2024～2025 Current Status and Future Prospects of LiB Material Market ～Major Four Materials～(영문판)

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본 리포트는 2025년 5월 발간한 '2024-2025년판 리튬이온전지 부재 시장의 현황과 장래 전망 ~주요 4부재편~' 영문판 리포트입니다

 

◆자료 포인트

• 양극재, 음극재, 분리막, 전해액·전해질 전 내용 게재

• 【2023~2024년판과의 차이】시장 예측에 2025~2030년의 추이 예측 새롭게 추가

Market research outline

 

Major Four Materials

 

Chapter 1　LiB Major Four Material Market Trend

 

1-1　Overview Major Four Material Market

　　1-1-1　Overview if the Major four Material Market Trend

　　　　Table　Changes in global market size of LiB Major 4 Components

　　　　（Volume: 2020～2030 forecast）

　　　　Table　Changes in global market size of LiB Major 4 Components

　　　　（Value: 2020～2030）

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

　　　　Table　Global market share of LiB Major 4 Components by country

　　　　 (Volume 2022-2024p)

　　1-1-3　Comparison of Production Capacity and

　　　　 Actual Demand of Major　Four Materials

　　　　Table　Comparison of production capacity and

　　　　 actual demand for LiB Major 4 Components(2023,2024p)

 

Cathode Materials

 

Chapter 1　Cathode Material Market Trend

 

1-1　Overview Cathode Material Market

　　1-1-1　Overview of the Cathode Material Market Trend

　　　　Table　Global Market Size of LiB Cathode Materials

　　　　 by Material Type（Volume：2020-2030）

　　　　Table　Global Market Size of LiB Cathode Materials by Material Type

　　　　（Value：2020-2030）

　　　　Table　Global Market Size of Cathode Materials by Cell Size

　　　　（Small /Medium-to-Large:Automotive/ESS）

　　　　（Volume：2020-2030）

　　　　Table　Global Market Size of Cathode Materials by Cell Size

　　　　（Small /Medium-to-Large:Automotive/ESS）

　　　　（Value：2020-2030 ）

　　　　Table　Cathode Materials Reference Price Range　

　　1-1-2　Transition of Production Capacity of Cathode Materials

　　　　Table　Transition of production bases and productio

　　　　n capacity of major cathode material manufacturers-①~⑥

　　1-1-3　Cathode Material Market Share by Manufacturer

　　　　Table　Cathode Material Market Share by Manufacturer

　　　　（Volume：2020-2024p）

　　　　Table　Cathode Material Market Share by <anufacturer

　　　　 （Value：2020-2024p）

　　1-1-4　Cathode Material Market Share by Country

　　　　Table　LiB Cathode Material Market Share by Country

　　　　（Volume：2020－2024p）

　　　　Table　LiB Cathode Material Market Share by Country

　　　　（Value：2020－2024p）

1-2　LFP Market

　　1-2-1　Overveiw of the LFP market Trend

　　　　Table　Global Market Size of LFP

　　　　（Volume/Value：2020-2030 forecast）

　　　　Table　Global Market Size of LFP by Cell Size

　　　　（Small /Medium-to-Large:Automotive/ESS）

　　　　（Volume：2020-2024p）

　　1-2-2　Transion of the Shares of LFP Manufacturers

　　　　Table　Cathode Material for LiB LFP Global Market Size

　　　　 Share by Manufacturer(Volume：2020～2024p）

　　1-2-3　Transition of Production Capacity of Major LFP Manufacturers

　　　　Table　Transition of production bases and 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：2020-2030 forecast）

