Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS...

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From Technologies to Market Status of Rechargeable Li-ion Battery Industry 2019 From Technologies to Market © 2019 Sample

Transcript of Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS...

Page 1: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

From Technologies to Market

Status of

Rechargeable

Li-ion Battery

Industry 2019

From Technologies to Market

© 2019

Sample

Page 2: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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TABLE OF CONTENTSPart 1/3

Objectives of the report 6

Methodology used inYole Développement reports 7

About the authors 9

Companies list 10

What we saw / what we missed 11

Executive Summary 12

Introduction 44

Battery types

Composition of Li-ion battery

Different Li-ion battery cells - comparative table

Market Forecast 48

Li-ion battery market segments

2018 - 2024 Li-ion battery cell demand in MWh - consumer electronics

2018 - 2024 Li-ion battery cell market value in $M - consumer electronics

2018 - 2014 Li-ion battery cell demand in GWh - E-mobility

2018 - 2024 Li-ion battery cell market value in $M – E-mobility

2018 - 2024 Li-ion battery cell demand in MWh – stationary battery energy

storage

2018 - 2024 Li-ion battery cell market value in $M - stationary battery energy

storage applications

How does E-mobility impact stationary battery market demand?

2018 - 2024 total Li-ion battery cell demand (GWh)

2018 - 2024 Li-ion battery cell market - total value ($B)

2018 - 2024 battery cell average selling price – evolution

What does impact the price?

Where is the potential for battery pack cost decrease?

Market Trends 62

How is Li-ion battery demand growing?

Li-ion battery key applications

Li-ion battery applications as analyzed in this report

Large battery capacity - not necessarily a sign of high-end product

Battery capacity range by application

Li-ion battery requirements for different applications – overview

Li-ion battery application trends and their requirements on Li-ion batteries

Consumer electronics

Li-ion battery requirements for consumer electronics

Li-ion battery-powered cordless power tools

Main drivers for electric mobility

Electric mobility

EV/HEV classification

EV/HEV - Description of the different types of car electrification

EV/HEV - battery requirements

Light commercial vehicles

Electric and hybrid-electric buses

Electric trucks

Battery in electric trucks has to compete with other solutions

E-scooters

E-bikes

Main drivers for stationary battery energy storage applications

Benefits of battery for stationary battery applications

EV/HEV charging and intermittent renewable sources drive stationary battery

market

Stationary battery storage challenges

New stationary battery segment – buffer battery for EV/HEV charging

Battery electricity storage systems for buildings –V2H

Vehicle-to-Grid (V2G)

Space applications – battery usage and applications

Space applications – battery specifications and requirements

Aerospace applications – main drivers and market segments

Aerospace applications – battery specifications and requirements

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TABLE OF CONTENTSPart 2/3

Li-ion Battery Supply Chain 95

Numerous players can find opportunities in the Li-ion battery business

Li-ion battery raw material suppliers – cobalt

Cobalt supply chain flow

Li-ion battery raw material suppliers – lithium

Lithium supply chain is being reshaped

Ganfeng Lithium supply partnerships

Lithium resources and applications

Li-ion battery raw material suppliers – graphite

Li-ion battery component suppliers – anode

Li-ion battery component suppliers – cathode

Li-ion battery component suppliers – electrolyte

Li-ion battery separator - developers and manufacturers

Future separator manufacturing capacity expansion

Li-ion battery component suppliers – other

Li-ion battery recycling

Second life battery supply chain trends

Second-life battery - drivers and challenges

Time line: second life battery projects

Second life batteries: partnerships

Battery cell manufacturers

Announcements about new battery manufacturing capacities

Gigafactories across the world

Battery pack manufacturing: coming closer to customers

CATL - one of the leading battery suppliers to EV/HEV makers

Battery cell manufacturers, split by cell chemistry and cell format

Single cell supplier sourcing vs. multisourcing

Battery pack manufacturers

Li-ion battery - manufacturing and testing equipment suppliers

Battery integrators – consumer electronics

Battery integrators – cordless tools

Battery integrators – electric and hybrid electric vehicles

Battery integrators - electric trucks

Battery integrators - electric buses

Stationary battery and battery inverter suppliers

Li-ion battery supply chain: Horizontal and vertical integration

Supply chain reshaping - focus on non-mainstream applications

To move to another business segment is not so easy…

Technology Trends 133

How technology trends are interlinked with the factors of battery choice

How smartphones drive Li-ion battery technology innovations

How EV/HEV drive Li-ion battery technology innovations

Technology trends - towards higher cell safety

Four main axes of Li-ion battery cell development

Two main axes of innovation - cell and pack level

Is lower environmental impact an important criteria for battery customers?

Technology Trends – Battery Cell 141

Global trends in battery cell

What are the limitations/weak points of Li-ion batteries?

Battery cell improvement approaches

Li-ion battery trends: battery cell – size, design and formats

Li-ion battery trends: battery cell – materials

Different Li-ion battery cells - comparative table

Comparative graph of energy density for different Li-ion battery cells

Towards cobalt-free cathode materials for Li-ion batteries?

Lithium manganese oxide (LMO) cathode

Lithium iron phosphate (LFP) cathode

Lithium nickel cobalt aluminium oxide (NCA) cathode

Lithium cobalt oxide (LCO) cathode

Lithium nickel cobalt manganese oxide (NCM) cathode

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Page 4: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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TABLE OF CONTENTSPart 3/3

NCM as a “universal” cell technology

Technology trends – cathode

Next-generation NCM 811 cathode

When NCM 811 is coming in the market?

