전기차 배터리 셀 및 팩용 소재 기술동향 및 시장전망 2025-2035

전기차 배터리 셀 및 팩에 대한 소재 수요, 에너지 밀도, 기술 및 재료 동향, OEM전략 및 세분화된 향후10년 전망을 포괄하는 보고서

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이번 보고서에서는 승용차, 승합차, 트럭, 버스, 이륜차, 삼륜차 및 초소형 전기차용 배터리 셀 및 팩에 활용되는 소재의 화학, 설계, 에너지 밀도, 비용 분석을 포함하여 소재 활용동향을 포함하여 29가지 소재별 향후 10년간 시장 예측 및 전망을 제공합니다.
이 보고서는 다음과 같은 주요 정보를 제공합니다.
 
배터리 셀의 재료 동향 분석
  • 양극 화학: 과거와 미래의 시장 점유율
  • 양극 화학별 재료 강도: 리튬, 망간, 철, 코발트, 니켈, 인산염
  • 리튬, 코발트, 니켈 공급 및 수요
  • 음극 재료: 흑연과 실리콘의 채택
  • 전해질, 분리막, 바인더 및 전도성 첨가제
 
배터리 팩의 소재 동향 분석
  • 열 인터페이스 재료: 팩 설계에 따른 변화
  • 복합재 및 폴리머 팩 외장 부품 채택
  • 열 관리 전략 및 구성 요소: 공기, 액체 및 냉매 냉각 냉각판 및 냉각 호스
  • 배터리 뚜껑 밀폐(FIPG, CIPG, DFG)
  • 화재 방지 재료
  • 압축 패드
  • 전기 절연
  • 셀 인터커넥트
 
배터리 설계 분석
  • 열 관리 및 셀 형식별 에너지 밀도
  • 에너지 밀도 예측 및 재료 강도에 미치는 영향
  • 셀to팩 및 셀to바디 설계
  • 셀 및 팩 비용 및 전망
  • 자동차 및 기타 차량 부문의 배터리 팩 구조 및 재료 예시
 
10년 시장 전망 및 분석
  • 차량 유형별 배터리 시장 점유율(GWh): 승용차, 밴, 트럭, 버스, 이륜차, 삼륜차, 초소형
  • 전기차용 양극재 수요(Kg): 니켈, 코발트, 리튬, 망간, 인산염
  • 전기차용 양극재 시장 가치(US$): 니켈, 코발트, 리튬, 망간, 인산염
  • 전기차용 음극재 수요(kg): 흑연, 실리콘
  • 전기차용 음극재 시장 가치(US$): 흑연, 실리콘
  • 전체 배터리 셀 소재 수요(kg): 니켈, 코발트, 리튬, 망간, 인산염, 흑연, 실리콘, 전해질, 바인더, 케이싱, 알루미늄, 전도성 첨가제, 분리막
  • 전체 배터리 셀 소재 시장 가치(US$): 니켈, 코발트, 리튬, 망간, 인, 흑연, 실리콘, 전해질, 바인더, 케이싱, 알루미늄, 전도성 첨가제, 분리막
  • 배터리 팩 재료 수요(kg): 알루미늄, 강철, 구리, 열 인터페이스 재료, 냉각판, 냉각수 호스, 전기 절연, 유리 섬유 강화 폴리머, 탄소 섬유 강화 폴리머, 뚜껑 씰, 압축 패드, 화재 방지 재료
  • 배터리 팩 소재 시장 가치(US$): 알루미늄, 강철, 구리, 열 계면 재료, 냉각판, 냉각수 호스, 전기 절연, 유리 섬유 강화 폴리머, 탄소 섬유 강화 폴리머, 뚜껑 씰, 압축 패드, 방화 재료
  • 전체 배터리 소재 수요량(kg)
  • 전체 배터리 소재 시장 가치(US$)
 
보고서에서 다루는 주요 내용/목차는 아래와 같습니다.
 
