2023～2024 Current Status and Future Prospects of LiB Material Market～Major Four Materials～(영문판)

본 리포트는 2024년 3월에 발간한 「2023-2024년판 리튬이온전지 부재 시장의 현황과 장래 전망 ~주요 4부재편~」의 영문판 리포트입니다

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◆조사개요

ㆍPurpose：To thoroughly investigate the current status and future business plans of major 37 companies in the lithium-ion batteries (LiB) separator market in Japan, Korea, China, Taiwan, and to know the current status and future prospects of the global LiB separator market through related researches.

ㆍTarget：Material manufacturers (Chinese: 13, Japanese: 13, Korean: 9, Taiwan: 2)

ㆍMethod of research：Bibliographic survey and interviews conducted by our expert researchers

ㆍPeriod：Dec. 8, 2023 - Mar. 8, 2024

ㆍOthers：

① The numerical data and the data related to supply in this report are created by adding a certain estimate to the research results during the above period.

② The laminate shape of the cell includes pouch type and polymer type.

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◆자료 포인트

NEW: 시장예측에 2030년 예측 새롭게 추가

Market Research Outline

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LiB major four materials market

​

Chapter1　Current Status and Future Prospects of LiB major four materials market

​

1-1　Overall main four materials market trend

　　1-1-1　Overall main four materials market trend

　　　　Table　Changes in global market size of LiB Main 4 Components

　　　　(Volume: 2019~2025, 2030)

　　　　Table　Changes in global market size of LiB Main 4 Components

　　　　(Value: 2019~2025, 2030)

　　1-1-2　Transition of the Shares of Main Four Materials by Country

　　　　Table　Global market share of LiB Main 4 Components by country

　　　　(Volume 2021~2023)

　　　　Table　<Reference materials>

　　　　Supply Chain List of China xEV Cell Manufacturers / Main 4

　　　　Components Manufacturers in 2021 ①～③

　　1-1-3　Comparison of production capacity and actual demand in Main

　　　　four materials market

　　　　Table　Comparison of production capacity and actual demand for

　　　　LiB Main 4 Components(2022,2023prospect)

​

Cathode market

​

Chapter 1　Cathode Material Market trends

​

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：2019-2025, 2030)

　　　　Table　Global Market Size of LiB Cathode Materials by Material Type

　　　　(Value：2019-2025, 2030)

　　　　Table　Reference：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 /medium-to-large:automotive ESS)

　　　　(Volume：2019~2025, 2030)

　　　　Table　Global Market Size of LiB Cathode Materials by Cell Size

　　　　(small /medium-to-large::automotive ESS)

　　　　(Value：2019~2025, 2030)

　　1-1-3　Production capacity transition by major cathode manufacturers

　　　　Table　Transition of production bases and annual production

　　　　capacity of major cathode material manufacturers -①～⑥

　　1-1-4　Cathode market share by manufacturers

　　　　Table　Cathode material market share by manufacture (Volume：2019-2023p)

　　　　Table　Cathode material market share by manufacture (Value：2019-2023p)

　　　　1-1-5　Cathode market share by countries

　　　　Table　LiB Cathode Material Market Share by Country(Volume：2019－2023p)

　　　　Table　LiB Cathode Material Market Share by Country(Value：2019－2023p)

1-2　LFP Market

　　1-2-1　Overveiw of the LFP market Trend

　　　　Table　Global Market Size of LFP(Volume/Value：2019-2025, 2030 Forecast)

　　1-2-2　LFP Market / Development trend by Cell size

　　　　(consumer small cells/Mid-to-Large cells)

　　　　Table　Global Market Size of LFP by Cell Size

　　　　(small / mid- to- large :Automotives/ESS)(Volume：2019～2023p)

　　1-2-3　Transion of the Shares of LFP manufacturers

　　(volume,2021-2023prospect)

　　　　Table　Cathode Material for LiB LFP, Global Market Size

　　　　Market Share by Manufacturer(Volume：2021～2023p)

　　1-2-4　Transition of Production capacity of major LFP manufacturers

　　　　Table　Transition of production Base and annual Production

　　　　capacity of Major LFP Manufacturers

1-3　NCM Market

　　1-3-1　Overview of the NCM market Trend

　　　　Table Global Market Size of NCM

　　　　(Volume/Value：2019-2025, 2030 Forecast)

