电池市场分析与市场展望课件.ppt
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- 关 键 词:
- 电池 市场分析 市场 展望 课件
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1、Battery Market Development forConsumer Electronics,Automotive,and Industrial:MaterialsRequirements and TrendsChristophe PILLOTDirector,AVICENNE ENERGYPresentation Outline The rechargeable batterymarket in 2013 The Li-ion batteryvalue chain Li-ion batterymaterial market Forecasts&conclusionsMillion H
2、EV powered by LIBNumber of EV sold worldwide(Million)Christophe PILLOT+33 1 47 78 46 The worldwide Batterymarket and materialstrends2013-2025CIBF 2014June 18-20Shenzhen,ChinaAVICENNE ENERGY:RENOWNED TOHAVE REALISTIC FORECASTSHEV powered by Lithium ion batteryforecasts from 2008 to 2013EV sold,in mil
3、lion units,worldwide,2010-2020012345201020152020Source:International Battery Conference,Fort Lauderdale 2007,2008,2009,2010&2011AABC June 2007200,20,40,60,811,21,41,61,822008 2009 2010 2011 2012 2013IIT 2007IIT 2008IIT 2009IIT 2010AAB(2012)ROLAND BERGER(2011)IIT(MARCH 2010)ROLAND BERGER(2012)AVICENN
4、E 2007-2012DEUTSCHE BANK(2012)IIT(MARCH 2011)AABREALITYAVICENNE 2007Million Units/yearMillion Units/YearTons of cathode/Year$/WhChristophe PILLOT+33 1 47 78 46 The worldwide Batterymarket and materialstrends2013-2025CIBF 2014June 18-20Shenzhen,China3THE BATTERY MARKET IS REALLYDYNAMIC200015001000500
5、02013Cellular Phones sold per Year(Million)Li-ionNiMH20005004003002001000200 MTablets195 MPortablePCs2013Portable PC sold per Year(Million)Li-ionNiMH20001000008000060000400002000002000Source:AVICENNE ENERGY Analyses 20132013Tons of Li-ion Cathode per year032,521,510,520002013Li-ion 18650 cell price(
6、$/Wh)MWhChristophe PILLOT+33 1 47 78 46 The worldwide Batterymarket and materialstrends2013-2025CIBF 2014June 18-20Shenzhen,China35 00030 00025 00020 00015 00010 0005 000019902000201020122013Others(Flow battery,NAS,)Li-ionNiMHNiCD4Source:AVICENNE ENERGY,2013THE WORLDWIDE BATTERY MARKET1990-2013Lithi
7、um Ion Battery:Highest growth&major part of industryinvestments50 00045 00040 000MWhMWhChristophe PILLOT+33 1 47 78 46 The worldwide Batterymarket and materialstrends2013-2025CIBF 2014June 18-20Shenzhen,China150 000100 00050 0000200 000250 000450 000400 000350 000300 0001990 2000 2010 2012 2013Other
8、s(Flow battery,NAS,)Li-ionNiMHNiCDLead Acid150 000100 00050 0000200 000400 000350 000300 000250 0001990 2000 2010 2012 2013THE WORLDWIDE BATTERY MARKET1990-2013Lithium Ion Battery:Highest growth&major part of the investmentsLead acid batteries:By far the most important market (90%market share)5Sourc
9、e:AVICENNE ENERGY,2013Billion US$Billion US$1990200020052010201220132015202019902000200520102012201320152020Christophe PILLOT+33 1 47 78 46 The worldwide Batterymarket and materialstrends2013-2025CIBF 2014June 18-20Shenzhen,China9080706050403020100Others(Flowbattery,NAS,)Li-ionNiMHNiCDLead AcidTHE W
10、ORLDWIDE BATTERY MARKET1990-202054 BILLION US$in 2013 Pack level15%AVERAGE GROWTH PER YEAR(1990-2013)69080706050403020100OTHERSAUTOMOTIVEINDUSTRIALE-BIKESPOWER TOOLSPORTABLESLISource:AVICENNE ENERGY,2013SLI:Start light and ignition batteries for cars,truck,moto,boat etcPORTABLE:concumer electronics(
11、cellular,portable PCs,tablests,Camera,),data collection&handyterminals,POWER Tools:power tools but also gardeningtoolsINDUSTRIALMOTIVE:Forklift(95%),othersSTATIONARY:Telecom,UPS,EnergyStorage System,Medical,Others(EmergencyLighting,Security,Railroad Signaling,Diesel GeneratorStarting,Control&Switchg
12、ear,AUTOMOTIVE:HEV,P-HEV,EVOTHERS:Medical:wheelchairs,medical carts,medical devices(surgical power tools,mobile instrumentation(x-ray,ultrasound,EKG/ECG,large oxygenconcentrators1-Pack:cell,cell assembly,BMS,connectors Power electronics(DC DC converters,invertors)not included00Christophe PILLOT+33 1
