The Rechargeable Battery Market and Main Trends 2018-2030 - (PPT)

摘要

Li-ion battery is driven today by Automotive: 1% of the automotive market consume 60% of the LIB. In 2012, most of the car makers (except Toyota) switch to Li-ion for HEV. P-HEV, EV and E-buses will be powered by Li-ion: 18 B$ market in 2017 - 36 B$ in 2020 & 75 B$ in 2030 with high numbers in China (2017: US$5 Billion for xEV and US$ 4 Billion for xE-Buses). EV expectations attract large Chemical companies. New materials are needed to meet Automotive standards HEV will account for 4% of the auto sales in 2020. P-HEV & EV for 2-3% by 2020. Micro-hybrid will achieve >50% in 2020/25. Lead acid battery will be the first market in 2025 in volume, but Liion market (US$ 40 Bn) will be higher than Lead acid in value in 2018 (US$ 38 Bn). A very small EV market in the automotive world will represent a huge market for batteries. New LIB applications: UPS, Telecom, Forklift, Medical, Residential. ESS, Grid ESS, hover board, drones: CAGR > 10% in the next 15 years. Lithium battery for other application (ESS, stationary, industrial…) will reach 10 Billion $ market at the pack level in the next 5 years. ESS market could be much more important if the price of LIB at the system level is under 150 $/kWh.