1. 핵심요약
2. 개요
  • 전기차 시장 동향
  • 구동계 및 차량 카테고리
3. 리튬 이온 배터리 화학
  • 양극재 시장 동향
4. 셀당 비용 및 에너지 밀도
5. 리튬 이온 배터리 셀 재료
  • 원자재
  • 양극재
_ 리튬
_ 코발트
_ 니켈
  • 음극재
_ 흑연
_ 실리콘
  • 전해질, 분리막, 바인더 및 전도성 첨가제
  • 전체 배터리 셀 재료 예측
6. 셀 및 팩 설계
  • 셀to팩, 셀to섀시 및 대형 셀 포맷
  • 에너지 밀도 및 재료 활용도
7. 팩 구성 요소
  • 열 인터페이스 재료
  • 냉각판 및 냉각 호스
  • 배터리 인클로저
  • 팩 뚜껑 씰링
  • 화재 방지 재료
  • 압축 패드/폼
  • 셀 전기 절연
  • 전기적 연결 및 절연
  • 전체 배터리 팩 재료 예측
8. 배터리 재료/구조 예시
  • 자동차
  • 대형차, 상용차 및 기타 차량
9. 시장 전망
 
Electric vehicles (EVs) generate material demands that are very different to those historically typical of combustion engine vehicle markets. With important supply chain and geopolitical factors alongside rapidly evolving battery technology, the materials that will be in demand over the coming years will vary significantly. This report takes a deep dive into battery chemistry, energy density, and design evolution in order to determine the market demand from 2021-2035 for 29 different materials in markets such as electric cars, buses, trucks, vans, two-wheelers, three-wheelers, and microcars.
 
Despite trends towards increased energy density and less use of materials per vehicle, thanks to the rapidly growing EV market, the demand for EV battery materials will grow 5 fold with market value exhibiting a 14% CAGR between 2023 and 2035.
 
Battery Cell Materials
Battery chemistry continues to evolve. The ultimate goal has always been towards higher energy density, but other factors such as cell cost and supply chain diversity have created demand for alternative chemistries outside of typical NMC (nickel manganese cobalt). NMC chemistries provide the highest energy density, and to further improve this and avoid the use of cobalt, have transitioned to higher nickel variants such as NMC 811 and NMC 9 over the previous NMC 111/523. Cobalt is a more costly material and has a very geographically constrained supply with questionable mining practices, the trend to higher nickel chemistries alleviates these concerns, albeit increasing demand for nickel.
 
Batteries using LFP (lithium iron phosphate) chemistries nearly exited the EV market in 2018-2019 thanks to their lower energy density than NMC. However, the need for a greater variety in cell supply and the ability to reduce costs has seen a huge resurgence in LFP adoption, especially in the lower- to mid-range market segments. The energy density hit of using LFP has been somewhat offset by improvements in packing efficiency. The greater adoption of LFP mitigates some of the demand for materials such as nickel, and cobalt. In the future, there will also be adoption of alternatives like LMFP to bridge the gap in performance and price between LFP and NMC.
 
In addition to the cathode chemistry, there has also been evolution in the anode. Some have been incorporating small percentages of silicon into anode to improve energy density, resulting in a decrease in graphite intensity in the cell. In the future, IDTechEx expects to see adoption of much greater silicon contents with silicon dominant anodes gaining interest.
 
There are several other materials critical to the operation of a battery cell, such as the collector foils, binders, and more. This report contains forecasts for battery cell material demand to 2035 for materials including: lithium, nickel, cobalt, iron, manganese, copper, aluminum, graphite, silicon, phosphate, electrolyte, binder, casing, conductive additive, tabs, and the separator.
 
Battery cells consist of several materials beyond the active cathode materials, each of which presents a larger market opportunity. Source: IDTechEx
 
Battery Pack Materials
Increasing the energy density of battery cells is important, but the construction of the pack as a whole is also a great avenue to improve battery energy density. The market has gradually reduced the amount of materials used to package the cells, increasing the ratio of the pack weight and volume that is accounted for by the cells. The step change in this regard is the adoption of cell-to-pack designs where the modular nature is removed in favor of packing all the cells directly together. Despite the reduction in materials this causes, the rapid growth of the EV market means that many of the materials used in a battery pack will see increased demand.
 
