Japan plans to occupy 20% of the global market share of the battery industry by 2030. According to the data, the global market share of Japanese electric vehicle batteries has dropped from 40% in 20 15 to 2 1% in 2020, and Japan plans to occupy 20% of the global market share of the battery industry in 2030.
Japan plans to account for 20% of the global battery industry market share by 2030. According to foreign media reports, Japan's Ministry of Economy, Trade and Industry (METI) recently said that Japan will vigorously develop new energy and battery industries targeting China and South Korea, and plans to increase the battery production capacity to 600GWh by 2030, accounting for 20% of the global market share.
It is worth noting that the production capacity of 600GWh battery is not the local production capacity in Japan, but the production capacity planning and layout of Japanese battery companies outside the world.
It is understood that the current domestic battery capacity in Japan is about 20GWh, and the existing capacity of Japanese companies in other parts of the world is about 60~70GWh. Japan plans to expand the local battery production capacity to 150GWh by 2030, and the production capacity of Japanese enterprises in other parts of the world will increase to 600GWh.
In view of the above objectives, Japan's Ministry of Economy, Trade and Industry said that batteries are the key to Japan's carbon neutrality by 2050, because batteries are the most important support for electrification of automobiles and other mobile devices, and are also crucial for adjusting power supply and demand to promote the use of renewable energy.
As a pioneer in the development and use of lithium battery technology, Japan once occupied 40% of the global market share of electric vehicle batteries in 20 15, and energy storage batteries occupied 27% of the global market share in 20 16. However, with the rapid rise of countries such as China and South Korea in the field of power and energy storage batteries, the global market share of Japanese electric vehicle batteries has dropped to 265,438+0% by 2020, and the market share of energy storage has dropped to 5%.
Nobutaka Takeo, director of the Battery Industry Department of Japan's Ministry of Economy, Trade and Industry, said that he would increase support to help the Japanese battery industry regain global market share. "In the past few years, the industry has lost market share in competition with China and South Korea."
It is understood that Matsushita Battery, the leading battery in Japan, is stepping up the layout of power batteries in Japan and other parts of the world, and has established a battery joint venture with Toyota Motor Corporation.
In addition, China battery company Vision Power announced in August last year that it would build a new super battery factory in Ibaraki Prefecture, Japan, in order to accelerate the electrification transformation in Japan and achieve the goal of zero carbon emission in 2050. This factory is the second battery factory built by Yuanjing Power in Japan, with a planned capacity of 18 GWh. The first phase of the factory will start mass production in 2024.
In addition to capacity expansion, Japan, in conjunction with local vehicle, battery and research institutions, plans to bet on the next-generation battery-solid-state battery, relying on its advantages in the field of materials and batteries, hoping to take the initiative in the global battery market competition with the help of new battery technology.
Japan's Ministry of Economy, Trade and Industry revealed that it plans to formulate the final version of the battery strategy and specific government support measures this summer, which may include a subsidy system for battery business and comprehensive commercial support for all-solid-state batteries. Japanese companies include Panasonic, Toyota, Honda and Nissan. They all regard the solid-state battery technology route as an important direction of their electrification transformation, hoping to realize large-scale commercial application around 2030.
Japan plans to occupy 20% market share of the global battery industry by 2030. According to NHK, METI Ministry of Economy, Trade and Industry said recently that it will vigorously develop the new energy and battery industries in China and South Korea, and plans to increase the battery production capacity to 600GWh by 2030, accounting for 20% of the global market share.
At the recent meeting to discuss battery strategy, the Ministry of Economy, Trade and Industry of Japan established "enhancing international competitiveness" as the primary goal of battery industry development. "China and South Korean companies are actively investing in batteries, and they are growing at an alarming rate. Japan also needs to take a step forward and provide solid support. " Japan's Minister of Economy, Trade and Industry said.
According to the plan of the Ministry of Economy, Trade and Industry of Japan, by 2030, the domestic production capacity of Japanese battery manufacturers will increase from the current 20 GWh to 150 GWh, and the global production capacity of Japanese battery manufacturers will increase from the current 60-70GWh to 600GWh, and the global market share will increase to 20%. In addition, the plan also proposes to realize the full commercialization of all-solid-state batteries around 2030.
It is estimated that 600GWh is equivalent to the production capacity required for 8 million electric vehicles. According to the plan of the Ministry of Economy, Trade and Industry, Japanese battery manufacturers need to increase their production capacity by about 10 times within 8 years.
At present, batteries are mainly used in electric vehicles and energy storage systems. According to Japan's Ministry of Economy, Trade and Industry, batteries are the key to achieving carbon neutrality in Japan by 2050, because they are the most important technologies for electrification of automobiles and other mobile devices, and are also crucial for adjusting power supply and demand to promote the use of renewable energy.
The Ministry of Economy, Trade and Industry of Japan plans to formulate the final version of the battery strategy and specific government support measures this summer, which may include a subsidy system for the battery business.
"We will increase our support to help Japan's battery industry regain global market share," Shinji Takeo, director of METI's battery industry office, told the media. "In the past few years, this industry has lost market share in competition with China and South Korea."
