This report has been updated. Click here to view latest edition.
If you have previously purchased the archived report below then please use the download links on the right to download the files.
Li-ion Battery Market 2025-2035: Technologies, Players, Applications, Outlooks and Forecasts
Lithium-ion cells, anodes, cathodes, electrolytes, components and materials
Show All
Description
Contents, Table & Figures List
FAQs
Pricing
Related Content
IDTechEx forecast that the Li-ion battery cell market will reach over US$400 billion by 2035. Electric vehicles remain the key driver behind the Li-ion market and electric cars will be the largest market for Li-ion batteries over the next 10 years. While there are some regional concerns over the rate of EV adoption, sales of electric vehicles grew rapidly in 2023. Continued support for the EV and battery markets and increasing competition has led to steady improvement in battery performance and reduction in battery prices. Developments and innovations continue to be made in Li-ion anode and cathode materials, manufacturing, cell design, and pack design and investment into the Li-ion industry continues at a rapid pace. Their comparatively high performance, low cost and wide availability make Li-ion batteries pre-eminent energy storage technology for many applications, from electronics devices to electric vehicles (EVs), to large stationary energy storage systems. As such for most applications, Li-ion batteries, in one form or another, are unlikely to be superseded within the next 10 years.
Cell Manufacturing and the Li-ion Market
Given the rapid increase in forecast demand for Li-ion batteries over the past 5 years, there has been significant growth in the number of gigafactories brought online as well as being planned and announced. Much of this has been driven by incumbent manufacturers such as CATL, BYD, LG Energy Solution, SK Innovation and Samsung SDI, along with a number of fast-growing Chinese manufacturers. IDTechEx estimates that approximately 70% of cell production is located in China, a trend common across the Li-ion value chain where Chinese companies control much of the market for anodes, cathodes, electrolytes, separators, and copper current collectors.
Chinese companies control much of the Li-ion value chain. Source: IDTechEx.
To reduce reliance on a single region and develop domestic battery manufacturing capabilities, Europe and North America are attempting to foster domestic supply chains. In the US, the announcement of the inflation reduction act led to a flurry of gigafactory and investment announcements. Prior to the IRA, IDTechEx estimated that approximately 600 GWh of battery cell capacity would be located in North America by 2030 with this figure growing to 850 GWh in IDTechEx's latest analysis. Europe has also attempted to increase its share of the battery market but uncertainty over EV battery demand in Europe in 2024, increased and strong competition in the battery market and declining prices and margins have created a difficult environment for new entrants or companies with limited experience in large-scale Li-ion battery manufacturing.
Cathodes
The choice of cathode material plays an important role in defining the performance and price of a Li-ion battery. The most widely used cathode materials in 2024 were LFP and NMC/NCA materials. LFP is gaining market share due to its recapture of share within Chinese EVs and growing popularity for stationary energy storage systems, while it is expected to be increasingly present in EVs outside China too. Nevertheless, the high energy density of high-nickel NMC / NCA / NCMA type cathodes means it will remain a key chemistry in Europe and North America for long-range and performance oriented electric vehicles. Major cathode manufacturers are aiming to deploy ultra-high nickel layered oxides with nickel percentages approaching and surpassing 90% to maximize energy density and minimize cobalt content. Other key innovations to cathode materials include the development of LMFP, LNMO, and Li-Mn-rich materials to bridge the gap between low cost LFP and high energy density NMC / NCA. High voltage NMC materials are also under development
Anodes
Choices for anode materials are comparatively more limited than at the cathode. Graphite makes up the vast majority of the market. Recently, there has also been a shift toward synthetic graphite, over natural graphite, as prices for synthetic graphite have declined and closed the price gap that was historically present between natural and synthetic graphite. Nevertheless, natural graphite is expected to remain an important contributor to the graphite market due to its lower CO2 profile as well as growing potential for natural graphite supplies outside of China.
