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LIB 4´ë¼ÒÀç SCMºÐ¼® ¹× ÁßÀå±â ½ÃÀåÀü¸Á (2025.H1)

<2025.H1> LIB 4 Major Materials Market and SCM Analysis

¹ßÇàÀÏ: | ¸®¼­Ä¡»ç: SNE Research | ÆäÀÌÁö Á¤º¸: ¿µ¹® ¶Ç´Â ±¹¹® - 174 Pages | ¹è¼Û¾È³» : 1-2ÀÏ (¿µ¾÷ÀÏ ±âÁØ)

    
    
    



1. ¼­ ·Ð

¸®Æ÷Æ® °³¿ä

º» ¸®Æ÷Æ®´Â 2024³â ¹Ý±âº°(H1/H2) ¸®Æ¬À̿ ÀÌÂ÷ÀüÁö(LIB) ½ÃÀå ¹× °ø±Þ¸Á °ü¸®(SCM) ÇöȲÀ» ºÐ¼®Çϰí, 2025³â »ó¹Ý±â 4´ë ¼ÒÀç(¾ç±ØÀç, À½±ØÀç, ÀüÇØ¾×, ºÐ¸®¸·)ÀÇ ½ÃÀå µ¿ÇâÀ» Á¾ÇÕÀûÀ¸·Î °ËÅäÇÏ´Â °ÍÀ» ¸ñÀûÀ¸·Î ÇÕ´Ï´Ù.

¸®Æ¬À̿ ÀÌÂ÷ÀüÁö(LIB) °³¿ä

¸®Æ¬À̿ ÀÌÂ÷ÀüÁö (LIB)´Â ÈÞ´ë¿ë ÀüÀÚ±â±â, Àü±âÂ÷(EV), ¿¡³ÊÁö ÀúÀå ½Ã½ºÅÛ(ESS) µî ´Ù¾çÇÑ ºÐ¾ß¿¡¼­ ±¤¹üÀ§ÇÏ°Ô »ç¿ëµÇ´Â ¿¡³ÊÁö ÀúÀå ÀåÄ¡ÀÌ´Ù. LIBÀÇ ÇÙ½É ±¸¼º ¿ä¼Ò´Â ¾ç±ØÀç, À½±ØÀç, ÀüÇØ¾×, ºÐ¸®¸·À¸·Î, À̵é 4´ë ¼ÒÀçÀÇ Ç°Áú°ú ¼º´ÉÀÌ ¹èÅ͸®ÀÇ È¿À²°ú ¼ö¸íÀ» °áÁ¤Áþ½À´Ï´Ù.

4´ë ¼ÒÀçÀÇ Á߿伺

¾ç±ØÀç, À½±ØÀç, ÀüÇØ¾×, ºÐ¸®¸·Àº °¢°¢ ¸®Æ¬ÀÌ¿ÂÀÇ ÀúÀå ¹× À̵¿, Àü±âÀû Ư¼º, ¾ÈÁ¤¼º µî¿¡ Á÷Á¢ÀûÀÎ ¿µÇâÀ» ¹ÌÄ¡¸ç, °¢ ¼ÒÀçÀÇ Á¶¼º°ú Ư¼º¿¡ µû¶ó ¹èÅ͸®ÀÇ ¼º´É°ú °¡°ÝÀÌ ´Þ¶óÁø´Ù. µû¶ó¼­ ÀÌµé ¼ÒÀçÀÇ ½ÃÀå µ¿Çâ ¹× °ø±Þ¸Á »óŸ¦ ÆÄ¾ÇÇÏ´Â °ÍÀº LIB »ê¾÷ÀÇ ¼º°øÀûÀÎ Àü·« ¼ö¸³¿¡ ÇʼöÀûÀÔ´Ï´Ù.

2. 2024³â ¸®Æ¬À̿ ÀÌÂ÷ÀüÁö ½ÃÀå °³¿ä

½ÃÀå ±Ô¸ð ¹× ¼ºÀå·ü

2024³â »ó¹Ý±â ¸®Æ¬À̿ ÀÌÂ÷ÀüÁö ½ÃÀåÀº ÃâÇÏ·® ±âÁØÀ¸·Î Àü³â µ¿±â ´ëºñ ¾à 23% ¼ºÀåÇÏ¿© ¾à Pack±âÁØ 515¾ï ´Þ·¯ ±Ô¸ð¿¡ ´ÞÇß½À´Ï´Ù.. Àü±âÂ÷ ¼ö¿ä ¼ºÀå¼¼°¡ µÐÈ­µÆÁö¸¸ Àç»ý¿¡³ÊÁö ÀúÀå ½Ã½ºÅÛ (ESS) È®»êÀÌ ÁÖ¿ä ¼ºÀå ¿äÀÎÀ¸·Î ÀÛ¿ëÇÏ¿´½À´Ï´Ù.

