Lithium Ion Battery Component (Cathode)

Manufacturers

・We have conducted this research in 2019 and estimated market data at that time.
So, we have not included influence of Chinse market stagnation as to EV in late 2019 and COVID-19 in this original data.
・However, we added the new slides titled "To begin with" in this report.
・By the "To begin with" slides, we would like to share how we see this market right now and some market image afterward.
・So, we would like you to see "To begin with" slides before you read this report.
・We have not updated our market data which was estimated last year, but you can modify downward by around 30% to 50% from the data in this report.

Chapter1　Cathode market trend

1-1　Overall trend of Cathode market
　　1-1-1　Overall trend of Cathode market
　　　　Table　Global Market Size of LiB Cathode Materials by Material Type
　　　　（Volume：2015-2022 Forecast）
　　　　Table　Global Market Size of LiB Cathode Materials by Material Type
　　　　（Value：2015-2022 Forecast）
　　　　Table　Sales Price Range of Cathode Materials
　　1-1-2　Cathode market trend by cell size
　　　　Table　Global Market Size of LiB Cathode Materials by Cell Size
　　　　（small consumer-use/medium-to-large）
　　　　（Volume：2015～2020 forecast）
　　　　Table　Global Market Size of LiB Cathode Materials by Cell Size
　　　　（small consumer-use/medium-to-large）
　　　　（Value：2015～2020 forecast）
　　1-1-3　Production capacity transition by major cathode manufactures
　　　　Table　Production Base/Annual Production Capacity by 
　　　　Major Cathode Material Manufacturer
　　1-1-4　Cathode market share by manufactures
　　　　Table　Global Market Size of LiB Cahtode Materials and Market Share
　　　　 by Maker（Volume：2015-2018）
　　　　Table　Global Market Size of LiB Cahtode Materials and Market Share
　　　　 by Maker（Value：2015-2018）
　　1-1-5　Cathode market share by countries
　　　　Table　Global Market Size of Cathode Materials by Country
　　　　（Volume：2015－2018）
　　　　Table　Global Market Size of Cathode Materials by Country
　　　　（Value：2015－2018）
1-2　NCM Market
　　1-2-1　Overall trend of NCM market
　　　　Global Market Size of NCM（Volume/Value：2015-2022 Forecast）
　　1-2-2　NCM Market trend by cell size
　　　　Table　Global Market Size of NCM by Cell Size
　　　　（small consumer-use/medium-to-large）（Volume：2015～2018）
　　1-2-3　NCM market share by manufactures
　　　　Table　Cathode Material for LiB NCM Global Market Size
　　　　Market Share by Manufacturer（Volume：2015-2018）
　　　　Table　Cathode Material for LiB NCM Global Market Size
　　　　Market Share by Manufacturer（Value：2015-2018）
　　1-2-4　Production capacity transition by major NCM cathode manufactures
　　　　Table　Production Base/Annual Production Capacity by
　　　　Major NCM Manufacturer
　　1-2-5　Market and R&D trend by NCM type
　　　　Table　【NCM composition ratio in the market in 2017 】
　　　　Table　【NCM composition ratio in the market in 2018 】
1-3　NCA Market
　　1-3-1　Overall trend of NCA market
　　　　Table　Global Market Size of NCA（Volume/Value：2015-2022 Forecast）
　　1-3-2　NCA market trend by cell size
　　　　Table　Global Market Size of NCA by Cell Size
　　　　（small consumer-use/medium-to-large）（Volume：2015～2018）
　　1-3-3　NCA market trend by manufactures
　　　　Table　Cathode Material for LiB NCA Global Market Size
　　　　Market Share by Manufacturer（Volume：2015-2018）
　　　　Table　Cathode Material for LiB NCA Global Market Size
　　　　Market Share by Manufacturer（Value：2015-2018）
　　1-3-4　Production capacity transition by major NCA cathode manufactures
　　　　Table　Production Base/Annual Production Capacity by
　　　　Major NCA Manufacturer
1-4　LCO Market
　　1-4-1　Overall trend of LCO market
　　　　Table　Global Market Size of LCO（Volume/Value：2015-2022 Forecast）
　　1-4-2　LCO market trend by cell size, LCO R&D trend
　　　　Table　Global Market Size of LCO by Cell Size
　　　　（small consumer-use/medium-to-large）（Volume：2015～2018）
　　　　Table　High-Voltage LCO Development and Shipment by
　　　　Major LCO Player（first half of 2019）
　　1-4-3　LCO market trend by manufactures
　　　　Table　Cathode Material for LiB LCO Global Market Size
　　　　Market Share by Manufacturer（Volume：2015-2018）
　　　　Table　Cathode Material for LiB LCO Global Market Size
　　　　Maker Share by Manufacturer（Value：2015－2018）
　　1-4-4　Production capacity transition by major LCO manufactures
　　　　Table　Production Base/Annual Production Capacity by
　　　　Major LCO Manufacturer
1-5　LFP Market
　　1-5-1　Overall trend of LFP market
　　　　Table　Global Market Size of LFP
　　　　（Volume/Value：2015-2022 Forecast）
　　1-5-2　LFP market trend by cell size, LFP R&D trend
　　　　Table　Global Market Size of LFP by Cell Size
　　　　（small consumer-use/medium-to-large）（Volume：2015～2018）
　　1-5-3　Major LFP manufactures trend
　　　　1-5-4　Production capacity transition by major LFP manufactures
　　　　Table　Production Base/Annual Production Capacity by
　　　　Major LFP Manufacturer
1-6　LMO market
　　1-6-1　Overall trend of LMO market
　　　　Table　Global Market Size of LMO（Volume/Value：2015-2022 Forecast）
　　1-6-2　LMO market trend by cell size, LMO R&D trend
　　　　Table　Global Market Size of LMO by Cell Size
　　　　（small consumer-use/medium-to-large）（Volume：2015～2018）
　　1-6-3　Major LMO manufactures trend
　　1-6-4　Production capacity transition by major LMO manufactures
　　　　Table　Production Base/Annual Production Capacity by
　　　　Major LMO Manufacturer