Technology trends – anode

Anode technology – new developments

Lithium -Titanate (LTO) anode

Graphene-based anode materials

Separator - overview

Technology trends - separator

Separator-free SCiB™ lithium-ion rechargeable battery developed by

Toshiba

Technology trends - electrolyte

Different approaches in solid-state battery development

Towards “beyond Li-ion” technologies

Non-flammable inorganic electrolyte based Li-ion battery

Battery cell components used by EV/HEV makers - a few examples

Technology Trends – Battery Pack 173

Global trends in battery pack

Li-ion battery trendsBattery pack – size, design and formats

Battery pack – toward higher modularity

Modular approach

Battery pack – voltage level and fast charging capability

Battery pack – BMS

Battery pack – Thermal management

Manufacturing process flow for Li-ion battery cells

Manufacturing process flow for Li-ion battery packs

Trends in battery manufacturing

Second-Life Battery and Recycling 189

Life cycle of an battery pack

Second-life battery

Examples of second-life battery applications

Battery recycling / second-life applications

Battery recycling - what is recycled, and who are the customers?

Li-ion battery - recycling process and synergies with second-life

batteries

Li-ion battery recycling process

Li-ion battery recycling process: Hydrometallurgical method

Challenges in recycling of Li-ion batteries

Cathode raw material share of few batteries cells

Li-ion battery recycling technology: innovation

Raw Material Availability 202

Potentially critical raw materials for Li-ion batteries - lithium, cobalt, graphite

Factors influencing raw material impact on LIB market and supply chain

Where in Li-ion batteries are critical raw materials used?

Main countries and companies dominating Li-ion batteries raw material supply

Perspectives 208

Conclusions / Takeaways

Li-ion battery market

Applications - consumer electronics

Applications - E-mobility

Applications – stationary energy storage

Battery technologies Li-ion and “beyond Li-ion” technologies

Battery technologies - focus on Li-ion

Battery technologies – second life battery and recycling

Li-ion battery supply chain

Yole Corporate Presentation 218

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Page 5: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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REPORT OBJECTIVES

• Offer deep insight into the rechargeable Li-ion battery market, covering the three main application segments:consumer electronics, electric mobility, and stationary energy storage

• Furnish 2018 - 2024 battery demand data (in GWh and $M) for different Li-ion battery applications

• Provide extensive analysis of different Li-ion chemistries and their future applicative potential

• Present the main technology trends for Li-ion battery-cell materials, formats, sizes, cell components (cathode,anode, electrolyte, and separator), and battery packs

• Deliver a detailed overview of the Li-ion battery supply chain, ranging from raw material supply, cellcomponents, and manufacturing/testing equipment, to battery integrators in different applications, and batteryrecycling companies

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Page 6: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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Biographies & contacts

ABOUT THE AUTHORS

Shalu Agarwal, PhD

Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials, at Yole Développement (Yole). Shalu is engaged in the development of technology &market reports as well as the production of custom consulting studies, within the Power & Wireless division. She has more than 10 years ofexperience in Electronic Material Chemistry. Before joining Yole, she has worked as a project manager and research professor in the field of electronicmaterials, batteries and inorganic chemistry. Shalu received her master’s and Ph.D. degree in Chemistry from Indian institute of Technology (IIT)Roorkee (India).

Contact: [email protected]

Dr. Milan Rosina

Dr. Milan Rosina is Senior Analyst, Power Electronics & Batteries, at Yole Développement (Yole), within the Power & Wireless division. Milan has 20 years of scientific, industrial and managerial experience in equipment and process development. He has experience in due diligence, technology, and market surveys in the fields of renewable energies, EV/HEV, energy storage, batteries, power electronics, thermal management, and innovative materials and devices. Dr Rosina received his Ph.D. degree from National Polytechnical Institute (Grenoble, France). He previously worked for the Institute of Electrical Engineering in Slovakia, Centrotherm in Germany, Fraunhofer IWS in Germany, CEA LETI in France, and utility company ENGIE in France.

Contact: [email protected]

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Page 7: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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3M, Ambatovy, Alabama Graphite, Accumotive, Altairnano, Alelion, Automotive Energy Supply Corporation, Akkuser, American Manganese, Advance Lithium Systems

Europe, Akasol, ABB, Adstec, Albermarle, Asahi Kasei, ATL, ALL Cell, AmperexTechnology, AES, Aoyu Graphite Group, BASF, Bitrode, Boston Power, Batrec, Brunp

Recycling, BMW, BMZ, BAK, Bosch, BenergyTech, BTR, BYD, Cangzhou Mingzhu, CATL, CALB, Chilwee, Capchem, China Baoan Group, DOW, Dowa Eco-system,

Daikin, Dynapower, Delvotec, Daimler, DESAY, DNP, Dongguan Shanshan Battery Material, DinhoTechnology, Digatron Power Electronics, Dongguan Honbro Li-ion

Battery Equipment Technology Co., Ltd., Electric Vehicle Power System, Enovix, Enevate, Entek, Elmarco, Europe Batteries, Enphase, Engie, E-One Moli Energy, EAS,

Electrovaya, Electric Power Research Institute, Eguana, Forsee Power, F&K, Fangda Carbon New Material, FDK, FMC, Freudenberg, Focus Graphite, Freeport-Cobalt,

Freeport-McMoran, Furukawa Electric, Festo, Fronius, Foshan Jinhui Hi-Tech Optoelectronic Material, Green Smith, GRST, Green Charge, Goutai-Huarong, Ganfeng

Lithium, GE Energy, Galaxy, GEM, Golden Light Hi-Tech, GS Yuasa, Hanrui Cobalt, Henan Kelong New Energy, Hioki, HBM, Honbro, Hefei Guoxuan Hi-Tech Power

Energy Co. Ltd. Hitachi, Hitachi Chemical, Hesse Mechatronics, Hi Future, Huayou Cobalt, Iron Edison, IF, Ingeteam, Jinchun, JFE, Jinhe, Japan Metals & Chemicals, JX

Nippon Mining & Metals, Johnson Matthey, Jiangxi Special Electric Motor, KCFT, Kureha, Kanto Denka Kogyo, Keysight, Kokam, Kulicke & Soffa, LG CNS, Leclanché,

Li-Cycle, LG Chem, Lishen, Maison Graphite, Maccor, Manz, Microvast, Mitsubishi Chemical, Mitsubishi Motors, Mitsubishi Paper Mills, Mitsui Chemical, Morita, M.

