<2024> 모듈 팩 소재 기술 동향 및 시장 전망(-2035)

Materials within electric vehicle batteries play a critical role in overall performance. Recent years have seen a surge in research and information about battery cell materials. While battery cells are crucial components in terms of both cost and usage, the materials used in battery modules and packs have received relatively less attention in terms of importance and available data. This report focuses on the primary purposes of materials used in battery modules and packs and their anticipated future trends. The discussion of battery cells is limited to their four core components.

The global market for electric vehicle (EV) battery packs, including both BEVs and PHEVs, is projected to grow at a compound annual growth rate (CAGR) of 19% from 2021 to 2035. The market value for EV battery packs is expected to increase from $123 billion in 2024 to $462 billion in 2035. Excluding cell and pack manufacturing costs and profits, the market for components within the battery pack is forecast to grow from $34 billion in 2025 to $113 billion in 2035, accounting for approximately 25% of the total battery pack cost.

Battery cells are the main materials in EV packs, but inter-cell structures are also important. However, with design changes like Cell-to-Pack and Cell-to-Chassis aimed at increasing energy density, the demand for these inter-cell structural materials is expected to decrease. Within battery cells, materials like nickel, cobalt, iron, and manganese for the cathode, and graphite (synthetic or natural) for the anode, constitute a significant portion of the overall material demand. Copper and aluminum, serving as current collectors, are also crucial materials. While there seems to be no significant decline in demand for specific materials through 2035, the industry is moving away from the use of expensive cobalt and focusing on enhancing safety. Additionally, this report delves into the recent surge in thermal runaway incidents in battery modules and packs, and the materials and development strategies being employed to prevent such occurrences.

This report provides updated information on companies including Sang-A Frontec, Sangsin EDP, Dongwon Systems, Yulchon Chemical, KET, Younghwa Tech, LS EV Korea, Hyunwoo Industrial, Yura Corporation, Kyungshin, Hanjoo Metal, Aluko, Inzi Controls, Shinsung Delta Tech, Hanon Systems, WACKER, Saint-Gobain PPL, Dong-A Hwa Sung, Sebang Lithium Battery, Yamada Weld Tech Korea, and Trumpf Korea.

Table of Contents

Part 1. EV and Battery, Battery Pack Market Outlook

• Global EV Market Outlook
• Global Battery Pack Market Outlook
• Global Battery Pack Components Market Outlook
• Cost Configuration of Major Battery Pack Components
• Battery Pack Material Used for the EV Battery
  • Pack Housing Material
  • Thermal Management Material
  • Inter-cell Structure Material
  • Outlook for Battery Cell Material
  • Cathode Material
  • Anode Material
  • Separator
  • Electrolyte

Part 2. Trends of Major Component Material of Battery Cell, Module, Pack

• Types of EV
• Main Components of EV
• Powertrain Specification for Each Types of EV
• Battery Materials of EV
• Value Chain Configuration of EV Battery Material
• Difference of Cell, Module, Pack
• Types of Battery Cell
• Consideration of Battery Cell Type
• Selection of Battery Cell Type
• Selection of EV Battery Cell Type

Part 3. EV Battery Pack Specification Analysis and Summary

• EV Battery Pack Specification Analysis
• The Outlook for Battery Cell and Pack Prices
• Average Capacity(kWh) of EV Battery Packs for Passenger Cars
• Energy Density Analysis(kWh/kg) of EV Battery Packs
• Usable Energy Analysis of EV Battery Packs
• Weight Ratio of the Battery Pack Major Components
• Major EV Battery Pack Specification Summary

Part 4. Battery Cell, Module, Pack Platform Trend

• Development Trends of EV Platform and Battery Pack
• VW MEB
• HKMC e-GMP
• GM Ultium
• Tesla
• Toyota e-TNGA
• Features of Module-free Battery Pack : BYD CTP Pack / CATL CTP Pack
• Application of Hybrid Battery Pack
• AB Battery Pack System

Part 5. Main Components of the Pack

1. Cell Construction Materials and Components

• Cell Components
• Supply Chain of Cell Components Companies
• Changes in Battery Cell Chemistry Composition (High Ni, LFP)
• Changes in Energy Density at the Cell and Pack Levels

2. Thermal Interface Materials (TIM) for Battery Packs

• Types of TIM
• Main Materials of TIM
• Application Case for EV
• Comparison of TIM Shape and Material
• Main Considerations of TIM
• Development Trend of TIM
• Outlook by TIM Type

3. Housing(Tray, Cover, Gasket) & Cooling Plate Material for Battery Pack

• Housing Development and Material Trends
• Polymer Composite Material
• Al Alloy Material
• Stainless Steel Material
• Pack Sealing Gasket Material
• Pack Cooling Plate Material

4. Flame Resistant Material and Solution for the Pack Protection

• Thermal Runaway
• Necessity of Battery Pack Flame Resisting
• Thermal Runaway Prevention Solution

5. Inter-cell Components and Materials

• Component Materials Comprising Modules (cylindrical, square, pouch-type)
• Insulating Material between cells (Foams)
• Compression pad
• Connecting Electrical Components (Busbar, FPCP)
• Summary of Connecting Electrical Components Materials (Copper, Al)
• Connecting Component Junction Technique (Soldering / Welding)

Part 6. Major Companies Status

1. Cell

• Cell gasket
  • Sang-A Frontec
• Cell CAN
  • Sangsin EDP
• Dongwon Systems
• Cell Pouch
  • YoulChon Chemical

2. Module and Pack

• Busbar & ICB Assembly
  • KET / Younghwa Tech / LS EV Korea / Hyunwoo Industrial / Daeduck Electronics
• Harness Assembly
  • Yura Corporation / Kyungshin
• Housing Assembly
  • Hanjoo Metal / Aluko / Inzi Controls / Shinsung Delta Tech
• Thermal Management System
  • Hanon Systems
• Thermal Management Materials
  • WACKER / Saint-Gobain PPL
• Pack gasket
  • Dong-A Hwa Sung
• Pack Module Manufacturing
  • Sebang Lithium Battery / Amada Weld Tech Korea / Trumpf Korea