全球锂电池材料和市场分析报告.ppt

,MARKET RESEARCH REPORT,LITHIUM BATTERIES:MARKETS,AND MATERIALS,FCB028E,Donald SaxmanProject Analyst,BCC Research,35 Walnut Street,Wellesley,MA 02481,Phone:866-285-7215(sales),Web Address:,E-mail:,ISBN:1-59623-524-1,ii,FCB028E Lithium Batteries:Markets and Materials,Copyright BCC Research,Wellesley,MA USA Web:,iii,FCB028E Lithium Batteries:Markets and Materials,TABLE OF CONTENTS,CHAPTER ONE:INTRODUCTION 1STUDY GOALS AND OBJECTIVES.1REASONS FOR DOING THE STUDY.2REASONS FOR DOING THE STUDY(CONTINUED).3SCOPE OF THE REPORT.4METHODOLOGY.5INTENDED AUDIENCE.6INFORMATION SOURCES.6ANALYST CREDENTIALS.6RELATED BCC REPORTS.6BCC ONLINE SERVICES.7DISCLAIMER.7CHAPTER TWO:SUMMARY.8,SUMMARY TABLE GLOBAL MARKET FORECAST FOR LITHIUM,BATTERY SALES,THROUGH 2014($MILLIONS).8SUMMARY FIGURE GLOBAL MARKET FORECAST FOR LITHIUMBATTERY SALES,2004-2014($MILLIONS).9CHAPTER THREE:LITHIUM BATTERY TECHNOLOGIES.10LITHIUM BATTERY TECHNOLOGY BACKGROUND.10PRIMARY LITHIUM BATTERIES.10PRIMARY LITHIUM BATTERY SUMMARY.10TABLE 1 PRIMARY LITHIUM BATTERY TYPES.11TABLE 1(CONTINUED).12,PRIMARY LITHIUM BATTERY COMPOSITIONS.12TABLE 2 PRIMARY LITHIUM BATTERY COMPOSITIONS.12TABLE 2(CONTINUED).13,PRIMARY LITHIUM BATTERY APPLICATIONS.13TABLE 3 CONSUMER PRIMARY LITHIUM BATTERY APPLICATIONS.13TABLE 3(CONTINUED).14TABLE 4 INDUSTRIAL PRIMARY LITHIUM BATTERY,APPLICATIONS.14TABLE 4(CONTINUED).15TABLE 5 MILITARY/AEROSPACE PRIMARY LITHIUM BATTERY,APPLICATIONS.15,PRIMARY LITHIUM BATTERY TYPES.16Lithium Carbon Monofluoride Batteries.16Lithium Copper Oxyphosphate Batteries.16Lithium Copper Oxide Batteries.16Lithium Iodine Batteries.17,Copyright BCC Research,Wellesley,MA USA Web:,iv,FCB028E Lithium Batteries:Markets and Materials,TABLE OF CONTENTS,Lithium Iron Sulfide Batteries.17Lithium Manganese Dioxide Batteries.17,Lithium Manganese Dioxide Batteries(Continued).18Lithium Silver Vanadium Pentoxide Batteries.19Lithium Sulfur Dioxide Batteries.19Lithium Sulfuryl Chloride Batteries.20Lithium Thionyl Chloride Batteries.20PRIMARY LITHIUM BATTERY COMPANIES.21TABLE 6 PRIMARY LITHIUM BATTERY COMPANIES.21,ACR Electronics.22Applied Power,Inc.22Duracell International.22EaglePicher Corp.23Ener1,Inc.(EnerDel).24Energizer Holdings.24GP Batteries(Gold Peak International).25Greatbatch,Inc.26Medtronic,Inc.26MiniMax Energy Technology.26Moltech Corp.27Panasonic(Matsushita Electric Industrial Co.).27,Panasonic(America).27Panasonic Batteries.28Rayovac Corp.(Spectrum Brands).28SAFT(Johnson Controls Saft-Advanced Power,Solutions).29Saft America,Inc.29Solicore.30Sanyo Electric Co.,Ltd.31,Sanyo Electric Co.USA.31Sony Corp.32,Sony(USA).32Tadiran Batteries(SAFT).32Ultralife Batteries,Inc.33,Ultralife Batteries,Inc.