Braun, Molicel, Nornickel, Netzsch, NEC Energy Solutions, Nichia, Nippon Carbon, Nippon Chemical Corporation, Nippon Denko, Nissan, Northern Graphite,

Namaska Lithium, Nextera Energy, Nuode, Narada, Optimum Nano, Orocobre, Optodot, Panax Etec, PEC, Panasonic, Parker, Pihsiang Energy, Qingdao Haida

Graphite, RES, Renewable Energy, Redux, Recupyl, Retriev, Red Fairy, Saft, Samsung SDI, SEC Carbon, Scud, SGL Group, Schneider Electric, Schunk Sonosystems,

Senior, Shanghai Dinho New Material Technology, SK Innovation, SMA, Smooth Way, Sovema, SENEC, SQM, Stella, Sumitomo Chemical, Sunverge, Stem, Siemens,

Sumitomo Metal Mining (SMM), SCUD, Sungrow, SCLE, Soulbrain, Semcorp, Shanshan Technology, Sila Nanotechnology, Sunstone, SSL Energie, Saint-Gobain, Scope,

Shenzhen BAK Battery, Tibet Shigatse Zhabuye Lithium High Tech Co., Tanaka Chemical Corporation, Targray, Thermotron, Tektronix, Tesla, Tokai Carbon, Toda Kogyo,

Toppan, Toray, Tesla, Toshiba, Total, Tianqi Lithium, Toyota, Talison Lithium, Tomiyama Pure Chemical Industries, Teijin, T&T Enertechona, Toppon, UACJ, UBE, Umicore,

Volta, Wanxiang Group, XALT, Yahua, ZhuHai Coslight Battery, ZCCM Investments Holding Plc.

COMPANIES LIST

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Page 8: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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BATTERY TYPES

Battery type

Primary

(non-rechargeable)Secondary (rechargeable)

Alkaline Nickel-metal hydride Lithium-ion Lead-acid Nickel-cadmium

Lithium manganese

oxide (LMO)

cathode

Lithium iron

phosphate (LFP)

cathode

Lithium nickel cobalt

aluminium oxide (NCA)

cathode

Lithium cobalt

oxide (LCO)

cathode

Lithium nickel cobalt

manganese oxide

(NCM) cathode

Examples

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Page 9: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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• Lithium Nickel

Cobalt Manganese

Oxide (NCM)

• Lithium Manganese

Oxide (LMO)

• Lithium Iron

Phosphate (LFP)

• Lithium Cobalt

Oxide (LiCoO2)

• Lithium Nickel

Cobalt Aluminum

Oxide (NCA)

COMPOSITION OF LI-ION BATTERYLi-ion batteries consist in four main components: cathode, anode, electrolyte, and separator

• Graphite

• Lithium Titanate

(LTO)

• Hard carbon

• Tin/Cobalt Alloy

• Silicon/Carbon

• Xxxxxxxxxxxxx

• xxxxxxxxxxxxxx

xxxxxxxxx

• Li salt

• Organic

solutions

• Liquid

• xxxxxxxxxxx

xxxxxxxxxxx

xxxxxx

• Polymer (i.e.

PE, PP, PET)

• Ceramic

composites

• xxxxxxxxxxx

xxxxxxxxxxx

xxxxxxxxxxx

xxxxxxxxxxx

xxxxxxxxxxx

xxxxxxxxxxx

xxxxxxxxx

• Can, cover, vent

• Protection

devices

• Metal tabs

• Metal foils for

electrodes

• xxxxxxxxxxxxx

xxxxxxxxxxxxx

xxxxxxxxxxxxx

xxxxxxxxxxxxx

xxxxxxxxxxxxx

xxx

Cathode Anode Electrolyte Separator Others

Mat

eri

als

& r

equir

em

ents

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Page 10: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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MARKET FORECAST METHODOLOGY DETAILS

Application 1

Analysis of supply chain, technology, market

trends, drivers, and barriers

Device function definitions, technical requirements at device

level, device penetration rate, and Li-ion’s competitiveness with

alternative technologies

Determination of average battery pack size per device (in Wh)

Device market forecast (in units)

Cell-to-pack yield

Battery cell market (in Wh)

Battery cell ASP

Battery cell market value ($M)

System Plus Consulting

expertise in reverse

costing/ reverse

engineering

IP and patent position

Application 2

Application N

Global market

Global market

value ($M)

GWh

$M

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Page 11: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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MARKET DATA (IN GWH AND IN $M)

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Page 12: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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EV/HEV CHARGING AND INTERMITTENT RENEWABLE SOURCES DRIVE STATIONARY BATTERY MARKET

Stationary battery enables easier integration of intermittent electricity sources, such as PV and wind, with electricity grid.

Adding a buffer battery into EV/HEV charging station has several benefits.

Battery Photovoltaics +

Battery Wind +

Battery EV/HEV charger+

Renewables firming

Higher PV electricity

self consumption

Load shifting ($$)

Load shifting /

backupEV charger “Boost

Charger” with

integrated 160kWh

battery

Source: FreeWire

• Battery integrated with PV inverter

• “Battery-ready” PV inverter

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Page 13: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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NEW STATIONARY BATTERY SEGMENT – BUFFER BATTERY FOR EV/HEV CHARGING

• Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

• xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Large-capacity (100kWh+) stationary batteries are increasingly used as an integrated part of EV/HEV charging solutions.