　　　　Table　Global Market Size of NCM by Cell Size

　　　　(Small /Medium-to-Large :Automotive/ESS（Volume：2020～2024p）

　　1-3-2　Transition of the Shares of NCM Manufacturers

　　　　Table　Cathode Material for LiB NCM Global Market Size

　　　　 Share by Manufacturer（Volume：2020-2024p）

　　　　Table　Cathode Material for LiB NCM Global Market Size

　　　　 Share by Manufacturer（Value：2020-2024p）

　　1-3-3　Trasition of Production Capacity of Major NCM Manufacturers

　　　　Table　Transition of production bases and production

　　　　 capacity of major NCM Manufacturers-①～③

　　1-3-4　Market and Development Trends by NCM Composition Ratio

　　　　Table　NCM Market scale in 2023

　　　　Table　NCM Market scale in 2024

1-4　NCA Market

　　1-4-1　Overview of the NCA Market Trend

　　　　Table　Global Market Size of NCA

　　　　（Volume/Value：2020-2030 forecast）

　　　　Table　Global Market Size of NCA by Cell Size

　　　　（Small /Medium-to-Large :Automotive/ESS）（Volume：2020～2024p）

　　1-4-2　Transition of the Shares of NCA Manufacturers

　　　　Table　Cathode Material for LiB NCA Global Market Size

　　　　 Share by Manufacturer（Volume：2021-2024p）

　　　　Table　Cathode Material for LiB NCA Global Market Size

　　　　 Share by Manufacturer（Value：2021-2024p）

　　1-4-3　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：2020-2030 forecast）

　　　　Table　Global Market Size of LMO by Cell Size

　　　　（Small /Medium-to-Large Automotive/ESS）（Volume：2020-2024p）

　　1-5-2　Transition of the Shares of LMO Manufacturers

　　1-5-3　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：2020-2030 forecast）

　　　　Table　Global Market Size of LCO by Cell Size

　　　　（Small /Medium-to-Large:Automotive/ESS）（Volume：2020～2024p）

　　1-6-2　Transition of the Shares of LCO Manufacturers

　　　　Table　Cathode Material for LiB LCO Global Market Size

　　　　 Share by Manufacturer（Volume：2020-2024p）

　　　　Table　Cathode Material for LiB LCO Global Market Size

　　　　 Share by Manufacturer（Value：2020－2024p）

　　1-6-3　Transition of Production Capacity of Major LCO Manufacturers

　　　　Table　Transition of production bases and Production

　　　　 capacity of major LCO manufacturers-①～②

 

Chapter 2　Trends and Strategies of Cathode　Material Manufacturers

 

2-1　Ningbo Ronbay Lithium Battery Material

　　（1)Shipping trends

　　　　Table　Ningbo Ronbay Lithium Battery Material Shipment

　　　　 Volume of Cathode Materials

　　　　Table　Ningbo Ronbay Lithium Battery Material Shipment

　　　　 Value of Cathode Materials

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production capacity of

　　　　 cathodes and precursors of Ninbo Ronbay(including affiriated companies)