New anode materials such as silicon anode materials continue to garner interest due to their potential to improve energy density. Numerous players, from start-ups in the US to established materials producers in Asia, are expanding manufacturing capabilities. The use of silicon anode materials is forecast to grow significantly through to 2035.
Applications and markets
Battery electric cars have been one of the key drivers behind growth in Li-ion demand over the past 10 years and are forecast to remain the dominant driver of Li-ion battery demand. However, significant opportunities exist in other applications and markets. These include a variety of different vehicle classes, from electric trucks through to electric 2- and 3-wheelers, to grid-scale and residential battery energy storage systems. The report provides an overview of some of the key drivers, challenges, trends and battery technology choices for different Li-ion battery applications.
This report provides analysis and reporting on key components, including on cathodes, anodes, electrolytes, separators, copper current collectors and additives. For each component, the report provides a breakdown of the key technological developments, in addition to analysis of the market through a study of the key manufacturers, production regions, and expansion plans. Li-ion Batteries 2025-2035 provides a comprehensive view of the Li-ion battery market, players, and technology trends. Cost analyses, price forecasts, and 10-year forecasts are provided for Li-ion battery demand by volume (GWh) and value (US$) and broken down by application, cathode type and anode type.
Key aspects
Key aspects of this report include:
- Analysis and discussion of Li-ion materials, technologies, and trends
- Status of Li-ion cathodes and anodes, including key companies, expansion, chemistry trends (NMC, NCA, NCMA, LFP, LNMO, LCO, natural graphite, synthetic graphite, silicon).
- Status of Li-ion electrolytes, separators and conductive additives
- Battery production and capacity outlooks. Status of Li-ion global and regional cell manufacturing capacity and expansions.
- Analysis of key players across cell, cathode, anode, electrolyte, separator and current collector producers.
- Li-ion cost and price analysis and forecast.
- Forecast of Li-ion battery demand by application and chemistry.
| Report Metrics | Details |
|---|---|
| Historic Data | 2019 - 2023 |
| CAGR | The global market for Li-ion battery cells will reach US$405 billion by 2035 at a CAGR of 9.9% from 2023-2035. |
| Forecast Period | 2024 - 2035 |
| Forecast Units | GWh, US$ |
| Regions Covered | Worldwide |
| Segments Covered | Li-ion batteries Battery cathode Battery anode Electrolytes Separators Copper current collectors Electric cars Electric vehicles Stationary energy storage Electronic devices |
Analyst access from IDTechEx
All report purchases include up to 30 minutes telephone time with an expert analyst who will help you link key findings in the report to the business issues you're addressing. This needs to be used within three months of purchasing the report.
Further information
If you have any questions about this report, please do not hesitate to contact our report team at research@IDTechEx.com or call one of our sales managers:
ASIA: +44 1223 810259
| 1. | EXECUTIVE SUMMARY |
| 1.1. | Trends in the Li-ion market |
| 1.2. | Li-ion market - regional overview |
| 1.3. | Regional policies |
