Journal of Information Technology Applications and Management

  • 제30권1호
  • /
  • Pages.1-9
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  • 2023
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  • 1598-6284(pISSN)
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  • 2508-1209(eISSN)
한국데이터전략학회 (Korea Data Strategy Society)
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전기차와 ESS용 이차전지 시장의 현재와 미래에 대한 기술경제적 분석

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

  • Jung Seung Lee (School of Business, Hoseo University) ;
  • Soo Kyung Kim (School of International Business Administration, Dankook University)
  • 투고 : 2023.01.05
  • 심사 : 2023.02.15
  • 발행 : 2023.02.28
⟨ 이전 논문 다음 논문 ⟩

초록

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.

키워드

과제정보

This research was supported by the Academic Research Fund of Hoseo University in 2022"(202202180001).

참고문헌

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