　　1-3-2　NCM Market trend by Cell size

　　　　(consumer small cells/mid-to-large cells)

　　　　Table　Global Market Size of NCM by Cell Size

　　　　(small /mid-to-large :Automotive/ESS(Volume：2019～2023p)

　　1-3-3　Transition of the Shares of NCM manufacturers

　　　　Table　Cathode Material for LiB NCM Global Market Size

　　　　Market Share by Manufacturer(Volume：2019-2023p)

　　　　Table　Cathode Material for LiB NCM Global Market Size

　　　　Market Share by Manufacturer(Value：2019-2023p)

　　1-3-4　Trasition of Production capacity of major NCM manufacturers

　　　　Table　Transition of production bases and production capacity of

　　　　Major NCM Manufacturers①～③

　　1-3-5　NCM Market/Development trend by Composition ratio

　　　　Table [NCM composition ratio in the market in 2022]

　　　　Table [NCM composition ratio in the market in 2023]

1-4　NCA Market

　　1-4-1　Overview of the NCA market Trend

　　　　Table　Global Market Size of NCA

　　　　(Volume/Value：2019-2025, 2030 Forecast)

　　1-4-2　NCA Market trend by Cell size

　　　　(consumer small cells/mid-to-large cells)

　　　　Table　Global Market Size of NCA by Cell Size

　　　　(small /mid-to-large :automotive/ESS)(Volume：2019～2023p)

　　1-4-3　Transition of the Shares of NCA manufacturers

　　　　Table　Cathode Material for LiB NCA Global Market Size

　　　　Market Share by Manufacturer(Volume：2019-2023p)

　　　　Table　Cathode Material for LiB NCA Global Market Size

　　　　Market Share by Manufacturer(Value：2019-2023p)

　　1-4-4　Transition of Production capacity of major NCA manufacturers

　　　　Table　Transition of production Base and Production capacity of

　　　　Major NCA Manufacturers

1-5　LMO market

　　1-5-1　Overveiw of the LMO market Trend

　　　　Table　Global Market Size of LMO(Volume/Value：2019-2025, 2030 Forecast)

　　1-5-2　LMO Market /Development trend by Cell size

　　(consumer small cells/Mid-to-Large cells)

　　　　Table　Global Market Size of LMO by Cell Size

　　　　(small /Mid-to-Large automotive/ESS)(Volume：2019～2023p)

　　1-5-3　Major LMO manufacturer trend

　　1-5-4　Transition of Production capacity of major LMO manufacturers

　　　　Table　Transition of production Base and Production capacity of

　　　　Major LMO Manufacturers

1-6　LCO Market

　　1-6-1　Overview of the LCO market Trend

　　　　Table　Global Market Size of LCO

　　　　(Volume/Value：2019-2025, 2030 Forecast)

　　1-6-2　LCO Market / Development trend by Cell size

　　　　(consumrer small cells/Mid-to-Large cells)

　　　　Table　Global Market Size of LCO by Cell Size

　　　　(small /medium-to-large:automotive/ESS)(Volume：2019～2023p)

　　1-6-3　Transition of the Shares of LCO manufacturers

　　　　Table　Cathode Material for LiB LCO Global Market Size

　　　　Market Share by Manufacturer(Volume：2019-2023p)

　　　　Table　Cathode Material for LiB LCO Global Market Size

　　　　Maker Share by Manufacturer(Value：2019－2023p)

　　1-6-4　Transition of Production capacity of major LCO manufacturers

　　　　Table　Transition of production Base and annual Production

　　　　capacity of Major LCO Manufacturers①～②

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Chapter2　Trends and Strategies of Cathode Material Manufacturers

​

2-1　Ningbo Ronbay Lithium Battery Material

　　(1)Shipping trend

　　　　Table　Ningbo Ronbay Lithium Battery Material Shipment Volume of

　　　　Cathode Materials

　　　　Table　SNingbo Ronbay Lithium Battery Material Shipment Value of

　　　　Cathode Materials

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　cathodes and precursors of Ninbo Ronbay(including affiriated companies)