Buffer

Battery

One buffer battery for all chargers at a charging site

One buffer battery in each charger

Buffer battery Buffer battery

Buffer battery

Buffer battery

Buffer battery

Buffer battery

Buffer battery

Buffer battery

EV/HEV charging electricity demand

peak smoothing

EV/HEV charging electricity demand

peak smoothing / wind electricity

generation peak smoothing

EV/HEV charging electricity demand

peak smoothing / PV electricity

generation peak smoothing

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Page 14: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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Leading battery

cell suppliers for

the power tools

market:

BATTERY INTEGRATORS – CORDLESS TOOLS

Leading cordless-tool manufacturer and their suppliers of battery cells (non-exhaustive list)Source: Yole Développement

*Techtronic Industries (TTI) sells its products under

various brand names (Milwaukee, AEG, Dirt

Devil…)

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Page 15: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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LI-ION BATTERY COMPONENT SUPPLIERS - ELECTROLYTE

The LIB electrolyte supply is dominated by Chinese, Japanese, and Korean companies.

Electrolyte suppliers for Li-ion battery (non-exhaustive list)

Source: Yole Développement

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Page 16: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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LI-ION BATTERY SUPPLY CHAIN

CATL is the one of the leading battery suppliers to EV/HEV makers

CATL has signed partnership with several leading automotive makers for battery supply.

In 2018, Geely has agreed to

form a joint venture of with

CATL (CATL Geely Power Battery)CATL supplies its battery cells

also to electric bus makers:

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Page 17: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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LI-ION BATTERY TRENDS

Battery cell – size, design and formats

Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Increasing cell size

Larger cell size:

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxx

Cylindrical 18650 20700, 21700

Optimized format

All three battery formats will continue

to co-exist.

Optimized form factor

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxxxxxxxxxxxxxx

*Considering the same manufacturing volumes

18650 20700 21700

18650 cylindrical Large size cylindrical

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Page 18: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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WHEN NCM 811 IS COMING IN THE MARKET?

• SK Innovation xxxxxxxxx

• Xxxxx will produce NCM 811 xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

• xxxxxx is planning to xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

• xxxxxxxxxxxxxxxxxxxxx

• xxx is planning to start mass-production xxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxxxxxxxxxxx

NCA?

NCA?

NCM 811 battery

announcements

NCM

• xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

• Similarities between NCA and NCM 811:

• Xxxxxxxxxxxxxxxxxxxxxxxxxxxx

• Xxxxxxxxxxxxxxxxxxxxxxxxx

• xxxxxxxxxxxxxxxxxxxxx

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Page 19: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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LI-ION BATTERY TRENDS

Battery pack – size, design and formats

Use of several batteries per device

• Xxxxxxxxxxxxxxxxxxxxxxxxx

• xxxxxxxxxxxxxxxxxxxxxxxxx

Courtesy image: Gogoro, Yamaha

Battery pack increase

• Xxxxxxxxxxxxxxxxxxxxxxxx

• xxxxxxxxxxxxxxxxxxxxxxxxx

2 small

batteries

instead

of one

big one

Flat form factor

• Xxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxx

• xxxxxxxxxxxxxx

Source: Tesla

Source: SystemPlus

Consulting

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Page 20: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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LI-ION BATTERY RECYCLING PROCESS: HYDROMETALLURGICAL METHOD

Hydrometallurgy is a xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Hydrometallurgical Method

Cathode material

(after pretreatment)

Slag (via pyrometallurgical

process)

Leaching xxxxxxxxxxxxxxxxxxxxxxxxxxxx

Separation / extraction

Metal / material recover

xxxxxxxxxxxxxxxxxxxx

x

Aluminum

foil

Active material

Filtration & calcination

xxxxxxxxxxxxxxxxxxxx

NMP: N-Methyl-2-pyrrolidone (solvent

used in the battery recycling process)

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Page 21: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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RELATED REPORTS

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Page 22: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

© 2019

Yole Développement

From Technologies to Market

Source: Wikimedia Commons

Page 23: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

23©2019 | www.yole.fr | About Yole Développement

YOLE DEVELOPPEMENT – FIELDS OF EXPERTISE

Life Sciences

& Healthcare o Microfluidics

o BioMEMS & Medical Microsystems

o Inkjet and accurate dispensing

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o BioTechnologies

Power

& Wireless

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& Software o Package,Assembly & Substrates

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Sensing & Display

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o Display

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Semiconductor

& Software

Power & Wireless

Photonics,

Sensing

& Display

Life

Sciences &

Healthcare

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Page 24: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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4 BUSINESS MODELS

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partner)

www.yole.fr

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www.i-Micronews.com/reports

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25©2019 | www.yole.fr | About Yole Développement

6 COMPANIES TO SERVE YOUR BUSINESS

Due diligence

www.yole.fr

Manufacturing costs analysis

Teardown and reverse engineering

Cost simulation tools

www.systemplus.fr

Market, technology and strategy

consulting

www.yole.fr

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www.knowmade.fr

Innovation and business maker

www.bmorpho.com

Design and characterization of

innovative optical systems

www.piseo.fr

Yole Group of Companies

About Yole Développement | www.yole.fr | ©2019

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OUR GLOBAL ACTIVITY

30%of our business

40%of our business 30%

of our business

Greater

China office

Yole Japan

HQ in Lyon

Nantes

Paris

Nice

Vénissieux

Yole Deutschland

Frankfurt

Hsinchu

Tokyo

Yole Korea

Seoul

Palo Alto

Yole Inc.