| 1.4. | Regional efforts and policies in the Li-ion battery market |
| 1.5. | Li-ion value chain |
| 1.6. | Li-ion market players |
| 1.7. | Global cell capacity expansions outlook by location |
| 1.8. | Global gigafactory expansions outlook |
| 1.9. | Li-ion graphite anode material market overview |
| 1.10. | Li-ion graphite anode market player overview |
| 1.11. | Global cathode market share trend |
| 1.12. | Cathode production outlook by chemistry |
| 1.13. | Cathode manufacturer market share |
| 1.14. | CAM price trend |
| 1.15. | Key technology developments |
| 1.16. | Battery technologies - start-up activity |
| 1.17. | Battery technology start-ups - regional activity |
| 1.18. | Key technology developments |
| 1.19. | Li-ion performance and technology timeline |
| 1.20. | Readiness level snapshot |
| 1.21. | Are there alternatives to Li-ion? |
| 1.22. | Li-ion battery forecast by application, GWh |
| 1.23. | Li-ion battery forecast by application, $B |
| 1.24. | Li-ion market by cathode, GWh |
| 1.25. | Li-ion battery cathode outlook |
| 1.26. | Li-ion market by anode, GWh |
| 2. | INTRODUCTION |
| 2.1. | Importance of Li-ion |
| 2.2. | What is a Li-ion battery? |
| 2.3. | Lithium battery chemistries |
| 2.4. | Types of lithium battery |
| 2.5. | Why lithium? |
| 2.6. | Primary lithium batteries |
| 2.7. | Ragone plots |
| 2.8. | More than one type of Li-ion battery |
| 2.9. | Commercial anodes - graphite |
| 2.10. | The battery trilemma |
| 2.11. | Battery wish list |
| 2.12. | Why can't you just fast charge? |
| 2.13. | Rate limiting factors at the material level |
| 2.14. | Fast charge design hierarchy |
| 2.15. | Introduction - key battery performance metrics |
| 2.16. | Comparing commercial cell chemistries |
| 2.17. | Turnkey battery packs highlight trade-offs required |
| 2.18. | Electrochemistry definitions 1 |
| 2.19. | Electrochemistry definitions 2 |
| 2.20. | Useful charts for performance comparison |
| 3. | ANODES |
| 3.1. | Overview |
| 3.1.1. | Types of lithium battery by anode |
| 3.1.2. | Anode materials comparison |
| 3.1.3. | Anode materials discussion |
| 3.1.4. | Li-ion anode materials compared |
| 3.1.5. | Anode materials |
| 3.2. | Graphite |
| 3.2.1. | Introduction to graphite |
| 3.2.2. | Natural graphite for LIBs |
| 3.2.3. | Coated spherical purified graphite (CSPG) |
| 3.2.4. | Synthetic/artificial graphite production |
| 3.2.5. | Comparing natural and synthetic graphite anodes |
| 3.2.6. | Comparing natural and synthetic graphite |
| 3.2.7. | Impact of graphite price reduction |
| 3.2.8. | Li-ion graphite anode prices |
| 3.2.9. | Performance of synthetic and natural graphite |
| 3.2.10. | Performance of synthetic and natural graphite |
| 3.2.11. | Synthetic vs natural graphite overview |
| 3.2.12. | Synthetic vs natural graphite conclusions |
| 3.2.13. | Li-ion graphite anode material market overview |
| 3.2.14. | Graphite outlook |
| 3.3. | Graphite market |
| 3.3.1. | Li-ion graphite anode suppliers |
| 3.3.2. | Li-ion graphite anode market player overview |
| 3.3.3. | Graphite anode player shares |
| 3.3.4. | Graphite anode market concentration |
| 3.3.5. | Geographic breakdown of graphite anode suppliers |
| 3.3.6. | Graphite production capacity |
| 3.3.7. | Expansions in graphite production |
| 3.3.8. | New entrants in graphite anodes |
| 3.4. | Silicon anodes |
| 3.4.1. | The promise of silicon |