13、 47 78 46 The worldwide Batterymarket and materialstrends2013-2025CIBF 2014June 18-20Shenzhen,ChinaSLIAutomotivePortable100004000030000200005000060000SLIAutomotivePortableOther ApplicationsMarineMedical devicesWheelchairMedical CartOther StationarySeismicESSOther Stand-byUPSTelecomOther MotiveForkli
14、ftPower Tools7THE WORLDWIDE BATTERY MARKETIN 2013:US$54 BILLIONBattery market in 2013(M$)2 00012 00010 0008 0006 0004 00014 00016 00018 000E-BikesLead Acid LIB1-Pack level:Pack includingcells,cells assembly,BMS,connectors Power electronics(DC DC converters,invertors)not includedSource:AVICENNE ENERG
15、Y,2013Other ApplicationsMarineMedical devicesWheelchairMedical CartOther StationarySeismicESSOther Stand-byUPSTelecomOther MotiveForkliftPower ToolsE-BikesM WhM Wh2000200120022003200420052006200720082009201020112012201320002001200220032004200520062007200820092010201120122013Christophe PILLOT+33 1 47
16、 78 46 The worldwide Batterymarket and materialstrends2013-2025CIBF 2014June 18-20Shenzhen,ChinaLI-ION IN 2013MAIN APPLICATIONS:CELLULAR,NOTEBOOK8Note:(1)2013:Avicenne Forecasts(2)Cell levelCellular PhonesPortable PCsOthersTabletsDigital CameraPower ToolsVideo GamesCamcordersMP3Household devicesToys
17、E-bikesAutoOthers5 000 M cells 39 000 MWh12 000 M$(2)Li-ion Battery sales,MWh,Worldwide,2000-2013(1)40 00035 00030 00025 00020 00015 00010 0005 000-CAGR 2003/2013+26%per year in Volume+14%per year in valueLi-ion Battery sales,MWh,Worldwide,2000-2013(1)22 00020 00018 00016 00014 00012 00010 0008 0006
18、 0004 0002 000-M$M$2000200120022003200420052006200720082009201020112012201320002001200220032004200520062007200820092010201120122013Christophe PILLOT+33 1 47 78 46 The worldwide Batterymarket and materialstrends2013-2025CIBF 2014June 18-20Shenzhen,ChinaLI-ION IN 2013MAIN APPLICATIONS:CELLULAR,NOTEBOO
19、K9Note:(1)2013:Avicenne Forecasts(2)Cell level5 000 M cells 39 000 MWh12 000 M$(2)Li-ion Battery sales,M$,Worldwide,2000-2013(1)14 00012 00010 0008 0006 0004 0002 000-Cellular PhonesPortable PCsOthersCAGR 2003/2013+26%per year in Volume+14%per year in valueLi-ion Battery sales,M$,Worldwide,2000-2013
20、(1)70006000500040003000200010000AutomotivesTabletsPower toolsCamcordersGamesDigital cameraE-BikesMP3OthersM cells/month1Q 092Q 093Q094Q 091Q 102Q 103Q104Q 101Q 112Q 113Q114Q 11M cells/YearOver supply RatioChristophe PILLOT+33 1 47 78 46 The worldwide Batterymarket and materialstrends2013-2025CIBF 20
21、14June 18-20Shenzhen,China10BATTERY PRICE IS DECREASINGDRASTICALLYIn 10 Years 80%price decreasingdespite a fluctuating Co price50%40%30%20%10%0%3 0002 5002 0001 5001 000500-Standard DemandProduction CapacityTESLAOversupply ratio0,00Average LIB cell price($/Wh)1,000,800,600,400,202005 2006 2007 2008
22、2009 2010 2011 2012 2013CylindricalPrismaticLaminate300250200150100500BAKATLLishenE-OneLGSDIMAXELLSONYPANASONICSANYOSource:UMICORE,march 2011Production capacity 2009/2011:from 150 to 250 M cells/monthNote-Q4 2013:Cylindrical:0,17$/Wh;Laminates:0,3$/Wh18650 oversupply ratio isdecreasing thanks to TES
23、LAThe worldwide Batterymarket and materialstrends2013-2025CIBF 2014June 18-20Shenzhen,ChinaChristophe PILLOT+33 1 47 78 46 0011LI-ION VALUE CHAINCATHODE90 OOO T in 2013Revenues:2,1 B$CAGR 03/13:+16%ANODE47 000 TRevenues:0,75 B$CAGR 03/13:+14%ELECTROLYTECELLMANUFACTURERSRevenues:12 B$Gross margin:10%
24、PACKMANUFACTURERSRevenues:17 B$Gross margin:300 000 TonsLFP22%Tons20122006200720082009201020112013Christophe PILLOT+33 1 47 78 46 The worldwide Batterymarket and materialstrends2013-2025CIBF 2014June 18-20Shenzhen,China14ANODE ACTIVE MATERIALS47 000 TONS IN 2013LIB Anode MaterialsSource:Sanyo,March
25、20110,01,00,80,60,40,2Source:A.Jossen,IRES 2007LIB Anode Materials1,205001000150020002500400003000020000100000Source:Hitachi ChemicalLIB Anode market,(Tons)50000LTOSi or Sn TypeAmorphous CarbonMeso-PhaseArtificial GraphiteNatural GraphiteHardCarbonSoftCarbonGraphiteCapacity(/g)400mAh/g250mAh/g325-37
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