Chapter2　Trend and Strategy by Cathode manufactures

2-1　Umicore
　　（1)Shipment
　　　　Table　Umicore Shipment Volume of Cathode Materials
　　　　Table　Umicore Shipment Value of Cathode Materials
　　（2)Production site/Capacity
　　　　Table　Umicore Production Base・Production Capacity of
　　　　Cathode Materials
　　（3)R&D/Products
2-2　Xiamen Tungsten
　　（1)Shipment
　　　　Table　Xiamen Tungsten Shipment Volume of Cathode Materials
　　　　Table　Xiamen Tungsten Shipment Value of Cathode Materials
　　（2)Production site/Capacity
　　　　Table　Xiamen Tungsten Production Base・Production Capacity of
　　　　Cathode Materials
　　（3)R&D/Products
　　　　Table　High-Ni Cathode R&D roadmap by Xiamen Tungsten
2-3　Hunan Shanshan Advanced Materials
　　（1)Shipment
　　　　Table　Hunan Shanshan Shipment Volume of Cathode Materials
　　　　Table　Hunan Shanshan Shipment Value of Cathode Materials
　　（2)Production site/Capacity
　　　　Table　Hunan Shanshan Production Base・Production Capacity of
　　　　Cathode Materials
　　（3)R&D/Products
2-4　Pulead Technology Industry
　　（1)Shipment
　　　　Table　Pulead Shipment Volume of Cathode Materials
　　　　Table　Pulead Shipment Value of Cathode Materials
　　（2)Production site/Capacity
　　　　Table　Pulead Production Base・Production Capacity of
　　　　Cathode Materials
　　（3)R&D/Products
　　　　Table　Pulead Cathode Materials Product Lineup
　　　　（catalogue products） Prototypical Products
2-5　Beijing Easpring Material Technology
　　（1)Shipment
　　　　Table　Easpring Shipment Volume of Cathode Materials
　　　　Table　Easpring Shipment Value of Cathode Materials
　　（2)Production site/Capacity
　　　　Table　Easpring Production Base・Production Capacity of
　　　　Cathode Materials
　　　　Table　Easpring Production Base・Production Capacity of Precursors
　　（3)R&D/Products
2-6　L&F
　　（1)Shipment
　　　　Table　L&F Shipment Volume of Cathode Materials
　　　　Table　L&F Shipment Value of Cathode Materials
　　（2)Production site/Capacity
　　　　Table　L&F Production Base・Production Capacity of Cathode Materials
　　（3)R&D/Products
2-7　Ecopro
　　（1)Shipment
　　　　Table　Ecopro Shipment Volume of Cathode Materials
　　　　Table　Ecopro Shipment Value of Cathode Materials
　　（2)Production site/Capacity
　　　　Table　Ecopro Production Base・Production Capacity of Cathode Materials
　　（3)R&D/Products
　　　　Table　CSG characteristics
2-8　Ningbo Ronbay Lithium Battery Material
　　（1)Shipment
　　　　Table　Ningbo Ronbay Lithium Battery Material Shipment Volume of
　　　　Cathode Materials
　　　　Table　Ningbo Ronbay Lithium Battery Material Shipment Value of
　　　　Cathode Materials
　　（2)Production site/Capacity
　　　　Table　Ningbo Ronbay New Energy Technology
　　　　（including related group companies）
　　　　Production Base and Production Capacity of Cathode Materials and Precursors
2-9　TIANJIN GUOAN MENGGULI NEW MATERIALS SCIENCE & TECHNOLOGY
　　（1)Shipment
　　　　Table　Tianjin Guoan MGL/CITIC Guoan MGL Shipment Volume of