| 3.4.2. | Value proposition of silicon anodes |
| 3.4.3. | The reality of silicon |
| 3.4.4. | Alloy anode materials |
| 3.4.5. | Comparing silicon - a high-level overview |
| 3.4.6. | Solutions for silicon incorporation |
| 3.4.7. | Solutions for silicon incorporation |
| 3.4.8. | Key silicon anode solutions |
| 3.4.9. | Top Si-anode patent assignee topics |
| 3.4.10. | Top 3 patent assignee Si-anode technology comparison |
| 3.4.11. | How much can silicon increase energy density? |
| 3.4.12. | Silicon anodes offer significant benefits but also challenges |
| 3.4.13. | Silicon anode performance |
| 3.4.14. | Silicon anode calendar life |
| 3.4.15. | Silicon anode cost benefits |
| 3.4.16. | Silicon anode cost potential |
| 3.4.17. | Silicon anode environmental benefits |
| 3.4.18. | Concluding remarks on Si-anode performance |
| 3.4.19. | Current silicon use |
| 3.4.20. | Silicon and LFP |
| 3.4.21. | Silicon in consumer devices |
| 3.4.22. | Comments on commercialisation timelines |
| 3.4.23. | Strategic partnerships and agreements developing for silicon anode start-ups |
| 3.4.24. | Notable players for silicon EV battery technology |
| 3.4.25. | Established company interest in silicon anodes |
| 3.4.26. | Commercial silicon anode production |
| 3.4.27. | Commercial silicon anode specification |
| 3.4.28. | Silicon anode material - Umicore |
| 3.4.29. | Silicon anode material - Wacker Chemie |
| 3.4.30. | Commercial silicon anode production |
| 4. | CATHODES |
| 4.1. | Overview |
| 4.1.1. | Cathode introduction |
| 4.1.2. | Overview of Li-ion cathodes |
| 4.2. | Li-ion cathode technologies |
| 4.2.1. | Cathode recap |
| 4.2.2. | Cathode materials - LCO and LFP |
| 4.2.3. | Cathode materials - NMC, NCA and LMO |
| 4.2.4. | Cathode performance comparison |
| 4.2.5. | Cathode comparisons |
| 4.2.6. | Energy density by cathode |
| 4.2.7. | Comparing commercial cell chemistries |
| 4.2.8. | Understanding layered oxide cathodes |
| 4.2.9. | Cathode materials for consumer devices |
| 4.2.10. | Cathode powder synthesis (NMC) |
| 4.2.11. | Complexity of cathode chemistry |
| 4.2.12. | NMC development - from 111 to 811 |
| 4.2.13. | Cathode materials - NCA |
| 4.2.14. | Benefits of high and ultra-high nickel NMC |
| 4.2.15. | High-Ni / Ni-rich cycle life and stability issues |
| 4.2.16. | Key issues with high-nickel layered oxides |
| 4.2.17. | Routes to high nickel cathode stabilisation |
| 4.2.18. | Routes to high-nickel cathodes |
| 4.2.19. | Single crystal NCA cathode |
| 4.2.20. | Ultra-high nickel cathode timelines |
| 4.2.21. | Outlook on high-Ni - commentary |
| 4.2.22. | LFP IP |
| 4.2.23. | LFP adoption in electric vehicles |
| 4.2.24. | LFP vs NMC |
| 4.2.25. | Cathode player roadmaps |
| 4.2.26. | Advanced cathode technologies and players |
| 4.2.27. | Cathode suitability |
| 4.2.28. | Li-ion cathode technology developments |
| 4.2.29. | For more info on advanced and next-generation Li-ion cathodes... |
| 4.3. | Cathode cost analysis |
| 4.3.1. | Cathode material intensities |
| 4.3.2. | Cathode chemistry impact on lithium consumption |
| 4.3.3. | Raw material price trends |
| 4.3.4. | Lithium price trend |
| 4.3.5. | Lithium price volatility |
| 4.3.6. | Impact of CAM prices on cell material costs |
| 4.3.7. | Impact of metal prices on NMC 811 CAM price |
| 4.3.8. | Impact of metal prices on NMC 811 $/kWh cell material costs |
| 4.3.9. | Impact of metal prices on LFP CAM price |
