li-ion batteries & material market trends: past & future. pillot april 2012.pdf · france...

Li-ion batteries & material

market trends: Past &

Future

Director, AVICENNE ENERGY

Christophe PILLOT International Congress on

Automotive Li Ion Batteries 2012

23 – 25 April 2012

Christophe PILLOT + 33 1 47 78 46 00

[email protected]

The Rechargeable Battery Market and

Main Trends 2011-2020

International Congress on Automotive Li Ion

Batteries 2012 23 – 25 April 2012

AVICENNE PROFILE

Creation: 1992

Headquarter: Paris

Liaison Office: Japan, USA

AVICENNE Energy Director: Christophe Pillot

4 consultants in Paris

Information for Growth - Powering your company’s market strategy

with in-depth research

The Rechargeable Battery market

21st Edition

Customized

survey

2


[email protected]





METHODOLOGY: EXTENSIVE FIELD RESEARCH

TO RETRIEVE & CROSS CHECK INFORMATION

Conferences & Exhibitions

Top management contacts network > 17 000 contacts

In Depth analysis Of applications Cross Check Analysis

Battery Makers

Battery Users,

OEM

Raw materials suppliers

Environment & recycling

Safety

Substitution technologies:

SuperCap, Fuel cells

3

http://www.batteryjapan.jp/en/Top/

http://www.thebatteryshow.com/index.php


[email protected]





MORE THAN 170 REFERENCES

WORLDWIDE A123 Air Liquide Air Product Alcatel Amperex (ATL) Aros Securities ARC Atofina - Arkema AT Kearney Axeon Bain Battery R&D Association of Korea B&D BHP Billiton Brand Licencing Parners (BLP) Bourns Bosch BYD Cap X Catella Carbone Lorraine Carlyle CDN Cobalt CEA/LITEN Celgard Chemetall CIAPS CIBA CNRS Cogema CRU Group CSC Challenge Strategy Change DELTA DGA Dialog Semiconductor Dow Chemical Dupont Duracell EDF Electro Energy Ener 1 Energizer ETC AB Facom Falcon Bridge

Fairshild semiconductor Fameart FIST Floridienne de Chimie FMC Lithium Fortu Power Cell France Telecom Fulton Innovation GAIA GIL Import Batteries Ltd. GS Melcotec HC Starck (Bayer) HILTI Hitachi Maxell Hollingsworth & Vose Cie Honeywell HPL (High Power Lithium) Hutchinson IER IGL Export. International Component Inco Intersil ITRI ITS Johnson Controls JBC Kodak Kruger Lazard Leclanché Legrand LG Chemical Lion cells Little Fuse Lilipucian Lynas Corp Matsushita Microsoft MTI Micro Fuel Cells Mindbranch Moltech Molycorp Motorola NCCP - Russia

Nitech NKKPC – Brett Nelson Norilsk Nickel Novaled NTK Powerdex OMG Inc Panasonic Philips Photon PK & Wise PRAYON Prismark PSA Rayovac Recharge Renault Rhodia Saft Samsung SDI Sanik Schroder Venture Scotent Entreprise Shenzhen High Power Technology Schott AG SKC SVE - Dassault Solvay Sony Stibat Storck Toda Kogyo TOTAL Total Wireless Solution Toyota Tyco Umicore Uniross Varta Warburgpincus World Industrial Information Center WR Grace & Cie Zebra ZPower

4


[email protected]





AVICENNE ENERGY: RENOWNED TO

HAVE REALISTIC FORECASTS

IIT 2007

IIT 2008

IIT 2009

IIT 2010

REALITY 0

0,2

0,4

0,6

0,8

1

1,2

2008 2009 2010 2011

Mill

ion

HEV

po

we

red

by

LIB

HEV powered by Lithium ion battery

forecasts from 2008 to 2011

EV sold, in million units, worldwide,

2010 - 2020

IIT (March 2010)

AAB

Deutsche Bank

Roland Berger

AVICENNE

IIT (March 2011)

