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Shangpu Consulting: Market Status Analysis and Development Opportunities of Lithium Battery Pole Sheet Industry in 2023

2024-07-18 10:32:26 Source: Champ Consulting Visits:0

1. Industry Overview

Lithium battery pole piece refers to the positive electrode material or negative electrode material coated on aluminum foil or copper foil, and after drying, compaction, cutting and other processes made of thin sheet. Lithium battery pole piece is the core component of lithium battery, its performance and quality directly affect the comprehensive performance of lithium battery, such as capacity, cycle life, safety and so on.

At present, the common lithium battery pole pieces mainly have the following types:

lithium cobalt oxide(LCO)Pole piece: mainly used in3CIn the field of consumer electronics, it has the advantages of high energy density, high working voltage, high rate performance, etc., but the cost is high and the safety is poor.

lithium iron phosphate(LFP)Pole piece: It is mainly used in the field of new energy vehicles and energy storage. It has the advantages of good safety, long cycle life, non-toxic and pollution-free, but the energy density is low and the temperature characteristics are poor.

lithium manganate(LMO)Pole piece: It is mainly used in the field of power tools and low-end new energy vehicles. It has the advantages of low cost and medium cycle life, but it has poor safety and is prone to capacity attenuation.

ternary material(NCM/NCA)Pole piece: mainly used in the field of high-end new energy vehicles, with high energy density, high working voltage, cycle life and other advantages, but the cost is high, poor safety.

2. market size

According to data from the Champ Consulting Group,2023The market size of China's lithium battery pole piece will reach about2000Billion yuan, year-on-year growth of about40%. Among them, the market size of power lithium battery pole pieces will reach about1400Billion yuan, year-on-year growth of about50%The market size of consumer lithium battery pole pieces will reach about400Billion yuan, year-on-year growth of about20%; energy storage lithium battery pole market size will reach about200Billion yuan, year-on-year growth of about60%。

The rapid growth of the market size is mainly due to the following factors:

The new energy vehicle market continues to expand.According to data from the Champ Consulting Group,2023The production and sales of new energy vehicles in China will reach about600million and58010,000 vehicles, up about40%. The popularity of new energy vehicles has promoted the growth of demand for power-based lithium batteries, which has led to the expansion of the market scale of lithium battery pole pieces.

The energy storage market ushered in an outbreak.According to data from the Champ Consulting Group,2023The installed capacity of China's energy storage market will reach about30GWh, a year-on-year increase of about100%. The outbreak of the energy storage market mainly benefits from the rapid development of application scenarios such as complementary scenery, grid peaking, distributed energy storage, and the state's policy support and subsidy incentives for the energy storage industry. The rapid growth of the energy storage market has driven the demand for energy storage lithium batteries, thus promoting the expansion of the market scale of lithium battery pole pieces.

3CThe consumer electronics market is growing steadily.According to data from the Champ Consulting Group,2023China's smartphone shipments will reach about4.2billion units, a year-on-year increase of about10%; Chinese tablet shipments will reach approx.300010,000 units, up about5%; China's notebook shipments will reach approx.700010,000 units, up about15%。3CThe steady growth of the consumer electronics market has led to the growth of demand for consumer lithium batteries, which has contributed to the expansion of the market size of lithium batteries.

3. product structure

According to data from the Champ Consulting Group,2023China lithium battery pole product structure will present the following characteristics:

Ternary material pole piece accounted for the highest proportion, reaching about.50%. The ternary material pole piece is mainly used in the field of high-end new energy vehicles, with the new energy passenger car for high energy density, high range of demand, as well as the state of the ternary material subsidy policy adjustment, the market demand for ternary material pole piece will continue to grow. At the same time, with the continuous progress of ternary material technology and the continuous reduction of cost, ternary material pole pieces will also have more application opportunities in other fields.

Lithium iron phosphate pole piece accounted for the second, reaching about.35%. Lithium iron phosphate pole pieces are mainly used in new energy buses, logistics vehicles, low-speed vehicles and other fields, as well as scenic energy storage, communication energy storage and other fields. Lithium iron phosphate pole piece has the advantages of good safety, long cycle life, non-toxic and non-polluting, and has a strong competitiveness in these fields. At the same time, with the continuous innovation and improvement of lithium iron phosphate technology, lithium iron phosphate pole pieces have also improved in terms of energy density and temperature characteristics, and are expected to gain more market share in more fields.

