1. Market Research
  2. > Energy & Environment
  3. > Energy Technology
  4. > Battery Market Trends
  5. > Global and China Lithium Battery Cathode Material Industry Report, 2013-2014

1. Brief introduction to lithium battery
2. Overview of lithium battery industry
3. Lithium battery market
4. Lithium battery cathode material market and industry
5. Trends in lithium battery cathode material development
6. 14 lithium battery cathode material manufacturers
7. 13 lithium battery companies

Given bright prospects in electric vehicle market, many manufacturers, especially those from China, have crowded into the lithium battery industry. Unlike competitors from other countries, most Chinese manufacturers have a single type of product, which leaves them highly dependent on lithium battery market and thus brings with it extremely high risks. And as for the manufacturers outside of China, lithium battery typically occupies a rather low proportion of the total revenue.

Despite a sharp rise in shipments of mobile phones and tablet PCs as well as battery capacity in recent years, the average price of lithium batteries declined amid the fierce market competition. The electric vehicle market hasn't really started, and the significant decline in benefits of lithium battery companies has brought great pressure to the upstream raw materials. The US QE has led to a gradual fall in metal prices starting from 2011, lithium battery cathode material manufacturers have the ability to lower the prices. However, as the US QE programme is being phased out, the metal prices are very likely to bottom out. In future, if lithium battery cathode material manufacturers continue to lower the prices, their profits will shrink, but in face of the insufficient demand from downstream sectors, the manufacturers still have to cut prices.

The price is one of the main factors that hinder the development of xEV vehicle market, followed by mileage and charging infrastructure. It is impossible for the government to provide a long-term subsidy to xEV vehicle market. And once the subsidies come to an end, xEV vehicle still cannot compete with traditional gasoline vehicles, which will inevitably result in a severe decline. During 2014-2015, there will still be a lack of cost-down potential for xEV battery, for the market size remains relatively small. Even the xEV battery manufacturer with the largest output is unable to supply more than 150,000 xEV vehicles. But when the output reaches 500,000 units, the battery cost is expected to see obvious decline, which will therefore bring down the xEV prices remarkably. It is projected that by 2017 the market will present a substantial increase, to 698,000 units, and that this figure will climb to 1.32 million units by 2019.

Lithium battery cathode materials for electric vehicles will develop toward NMC, and the LFP favored by Chinese manufacturers is not suitable for electric vehicles. Currently, it is generally believed that LFP is applicable to ESS market rather than electric vehicle market. The NMC materials are divided into two types: one is represented by LiNi0.8-xCo0.2AlxO2 (NCA) supplied by Panasonic to Tesla, which raises energy density by increasing the proportion of nickel to improve the performance. The other is represented by LG CHEM, which lowers the costs by reducing the proportion of cobalt. With the success of Tesla, high-nickel NMC materials are believed to have great potential, with the major global manufacturers now including SMM Group and TODA KOGYO. In terms of ESS market, the costs of lithium battery are too high and extremely less competitive, and the ESS is used only in the power supply for communication base stations.

Even if the electric vehicle market gradually expands, not all of the lithium battery suppliers will benefit from it. The first-tier manufacturers—LG CHEM, Panasonic and AESC have occupied more than 70% of market share. Samsung SDI and LEJ are among the second-tier manufacturers, of which Samsung SDI monopolies the supply of BMW and Volkswagen electric vehicle batteries, and is expected to be among the first-tier manufacturers in future.


Table Of Contents

Global and China Lithium Battery Cathode Material Industry Report, 2013-2014
1 Overview of Lithium Battery Industry
1.1 Lithium Battery Introduction
1.2 Lithium Battery Manufacturing Process
1.3 Global Lithium Battery Market Size
1.4 Regional Pattern of Global Lithium Battery Industry
1.5 China Lithium Battery Industry Overview
1.5.1 Overview
1.5.2 Exports
1.6 Global Lithium Battery Industry Ranking
1.7 Lithium Battery Industry Chain
1.7.1 Cost Structure
1.7.2 Industry Chain

2 Lithium Battery Market
2.1 Cylinder Lithium Battery Market
2.2 Cylinder Lithium Battery Industry
2.3 xEV Vehicle Market
2.4 U.S. xEV Market
2.5 Europe xEV Market
2.6 Japan xEV Market
2.7 China xEV Market
2.8 xEV Battery Supply Chain
2.9 xEV Battery Market Share
2.10 xEV Battery Developments
2.11 ESS Market
2.12 Mobile Phone Market
2.13 Laptop Computer Market
2.14 Tablet PC Market