0

1

2

3

4

5

6

2010 2015 2020

Nu

mb

er o

f EV

so

ld w

orl

dw

ide

( M

illio

n)

Source : International Battery Conference, Fort Lauderdale 2007, 2008, 2009, 2010 & 2011

AVICENNE 2007-2011

5


[email protected]





OUTLINE

THE RECHARGEABLE BATTERY MARKET IN 2011

ELECTRIC VEHICLE SEGMENTATION

HEV, P-HEV & EV MARKET BY COMPETITOR AND BY AREA

FORECASTS BY 2025

IMPACT ON THE BATTERY BUSINESS

6


[email protected]





7

THE BATTERY MARKET IS REALLY

DYNAMIC

0

500

1000

1500

2000

2000 2011

Mill

ion

Un

its

/ ye

ar

Cellular Phones sold per Year (Million)

Li-ion

NiMH

211 M Portable

PCs

65 M Tablets

0

50

100

150

200

250

300

2000 2011

Mill

ion

Un

its/

Ye

ar

Portable PC sold per Year (Million)

Li-ion

NiMH

0

10000

20000

30000

40000

50000

60000

70000

2000 2011

Ton

s o

f ca

tho

de

/ Y

ear

Tons of Li-ion Cathode per year

0

0,5

1

1,5

2

2,5

3

2000 2011

$/W

h

Li-ion 18650 cell price ($/Wh)


[email protected]





THE WORLDWIDE BATTERY MARKET

1990-2010

0,0

5,0

10,0

15,0

20,0

25,0

30,0

35,0

1990 2000 2010

Bill

ion

US

$

Others (Flow battery, NAS, …)

Li-ion

NiMH

NiCD

Lead Acid

30 BILLION US$

3-4% AVERAGE GROWTH PER YEAR (1990-2010)

8

-

5,0

10,0

15,0

20,0

25,0

30,0

35,0

1990 2000 2010

Bill

ion

US$

STORAGE

TRACTION

INDUSTRIAL

PORTABLE

SLI


[email protected]





WORLDWIDE BATTERY SALES BY

CHEMISTRY, MWH, 1995-2011

-

5 000

10 000

15 000

20 000

25 000

30 000

35 000

40 000

1995 1997 1999 2001 2003 2005 2007 2009 2011

MW

h

Li-ion

NiMH

NiCd

The worldwide rechargeable battery market, in volume,

MWh, 1995-2011

2001-2011 (CAGR)

NiCd: 0% per year

NiMH: + 3% per year

Li-ion: +27% per year

9


[email protected]





LI-ION IN 2011

MAIN APPLICATIONS: CELLULAR, NOTEBOOK

4 125 M cells – 28 000 MWh

9 300 M$

CAGR 2006/2011

+21% per year in Volume

+12% per year in value

10

-

5 000

10 000

15 000

20 000

25 000

30 000

2000 2002 2004 2006 2008 2010

M W

h

Li-ion Battery sales, MWh, Worldwide, 2000-2011

Cellular Phones Portable PCs Others

-

2 000

4 000

6 000

8 000

10 000

12 000

2000 2002 2004 2006 2008 2010 M

Wh

Li-ion Battery sales, MWh, Worldwide, 2000-2011

Tablets Power Tools Camcorders

Digital Camera Video Games MP3

Toys Auto Household devices

E-bikes Others


[email protected]





0

20

40

60

80

100

120

19

60

19

70

19

80

19

90

20

00

20

10

20

20

20

30

Million barrel per day

Price of the WTI barrel

of oil, US $

CO2 density in the

atmosphere increase

11

WHY X-EV ?

