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전기차와 ESS용 이차전지 시장의 현재와 미래에 대한 기술경제적 분석

원문정보

Techno-economic Analysis on the Present and Future of Secondary Battery Market for Electric Vehicles and ESS

이정승, 김수경

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초록

영어

Interest in the future of the battery market is growing as Tesla announces plans to increase production of electric vehicles and to produce batteries. Tesla announced an action plan to reduce battery prices by 56% through 'Battery Day', which included expansion of factories to internalize batteries and improvement of materials and production technology. In the trend of automobile electrification, the expansion of the battery market, which accounts for 40% of the cost of electric vehicles, is inevitable, and the size of the electric vehicle battery market in 2026 is expected to increase more than five times compared to 2016. With the development of materials and process technology, the energy density of electric vehicle batteries is increasing while the price is decreasing. Soon, electric vehicles and internal combustion locomotives are expected to compete on the same line. Recently, the mileage of electric vehicles is approaching that of an internal combustion locomotive due to the installation of high-capacity batteries. In the EV battery market, Korean, Chinese and Japanese companies are fiercely competing. Based on market share in the first half of 2020, LG Chem, CATL, and Panasonic are leading the EV battery supply, and the top 10 companies included 3 Korean companies, 5 Chinese companies, and 2 Japanese companies. All-solid, lithium-sulfur, sodium-ion, and lithium air batteries are being discussed as the next-generation batteries after lithium-ion, among which all-solid-state batteries are the most active. All-solid-state batteries can dramatically improve stability and charging speed by using a solid electrolyte, and are excellent in terms of technology readiness level (TRL) among various technology alternatives. In order to increase the competitiveness of the battery industry in the future, efforts to increase the productivity and economy of electric vehicle batteries are also required along with the development of next-generation battery technology.

목차

Abstract
1. Introduction
2. Related Research
2.1 Lithium-ion battery-based Electric Vehicle Case
2.2 Electric Vehicle Battery Company Case
2.3 Next-generation Electric Vehicle Battery Case
3. Research Methodology
3.1 Necessity of Cost Analysis for Battery-based ESS
3.2 Levelized Cost of Electricity(LCOE)
3.3 Development of ESS Cost (LCOE) and Alternative Comparison Tools for Each Application
4. Conclusion
References

저자정보

  • 이정승 Jung Seung Lee. Associate Professor, School of Business, Hoseo University
  • 김수경 Soo Kyung Kim. Professor, School of International Business Administration, Dankook University

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