<2024년> LIB 열 관리 및 열폭주 방지관련 모듈 팩 기술 개발 동향 및 시장 전망 (-2035년)

Although the recent slump in electric vehicle sales has slowed things down a bit, the optimistic outlook for the electric vehicle industry remains.

As each country strengthens its carbon emissions, automakers will not be able to afford the penalties imposed by the regulations unless they sell electric vehicles. Therefore, it is clear that the transition to electric vehicles will continue. However, since consumers cannot lightly overlook the various negative views of buyers regarding electric vehicles, electric vehicle manufacturers have issues to solve, such as easy charging, long driving range, and safety from battery fires. In particular, the issue of electric vehicle battery fires is not a simple technical issue, but rather an important issue directly related to social safety, so it cannot help but be thoroughly verified.

The EU executive is planning to implement a new battery regulation in 2026, and the core of this is the Battery Passport. Therefore, battery manufacturers also need to strengthen battery safety and transparency to respond to international regulations. Accordingly, this report will examine recent technology trends in battery modules and packs for electric vehicles, and in particular, examine the response measures and technologies of each manufacturer related to thermal runaway.

This report not only explains the basic concepts of secondary battery packs and the basic concepts of thermal management, but also describes the battery pack structure, development trends, and battery pack components, and also analyzes and summarizes the development status of battery packs according to the major OEM platforms, major EV electric vehicle battery pack specifications, trends in battery thermal runaway response technologies, and a detailed description of the thermal runaway prevention solution (Thermal Runaway Barrier), introduces major battery pack component companies and thermal management, thermal runaway companies, and provides an outlook on the EV market, pack market, and thermal management material market. The last chapter covers the current status and cases of related battery pack patent trends.

Strong Points of This Report:

• 1. Easy to understand explanation of basic concepts of battery packs and battery pack thermal management
• 2. Easy to understand pack technology trends of major OEMs such as VW, Hyundai, GM, CATL, BYD, LGES, Skon, Tesla, and NiO
• 3. Summary of major EV battery pack specifications (usable battery pack capacity) and detailed analysis of sales price and energy density
• 4. Detailed analysis of battery thermal runaway response technology trends and prevention solutions that have recently emerged as issues
• 5. Detailed information on development trends of domestic and foreign battery pack component manufacturers and thermal runaway companies
• 6. EV market outlook, pack market outlook, and pack thermal management material market outlook
• 7. Understanding pack patent trends through patent cases in pack structural safety, thermal runaway, and CTP fields

VISUALS

Table of Contents

1. Battery pack concept and definition

• 1.1. Basic concept of battery pack
  • Meaning of battery pack in electric vehicles
  • Meaning of battery cell, battery module, and battery pack
  • Electric vehicle platform and pack, module
  • Basic configuration of pack in electric vehicle platform
  • Cell and module connection method (Serial / Parallel)
  • Battery capacity / Usable energy in battery
  • Meaning of battery SOC, SOH, DOD
  • Battery charge/discharge (C-rate)
  • Battery pack specification
• 1.2. Thermal management of battery pack
  • Pack thermal management method
  • Optimal pack thermal management (design factor)
  • Cooling and heating method of pack

2. Battery pack structure and development trends

• 2.1. Battery pack structure
  • Pack structure (Exploded view)
• 2.2. Battery pack components
  • Pack housing material
  • Battery housing application status by xEV vehicle type (Cover, Tray)
  • Pack Sealing Gasket
  • Pack Integrity and Validation (CAE, IP test)
  • CMA (Cell Module Assembly) structure (prismatic, pouch, cylindrical type)
  • CMA Cover
  • Compression pad
  • Cooling system Type 1
  • Cooling system Type 2
  • Cooling system Type 3
  • Cooling system Type 4
  • TIM(Thermal Interface Material) configuration and characteristics by material
  • TIM(Thermal Interface Material) for module
  • BMS(Battery Management System) structure and characteristics
  • PRA (Power Relay Assembly)
  • MSD (Manual Service Disconnector)
  • HVIL connector (High Voltage Interlock connector)
  • Sensors (Temperature and current sensors)
• 2.3. Battery pack development status by OEM platform
  • Concept change of pack by EV platform
  • Pack features by EV platform
  • VW's MEB platform
  • Hyundai Motor's E-GMP platform
  • GM's Ultium platform
  • Technology trends of module-free battery packs
  • CATL, BYD's CTP Technology
  • LGES's CTP Technology
  • SK on's CTP Technology
  • Tesla's New structural battery pack (Cell to Vehicle)
  • Application of Hybrid Battery Pack (NIO NCM-LFP battery cell CTP)
  • Application of Hybrid Battery Pack (CATL AB battery Pack)