Petroleum

consumption

worldwide 1960-2030

0

0,5

1

1,5

2

2,5

3

3,5

4

0

20

40

60

80

100

120

19

73

20

05

20

07

20

09

20

11

20

13

Source: Energy Information

Administration, US Government

Source: http://www.eia.doe.gov/emeu/steo/pub/contents.html

Source: IPCC, Intergovernmental Panel on Climate Change, Climate Change 2007, Synthesis Report p38


[email protected]





12

HEV, P-HEV & EV

DEFINITION & SEGMENTATION

Note: Micro HEV are not in the HEV statistics & HEV forecast

EV & HEV MARKET

EV 25 kWh

HEV 0.6-2 kWh batteries

MICRO HEV*

MILD HEV

MEDIUM HEV

FULL HEV

P HEV 5 kWh

batteries

CITROEN C3 TOYOTA VITZ

GM Saturn Vue GM AURA

GM MALIBU HONDA ACCORD

HONDA CIVIC INSIGHT

MERCEDES S400

TOYOTA PRIUS

TOYOTA CAMRY

FORD ESCAPE FORD FUSION

MILAN GM YUKON GM TAHOE

NISSAN ALTIMA

0%

20%

40%

60%

80%

100%

0 $ 5 000 $ 10 000 $ 15 000 $

Fuel saving Vs. Cost

HEV

P-HEV

EV


[email protected]





HEV WORLDWIDE IN 2011

LESS THAN 0.9M HEV SOLD

HEV sold per year, M units,

worldwide, 2000 - 2011

Penetration of hybrids in the

global sales, 2000-2011

13

Source: TOYOTA, HONDA, NISSAN, FORD, GM, HYUNDAI, MERCEDES, GM, BMW, VW, PORSCHE… Compilation AVICENNE ENERGY

0,0%

0,2%

0,4%

0,6%

0,8%

1,0%

1,2%

1,4%

0,0

0,1

0,2

0,3

0,4

0,5

0,6

0,7

0,8

0,9

1,0

HEV

wo

rld

wid

e p

en

etr

atio

n (

%)

Mill

ion

TOYOTA OTHERS

USA

JAPAN

EUROPE

0,0%

1,0%

2,0%

3,0%

4,0%

5,0%

6,0%

7,0%

8,0%

9,0%

10,0%

2000 2002 2004 2006 2008 2010

Pen

etra

tio

n o

f h

ybri

ds

in t

he

glo

bal

e s

ales


[email protected]






BY CAR SUPPLIER

TOYOTA

HONDA

FORD

NISSAN GM

MERCEDES

HYUNDAI/KIA Others

Total HEV Vehicles

Less than 0.9 M in 2011

HEV sold per year, M units per

car manufacturers, 2000-2010

14

TOYOTA

HONDA

FORD

HYUNDAI

0

100

200

300

400

500

600

700

800

‘ 00

0 H

EV s

old

TOYOTA HONDA

Source: TOYOTA, HONDA, NISSAN, FORD, GM, HYUNDAI, MERCEDES, GM, BMW, VW, PORSCHE… Compilation AVICENNE ENERGY


[email protected]






BY COUNTRY

USA 31%

EUROPE 14%

JAPAN 48%

OTHERS 7%

Total HEV Vehicles

Less than 0.9 M in 2011

HEV sold per year, M units per

country, 2004-2011

15

USA

EUROPE

JAPAN

OTHERS

0

50000

100000

150000

200000

250000

300000

350000

400000

450000

500000

2004 2005 2006 2007 2008 2009 2010 2011


[email protected]





RAW MATERIALS IS DRIVING THE

BATTERY BUSINESS

RAW MATERIALS ACCOUNT FOR 50 TO 80% OF LIB BUSINESS

RAW MATERIAL COST IMPACT DRASTICALY ON THE BATTERY MAKERS PROFIT

16

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Pro

du

ctio

n c

ost

an

d o

the

rs

Production cost for Japanese, Chinese & Korean makers for prismatic cells in

2011

Operating profit

Depreciation

SGA

R&D

Labor

Material

0%

2%

4%

6%

8%

10%

12%

14%

16%

18% 0

10

20

30

40

50

60

70

80

Pro

fit

leve

l (%

of

the

reve

nu

es)

Co

pri

ce (

$/k

g)

Co Price Profit level (% of revenues)


[email protected]





LIB BUSINESS

RECALL SLASH BATTERY PROFIT

17

More & more incidents & accidents

All the battery makers and the OEM are concerned

Recall cost impact drastically the battery business and the profitability

Battery Makers

OEM Battery recall

Date Cost

Matsushita Nokia 46 M cells 08/07 170 MUS$

Sanyo Mitsubishi 1.3 M cells 12/06 35 MUS$

Sony Dell, Apple,

Toshiba, Lenovo,...