(Continued).34Varta AG(Varta Batteries,Inc).35,Varta Microbattery(USA).35Yardney(Lithion,Ener Tek).36PRIMARY LITHIUM BATTERY MARKET SUMMARY.37Primary Lithium Battery Market Fundamentals.37TABLE 7 PRIMARY LITHIUM MARKET SUMMARY.37,Copyright BCC Research,Wellesley,MA USA Web:,v,FCB028E Lithium Batteries:Markets and Materials,TABLE OF CONTENTS,TABLE 7(CONTINUED).38,Portable Product Primary Lithium Batteries.38Medical Product Primary Lithium Batteries.39Stationary Product Primary Lithium Batteries.39Military/Aerospace Primary Lithium Batteries.39Automotive/Motive Primary Lithium Batteries.40BASIS FOR PRIMARY LITHIUM BATTERY MARKET,PROJECTION.40TABLE 8 GLOBAL PRIMARY LITHIUM BATTERY VOLUME AND,VALUE,2008.40,PRIMARY LITHIUM BATTERY MARKET PROJECTION.41TABLE 9 PROJECTED GLOBAL PRIMARY LITHIUM BATTERY,VALUE BY TYPE,THROUGH 2014($MILLIONS).41,FIGURE 1 PROJECTED GLOBAL PRIMARY LITHIUM BATTERY,VALUE BY TYPE,2004-2014($MILLIONS).42,TABLE 10 PROJECTED GLOBAL PRIMARY LITHIUM BATTERY,VALUE BY TECHNOLOGY,THROUGH 2014($MILLIONS).42SECONDARY LITHIUM BATTERIES.43SECONDARY LITHIUM BATTERY SUMMARY.43TABLE 11 SECONDARY LITHIUM BATTERY TYPES.43TABLE 11(CONTINUED).44,SECONDARY LITHIUM BATTERY COMPOSITIONS.45TABLE 12 SECONDARY LITHIUM BATTERY COMPOSITIONS.45TABLE 12(CONTINUED).46,SECONDARY LITHIUM BATTERY TYPES.46Lithium/Aluminum Polymer Batteries.46Lithium/Aluminum Manganese Dioxide Batteries.46Lithium/Aluminum Vanadium Pentoxide Batteries.47Lithium Cobalt Oxide Batteries.47Lithium Copper Chloride Batteries.47Lithium Ion and Lithium Ion Polymer Batteries.47Lithium Ion Compared to Lithium Ion Polymer.48,Lithium.49Lithium Ion as Smart Batteries.50,Lithium.51Lithium.51Lithium.52TABLE 13 SMART BATTERY SYSTEM(SBS)STAKEHOLDERS.53,High Temperature Lithium Iron Sulfide Batteries.53TABLE 14 HIGH TEMPERATURE LITHIUM IRON SULFIDE,BATTERY R&D.54,Copyright BCC Research,Wellesley,MA USA Web:,vi,FCB028E Lithium Batteries:Markets and Materials,TABLE OF CONTENTS,High.54Rechargeable Lithium Manganese Dioxide Batteries.55Lithium Molybdenum Disulfide Batteries.56Lithium Niobium Selenide Batteries.56Rechargeable Lithium Sulfur Dioxide Batteries.57Lithium Titanium Disulfide Batteries.57Lithium Titanium Disulfide Polymer Electrolyte,Batteries.57Lithium Vanadium Oxide Polymer Electrolyte Batteries.57Thin Film Batteries.58,Thin Film Batteries(Continued).59TABLE 15 THIN FILM MICRO BATTERY COMPANIES.60,Rechargeable Lithium Air Batteries.60,.61Rechargeable Lithium.62SECONDARY LITHIUM BATTERY COMPANIES.62TABLE 16 SECONDARY LITHIUM BATTERY COMPANIES.63TABLE 16(CONTINUED).64TABLE 16(CONTINUED).65,A123Systems.65,TABLE 17 A123 BATTERY COMPARED TO OTHER HIGH CAPACITYBATTERY SYSTEMS.66TABLE 18 A123 BATTERY PULSE DURATION AND POWER DENSITY.67,A123Systems(Continued).68A123Systems(Continued).69Advanced Battery Systems.70Advanced Battery Technologies,Inc.(ABAT).70,.71Apple Computer,Inc.72Applied Power,Inc.73Arotech Corp.(Epsilor&Electric Fuel).73Arthur D.Little,Inc.74Avestor(Hydro Qubec and Kerr McGee).74,.75BAE Systems.76Battery Biz.77Battery Clinic,Inc.77Battery Technology,Inc.(BTI).77Robert Bosch GmbH(SB LiMotive Co.Ltd).78,.79Bollor Group.80,Copyright BCC Research,Wellesley,MA USA Web:,vii,FCB028E Lithium Batteries:Markets and Materials,TABLE OF CONTENTS,Bollor Group(continued).81Boston Power.82Boundless Corp.83Bren Tronics.83BYD Batteries.84Cadex.85Cell Con.85China BAK Battery,Inc.85,China BAK Battery,Inc.