　　（3)R&D/product trends

2-2　Beijing Easpring Material Technology

　　（1)Shipping trends

　　　　Table　Beijing Easpring Material Technology　Shipment

　　　　 Volume of Cathode Materials

　　　　Table　Beijing Easpring Material Technology　Shipment

　　　　 Value of Cathode Materials

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production capacity of

　　　　 cathode materials of Easpring

　　　　Table　Transition of production bases and production capacity of

　　　　 precursors of Easpring

　　（3)R&D/product trends

2-3　Xiamen Tungsten

　　（1)Shipping trends

　　　　Table　XTC　New Energy Materials　Shipment

　　　　 Volume of Cathode Materials

　　　　Table　XTC　New Energy Materials　Shipment Value of Cathode Materials

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production

　　　　 capacity of cathode materials of XTC New Energy Materials

　　（3)R&D/product trends

2-4　L&F

　　（1)Shipping trends

　　　　Table　L&F　Shipment Volume of Cathode Materials

　　　　Table　L&F　Shipment Value of Cathode Materials

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production

　　　　 capacity of cathode materials of L&F

　　（3)R&D/product trends

　　　　Table　L&F Portfolio＆Roadmap

2-5　Ecopro BM

　　（1)Shipping trends

　　　　Table　Ecopro Shipment Volume of Cathode Materials

　　　　Table　Ecopro Shipment Value of Cathode Materials

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production capacity of

　　　　 cathode materials of EcoPro BM

　　　　Table　Transition of production bases and production capacity of

　　　　 precursors of EcoPro BM

　　（3)R&D/product trends

　　　　Table　Ecopro Portfolio Diversification Roadmap①-②

2-6　Sumitomo Metal Mining

　　（1)Shipping trends

　　　　Table　Sumitomo Metal Mining Shipment Volume of Cathode Materials

　　　　Table　Sumitomo Metal Mining　Shipment Value of Cathode Materials

　　（2)Production base/capacity trends

　　　　Table Transition of production bases and production capacity of

　　　　 cathode materials of Sumitomo Metal Mining

2-7　POSCO Future M

　　（1)Shipping trends

　　　　Table　POSCO Future M Shipment Volume of Cathode Materials

　　　　Table　POSCO Future M　Shipment Value of Cathode Materials

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production capacity of

　　　　 cathode materials of POSCO Future M

　　　　Table　Initiatives of POSCO Holdings and POSCO Future M to

　　　　 secure lithium and nickel raw materials

　　（3)R&D/product trends

　　　　Table　Reference specifications of POSCO Future M’s cathode materials

2-8　NICHIA

　　（1)Shipping trends

　　　　Table　NICHIA Shipment Volume of Cathode Materials

　　　　Table　NICHIA Shipment Value of Cathode Materials

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production capacity of

　　　　 cathode materials of Nichia

 

Anode Materials

 

Chapter 1　Anode Material Market Trend

 

1-1　Graphite-based Anode Material Market

　　1-1-1　Overview of the Graphite-based Anode Material Market Trend

　　　　Table　Global Market Size of Graphite Anode Materials for LiBs

　　　　（Volume：2020-2030 forecast)

　　　　Table　Global Market Size of Graphite Anode Materials for LiBs

　　　　（Value：2020-2030 forecast）

　　　　Table　LiB Graphite Anode Materials by Cell Size

　　　　(Consumer Small/Medium/Large:Automotive,ESS) Global Market Size Trend

　　　　（Volume/Value：2020-2030）

　　　　Table LiB Anode Materials(for Consumer Small and Medium-to-Large Cells)

　　　　―Reference Sales Price Range Trends

　　1-1-2　Product Trend of Graphite-based Anode Materials

　　　　Table　Major Natural Graphite Developers(Except China)

　　1-1-3　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: 2020-2024p）

　　　　Table　Global Market Size of Graphite Anode Materials (Natural+Artificial)

　　　　for LiBs and Market Share by Manufacturer（Value: 2020-2024p）

　　　　Table　Global Market Size of Artifical Graphite Anode Materials

　　　　 for LiBs and Market Share by Manufacturer（Volume：2020-2024p）

　　　　Table　Global Market Size of Artifical Graphite Anode Materials

　　　　 for LiBs and Market Share by Manufacturer（Value：2020-2024p）

　　　　Table　Global Market Size of Natural Graphite Anode Materials for

　　　　 LiBs and Market Share by Manufacturer（Volume：2020-2024p）

　　　　Table　Global Market Size of Natural Graphite Anode Materials for

　　　　 LiBs and Market Share by Manufacturer（Value：2020-2024p）

　　1-1-4　Graphite Anode Materials Market Share by County

　　　　Table　Market Share of Anode Materials by countries

　　　　(Volume 2022～2024p)

　　　　Table　Market Share of Anode Materials by countries

　　　　(Value 2022～2024p)

　　1-1-5　Transition of Production Capacity of Graphite-based Anode Materials

　　　　Table　Transition of production bases and production capacity of

　　　　 major Chinese graphite-based anode material manufacturers①～②

　　　　Table　Transition of production bases and production capacity of

　　　　 major Korean and Japanese graphite-based anode material manufacturers

1-2　Other Anode Material Market (Si-based)

　　1-2-1　Other Anode Material Market (Si-based)

　　　　Table　Global Market Size of Si-based Anode Materials for LiBs

　　　　（Volume/Value：2020-2030 forecast）

　　1-2-2　Trends of Other Anode Material Manufacturers

　　　　(Si-based/carbon-based/oxide-based (LTO))

　　　　Table　Market entry status of Si-based anode material manufacturers

　　　　Table　Status of manufacturers entering the carbon-based

　　　　 anode material market

　　　　Table　Status of manufacturers entering the LTO anode material market

 

Chapter 2　Trends and Strategies of Anode Material Manufacturers

 