10 M Packs

65 M cells 2006 430 MUS$

Sony HP, Toshiba,

Dell 0.44 M 2009

-50%

-40%

-30%

-20%

-10%

0%

10%

20%

30%

20

02

20

03

20

04

20

05

20

06

20

07

20

08

20

09

20

10

Op

era

tin

g p

rofi

t/R

eve

nu

e

RECALL SLASH BATTERY PROFIT Sanyo

MBI

BYD

SGS

Sony

NEC

Maxell

LGC

SDI

Average


[email protected]





LI-ION VALUE CHAIN

18

CATHODE SUPPLIERS

63 OOO T in 2011

Revenues: 1,8 B$

CAGR 06/11: +13%

ANODE SUPPLIERS

32 000 T

Revenues: 0,6 B$

CAGR 06/11: 11%

ELECTROLYTE SUPPLIERS

21 000 T

Revenues: 0,4 B$

CAGR 06/11: 17%

SEPARATOR SUPPLIERS

440 M m²

Revenues: 0,8 B$

CAGR 06/11: 15%

CELL

MANUFACTURERS

Revenues:

9 B$

Gross margin:

<10%

ANCILLARY

Revenues: 0,6 B$

PACK

MANUFACTURE

RS

Revenues:

11 B$

Gross margin:

<10%

-> Cell makers & raw material suppliers relationship

-> Raw material new entrants -> Entry barriers for raw materials

suppliers -> Raw material impact on battery

efficiency -> Raw material cost and main trends


[email protected]





CATHODE ACTIVE MATERIALS NEEDS

BY CHEMISTRY

-

10 000

20 000

30 000

40 000

50 000

60 000

70 000

20

00

20

01

20

02

20

03

20

04

20

05

20

06

20

07

20

08

20

09

2

01

0

20

11

Ton

s

LFP

LMO

NCA

NMC

LCO

Cathode active materials for LIB

in Tons, 2000-2011

Cathode active materials for LIB,

% of volume, 2011

19

LiCoO2 43%

NMC 32%

NCA 6%

LMO 11%

LFP 8%


[email protected]





ANODE FOR LIB IN 2011

0% 20% 40% 60% 80% 100%

SANYO

SONY

PANASONIC

SDI

LGC

BYD

Lishen

Maxell

ATL

BAK

A123

Others

ARTIFICIAL MCMB NATURAL

Amorphous METAL

20

Natural graphite is more & more used

Note:

MCMB: Mesocarbon Microbeads

Source: Hitachi Chemical

Natural Graphite

59%

Artificial Graphite

30%

MCMB 8%

Amorphous 2%

Si or Sn Type 1%

Carbon for LIB anodes by type (2011)


[email protected]





LIB SEPARATOR MARKET 2011

LIB separator market, M$,

CAGR 2001/2011: +19%

LIB Separator supplier, market

share in 2011

21

Others: TDK/Nitto Denko, Foshan Jinhui Hi-Tech, Shenzhen Senior Technology Material, Xinxiang Green next Energy, Dupont,…

ASAHI 25%

TORAY-TONEN

21% SUMITOMO 1% ENTEK

3%

SK 12%

CELGARD 26%

UBE 7%

Others 5%

0

100

200

300

400

500

600

700

800

900

20

00

20

01

20

02

20

03

20

04

20

05

20

06

20

07

20

08

20

09

20

10

20

11

M$


[email protected]