The data show that the global market share of batteries for electric vehicles in Japan has dropped from 40% in 20 15 to 2 1% in 2020, and the global market share of batteries for energy storage systems has dropped from 27% in 20 16 to 5% in 2020.
According to the ranking of global power battery installed capacity in 20021year released by SNE research, the top ten global power battery installed capacity in 20021year are: Contemporary Ampere Technology Co., Ltd., LG New Energy, Panasonic, BYD, SK On, Samsung SDI, AVIC Lithium Battery, Guo Xuan Hi-Tech, Vision Power and Honeycomb Energy.
According to the data in this list, the top 10 companies with the highest installed capacity of power batteries in the world mostly come from China and South Korea, including 6 companies from China, 3 companies from South Korea and 1 0 companies from Japan.
Matsushita, a Japanese battery company, ranks third in the world in installed capacity of power batteries, second only to China and South Korea's two major power battery giants, Contemporary Ampere Technology Co., Ltd. and LG New Energy. Last year, the installed capacity of this enterprise was 36. 1GWh, and its market share was 12.2%, which was more than 6 percentage points lower than that in 2020. The overall market share of Japanese-funded enterprises shows a downward trend, which is lower than the market average.
The high prosperity of the global new energy automobile industry has expanded the demand for batteries. In addition to battery manufacturers, Japan's three major auto companies are also adding more power batteries, and the technical route of solid-state batteries is an important direction of electrification transformation.
According to the data of Samsung SDI, among the international patents related to all-solid-state battery technology, Japan accounts for 68%, ranking first in the world, followed by the United States 16% and South Korea 12%. Among them, Toyota Group of Japan holds more than 65,438+0,000 patents for solid-state batteries.
According to Toyota's plan, by 2030, it will invest/kloc-0.5 trillion yen (about 76 billion yuan) to develop power batteries and their battery supply chains, and it is expected that small-scale mass production of all-solid-state batteries will be realized by 2025.
On April 1 1, Nissan Motor Co., Ltd. officially announced the pilot production facilities for laminated soft package all-solid-state batteries, and plans to complete the production line and put it into use in 2024. Nissan previously announced that it plans to invest140 billion yen (about 7.9 billion yuan) in research and development of solid-state batteries before FY 2026, realize mass production of solid-state batteries before FY 2028, and launch the first electric vehicle equipped with Nissan all-solid-state batteries.
12 in April, Honda, Japan's second largest automobile manufacturer, announced that it would invest about 5 trillion yen (about 254 billion yuan) in electrification and software technology in the next 10 year to accelerate the electrification process. At the same time, Honda plans to invest 43 billion yen (about 2.2 billion yuan) to build an all-solid-state battery demonstration production line.
In recent years, solid-state batteries made of lithium and sodium glass compounds are widely regarded as a more suitable technical route for electric vehicle power batteries. The energy density and thermal stability of solid-state batteries are obviously better than those of liquid lithium batteries, and the battery life is longer and the volume is smaller. According to the agency's forecast, by 2030, the global demand for solid-state batteries is expected to reach 500GWh, and the market scale will exceed 300 billion yuan.
Japan plans to occupy 20% market share of the global battery industry by 2030. On April 22nd, Japan's Ministry of Economy, Trade and Industry (METI) said that Japan has established "enhancing international competitiveness" as the primary goal of the development of the battery industry. METI said that by 2030, the battery production capacity of Japanese manufacturers will increase by nearly 10 times, reaching 600GWh, accounting for 20% of the global rechargeable battery market, and all-solid-state batteries will be fully commercialized around 2030.
The data shows that the share of Japanese enterprises in the battery market of electric vehicles has dropped from 40% in 20 15 to 2 1% in 2020, and the share of energy storage systems has dropped from 27% in 20 16 to 5% in 2020.
Batteries are the key for Japan to achieve carbon neutrality by 2050. METI said that it will increase its support to help the Japanese battery industry regain its global market share, and plans to formulate the final version of the battery strategy and specific government support measures this summer.
According to the latest data released by South Korean research institute SNE, in 2022, the global battery load of electric vehicles reached 53.5GWh in1-February, an increase of over 100% year-on-year, and the market share of the top ten enterprises reached 9 1.3%. Among them, the loading capacity of Panasonic1-February was 5.8GWh, up 28.6% year-on-year, and the market share reached 10.8%.
Recently, Panasonic official website announced that its energy company will build a new production facility in its Wakayama factory in western Japan to produce a new type of lithium-ion battery for 4680 electric vehicles, so as to expand its global business.
At the same time, according to NHK, a Japanese national broadcaster, informed sources revealed that Panasonic also plans to build a new factory in the United States and consider finding suitable sites in Oklahoma and Kansas to supply lithium-ion batteries to Tesla and increase production to meet the market demand of electric vehicles. On April 1 day, it was also reported that Panasonic said it planned to invest 600 billion yen (about 31500 million yuan) in core growth areas such as automobile batteries and hydrogen energy.