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Lithium Ion Battery Cathodes: Market Shares, Strategies, and Forecasts, Worldwide, 2018 to 2024


Report Details

Lithium Ion Battery Cathodes: Market Shares, Strategies, and Forecasts, Worldwide, 2018 to 2024

SKU WGJARP141802
Category Equipments
Publisher Wintergreen Research
Pages 222
Published Apr-18
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Description

Worldwide Lithium Ion Battery cathode market at $5.1 billion market in 2017, is expected to reach $58.8 billion by 2024.

A new study Lithium Ion Battery Cathode Markets: Market Shares, Strategy, and Forecasts, worldwide, 2018 to 2024. The 2018 study has 222 pages, 100 tables and figures. Worldwide markets are poised to achieve continuing growth as the advantages brought by using new materials are used to decrease the cost of producing lithium ion batteries. The customization achieved by reducing the quantity of cobalt proportionally inside the cathode is a significant market growth driver.

Lithium-ion Batteries at $100/kWh Make EVs Cheaper Than Traditional Gas-Powered Vehicles. As the new cathode technologies are applied to lithium ion batteries, the cost of lithium ion batteries will continue to decrease. Lithium-ion batteries aim to cost $100/kWh, – a cost that makes EVs cheaper than traditional gas-powered vehicles. Companies are targeting between $80/kWh and $100/kWh. Realistically companies will likely approach $100/kWh.

NMC lithium battery cathode materials are used for electric vehicles. As the cathode markets develop toward NMC, it is clear the LFP favored by Chinese manufacturers, not suitable for electric vehicles will lose market share. Current NMC ternary lithium-ion batteries from South Korean and Japanese makers typically employ a ratio of 60% nickel to 20% manganese, and 20% cobalt (6:2:2), but as that ratio moves to 8:1:1 in 2018 and beyond, the cathode is a key element in achieve vast cost efficiencies.

On the basis of product, the market is primarily split into
Cobalt
Manganese
Nickel Cobalt Manganese (NMC)
Lithium Iron Phosphate (LFP)

Worldwide Lithium Ion Battery cathodes have many applications. On the basis on the end users/application, this report covers

Electric Vehicles
Drones, UAV, UUV
Power Tools
Smart Phone Equipment
Consumer Electronics Products
Other

Key Topics
Cathode
Cobalt
Lithium Ion Battery
EV
Electric Vehicle
Electric Vehicles
Drones
UAV
UUV
Power Tools
Smart Phone Equipment
Consumer Electronics
Manganesem
Nickel Cobalt Manganesem (NMC)
NMC 811
NMC 632
Lithium Iron PhospNMC 632hate (LFP Manganese
Nickel Cobalt Aluminium (NMA)


Companies Profiled

Sumitomo Metal Mining (SMM)
Panasonic
BASF
Umicore
NEI Corporation
LG
Argonne National Labs
Easpring
Mitsubishi Chemical
Reshine
Long Power Systems
Targray
Toda Kogyo
Fujitsu
Pulead
JFE Chemical
Samsung
Hitachi Chemical


News/Press Release

Table of Content

Abstract: Lithium Ion Battery Cathodes Undergo Rapid Change, Make Electric
Vehicles Less Expensive Than Gas Powered Vehicles
Lithium Ion Battery Cathode Executive Summary

Lithium-ion Batteries at $100/kWh Make EVs Cheaper Than Traditional GasPowered
Vehicles

1. Lithium Ion Battery Cathode: Market Description and
Market Dynamics
1.1 Li-ion Battery Sub-Types
1.1.1 Nickel Manganese Cobalt
1.1.2 Nickel Cobalt Aluminum
1.2 Lithium-ion Battery Basics
1.2.1 Lithium Ion Battery Cathode Description
1.2.2 Cathode Chemistry and Metal Proportions
1.2.3 Intercalated Lithium Compound

1.3 Cathode Typically 31% of Cost of Small Lithium Ion Battery
2. Lithium Ion Battery Cathode Market Shares and
Forecasts
2.1 Lithium Ion Battery Cathode Market Driving Forces
2.2 Lithium Ion Battery Cathode Market Shares
2.2.1 SMM Monthly Production Structure
2.2.2 Umicore
2.2.3 Umicore Dedicated to NMC and Cobalt
2.2.4 Samsung
2.2.5 Panasonic
2.2.6 Easpring Material Technology Chinese NCM 622 Capacity of 2,800 tons