Cornelius

About Yole Développement | www.yole.fr | ©2019

Page 27: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

27©2019 | www.yole.fr | About Yole Développement

ANALYSIS SERVICES - CONTENT COMPARISON

High

Technology

and Market

Report

Leadership

Meeting

Q&A

Service

Depth of the analysis

Bre

adth

of th

e a

nal

ysis

Meet the

Analyst

Custom

Analysis

High

Low

About Yole Développement | www.yole.fr | ©2019

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28©2019 | www.yole.fr | About Yole Développement

SERVING THE ENTIRE SUPPLY CHAIN

Our analysts provide market analysis,

technology evaluation,

and business plans along the entire

supply chain

Integrators, end-

users and software

developers

Device manufacturers

Suppliers: material,

equipment, OSAT, foundries…

Financial investors, R&D centers

About Yole Développement | www.yole.fr | ©2019

Page 29: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

29©2019 | www.yole.fr | About Yole Développement

SERVING MULTIPLE INDUSTRIAL FIELDS

We workacross

multiples industries to understand

the impact of More-than-

Moore technologies from deviceto system

From A to Z…

Transportation

makers

Mobile phone

and

consumer

electronics

Automotive

Medical

systems

Industrial

and defense

Energy

management

About Yole Développement | www.yole.fr | ©2019

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o Over the course of more than 20 years, Yole Développement has grown to become a group of companies. Together with System Plus Consulting and KnowMade, we now

provide marketing, technology and strategy consulting, media and corporate finance services, reverse costing, structure, process and cost analysis services and well as

intellectual property (IP) and patent analysis. Together, our group of companies is collaborating ever closer and therefore will offer, in 2019, a collection of over 125 reports,

10 new monitors and 120 teardowns. Combining respective expertise and methodologies from the three companies, they cover:

o If you are looking for:

• An analysis of your product market and technology

• A review of how your competitors are evolving

• An understanding of your manufacturing and production costs

• An understanding of your industry’s technology roadmap and related IPs

• A clear view supply chain evolution

Our reports and monitors are for you!

o Our team of over 70 analysts, including PhD and MBA qualified industry veterans from Yole Développement, System Plus Consulting and KnowMade, collect information,identify trends, challenges, emerging markets, and competitive environments. They turn that information into results and give you a complete picture of your industry’slandscape. In the past 20 years, we have worked on more than 2,000 projects, interacting with technology professionals and high-level opinion makers from the mainplayers of their industries and realized more than 5,000 interviews per year.

WHAT TO EXPECT IN 2019?In 2019 we will extend our offering with a new ‘monitor’ product which provides more updates on your industry during the year. The Yole Group of Companies is also buildingon and expanding its investigations of the memory industry. Moreover, in parallel, the Yole Group reaffirms its commitment to a new collection of reports mixing software andhardware and is increasing its involvement in displays, radio-frequency (RF) technology, advanced substrates, batteries and compound semiconductors. Last but not least,System Plus Consulting is developing its teardowns service providing 120+ offers related to phones, smart home, wearables and connected devices. Discover our 2019program right now, and ensure you get a true vision of the industry. Stay tuned!

REPORTS COLLECTION

www.i-Micronews.com

• MEMS & Sensors

• RF devices & technologies

• Medical technologies

• Semiconductor Manufacturing

• Advanced packaging

• Memory

• Batteries and energy management

• Power electronics

• Compound semiconductors

• Solid state lighting

• Displays

• Software

• Imaging

• Photonics

About Yole Développement | www.yole.fr | ©2019

Page 31: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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OUR 2019 REPORTS COLLECTION (1/4)

18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

Market –Technology – Strategy – by Yole DéveloppementYole Développement (Yole) offers market reports including quantitative market forecasts,

technology trends, company strategy evaluation and indepth application analyses. Yole will

publish more than 55 reports in 2019, with our partner PISEO contributing to some of

the lighting reports.

Reverse Costing® – Structure, Process and Cost Analysis – by

System Plus ConsultingThe Reverse Costing® report developed by System Plus Consulting provides full

teardowns, including detailed photos, precise measurements, material analyses,

manufacturing process flows, supply chain evaluations, manufacturing cost analyses and

selling price estimations. The reports listed below are comparisons of several analyzed

components from System Plus Consulting. More reports are however available, and over

60 reports will be released in 2019.The complete list is available at www.systemplus.fr.

Patent Reports – by KnowMadeMore than describing the status of the IP situation, these analyses provide a missing link

between patented technologies and market, technological and business trends. They offer

an understanding of the competitive landscape and technology developments from a

patent perspective. They include key insights into key IP players, key patents and future

technology trends. For 2019 KnowMade will release over 15 reports.

The markets targeted are :

• Mobile & Consumer

• Automotive & Transportation

• Medical

• Industrial

• Telecom & Infrastructure

• Defense & Aerospace

• Linked reports are dealing with the same topic to provide

• a more detailed analysis.

About Yole Développement | www.yole.fr | ©2019

Page 32: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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OUR 2019 REPORTS COLLECTION (1/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

MEMS & SENSORS

o MARKET AND TECHNOLOGY REPORT

• Status of the MEMS Industry 2019 - Update

• Status of the Audio Industry 2019 - New

• Uncooled Infrared Imagers and Detectors 2019 – Update

• Consumer Biometrics:Technologies and Market Trends 2018

• MEMS Pressure Sensor Market and Technologies 2018

• Gas & Particle Sensors 2018

o STRUCTURE, PROCESS & COST REPORT

• MEMS & Sensors Comparison 2019

• MEMS Pressure Sensor Comparison 2018

• Particle Sensors Comparison 2019

• Miniaturized Gas Sensors Comparison 2018

o PATENT REPORT

• MEMS Foundry Business Portfolio 2019 - New

• Miniaturized Gas Sensors 2019 - New

PHOTONIC AND OPTOELECTRONICS

o MARKET ANDTECHNOLOGY REPORT

• Photonic Integrated Circuit 2019 - New

• LiDARs for Automotive and Industrial Applications 2019 - Update

• Silicon Photonics 2018

o PATENT REPORT

• Silicon Photonics for Data Centers: Optical Transceiver 2019 - New

• LiDAR for Automotive 2018

RF DEVICES AND TECHNOLOGIES

o MARKET ANDTECHNOLOGY REPORT

• RF GaN Market: Applications, Players, Technology,

and Substrates 2019 - Update

• 5G’s Impact on RF Front-End Module and Connectivity

for Cell Phones 2019 – Update

• 5G Impact on Wireless Infrastructure 2019

• Radar and Wireless for Automotive: Market and Technology

Trends 2019 - Update

• Advanced RF Antenna Market & Technology 2019 - New

• RF Standards and Technologies for Connected Objects 2018

o STRUCTURE, PROCESS & COST REPORT

• RF Front-End Module Comparison 2019 - Update

• Automotive Radar RF Chipset Comparison 2018

o PATENT REPORT

• Antenna for 5G Wireless Communications 2019 - New

• RF Front End Modules for Cellphones 2018

• RF Filter for 5G Wireless Communications: Materials and Technologies 2019

• RF GaN : Materials, Devices and Modules 2018

Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019

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OUR 2019 REPORTS COLLECTION (2/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

