Anode Material for Li-ion Secondary Battery - Technology Trend and Market Forecast (2013 ver.)
In 2012, the anode material market hit KRW 560 billion. Based on shipments, total 46,182 tons were shipped across the world. Along with the growth of the LiB market, the CAGR of the anode material market is expected to be 20.4% for artificial graphite (AG) and 16.9% for natural graphite (NG) between 2011 and 2016. The anode material market is expected to be reach about KRW 900 billion in 2016.
This figure indicates that the demand for anode materials is increasing with an increase in the capacity of cylindrical, prismatic, and polymer (pouch-type) batteries despite the slower-than-expected growth of the xEV/ESS market.
It is forecasted that the growth of the LiB market will have been driven by IT applications by 2016, accounting 66.1% of the entire LiB market. As there is a growing demand for smartphone batteries whose capacity is more than 3,000mAh and many tablets and ultra PCs are adopting high capacity lithium polymer batteries of more than 4,000mA, the demand for anode materials is considerably increasing too.
1.1 LIB Market Size 900B won in 2016
2 GLOBAL LIB INDUSTRY TREND [2011~2016F]_ ANODE MATERIAL PERSPECTIVE
2.1 Global LIB Manufacturing and Material Competitiveness Analysis
2.2 Global LIB Anode Material Industry Trend
2.3 Global LIB Demand Forecast [2011~2016F]
2.3.1 Global LIB Demand Forecast [2011~2016F]_ Sales Basis
2.3.2 Global LIB Demand Forecast [2011~2016F]_ Capacity Basis
2.4 Global IT LIB Demand Forecast [2011~2016F]
2.4.1 Global IT LIB Demand Forecast [2011~2016F]
2.4.2 Cylindrical 18650 Price Trend
3 GLOBAL ANODE MATERIAL DEMAND FORECAST
3.1 Global Anode Material Demand Forecast [2011~2016F]
3.1.1 Global Anode Material Demand Forecast_ Weight Basis
3.1.2 Global Anode Material Demand Forecast_ Price Basis
3.1.3 Global Anode Material Supply Status by Battery Type
3.1.4 Next Generation Anode Material Development Status
3.1.4.1 Global Si Anode Development Status_ Patent Analysis
3.1.4.2 Global LTO Anode Development Status_Patent Analysis
3.2 Type of Anode Material Usage by Country
3.2.1 Korea&China&Japan Anode Usage by Material Type
3.3 LIB Anode Material Usage by Company
3.3.1 LIB Anode Material Usage by Company
3.3.1.1 Samsung SDI Anode Material Usage
3.3.1.2 Panasonic Anode Material Usage
3.3.1.3 LG Chemical Anode Material Usage
3.3.1.4 Sony Anode Material Usage
3.3.1.5 Hitachi Maxell Anode Material Usage
3.3.1.6 ATL Anode Material Usage
3.3.1.7 BYD Anode Material Usage
3.3.1.8 BAK Anode Material Usage
3.3.1.9 Lishen Anode Material Usage
3.3.1.10 Coslight Anode Material Usage
3.4 Anode Material Supply by Manufacturing Company
3.4.1 Hitachi Chemical
3.4.1.1 General Company Information
3.4.1.2 Anode Shipment Status by Material Type
3.4.1.3 Anode Supply Status by Customer
3.4.2 Mitsubishi Chemical
3.4.2.1 General Company Information
3.4.2.2 Anode Shipment Status by Material Type
3.4.2.3 Anode Material Supply Status by Customer
3.4.3 Nippon Carbon
3.4.3.1 General Company Information
3.4.3.2 Anode Shipment Status by Material Type
3.4.3.3 Anode Supply Status by Customer
3.4.4 BTR
3.4.4.1 General Company Information
3.4.4.2 Anode Shipment Status by Material Type
3.4.4.3 Anode Supply Status by Customer
3.4.5 Shanghai Shanshan
3.4.5.1 General Company Information
3.4.5.2 Anode Shipment Status by Material Type
3.4.5.3 Anode Supply Status by Customer
3.4.6 Changsha Xingcheng
3.4.6.1 General Company Information
3.4.7 Morgan AM&T
3.4.7.1 General Company Information
3.4.7.2 Anode Shipment Status by Material Type
3.4.7.3 Anode Supply Status by Customer
3.4.8 JFE Chemical
3.4.8.1 Anode Shipment Status by Material Type
3.4.8.2 Anode Supply Status by Customer
3.4.9 CSCC [China Steel Chemical Corporation]
3.4.9.1 General Company Information
3.4.10 GS Energy
3.4.10.1 General Company Information
3.4.11 POSCO CHEMTECH
3.4.11.1 General Company Information
3.4.12 Aekuyng Petrochemical
3.4.12.1 General Company Information
4 CARBON-BASED ANODE RAW MATERIAL SUPPLY AND MANUFACTURING PROCESS
4.1 Classification of Carbon-based Anode Material
4.1.1 Artificial Graphite
4.1.1.1 MCMB
4.1.1.2 MCF
4.1.1.3 MAG (Massive Artificial Graphite): Manufactured by Japan Hitachi Chemical Co.
4.1.2 Natural Graphite
4.2 Natural Graphite Anode Material Supply Status
4.2.1 Natural Graphite Raw Material Supply Status
4.2.2 Natural Graphite Raw Material Price Status
4.3 Natural Graphite Anode Business Analysis
4.3.1 Natural Graphite Anode Manufacturing Process
4.4 Artificial Graphite Anode Business Status
4.4.1 Artificial Graphite Raw Material Manufacturing Process
4.4.2 Artificial Graphite Heat Treatment Process
4.4.3 Artificial Graphite Heat Treatment Process
4.4.3.1 Induction Heating
4.4.3.2 Thermo-Chemical Purification
4.4.3.3 Halogen Treatment
5 FIGURE
6 TABLE
LIB Market Size 900B won in 2016
The anode material market reached 560 billion won in 2012. By shipment, 43,012 tons of battery have been shipped globally. As the market for Li-ion secondary battery conthously grows, the average annual market growth is expected to be 20.4% for artificial graphite (AG) and 16.9% for natural graphite (NG) from 2011 to 2016. The market size for Li-ion secondary battery is to reach 900 billion wonby 2016.
Despite the slow growth of xEV and ESS market against expectation, the demand for anode material increased as a result of increased capacity of cylindrical, prismatic and oolymer (pouch) batteries which are used in IT products.
The Li-ion secondary battery market will be driven by the IT device market until 2016. The batteries for IT devices are expected to account 66.1% of the total Li-ion secondary battery market. The battery capacity for smartphones have increased above 3,000 mAh in the recent years and tablet and ultra PC are nowusng high-caoacity lithium polymer battery above 4,000mA. As a result, thedemand for anode battery is increasing as well.
Silicon (Si) anode and tin (Sn) anode which are metal composite materials are expected to be used in battery products starting from this year as the batteries for IT decrease in size and increase in capacity. LTO which is currently used by Toshiba as anode material for EV, ESS and E-bike batteries is also expected toreceive attention in the future due to the low temperature characteristic, long cyde life and rapid charging ability.
