【出版时间及名称】：2009年12月韩国充电电池行业研究报告
        【作者】：MIRAE ASSET
        【文件格式】：PDF
        【页数】：60
        【目录或简介】：
GM’s electric vehicle debut, Volt, steers in the new ‘energy era’ 3
EVs leading the energy revolution just as PCs kicked off the IT Age 3
How much investment can EVs attract? 4
Increased supply of EVs to be followed by investment in infrastructure 5
EV growth will also spur efficiencies in nuclear power generation 7
EVs emit 60-70% less CO2 than gasoline vehicles 7
Policy and affordability-backed growth – 13 million xEVs by 2020 9
Once battery costs reduce, EVs will be more affordable 10
Entire new auto segments in neighborhood EVs and single-seater EVs 11
$65bn-rechargeable battery (LiB) market by 2020 17
LiBs hold the key to EV market growth 18
LG Chem and Samsung SDI to stand out in EV LiB market 19
Only five or so xEV battery suppliers will survive profitably by 2020 20
Energy storage system market to expand on the back of EV growth 21
Small- to mid-size LiB market to be driven by netbooks, smartphones 22
Netbook-led LiB market recovery 23
Korean players set to dominate small- to mid-size LiB markets 23
Handset market gains by SEC and LGE to help Korean battery makers 24
Potential for Korean materials makers in LiB growth 25
Performance enhancement, cost reduction and safety improvement – all depend on material
enhancements 25
Rechargeable battery materials market to grow to $8.9bn by 2015 26
Lithium supply shortage highly unlikely 26
Cathode active material market to grow to $2.09bn by 2012 27
Anode active material market to grow to $570mn by 2012 28
SK Energy, LG Chem gaining in the $500mn separator market 30
Electrolytes market to be worth $370mn by 2012 31
Company write-ups:
- Samsung SDI (006400 KS, BUY, TP: W220,000): Energy revolutionist 33
- LG Chemical (051910 KS, BUY, TP: W250,000): Better materials make
better batteries 40
Appendices 44
1. EV networks and smart grids 44
2. Secondary battery: parts and process 52
3. Lithium supply/demand 52
4. Cathode active materials: use and process 53
5. Anode active materials: use and process 55
6. Separators: use and process 55
7. Electrolytes: use and process 56
Analyst team profile 57