ELECTROLYTE SUPPLIERS/CUSTOMERS

21 200 TONS IN 2011

LIB electrolyte market, Tons,

CAGR 2001/2011: +19%

LIB electrolyte supplier, market

share in 2011

22

Ube 11%

Mitsubishi 24%

In-House 4%

Tomiyama 3%

PANAX-ETEC 21%

Zhangjiagang Guotai-

Huarong 19%

Others 18%

0

5000

10000

15000

20000

25000

20

00

20

01

20

02

20

03

20

04

20

05

20

06

20

07

20

08

20

09

20

10

20

11

Ton

s

Cellular Portable PC Tablets

Power tools Auto Others


[email protected]





LI-ION RAW MATERIALS ROADMAP

23

Source: Avicenne Compilation, Kai-Christian Möller, Fraunhofer ISC

2000 2005 2010 2015 2020 2025 2030

CA

THO

DE

AN

OD

E EL

CTR

OLY

TE

SEPA

RA

TOR

LCO

Graphite

Hard Carbon

LiPF6 + Org. solvents

Polyolefin

NMC

LMO

LCO

NCA

LFP

LiNiMMO2 High voltage

5v spinel

LiNiPO4, 5v

LiCoPO4, 5v

LiMnPO4, 4v

Sulfur Air

Soft Carbon

Li4Ti5O12

C/Alloy Composite

Non Si Alloys

Li Metal

Si Alloys

Gel-polymer electrolyte

5v electrolyte

LiPF6 free electrolyte

Polymer membrane

Solid Electrolyte

Cellulose

Non-woven

Polyolefin+ ceramic coating


[email protected]





LONG TERM HEV FORECAST

FROM 3 TO 8 M HEV IN 2020

0,9

1,7

3,7

0

1

2

3

4

5

6

7

8

9

2011 2015 2020

Mill

ion

AVICENNE (Feb 2012)

AVICENNE (Oct 2009)

AABC (Jan 2011)

IIT (March 2011)

Credit Suisse

Deutsche Bank (Nov 2009)

Roland Berger (Mini August 2011)

Nomura (March 2009)

24

AVICENNE ENERGY FORECASTS ARE REALISTIC

COMPARE TO OTHER ANALYSTS

Source: AVICENNE ENERGY Compilation, February 2012


[email protected]





25

WHICH BATTERY TECHNOLOGY FOR

HEV?

PRIUS II PRIUS III

Capacity 6.5 Ah 6.5 Ah

Cells 228 (38 * 6) 168 (28 * 6)

Voltage 273.6 v 201.6 v

Specific power 1000 W/kg 1300 W/kg

Specific energy

46 Wh/kg 46 Wh/kg

Total power/HEV

36 kW 37.8 kW

Total energy/HEV

1778 Wh 1310 Wh

NiMH is improving and powering

more than 95% of HEV car sold

in 2011

NiMH Capacity is increasing Exemple of AA NiMH

(index 100 in 1996)

Source: Sanyo – AVICENNE ENERGY Compilation

Source: TOYOTA

NiMH cost per kWh is decreasing (index 100 in 1996)

Source: AVICENNE ENERGY

0

50

100

150

200

250

Ca

pa

cit

y (m

Ah

) fo

r N

iMH

ce

ll -

Ind

ex

10

0 in

19

96

0

20

40

60

80

100

120

NiM

H C

ost

pe

r k

Wh

- In

de

x

10

0 in

19

96


[email protected]





NIMH BATTERIES FOR HEV IN 2010/2011

PEVE SANYO-

Panasonic COBASYS

(SB Limotive)

TOYOTA n

LEXUS n

HONDA n

FORD n

NISSAN n

GM n n

BMW n

DAIMLER n

CHRYSLER n

VW n

BMW n

Thanks to TOYOTA, Primearth EV Energy (PEVE), got more than

75% of the HEV battery market and a large know-how

26

Sanyo's battery used by Ford

0 20 40 60 80 100 120

PEVE

SANYO-Panasonic

COBASYS

Million NiMH cells

NiMH battery & Car makers relationships 2011

TOYOTA

HONDA

FORD

NISSAN

GM


[email protected]