3 Lithium Battery Cathode Materials Market and Industry
3.1 Lithium Battery Cathode Materials Introduction
3.2 Lithium Battery Cathode Materials Market Trend
3.3 Technology Trends in Lithium Battery Cathode Materials
3.3 Shipments of Major Lithium Battery Cathode Materials Companies in Japan
3.4 Shipments of Major Lithium Battery Cathode Materials Companies in South Korea
3.5 Shipments of Major Lithium Battery Cathode Materials Companies in Taiwan and Europe
3.6 Shipments of Major Lithium Battery Cathode Materials Companies in Mainland China
3.7 China Lithium Battery Cathode Materials Industry Ranking

4 Lithium Battery Cathode Materials Companies
4.1 Umicore
4.2 Ningbo Shanshan Co., Ltd.
4.3 Beijing Easpring Material Technology Co., Ltd.
4.4 Hunan Reshine New Material Co., Ltd.
4.5 Ningbo Jinhe New Materials Co., Ltd.
4.6 CITIC GUOAN MGL
4.7 Tianjin BandM Science and Technology Joint-stock Co., Ltd.
4.8 Pulead Technology Industry Co., Ltd.
4.9 Shenzhen Tianjiao Technology Co., Ltd.
4.10 NICHIA
4.11 LandF
4.12 Tanaka Chemical
4.13 TODA KOGYO
4.14 Tianjin STL Energy Technology Co., Ltd.

5 Lithium Battery Companies
5.1 China BAK Battery, Inc. (CBAK)
5.2 BYD
5.3 SCUD
5.4 Tianjin Lishen Battery Joint-Stock Co., Ltd.
5.5 ATL (TDK)
5.6 Sony
5.7 Samsung SDI
5.8 LG Chem
5.9 Simplo Technology
5.10 Dynapack
5.11 DESAY
5.12 Sunwoda
5.13 Panasonic

Companies Mentioned
Umicore
Ningbo Shanshan Co., Ltd.
Beijing Easpring Material Technology Co., Ltd.
Hunan Reshine New Material Co., Ltd.
Ningbo Jinhe New Materials Co., Ltd.
CITIC GUOAN MGL
Tianjin BandM Science and Technology Joint-stock Co., Ltd.
Pulead Technology Industry Co., Ltd.
Shenzhen Tianjiao Technology Co., Ltd.
NICHIA
LandF
Tanaka Chemical
TODA KOGYO
Tianjin STL Energy Technology Co., Ltd.
China BAK Battery, Inc. (CBAK)
BYD
SCUD
Tianjin Lishen Battery Joint-Stock Co., Ltd.
ATL (TDK)
Sony
Samsung SDI
LG Chem
Simplo Technology
Dynapack
DESAY
Sunwoda
Panasonic

View This Report »

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 24 Million searchable statistics with tables, figures & datasets
  • More than 10,000 trusted sources
24/7 Customer Support

Talk to Veronica

+1 718 514 2762

Purchase Reports From Reputable Market Research Publishers
Global and Chinese Lithium Battery Anode Materials Industry, 2016 Market Research Report

Global and Chinese Lithium Battery Anode Materials Industry, 2016 Market Research Report

  • $ 3000
  • Industry report
  • November 2016
  • by Prof Research

The ’Global and Chinese Lithium Battery Anode Materials Industry, 2011-2021 Market Research Report’ is a professional and in-depth study on the current state of the global Lithium Battery Anode Materials ...

Global and Chinese Cylindrical lithium battery module Industry, 2016 Market Research Report

Global and Chinese Cylindrical lithium battery module Industry, 2016 Market Research Report

  • $ 3000
  • Industry report
  • November 2016
  • by Prof Research

The ’Global and Chinese Cylindrical lithium battery module Industry, 2011-2021 Market Research Report’ is a professional and in-depth study on the current state of the global Cylindrical lithium battery ...

Global and Chinese Lithium battery electrolyte Industry, 2016 Market Research Report

Global and Chinese Lithium battery electrolyte Industry, 2016 Market Research Report

  • $ 3000
  • Industry report
  • November 2016
  • by Prof Research

The ’Global and Chinese Lithium battery electrolyte Industry, 2011-2021 Market Research Report’ is a professional and in-depth study on the current state of the global Lithium battery electrolyte industry ...


ref:plp2014

Reportlinker.com © Copyright 2016. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.