2.3 Lithium Ion Battery Cathode Market Forecasts
2.3.1 Battery Materials Market
2.4 Lithium Ion Battery Cathode Segments
2.5 Battery Materials Market Worth $11.3 Billion By 2018
2.6 Electric Vehicle Market
2.6.1 Automotive
2.6.2 Cobalt
2.7 Lithium Ion Batteries
2.7.1 Lithium Markets
2.7.2 Cathode Active Materials
2.7.3 EV Makers and their Suppliers
2.8 Lithium Ion Battery Cathode and Cobalt Pricing
2.8.1 Lithium Nickel Manganese Cobalt Oxide Linimncoo2 Powder
for Lithium Ion Battery Cathode Materials-Gn-Nmc

2.8.2 Linicomno2 (NCM) Powder for High Capacity Li-ion Battery Cathode,
(Ni: Co: Mn=1: 1: 1) , Lib-Lncm111
2.8.3 LiFePO4 Cathode Material CAS 15365-14-7
2.9 Lithium Ion Battery Cathode Regional Market Segments
2.9.1 Europe
2.9.2 China Cathode Market Participation
3. Lithium Ion Battery Cathode Product Description

3.1 Lithium Battery NMC Cathodes
3.2 Lithium Ion Battery Cathode Market Segment Analysis B
3.2.1 Cost Of Lithium-Ion Battery Cathodes Continues To Decrease

3.2.2 Cathode Segments, NMC 532, NMC 622, NMC 811, Market Segments

3.2.3 Cathode Market Growth, Tonnes
3.2.4 Cathode Market Growth, Tonnes, Worldwide, 2013 – 2017

3.2.5 NMC
3.2.6 NMC and NCA
3.2.7 LFP
3.2.8 80 Percent Nickel, 10 Percent Cobalt And 10 Percent Manganese NMC
811
3.2.9 Cathode Unit Analysis in Tonnes 2012
3.2.10 Ternary Cathode Materials (NCA/NCM)
3.3 Category : LiNiMnCo (NMC) Batteries
3.4 NMC 811 Battery Production
4. Lithium Ion Battery Cathode Research and Technology

4.1 Available Battery Choices:
4.2 Lithium Cobalt Oxide(LiCoO2)
4.3 NMC
5. Lithium Ion Battery Cathode Company Profiles

5.1 3M Sells NMC to Umicore
5.1.1 3M Strategic Relationship with Amperex Technologies for NMC Li-Ion
Cathode Materials
5.1.2 3M Offered Three Cathode Products
5.1.3 3M NMC Transfer to Umicore
5.2 Argonne National Labs
5.3 B&M
5.4 BASF
5.4.1 BASF NCM Cathode Materials
5.4.2 BASF One Of Two Licensed Suppliers of the U.S. Department of
Energy’s (DOE) Argonne National Laboratory-Patented NCM Cathode Materials

5.4.3 BASF and Toda Kogyo
5.4.4 BASF - ANL Collaboration on NCM Cathode Materials

5.4.5 BASF and General Motors GM NMC
5.5 BYD
5.6 Easpring
5.6.1 Easpring Revenue
5.6.2 Easpring Production Capacity
5.7 FDK
5.8 Fujitsu
5.8.1 Fujitsu Laboratories
5.8.2 FDK Corporation and Fujitsu Laboratories
5.8.3 Fujitsu Low-Cost, Cobalt-Free Lithium Rechargeable Batteries

