Lithium-ion Battery Cathode Materials

manufacturers

I   Current Status and Future Outlook of Small Consumer-Use LiB Market

1. Trends in Consumer-Use LiB Market by Application

• Largest sales of consumer-use LiBs have become those for smartphones.
• Global consumer-use LiB market in capacity reached 36,554,762kwh in 2014.
• Not only the market of LiBs for note PCs is on the decline, but the number of cells installed per note PC has been decreasing.
• Emerge of high volume LiBs and expanding demands of laminate-type cells are boosting the consumer-use LiBs for smartphones.
• Growth of LiBs for tablets has slowed down, because the functions of smartphones have evolved to overlap some functions of tablets, meeting tablet demands.
• There are stable demands for LiBs for electric tools.
• Since wearable devices are diverse and each of the shipment volume is small, laminate-type cells are preferred.
• It is unlikely that high-capacity LiBs will be preferred, although it is up to growth of the application market.
• Battery banks and electric bikes have drawn attention, as they can be new locations for installing cylindrical cells.

2. Trends of Small Consumer-Use LiB Market by Cell Type

• Laminate-type cells are on the rise, while cylindrical, prismatic and pouch cells are in the tendency of declining.

3. Transition of Small Consumer-Use LiB Market Share by Manufacturer

• Samsung SDI maintains its top position.
• Manufacturers that mainly produce laminate-type cells are expanding their market share.

II   Current Status and Future Outlook of LiB Market for Vehicles (HEV/PHEV/EV)

1. Trends in LiB Market for Vehicles (HEV/PHEV/EV)

• The prospective LiB market for vehicles in 2014 attained 354.090 Billion Yen, or 5,502MWh in capacity.

2. Trends in LiB Market for Vehicles (HEV/PHEV/EV) by Cell Type

• Battery types depend on specific design of car makers, required performance of the battery, and vehicle type.

3. Transition of Market Share of LiB for Vehicles (HEV/PHEV/EV)  by Manufacturer

• Currently, Panasonic, AESC, and LG Chem are the top 3 manufacturers
• Samsung SDI and LEJ are expected to increase their market share by 2014

III   Current Status and Future Outlook of Lithium-ion-Battery Cathode Materials Market

1. Trends in Lithium-ion-Battery Cathode Materials Market

While accepting changes in the application market, the LiB cathode materials market continues to be on the rise toward 2016.

1. Trends in Entire Lithium-ion-Battery Cathode Materials Market

The market in 2014 attained 117.7% of the size of the previous year, based on the volume. LCO (lithium cobalt oxide) kept the largest share in the component ratio.

2. Trends of Lithium-ion-Battery Cathode Materials Market by Cell Size (small consumer type and mid-to-large type)
3. Transition of Production Capacity of Leading LiB Cathode Materials Manufacturers
4. Transition of LiB Cathode Materials Market Share by Manufacturer

Existence of Chinese manufacturers has become larger. LiB cathodes Materials made by upper-ranking manufacturers continue to be those for cells used in automobiles.

5. Transition of LiB Cathode Materials Market Share by Country

2. LCO (Lithium Cobalt Oxide) Market

1. Trends in Entire LCO Market
2. Trends of LCO Market by Cell Size (small consumer type and mid-to-large type)

Trends of LCO shipment and development

3. Transition of LCO Market Share by Manufacturer

Existence of Chinese manufacturers has become larger.

4. Transition of Production Capacity of Leading LCO Manufacturers

Chinese LCO manufacturers have augmented to achieve larger capacity

3. NCM (Nickel Cobalt Manganese) Market

1. Trends in Entire NCM Market
2. Trends of NCM Shipment by Cell Size (small consumer type and mid-to-large type)
3. Transition of NCM Market Share by Manufacturer

Level of focus to NCM differs by manufacturers

4. Transition of Production Capacity of Leading NCM Manufacturers

Chinese NCM manufacturers have augmented to achieve larger capacity

5. Trends of NCM Development

4. LMO (Lithium Manganese Oxide) Market

The market shows steady growth due to those for xEVs

1. Trends in Entire LMO Market
2. Trends of LMO Shipment by Cell Size (small consumer type and mid-to-large type)
3. Transition of LMO Market Share by Manufacturer
4. Transition of Production Capacity of Leading LMO Manufacturers
5. Trends of LMO Development

5. NCA (Nickel Cobalt Aluminum Oxide) Market

1. Trends in Entire NCA Market
2. Trends of NCA Shipment by Cell Size (small consumer type and mid-to-large type)
3. Transition of NCA Market Share by Manufacturer

Sumitomo Metal Mining has been dominating the market

4. Transition of Production Capacity of Leading NCA Manufacturers

6. LFP (Lithium Iron Phosphate) Market

1. Trends in Entire LFP Market
2. Trends of LFP Shipment by Cell Size (small consumer type and mid-to-large type)
3. Transition of LFP Market Share by Manufacturer
4. Transition of Production Capacity of Leading LFP Manufacturers

IV   Trends and Strategies of LiB Cathode Materials Manufacturers