2-1　BTR New Energy Materials

　　（1)Shipping trends

　　　　Table　BTR　Shipment Volume of Anode Materials

　　　　Table　BTR　Shipment Value of Anode Materials

　　（2)Production base/capacity trends

　　　　Table　BTR　Transition of production Base and production Capacity of

　　　　 Anode Materials of BTR

2-2　Shanghai Shanshan Tech

　　（1)Shipping trends

　　　　Table　Shanghai Shanshan Shipment Volume of Anode Materials

　　　　Table　Shanghai Shanshan Shipment Value of Anode Materials

　　（2)Production base/capacity trends

　　　　Table　Transition of production Base and production Capacity of

　　　　 Anode Materials of ShanShan

2-3　Jiangxi Zichen Technology

　　（1)Shipping trends

　　　　Table　Zichen Shipment Volume of Anode Materials

　　　　Table　Zichen　Shipment Value of Anode Materials

　　（2)Production base/capacity trends

　　　　Table　Transition of production Base and production Capacity of

　　　　 Anode Materials of Zichen

　　（3)R&D/product trends

2-4　Resonac

　　（1)Shipping trends

　　　　Table　Resonac Shipment Volume of Anode Materials

　　　　Table　Resonac Shipment Value of Anode Materials

　　（2)Production base/capacity trends

　　　　Table　Transition of production Base and production Capacity of

　　　　 Anode Materials of Resonac

　　（3)R&D/product trends

　　　　Table　Resonac Lineup of anode materials

　　　　Table　Resonac water-based binder for anode materials,conductivity

　　　　 aid for cathodes/anodes

2-5　POSCO Future M

　　（1)Shipping trends

　　　　Table　POSCO Future M Shipment Volume of Anode Materials

　　　　Table　POSCO Future M Shipment Value of Anode Materials

　　（2)Production base/capacity trends

　　　　Table　Transition of production Base and production Capacity of

　　　　Anode Materials of POSCO Future M

　　　　Table　POSCO Group natural graphite procurement activities

　　　　 outside of China

　　（3)R&D/product trends

　　　　Table　Reference specifications of POSCO Future M’s anode materials

　　　　Table　Technology Development Roadmap to 2035

　　　　Table　POSCO Future M new technologies and products of

　　　　 natural graphite and artificial graphite

　　　　Table　POSCO Group new technologies and products of Si-based

　　　　 anode materials

2-6　Mistubishi Chemical

　　（1)Shipping trends

　　　　Table　Mistubishi Chemical Shipment Volume of Anode Materials

　　　　Table　Mistubishi Chemical Shipment Value of Anode Materials

　　（2)Production base/capacity trends

　　　　Table　Transition of production Base and production Capacity of

　　　　 Anode Materials of Mitsubishi Chemical

　　（3)R&D/product trends

 

Electrolytes / Salts

 

Chapter 1　Electrolyte/Salt Market Trend

 

1-1　Electrolytes / Salts market trend

　　1-1-1　Overview of the Electrolyte Market Trend

　　　　Table　Global Market Size for LiB Electrolytes

　　　　 (Volume/Value：2020-2030 forecast)

　　　　Table　Global Market Size of LiB Electrolytes by cell size

　　　　 (small/mid-to-large :Automotive/ESS)(Volume: 2020-2030)

　　　　Table　Global Market Size of LiB Electrolytes by cell Size

　　　　 (small / mid-to-large :automotive/ESS)(Value: 2020-2030)

　　1-1-2　Overview of the Salt Market Trend

　　　　Table　Global Market Size for LiB Salts

　　　　 (Volume/Value：2020-2030 )

　　1-1-3　Overview of the Electrolyte/Salt Product Trend (Additives)

　　1-1-4　Overview of the Electrolyte/Salt Price Trend

　　　　Table　LiB Electrolyte (for Consumer Small

　　　　 and Automotive Medium-to-Large)-Reference Sales Price Range Trends

　　　　Table　LiB Salt-Reference Sales Price Range Trends

　　　　Table　　Major Chinese Additives Manufacturers

　　1-1-5　Transition of the Shares of Electrolyte/Salt Manufacturers

　　　　Table　Global market Share of LiB Electrolyte by Manufacturer

　　　　(Volume : 2020-2024p)

　　　　Table　Global market Share of LiB Electrolyte by Manufacturer

　　　　(Value : 2020-2024p)