ÁÖ¿ä ½ÃÀå µ¿Çâ

±×µ¿¾È ÁÖ¿ä ±â¾÷µéÀº »ý»ê´É·Â È®Ãæ°ú ´õºÒ¾î ±â¼ú Çõ½Å¿¡ ÁýÁßÇÏ¿´À¸¸ç, ƯÈ÷ °íÀü¾Ð¡¤°í¿¡³ÊÁö¹Ðµµ ¹èÅ͸®¿Í °í¼Ó ÃæÀü ±â¼úÀÌ ÁÖ¸ñ¹Þ¾Ò´Ù. ´õºÒ¾î ¿ø°¡°³¼± ¹× °¡°Ý°æÀï·Â Á¦°í ¿ä±¸¿¡ µû¶ó »ó´ëÀûÀ¸·Î Àú·ÅÇÑ LFP ¹èÅ͸® ä¿ëÀÌ ´Ã¾î³µ°í, LFPÀÇ ´ÜÁ¡À» º¸¿ÏÇϱâ À§ÇÑ ½Ãµµ (LMFP µî)°¡ CATL µî ´Ù¼öÀÇ ¸®µù ¾÷ü¿¡¼­ ÀÌ·ç¾îÁ³½À´Ï´Ù.

±× ¹Û¿¡ ±Þ¼ÓÃæÀü ±â¼ú ¹× °íÀü¾Ð, °í¼º´É ¹èÅ͸® ±â¼ú °³¹ßÀÌ È°¹ßÈ÷ ÀÌ·ç¾îÁ³À¸¸ç, 25³â ÇϹݱâ 4680 Àû¿ë º»°Ý ½ÃÀÛÀ» ÅëÇÑ ÀüÁö ÄÚ½ºÆ® ¹× ¿­ ¾ÈÁ¤¼º °³¼± Á¦Ç° Ãâ½Ã°¡ ±â´ëµÇ°í ÀÖ½À´Ï´Ù.

LIB ÁÖ¿ä ¾÷ü ÇöȲ

±¹³» 3»çÀÇ EV/ESS ¹èÅ͸® Á¡À¯À²Àº Àü³â ´ëºñ 8%p Ç϶ôÇÑ 15.6%(207GWh)¸¦ ±â·ÏÇß½À´Ï´Ù.. 2023³â¿¡´Â Àüü 1050GWh °¡¿îµ¥ ±¹³» 3»ç°¡ 252GWh·Î, 24%¸¦ Â÷ÁöÇÑ ¹Ù ÀÖ½À´Ï´Ù. 2024³â ½ÃÀå Á¡À¯À²Àº Àü³â ´ëºñ 8%Æ÷ÀÎÆ® °¨¼ÒÇß°í ÆÇ¸Å·®Àº 17.8% ÁÙ¾ú½À´Ï´Ù.

LG¿¡³ÊÁö¼Ö·ç¼ÇÀº Àü³â ´ëºñ 6% (128GWh) Ç϶ôÇϸç 3À§¸¦ ±â·Ï, »ï¼ºSDI´Â 17% (48GWh) Ç϶ôÇϸç 4À§¿¡¼­ 7À§·Î ¶³¾îÁ³½À´Ï´Ù. ¶ÇÇÑ SK onÀº Àü±âÂ÷OEMÀÇ ÆÇ¸Å ¿¬±â µîÀ¸·Î ÀÛ³â -46% (31GWh)ÀÇ ¼ºÀå·üÀ» ±â·ÏÇϸç 10À§·Î Å« ÆøÀÇ ¿ª¼ºÀåÀ» ±â·ÏÇÏ¿´½À´Ï´Ù.

Áß±¹ÀÇ CATLÀº Àü³â µ¿±â ´ëºñ 24%(474GWh) ¼ºÀå·ü·Î ±Û·Î¹ú 1À§ ÀÚ¸®¸¦ °ß°íÈ÷ À¯ÁöÇß½À´Ï´Ù.. BYD´Â Àü±âÂ÷ 4¹é¸¸´ë ÀÌ»óÀÇ ¾ÐµµÀûÀÎ 1À§ ÆÇ¸Å·®À» º¸À̸ç 23%(192GWh) ¼ºÀå·ü·Î ±Û·Î¹ú 2À§¸¦ ±â·ÏÇß½À´Ï´Ù.. ±× ¹Û¿¡ EVE°¡ ESS ½ÃÀå¿¡¼­ 50GWh ³Ñ´Â ÆÇ¸Å¸¦ ±â·ÏÇϸç 92.8%(80.4GWh) ¼ºÀåÇϸç 4À§¿¡ ¿Ã¶ó¼¹´Ù. CALB´Â 52%(64GWh) ¼ºÀåÇϸç 5À§¿¡ ¿Ã¶ó¼¹´Ù. GuoxuanÀÌ 61%(50GWh) ¼ºÀåÀ¸·Î 6À§¸¦ Sunwoda°¡ 125%(34GWh) ¼ºÀåÀ¸·Î 9À§¸¦ ±â·ÏÇÏ¿´½À´Ï´Ù.

ÀϺ» ¾÷ü Áß À¯ÀÏÇÏ°Ô Top 10¿¡ À̸§À» ¿Ã¸° PanasonicÀº 2024³â ¹èÅ͸® »ç¿ë·® 42GWh¸¦ ±â·ÏÇϸç 5À§¿¡¼­ 8À§·Î ¶³¾îÁö¸ç Àü³â ´ëºñ 5% ¿ª¼ºÀåÇß½À´Ï´Ù.