| 4.3.10. | Impact of metal prices on $/kWh LFP cell material costs |
| 4.3.11. | NMC 811 and LFP sensitivity analyses |
| 4.3.12. | New chemistries offer reduced reliance on critical materials |
| 4.3.13. | CAM price trend |
| 4.3.14. | Cathode active material market price trend |
| 4.4. | Cathode market |
| 4.4.1. | Cathode market overview |
| 4.4.2. | Cathode player manufacturing capacities |
| 4.4.3. | Cathode manufacturers - production capacity |
| 4.4.4. | Cathode manufactures |
| 4.4.5. | Cathode manufacturer market share |
| 4.4.6. | LFP cathode manufacturers |
| 4.4.7. | LFP cathode manufacturer market share |
| 4.4.8. | NMC/NCA cathode manufacturers |
| 4.4.9. | NMC/NCA cathode manufacturer market share |
| 4.4.10. | Cathode market by chemistry and region |
| 4.4.11. | Geographical breakdown of cathode production |
| 4.4.12. | Geographical breakdown of cathode capacity |
| 4.4.13. | Cathode market by region |
| 4.4.14. | Geographical control of cathode production |
| 4.4.15. | Chemistry production capacity share |
| 4.4.16. | Chemistry production spread |
| 4.4.17. | Capacity additions by chemistry |
| 4.4.18. | Cathode production outlook by chemistry |
| 4.4.19. | LFP cathode production outside China |
| 4.4.20. | Production capacity growth outlook |
| 4.4.21. | Future production capacity outlook by region |
| 4.4.22. | Global BEV cathode chemistry split |
| 4.4.23. | Europe BEV car cathode share |
| 4.4.24. | US BEV car cathode share |
| 4.4.25. | China BEV car cathode share |
| 4.4.26. | BEV cathode share by region |
| 4.4.27. | Global cathode market share trend |
| 4.4.28. | New cathode active material (CAM) entrants |
| 5. | BINDERS AND ADDITIVES |
| 5.1. | Binders |
| 5.2. | Binders - aqueous vs non-aqueous |
| 5.3. | Conductive agents |
| 5.4. | Results showing impact of CNT use in Li-ion electrodes |
| 5.5. | Improved performance at higher C-rate |
| 5.6. | Thicker electrodes enabled by CNT mechanical performance |
| 5.7. | Significance of dispersion in energy storage |
| 5.8. | New innovations for CNT enabled silicon anodes |
| 5.9. | Price position of CNTs: SWCNTs, FWCNTs, MWCNTs |
| 5.10. | Production capacity of CNTs globally |
| 5.11. | Key supply chain relationships for energy storage |
| 6. | ELECTROLYTES |
| 6.1. | Developments in Li-ion electrolytes |
| 6.2. | Introduction to Li-ion electrolytes |
| 6.3. | Electrolyte decomposition |
| 6.4. | Electrolyte additives 1 |
| 6.5. | Electrolyte additives 2 |
| 6.6. | Electrolyte additives 3 |
| 6.7. | Developments for the "million mile" battery |
| 6.8. | CATLs additive related patent |
| 6.9. | CATL electrolyte additive patent example |
| 6.10. | Electrolyte patent topic comparisons - key battery players |
| 6.11. | Electrolyte patent topic comparisons - key electrolyte players |
| 6.12. | Electrolyte technology overview |
| 6.13. | Electrolyte value chain |
| 6.14. | Electrolyte manufacturers |
| 6.15. | Electrolyte supplier market shares |
| 6.16. | Electrolyte market |
| 6.17. | Global electrolyte production capacity |
| 6.18. | Electrolyte market by region |
| 6.19. | Electrolyte suppliers |
| 6.20. | Overview of solid electrolytes and solid-state batteries |
| 6.21. | Introduction to solid-state batteries |
| 6.22. | Classifications of solid-state electrolyte |
| 6.23. | Comparison of solid-state electrolyte systems |
| 6.24. | Solid-state electrolyte technology approach |
| 6.25. | Analysis of SSB features |