The efficiency with which battery cells are housed within the battery pack has been improving significantly, leading to reduced inactive components. However, the rapidly growing EV market means demand will still increase quickly. Source: IDTechEx
 
Thermal management is crucial to keeping cells at an optimal operating temperature and requires components such as cold plates and coolant hoses. Thermal interface materials are required to aid in heat transfer between the cells and the cooling structure. Preventing thermal runaway from propagating between the cells and outside the battery pack requires passive fire protection materials. How these thermal management materials and components are integrated is becoming simplified, especially with adoption of cell-to-pack designs, but will remain as critical operating components with increased demand.
 
A key avenue for weight saving is the adoption of composites and polymers over traditional aluminum and steel. Much of the battery structure is made from aluminum, but many have adopted composite enclosure lids to reduce weight and form more complex shapes. There is a push towards multi-material battery enclosures to combine the benefits of the materials available. A key consideration for composite or polymer enclosures is EMI shielding and fire protection, this can be added later or integrated into the material itself. These enclosures must also be effectively sealed to prevent water ingress and sometimes promote re-use, this is leading to a variety of lid seals being used (including form-in-place, cure-in-place, and direct-foaming gaskets).
 
This report forecasts materials for battery packs including aluminum, steel, copper, aluminum, carbon fiber reinforced polymer, glass fiber reinforced polymer, thermal interface materials, fire protection materials, electrical insulation, lid seals, cold plates, and coolant hoses.
Key Aspects
 
Analysis of material trends in battery cells:
  • Cathode chemistry: historic and future market shares
  • Material intensity by cathode chemistry: lithium, manganese, iron, cobalt, nickel, phosphate
  • Lithium, cobalt, and nickel supply and demand
  • Anode materials: graphite and adoption of silicon
  • Electrolytes, separators, binders, and conductive additives
 
Analysis of material trends in battery packs:
  • Thermal interface materials: transitions with pack design
  • Adoption of composite and polymer pack enclosure components
  • Thermal management strategies and components: air, liquid, and refrigerant cooling. Cold plates and coolant hoses
  • Battery lid seals (FIPG, CIPG, DFG)
  • Fire protection materials
  • Compression pads
  • Electrical insulation
  • Cell interconnects
 
Analysis of battery design:
  • Energy density by thermal management and cell format
  • Energy density forecast and impact on material intensity
  • Cell-to-pack and cell-to-body designs
  • Cell and pack costs with forecast
  • Examples of battery pack structure and materials in automotive and other vehicle segments
 