IMAGING

o MARKET AND TECHNOLOGY REPORT

• Status of the CIS Industry 2019: Technology

and Foundry Business - Update

• Imaging for Automotive 2019 - Update

• Neuromorphic Technologies for Sensing 2019 - Update

• Status of the CCM and WLO Industry 2019 – Update

• 3D Imaging & Sensing 2018

• MachineVision for Industry and Automation 2018

• Sensors for Robotic Vehicles 2018

o STRUCTURE, PROCESS & COST REPORT

• Compact Camera Modules Comparison 2019

• CMOS Image Sensors Comparison 2019

o PATENT REPORT

• Facial & Gesture Recognition Technlogies in Mobile Devices 2019 - New

• Apple iPhone X Proximity Sensor & Flood Illuminator 2018

MEDICAL IMAGING AND BIOPHOTONICS

o MARKET ANDTECHNOLOGY REPORT

• X-Ray Detectors for Medical, Industrial

and Security Applications 2019- New

• Microscopy Life Science Cameras: Market and Technology Analysis 2019

• Ultrasound technologies for Medical, Industrial

and Consumer Applications 2018

o PATENT REPORT

• Optical Coherence Tomography Medical Imaging 2018

MICROFLUIDICS

o MARKET ANDTECHNOLOGY REPORT

• Status of the Microfluidics Industry 2019 - Update

• Next Generation Sequencing & DNA Synthesis - Technology,

Consumables Manufacturing and Market Trends 2019 - New

• Organ-on-a-Chip Market & Technology Landscape 2019 - Update

• Point-of-Need Testing Application of Microfluidic Technologies 2018

• Liquid Biopsy: from Isolation to Downstream Applications 2018

• Chinese Microfluidics Industry 2018

o PATENT REPORT

• Microfluidic Manufacturing Technologies 2019 – New

INKJET AND ACCURATE DISPENSING

o MARKET ANDTECHNOLOGY REPORT

• Inkjet Printheads - Dispensing Technologies

& Market Landscape 2019 - Update

• Emerging Printing Technologies

for Microsystem Manufacturing 2019 - New

• Piezoelectric Materials from Bulk to Thin Film 2019 - New

• Inkjet Functional and Additive Manufacturing for Electronics 2018

o STRUCTURE, PROCESS & COST REPORT

• Piezoelectric Materials from Bulk to Thin Film Comparison 2019

Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019

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OUR 2019 REPORTS COLLECTION (3/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

BIOTECHNOLOGIES

o MARKET AND TECHNOLOGY REPORT

• CRISPR-Cas9 Technology: From Lab to Industries 2018

o PATENT REPORT

• Personalized Medicine 2019 – New

BIOMEMS & MEDICAL MICROSYSTEMS

o MARKET ANDTECHNOLOGY REPORT

• Medical Wearables: Market & Technology Analysis 2019 - New

• Neurotechnologies and Brain Computer Interface 2018

• BioMEMS & Non-Invasive Sensors: Microsystems for Life Sciences

& Healthcare 2018

o PATENT REPORT

• 3D Cell Printing 2019 - New

• Circulating Tumor Cells Isolation 2019 - New

• Nanopore Sequencing 2019 - New

SOFTWARE AND COMPUTING

o MARKET ANDTECHNOLOGY REPORT

• Artificial Intelligence Computing For Automotive 2019 - New

• Hardware and Software for Artificial Intelligence (AI)

in Consumer Applications 2019 - Update

• From Image Processing to Deep Learning 2019 - Update

• xPU (Processing Units) for Cryptocurrency, Blockchain, HPC

and Gaming 2019 – New

MEMORY

o MARKET AND TECHNOLOGY REPORT

• Status of the Memory Business 2019 - New

• MRAM Technology and Business 2019 - New

• Emerging NonVolatile Memory 2018

o STRUCTURE, PROCESS & COST REPORT

• Memory Comparison 2019

o PATENT REPORT

• Magnetoresistive Random-Access Memory (MRAM) 2019 - New

• 3D Non-Volatile Memory 2018

ADVANCED PACKAGING

o MARKET ANDTECHNOLOGY REPORT

• Fan Out Packaging Technologies and Market Trends 2019 - Update

• 3D TSV Integration and Monolithic Business Update 2019 - Update

• Advanced RF SiP for Cellphones 2019 - Update

• Status of Advanced Packaging 2019 - Update

• Status of Advanced Substrates 2019 - Update

• Panel Level Packaging Trends 2019 - Update

• System in Package (SiP) Technology and Market Trends 2019 - New

• Trends in Automotive Packaging 2018

• Thin-Film Integrated Passive Devices 2018

o STRUCTURE, PROCESS & COST REPORT

• Advanced RF SiP for Cellphones Comparison 2019

Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019

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OUR 2019 REPORTS COLLECTION (4/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