±Û·Î¹ú ½ÃÀåÀÇ º¯È­¿Í Àü¸Á

ÇâÈÄ IRA¹ý, À¯·´¿øÀÚÀç¹ýÀÌ ½ÃÇàµÊ¿¡ µû¶ó ±Þ¼ÓÈ÷ È®´ë°¡ ¿¹»óµÇ´Â ¹Ì±¹, À¯·´ ½ÃÀå¿¡¼­ ÇÑ¡¤Áß¡¤ÀÏ ¹èÅ͸® ¾÷üµéÀÇ ÇöÁö ÁøÃâ°ú ÇÔ²² 4´ë ¼ÒÀç ¾÷üµéµµ µ¿¹Ý ÁøÃâÇϰųª ÇÕÀÛȸ»ç ÇüÅ·ΠÁøÃâÇϰí ÀÖ½À´Ï´Ù. ¶ÇÇÑ ±Û·Î¹ú ÀÚµ¿Â÷ OEM°úÀÇ Á÷Á¢ °è¾à Çü½Äµµ µîÀåÇϰí ÀÖ½À´Ï´Ù. ÇâÈÄ ÀÌ ½ÃÀåÀ» ¼±Á¡ÇÏ´Â ¼ÒÀç ¾÷ü°¡ ¾÷°è ±¸µµ¸¦ »õ·ÎÀÌ ÀçÆíÇÒ °ÍÀ¸·Î Àü¸ÁµÈ´Ù.

3. ¸®Æ÷Æ® ±¸¼º

2024³â LIB ¹× 4´ë¼ÒÀç ½ÃÀå »ó¼¼ ºÐ¼®

º» ¸®Æ÷Æ®´Â Å©°Ô ¼¼ ¿µ¿ªÀ¸·Î ±¸ºÐµÇ¾î ÀÖ½À´Ï´Ù. ù ¹øÂ° ¿µ¿ª¿¡¼­´Â ¸®Æ¬À̿ ÀÌÂ÷ÀüÁö Àü¹æ ½ÃÀå¿¡ °üÇÑ 2023³â 1ºÐ±â-2024³â 1ºÐ±â ºÐ¼®°ú ¿¬°£ Àü¸ÁÀ» ´Ù·é´Ù. ¼ÒÇü CE ÀüÁö, Áß´ëÇü Àü±âÂ÷(xEV) ¹× Àü·ÂÀúÀåÀåÄ¡(ESS)¿ëÀ» ºñ·ÔÇÑ °¢ Áö¿ªº° Àü¼¼°è ¸®Æ¬À̿ ÀÌÂ÷ÀüÁö ½ÃÀå ÇöȲ°ú ´õºÒ¾î SNEÀÇ ½Ã°¢ÀÌ ´ã±ä 2025³â ¿¬°£ Àü¸Á°ú ÁßÀå±â Àü¸ÁÀ» ´ã¾Ò´Ù.

µÎ ¹øÂ° ¿µ¿ª¿¡¼­´Â ÇÑ¡¤Áß¡¤ÀÏ ¸®Æ¬À̿ ÀÌÂ÷ÀüÁö ¼ÒÀç °ü·Ã Á¦Á¶¾÷üµé¿¡ ´ëÇÑ »ó¼¼ ºÐ¼®À» Á¦°øÇÕ´Ï´Ù. ±Û·Î¹ú Á¦Á¶»çµéÀÇ »ý»ê´É·Â°ú °ø±Þ·®À» ´Ù·ç¸ç, °¢ ¼ÒÀ纰 °ø±Þ¸Á (SCM)¿¡ ´ëÇÑ »ó¼¼ ³»¿ëÀ» ´ã¾Ò´Ù. ¶ÇÇÑ 2020³âµµºÎÅÍ 2024³â 1ºÐ±â±îÁöÀÇ °¢ ¼ÒÀç ¹× ¿øÀç·á °¡°Ý µ¿Çâ¿¡ ´ëÇØ ºÐ¼®ÇßÀ¸¸ç, 2024³â ¿¬°£ Àü¸Á ¹× 2025³â ¿¬°£ Àü¸Á ÀλçÀÌÆ®¸¦ Á¦°øÇÕ´Ï´Ù.

¸¶Áö¸·À¸·Î, °¢ ¼ÒÀ纰 ´ëÇ¥ ¾÷ü¸¦ ÇÑ¡¤Áß¡¤ÀÏ·Î ±¸ºÐÇÏ¿© »ç¾÷ÀÌ·Â ¹× ÇöȲ, Á¦Ç°Á¤º¸ µî¿¡ °üÇÑ ³»¿ëÀ» ºÐ¼®Çϰí ÁÖ¿ä ¸ÞÀÌÀú Top10 ¾÷üµéÀÇ ÇöȲÀ» »ó¼¼È÷ ºÐ¼®ÇÏ¿´½À´Ï´Ù.

