The rechargeable battery market & main trends - Battery market history - Battery market in 2020 - Lithium ion battery market in 2020 - Market Forecasts - Main trends - Build a value chain in Europe

1. 1

2. The rechargeable battery market & main
trends
Battery market history
Battery market in 2020
Lithium ion battery market in 2020
Market Forecasts
Main trends
Build a value chain in Europe
2

3. Battery market history
3
0
500
1000
1500
2000
2500
1999 2020
MillionUnits/year
Cellular Phones sold per Year (Million)
Li-ion
NiMH
Portable PCs
Tablets
0
100
200
300
400
1999 2020
MillionUnits/Year
Portable PC sold per Year (Million)
2.6
< 0,15
0
0.5
1
1.5
2
2.5
3
1999 2020
$/Wh
Li-ion 18650 cell price ($/Wh)
7 000
> 400 000
0
100000
200000
300000
400000
500000
1999 2020
Tons
Tons of cathode active materials
Source: AVICENNE ENERGY 2020

4. Battery market in 2020: ~ US$ 100 Bn
4
0
20
40
60
80
100
120
1990
2000
2005
2010
2015
2020
BillionUS$
Others +17%
Li-ion +26%
NiMH -2%
NiCD -20%
Lead Acid +6%
0
20
40
60
80
100
120
1990
2000
2005
2010
2015
2020
BillionUS$
OTHERS +11%
xEV +45%
INDUSTRIAL +7%
E-BIKES +3%
POWER TOOLS +8%
PORTABLE +0,5%
SLI +4%
CAGR1
10-20
(1) CAGR: Compound Annual Growth Rate
CAGR1
10-20
Source: AVICENNE ENERGY 2020 Source: AVICENNE ENERGY 2020

5. Li-ion Battery market 2020
240 GWh, US$ +50 Bn, CAGR10-20 >20%
5
Others: medical devices, power tools, gardening tools, e-bikes…
-
50,000
100,000
150,000
200,000
250,000
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
MWh
Li-ion Battery sales,
MWh, Worldwide, 2000-2020
Others
Industrial, ESS
Auto, E-bus China
Auto, e-bus Excl. China
Electronic devices
Phones
17%
Portable PC
66%
Portable
Electronics
17%
2000: < 2GWh
2020: 240 GWh
Source: AVICENNE Energy 2020
Electronic devices
15%
Auto, E-bus Excl.
China
27%
Auto, E-bus China
42%
Industrial, ESS
5%
Others
11%

6. Li-ion Battery market 2030
+1 200 GWh, US$ +150 Bn, CAGR10-20 >10%
6
(1) Cell level
Others: medical devices, power tools, gardening tools, e-bikes…
-
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
2000
2002
2004
2006
2008
2010
2012
2014
2016
2018
2020
2022
2024
2026
2028
2030
MWh
Li-ion Battery sales,
MWh, Worldwide, 2000-2030
Others
Industrial, ESS
Auto, E-bus China
Auto, e-bus Excl. China
Electronic devices
2020: 240 GWh
2030: 1 200 GWh
Electronic devices
15%
Auto, E-bus Excl.
China
27%
Auto, E-bus China
42%
Industrial, ESS
5%
Others
11%
Source: AVICENNE Energy 2020
Electronic devices
4%
Auto, E-bus Excl.
China
56%
Auto, E-bus China
31%
Industrial, ESS
3%
Others
6%

7. Main trends
Cathode
7
Anode
Electrolyte
Separator
0%
50%
100%
2010 2015 2020 2025 2030
811
622
532
111
Short term Long term
New cathode,
New additives, new design
PotentialVsLi/Li+/V
Si anode
Carbon Nanotubes
Lithium metalSource: MEET 2016
New additives for 4,5v cathode
Electrolyte Design for Fast-
Charging Li-Ion Batteries
New solvent for 5v cathode
-
5,000
10,000
15,000
2010 2015 2020 2025 2030
Others
Non ceramic coated with PVDF
Ceramic Coated + Laminated
Ceramic coated double side
Ceramic coated Single side
Standard Separator
Solid Electrolyte

8. Build a value chain in Europe
8

9. Answer you will find at
9
What are the main research and development topic in the battery field?
What will be the next generation of batteries for 48v, HEV, PHEV & Electric Vehicle?
New developments for portable batteries & wearable batteries ?
Impact of Digitalization and Industry 4.0 on future battery business ?
Micro batteries, thin film batteries, and applications ?
Industrial (motive, marine, medical, Telecom, UPS… and consumer applications) Will lead acid batteries survive Vs. Li-ion?
Energy Storage Batteries (Solar, Wind, Smart Grid): Next step ?
Marketing and business issues
Components: anode, cathode, separators, electrolyte, binder: what are the major developments? Do we have enough resources?
How to secure sustainable and long-term supply to face the growth?
Safety and security issues ?
What will be the regulation on the transport electrification adoption
Recycling / Second Life / Circular Economy -> Where are we going?
Battery testing, battery controls
Regulatory and Standards