| 6.26. | Summary of solid-state electrolyte technology |
| 6.27. | Current electrolyte challenges and solutions |
| 6.28. | Solid electrolyte material comparison |
| 6.29. | SSB company commercial plans |
| 6.30. | Technology summary of various companies |
| 6.31. | SSB developments |
| 7. | SEPARATORS |
| 7.1. | Introduction to Separators |
| 7.2. | Separator manufacturing |
| 7.3. | Polyolefin separators |
| 7.4. | Dry and wet separators and specifications |
| 7.5. | Product specification examples |
| 7.6. | Separator coatings |
| 7.7. | Innovation in separators |
| 7.8. | Key separator players |
| 7.9. | Li-ion separator player market shares |
| 7.10. | Separator market by region |
| 7.11. | Separator production capacity |
| 8. | CURRENT COLLECTORS |
| 8.1. | Where are the current collectors in a Li-ion battery cell? |
| 8.2. | Current collector materials |
| 8.3. | Copper foil production |
| 8.4. | Current collectors |
| 8.5. | Perforated foils |
| 8.6. | Plastic and composite current collectors |
| 8.7. | Copper current collector thickness |
| 8.8. | Trends in copper foil thickness |
| 8.9. | Li-ion copper foil current collector players |
| 8.10. | Copper current collector market |
| 8.11. | Current collector market |
| 8.12. | Trends in copper current collectors |
| 9. | CELL DESIGN AND MANUFACTURING |
| 9.1. | Overview |
| 9.1.1. | Li-ion battery cell manufacturing process |
| 9.1.2. | Power demand of LIB production |
| 9.1.3. | Energy consumption of Li-ion cell production |
| 9.1.4. | The need for a dry room |
| 9.1.5. | Electrode slurry mixing |
| 9.1.6. | Cell production |
| 9.1.7. | Dry electrode manufacturing |
| 9.1.8. | Benefits of dry electrode manufacturing |
| 9.1.9. | Dry vs aqueous electrode manufacturing |
| 9.1.10. | Formation cycling |
| 9.1.11. | Cell design optimisations |
| 9.1.12. | How will new cell manufacturers compete |
| 9.1.13. | Key developments in cell manufacturing |
| 9.1.14. | Technology trends of major battery manufacturers |
| 9.1.15. | Technology trends of major manufacturers |
| 9.2. | Improving battery performance |
| 9.2.1. | Options for improving energy density |
| 9.2.2. | Anode materials are a key route to higher energy density |
| 9.2.3. | Cell design can also be optimised for energy density |
| 9.2.4. | Electrode thickness an important design lever |
| 9.2.5. | Energy density can exceed 1200 Wh/l and 400 Wh/kg |
| 9.2.6. | Options for improving fast-charge capability |
| 9.2.7. | Fast charge capability increasingly important |
| 9.2.8. | Composite electrode design optimisation can improve rate capability |
| 9.2.9. | Fast-charging battery developments |
| 9.2.10. | Options for improving cycle life |
| 9.2.11. | Various routes to improving cycle life |
| 9.2.12. | Cycle life particularly important for high energy chemistries |
| 9.2.13. | CATL's zero degradation TENER battery |
| 9.2.14. | Narada Power's zero-degradation battery |
| 9.2.15. | What underpins CATL's zero degradation ESS battery |
| 9.2.16. | Pre-lithiation likely to play key role in 'zero-degradation' claim |
| 9.2.17. | Cathode pre-lithiation additives |
| 9.2.18. | Data highlights the possibility for claiming zero-degradation |
| 9.2.19. | CATL pre-lithiation additive patent example |
| 9.2.20. | "Zero-degradation" battery highlights multiple design levers |
| 9.2.21. | Options for improving safety |
| 9.2.22. | Holistic design approach needed to ensure safety |