4. º» ¸®Æ÷Æ®ÀÇ °­Á¡

(1) ÃÖ±Ù ½ÃÀå µ¿Çâ ¹× Æ®·»µå ÆÄ¾Ç:

LIB 4´ë ¼ÒÀç ½ÃÀåÀÇ ¼ö¿ä ¹× ¾÷üº° ½ÇÀûÀ» Æ÷ÇÔÇÑ ±Û·Î¹ú ½ÃÀå µ¿Çâ ¹× ÁÖ¿ä Æ®·»µå¸¦ ÆÄ¾ÇÇÒ ¼ö ÀÖ½À´Ï´Ù. ¼ÒÀç ŸÀÔº°/Áö¿ªº°/Applicationº° ºÐ·ù¸¦ ÅëÇØ »ó¼¼ ºÐ¼®ÀÌ °¡´ÉÇÏ´Ù.

(2) ÁÖ¿ä °ø±Þ»ç ¹× ¼ö¿ä ºÐ¼®:

LIB 4´ë¼ÒÀç ½ÃÀåÀÇ ÁÖ¿ä °ø±Þ»çº° ¼ÒÀç °ø±ÞÇöȲ ¹× ÀÌÂ÷ÀüÁö ¾÷üº° ¼ö¿ä¸¦ ºñ·Ô, ¼ÒÀç °¡°Ý µ¿Çâ ¹× ¿¬°£ Àü¸ÁÀ» ÆÄ¾ÇÇÒ ¼ö ÀÖ½À´Ï´Ù. ´õºÒ¾î ÇÑ¡¤Áß¡¤ÀÏ ÁÖ¿ä ¼ÒÀç »ý»ê¾÷ü¿¡ ´ëÇÑ ºÐ±âº° ¼¼ºÎ ÇöȲÀ» Á¦°øÇÕ´Ï´Ù. ¾÷üº° ÃÖ±Ù 3°³³âÀÇ ÆÇ¸Å ¼øÀ§¿Í Á¦Ç° Á¾·ùº° ¼øÀ§¸¦ ¾Ë ¼ö ÀÖ½À´Ï´Ù.

(3) SCM ÇöȲ ÆÄ¾Ç:

ÁÖ¿ä LIB Á¦Á¶¾÷üµéÀÇ 4´ë ¼ÒÀçÀÇ ÁÖ¿ä °ø±Þ SCM ÇöȲÀ» ÆÄ¾ÇÇÒ ¼ö ÀÖ½À´Ï´Ù.

(4) ¼ÒÀç »ç¿ë·® º¯È­ ºÐ¼®:

2023³â 1ºÐ±âºÎÅÍ 2025³â 1ºÐ±â±îÁö ÃÖ±Ù ºÐ±âº°·Î ÁÖ¿ä LIB ¾÷üÀÇ °¢ ¼ÒÀç »ç¿ë·® º¯È­¸¦ »ó¼¼È÷ ¾Ë ¼ö ÀÖ½À´Ï´Ù.

(5) 25³â Àü¸Á ¿¹Ãø°ú 35³â±îÁöÀÇ ÁßÀå±â Àü¸Á:

2023-2024³â ½ÇÀû ºÐ¼®À» ÅëÇØ 2025³â ½ÃÀåÀ» ¿¹ÃøÇÏ¿´°í, 2035³â±îÁöÀÇ 4´ë ¼ÒÀçÀÇ ÁßÀå±â Àü¸ÁÀ» ÅëÇØ ¹èÅ͸®/¼ÒÀç ¾÷°è °ü°è»ç°¡ ±¸¸Å Àü·«À» ¼¼¿ì±â ¿ëÀÌÇϵµ·Ï ÇÏ¿´½À´Ï´Ù.

º» º¸°í¼­´Â »ó/ÇϹݱ⠹߰£À» ÅëÇØ ¸®Æ¬À̿ ÀÌÂ÷ÀüÁö ½ÃÀå°ú ±× 4´ë¼ÒÀç ½ÃÀåÀÇ Àü¹ÝÀûÀÎ ÀÌÇØ¸¦ µ½°í, ÇâÈÄ ½ÃÀåÀ» ¿¹ÃøÇÏ´Â µ¥ ÀÖ¾î Áß¿äÇÑ ÀÚ·á°¡ µÉ °ÍÀ̶ó È®½ÅÇÕ´Ï´Ù.

¸ñÂ÷

1. EV / LIB Market Dynamics

  • 1.1 2024³â ÁÖ¿ä LIB ¾÷ü ¹èÅ͸®(xEV/ESS) ÃâÇÏ·®
  • 1.2 ¿¬µµº° LIB ¾÷ü ÃâÇÏ·® ÃßÀÌ ¹× Àü¸Á (Shipment)
  • 1.3 ÁÖ¿ä LIB ¾÷ü °¡µ¿·ü ÃßÀÌ
  • 1.4 EV ÁßÀå±â ½ÃÀåÀü¸Á (-2035)
  • 1.5 ESS ÁßÀå±â ½ÃÀåÀü¸Á (-2035)
  • 1.6 ±Û·Î¹ú ¹èÅ͸® ¼ö±ÞÀü¸Á
  • 1.7 ºÏ¹Ì/À¯·´ ¹èÅ͸® ¼ö±ÞÀü¸Á

