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Lithium-ion Battery Demand In Overseas Electric Vehicle Market

Shenzhen Sinoli Electronic Co.,Ltd | Updated: Dec 02, 2018

With the rapid development of electric vehicle market, the demand for lithium-ion batteries accounted for more than 35% in 2017.


This wave of electric vehicle development started in December 2010, when Nissan and GM launched Leaf EV and Volt PHEV products in the U.S. market at the same time, so 2011 is recognized as the first year of electric vehicle development. From 2011 to now, the global electric vehicle production and sales, such as sesame blossom season, have exceeded the annual sales scale of 1.4 million vehicles by 2017. Correspondingly, the demand for lithium-ion power batteries grew from almost zero in 2010 to 53.8GWh in 2017, which accounted for 6.0% of the total demand for lithium-ion batteries in 2011 to 35.94% in 2017, and became the largest market segment in the field of lithium-ion batteries. From the overall development momentum, it can be concluded that the wave of electric vehicle development will continue. The development trend of electric vehicles is irreversible.


 Lithium-ion Battery Demand in Overseas Electric Vehicle Market

In the first year of the global commercialization of electric vehicles in 2011, the overseas electric vehicle market sales reached 58,000, resulting in lithium-ion battery demand of 1.3GWh, which is quite good. In the following years, sales of electric vehicles increased year by year, reaching 6119,000 vehicles (including products exported to the Chinese market) by 2017, resulting in demand for lithium-ion batteries as high as 20.2 GWh, with an average annual growth rate of 61.82%.


At present, the overseas electric vehicle market is basically electric passenger cars and urban logistics vehicles modified on this basis. The electric bus and non-passenger vehicle chassis modified electric special vehicles which are popular in the Chinese market are still sporadic demonstration applications in the overseas market. Next, let's take a look at the lithium-ion batteries installed in the overseas electric passenger car market.


In 2017, the total installed capacity of lithium-ion batteries in overseas electric passenger car market was 20.2 GWh, up 52.73% year-on-year; the average installed capacity of battery packs per vehicle was 32.95 kWh, up 14.77% year-on-year. Among them, pure electric passenger car battery installed 16.96 GWh, an increase of 63.34% year-on-year; average battery pack capacity 53.18 kWh/car, an increase of 17.52% year-on-year, indicating that the speed of solving the "mileage anxiety" problem is significantly accelerating. Plug-in hybrid passenger car battery installed 3.19 GWh, an increase of 30.79% year-on-year; average battery pack power 10.91 kWh/vehicle, a decrease of 3.02% year-on-year. Data Source: Real Lithium Research, October 1, 2018. Unit: Vehicle, MWh, kWh/Vehicle. Note: Vehicle sales data include sales of products exported to the Chinese market.


Lithium-ion batteries used in overseas electric passenger car market are almost all lithium manganate and ternary battery products (the total solid-state ratio of LFP and LFP is only 0.005%). In 2017, NCA ternary battery consumption was the largest, accounting for 48.05% of the total, with 9.69 GWh. Basically all of them are in use by Tesla and supplied by Panasonic, NCM ternary battery consumption was 8.87%. GWh consumption ranked second, accounting for 44.00%, mainly supplied by LG Chemistry and Samsung SDI; lithium manganate battery (lithium manganate as the main cathode material, supplemented by ternary materials) ranked third with 1.60 GWh consumption, accounting for 7.95%. Most of the electric passenger car products in automobile enterprises are using this kind of battery, mainly by lithium manganate. AESC, a Japanese manufacturer. In fact, LG Chemistry and Samsung SDI are the cathode materials used in ternary batteries supplied by two Korean giants, besides ternary materials, lithium manganate is also used.


LFP solid-state batteries are all supplied by Bolore, France. In 2017, 510KWh was installed, accounting for only 0.003%. All the LFP solid-state batteries are in use for their own pure electric passenger cars. Bolore's battery uses lithium iron phosphate as its positive electrode and lithium metal as its negative electrode. The electrolyte is solid without diaphragm. Bolore's solid-state lithium-ion battery is not very high in energy density at present. The battery system is only about 100Wh/kg, but it represents a future direction of technology, so it is widely concerned.