| 9.2.23. | Cell design for safety |
| 9.2.24. | Solid-state batteries can improve (but don't guarantee) safety |
| 9.2.25. | Pack design contributes to Li-ion battery safety |
| 9.2.26. | How low can cell costs go? |
| 9.2.27. | Concluding remarks |
| 9.3. | Cell manufacturers |
| 9.3.1. | Li-ion cell manufacturers |
| 9.3.2. | Large players dominate cell production |
| 9.3.3. | Cell manufacturer market shares |
| 9.3.4. | Electric car battery manufacturer market |
| 9.3.5. | Electric car battery manufacturer share by region |
| 9.4. | Li-ion battery production outlook |
| 9.4.1. | How long to build a Gigafactory? |
| 9.4.2. | How much to build a Gigafactory? |
| 9.4.3. | Gigafactory expansion plans |
| 9.4.4. | Battery production outlook - Europe |
| 9.4.5. | Cell capacity expansions - Europe |
| 9.4.6. | Battery production outlook - North America |
| 9.4.7. | Cell capacity expansion - North America |
| 9.4.8. | Battery production outlook - Asia |
| 9.4.9. | Cell capacity expansion - Asia |
| 9.4.10. | Global cell capacity expansions outlook by location |
| 9.4.11. | Global gigafactory expansions outlook |
| 9.4.12. | Gigafactory capacity by location |
| 9.4.13. | Li-ion battery production supply and demand outlook |
| 9.4.14. | Cell capacity expansions data |
| 9.4.15. | Li-ion battery production supply and demand commentary |
| 10. | COST ANALYSES AND FORECASTS |
| 10.1. | Li-ion value chain |
| 10.2. | Cost by cathode chemistry |
| 10.3. | Raw material price trends |
| 10.4. | Lithium prices trending down |
| 10.5. | Lithium price volatility |
| 10.6. | CAM price trend |
| 10.7. | Li-ion graphite anode prices |
| 10.8. | Impact of CAM prices on cell material costs |
| 10.9. | Impact of metal prices on NMC 811 $/kWh cell material costs |
| 10.10. | Impact of metal prices on $/kWh LFP cell material costs |
| 10.11. | NMC 811 and LFP sensitivity analyses |
| 10.12. | Li-ion cell material cost trends |
| 10.13. | NMC 811 cost breakdown trend |
| 10.14. | LFP cost breakdown trend |
| 10.15. | Historic Li-ion cell prices |
| 10.16. | High nickel NMC material cost |
| 10.17. | Li-ion cell price forecast |
| 10.18. | BEV car battery price forecast |
| 11. | BATTERY PACKS AND MODULES |
| 11.1. | Li-ion Batteries: from Cell to Pack |
| 11.2. | Shifts in Cell and Pack Design |
| 11.3. | Battery KPIs for EVs |
| 11.4. | Modular pack designs |
| 11.5. | What is Cell-to-pack? |
| 11.6. | Drivers and Challenges for Cell-to-pack |
| 11.7. | What is Cell-to-chassis/body? |
| 11.8. | BYD Blade battery |
| 11.9. | CATL Cell to Pack |
| 11.10. | Cell-to-pack and Cell-to-body Designs Summary |
| 11.11. | Gravimetric Energy Density and Cell-to-pack Ratio |
| 11.12. | Volumetric Energy Density and Cell-to-pack Ratio |
| 11.13. | Cell-to-pack or modular? |
| 11.14. | Outlook for Cell-to-pack & Cell-to-body Designs |
| 11.15. | Module and pack manufacturing process |
| 11.16. | Differences in pack design by segment |
| 11.17. | Battery pack comparison |
| 11.18. | Battery module/pack comparison |
| 11.19. | Chemistry Choices in Turnkey EV Packs |
| 11.20. | Role of battery pack manufacturers |
| 11.21. | Future role for battery pack manufacturers |
| 11.22. | Trends in battery management systems |
| 11.23. | BMS core functionality |
| 11.24. | BMS core hardware |
| 11.25. | BMS structure |
| 11.26. | BMS players |
| 11.27. | Innovations in BMS |
| 11.28. | Advanced BMS activity |
