2.2.7.7. DFD New Energy
      • 2.2.7.8. Ganfeng Li Energy
      • 2.2.7.9. EVE Energy
      • 2.2.7.10. SVOLT
      • 2.2.7.11. CALB
      • 2.2.7.12. BAK
      • 2.2.7.13. REPT
      • 2.2.7.14. Sunwoda
      • 2.2.7.15. JEVE
      • 2.2.7.16. Envision AESC
      • 2.2.7.17. Zenergy
      • 2.2.7.18. EIKTO
      • 2.2.7.19. Phylion
      • 2.2.7.20. Narada
      • 2.2.7.21. MGL
      • 2.2.7.22. Gree Titanium
      • 2.2.7.23. Tesson New Energy
      • 2.2.7.24. SZZNP
      • 2.2.7.25. Wanxiang 123
      • 2.2.7.26. Tianneng
      • 2.2.7.27. ATL
      • 2.2.7.28. Soundon
      • 2.2.7.29. evps Ningbo
      • 2.2.7.30. Star Energy
      • 2.2.7.31. Coslight
      • 2.2.7.32. Camel
      • 2.2.7.33. Far East Battery
  • 2.3. LIB Line Expansion Outlook of Japanese Manufacturers
    • 2.3.1. LIB Market Status in Japan
    • 2.3.2. Expansion Outlook by Region
    • 2.3.3. Expansion Outlook by Form Factor
    • 2.3.4. Production Capacity for IT (small-sized battery)
    • 2.3.5. Production Capacity for EV/ESS
    • 2.3.6. Line Expansion Outlook by Japanese Manufacturers
      • 2.3.6.1. Panasonic
      • 2.3.6.2. PPES
      • 2.3.6.3. Murata
      • 2.3.6.4. PEVE
      • 2.3.6.5. LEJ
      • 2.3.6.6. BEC
      • 2.3.6.7. VEJ
      • 2.3.6.8. Others
  • 2.4. LIB Line Expansion Outlook of N/American Manufacturers
    • 2.4.1. LIB Market Status in N/America
    • 2.4.2. Expansion Outlook by Region
    • 2.4.3. Expansion Outlook by Region (incl. companies outside US)
    • 2.4.4. Trends in the proportion of countries entering the N/American market
    • 2.4.5. Expansion Outlook by Form Factor
    • 2.4.6. Production Capacity of N/American Manufacturers
    • 2.4.7. Line Expansion Outlook by N/American Manufacturers
      • 2.4.7.1. Tesla
      • 2.4.7.2. Microvast
      • 2.4.7.3. Statevolt
      • 2.4.7.4. Others
  • 2.5. LIB Line Expansion Outlook of European Manufacturers
    • 2.5.1. LIB Market Status in Europe
    • 2.5.2. Expansion Outlook by Country of European Companies
    • 2.5.3. Expansion Outlook by Region
    • 2.5.4. Expansion Outlook by Region (incl. companies outside Europe)
    • 2.5.5. Expansion Outlook by Form Factor
    • 2.5.6. Production Capacity of European Manufacturers
    • 2.5.7. Line Expansion Outlook by European Manufacturers
      • 2.5.7.1. Northvolt
      • 2.5.7.2. Leclanche
      • 2.5.7.3. ACC
      • 2.5.7.4. PowerCo
      • 2.5.7.5. BMZ (Terra E)
      • 2.5.7.6. Blue Solutions (Bollore)
      • 2.5.7.7. InoBat
      • 2.5.7.8. Itavolt
      • 2.5.7.9. West Midlands Gigafactory
      • 2.5.7.10. Verkor
      • 2.5.7.11. MORROW
      • 2.5.7.12. Renera Rosatom
      • 2.5.7.13. Cellforce
      • 2.5.7.14. Basquevolt
      • 2.5.7.15. Freyr
      • 2.5.7.16. Others

3. LIB Mid/Long-Term Supply & Demand Outlook (~'35)

  • 3.1. LIB Demand Outlook
    • 3.1.1. xEV+ESS+IT
    • 3.1.2. Mid/Large xEV+ESS
    • 3.1.3. Mid/Large xEV+ESS (by Region)
  • 3.2. LIB Supply Outlook
    • 3.2.1. xEV+ESS+IT (Design Capa)
    • 3.2.2. xEV+ESS+IT (OEE 70%)
    • 3.2.3. xEV+ESS+IT
    • 3.2.4. Mid/Large xEV+ESS
    • 3.2.5. IT
    • 3.2.6. Mid/Large xEV+ESS (by Region, OEE 70%)
    • 3.2.7. Mid/Large xEV+ESS (by Form Factor, OEE 70%)
  • 3.3. LIB Supply & Demand Outlook
    • 3.3.1. Mid/Large xEV+ESS (Global, OEE 70%)
    • 3.3.2. Mid/Large xEV+ESS (N/America, OEE 70%)
    • 3.3.3. Mid/Large xEV+ESS (Europe, OEE 70%)
    • 3.3.4. Mid/Large xEV+ESS (China, OEE 70%)

4. Trends in Battery Internalization of Car OEMs

  • 4.1. Volkswagen
  • 4.2. Daimler
  • 4.3. BMW
  • 4.4. Tesla
  • 4.5. Stellantis
  • 4.6. Hyundai Motor Company
  • 4.7. TOYOTA

5. EV/Battery Production Policy Trends by Region

  • 5.1. China
    • 5.1.1. Announcement of LIB Industry Standard Conditions in 2024 (Draft)
  • 5.2. Promotion Status of Expanding the Adoption of EV
  • 5.3. N/America
    • 5.3.1. Inflation Reduction Act (IRA)
    • 5.3.2. Biden's Electric Vehicle Policy
  • 5.4. Europe
    • 5.4.1. EU Battery Regulation
    • 5.4.2. Critical Raw Materials Act (CRMA)
    • 5.4.3. EU's 'Fit for 55'