2-2　Ecopro BM

　　(1)Shipping trend

　　　　Table　Ecopro Shipment Volume of Cathode Materials

　　　　Table　Ecopro Shipment Value of Cathode Materials

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　cathode materials of EcoPro BM

　　(3)R&D/Products trends

2-3　Xiamen Tungsten

　　(1)Shipping trend

　　　　Table　XTC New Energy Materials Shipment Volume of Cathode Materials

　　　　Table　XTC New Energy Materials Shipment Value of Cathode Materials

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　cathode materials of XTC New Energy Materials

　　(3)R&D/Products trends

　　　　Table　Xiamen Tungsten - Development roadmap for high-nickel

　　　　cathode materials

2-4　L&F

　　(1)Shipping trend

　　　　Table　L&F Shipment Volume of Cathode Materials

　　　　Table　L&F Shipment Value of Cathode Materials

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　cathode materials of L&F

　　(3)R&D/Products trends

　　　　Table　L&F mass production and development roadmap for

　　　　cathode materials

2-5　Beijing Easpring Material Technology

　　(1)Shipping trend

　　　　Table　Beijing Easpring Material Technology Shipment Volume of

　　　　Cathode Materials

　　　　Table　Beijing Easpring Material Technology Shipment Value of

　　　　Cathode Materials

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　cathode materials of Easpring

　　　　Table　Transition of production bases and production capacity of

　　　　Precursor of Easpring

　　(3)R&D/Products trends

2-6　Sumitomo Metal Mining

　　(1)Shipping trend

　　　　Table　Sumitomo Metal Mining Shipment Volume of Cathode Materials

　　　　Table　Sumitomo Metal Mining Shipment Value of Cathode Materials

　　(2)Production base/Capacity trend

　　　　Table　Sumitomo Metal Mining Production Base・Production

　　　　Capacity of Cathode Materials

2-7　POSCO Future M

　　(1)Shipping trend

　　　　Table　POSCO Future M Shipment Volume of Cathode Materials

　　　　Table　POSCO Future M Shipment Value of Cathode Materials

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　cathode materials of POSCO Future M

　　(3)R&D/Products trends

　　　　Table　Reference specifications of POSCO Future M’s cathode materials

2-8　NICHIA Corporation

　　(1)Shipping trend

　　　　Table　NICHIA Shipment Volume of Cathode Materials

　　　　Table　NICHIA Shipment Value of Cathode Materials

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　cathode materials of Nichia

2-9　ALEEES

　　(1)Shipping trend

　　　　Table　ALEEES Shipment Volume of Cathode Materials

　　　　Table　Target companies for ALEEES’s licensing business

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　cathode materials of ALEEES

　　(3)R&D/Products trends

　　　　Table　ALEEES product line-up

2-10　HCM

　　(1)Shipping trend

　　(2)Production base/Capacity trend

　　　　Table　Trasition of Production Base and Production Capacity of

　　　　Cathode Materials of HCM

　　(3)R&D/Products trends

　　　　Table　HCM LFMP “G4” reference specifications

​

Anode market

​

Chapter1　Anode Material Market trend

​

1-1　Overall Anode Material market

　　1-1-1　Overall trend of Anode market

　　　　Table　Global Market Size of LiB Anode Materials for LiBs by

　　　　Material Type (Volume：2019~2025, 2030)

　　　　Table　Global Market Size of LiB Anode Materials for LiBs by

　　　　Material Type (Value：2019~2025, 2030)

　　　　Table　Price Range of Anode Materials for LiBs

　　　　(small consumer-use/mid-to-large cells)

　　1-1-2　Anode market trend by cell size

　　　　Table　Global Market Size of LiB Anode Materials for LiBs by

　　　　Cell Size(small /mid-to-large：Automotive/ESS)

　　　　(Volume：2019-2025, 2030)

　　　　Table　Global Market Size of LiB Anode Materials for LiBs by

　　　　Cell Size(small /mid-to-large：Automotive/ESS)

　　　　(Value：2019-2025, 2030)

　　1-1-3　Product Development Trend of LiB Anode Materials(Si-based)

　　1-1-4　Transition of the Shares of Anode Material Manufacturers

　　　　Table　Market Share of LiB Anode Materials by Manufacturer

　　　　(Volume：2019～2023p)