| 11.29. | Increasing BEV voltage |
| 11.30. | Drivers for 800V Platforms |
| 11.31. | Emerging 800V Platforms & SiC Inverters |
| 11.32. | IDTechEx Li-ion Battery Timeline |
| 12. | BATTERY MARKETS AND APPLICATIONS |
| 12.1. | Power range of electrical and electronic devices |
| 12.2. | Application battery priorities |
| 12.3. | Application battery priorities discussion |
| 12.4. | Battery electric cars |
| 12.5. | Regional Electric Car Sales 2011-2022 |
| 12.6. | China Purchase Subsidies Extended |
| 12.7. | EU Emissions and Targets |
| 12.8. | US Emissions Standards |
| 12.9. | Cell Format Market Share |
| 12.10. | Other Vehicle Categories |
| 12.11. | Electric Buses - a Global Outlook |
| 12.12. | Electric Bus Sales Forecast to Regionally Diversify by 2045 |
| 12.13. | Battery Capacity in Buses Increasing |
| 12.14. | Chemistries Used in Electric Buses |
| 12.15. | Chinese Market Favours LFP, European Market More Mixed |
| 12.16. | Battery Suppliers and OEM Relationships |
| 12.17. | Electric LCVs: Drivers and Barriers |
| 12.18. | Historic Electric LCV Sales in Europe |
| 12.19. | Historic Electric LCV Sales in China |
| 12.20. | LCV Range Requirement |
| 12.21. | Cycle life requirements for commercial electric vehicles |
| 12.22. | IDTechEx Outlook for eLCVs |
| 12.23. | Recovery from Coronavirus: Addressable Truck Market 2019-2022 |
| 12.24. | Leading Global E-Truck Manufacturer Sales 2021- H1 2023 |
| 12.25. | BEV and FCEV M&HD Trucks: Weight vs Battery Capacity |
| 12.26. | E-Truck OEM Battery Chemistry Choice |
| 12.27. | Truck Battery Chemistry Examples |
| 12.28. | Electric medium and heavy duty trucks |
| 12.29. | Regional Truck markets |
| 12.30. | Introduction to Micro EVs |
| 12.31. | Asia Home to Major Electric Two-wheeler Markets |
| 12.32. | India Electric Two- and Three- wheeler Market Growth |
| 12.33. | China Electric Two-wheeler Market History |
| 12.34. | China and India: Major Three-wheeler Markets |
| 12.35. | Microcars: The Goldilocks of Urban EVs |
| 12.36. | Micro EV Characteristics |
| 12.37. | Average Battery Capacities of Microcars |
| 12.38. | Summary of Marine Markets |
| 12.39. | Summary of Market Drivers for Electric & Hybrid Marine |
| 12.40. | Marine Battery Market History 2019-2025 by Subsector: ferry, cruise, ro-ro, cargo, OSV, tug, other |
| 12.41. | Why Marine Batteries are Unique |
| 12.42. | Electronic devices and power tools |
| 12.43. | Consumer electronics - battery to device price ratios |
| 13. | FORECASTS |
| 13.1. | Li-ion battery forecast by application, GWh |
| 13.2. | Li-ion battery forecast by application, data |
| 13.3. | Li-ion battery forecast by application, $B |
| 13.4. | Li-ion battery demand share |
| 13.5. | Li-ion forecast, GWh |
| 13.6. | Li-ion EV forecast, GWh |
| 13.7. | Li-ion electronics forecast, GWh |
| 13.8. | Li-ion BEV car market by cathode, GWh |
| 13.9. | Li-ion market by cathode, GWh |
| 13.10. | Li-ion battery cathode outlook |
| 13.11. | Li-ion market by anode, GWh |
The Li-ion battery cell market is forecast to reach over US$400 billion by 2035.
Report Statistics
| Slides | 464 |
|---|---|
| Forecasts to | 2035 |
Customer Testimonial
"The resources produced by IDTechEx are a valuable tool... Their insights and analyses provide a strong foundation for making informed, evidence-based decisions. By using their expertise, we are better positioned to align our strategies with emerging opportunities."