10 Year Market Forecasts & Analysis:
  • Battery demand market share between cars, vans, trucks, buses, two wheelers, three wheelers, and microcars (% GWh)
  • Cathode material demand for EVs (kg): nickel, cobalt, lithium, manganese, phosphate
  • Cathode material market value for EVs (US$): nickel, cobalt, lithium, manganese, phosphate
  • Anode material demand for EVs (kg): graphite, silicon
  • Anode material market value for EVs (US$): graphite, silicon
  • Total battery cell material demand (kg): nickel, cobalt, lithium, manganese, phosphate, graphite, silicon, electrolyte, binder, casing, aluminum, conductive additive, separator
  • Total battery cell material market value (US$): nickel, cobalt, lithium, manganese, phosphorous, graphite, silicon, electrolyte, binder, casing, aluminum, conductive additive, separator
  • Battery pack material demand (kg): aluminum, steel, copper, thermal interface materials, cold plates, coolant hoses, electrical insulation, glass fiber reinforced polymer, carbon fiber reinforced polymer, lid seals, compression pads, fire protection materials
  • Battery pack material market value (US$): aluminum, steel, copper, thermal interface materials, cold plates, coolant hoses, electrical insulation, glass fiber reinforced polymer, carbon fiber reinforced polymer, lid seals, compression pads, fire protection materials
  • Total battery material demand (kg) including all above categories
  • Total battery material market value (US$) including all above categories
Report MetricsDetails
Historic Data2021 - 2024
CAGRThe global market for EV battery cell and pack materials will grow at 14% CAGR from 2023 to 2035
Forecast Period2024 - 2035
Forecast Unitskg, US$
Regions CoveredWorldwide
Segments CoveredCars, buses, vans, trucks, two wheelers, three wheelers, microcars.
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1.EXECUTIVE SUMMARY
1.1.Global EV Sales, 2011 - H1 2024
1.2.Materials Considered in this Report
1.3.Global Battery Chemistry
1.4.Cathode Market Share for Li-ion in EVs (2015-2035)
1.5.Li-ion performance and technology timeline
1.6.How Does Material Intensity Change?
1.7.Cathode Material Demand Forecast 2021-2035 (kg)
1.8.Anode materials
1.9.The promise of silicon
1.10.Anode Material Demand Forecast for EVs 2021-2035 (kg)
1.11.Battery Cell Material Demand Forecast for EVs 2021-2035 (kg)
1.12.Cell Format Market Share
1.13.Major Challenges in EV Battery Design Overview
1.14.Methods for Materials Suppliers to Improve Sustainability for the OEM
1.15.Gravimetric Energy Density and Cell-to-pack Ratio
1.16.Passenger Cars: Pack Energy Density Trends
1.17.Cell vs Pack Energy Density
1.18.Component Breakdown of a Battery Pack
1.19.Reduction of Pack Materials (kg/kWh)
1.20.Thermal Conductivity Shift
1.21.Battery Thermal Management Strategy Market Share
1.22.Energy Density Improvements with Composites
1.23.Cure Mechanisms for Sealants
1.24.Thermal Runaway in Cell-to-pack
1.25.Fire Protection Materials: Main Categories
1.26.Insulation Materials Comparison
1.27.Battery Pack Material Demand Forecast for EVs 2021-2035 (kg)
1.28.Total Battery Cell and Pack Materials Forecast by Material 2021-2035 (kg)
1.29.Total Battery Cell and Pack Materials Forecast by Vehicle Type 2021-2035 (kg)
1.30.Total Battery Cell and Pack Materials Market Value Forecast 2021-2035 (US$)