5.8.4 Fujitsu Cathode Terminology
5.8.5 Fujitsu
5.8.6 Fujitsu Laboratories
5.9 Hitachi Chemical
5.9.1 Hitachi Lithium Ion Battery
5.10 JFE Techno-Research
5.10.1 JFE Catalyst Evaluation and Development Support
5.11 Jinhe (website not available)
5.12 L&F
5.13 LG
5.13.1 LG Chem Embraces NMC 811 Cathode
5.13.2 LG Chem and 3M Nickel-Manganese-Cobalt-Oxide Cathode Patent
License Agreement
5.13.3 LG Chem Supplies NMC-based Li-ion Cells For Plug-In Vehicles,
Including Chevy Volt
5.14 Long Power Systems
5.15 Mitsubishi
5.16 NEI Corporation
5.16.1 NEI Cathode & Anode Powders
5.16.2 NEI Lithium Manganese Oxide (LMO) Powders » Bookmark not
defined.
5.16.3 NEI Lithium Nickel Cobalt Aluminum Oxide (NCA) Powders Error!
Bookmark not defined.
5.16.4 Lithium Manganese Nickel Oxide (LMNO / Spinel) Powders Error!
Bookmark not defined.
5.16.5 NEI Custom Lithium-ion Battery Powders
5.17 Nichia
5.18 Panasonic
5.18.1 Panasonic offers Tesla Different Applications Bookmark not
defined.
5.18.2 Tesla Gigafactory
5.18.3 Panasonic Nickel Cobalt Aluminum and Nickel Manganese Cobalt
Bookmark not defined.
5.18.4 Panasonic / Tesla Cathodes
5.19 Pulead
5.20 Reshine
5.21 Samsung
5.22 Shanshan
5.22.1 Shanshan Anode Materials
5.23 SK innovation
5.24 SMM
5.24.1 SMM Cathode Material of In-Vehicle Lithium Ion Batteries Error!
Bookmark not defined.
5.24.2 Nickel Powder For Multilayer Ceramic Capacitors Bookmark not
defined.
5.24.3 Magnetic Powder for In-Car Motor
5.24.4 Development of High-Functionality Silver-Coated Copper Powder With
A Controlled Shape
5.24.5 SMM Flake-like Silver-Coated Copper Powder Characteristics Error!
Bookmark not defined.
5.24.6 SMM Cobalt:
5.24.7 SMM Produces Electrolytic Cobalt
5.24.8 SMM Increasing Production of NCA
5.24.9 SMM Monthly Production Structure
5.24.10 SMM Increasing Battery Material Production In Response To Growing
Demand For Electric Vehicles
5.24.11 SMM Materials Business
5.24.12 Sumitomo Metal Mining Revenue
5.24.13 Core Advantages of SMM’s Materials Business Bookmark not
defined.
5.24.14 Sumitomo Metal Mining Co., Ltd. Sales Volume of Battery Materials

5.25 Targray
5.26 Toda Kogyo
5.26.1 Toda Kogyo Revenue
5.26.2 Toda America
5.26.3 BASF and Toda Strengthen Their Collaboration
5.26.4 BASF and Toda Combine Manufacturing Activities in the United States

5.27 Umicore
5.27.1 BASF, The World’s Largest Chemical Company, Files a Law Suit Against
Belgium’s Umicore
5.27.2 3M NMC Powder
5.27.3 Umicore and One of Its Customers—Japan’s Makita Bookmark
not defined.
5.27.4 Umicore Dedicated to NMC and Cobalt
5.27.5 Umicore Record Performance in 2017
5.27.6 Umicore Revenue
5.27.7 2017 FY Umicore Business Review Energy & Surface Technologies
Including Cathodes
5.27.8 Umicore Acquires NMC Battery Material Patents from 3M

5.27.9 Umicore Boosts Capacity In Cathode Materials
5.28 Selected Lithium Ion Cathode Companies

List of Figures

Abstract: Lithium Ion Battery Cathodes Undergo Rapid Change, Make Electric
Vehicles Less Expensive Than Gas Powered Vehicles
Figure 1. Cathode Market Forecasts Dollars and Percent, Worldwide, 2018 - 2024