2. Cathode Market Review & Forecast

  • 2.1 ¾ç±ØÀç ¼ö¿ä µ¿Çâ
    • 2.1.1 ¼ÒÀ纰 ¾ç±ØÀç ¼ö¿ä µ¿Çâ (`23 - `24)
    • 2.1.2 Áö¿ªº° ¾ç±ØÀç ¼ö¿ä µ¿Çâ (`23 - `24)
    • 2.1.3 Applicationº° ¾ç±ØÀç ¼ö¿ä µ¿Çâ (`23 - `24)
    • 2.1.4 ¼¿ Á¦Á¶¾÷üÀÇ ¾ç±ØÀç »ç¿ë µ¿Çâ
    • 2.1.5 ¾ç±ØÀç »ç¿ë Àü¸Á
  • 2.2 ¾ç±ØÀç Á¦Á¶¾÷ü ½ÃÀå Á¡À¯À²
    • .2.1 Á¦Á¶¾÷üº° ¾ç±ØÀç ½ÃÀå Á¡À¯À²
    • 2.2.2 Á¦Á¶¾÷üº° ¾ç±ØÀç ½ÃÀå Á¡À¯À² (2024)
    • 2.2.3 Á¦Á¶¾÷üº° ¾ç±ØÀç ½ÃÀå Á¡À¯À² (2025F)
  • 2.3 ¾ç±ØÀç ½ÃÀå SCM (2024) - »ï¿ø°è / LFP
  • 2.3 ¾ç±ØÀç ½ÃÀå SCM (2025F) - »ï¿ø°è / LFP
  • 2.4 ¾ç±ØÀç ½ÃÀå Àü¸Á (ÁßÀå±â)
    • 2.4.1 Áö¿ªº°/¼ÒÀçÁ¾·ùº° ¾ç±ØÀç ¼ö¿ä Àü¸Á ('23 - '35).
    • 2.4.2 ¾ç±ØÀç »ý»ê ´É·Â Àü¸Á ('23 - '35)
  • 2.5 ¾ç±ØÀç ¹× ¼ÒÀç °¡°Ý µ¿Çâ
    • 2.5.1 À¯Çüº° ¾ç±ØÀç °¡°Ý Ãß¼¼ ('20.1ºÐ±â - '25.1ºÐ±â)
    • 2.5.2 À¯Çüº° ¾ç±ØÀç Àü±¸Ã¼ °¡°Ý µ¿Çâ
    • 2.5.3 À¯Çüº° ¹èÅ͸® ±Ý¼Ó °¡°Ý µ¿Çâ
  • 2.6 ÁÖ¿ä ¾ç±ØÀç Á¦Á¶¾÷ü µ¿Çâ

3. Anode Market Review & Forecast

  • 3.1 À½±ØÀç ¼ö¿ä µ¿Çâ
    • 3.1.1 ¼ÒÀ纰 À½±ØÀç ¼ö¿ä µ¿Çâ (`23 - `24)
    • 3.1.2 Áö¿ªº° À½±ØÀç ¼ö¿ä µ¿Çâ (`23 - `24)
    • 3.1.3 Applicationº° À½±ØÀç ¼ö¿ä µ¿Çâ (`23 - `24)
    • 3.1.4 ¼¿ Á¦Á¶¾÷üÀÇ À½±ØÀç »ç¿ë µ¿Çâ
    • 3.1.5 À½±ØÀç »ç¿ë Àü¸Á
  • 3.2 À½±ØÀç Á¦Á¶¾÷ü ½ÃÀå Á¡À¯À²
    • 3.2.1 Á¦Á¶¾÷üº° À½±ØÀç ½ÃÀå Á¡À¯À²
    • 3.2.2 Á¦Á¶¾÷üº° À½±ØÀç ½ÃÀå Á¡À¯À² (2024)
    • 3.2.3 Á¦Á¶¾÷üº° À½±ØÀç ½ÃÀå Á¡À¯À² (2025F)
  • 3.3 À½±ØÀç ½ÃÀå SCM (2024) - NG / AG / Si anode
  • 3.3 À½±ØÀç ½ÃÀå SCM (2025F) - NG / AG / Si anode
  • 3.4 À½±ØÀç ½ÃÀå Àü¸Á (ÁßÀå±â)
  • 3.2 À½±ØÀç Á¦Á¶¾÷ü ½ÃÀå Á¡À¯À²
    • 3.4.1 Áö¿ªº°/¼ÒÀçÁ¾·ùº° À½±ØÀç ¼ö¿ä Àü¸Á ('23 - '35).
    • 3.4.2 À½±ØÀç »ý»ê ´É·Â Àü¸Á ('23 - '35)
  • 3.2 À½±ØÀç Á¦Á¶¾÷ü ½ÃÀå Á¡À¯À²
  • 3.5 À½±ØÀç ¹× ¼ÒÀç °¡°Ý µ¿Çâ
    • 3.5.1 Èæ¿¬ À½±ØÀç °¡°Ý µ¿Çâ À¯Çüº° ('20.1ºÐ±â - '25.1ºÐ±â)
    • 3.5.2 À¯Çüº° À½±ØÀç ¿øÀÚÀç °¡°Ý µ¿Çâ
  • 3.6 ÁÖ¿ä À½±ØÀç Á¦Á¶¾÷ü µ¿Çâ