1.31.Access More With an IDTechEx Subscription
2.INTRODUCTION
2.1.Electric Vehicle Definitions
2.2.Drivetrain Specifications
2.3.Global EV Sales, 2011 - H1 2024
2.4.Regional Snapshot - China
2.5.Regional Snapshot - EU + UK + EFTA
2.6.Regional Snapshot - USA
2.7.Battery Materials for Electric Vehicles
2.8.Materials Considered in this Report
3.LI-ION BATTERY CHEMISTRY
3.1.What is a Li-ion Battery?
3.2.Lithium Battery Chemistries
3.3.Why Lithium?
3.4.Li-ion Cathode Benchmark
3.5.Li-ion Anode Benchmark
3.6.Global Battery Chemistry
4.CELL COSTS AND ENERGY DENSITY
4.1.Energy density by cathode
4.2.Li-ion performance and technology timeline
4.3.Impact of CAM prices on cell material costs
4.4.Impact of Material Price
4.5.Li-ion Batteries: Technologies, Markets and End of Life
5.MATERIALS FOR LI-ION BATTERY CELLS
5.1.Active and Inactive Material Intensity by Chemistry
5.1.1.How Does Material Intensity Change?
5.1.2.Inactive Material Intensities (exc. casings)
5.2.Raw Materials
5.2.1.The Elements Used in Li-ion Batteries
5.2.2.The Li-ion Supply Chain
5.2.3.Raw Material Supply a Driver for Alternative Chemistries?
5.3.Cathode Materials
5.3.1.Li-ion cathode development
5.3.2.Cathode material intensities
5.3.3.Cathode Material Intensities (kg/kWh)
5.3.4.Cathode Market Share for Li-ion in EVs (2015-2035)
5.3.5.Cathode Material Demand Forecast 2021-2035 (kg)
5.3.6.Price Assumptions
5.3.7.Critical Cathode Material Value Forecast 2021-2035 (US$)
5.3.8.Lithium
5.3.9.Lithium Introduction
5.3.10.Lithium resource split by country
5.3.11.Where is lithium used?
5.3.12.Outlook of lithium supply vs demand 2023-2035
5.3.13.Lithium Demand Forecast for EVs 2021-2035 (kg)
5.3.14.Cobalt
5.3.15.Introduction to Cobalt
5.3.16.Cobalt Production by Country 2020-2023
5.3.17.Questionable Cobalt Mining Practice
5.3.18.Cobalt Price Trend
5.3.19.Changing Intensity of Cobalt in Li-ion
5.3.20.Cobalt Demand Forecast for EVs 2021-2035 (kg)
5.3.21.Nickel
5.3.22.An Overview of Nickel
5.3.23.Nickel Mining by Country
5.3.24.Nickel Demand Forecast for EVs 2021-2035 (kg)
5.4.Anode Materials
5.4.1.Anode materials
5.4.2.Anode Material Demand Forecast for EVs 2021-2035 (kg)
5.4.3.Anode Material Prices
5.4.4.Anode Material Market Value Forecast for EVs 2021-2035 (US$)
5.4.5.Graphite
5.4.6.Introduction to Graphite
5.4.7.Comparing natural and synthetic graphite anodes
5.4.8.Synthetic vs natural graphite overview
5.4.9.Graphite Intensity by Battery Chemistry
5.4.10.Geographic breakdown of graphite anode suppliers
5.4.11.Graphite Demand Forecast for EVs 2021-2035 (kg)
5.4.12.Silicon
5.4.13.The promise of silicon
5.4.14.Value proposition of silicon anodes
5.4.15.The reality of silicon
5.4.16.Commercial silicon anode production
5.4.17.Current silicon use
5.4.18.Silicon and LFP
5.4.19.Silicon Demand Forecast for EVs 2021-2035 (kg)
5.5.Electrolytes, Separators, Binders, and Conductive Additives
5.5.1.What is in a Cell?
5.5.2.Introduction to Li-ion electrolytes
5.5.3.Electrolyte Technology Overview
5.5.4.Electrolyte market by region
5.5.5.Introduction to Separators
5.5.6.Polyolefin separators
5.5.7.Binders
5.5.8.Binders - aqueous vs non-aqueous
5.5.9.Conductive agents
5.5.10.Current Collectors in a Li-ion Battery Cell
5.5.11.Current collector materials
5.6.Total Battery Cell Materials Forecast
