展望未来，EVTank在《中国锂离子电池行业发展白皮书（2024年）》中预计全球锂离子电池出货量在2025年和2030年将分别达到1926.0GWh和5004.3GWh，相对于该机构在2023年初发布的《中国锂离子电池行业发展白皮书（2023年）》而言，EVTank调低了对于锂离子电池出货量的预测，主要原因在于考虑到包括液流电池、钠离子电池等电池技术的产业化进展超预期，可能在部分领域部分取代锂离子电池。另外，EVTank表示，2023年全球经济的不景气也影响到了消费电子、小动力等传统锂电池应用市场。Recently, the research institute EVtank and the Ivy Institute of Economics jointly released the “White Paper on the Development of China's Lithium-ion Battery Industry (2024)”. According to the white paper data, in 2023, global lithium-ion battery shipments were 1202.6 GWh, up 25.6% year on year, showing a sharp decline compared to 2022.
The Zhitong Finance App learned that recently, the research institute evTank and the Ivy Institute of Economics jointly released the “White Paper on the Development of China's Lithium-ion Battery Industry (2024)”. According to the white paper data, in 2023, global lithium-ion battery shipments were 1202.6 GWh, up 25.6% year on year, showing a sharp decline compared to 2022. Looking at the shipping structure, in 2023, global automotive power battery (EV LIB) shipments were 865.2 GWh, up 26.5% year on year; energy storage battery (ESS LIB) shipments were 224.2 GWh, up 40.7% year on year; small battery (SMALL LIB) shipments were 113.2 GWh, down 0.9% year on year.
Looking at the Chinese market, EVtank data shows that in 2023, China's lithium-ion battery shipments reached 887.4 GWh, an increase of 34.3% over the previous year. The share of global lithium-ion battery shipments reached 73.8%, and the share of shipments continued to increase. In the white paper, EVtank predicts that with the gradual commissioning of lithium-ion battery factories in Europe and the US, the share of lithium-ion battery shipments in China will gradually decline.
Looking ahead, in the “White Paper on the Development of China's Lithium-ion Battery Industry (2024)”, EVtank predicts that global lithium-ion battery shipments will reach 1926.0 GWh and 5004.3 GWh in 2025 and 2030, respectively. Compared with the “White Paper on the Development of China's Lithium-ion Battery Industry (2023)” released by the agency in early 2023, EVtank lowered its forecast for lithium-ion battery shipments. The main reason is that considering that the industrialization of battery technology, including liquid flow batteries and sodium-ion batteries, has exceeded expectations. Some fields partially replace lithium-ion batteries. In addition, EVtank said that the downturn in the global economy in 2023 also affected traditional lithium battery application markets such as consumer electronics and small power.