LI-ION PENETRATION IN VARIOUS

DEVICES: AVICENNE & OTHER ANALYSTS FORECAST

27

Li-ion penetration in electronic

devices & HEV

(1)AVICENNE HEV Forecasts, march 09, Relevant scenario

(2)AVICENNE HEV Forecasts, march 09, Li-ion Optimistic scenario

(3)IIT, TAKESHITA, March 08, THE 25th INTERNATIONAL BATTERY SEMINAR & EXHIBIT, Slide 8 & March 2009, 26th Battery Seminar,

(4)AAB, Menahem ANDERMAN, Ph.D, Tampa, Florida, May 2009

HEV powered by LIB

forecasts from 2008 to 2011

IIT 2007

IIT 2008

IIT 2009

IIT 2010

AVICENNE 2007

REALITY 0

0,2

0,4

0,6

0,8

1

1,2

2008 2009 2010 2011 M

illio

n H

EV p

ow

ere

d b

y LI

B

Source : International Battery Conference, Fort Lauderdale 2007, 2008, 2009, 2010 & 2011

Cellular Phones

(to=1994)

Portable PCs (to=1994)

Power Tools (to=2004)

HEV Avicenne (to=2010)

HEV Avicenne 2 (to=2010)

HEV IIT (to=2009)

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

0 1 2 3 4 5 6 7 8 9 10

Li-i

on

pen

etra

tio

n in

ele

ctro

nic

de

vice

s &

HEV


[email protected]





28

LI-ION BATTERY DEVELOPMENTS FOR

HEV, P-HEV & EV

BUT, SAFETY, LIFE TIME & COST issues

Lot of technical solutions (NMC, NCA, LFP, LCO...)

Lot of EXPENSIVE Developments (cell mfg, cooling systems, pack assembly…)

So,

Lot of JV, partnerships etc...

Li-ion is THE solution for the

future

LIB >NiMH but

SAFETY & COST ISSUES PRIUS III NiMH PRIUS x - Li-ion

Volts 201.6 201.6

Cells 168 (28*6) 56

Capacity 6.5 Ah 3.8 Ah

Energy 1310 Wh 766 Wh

Weight 38 kg 25 kg

T°C Range + +

Cyclability + ++

Safety

Cost

JOINT VENTURE & STRONG PARTNERSHIP

TOYOTA NISSAN HONDA MITSUBISHI DAIMLER BYD AUTO BOSCH SAIC

PANASONIC PEVE

NEC AESC

GSY JV (HEV) LEJ (EV)

SDI SB LiMotive

BYD JV in China HEV, EV

Evonik Li-Tec,

Deutsche Accu

A123 JV


[email protected]





29

LIB MANUFACTURING INVESTMENTS

2009-2015

10-12 B$ WORLDWIDE

>50 GWh in 2015

A123 Michigan Plant - Photo courtesy of A123 Systems

Liotech Plant, Novosibirsk – 1,5 GWh production capacity 0 500 1000 1500

PANASONIC NISSAN Motor US

Sony BYD

LG Chem JCI

A123 Sanyo Ener1

Nissan-Renault (Fr) Dow Kokam (KD ABG MI)

GS YUASA SB Limotive

Hitachi Vehicle Energy Lithium Energy Japan Rusnano-Thunder Sky

LG Chem - Compact … Nissan - Renault (UK)

Toshiba Blue Energy

Nissan-Renault (Port) Lishen

BAK SAFT US

SAFT Hitachi Vehicle Energy

AESC Japon NEC Tokin (Electrodes)

Mitsubishi H.I. SK Energy

Panasonic EV LiTec GmbH

M$

Total Investment (M$) made for LIB manufacturing

Average Investments: 250 $ / kWh


[email protected]





LIB BATTERY COST

Raw material cost (Co, Mn, Ni, Al, Cu, …)

Anode, cathode, Electrolyte , separator, binders, Cu & Al foil, etc… cost structure :