(Continued).86China BAK Battery,Inc.(Continued).87Cobasys(SB LiMotive Co.Ltd.).88,Cobasys(SB LiMotive Co.Ltd.)(Continued).89Continental Corporation.90China Sun(Dalian Xinyang High Tech Development Co.).90Covalent Associates,Inc.91Cymbet Corp.91EaglePicher Corp.92,.93EIC Laboratories.94Electro Energy.94Electrovaya(Electrofuel).95,.96Ener1,Inc.(EnerDel).97,.98.99.100Enerize Corp.(FiFe Batteries).101FIFE Batteries Ltd.101Energizer Holdings.102E One Moli Energy.103,NEC.103,NEC(Continued).104Evonik Industries AG.105Excellatron Solid State.106Farasis Energy.106Fuji Photo Film Co.,Ltd.107Furukawa Battery Co.107General Motors.107,General Motors Continued).108General Motors Continued).109GP Batteries(Gold Peak International).110,Copyright BCC Research,Wellesley,MA USA Web:,viii,FCB028E Lithium Batteries:Markets and Materials,TABLE OF CONTENTS,Greatbatch,Inc.110Harding Energy,Inc.111Hitachi Maxell Corp.111Honeywell Batteries.112Hong Kong Highpower Technology.112HYB Battery Co.,Ltd.(Hua Yue Bao Battery).113Huanyu Battery.113Hymotion(A123Systems).113IBM Corp.114Industrial Battery Engineering.115Industries International,Inc.(INDI).115Infinite Power Solutions.116Innergy Power Corp.(Portable Energy Products,Inc.).116International Battery.117Johnson Controls(Johnson Controls Saft Advanced,Power Solutions).118,.119.120.121K2 122Keystone Battery Corp.123Kokam America,Inc.123Lithium Power Technologies.123Lithium Technology Corp.(LTC).124,GAIA Akkumulatorenwerke GmbH.124,GAIA.Continued).125GAIA.Continued).126GAIA.Continued).127MaxPower,Inc.128Medtronic,Inc.128Microchip Technology,Inc.129MiniMax Energy Technology.129Mitsubishi International.129,.130Moltech Corp.131Multiplier Industries.132Nanoexa.132NEC Corp.(E One Moli Energy).133,.134,Nexergy(Promark Electronics,DC Battery Products,Tauber).135,Copyright BCC Research,Wellesley,MA USA Web:,ix,FCB028E Lithium Batteries:Markets and Materials,TABLE OF CONTENTS,Nissan Motor Co.135,Nissan.(Continued).136Oak Ridge Micro Energy,Inc.137Panasonic(Matsushita Electric Industrial Co.).138,Panasonic(America).138Panasonic Batteries.139PolyPlus Battery Company.139Quallion LLC.140Rayovac Corp.(Spectrum Brands).141Renata Batteries.142Ricardo,Inc.142Saft(Johnson Controls Saft Advanced Power Solutions).143,Saft America,Inc.143,Saft America,Inc.(Continued).144Saft America,Inc.(Continued).145Sanyo Electric Co.,Ltd.146,Sanyo Electric Co.USA.146SETO Holdings,Inc.147Sion Power.147Solicore,Inc.148Sony Corp.149,Sony(USA).149,.150Sony(USA)(Continued).151,TABLE 19 COMPARISON BETWEEN CONVENTIONAL BATTERY,AND NEXELION.152,SRI International.153Toshiba.153TABLE 20 SCIB SPECIFICATIONS.154,TIAX.155Tracer Technologies.156Ultralife Batteries,Inc.156,Ultralife.(Continued).157Valence Technology,Inc.158,Ultralife Batteries,Inc.(Continued).159Ultralife Batteries,Inc.(Continued).160Ultralife Batteries,Inc.(Continued).161Ultralife Batteries,Inc.