SEMICONDUCTOR MANUFACTURING

o MARKET ANDTECHNOLOGY REPORT

• Nano Imprint Lithography 2019 - New

• Equipment and Materials for Fan Out Packaging 2019 - Update

• Equipment for More than Moore: Thin Film Deposition

& Etching 2019 - New

• Wafer Starts for More Than Moore Applications 2018

• Polymeric Materials at Wafer-Level

for Advanced Packaging 2018

• Bonding and Lithography Equipment Market

for More than Moore Devices 2018

o STRUCTURE, PROCESS & COST REPORT

• Wafer Bonding Comparison 2018

o PATENT REPORT

• Hybrid Bonding for 3D Stack 2019 – New

SOLID STATE LIGHTING

o MARKET ANDTECHNOLOGY REPORT

• Status of the Solid State Light Source Industry 2019 - New

• Edge Emitting Lasers (EELS) 2019 - New

• Light Shaping Technologies 2019 - New

• Automotive Advanced Front Lighting Systems 2019 - New

• VCSELs - Technology, Industry and Market Trends 2019 - Update

• IR LEDs and Laser Diodes – Technology, Applications,

and Industry Trends 2018

• Automotive Lighting 2018: Technology, Industry and Market Trends

• UV LEDs - Technology, Manufacturing and Application Trends 2018

• LiFi: Technology, Industry and Market Trends 2018

o STRUCTURE, PROCESS & COST REPORT

• VCSEL Comparison 2019

o PATENT REPORT

• VCSELs 2018

DISPLAY

o MARKET ANDTECHNOLOGY REPORT

• Next Generation 3D Display 2019 - New

• Next Generation Human Machine Interaction (HMI)in Displays 2019 - New

• Micro-and Mini-LED Displays 2019 - Update

• Technologies And Markets for Next Generation Televisions

• Displays & Optical Vision Systems for VR, AR & MR 2018

o PATENT REPORT

• MicroLED Displays : Intellectual Property Landscape 2018

Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019

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OUR 2019 REPORTS COLLECTION (5/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

POWER ELECTRONICS

o MARKET ANDTECHNOLOGY REPORT

• Power SiC: Materials, Devices and Applications 2019 - Update

• Power Electronics for EV/HEV and e-mobility:

Market, Innovations and Trends 2019 - Update

• Status of the Power Electronics Industry 2019 - Update

• Discrete Power Packaging : Material Market

and Technology Trends 2019 - New

• Status of the Power ICs Industry 2019 - Update

• Status of the Passive Components for the Power Electronics

Industry 2019 - Update

• Status of the Inverter Industry 2019 - Update

• Status of the Power Module Packaging Industry 2019 - Update

• Wireless Charging Market Expectations

and Technology Trends 2018

• Power GaN 2018: Epitaxy, Devices, Applications

and Technology Trends

o STRUCTURE, PROCESS & COST REPORT

• Automotive Power Module Packaging Comparison 2018

• GaN-on-Silicon Transistor Comparison 2019

• SiC Transistor Comparison 2019

o PATENT REPORT

• Power SiC : Materials, Devices and Modules 2019 - New

• Power GaN : Materials, Devices and Modules 2019 – Update

BATTERY & ENERGY MANAGEMENT

o MARKET ANDTECHNOLOGY REPORT

• Status of the Rechargeable Li-ion Battery Industry 2019 - New

• Li-ion Battery Packs for Automotive and Stationary Storage

Applications 2019 - Update

o PATENT REPORT

• Battery Energy Density Increase: Materials

and Emerging Technologies 2019 - New

• Solid-State Batteries 2019 - New

• Status of the Battery Patents 2018

COMPOUND SEMI.

o MARKET ANDTECHNOLOGY REPORT

• Emerging Compound Semiconductor

Market & Technology Trends 2019 - New

• Status of the Compound Semiconductor Industry 2019 - New

• InP Materials, Devices and Applications 2019 - New

• GaAs Wafer and Epiwafer Market: RF, Photonics,

LED and PV Applications 2018

o PATENT REPORT

• GaN-on-Silicon Substrate: Materials, Devices

and Applications 2019 - Update

Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019

Page 37: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

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OUR 2019 MONITORS COLLECTION (1/2)

Get the most updated overview of your market to monitor your strategy

Yole Développement, System Plus Consulting and KnowMade, all part of the Yole Group of Companies, are launching a collection of 10 monitors in 2019. The monitors aim to

provide updated market, technology and patent data as well dedicated quarterly analyses of the evolution in your industry over the previous 12 months. Furthermore, you can

benefit from direct access to the analyst for an on-demand Q&A and discussion session regarding trend analyses, forecasts and breaking news.

Topics covered will be compact camera modules (CCMs), advanced packaging, compound semiconductors, microfluidics, batteries, RF and memory.

MARKET MONITOR byYole Développement

A FULL PACKAGE:The monitors will provide the evolution of the market in units, wafer area and revenues.They will also offer insights into what is driving the business and a close look at what ishappening will also be covered in it.

The following deliverables will be included in the monitors:

• An Excel database with all historical and forecast data

• A PDF slide deck with graphs and comments/analyses covering the expected

evolutions

o ADVANCED PACKAGING – NEWThis monitor will provide the evolution of the advanced packaging platforms. It willcover Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level Packaging (PLP),Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip packaging platforms, and 2.5Dand 3D Through Silicon Via (TSV) integration. Frequency: Quarterly, starting from Q32019

o COMPOUND SEMI. – NEWThis monitor will describe how the compound semiconductor industry is evolving. Itwill offer a close look at GaAs, InP, SiC, GaN and other compounds of interestproviding wafer volumes, revenues, application breakdowns and momentum.Frequency: Quarterly, starting from Q3 2019

o CAMERA MODULE – NEWThis monitor will provide the evolution of the imaging industry, with a close look atimage sensor, camera module, lens and VCM. Volumes, revenues and momentum ofcompanies like Sony, Samsung, Omnivision and OnSemi will thus be analysed.Frequency: Quarterly, starting from Q3 2019

o MEMORY – UPDATEFor the memory industry you can have access to a quaterly monitor, as well as anadditional service, a monthly pricing. Both services can be bought seprately:

• DRAM Service: Including a quarterly monitor and monthly pricing.

• NAND Service: Including a quarterly monitor and monthly pricing.

REVERSETECHNOLOGY MONITOR by System Plus Consulting

o SMARTPHONES – NEWTo stay updated on the latest components, packaging and silicon chip choices of the smartphone makers, System Plus Consulting has created its first Smartphone ReverseTechnology monitor. This year, get access to the packaging and silicon content database of at least 20 different flagship smartphones – more than five per quarter. Starting at thebeginning of 2019, the monitor will include an Excel database report for each phone and a quarterly comparison.