CAPEX,

labor cost,

R&D

Marketing, Adm, Overhead, margin)

Raw material needs / mAh

Electrode process Yield

Assembly Process Yield

Cell manufacturing cost

Module manufacturing cost

Pack assembly cost

…

Costs analysis Battery price in 2011

$/kWh

30

0

200

400

600

800

1000

1200

1400

1600

LIB 18650

cell

LIB EV Cell

LIB pack for EV

LIB HEV cell

LIB pack for HEV


[email protected]





EV FORECASTS

2011-2020

EV sold, in million units,

worldwide, 2010 - 2020

EV impact on the LIB & raw

material market is HUGE

31

IIT, March 2011 Fort Lauderdale

IIT, March 2010 Fort Lauderdale

Deutsche Bank , Electric Cars: Plugged In 2 – Nov 2009

Roland BERGER, Oct 2011, Batteries 2011 Cannes

AAB, AABC Europe, Mainz, June 2011

IIT (March 2010)

AAB

Deutsche Bank

Roland Berger

AVICENNE

IIT (March 2011)

0

1

2

3

4

5

6

2010 2015 2020

Nu

mb

er o

f EV

so

ld w

orl

dw

ide

( M

illio

n)

4

50

45

400

1000

10000

25000

1 10 100 1 000 10 000 100 000

Mobile Phone

Portable PC

Power Tools

E-bikes

HEV

P-HEV

EV

Average Wh per device


[email protected]





TOTAL BATTERY DEMAND

2011-2020

EV, HEV & P-HEV Battery

needs (M Wh) 2005 – 2020

Total battery demand (MWh)

2000 – 2025

32

0

20000

40000

60000

80000

100000

120000

140000

160000

180000

200000

2000 2005 2010 2015 2020 2025 M

Wh

NiCd NiMH except Auto LIB except Auto

NiMH for HEV LIB for HEV LIB for P-HEV

LIB for EV

-

5 000

10 000

15 000

20 000

25 000

30 000

35 000

40 000

2005 2010 2015 2020

M W

h

NiMH for HEV LIB for HEV

LIB for P-HEV LIB for EV


[email protected]





RECHARGEABLE BATTERY MARKET

2000 – 2025 (CELLS LEVEL)

Rechargeable battery market,

M$ for x-EV 2000-2025

Rechargeable battery market,

M$, 2000-2025

33

0

1000

2000

3000

4000

5000

6000

7000

8000

9000

2000 2005 2010 2015 2020

M $

NiMH for HEV LIB for HEV LIB for P-HEV LIB for EV

0

5000

10000

15000

20000

25000

30000

2000 2005 2010 2015 2020 2025

M $

NiCd NiMH except Auto NiMH for HEV LIB Cyl LIB Pr LIB Pol LIB Auto


[email protected]





TAKEAWAYS

Li-ion battery is driven today by Portable PCs & electronic devices

For automotive, the battery technology is today the NiMH

LIB begin really to compete in 2012

P-HEV & EV will be powered by Li-ion: 5 B$ market in 2015 & 9 B$ in 2020

1 M EV represent roughly 25 000 MWh, or 60 000 tones of cathode materials!

EV expectations attract now large Chemical companies

New materials are needed to meet Automotive standards

In 2020, Energy storage will represent less than 5% of the total battery market

Battery Market 2010-2020

CAGR = +7%

RECHARGEABLE BATTERY

MARKET M US$, Worldwide,

2000-2020 - PACK LEVEL

34

Note: Excluding Energy Storage batteries

-

10 000

20 000

30 000

40 000

50 000

60 000

2000 2005 2010 2015 2020 M

$

Lead Acid NiCd NiMH LIB


[email protected]





THANK YOU

Christophe PILLOT

AVICENNE ENERGY

[email protected]

Phone: +33 1 47 78 46 00

Mobile: + 33 6 88 82 79 49

35

li-ion batteries & material market trends: past & future. pillot april 2012.pdf · france...

Documents