4. Separator Market Review & Forecast

  • 4.1 ºÐ¸®¸· ¼ö¿ä µ¿Çâ
    • 4.1.1 ¼ÒÀ纰 ºÐ¸®¸· ¼ö¿ä µ¿Çâ (`23 - `24)
    • 4.1.2 Áö¿ªº° ºÐ¸®¸· ¼ö¿ä µ¿Çâ (`23 - `24)
    • 4.1.3 Applicationº° ºÐ¸®¸· ¼ö¿ä µ¿Çâ (`23 - `24)
    • 4.1.4 ¼¿ Á¦Á¶¾÷üÀÇ ºÐ¸®¸· »ç¿ë µ¿Çâ
    • 4.1.5 ºÐ¸®¸· »ç¿ë Àü¸Á
  • 4.2 ºÐ¸®¸· Á¦Á¶¾÷ü ½ÃÀå Á¡À¯À²
    • 4.2.1 Á¦Á¶¾÷üº° ºÐ¸®¸· ½ÃÀå Á¡À¯À²
    • 4.2.2 Á¦Á¶¾÷üº° ºÐ¸®¸· ½ÃÀå Á¡À¯À² (2024)
    • 4.2.3 Á¦Á¶¾÷üº° ºÐ¸®¸· ½ÃÀå Á¡À¯À² (2025F)
  • 4.3 ºÐ¸®¸· ½ÃÀå SCM (2024) - EV / ESS / CE
  • 4.3 ºÐ¸®¸· ½ÃÀå SCM (2025F) - EV / ESS / CE
  • 4.4 ºÐ¸®¸· ½ÃÀå Àü¸Á (ÁßÀå±â)
    • 4.4.1 ºÐ¸®¸· ¼ö¿ä Àü¸Á ('23 - '35)
    • 4.4.2 ºÐ¸®¸· »ý»ê ´É·Â Àü¸Á ('23 - '35)
  • 4.5 ºÐ¸®¸· °¡°Ý µ¿Çâ
    • 4.5.1 À¯Çüº° ºÐ¸®¸· °¡°Ý µ¿Çâ('20.1ºÐ±â - '25.1ºÐ±â)
  • 4.6 ÁÖ¿ä ºÐ¸®¸· Á¦Á¶¾÷ü µ¿Çâ

5. Electrolyte Market Review & Forecast

  • 5.1 ÀüÇØ¾× ¼ö¿ä µ¿Çâ
    • 5.1.1 ¹èÅ͸® À¯Çüº° ÀüÇØ¾× ¼ö¿ä µ¿Çâ ('23 - '24)
    • 5.1.2 Áö¿ªº° ÀüÇØ¾× ¼ö¿ä µ¿Çâ ('23 - '24)
    • 5.1.3 Applicationº° ÀüÇØ¾× ¼ö¿ä µ¿Çâ (`23 - `24)
    • 5.1.4 ¼¿ Á¦Á¶¾÷üÀÇ ÀüÇØ¾× »ç¿ë µ¿Çâ
    • 5.1.5 ÀüÇØ¾× »ç¿ë Àü¸Á
  • 5.2 ÀüÇØ¾× Á¦Á¶¾÷ü ½ÃÀå Á¡À¯À²
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1. Introduction

Report Overview

This report aims to analyze the lithium-ion battery (LIB) market and supply chain management (SCM) trends for each half of 2024 (H1/H2), and to comprehensively review the market trends of the four key materials-cathode, anode, electrolyte, and separator-for the first half of 2025.

Overview of Lithium-ion Batteries (LIB)

LIBs are widely used energy storage devices across various sectors such as portable electronics, electric vehicles (EVs), and energy storage systems (ESS). The key components of LIBs are cathode, anode, electrolyte, and separator. The quality and performance of these four major materials directly determine the efficiency and lifespan of the battery.

Importance of the 4 Major Materials

The cathode, anode, electrolyte, and separator each play a critical role in lithium-ion storage and movement, electrical characteristics, and safety. The performance and cost of a battery vary depending on the composition and properties of each material. Therefore, understanding market trends and supply chain conditions of these materials is essential for developing successful strategies in the LIB industry.

2. LIB Market Overview in 2024

Market Size and Growth Rate

In the first half of 2024, the LIB market grew approximately 23% YoY in terms of shipments, reaching a market size of around USD 51.5 billion based on pack value. While growth in EV demand slowed, the expansion of energy storage systems (ESS) for renewable energy emerged as a key growth driver.

Key Market Trends

Major players continued to focus on expanding production capacity and driving technological innovation, with high-voltage, high-energy-density batteries and fast-charging technologies drawing particular attention. In response to demands for cost reduction and improved price competitiveness, the adoption of cost-effective LFP batteries increased. Leading companies such as CATL also made efforts to offset LFP's weaknesses by developing alternatives like LMFP.

Additionally, rapid progress in fast-charging and high-performance battery technologies was observed, with expectations for the commercial launch of improved cost and thermal stability batteries using 4680 cells in the second half of 2025.