Figure 2. Lithium Ion Battery Cathode Description
Figure 3. Battery Has Graphite Anode, NMC Cathode, Lithium Electrolyte
Bookmark not defined.
Figure 4. Cathode Materials Ratio
Figure 5. Cathode Layered Structure
Figure 6. Cathode Chemistry and Metal Proportions Bookmark not
defined.
Figure 7. Cathode Typically 31% of Cost of Small Lithium Ion Battery
Bookmark not defined.
Figure 8. Cobalt
Figure 9. Cathodes Cost per kWh vs. $ per Gallon of Gasoline Bookmark not
defined.
Figure 10. Cathode Market Shares, Dollars, Worldwide, 2017 Bookmark not
defined.
Figure 11. Cathode Market Share Positioning Descriptions, Worldwide, 2017
Bookmark not defined.
Figure 12. Lithium Ion Battery Cathode Leading Market Participants
Bookmark not defined.
Figure 13. Lithium Ion Battery Cathode Recent Entrants Bookmark not
defined.
Figure 14. Umicore 2017 FY Energy & Surface Technologies Revenue: Including
Cathodes
Figure 15. Manufacturers Of Cathode Materials
Figure 16. Cathode Market Forecasts Dollars and Percent, Worldwide, 2018 -
2024
Figure 17. Cathode Market Forecasts, Tonnes and Percent, Worldwide, 2018 -
2024
Figure 18. Lithium Ion Battery Cathode Market Factors Bookmark not
defined.
Figure 19. Cathode Segments, Electric Vehicle, Smart Phones, Stationary Storage /
Grid, Power Tools, Laptops, Consumer Electronics, Drones / UUVs / UAVs, Market
Segments, Dollars, Worldwide, 2018-2024
Figure 20. Cathode Segments, Electric Vehicle, Smart Phones, Stationary Storage /
Grid, Power Tools, Laptops, Consumer Electronics, Drones / UUVs / UAVs, Market
Segments, Percent, Worldwide, 2018-2024
Figure 21. Cathode Segments, Military, Transportation, Energy Storage, Consumer
Electronics, Worldwide, 2017
Figure 22. Cathode Material 34.7% of Battery
Figure 23. Cobalt
Figure 24. Metric Tons of Cobalt Produced in 2016
Figure 25. Global Battery Mineral Supply And Demand Bookmark not
defined.
Figure 26. EV Makers and their Suppliers
Figure 27. Lithium Ion Battery Cell Manufacturing Cost $/kWh Bookmark
not defined.
Figure 28. Lithium Ion Battery Cathode Regional Market Segments, Dollars,
Worldwide, 2017
Figure 29. Chinese Dominate Cathode Market in 2015 Bookmark not
defined.
Figure 30. Material Development of High Density Battery Bookmark not
defined.
Figure 31. Cathode Segments, NMC 532, NMC 622, NMC 811, Market Segments,
Dollars, Worldwide, 2017
Figure 32. Cathode Market Growth, Dollars, Worldwide, 2018 - 2024
Bookmark not defined.
Figure 33. Cathode Market Growth, Percent, Worldwide, 2018 - 2024
Bookmark not defined.
Figure 34. Cathode Market Growth, Tonnes, Worldwide, 2018 - 2024
Bookmark not defined.
Figure 35. Cathode Market Growth, Tonnes, Percent, Worldwide, 2018 – 2024

Figure 36. Cathode Market Growth, Tonnes, Worldwide, 2013 – 2017
Bookmark not defined.
Figure 37. Cathode Market Growth, Tonnes, Percent, Worldwide, 2013 - 2017

Figure 38. Output of Major Lithium Battery Cathode Material Manufacturers
2012-2013.
Figure 39. Lithium-Ion-Batteries
Figure 40. Electric Vehicle
Figure 41. NMC 811 Battery Production
Figure 42. Available Batteries choices:
Figure 43. Nano Technology for Electrochemical Utilization of Metal Oxide
Bookmark not defined.
Figure 44. Cathode Improved Electric Conductivity
Figure 45. 3-D Porous Structure for Easy Access to Electrolyte Ions
Bookmark not defined.
Figure 46. NMC Cathode Ratio Examples
Figure 47. Li-Ion Batteries Cathode, Anode, and Other Technologies
Bookmark not defined.
Figure 48. Lithium Cathode Functions
Figure 49. SMM Cathode Materials
Figure 50. Lithium Cobalt Oxide(LiCoO2) Layered Structure Bookmark not
defined.
Figure 51. 3M NMC Cathode Materials
Figure 52. BASF Battery Materials Positioning
Figure 53. BASF Sales by Region
Figure 54. Sales by Direct Customer Industry
Figure 55. BASF Main Competitors
Figure 56. BASF Key Capabilities
Figure 57. BASF Advanced HED™ NCM Cathode Materials For Lithium-Ion
Batteries Functions
Figure 58. BASF NCM Cathode Materials
Figure 59. BASF - ANL Collaboration on NCM: BASF’s Comprehensive Battery
Materials Portfolio
Figure 60. BASF NCM Production Elyria, Ohio
Figure 61. Fujitsu Charge / Discharge Curves Of Cathode Material Bookmark
not defined.
Figure 62. Comparison of the Energy Densities Of The New Cathode Material
Versus Conventional Cathode Materials
Figure 63. Fujitsu Crystal Structure Of The Of Low-Cost, Cobalt-Free Lithium
Rechargeable Batteries
Figure 64. Fujitsu Prototype Coin-Shaped Battery Crystal Structure Of The New
Material
Figure 65. Fujitsu Voltage and Discharge Depth (*2) Of The Prototype Coin Battery

