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市場調查報告書
商品編碼
1548191
電池模組·包裝用材料的技術趨勢與市場預測(～2035年)<2024> Technology Trend and Market Outlook of Materials for Battery Module and Pack (~2035) |
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電動車電池的材料對其整體性能起著重要作用。近年來，有關電池材料的研究和資訊迅速增加。雖然電池芯在成本和使用方面都是極其重要的組件，但電池模組和電池組中使用的材料在重要性和可用數據方面受到的關注相對較少。
全球電動車 (EV) 電池組市場規模（包括純電動車和插電式混合動力車）預計從 2021 年到 2035 年將以 19% 的複合年增長率成長。電動車電池組的市值預計將從2024年的1,230億美元增加到2035年的4,620億美元。不包括電芯和電池組製造成本和利潤的電池組組件市場規模預計將從2025年的340億美元增至2035年的1130億美元，約佔電池組總成本的25%。
電動車電池組的主要材料是電芯，但電芯之間的結構也很重要。然而，旨在提高能量密度的電池到電池組和電池到底盤等設計變化預計將減少對這些細胞間結構材料的需求。在電池內部，用於正極的鎳、鈷、鐵和錳等材料以及用於負極的石墨（合成或天然）等材料佔總材料需求的很大一部分。作為集流體的銅和鋁也是重要的材料。雖然到 2035 年某些材料的需求預計不會大幅下降，但該行業正在放棄使用昂貴的鈷，並專注於提高安全性。此外，
本報告對電池模組組市場進行研究和分析，並提供有關所用材料的主要用途和預期未來趨勢的資訊。它還深入研究了最近熱失控事故的激增以及用於預防這些事故的材料和開發策略。
目錄
第1部分 EV和電池，電池組市場預測
- 全球EV市場預測
- 全球電池組市場預測
- 全球電池組零件市場預測
- 電池組的主要零件的成本結構
- EV電池所使用的電池組材料
- 包裝外殼材料
- 熱管理材料
- 細胞間結構材料
- 電池材料的展望
- 正極材料
- 負極材料
- 分離器
- 電解液
第2部分電池單元，模組，包裝的主要材料趨勢
- EV的種類
- EV的主要零件
- 動力傳動規格:各EV類型
- EV電池材料
- EV電池材料的價值鏈結構
- 電池單元，模組，包裝的差異
- 電池單元的類型
- 電池單元類型的討論
- 電池單元類型的選擇
- EV電池單元類型的選擇
第3部分 EV電池組的規格分析與摘要
- EV電池組的規格分析
- 電池單元·包裝價格預測
- 客車EV電池組的平均容量(kWh)
- EV電池組的能量密度的分析(kWh/kg)
- EV電池組的可使用能源的分析
- 電池組的主要零件的重量比
- 主要的EV電池組的規格概要
第4部分電池單元，模組，包裝平台趨勢
- 電動車平台與電池組發展趨勢
- 大眾MEB
- HKMC e-GMP
- GM Ultium
- 特斯拉
- 豐田 e-TNGA
- 無模組電池組特性：比亞迪CTP Pack/CATL CTP Pack
- 使用混合電池組
- AB電池組系統
第5部分 包裝的主要的零件
第1章 電池單元結構材料，零件
- 電池單元零件
- 電池單元零件企業的供應鏈
- 電池單元的化學組成的變化(量鎳，LFP)
- 在電池單元·包裝層級的能量密度的變化
第2章 電池組用熱傳導材料(TIM)
- TIM的類型
- TIM的主要的材料
- EV的應用案例
- TIM的形狀和材料的比較
- TIM的主要的考慮事項
- TIM的開發趨勢
- 預測:TIM各類型
第3章 面向電池組外殼(托盤，填補，墊圈)，冷卻板材料
- 外殼開發與材料趨勢
- 聚合物複合材料
- 鋁合金材料
- 不鏽鋼材料
- 包裝密封墊圈材料
- 包裝冷卻板材料
第4章 保護包裝的阻燃性材料與解決方案
- 熱逸散
- 電池組的阻燃性的必要性
- 熱逸散防止解決方案
第5章 電池單元間零件和材料
- 構成模組的材料(圓柱型，方形，袋形)
- 電池單元間的絕緣材料(泡沫)
- 壓縮墊片
- 電子零件的連接(匯流排，FPCP)
- 連接電力材料概要(銅，鋁)
- 零件連接技術(焊接/焊接)
第6部分 主要企業狀況
第1章 電池單元
- 電池單元墊圈
- Sang-A Frontec
- 電池單元CAN
- Sangsin EDP
- Dongwon Systems
- 電池單元小袋
- YoulChon Chemical
第2章 模組和包裝
- 匯流排·ICB集合
- KET/Younghwa Tech/LS EV Korea/Hyunwoo Industrial/Daeduck Electronics
- 線束集合
- Yura Corporation/Kyungshin
- 殼體組件
- Hanjoo Metal/Aluko/Inzi Controls/Shinsung Delta Tech
- 溫度控管系統
- Hanon Systems
- 溫度控管材料
- WACKER/Saint-Gobain PPL
- 包裝墊圈
- Dong-A Hwa Sung
- 包裝模組製造
- Sebang Lithium Battery/Amada Weld Tech Korea/Trumpf Korea
Materials within electric vehicle batteries play a critical role in overall performance. Recent years have seen a surge in research and information about battery cell materials. While battery cells are crucial components in terms of both cost and usage, the materials used in battery modules and packs have received relatively less attention in terms of importance and available data. This report focuses on the primary purposes of materials used in battery modules and packs and their anticipated future trends. The discussion of battery cells is limited to their four core components.
