Battery Market in China. Seminar: Electrochemical Power Sources II Christian Eggler & Yannick Schwarz

Transcription

1 Battery Market in China Seminar: Electrochemical Power Sources II Christian Eggler & Yannick Schwarz

2 Agenda 1. Market Segmentation 2. General Data 3. Global Battery Market 4. Current Market Analysis 5. Future Forecasts 6. Conclusion 2

3 1. Market Segmentation Battery System Market Battery Cell Market 3

4 1. Market Segmentation By Technology Battery Cell Market Primary Battery Cells Secondary Battery Cells Alkaline Zinc carbon Lithium Metal Lithium Ion Lead Acid NiCd & NiMH Others LiFePo NMC NCA LCO LMO LTO Sealed LAB VRLAB 4

5 1. Market Segmentation By Application & Performance Secondary Battery Cell Market Transportation Consumer Electronics Industrial Grid Energy Other Cranking Batteries (LV) Traction Batteries (HV) High Power Cells High Energy Cells 5

6 1. Market Segmentation By Design (VDA Standard) Secondary Battery Cell Market (Traction, Li-Ion) Zylidnric Cell Pouch Cell Prismatic Cell Others HEV PHEV BEV HEV PHEV1 PHEV2 BEV1 BEV2 Source: Panasonic, Samsung, A123 6

7 1. Market Segmentation The Battery Market contains a lot of submarkets It is important to distinguish between the markets in order of statement validity Recently most discussed: chinese Li-Ion traction battery market Therefore this presentation focuses mainly on this market The traction battery market is extremely dynamic these days! 7

8 2. General Data Policies in China Pollution in megacities is a major Driver towards cleaner mobility Large economic incentives to buy electric cars in china + immediate licensing, no driving restrictions E-cars that are subsidised in china have to use domestically produced cells LFP Technology is dominant in China NMC is recently subsidised as well (2017) 8

9 2. General Data Producers in China USA LG Johnson Controls Enersys SAFT Europe SAFT Fiamm Bolore Aprox. 140 Producers in China China BYD GP Lishen COSLIGHT CATL BAK B&K Wanxiang (A123) Korea Samsung LG SK Kokam Japan Panasonic Sony NEC Maxell PEVE YUASA 9

10 2. General Data Producers in China BYD (Build Your Dreams) Founded: 1995 in Shenzhen Largest chinese producer of Li-Ion Systems Main products: electronic/batteries for mobile phones CATL (Contemporary Amperex Technology) Founded: 2011 Products: lithium-ion batteries, energy storage systems, BMS 2 nd largest chinese producer of Li-Ion Systems 10

11 3. Global Battery Market CAGR: Li-Ion: 25%! ( ) Source: Avicenne Energy

12 3. Global Battery Market Li ion Battery Market share in 2016 Source: Avicenne Energy

13 4. Current Market Analysis Main Li-Ion Battery Materials Based on global shipment volumes in 2015; in percent Source: 13

14 4. Current Market Analysis Based on produced battery cell capacity in 2016 Lithium-Ion market share 55% 45% Lithium-Ion in USD in GWh Global ~25 Billion ~90 China ~13.75 Billion ~49.5 Other China Lead Acid market share Lead Acid in USD in GWh Global ~33.4 Billion ~367 China ~14 Billion ~154 42% 58% Other China 14

15 4. Current Market Analysis Distribution of market share within China Market share of Li-Ion Batteries for Evs in 2015 Source: Resources, Conservation & Recycling

16 4. Current Market Analysis Chinas Market Distribution by Technology 4% 27% 69% Source: Own chart based on data from: Resources, Conservation & Recycling

17 5. Future Forecasts Installed in GWh Planned GWh Source: 17

18 6. Conclusion Li-Ion batteries: fastest growing market Lead acid batteries still dominating the battery market Highly dynamic + many producers pushing in the market Market advantage: entire value chain in China Korean and Japanese Companies started producing in China Tremendous Gigafactories are planned in order to drop Li-Ion cell production cost (most critical cost in EVS) 18