　　　　Table　Global Market Share of LiB Salt by Manufacturer

　　　　(Volume : 2020-2024p)

　　　　Table　Global Market Share of LiB Salt by Manufacturer

　　　　(Value : 2020-2024p)

　　　　Table　LiB salt manufacturers others breakdown(Volume:2024p)

　　1-1-6　Supply Chain (Electrolytes/Salts,

　　　　 Electrolytes/Consumer Small Cells, Electrolytes/xEV batteries)

　　　　Table　Reference:List of electrolyte manufacturers/

　　　　LiB Salt Manufactures supply chain(2024)

　　　　Table　Reference:Consumer Small LiB Cell Manufacturers /

　　　　 Electrolyte Manufacturers Supply Chain List(2024)

　　　　Table　Reference:Medium-and large-sized(automotive,ESS)

　　　　 LiB Cell manufacturers / electrolyte manufacturers supply chain list(2024)

　　1-1-7　Transition of the Shares of Electrolytes/Salts by Country

　　　　Table　LiB Electrolyte Global Market Size Share by Country

　　　　 (Volume: 2020-2024p)

　　　　Table　LiB Electrolyte Global Market Size Share by Country

　　　　 (Value: 2020-2024p)

　　　　Table　LiB Salt Global Market Size Share by Country

　　　　 (Volume: 2020-2024p)

　　　　Table　LiB Salt Global Market Size Share by Country

　　　　 (Volume: 2020-2024p)

　　1-1-8　Transition of Production Capacity of Electrolyte Manufacturers

　　　　Table　Transition of production bases and production capacity of

　　　　 major Chinese electrolyte manufacturers

　　　　Table　Transition of production bases and production capacity of

　　　　 major Japanese electrolyte manufacturers

　　　　Table　Transition of production bases and production capacity of

　　　　 major Korean and other electrolyte manufacturers

　　1-1-9　Transition of Production Capacity of Salt Manufacturers

　　　　Table　Transition of production bases and production capacity of

　　　　 major salt manufacturers

 

Chapter 2　Trends and Strategies of Electrolyte/Salt Manufacturers

 

2-1　Guangzhou Tinci Materials Technology

　　（1)Shipping trends

　　　　Table　Tinci Materials Shipment Volume of LiB Electrolyte

　　　　Table　Tinci Materials Shipment Value of LiB Electrolyte

　　（2)Production base/capacity trends

　　　　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/Product trends

2-2　Shenzhen Capchem Technology

　　（1)Shipping trends

　　　　Table　Capchem Shipment Volume of LiB Electrolyte

　　　　Table　Capchem Shipment Value of LiB Electrolyte

　　（2)Production base/capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Capchem

　　（3)R&D/product trends

2-3　Zhangjiagang Guotai Huarong Chemical New Material

　　（1)Shipping trends

　　　　Table　Zhangjiagang Guotai Shipment Volume of LiB Electrolyte

　　　　Table　Zhangjiagang Guotai Shipment Value of LiB Electrolyte

　　（2)Production base/capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Zhangjiagang Guotai

　　（3)R&D/product trends

2-4　MU Ionic Solutions corporation

　　（1)Shipping trends

　　　　Table　MUIS Shipment Volume of LiB Electrolyte

　　　　Table　MUIS Shipment Value of LiB Electrolyte

　　（2)Production base/capacity trends

　　　　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/product trends

2-5　ENCHEM

　　（1)Shipping trends

　　　　Table　ENCHEM　Shipment Volume of LiB Electrolyte

　　　　Table　ENCHEM　Shipment Value of LiB Electrolyte

　　（2)Production base/capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Enchem

　　　　（3)R&D/product trends

　　　　Table　Enchem Electrolyte Product Lineup

2-6　Central Glass

　　（1)Shipping trends

　　　　Table　Central Glass　Shipment Volume of LiB Electrolyte

　　　　Table　Central Glass　Shipment Value of LiB Electrolyte

　　（2)Production base/capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Central Glass

2-7　Soulbrain

　　（1)Shipping trends

　　　　Table　Soulbrain　Shipment Volume of LiB Electrolyte

　　　　Table　Soulbrain　Shipment Value of LiB Electrolyte

　　（2)Production base/capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Soulbrain