5.6.1.Battery Cell Material Demand Forecast for EVs 2021-2035 (kg)
5.6.2.Battery Cell Material Market Value Forecast for EVs 2021-2035 (US$)
6.CELL AND PACK DESIGN
6.1.Cell Types and Challenges
6.1.1.Cell Types
6.1.2.Cell Format Market Share
6.1.3.Li-ion Batteries: from Cell to Pack
6.1.4.Pack Design
6.1.5.Shifts in cell and pack design
6.1.6.Major Challenges in EV Battery Design Overview
6.2.Cell-to-pack, cell-to-chassis and Large Cell Formats: Designs and Announcements
6.2.1.Modular pack designs
6.2.2.What is Cell-to-pack?
6.2.3.Drivers and Challenges for Cell-to-pack
6.2.4.What is Cell-to-chassis/body?
6.2.5.Servicing/ Repair and Recyclability
6.2.6.EU Regulations and Recyclability
6.2.7.Methods for Materials Suppliers to Improve Sustainability for the OEM
6.2.8.BYD Blade Cell-to-pack
6.2.9.BYD Cell-to-body
6.2.10.CATL Cell-to-pack and Cell-to-chassis
6.2.11.CATL CTP 3.0
6.2.12.GM Ultium
6.2.13.Leapmotor Cell-to-chassis
6.2.14.LG Removing the Module
6.2.15.MG Cell-to-pack
6.2.16.Nio Hybrid Chemistry Cell-to-pack
6.2.17.Our Next Energy: Aeris
6.2.18.Stellantis Cell-to-pack
6.2.19.SVOLT - Dragon Armor Battery
6.2.20.SK On - S-Pack
6.2.21.Tesla cell-to-body
6.2.22.VW Cell-to-pack
6.2.23.Cell-to-pack and Cell-to-body Designs Summary
6.2.24.Gravimetric Energy Density and Cell-to-pack Ratio
6.2.25.Volumetric Energy Density and Cell-to-pack Ratio
6.2.26.Outlook for Cell-to-pack & Cell-to-body Designs
6.2.27.Electrode-to-pack
6.3.Energy Density and Material Utilization
6.3.1.Passenger Cars: Pack Energy Density (361 models)
6.3.2.Passenger Cars: Pack Energy Density Trends
6.3.3.Passenger Cars: Cell Energy Density Trends
6.3.4.Cell vs Pack Energy Density
6.3.5.Cell and Pack Energy Density Forecast 2020-2035 (Wh/kg)
6.3.6.Component Breakdown of a Battery Pack
6.3.7.Reduction of Pack Materials (kg/kWh)
7.PACK COMPONENTS
7.1.Thermal Interface Materials for EV Battery Packs
7.1.1.Introduction to Thermal Interface Materials for EVs
7.1.2.TIM pack and module overview
7.1.3.TIM Application - Pack and Modules
7.1.4.TIM Application by Cell Format
7.1.5.Key Properties for TIMs in EVs
7.1.6.Gap Pads in EV Batteries
7.1.7.Switching to Gap Fillers from Pads
7.1.8.Thermally Conductive Adhesives in EV Batteries
7.1.9.Material options and market comparison
7.1.10.TIM Chemistry Comparison
7.1.11.Gap Filler to Thermally Conductive Adhesives
7.1.12.Thermal Conductivity Shift
7.1.13.TCA Requirements
7.1.14.TIM demand per vehicle
7.1.15.TIM Forecast for EV Batteries 2021-2035 (kg)
7.1.16.Other Applications for TIMs
7.2.Cold Plates and Coolant Hoses
7.2.1.Thermal System Architecture
7.2.2.Coolant Fluids in EVs
7.2.3.Introduction to EV Battery Thermal Management
7.2.4.Battery Thermal Management Strategy by OEM
7.2.5.Battery Thermal Management Strategy Market Share
7.2.6.Thermal Management in Cell-to-pack Designs
7.2.7.Inter-cell Heat Spreaders or Cooling Plates
7.2.8.Advanced Cold Plate Design
7.2.9.Roll Bond aluminium Cold Plates
7.2.10.Examples of Cold Plate Design
7.2.11.Erbslöh Aluminum
7.2.12.Polymer Heat Exchangers?
7.2.13.Integrating the Cold Plate into the Enclosure
7.2.14.Cold Plate Suppliers (1)
7.2.15.Cold Plate Suppliers (2)
7.2.16.Cold Plate Suppliers (3)
7.2.17.Coolant Hoses for EVs
7.2.18.Coolant Hose Material
7.2.19.Alternate Hose Materials (1)
7.2.20.Alternate Hose Materials (2)