　　　　Table　Market Share of LiB Anode Materials by Manufacturer

　　　　(Value：2019～2023p)

　　　　Table　Major Manufacturers of Anode Materials

　　1-1-5　Anode market share by countries

　　　　Table　Market Share of Anode Materials by Country

　　　　(Volume：2019～2023p)

　　　　Table　Market Share of Anode Materials by Country

　　　　(Value：2019～2023p)

　　1-1-6　Production capacity transition by major anode manufactures

　　　　Table　Transition of production bases and annual production

　　　　capacity of Major Anode Material Manufacturers①～②

1-2　Graphite-based Anode Material Market

　　1-2-1　Overall Market Trend of graphite-based anode materials

　　　　Table　Global Market Size of Graphite Anode Materials for LiBs

　　　　(Volume：2019~2025, 2030 forecast)

　　　　Table　Global Market Size of Graphite Anode Materials for LiBs

　　　　(Value：2019~2025, 2030 forecast)

　　1-2-2　Graphite-based anode Material Market trend

　　　　by cell size(consumer small cells/mid-to-large cells)

　　　　Table　Global Market Size of Graphite Anode Materials by Cell Size

　　　　(Small format LiB/Mid-to-Large format LiB)

　　　　(Volume：2019～2023p)

　　1-2-3　Transition of the Shares of Graphite-based

　　　　Anode material manufacturers

　　　　Table　Global Market Size of Graphite Anode Materials

　　　　(Natural+Artificial)

　　　　for LiBs and Market Share by manufacturer(Volume:2019～2023p)

　　　　Table　Global Market Size of Graphite Anode Materials

　　　　(Natural+Artificial)

　　　　for LiBs and Market Share by manufacturer(Volume: 2019～2023p)

　　　　Table　Global Market Size of Artifical Graphite Anode Materials

　　　　for LiBs and Market Share by manufacturer(Volume：2019～2023p)

　　　　Table　Global Market Size of Artifical Graphite Anode Materials

　　　　for LiBs and Market Share by manufacturer(Value：2019～2023p)

　　　　Table　Global Market Size of Natural Graphite Anode Materials

　　　　for LiBs and Market Share by manufacturer(Volume：2019～2023p)

　　　　Table　Global Market Size of Natural Graphite Anode Materials

　　　　for LiBs and Market Share by manufacturer(Value：2019～2023p)

　　1-2-4　Transition of Production Capacity of Major Graphite-based Anode

　　　　Material manufacturers

　　　　Table　Transition of production bases and annual production

　　　　capacity of Major graphite-based anode Material Manufacturers①～③

1-3　Carbon/LTO/Si-based Anode Material Market

　　1-3-1　Overall Market Trend of Carbon/LTO/Si-based Anode Materials

　　　　Table　Global Market Size of Carbon-based/LTO/Si-based Anode

　　　　Materials for LiBs (Volume：2019~2025, 2030 forecast)

　　　　Table　Global Market Size of Carbon-based/LTO/Si-based Anode

　　　　Materials for LiBs (Value：2019~2025, 2030 forecast)