　　（3)R&D/products trends

　　　　Table　Soulbrain　Electrolyte Product Lineup

2-8　Dongwha Electrolyte

　　（1)Shipping trends

　　　　Table　Dongwha Electrolyte　Shipment Volume of LiB Electrolyte

　　　　Table　Dongwha Electrolyte　Shipment Value of LiB Electrolyte

　　（2)Production base/capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 Electrolyte of Dongwha Electrolyte

　　（3)R&D/product trends

　　　　Table　Development status of additives at Dongwha Electrolyte

2-9　Do-Fluoride Chemicals

　　（1)Shipping trends

　　　　Table　DFD　Shipment Volume of LiB Salts

　　　　Table　DFD　Shipment Value of LiB Salts

　　　　Table　DFD’s　group companies

　　（2)Production base/capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 LiB Salts of DFD

　　（3)R&D/product trends

2-10　Morita New Energy Materials

　　（1)Shipping trends

　　　　Table　Morita New Energy Materials　Shipment Volume of LiB Salt

　　　　Table　Morita New Energy Materials　Shipment Value of LiB Salt

　　（2)Production base/capacity trends

　　　　Table　Morita New Energy Materials　Production Bases and Changes in

　　　　 Production Capacity for LiB Salts

2-11　Kanto Denka Kogyo

　　（1)Shipping trends

　　　　Table　Kanto Denka Kogyo　Shipment Volume of LiB Salts

　　　　Table　Kanto Denka Kogyo　Shipment Value of LiB Salts

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production capacity of

　　　　 LiB salts of Kanto Denka Kogyo

　　（3)R&D/product trends

　　　　Table　Kanto Denka Kogyo Investment item list

2-12　Foosung

　　（1)Shipping trends

　　　　Table　Foosung　Shipment Volume of LiB Salt

　　　　Table　Foosung　Shipment Value of LiB Salt

　　（2)Production base/capacity trends

　　　　Table　Transition of Production Bases and production Capacity of

　　　　 salts of Foosung

　　（3)R&D/Product trends

　　　　Table　Transition of production bases and production capacity of

　　　　 additives of Foosung

2-13　Stella Chemifa/Quzhou BDX New Chemical Materials

　　（1)Shipping trends

　　　　Table　Stella Chemifa/Quzhou BDX New Chemical Materials Shipment

　　　　 Volume of LiB Salt

　　　　Table　Stella Chemifa/Quzhou BDX New Chemical Materials Shipment

　　　　 Value of LiB Salt

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production capacity of

　　　　 salts of Stella Chemifa / Quzhou BDX New Chemical Materials

　　（3)R&D/product trends

 

Separators

 

Chapter 1　Separator Market Trend

 

1-1　Overview of the Separator Market Trend

　　1-1-1　Overview of the Separator Market Trend

　　　　Table　Global Market Size of LiB Separator(Volume/Value:2020-2030)

　　　　Table　Global Market Size of LiB Separator by cell size

　　　　(small / mid-to-large: automotive/ESS)(Volume:2020-2030)

　　　　Table　Global Market Size of LiB Separator by cell size

　　　　(small / mid-to-large: automotive/ESS)(Value:2020-2030)

　　1-1-2　Overview of the LiB Separator Product Trend

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

　　　　Table　The demand trends for separators by sector（2024-2025）

　　1-1-3　Overview of the LiB Separator Product Trend (coated separators)

　　　　Table　Reference: List of coated separator compositions for

　　　　 consumer small cells / mid-to-large cells

　　　　Table　Aramid-coated separator “SAFEBM®”

　　　　Table　Reference:Product lineup of major global

　　　　 separator manufacturers(2024-2025)

　　1-1-4　Transition of the LiB Separator Market Scale by Type

　　　　(consumer small/mid-to-large cells, coated/non-coated)

　　　　Table　LiB Separator　coating ratio by small/medium/

　　　　large(Automotive/ESS) Global Market Size Transition

　　　　（Volume：forecast 2020-2030）

　　1-1-5　Separator Market Price Trend

　　　　Table　Transition of reference sales price of LiB separators

　　　　(for consumer small cells / mid-to-large cells)(2020-2024)

