Lithium-ion Battery Components: Cathode Materials

Cathode Materials Manufacturers

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

1. Trends in Consumer-Use LiB Market by Application

• Small consumer-use LiB market in 2016 rose to 105.6% of the size of the previous year, based on the capacity.
• Electric tools have shown larger existence, being in place of stagnant IT devices.
• Those for Note PCs and feature phones have continued going below the previous-year results.
• Though the momentum has temporarily quietened down, cells for smartphones continue intending to be high-capacity.
• Those for electric tools have begun intending to be high-capacity.
• Those for drones may form a promising market required to come up with highly added values.

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

• Laminated cells have established a certain position. Cylinder types are likely to be on the rise again.

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

• ATL and Coslight have rapidly growing with increasing shipment of laminated cells.
• SDI, Panasonic, and LGC have respectively trying to survive by maintaining their existing domain.

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

1. Trends of LiB Market for Vehicles

• LiB Market for Vehicles continue being on the rise due to expansion of xEV market
• The market size in 2017 is likely to exceed that of previous year.

2. Trends of LiB Market for Vehicles by Cell Type

• Attentions have been attracted to cylinder types in 2017.

3. Trends of Global LiB Market for Vehicles Share by Manufacturer

• The era of survival of the fittest has started in In 2017.
• Strict cost issues are required to be responded.

III   Current Status and Future Outlook on Cathode Materials Market

1. Current Status and Future Outlook of Entire Cathode Materials Market

• Fully influenced by expanded demand of cells for vehicles

2. NCM Market

• The market continues expanding after the market driver has shifted to those cells for vehicles

3. LCO Market

• While a certain demand has been secured, the market has entered stagnant phase

4. NCA Market

• The market has continued expanding together with the second phase of Tesla EV

5. LMO Market

• The market still has the stagnant air

6. LFP Market

• The market has grown together with the demand of new and old cells in the Chinese market

IV   Trends and Strategies of Cathode Materials Manufacturers

20 enterprises