　　　　Cathode Materials
　　　　Table　Tianjin Guoan MGL/CITIC Guoan MGL Shipment Value of
　　　　Cathode Materials
　　（2)Production site/Capacity
　　　　Table　Tianjin Guoan MGL/CITIC Guoan MGL Production Base and
　　　　Production Capacity of Cathode Materials
　　（3)R&D/Products
　　　　Table　R&D roadmap of NCM and High-Ni Cathode
2-10　Hunan Reshine New Material
　　（1)Shipment
　　　　Table　Reshine Shipment Volume of Cathode Materials
　　　　Table　Reshine Shipment Value of Cathode Materials
　　（2)Production site/Capacity
　　　　Table　Reshine Production Base and Production Capacity of
　　　　Cathode Materials
　　　　Table　Reshine Production Base and Production Capacity of Precursors
　　（3)R&D/Products
2-11　Tanaka Chemical
　　（1)Shipment
　　　　Table　Tanaka Chemical Shipment Volume of Precursors
　　　　Table　Tanaka Chemical Shipment Volume of Cathode Materials
　　　　Table　Tanaka Chemical Shipment Value of Cathode Materials
　　（2)Production site/Capacity
　　　　Table　Tanaka Chemical Production Base and Production Capacity of
　　　　Cathode Materials
　　（3)R&D/Products
2-12 Tianjin SKLD Technology
　　（1)Shipment
　　　　Table　SKLD Shipment Volume of Cathode Materials
　　　　Table　SKLD Shipment Value of Cathode Materials
　　（2)Production site/Capacity
　　　　Table　SKLD Production Base and Production Capacity of
　　　　Cathode Materials
　　（3)R&D/Products
　　　　Table　SKLD LFP Brands
2-13　SUMITOMO OSAKA CEMENT
　　（1)Shipment
　　　　Table　Sumitomo Osaka Cement Shipment Volume of LFP
　　（2)Production site/Capacity
　　　　Table　Sumitomo Osaka Cement Production Base and Production
　　　　Capacity of Cathode Materials
　　（3)R&D/Products
2-14　JFE MINERAL
　　（1)Shipment
　　　　Table　JFE Mineral Shipment Volume of Cathode Materials
　　　　Table　JFE Mineral Shipment Value of Cathode Materials
　　（2)Production site/Capacity
　　　　Table　JFE Mineral Production Base and Production Capacity of NCA
　　（3)R&D/Products
　　　　Table　JFE Mineral Catalogue Product Lineup of NCA
2-15　THE HONJO CHEMICAL
　　（1)Shipment
　　（2)Production site/Capacity
　　　　Table　Honjo Chemical Production Base and Production Capacity of
　　　　Cathode Materials

Appendix

LiB market trend
　　①LiB for Mobile/IT Market
　　　　Table　Shipments of small consumer-use LiBs by application
　　　　(CY2015～CY2022, battery capacity)
　　　　Table　Shipments of small consumer-use LiBs by cell type
　　　　(Cylindrical,Prismatic,Laminated/Pouch)
　　　　(CY2015～CY2022, battery capacity)
　　②LiB for xEV Market
　　　　Table　Trends and Forecast of Global LiB Market by xEV Type
　　　　(CY2015～CY2020, CY2025, CY2030)
　　　　Table　Trends and Forecasts of LiB for xEV by battery type
　　　　(Cylindrical,Prismatic,Laminated/Pouch)
　　　　(Capacity:CY2015～CY2020, CY2025, CY2030)
　　③LiB for ESS Market
　　　　Table　Trends and Forecast of Global LiB Market by ESS
　　　　(Capacity:CY2017～CY2025)
　　　　Table　Global LiB Market by ESS Type (Capacity:CY2018)