　　1-1-6　Transition of the shares of Separator Manufacturers

　　　　Table　LiB separator market share by manufacturer(Volume:2020-2024p)

　　　　Table　LiB separator market share by manufacturer(Value:2020-2024p)

　　　　Table　Reference:Small LiB cell manufacturer/

　　　　Separator manufacturer supply chain(2024-2025)

　　　　Table　Reference:Medium and large LiB cell manufacturer/Separator

　　　　 manufacturer supply chain list (2024-2025)

　　1-1-7　Transition of the Shares of LiB Separators by Country

　　　　Table　LiB separator market share by country (Volume:2020-2024p)

　　　　Table　LiB separator market share by country (Value:2020-2024p)

　　1-1-8　Transition of Production Capacity of Major Separator Manufacturers

　　　　Table　Transition of production bases and production capacity of

　　　　 major separator manufacturers -①、②、③、④

 

Chapter 2　Trends and Strategies of Separator Manufacturers

 

2-1　Shanghai Energy New Materials Technology

　　（1)Shipping trends

　　　　Table　Shanghai Energy New Materials Technology Shipment Volume of Separator

　　　　Table　Shanghai Energy New Materials Technology Shipment Value of Separator

　　（2)Production base/capacity trends

　　　　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/product trends

　　　　Table　Shanghai Energy Separator LineUp

2-2　Shenzhen Senior Technology Material

　　（1)Shipping trends

　　　　Table　Senior Technology Material　Shipment Volume of Separator

　　　　Table　Senior Technology Material　Shipment Value of Separator

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production

　　　　 capacity of separators of Senior Technology Material

　　　　Table　Transition of production bases and production

　　　　 capacity of coated separators of Senior Technology Material

　　（3)R&D/product trends

2-3　Asahi Kasei

　　（1)Shipping trends

　　　　Table　Asahi Kasei　HiporeTM Shipment Volume/Value of Separator

　　　　Table　Polypore Celgard® Shipment Volume/Value of Separator

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production

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

2-4　W-SCOPE

　　（1)Shipping trends

　　　　Table　W-SCOPE　Shipment Volume of Separator

　　　　Table　W-SCOPE　Shipment Value of Separator

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production

　　　　　　 capacity of separators of W-SCOPE

　　（3)R&D/product trends

　　　　 Table　W-SCOPE　Separator puroduct　Lineup

2-5　Toray

　　　　Toray　Shipment Volume of Separator

　　　　Table　Toray　Shipment Value of Separator

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production

　　　　 capacity of separators of Toray

　　（3)R&D/product trends

　　　　Table　Toray’s　SETELA product lineup

　　　　 (including products under development)

2-6　Sumitomo Chemical

　　（1)Shipping trends

　　　　Table　Sumitomo Chemical　Shipment Volume of Separator

　　　　Table　Sumitomo Chemical　Shipment Value of Separator

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production

　　　　 capacity of separators of Sumitomo Chemical

　　（3)R&D/product trends

2-7　SK ie Technology

　　（1)Shipping trends

　　　　Table　SK ie Technology　Shipment Volume of Separator

　　　　Table　SK ie Technology　Shipment Value of Separator

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production

　　　　 capacity of separators of SKieT

　　（3)R&D/product trends

　　　　Table　SKIET　lineup of Separators

2-8　Ube Maxell

　　（1)Shipping trends

　　　　Table　Ube Maxell　Shipment Volume of Separator

　　　　Table　Ube Maxell　Shipment Value of Separator

　　（2)Production base/capacity trends

　　　　Table　Transition of production bases and production

　　　　 capacity of separators of Ube Maxell

　　（3)R&D/product trends

　　　　Table　Ube Maxell Separator Product line-up

 

Appendix

 

LiB Market Trends

　　①LiB for the Mobile/IT Market

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

　　　　(Capacity :CY2020～CY2030)

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

　　　　(Capacity :CY2020～CY2030)

　　②LiB for the xEV Market

　　　　Table　Trends and Forecast of LiB fro xEV by type

　　　　(Capacity: CY2020～CY2030)

　　　　Table　Trends and Forecasts of LiB for xEV by battery type

　　　　(Capacity: CY2020～CY2030)