　　1-3-2　Trend and Production Capacity of Carbon/LTO/Si-based Anode

　　　　Material manufacturers

　　　　Table　Starus of manufacturers entering the carbon-based

　　　　Anode Material market

　　　　Table　Starus of manufacturers entering the LTO Anode Material market

　　　　Table　Si-based anode material manufacturers

​

Chapter2　Trends and Strategies of Anode Material Manufacturers

​

2-1　BTR New Energy Materials

　　(1)Shipping trend

　　　　Table　BTR Shipment Volume of Anode Materials

　　　　Table　BTR Shipment Value of Anode Materials

　　(2)Production base/Capacity trend

　　　　Table　BTR Transition of production Base and production

　　　　Capacity of Anode Materials of BTR

2-2　Shanghai Shanshan Tech

　　(1)Shipping trend

　　　　Table　Shanghai Shanshan Shipment Volume of Anode Materials

　　　　Table　Shanghai Shanshan Shipment Value of Anode Materials

　　(2)Production base/Capacity trend

　　　　Table　Transition of production Base and production Capacity of

　　　　Anode Materials of ShanShan

　　(3)R&D/Product trends

2-3　Jiangxi Zichen Technology

　　(1)Shipping trend

　　　　Table　Zichen Shipment Volume of Anode Materials

　　　　Table　Zichen Shipment Value of Anode Materials

　　(2)Production base/Capacity trend

　　　　Table　Transition of production Base and production Capacity of

　　　　Anode Materials of Zichen

　　(3)R&D/Product trends

2-4　Resonac

　　(1)Shipping trend

　　　　Table　Resonac Shipment Volume of Anode Materials

　　　　Table　Resonac Shipment Value of Anode Materials

　　(2)Production base/Capacity trend

　　　　Table　Transition of production Base and production Capacity of

　　　　Anode Materials of Resonac

　　(3)R&D/Product trends

　　　　Table　Resonac anode materials line-up

2-5　POSCO Future M

　　(1)Shipping trend

　　　　Table　POSCO Future M Shipment Volume of Anode Materials

　　　　Table　POSCO Future M Shipment Value of Anode Materials

　　(2)Production base/Capacity trend

　　　　Table　Transition of production Base and production Capacity of

　　　　Anode Materials of POSCO Future M

　　(3)R&D/Product trends

　　　　Table　Reference specifications of POSCO Future M’s anode materials

2-6　Mistubishi Chemical

　　(1)Shipping trend

　　　　Table　Mistubishi Chemical Shipment Volume of Anode Materials

　　　　Table　Mistubishi Chemical Shipment Value of Anode Materials

　　(2)Production base/Capacity trend

　　　　Table　Transition of production Base and production Capacity of

　　　　Anode Materials of Mitsubishi Chemical

　　(3)R&D/Product trends

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Electrolytes / Salts market

​

Chapter1　Overall Electrolytes / Salts market trend

​

1-1　Electrolytes / Salts market trend

　　1-1-1　Overall trend of Electrolytes market

　　　　Table　Global Market Size for LiB Electrolytes

　　　　(Volume/Value：2019-2025, 2030)

　　1-1-2　Overall trend of Salts market

　　　　Table　Global Market Size for LiB Salts

　　　　(Volume/Value：2019-2025, 2030)

　　1-1-3　Electrolytes market trend by cell size

　　　　Table　Global Market Size of LiB Electrolytes by cell Size

　　　　(Small / mid-to-Large : Automotive/ESS)(Volume: 2019~2025, 2030)

　　　　Table　Global Market Size of LiB Electrolytes by cell Size

　　　　(Small / mid-to-Large : Automotive/ESS)(Value: 2019~2025, 2030)

　　1-1-4　Electrolyte/Salt Product Trend (Additive Trend)

　　1-1-5　Electrolyte/Salt Price Trend

　　　　Table　Reference Price Range of Electrolyte for Small / Large Format LiB

　　　　Table　Reference Price Range of Salts for LiB

　　　　Table　Major Chinese Additives Manufacturers

　　1-1-6　Transition of the Shares of Electrolyte/Salt Manufacturers

　　　　Table　Global market Share of LiB Electrolyte by Manufacturers

　　　　(Volume : 2019-2023p)

　　　　Table　Global market Share of LiB Electrolyte by Manufacturers

　　　　(Value : 2019-2023p)

　　　　Table　LiB Salt Market Share by Manufacturers

　　　　(Volume : 2019-2023p)

　　　　Table　LiB Salt Market Share by Manufacturers

　　　　(Value : 2019-2023p)

　　　　Table　LiB Salt Manufacturers others breakdown(Volume:2023p)

　　1-1-7　Supply chain of Electrolytes and Salts manufactures

　　　　Table　Reference ：Supply chain list of Electrolyte /

　　　　Salts manufacturers (2023)

　　1-1-8　Supply chain of Electrolytes and cell manufactures

　　　　Table　Reference ：Supply chain list of Consumer small LiB cell ／

　　　　Electrolyte manufacture (2023)

　　　　Table　Reference ：Supply chain list of Mid-to-Large

　　　　(vehicle, ESS) LiB cell ／Electrolyte manufacturer (2023)

　　1-1-9　Transition of the Shares of Electrolytes/Salts by Country

　　　　Table　Global market Share of LiB Electrolyte by Country

　　　　(volume : 2019-2023p)