7.2.21.Alternate Hose Materials (3)
7.2.22.Thermal Management Component Mass Forecast 2021-2035 (kg)
7.3.Battery Enclosures
7.3.1.Battery Enclosure Materials and Competition
7.3.2.From Steel to Aluminium
7.3.3.Reducing Weight Further with Aluminum
7.3.4.Towards Composite Enclosures?
7.3.5.Composite Enclosure EV Examples (1)
7.3.6.Composite Enclosure EV Examples (2)
7.3.7.Projects for Composite Enclosure Development (1)
7.3.8.Projects for Composite Enclosure Development (2)
7.3.9.Alternatives to Phenolic Resins
7.3.10.Are Polymers Suitable Housings?
7.3.11.Envalior - Plastic Enclosure for HV Battery
7.3.12.Plastic Intensive Battery Pack from SABIC
7.3.13.Polymers Replacing Metals
7.3.14.SMC vs RTM/LCM
7.3.15.SMC for Battery Trays and Lids - LyondellBasell
7.3.16.Advanced Composites for Battery Enclosures - INEOS Composites
7.3.17.Polyamide 6-based Enclosure
7.3.18.Continental Structural Plastics - Honeycomb Technology
7.3.19.Composite Parts - TRB Lightweight Structures
7.3.20.Composites with Fire Protection
7.3.21.Other Composite Enclosure Material Suppliers (1)
7.3.22.Other Composite Enclosure Material Suppliers (2)
7.3.23.COOLBat Lightweight Battery Enclosures
7.3.24.EMI Shielding for Composite Enclosures
7.3.25.Challenges with Structural Batteries
7.3.26.Adding Fire Protection to Composite Parts
7.3.27.Metal Foams for Battery Enclosures?
7.3.28.Battery Enclosure Materials Summary
7.3.29.Energy Density Improvements with Composites
7.3.30.Cost Effectiveness of Composite Enclosures
7.3.31.Battery Enclosure Material Forecasts 2021-2035 (kg)
7.4.Pack Sealants
7.4.1.How to Seal an EV Battery Enclosure
7.4.2.Challenges with Sealing EV Batteries
7.4.3.Cure Mechanisms for Sealants
7.4.4.Determining the Sealing Approach
7.4.5.A Variety of Dispensed Materials Available
7.4.6.Players and Materials
7.4.7.Properties of Battery Sealants
7.4.8.Injection Molded Battery Seals
7.4.9.Tapes for Battery Sealing
7.4.10.Other Areas for Battery Sealants (Cold Plate Integration)
7.4.11.Other Areas for Battery Sealants (Tesla Structural Pack)
7.4.12.Sealant Quantity per Vehicle
7.4.13.EV Battery Sealants Forecast 2021-2035 (kg)
7.5.Fire Protection Materials
7.5.1.Thermal Runaway and Fires in EVs
7.5.2.Battery Fires and Related Recalls (automotive)
7.5.3.Automotive Fire Incidents: OEMs and Situations
7.5.4.EV Fires Compared to ICEs (1)
7.5.5.EV Fires Compared to ICEs (2)
7.5.6.Issues with EV and ICE Fire Comparisons
7.5.7.Severity of EV Fires
7.5.8.EV Fires: When do They Happen?
7.5.9.Regulations
7.5.10.What are Fire Protection Materials?
7.5.11.Thermal Runaway in Cell-to-pack
7.5.12.Thermally Conductive or Thermally Insulating?
7.5.13.Fire Protection Materials: Main Categories
7.5.14.Material Comparison
7.5.15.Density vs Thermal Conductivity - Thermally Insulating
7.5.16.Density vs Thermal Conductivity - Cylindrical Cell Systems
7.5.17.Material Market Shares 2023
7.5.18.Fire Protection Materials Forecast 2019-2035 (kg)
7.5.19.Fire Protection Materials
7.6.Compression Pads/Foams
7.6.1.Compression Pads/foams
7.6.2.Polyurethane Compression Pads
7.6.3.Rogers Compression Pads
7.6.4.Compression and Fire Protection (1)
7.6.5.Compression and Fire Protection (2)
7.6.6.Saint-Gobain
7.6.7.Players in Compression Pads/foams
7.6.8.Example use in EVs: Ford Mustang Mach-E