(Continued).162Varta AG(Varta Batteries,Inc).163Varta Microbattery(USA).163Yardney(Lithion,Ener Tek).164,Copyright BCC Research,Wellesley,MA USA Web:,x,FCB028E Lithium Batteries:Markets and Materials,TABLE OF CONTENTS,Yuasa,Inc.(GS Yuasa Corp.,Yuasa Battery America,Inc.,Yuasa Exide).165,.166SECONDARY LITHIUM BATTERY MARKET SUMMARY.167,Secondary Lithium Battery Market Fundamentals And,Basis For Forecast.167TABLE 21 SECONDARY LITHIUM MARKET SUMMARY.167,Portable Product Secondary Lithium Batteries.168Medical Product Secondary Lithium Batteries.168Stationary Product Secondary Lithium Batteries.168Military/Aerospace Secondary Lithium Batteries.169Automotive/Motive Secondary Lithium Batteries.170BASIS FOR SECONDARY LITHIUM BATTERY MARKET,PROJECTION.171TABLE 22 2008 SECONDARY GLOBAL LITHIUM BATTERY VOLUMEAND VALUE(MILLIONS).171,SECONDARY LITHIUM BATTERY MARKET PROJECTION.171TABLE 23 GLOBAL PROJECTED SECONDARY LITHIUM BATTERYVALUE BY TYPE,THROUGH 2014($MILLIONS).172FIGURE 2 GLOBAL PROJECTED SECONDARY LITHIUM BATTERYVALUE BY TYPE,2004-2014($MILLIONS).172TABLE 24 GLOBAL PROJECTED SECONDARY LITHIUM BATTERYVALUE BY TECHNOLOGY,2004-2014($MILLIONS).173CHAPTER FOUR:LITHIUM BATTERY MARKETS.174LITHIUM BATTERY MARKET SUMMARY.174TABLE 25 LITHIUM BATTERY MARKET SECTORS.174,LITHIUM BATTERY PORTABLE PRODUCT MARKETS.175,Portable Computing Product Market.175,Portable Computing Product Market Fundamentalsand Basis for Market Projection.175,TABLE 26 PORTABLE COMPUTER DRIVING FORCES AND MARKETDEVELOPMENTS.176TABLE 26(CONTINUED).177,Portable Computing Product Market Projection.177TABLE 27 GLOBAL MARKET FORECAST FOR PORTABLECOMPUTING LITHIUM BATTERIES BY TYPE,THROUGH 2018($,MILLIONS).177,Portable Communications Product Market.177,Portable Communications Product Market,Fundamentals and Basis for Market Projection.177,Copyright BCC Research,Wellesley,MA USA Web:,xi,FCB028E Lithium Batteries:Markets and Materials,TABLE OF CONTENTS,.178.179,TABLE 28 PORTABLE COMMUNICATIONS PRODUCT DRIVING,FORCES AND MARKET DEVELOPMENTS.180,Portable Communications Product Market,Projection.181,TABLE 29 GLOBAL MARKET FORECAST FOR PORTABLE,COMMUNICATIONS LITHIUM BATTERIES BY TYPE,THROUGH,2014($MILLIONS).181,Portable Tool Markets.181,Portable Tool Market Fundamentals and Basis forMarket Projection.181,.182,TABLE 30 PORTABLE TOOL PRODUCT DRIVING FORCES AND,MARKET DEVELOPMENTS.183,Basis for Portable Tool Battery Market Projection.184,TABLE 31 GLOBAL MARKET FORECAST FOR PORTABLE TOOL,LITHIUM BATTERIES BY TYPE,THROUGH 2014($MILLIONS).184,Other Portable Product Markets.184,Other Portable Product Market Fundamentals andBasis for Market Projection.185,Portable Toy and Novelty Product Market,Fundamentals and Basis for Market,Projection.185,.186.187,TABLE 32 PORTABLE TOY AND NOVELTY DRIVING FORCES ANDMARKET DEVELOPMENTS.188,Portable Entertainment Product Market,Fundamentals and Basis for Market,Projection.188,.189,TABLE 33 PORTABLE ENTERTAINMENT DRIVING FORCES ANDMARKET DEVELOPMENTS.190,Portable Scientific Product MarketFundamentals