　　　　Table　Global market Share of LiB Electrolyte by Country

　　　　(value: 2019-2023p)

　　　　Table　Global market Share of LiB Salt market by Country

　　　　(volume : 2019-2023p)

　　　　Table　Global market Share of LiB Salt market by Country

　　　　(value: 2019-2023p)

　　1-1-10　Production capacity transition by major electrolyte manufactures

　　　　Table　List of major Electrolyte manufacturers production bases

　　　　and annual production capacity changes①～②

　　1-1-11　Production capacity transition by major salts manufactures

　　　　Table　List of major LiB Salts manufacturers production bases and

　　　　annual production capacity changes

​

Chapter 2　Trends and Strategies of Electrolyte/Salt manufacturers

​

2-1　Guangzhou Tinci Materials Technology

　　(1)Shipping trend

　　　　Table　Tinci Materials Shipment Volume of LiB Electrolyte

　　　　Table　Tinci Materials Shipment Value of LiB Electrolyte

　　(2)Production base/Capacity trend

　　　　Table　Transition of Production Bases and production Capacity of

　　　　Electrolyte of Guangzhou Tinci

　　　　Table　Transition of Production Bases and production Capacity of

　　　　Salts of Guangzhou Tinci

　　(3)R&D/Products trend

2-2　Shenzhen Capchem Technology

　　(1)Shipping trend

　　　　Table　Capchem Shipment Volume of LiB Electrolyte

　　　　Table　Capchem Shipment Value of LiB Electrolyte

　　(2)Production site/Capacity trend

　　　　Table　Transition of Production Bases and production Capacity of

　　　　Electrolyte of Capchem

　　(3)R&D/Products trend

2-3　Zhangjiagang Guotai Huarong Chemical New Material

　　(1)Shipping trend

　　　　Table　Zhangjiagang Guotai Shipment Volume of LiB Electrolyte

　　　　Table　Zhangjiagang Guotai Shipment Value of LiB Electrolyte

　　(2)Production site/Capacity trend

　　　　Table　Transition of Production Bases and production Capacity of

　　　　Electrolyte of Zhangjiagang Guotai

　　(3)R&D/Products trend

2-4　MU Ionic Solutions corporation

　　(1)Shipping trend

　　　　Table　MUIS Shipment Volume of LiB Electrolyte

　　　　Table　MUIS Shipment Value of LiB Electrolyte

　　(2)Production base/Capacity tred

　　　　Table　Transition of Production Bases and production Capacity of

　　　　Electrolyte of MUIS

　　　　Table　Transition of Production Bases and production Capacity of

　　　　Electrolyte of MCC

　　(3)R&D/Products trend

2-5　ENCHEM

　　(1)Shipping trend

　　　　Table　ENCHEM Shipment Volume of LiB Electrolyte

　　　　Table　ENCHEM Shipment Value of LiB Electrolyte

　　(2)Production base/Capacity trend

　　　　Table　Transition of Production Bases and production Capacity of

　　　　Electrolyte of Enchem①-②

　　(3)R&D/Products trend

2-6　Central Glass

　　(1)Shipping trend

　　　　Table　Central Glass Shipment Volume of LiB Electrolyte

　　　　Table　Central Glass Shipment Value of LiB Electrolyte

　　(2)Production site/Capacity trend

　　　　Table　Transition of Production Bases and production Capacity of

　　　　Electrolyte of Central Glass

2-7　Soulbrain

　　(1)Shipping trend

　　　　Table　Soulbrain Shipment Volume of LiB Electrolyte

　　　　Table　Soulbrain Shipment Value of LiB Electrolyte

　　(2)Production base/Capacity trend

　　　　Table　Transition of Production Bases and production Capacity of

　　　　Electrolyte of Soulbrain

　　(3)R&D/Products trend

　　　　Table　Soulbrain electrolytes produt line-up

2-8　Dongwha Electrolyte

　　(1)Shipping trend

　　　　Table　Dongwha Electrolyte Shipment Volume of LiB Electrolyte

　　　　Table　Dongwha Electrolyte Shipment Value of LiB Electrolyte

　　(2)Production base/Capacity trend

　　　　Table　Transition of Production Bases and production Capacity of

　　　　Electrolyte of Dongwha Electrolyte