The global market for electric vehicle (EV) battery packs, including both BEVs and PHEVs, is projected to grow at a compound annual growth rate (CAGR) of 19% from 2021 to 2035. The market value for EV battery packs is expected to increase from $123 billion in 2024 to $462 billion in 2035. Excluding cell and pack manufacturing costs and profits, the market for components within the battery pack is forecast to grow from $34 billion in 2025 to $113 billion in 2035, accounting for approximately 25% of the total battery pack cost.
Battery cells are the main materials in EV packs, but inter-cell structures are also important. However, with design changes like Cell-to-Pack and Cell-to-Chassis aimed at increasing energy density, the demand for these inter-cell structural materials is expected to decrease. Within battery cells, materials like nickel, cobalt, iron, and manganese for the cathode, and graphite (synthetic or natural) for the anode, constitute a significant portion of the overall material demand. Copper and aluminum, serving as current collectors, are also crucial materials. While there seems to be no significant decline in demand for specific materials through 2035, the industry is moving away from the use of expensive cobalt and focusing on enhancing safety. Additionally, this report delves into the recent surge in thermal runaway incidents in battery modules and packs, and the materials and development strategies being employed to prevent such occurrences.
This report provides updated information on companies including Sang-A Frontec, Sangsin EDP, Dongwon Systems, Yulchon Chemical, KET, Younghwa Tech, LS EV Korea, Hyunwoo Industrial, Yura Corporation, Kyungshin, Hanjoo Metal, Aluko, Inzi Controls, Shinsung Delta Tech, Hanon Systems, WACKER, Saint-Gobain PPL, Dong-A Hwa Sung, Sebang Lithium Battery, Yamada Weld Tech Korea, and Trumpf Korea.
Table of Contents
Part 1. EV and Battery, Battery Pack Market Outlook
- Global EV Market Outlook
- Global Battery Pack Market Outlook
- Global Battery Pack Components Market Outlook
- Cost Configuration of Major Battery Pack Components
- Battery Pack Material Used for the EV Battery
- Pack Housing Material
- Thermal Management Material
- Inter-cell Structure Material
- Outlook for Battery Cell Material
- Cathode Material
- Anode Material
- Separator
- Electrolyte
Part 2. Trends of Major Component Material of Battery Cell, Module, Pack
- Types of EV
- Main Components of EV
- Powertrain Specification for Each Types of EV
- Battery Materials of EV
- Value Chain Configuration of EV Battery Material
- Difference of Cell, Module, Pack
- Types of Battery Cell
- Consideration of Battery Cell Type
- Selection of Battery Cell Type
- Selection of EV Battery Cell Type
Part 3. EV Battery Pack Specification Analysis and Summary
- EV Battery Pack Specification Analysis
- The Outlook for Battery Cell and Pack Prices
- Average Capacity(kWh) of EV Battery Packs for Passenger Cars
- Energy Density Analysis(kWh/kg) of EV Battery Packs
- Usable Energy Analysis of EV Battery Packs
- Weight Ratio of the Battery Pack Major Components
- Major EV Battery Pack Specification Summary
Part 4. Battery Cell, Module, Pack Platform Trend
- Development Trends of EV Platform and Battery Pack
- VW MEB
- HKMC e-GMP
- GM Ultium
- Tesla
- Toyota e-TNGA
- Features of Module-free Battery Pack : BYD CTP Pack / CATL CTP Pack
- Application of Hybrid Battery Pack
- AB Battery Pack System
Part 5. Main Components of the Pack
1. Cell Construction Materials and Components
- Cell Components
- Supply Chain of Cell Components Companies
- Changes in Battery Cell Chemistry Composition (High Ni, LFP)
- Changes in Energy Density at the Cell and Pack Levels
2. Thermal Interface Materials (TIM) for Battery Packs
- Types of TIM
- Main Materials of TIM
- Application Case for EV
- Comparison of TIM Shape and Material
- Main Considerations of TIM
- Development Trend of TIM
- Outlook by TIM Type
3. Housing(Tray, Cover, Gasket) & Cooling Plate Material for Battery Pack
- Housing Development and Material Trends
- Polymer Composite Material
- Al Alloy Material
- Stainless Steel Material
- Pack Sealing Gasket Material
- Pack Cooling Plate Material
4. Flame Resistant Material and Solution for the Pack Protection
- Thermal Runaway
- Necessity of Battery Pack Flame Resisting
- Thermal Runaway Prevention Solution
5. Inter-cell Components and Materials
- Component Materials Comprising Modules (cylindrical, square, pouch-type)
- Insulating Material between cells (Foams)
- Compression pad
- Connecting Electrical Components (Busbar, FPCP)
- Summary of Connecting Electrical Components Materials (Copper, Al)
- Connecting Component Junction Technique (Soldering / Welding)
Part 6. Major Companies Status
1. Cell
- Cell gasket
- Sang-A Frontec
- Cell CAN
- Sangsin EDP
- Dongwon Systems
- Cell Pouch
- YoulChon Chemical
2. Module and Pack
- Busbar & ICB Assembly
- KET / Younghwa Tech / LS EV Korea / Hyunwoo Industrial / Daeduck Electronics
- Harness Assembly
- Yura Corporation / Kyungshin
- Housing Assembly
- Hanjoo Metal / Aluko / Inzi Controls / Shinsung Delta Tech
- Thermal Management System
- Hanon Systems
- Thermal Management Materials
- WACKER / Saint-Gobain PPL
- Pack gasket
- Dong-A Hwa Sung
- Pack Module Manufacturing
- Sebang Lithium Battery / Amada Weld Tech Korea / Trumpf Korea
