The report, "2025 edition, LIB Material Market Analysis," intends to put the whole LIB market together by covering: tier-1 small format LIB market (which TSR regularly tracks), tier-1 automotive LIB market, China automotive LIB market, and Chinese tier-2 small format LIB market.
By clarifying the current supply chain status, focused points on developments, detail accounts of each maker, and the market trend up to 2030, the report aims to serve as a benchmark for series of decision makings in a LIB material-related company, including in sales, development, and investment strategies.
The report is an annual based report, focused on material under "TSR LIB Project."
Although the report enables the readers to comprehend the LIB material market, combined usage of "LIB Market Analysis," "LIB Market Analysis on China," and "Marketing Analysis of LIB for Automotive" will further help to understand the market environment surrounding the LIB material market in wider and deeper scopes.
I. Summary
Market Category in the Report
What are the Characteristics of the each Market?
What are the Current Status and Possibilities in each 5 Market!?
Small Format LIB Market
International Large Format LIB Market
China Large Format xEV LIB Market
Cathode Market
Anode Market
Separator Market
Electrolyte & LiPF6 Market
Preface
II. On LIB Market
2-1. LIB Market Trend (GWh/year, 2023-2030F)
2-2-1. Small Format LIB Market Trend (million cells/year, 2023-2030F)
2-2-2. Small Format LIB Market Maker Share (million cells/year, 2023-2025E)
2-3-1. Automotive LIB Market Trend (GWh/year, 2023-2030F)
2-3-2. Large Format LIB Market Maker Share (GWh/year, 2023-2025E)
2-4-1. Production Capacity Trend of Small Format LIB (million cells/month, Q1 2023-Q2 2025E)
2-4-2. Production Capacity Trend of Large Format LIB (GWh/year, 2023-2029F)
III. On LIB Materials
3-1. LIB Material Market Summary
3-1-1. Changes in the Material Market Structure by the LIB Market
3-2. Cathode
3-2-1-1. Shipment Trend (by Market, tons/year, 2023-2030F)
3-2-1-2. Shipment Trend (by Material Type, tons/year, 2023-2030F)
3-2-2. Cathode Demand Trend (by Revenue, million US$/year, 2023-2030F)
3-2-4. Production Capacity Trend (tons/year, 2023-2028F)
3-2-5. Maker Share ＜Overall＞ (tons/year, 2023-2025E)
3-2-6-1. 2023 Supply Matrix （Small Format LIB, tons/year）
3-2-6-2. 2023 Supply Matrix （Large Format LIB, tons/year）
3-2-6-3. 2024 Supply Matrix （Small Format LIB, tons/year）
3-2-6-4. 2024 Supply Matrix （Large Format LIB, tons/year）
3-2-6-5. 2025 Supply Matrix （Small Format LIB, tons/year）
3-2-6-6. 2025 Supply Matrix （Large Format LIB, tons/year）
3-2-7. Major Maker Trend
3-2-8. Current Status and Trend in Cathode Market
3-3. Anode
3-3-1-1. Shipment Trend (by Market, tons/year, 2023-2030F)
3-3-1-2. Shipment Trend (by Material Type, tons/year, 2023-2030F)
3-3-2. Anode Demand Trend (by Revenue, million US$/year, 2023-2030F)
3-3-3. Price Trend (US$/kg, 2023-2030F)
3-3-4. Production Capacity Trend (tons/year, 2023-2028F)
3-3-5. Maker Share ＜Overall＞ (tons/year, 2023-2025E)
3-3-6-1. 2023 Supply Matrix （Small Format LIB, tons/year）
3-3-6-2. 2023 Supply Matrix （Large Format LIB, tons/year）
3-3-6-3. 2024 Supply Matrix （Small Format LIB, tons/year）
3-3-6-4. 2024 Supply Matrix （Large Format LIB, tons/year）
3-3-6-5. 2025 Supply Matrix （Small Format LIB, tons/year）
3-3-6-6. 2025 Supply Matrix （Large Format LIB, tons/year）
3-3-7. Major Maker Trend
3-3-8. Current Status and Trend in Anode Market
3-4. Separator
3-4-1-1. Shipment Trend (by Market, million ㎡/year, 2023-2030F)
3-4-1-2. Shipment Trend (by Material Type, million ㎡/year, 2023-2030F)
3-4-2. Separator Demand Trend (by Revenue, million US$/year, 2023-2030F)
3-4-3. Price Trend (by Material Type, US$/㎡, 2023-2030F)
3-4-4. Production Capacity Trend (million ㎡/year, 2023-2028F)
3-4-5. Maker Share ＜Overall＞ (million ㎡/year, 2023-2025E)
3-4-6-1. 2023 Supply Matrix （Small Format LIB, million ㎡/year）
3-4-6-2. 2023 Supply Matrix （Large Format LIB, million ㎡/year）
3-4-6-3. 2024 Supply Matrix （Small Format LIB, million ㎡/year）
3-4-6-4. 2024 Supply Matrix （Large Format LIB, million ㎡/year）
3-4-6-5. 2025 Supply Matrix （Small Format LIB, million ㎡/year）
3-4-6-6. 2025 Supply Matrix （Large Format LIB, million ㎡/year）
3-4-7. Major Maker Trend
3-4-8. Current Status and Trend in Separator Market
3-5. Electrolyte
3-5-1. Shipment Trend (by Market, tons/year, 2023-2030F)
3-5-2. Electrolyte Demand Trend (by Revenue, million US$/year, 2023-2030F)
3-5-3. Price Trend (US$/kg, 2023-2030F)
3-5-4. Production Capacity Trend (tons/year, 2023-2028F)
3-5-5. Maker Share ＜Overall＞ (tons/year, 2023-2025E)
3-5-6-1. 2023 Supply Matrix （Small Format LIB, tons/year）
3-5-6-2. 2023 Supply Matrix （Large LIB, tons/year）
3-5-6-3. 2024 Supply Matrix （Small Format LIB, tons/year）
3-5-6-4. 2024 Supply Matrix （Large LIB, tons/year）
3-5-6-5. 2025 Supply Matrix （Small Format LIB, tons/year）
3-5-6-6. 2025 Supply Matrix （Large LIB, tons/year）
3-5-7. Major Maker Trend
3-5-8. Current Status and Trend in Electrolyte Market
3-6. Electrode (LiPF6)
3-6-1. Shipment Trend (tons/year & million US$/year, 2023-2030F)
3-6-2. Price Trend (US$/kg, 2023-2030F F)
3-6-3. Production Capacity Trend (tons/year, 2022-2028F)
3-6-4. Maker Share (tons/year, 2023-2025E)
3-6-5-1. 2022 Supply Matrix (tons/year)
3-6-5-2. 2023 Supply Matrix (tons/year)
3-6-5-3. 2024 Supply Matrix (tons/year)
3-6-6. Current Status and Trend in LiPF6 Market