　　(3)R&D/Products trends

　　　　Table　Development status of additives at Dongwha Electrolyte

2-9　Do-Fluoride Chemicals

　　(1)Shipping trend

　　　　Table　DFD Shipment Volume of LiB Salts

　　　　Table　DFD Shipment Value of LiB Salts

　　　　Table　DFD’s group companies

　　(2)Production base/Capacity trend

　　　　Table　Transition of Production Bases and production Capacity of

　　　　Electrolyte of DFD

　　(3)R&D/Products trends

2-10　Morita New Energy Materials

　　(1)Shipping trend

　　　　Table　Morita New Energy Materials Shipment Volume of LiB Salts

　　　　Table　Morita New Energy Materials Shipment Value of LiB Salts

　　(2)Production base/Capacity

　　　　Table　Morita New Energy Materials Production Bases and Changes

　　　　in Production Capacity for LiB Salts

2-11　Kanto Denka Kogyo

　　(1)Shipping trend

　　　　Table　Kanto Denka Kogyo Shipment Volume of LiB Salts

　　　　Table　Kanto Denka Kogyo Shipment Value of LiB Salts

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　salts of Kanto Denka Kogyo

2-12　Foosung

　　(1)Shipping trend

　　　　Table　Foosung Shipment Volume of LiB Salts

　　　　Table　Foosung Shipment Value of LiB Salts

　　(2)Production site/Capacity trend

　　　　Table　Transition of Production Bases and production Capacity of

　　　　salts of Foosung

　　(3)R&D/Products trend

　　　　Table　Transition of production bases and production capacity of

　　　　additives of Foosung

2-13　STELLA CHEMIFA / Quzhou BDX New Chemical Materials

　　(1)Shipping trend

　　　　Table　STELLA CHEMIFA / Quzhou BDX New Chemical Materials Shipment

　　　　Volume of LiB Salts

　　　　Table　STELLA CHEMIFA / Quzhou BDX New Chemical Materials

　　　　Shipment Value of LiB Salts

　　(2)Production base/Capacity

　　　　Table　Transition of production bases and production capacity of

　　　　salts of Stella Chemifa / Quzhou BDX New Chemical Materials

　　(3)R&D/Products trends

　　　　Table　Stellar Chemifa - Initiatives to next-generation

　　　　energy device materials

​

Separator market

​

Chapter1　Overall Separator market trend

​

1-1-1　Overall trend of Separator market

　　Table　Global LiB Separator Market Size (2019～2025, 2030 forecast)

1-1-2　Separator market trend by cell size(consumer small cells/mid-to-large cells)

　　Table　Global Market Size of LiB Separator by Cell Size

　　(small / mid-to-large: Automotive, ESS)(Voluem: 2019～2025, 2030)

　　Table　Global Market Size of LiB Separator by Cell Size

　　(small / mid-to-large: Automotive, ESS)(Value: 2019～2025, 2030)

1-1-3　LiB Separator Product trend

　　Table　About“Wet”and“Dry”separators for LiB

　　Table　The demand trends for Separator by sector (2023)

1-1-4　LiB Separator Product trend(coated separators)

　　Table　Reference: List of coated separator compositions for consumer

　　small cells / mid-to-large cells

　　Table　Reference:List of Product Lineups of Major Separator Manufacturers

　　in the world (2023)

1-1-5　Transition of LiB Separator Market scale by type (consumer small/

　　mid-to-large cells,coated/coating-less)

　　Table　LiB Separator coating ratio by small/mid-to-large(Vehicle/ESS)

　　Global market size transition

　　(Volume：2019~2025, 2030 forecast)

1-1-6　Price trend of Separator

　　Table　Reference Price Range of Separators for Small and Large-sized

　　LiBs(2019～2023)

1-1-7　Transition of the shares of Separator manufacturers

　　Table　LiB separator market share by manufacturer(Volume2019～2023p)

　　Table　LiB separator market share by manufacturer(Value 2019～2023p)

　　Table　Reference:Small LiB cell manufacturer/Separator Manufacturer

　　supply chain list (2023)