3. Electric vehicle battery pack specification analysis and summary

• 3.1. Electric vehicle battery pack specification analysis
• 3.2. EV battery cell and pack sales price forecast
• 3.3. Passenger car electric vehicle battery pack average capacity (kWh)
• 3.4. Electric vehicle battery pack energy density analysis (kWh/kg)
• 3.5. Electric vehicle battery pack usable energy analysis
• 3.6. Weight ratio of major battery pack components
• 3.7. Cost composition of major battery pack components
• 3.8. Summary of major EV battery pack specifications 1
• 3.9. Summary of major EV battery pack specifications 2
• 3.10. Summary of major EV battery pack specifications 3 (Usable battery pack capacity)

4. Battery thermal runaway response technology trends

• 4.1. Thermal runaway phenomenon and causes
• 4.2. The need for battery pack flame retardancy
• 4.3. Thermal runaway prevention solutions (Thermal Runaway Barrier)
  • TP (Thermal Propagation) prevention measures
  • TBA (Thermal Barrier Assembly) applied inside the module
  • TBA (Thermal Barrier Assembly) applied outside the module
  • Characteristics by TP material
  • TP solutions at module and pack levels: Venting technology
  • Two types of battery pack venting solutions (Level 1, Level 2)
  • General design of battery pack venting (Level 1, Level 2)
  • Vent application for De-gas at cell, module and pack level
  • Key design and performance considerations
  • Product requirements: Level 1, Level 2 venting
  • Test requirements
  • Benchmark case analysis
  • Insulating materials for Thermal Barriers that can replace Mica
  • Mica material properties
  • TRP Paper product properties
  • Other alternative materials

5. Battery Pack Major Component Suppliers

• 5.1. Battery Pack Component Manufacturers (Global / Domestic)
  • KET
  • Younghwa Tech
  • LS EV Korea
  • WOORY INDUSTRIAL
  • Hyunwoo Industrial
  • YURA CORPORATION
  • Kyungshin
  • Mobase Electronics (Seoyeon Electronics)
  • Aluco
  • Hanon Systems
  • Saint-Gobain PPL
  • INZI CONTROLS
  • SEBANG GLOBAL BATTERY
• 5.2. Thermal management material manufacturers
  • Alkegen
  • Morgan
  • Rogers
  • Laird
  • ASPEN
  • Pamica
  • Glory

6. EV & Pack Market Outlook

• 6.1. EV market outlook
  • Global passenger EV market outlook by BEV/PHEV
  • Global xEV battery demand and outlook
  • Global EV battery cell and pack market size
  • Outlook by global EV major maker
• 6.2. Pack market outlook
  • Pack market size and outlook for electric vehicles
• 6.3. Pack component market outlook
  • Market size outlook for electric vehicle pack components
• 6.4. Pack material market outlook
  • Market size outlook for pack housing materials
  • Market size outlook for pack thermal management materials
  • Market size outlook for TP solution materials
  • Market size outlook for cell-to-cell structure materials
• 6.5. Market size outlook for thermal management materials

7. Pack Patent Trends

• 7.1. Status of domestic battery company patent applications
• 7.2. Domestic battery company patent cases
  • Patent cases in the field of pack structural safety
  • Patent cases in the field of pack thermal runaway
  • Patent cases in the field of pack CTP