and Basis for Market,Projection.191,TABLE 34 PORTABLE SCIENTIFIC PRODUCT DRIVING FORCES,AND MARKET DEVELOPMENTS.192,Digital Video and Still Camera Market,Fundamentals and Basis for Market Projection.193,Copyright BCC Research,Wellesley,MA USA Web:,xii,FCB028E Lithium Batteries:Markets and Materials,TABLE OF CONTENTS,Portable Camera Product Market Drivers andTechnology Factors.193,TABLE 35 DIGITAL VIDEO AND STILL CAMERA DRIVING FORCESAND MARKET DEVELOPMENTS.194TABLE 35(CONTINUED).195,Other Portable Product Market Projections.195,TABLE 36 GLOBAL MARKET FORECAST FOR OTHER PORTABLEPRODUCT LITHIUM BATTERIES BY TYPE THROUGH 2014($,MILLIONS).195,LITHIUM BATTERY MEDICAL PRODUCTS MARKET,SUMMARY.195,Medical Products Market Fundamentals and Basis for,Market Projection.195,.196.197.198,TABLE 37 PORTABLE MEDICAL PRODUCT DRIVING FORCES ANDMARKET DEVELOPMENTS.199,Medical Product Market Projection.199,TABLE 38 GLOBAL MARKET FORECAST FOR MEDICAL LITHIUMBATTERIES BY TYPE THROUGH 2014($MILLIONS).199,LITHIUM BATTERY STATIONARY APPLICATION MARKETSUMMARY.200,Computer Memory Preservation Market Fundamentals,and Basis for Market Projection.200Computer Memory Preservation Market Projection.200TABLE 39 PROJECTED GLOBAL COMPUTER MEMORY,PRESERVATION LITHIUM BATTERY VALUE BY TYPE,THROUGH2014($MILLIONS).200,Uninterruptible Power Supply Market.200,Uninterruptible Power Supply Market,Fundamentals and Basis for Market Projection.200Uninterruptible Power Supply Market Projections.201,TABLE 40 PROJECTED GLOBAL UPS LITHIUM BATTERY VALUE BYTYPE THROUGH 2014($MILLIONS).202,LITHIUM BATTERY MILITARY/AEROSPACE MARKET.202,Military/Aerospace Market Fundamentals and Basis forMarket Projection.202,TABLE 41 SELECTED PORTABLE BATTERY POWERED MILITARYPRODUCT ROLES.203,Copyright BCC Research,Wellesley,MA USA Web:,xiii,FCB028E Lithium Batteries:Markets and Materials,TABLE OF CONTENTS,Portable Military Product Market Drivers and TechnologyFactors.203,).204,TABLE 42 PORTABLE MILITARY PRODUCT DRIVING FORCES ANDMARKET DEVELOPMENTS.205TABLE 42(CONTINUED).206,Military Electric Vehicles Scenario.207Battery Powered Fighting Vehicle Scenario.207Strategic Defense Initiative(SDI)Revival Scenario.208Military/Aerospace Market Projections.208TABLE 43 GLOBAL MARKET FORECAST FOR MILITARY&AEROSPACE LITHIUM BATTERIES BY TYPE,THROUGH 2014($,MILLIONS).209,LITHIUM BATTERY AUTOMOTIVE AND MOTIVE POWERMARKET SUMMARY.209Industrial Electric Vehicles(Traction)Market.209,Industrial Electric Vehicles(Traction)Market,Fundamentals and Basis for Market Projection.209Industrial Electric Vehicles(Traction)Market Projections.210TABLE 44 GLOBAL MARKET FORECAST FOR INDUSTRIAL EV,LITHIUM BATTERIES BY TYPE,THROUGH 2014($MILLIONS).211,Electric Vehicle,Plug in and HEV Market.211,EV,PHEV and HEV Market Fundamentals and,Basis for Market Projection.211,.212.213E.214,.215EV and HEV Market Projections.216TABLE 45 MARKET FORECAST FOR GLOBAL EV AND HEV,LITHIUM BATTERIES BY TYPE,THROUGH 2014($MILLIONS).216,Automotive Market.216,Automotive Market