Figure 66. Hitachi Corporate Revenue in Trillions of Yen Bookmark not
defined.
Figure 67. Hitachi Materials Benchmarking
Figure 68. Hitachi Advanced Materials Revenue
Figure 69. Hitachi Advanced Materials Revenue Change Bookmark not
defined.
Figure 70. JFE Techno-Research Cathode Functions
Figure 71. JFE Examples of Clients' Catalyst-Related Requests Bookmark not
defined.
Figure 72. Structure of Rechargeable Battery
Figure 73. LG Chem Cathode Materials
Figure 74. Rechargeable Battery Components
Figure 75. 3M Cathode Charge / Discharge Profiles
Figure 76. NEI Cathode & Anode Powders
Figure 77. Cathode & Anode Tapes
Figure 78. NEI Cathode Materials
Figure 79. Nichia LiCoO2
Figure 80. Nichia Analysis of Active Materials
Figure 81. Tesla Lithium-Ion NCA Battery
Figure 82. Panasonic / Tesla NMC Battery
Figure 83. Construction of the Tesla Gigafactory Outside Reno, Nevada is shown
February 18, 2015.
Figure 84. Pulead Electric Car
Figure 85. Ni-Co-Mn Material
Figure 63. Fujitsu Crystal Structure Of The Of Low-Cost, Cobalt-Free Lithium
Rechargeable Batteries
Figure 64. Fujitsu Prototype Coin-Shaped Battery Crystal Structure Of The New
Material
Figure 65. Fujitsu Voltage and Discharge Depth (*2) Of The Prototype Coin Battery

Figure 66. Hitachi Corporate Revenue in Trillions of Yen Bookmark not
defined.
Figure 67. Hitachi Materials Benchmarking
Figure 68. Hitachi Advanced Materials Revenue
Figure 69. Hitachi Advanced Materials Revenue Change Bookmark not
defined.
Figure 70. JFE Techno-Research Cathode Functions
Figure 71. JFE Examples of Clients' Catalyst-Related Requests Bookmark not
defined.
Figure 72. Structure of Rechargeable Battery
Figure 73. LG Chem Cathode Materials
Figure 74. Rechargeable Battery Components
Figure 75. 3M Cathode Charge / Discharge Profiles
Figure 76. NEI Cathode & Anode Powders
Figure 77. Cathode & Anode Tapes
Figure 78. NEI Cathode Materials
Figure 79. Nichia LiCoO2
Figure 80. Nichia Analysis of Active Materials
Figure 81. Tesla Lithium-Ion NCA Battery
Figure 82. Panasonic / Tesla NMC Battery
Figure 83. Construction of the Tesla Gigafactory Outside Reno, Nevada is shown
February 18, 2015.
Figure 84. Pulead Electric Car
Figure 85. Ni-Co-Mn Material

Companies Profiled

Companies Profiled

Sumitomo Metal Mining (SMM)
Panasonic
BASF
Umicore
NEI Corporation
LG
Argonne National Labs
Easpring
Mitsubishi Chemical
Reshine
Long Power Systems
Targray
Toda Kogyo
Fujitsu
Pulead
JFE Chemical
Samsung
Hitachi Chemical

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