　　Table　Reference:medium and large LiB cell manufacturer/Separator

　　Manufacturer supply chain list (2023)

1-1-8 Separator market share by countries

　　Table　LiB separator market share by country (Volume:2019～2023p)

　　Table　LiB separator market share by country (Value:2019～2023p)

1-1-9 Transition of Production capacity of major separator manufacturers

　　Table　Transition of production bases and annual production capacity of

　　major separator manufacturers①, ②

​

Chapter 2　Trends and Strategies of Separator manufacturers

​

2-1　Shanghai Energy New Materials Technology

　　(1)Shipping trend

　　　　Table　Shanghai Energy New Materials Technology Shipment Volume of Separator

　　　　Table　Shanghai Energy New Materials Technology Shipment Value of Separator

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　separators of Shanghai Energy

　　　　Table Transition of production bases and production capacity of

　　　　separators of Shanghai Energy group companies

　　(3)R&D/Products trends

　　　　Table　Shanghai Energy lineup of wet separators

2-2　Shenzhen Senior Technology Material

　　(1)Shipping trend

　　　　Table　Senior Technology Material Shipment Volume of Separator

　　　　Table　Senior Technology Material Shipment Value of Separator

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　separators of Senior

　　　　Table　Transition of production bases and production capacity of

　　　　coated separators of Senior

　　(3)R&D/Products trends

2-3　Asahi Kasei

　　(1)Shipping trend

　　　　Table　Asahi Kasei HiporeTM Shipment Volume/Value of Separator

　　　　Table　Polypore Celgard® Shipment Volume/Value of Separator

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　separators of Asahi Kasei "HiporeＴＭ" and Polypore "Celgard®"

2-4　SK ie Technology

　　(1)Shipping trend

　　　　Table　SKIeT Shipment Volume of Separator

　　　　Table　SKIeT Shipment Value of Separator

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　separators of SKIET

　　(3)R&D/Products trends

　　　　Table　SKIET lineup of Separators

2-5　W-SCOPE

　　(1)Shipping trend

　　　　Table　W-SCOPE Shipment Volume of Separator

　　　　Table　W-SCOPE Shipment Value of Separator

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　separators of W-SCOPE

　　(3)R&D/Products trends

　　　　Table　W-SCOPE Separator puroduct Lineup

2-6　Toray

　　(1)Shipping trend

　　　　Table　Toray Shipment Volume of Separator

　　　　Table　Toray Shipment Value of Separator

　　(2)Production base/Capacity trend

　　　　Table　Transition of production bases and production capacity of

　　　　separators of Toray

　　(3)R&D/Products trends

　　　　Table　Toray’s SETELA product lineup (including developed products)

2-7　Sumitomo Chemical

　　(1)Shipping trend

　　　　Table　Sumitomo Chemical Shipment Volume of Separator

　　　　Table　Sumitomo Chemical Shipment Value of Separator

　　(2)Production site/Capacity treds

　　　　Table　Transition of production bases and production capacity of

　　　　separators of Sumitomo Chemical

　　(3)R&D/Products treds

2-8　Ube Maxell

　　(1)Shipping trend

　　　　Table　Ube Maxell Shipment Volume of Separator

　　　　Table　Ube Maxell Shipment Value of Separator

　　(2)Production base/Capacity

　　　　Table　Transition of production bases and production capacity of

　　　　separators of Ube Maxell

　　(3)R&D/Products trends

　　　　Table　Ube Maxell Separator Product lineup

​

Appendix　LiB market trends

​

①LiBs for the Mobile/IT Market

　　Table　Trends and Forecast of LiBs for Mobile/IT,etc

　　(Capacity :CY2019～CY2025,CY2030)

　　Table　Trends and Forecast of LiBs for Mobile/IT,etc by battery type

　　(Capacity :CY2019～CY2025,CY2030)

　　(Cylindrical,Prismatic,Laminated/Pouch)

②LiBs for the xEV Market

　　Table　Trends and Forecast of Global LiB Market by xEV Type

　　(Capacity: 2019~2025, 2030)

　　Table　Trends and Forecasts of LiB for xEV by battery type

　　(Cylindrical,Prismatic,Laminated/Pouch)

　　(Capacity:2019~2025, 2030)