Page 28 - 에코프로 브로슈어 영문

Cathode Materials

Cathode Materials
Thanks to the steady growth of power tool markets and
drastic EV market expansion, we are witnessing a rapid
increase in demand for high-energy and high-density
cathode materials. Accordingly, the interest in and
demand for high-nickel cathode materials are rapidly
soaring.

Global Material Market Prospect by Cathode Material Type
(increase in the importance of cathode materials) (Increase in the share of high-nickel cathode materials)

(Unit: USD billion) (Unit :%)
140 Cathode materials Membrane High-Ni materials NCA, LFP and others
Anode materials Electrolyte 100% 8 11 13
120 90% 17 21
12 26 27 29 31 33 36
100 11 18.6 80%
10 16.7 70%
80 9 15.1 14.2 60%
8.1 13.5 12.9
7.1 12.2 11.6 50% 92
60 10.9 10.7 89 87
5.9 9.8 40% 83 79 74 73
9.3 8.8 71 69 67 64
4.7
40 3.6 7.7 7.3 70.4 78.3 30%
2.9 6.2 5.9 56.4 63.1
20 2.2 4.3 4.7 36.2 43.6 49.9 20%
3.7
2.7 3.3 22.5 28.6 10%
13.2 17.3
0 0%
20 21F 22F 23F 24F 25F 26F 27F 28F 29F 30F 20 21F 22F 23F 24F 25F 26F 27F 28F 29F 30F
Source: Industrial report, IBK Securities Source: Industrial report, IBK Securities

28 ECOPRO OVERVIEW