Status of Major LIB Manufacturers

The combined M/S of Korea's top three battery manufacturers (LG Energy Solution, Samsung SDI, SK on) in the EV/ESS sector dropped to 15.6% (207GWh) in 2024, down 8 percentage points from the previous year. In 2023, they accounted for 24% of the total 1,050GWh with a combined volume of 252GWh. The M/S decreased by 8 percentage points YoY, while total shipments fell by 17.8%.

LG Energy Solution posted a 6% decline YoY to 128GWh, ranking 3rd globally. Samsung SDI saw a 17% drop to 48GWh, falling from 4th to 7th place. SK on experienced the sharpest decline, dropping 46% YoY to 31GWh and falling to 10th place, largely due to delayed EV OEM orders.

China's CATL maintained its dominant No. 1 position with 24% YoY growth, reaching 474GWh. BYD followed with 192GWh, up 23% YoY, backed by EV sales exceeding 4 million units. EVE surged to 4th place with 80.4GWh, driven by over 50GWh in ESS shipments-a 92.8% increase. CALB rose to 5th with 64GWh (52% growth), while Guoxuan (50GWh, +61%) and Sunwoda (34GWh, +125%) ranked 6th and 9th, respectively.

Panasonic, the only Japanese company in the Top 10, recorded 42GWh in 2024, falling from 5th to 8th with a 5% YoY decline.

Changes and Outlook in the Global Market

With the implementation of the IRA in the U.S. and the Critical Raw Materials Act in Europe, the battery markets in these regions are expected to expand rapidly. In response, Korean, Chinese, and Japanese battery manufacturers are accelerating local investments, accompanied by 4 major materials suppliers either entering the market independently or through joint ventures. Direct supply contracts with global automotive OEMs are also emerging. Going forward, materials suppliers that successfully establish an early foothold in these regions are likely to play a key role in reshaping the industry's competitive landscape.

3. Report Contents

Detailed Analysis of the 2024 LIB and 4 Major Materials Markets

The first section provides an overview of the downstream LIB markets from Q1 2023 to Q1 2024, along with annual and mid-to-long-term outlooks. It includes SNE's insights into the global LIB markets by region and application-covering consumer electronics (CE), electric vehicles (xEVs), and energy storage systems (ESS)-as well as the 2025 annual forecast.

The second section offers an in-depth analysis of key LIB materials manufacturers in Korea, China, and Japan. It covers production capacities and supply volumes of major global companies, as well as detailed supply chain (SCM) structures for each material. Additionally, it examines pricing trends of major materials and raw materials from 2020 to Q1 2024, and provides market outlooks for 2024 and 2025.

The final section breaks down major material suppliers by country (Korea, China, Japan), reviewing their business history, current status, and product offerings. It also includes a comprehensive review of the Top 10 leading companies for each material.

4. Strong Points of This Report

(1) Insight into Recent Market Trends:

The report provides a comprehensive overview of global market trends and key developments in the LIB 4 major materials sector, including demand patterns and supplier performance. It offers in-depth analysis by material type, region, and application.

(2) Supplier and Demand-Side Analysis:

Detailed data is provided on supply status by major LIB material suppliers and demand by cell manufacturers. It also includes price trends and annual forecasts for each material, along with quarterly updates on leading Korean, Chinese, and Japanese producers. Readers can also review supplier rankings and product-specific standings over the past three years.

(3) SCM Overview:

Provides an overview of major LIB manufacturers' supply chains for the 4 major materials.

(4) Analysis of Material Usage Trends:

Details quarterly changes in material usage by key LIB makers from Q1 2023 to Q1 2025.

(5) 2025 Outlook and Mid-to-Long-Term Forecast Through 2035:

Based on 2023-2024 performance data, offers a 2025 market outlook and long-term forecasts through 2035 to support procurement strategies.

This report is published semiannually to provide a comprehensive understanding of the lithium-ion battery and 4 major materials markets, and is expected to serve as a key reference for future market forecasting.

Table of Contents

1. EV / LIB Market Dynamics

  • Global EV/LIB Market Review & Forecast
  • 1.1. Major LIB Companies Battery (xEV/ESS) Shipments in 2024
  • 1.2. Trend and forecast of LIB company shipments by year (Shipment)
  • 1.3. Trends in major LIB companies' utilization rates
  • 1.4. EV mid- to long-term market outlook (~2035)
  • 1.5. ESS mid- to long-term market outlook (~2035)
  • 1.6. Global Battery Supply and Demand Outlook
  • 1.7. North America/Europe Battery Supply and Demand Outlook
  • (Reference) Battery Usage vs. Shipment Volume
  • (Reference) Usage Logic of the Four Major Materials