About Yole Développement | www.yole.fr | ©2019

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OUR 2019 MONITORS COLLECTION (2/2)

Get the most updated overview of your market to monitor your strategy

PATENT MONITOR by KnowMade

A FULL PACKAGE:Starting at the beginning of the year, the KnowMade monitors include the following deliverables:

• An Excel file including the monthly IP database of:

• New patent applications

• Newly granted patents

• Expired or abandoned patents

• Transfer of IP rights through re-assignment and licensing

• Patent litigation and opposition

• Quarterly report including a PDF slide deck with the key facts & figures of thequarter: IP trends over the three last months, with a close look to key IP players andkey patented technologies.

o GaN for Power & RF ElectronicsWafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond, semiconductordevices such as transistors, and diodes, devices and applications including converters,rectifiers, switches, amplifiers, filters, and Monolothic Microwave Integrated Circuits(MMICs), packaging, modules and systems.

o GaN for Optoelectronics & PhotonicsWafers and epiwafers, GaN-on-sapphire, SiC or silicon; semiconductor devices suchas LEDs and lasers; and applications including lighting, display, visible communication,photonics, packaging, modules and systems.

o Li-ion BatteriesAnodes made of lithium metal, silicon, and lithium titanate (LTO); cathodes made ofLithium Iron Phosphate (LFP), Nickel-Manganese-Cobalt (NMC), Lithium NickelCobalt Aluminium Oxide (NCA), Lithium Nickel Metal Dioxide (LiNiMO2), LithiumMetal Phosphate (LiMPO4), and Lithium Metal Tetroxide (LiMO4); electrolytesincluding liquid, polymer/gel, and solid inorganics; ceramic and other separators;battery cells including thin film/microbattery, flexible, cylindrical and prismatic; andbattery packs and systems.

o Post Li-ion BatteriesBattery technologies including redox-flow batteries, sodium-ion, lithiumsulfur, lithium-air, and magnesium-ion, and their supply chains, including electrodes, electrolytes,battery cells and battery packs/systems.

o Solid-State BatteriesSupply chain including electrodes, battery cells, battery packs/systems andelectrolytes, including polymer, inorganic and inorganic/polymer, inorganic materials,including argyrodites, LIthium Super Ionic CONductor, (LISICONs), Thio-LISICONs,sulfide glasses, oxide glasses, perovskites, anti-perovskites and garnets.

o RF Acoustic Wave FiltersIncluding Surface Acoustic Wave (SAW), Temperature Compensated (TC)- SAW, BulkAcoustic Wave- Free-standing Bulk Acoustic Resonator (BAWFBAR), BAW-Solidly-Mounted Resonator (BAW-SMR), and Packaging.

o RF Power AmplifiersIncluding Low Noise Amplifiers, Doherty Amplifiers, Packaging, and Millimeter-Wavetechnology.

o RF Front-End Modules

o MicrofluidicsFrom components to chips and systems, including all applications.

About Yole Développement | www.yole.fr | ©2019

Page 39: Status of Rechargeable Li-ion Battery Industry 2019 · 6 Biographies & contacts ABOUT THE AUTHORS Shalu Agarwal, PhD Shalu Agarwal, PhD, is Analyst, Power Electronics & Materials,

39

I-MICRONEWS MEDIA

To meet the growing demand for market,

technological and business information,

i-Micronews Media integrates several tools

able to reach each individual contact within its

network.

We will ensure your company benefits from

this

ONL INE ONS ITE INPERSON

i-Micronews e-newsletter

i-Micronews.com

FreeFullPDF.com

Events Webcasts

Unique, cost-effective ways

to reach global audiences.

Online display advertising

campaigns are great strategies

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product/brand visibility. They

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Brand visibility, networking

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Today's technology makes it

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Contact: Camille Veyrier ([email protected]), Marketing & Communication Director

About Yole Développement | www.yole.fr | ©2019

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CONTACT INFORMATION

o CONSULTING AND SPECIFIC ANALYSIS, REPORT BUSINESS

• North America:

• Steve LaFerriere, Senior Sales Director for Western US & Canada

Email: [email protected] – + 1 310 600-8267

• Chris Youman, Senior Sales Director for Eastern US & Canada

Email: [email protected] – +1 919 607 9839

• Japan & Rest of Asia:

• Takashi Onozawa, General Manager, Asia Business Development

(India & ROA)

Email: [email protected] - +81 34405-9204

• Miho Othake, Account Manager (Japan)

Email: [email protected] - +81 3 4405 9204

• Itsuyo Oshiba, Account Manager (Japan & Singapore)

Email: [email protected] - +81-80-3577-3042

• Korea: Peter Ok, Business Development Director

Email: [email protected] - +82 10 4089 0233

• Greater China: Mavis Wang, Director of Greater China Business

Development

Email: [email protected] - +886 979 336 809

• Europe: Lizzie Levenez, EMEA Business Development Manager

Email: [email protected] - +49 15 123 544 182

• RoW: Jean-Christophe Eloy, CEO & President, Yole Développement

Email [email protected] - +33 4 72 83 01 80

o FINANCIAL SERVICES (in partnership with Woodside Capital

Partners)

• Jean-Christophe Eloy, CEO & President

Email: [email protected] - +33 4 72 83 01 80

• Ivan Donaldson, VP of Financial Market Development

Email: [email protected] - +1 208 850 3914

o CUSTOM PROJECT SERVICES

• Jérome Azémar, Technical Project Development Director

Email: [email protected] - +33 6 27 68 69 33

o GENERAL

• Camille Veyrier, Director, Marketing & Communication

Email: [email protected] - +33 472 83 01 01

• Sandrine Leroy, Director, Public Relations

Email: [email protected] - +33 4 72 83 01 89 / +33 6 33 11 61 55

• Email: [email protected] - +33 4 72 83 01 80

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