7.6.9.Compression Pads/foams Forecast 2021-2035 (kg)
7.7.Cell Electrical Insulation
7.7.1.Inter-cell Electrical Isolation
7.7.2.Films for Electrical Insulation
7.7.3.Avery Dennison - Tapes for Batteries
7.7.4.Dielectric Coatings
7.7.5.Insulation Materials Comparison
7.7.6.Insulating Cell-to-cell Foams
7.7.7.Inter-cell Electric Isolation Forecast 2021-2035 (kg)
7.8.Electrical Interconnects and Insulation
7.8.1.Introduction to Battery Interconnects
7.8.2.Aluminum vs Copper for Interconnects
7.8.3.Busbar Insulation Materials
7.8.4.Tesla Model S P85D
7.8.5.Nissan Leaf 24kWh: Cell Connection
7.8.6.Nissan Leaf 24kWh
7.8.7.BMW i3 94Ah
7.8.8.Hyundai E-GMP
7.8.9.VW ID4
7.8.10.Tesla 4680
7.8.11.Material Quantity in Battery Interconnects: kg/kWh Summary
7.8.12.Electrical Interconnects: Aluminum, Copper, and Insulation Forecast 2021-2035 (kg)
7.9.Battery Pack Materials Forecasts
7.9.1.Battery Pack Material Demand Forecast for EVs 2021-2035 (kg)
7.9.2.Battery Pack Materials Price Assumptions
7.9.3.Battery Pack Material Market Value Forecast for EVs 2021-2035 (US$)
8.BATTERY MATERIAL/STRUCTURE EXAMPLES
8.1.Examples: Automotive
8.1.1.Audi e-tron
8.1.2.Audi e-tron GT
8.1.3.BMW i3
8.1.4.BYD Blade
8.1.5.CATL CTP 3.0
8.1.6.Chevrolet Bolt
8.1.7.Faraday Future FF91
8.1.8.Ford Mustang Mach-E/Transit/F150 battery
8.1.9.Honda 0 Series
8.1.10.Hyundai Kona
8.1.11.Hyundai E-GMP
8.1.12.Jaguar I-PACE
8.1.13.Kia EV9 (GMP)
8.1.14.Mercedes EQS
8.1.15.MG ZS EV
8.1.16.MG Cell-to-pack
8.1.17.Porsche Taycan
8.1.18.Rimac Technology
8.1.19.Rivian R1T
8.1.20.Tesla Model 3/Y Cylindrical NCA
8.1.21.Tesla Model 3/Y Prismatic LFP
8.1.22.Tesla Model S P85D
8.1.23.Tesla Model S Plaid
8.1.24.Tesla 4680 Pack
8.1.25.Tesla Cybertruck
8.1.26.Toyota Prius PHEV
8.1.27.Toyota RAV4 PHEV
8.1.28.VW MEB Platform
8.2.Examples: Heavy Duty, Commercial Vehicles, and Other Vehicles
8.3.Akasol (BorgWarner)
8.4.MAN BatteryPack
8.5.Microvast & REE
8.6.John Deere (Kreisel)
8.7.Romeo Power
8.8.Superbike Battery Holder
8.9.Vertical Aerospace
8.10.Voltabox
8.11.Xerotech
8.12.XING Mobility
8.13.XING Mobility Cell-to-pack and Cell-to-chassis
9.FORECASTS AND ASSUMPTIONS
9.1.EV Materials Forecast: Methodology & Assumptions
9.2.IDTechEx Model Database
9.3.Average Battery Capacity Forecast: Car, 2W, 3W, Microcar, Bus, Van, and Truck
9.4.EV Battery Demand Market Share Forecast (GWh)
9.5.Cathode Material Demand Forecast 2021-2035 (kg)
9.6.Price Assumptions
9.7.Critical Cathode Material Value Forecast 2021-2035 (US$)
9.8.Anode Material Demand Forecast for EVs 2021-2035 (kg)
9.9.Anode Material Prices
9.10.Anode Material Market Value Forecast for EVs 2021-2035 (US$)
9.11.Battery Cell Material Demand Forecast for EVs 2021-2035 (kg)
9.12.Battery Cell Material Market Value Forecast for EVs 2021-2035 (US$)
9.13.Battery Pack Material Demand Forecast for EVs 2021-2035 (kg)
9.14.Battery Pack Materials Price Assumptions
9.15.Battery Pack Material Market Value Forecast for EVs 2021-2035 (US$)
9.16.Total Battery Cell and Pack Materials Forecast by Material 2021-2035 (kg)
9.17.Total Battery Cell and Pack Materials Forecast by Vehicle Type 2021-2035 (kg)
9.18.Total Battery Cell and Pack Materials Market Value Forecast 2021-2035 (US$)
 

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슬라이드 383
전망 2035
게시 Dec 2024
 

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