2. Cathode Market Review & Forecast

  • 2.1. Cathode Demand Trends
    • 2.1.1. Cathode Demand Trends by Chemical type ('23 ~ '24)
    • 2.1.2. Cathode Demand Trends by Region ('23 ~ '24)
    • 2.1.3. Cathode Demand Trends by Application ('23 ~ '24)
    • 2.1.4. Cathode Consumption Trends by Cell makers
    • 2.1.5. Cathode Consumption Forecast
  • 2.2. Cathode Manufacturers Market Share
    • 2.2.1. Cathode Market Share by Manufacturers
    • 2.2.2. Cathode Market Share by Manufacturers (2024)
    • 2.2.3. Cathode Market Share by Manufacturers (2025F)
  • 2.3. Cathode Market SCM (2024) - Ternary / LFP
  • 2.3. Cathode Market SCM (2025F) - Ternary / LFP
  • 2.4. Cathode Market Forecast (Mid-to-Long term)
    • 2.4.1. Cathode Demand Forecast ('23 ~ '35) by Region / Chem.
    • 2.4.2. Cathode Production Capacity Forecast ('23 ~'35)
  • 2.5. Cathode & Materials Price Trends
    • 2.5.1. Cathode Price Trends by Type ('20.1Q ~'25.1Q)
    • 2.5.2. Cathode Precursor Price Trends by Type
    • 2.5.3. Battery Metal Price Trends by Type
  • 2.6. Major Cathode Manufacturers Trends

3. Anode Market Review & Forecast

  • Global Anode Market Review & Forecast
  • 3.1. Anode Demand Trends
    • 3.1.1. Anode Demand Trends by Chemical type ('23 ~ '24)
    • 3.1.2. Anode Demand Trends by Region ('23 ~ '24)
    • 3.1.3. Anode Demand Trends by Application ('23 ~ '24)
    • 3.1.4. Anode Consumption Trends by Cell Makers
    • 3.1.5. Anode Consumption Forecast
  • 3.2. Anode Manufacturers Market Share
    • 3.2.1. Anode Market Share by Manufacturers
    • 3.2.2. Anode Market Share by Manufacturers (2024)
    • 3.2.3. Anode Market Share by Manufacturers (2025F)
  • 3.3. Anode Market SCM (2024) - NG / AG / Si anode
  • 3.3. Anode Market SCM (2025F) - NG / AG / Si anode
  • 3.4. Anode Market Forecast (Mid-to-Long term)
    • 3.4.1. Anode Demand Forecast ('23 ~ '35) by Region / Chem
    • 3.4.2. Anode Production Capacity Forecast ('23 ~'35)
  • 3.5. Anode & Materials Price Trends
    • 3.5.1. Graphite Anode Price Trends by Type ('20.1Q ~'25.1Q)
    • 3.5.2. Anode Raw materials Price Trends by Type
  • 3.6. Major Anode Manufacturers Trends

4. Separator Market Review & Forecast

  • Global Separator Market Review & Forecast
  • 4.1Separator Demand Trends
    • 4.1.1. Separator Demand Trends by Type ('23 ~ '24)
    • 4.1.2. Separator Demand Trends by Region ('23 ~ '24)
    • 4.1.3. Separator Demand Trends by Application ('23 ~ '24)
    • 4.1.4. Separator Consumption Trends by Cell makers
    • 4.1.5. Separator Consumption Forecast
  • 4.2. Separator Manufacturers Market Share
    • 4.2.1. Separator Market Share by Manufacturers
    • 4.2.2. Separator Market Share by Manufacturers (2024)
    • 4.2.3. Separator Market Share by Manufacturers (2025F)
  • 4.3. Separator Market SCM (2024) - EV / ESS / CE
  • 4.3. Separator Market SCM (2025F) - EV / ESS / CE
  • 4.4. Separator Market Forecast (Mid-to-Long term)
    • 4.4.1. Separator Demand Forecast ('23 ~'35)
    • 4.4.2. Separator Production Capacity Forecast ('23 ~'35)
  • 4.5. Separator Price Trends
    • 4.5.1. Separator Price Trends by Type ('20.1Q ~'25.1Q)
  • 4.6. Major Separator Manufacturers Trends

5. Electrolyte Market Review & Forecast

  • Global Electrolyte Market Review & Forecast
  • 5.1. Electrolyte Demand Trends
    • 5.1.1. Electrolyte Demand Trends by Battery type ('23 ~ '24)
    • 5.1.2. Electrolyte Demand Trends by Region ('23 ~ '24)
    • 5.1.3. Electrolyte Demand Trends by Application ('23 ~ '24)
    • 5.1.4. Electrolyte Consumption Trends by Cell makers
    • 5.1.5. Electrolyte Consumption Forecast
  • 5.2. Electrolyte Manufacturers Market Share
    • 5.2.1. Electrolyte Market Share by Manufacturers
    • 5.2.2. Electrolyte Market Share by Manufacturers (2024)
    • 5.2.3. Electrolyte Market Share by Manufacturers (2025F)
  • 5.3. Electrolyte Market SCM (2024)
  • 5.3. Electrolyte Market SCM (2025F)
  • 5.4. Electrolyte Market Forecast (Mid-to-Long term)
    • 5.4.1. Electrolyte Demand Forecast ('23 ~'35)
    • 5.4.2. Electrolyte Production Capacity Forecast ('23 ~'35)
  • 5.5. Electrolyte & Materials Price Trends
    • 5.5.1. Electrolyte Price Trends by Type ('20.1Q ~'25.1Q)
    • 5.5.2. Solvents Price Trends by Type ('20.1Q ~'25.1Q)
    • 5.5.3. Lithium Salts Price Trends ('20.1Q ~'25.1Q)
    • 5.5.4. Additives Price Trends ('20.1Q ~'25.1Q)
  • 5.6. Major Electrolyte Manufacturers Trends
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