Lithium cobalt oxide pole piece accounted for the third, reaching about.10%. Lithium cobalt oxide pole piece is mainly used in3CIn the field of consumer electronics, it has the advantages of high rate performance, high working voltage, high voltage real density, etc., and has strong stability and reliability in this field. However, due to the high cost of lithium cobalt oxide pole pieces, poor safety, prone to capacity decay and other shortcomings, its market demand will be extruded and replaced by ternary material pole pieces, the market share will gradually decline.

Lithium manganese acid pole piece accounted for the lowest proportion, reaching about.5%. Lithium manganate pole pieces are mainly used in the field of power tools and low-end new energy vehicles, with low cost, cycle life and other advantages, but poor safety, prone to thermal runaway and other shortcomings, its market demand will be affected by the competition and substitution of lithium iron phosphate pole pieces, market share will gradually decline.

4. competition pattern

According to data from the Champ Consulting Group,2023The competitive landscape of China's lithium battery pole film industry will present the following characteristics:

The industry is highly concentrated, with the top ten companies accounting for about70%market share. Among them, Ningde Times, BYD, Guoxuan Gaoke, Lishen Battery and other enterprises in the forefront, respectively, occupy about15%、10%、8%、7%market share. These companies have strong technical strength, brand influence, channel advantages and customer resources, and can provide high-performance, high quality, and high-stability lithium battery pole products to meet the needs of different fields and different customers.

Industry competition is fierce, small and medium-sized enterprises are facing greater pressure. With the expansion of the scale of the industry and the improvement of technical standards, the lithium battery pole film industry has put forward higher requirements on the capital investment, technological innovation, quality management and so on. Due to the small scale, weak technology and weak brand, small and medium-sized enterprises are difficult to compete with large enterprises and face the risk of being eliminated or merged.

Industry cooperation is strengthened and the industrial chain is developing in synergy. In order to respond to market changes and customer needs, lithium battery companies and upstream and downstream companies have strengthened their cooperative relations and realized the coordinated development of the industrial chain. For example, Ningde Times has reached a strategic partnership with Tesla to provide it with ternary material pole pieces, BYD has reached a strategic partnership with Foxconn to provide it with lithium iron phosphate pole pieces, and Guoxuan Gaoke has reached a strategic partnership with Huawei to provide it with energy storage lithium battery pole pieces.

5. trends and opportunities

According to the analysis of Shangpu Consulting Group, the future lithium battery pole film industry will present the following development trends and opportunities:

Technological innovation continues to advance, product performance continues to improve. With the continuous improvement of the performance requirements of lithium battery pole pieces in the fields of new energy vehicles and energy storage, lithium battery pole piece enterprises will increase the investment and intensity of technological innovation, and improve the energy density, cycle life, safety and other performance indicators of lithium battery pole pieces by improving material formula, coating process, cutting process, etc., to meet the needs of the market and customers.

The market demand continues to grow and the product structure is constantly optimized. With the rapid development of new energy vehicles, energy storage and other fields, the market demand for lithium battery pole pieces will continue to grow.2025China's lithium battery pole market size will reach about4000Billions of dollars. At the same time, with the continuous improvement of customers' quality requirements for lithium battery pole pieces, the product structure of lithium battery pole pieces will continue to be optimized, the market share of high-end products will gradually increase, and the market share of low-end products will gradually decrease.

Industry integration is accelerating and industrial clusters are gradually forming. With the intensification of industry competition and the improvement of industry standards, the lithium battery pole film industry will accelerate the integration, the dominant enterprises will expand the scale and enhance the strength through mergers and acquisitions, cooperation and other ways, and the weak enterprises will be eliminated or acquired. At the same time, with the coordinated development of the industrial chain and the guidance of regional policies, the lithium battery pole film industry will gradually form industrial clusters represented by Jiangsu, Guangdong, Zhejiang and other places to achieve resource sharing and efficiency improvement.

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