フレキシブル、プリンテッドおよび薄膜電池 2020-2030年：技術、市場および有力企業

ここ数年、電池市場は急に活況を取り戻してきました。バッテリーは、超薄型、フレキシブル、ロール式、伸縮性などの特徴を備えた、新たなフォームファクターに移行しつつあります。その一方でメーカー各社は、大型電気自動車、住宅、グリッド用途に対応する大型バッテリーの供給に力を入れています。この市場調査では、フォームファクターの移行に注目しています。

 

新しい電池は、異なった角度から区分することができます。

-フットプリント (micro-batteries or large-area batteries),

-厚さ（薄膜型またはバルク型バッテリー）),

-機械的特性 (柔軟性、屈曲性、圧延性、伸縮性、折り曲げ性など)

-製造方法 (プリンテッド、コーティングなど)

-テクノロジー (全個体電池、リチウムポリマーバッテリー、カーボン-亜鉛バッテリーなど)

 

IDTechExは、2014年から上記の角度から、フレキシブル、 薄膜、プリンテッド電池の調査を続けています。この調査レポートでは、技術開発、市場の進捗、アプリケーション分野、現在および将来のトレンドとビジネスチャンス、グローバルプレイヤーとその活動および分析評価を提供します。

 

 

 

柔軟性に優れた薄型バッテリーやプリンテッドバッテリー（または新しいフォームファクターを持つバッテリー）が、IoT、ウェアラブル、環境センサーなどの発展に伴って再び注目を集めています。そうした用途では、従来型のバッテリー技術では対応できない、新たな機能やバッテリー設計が求められます。こうした状況が、技術革新の扉を開き、バッテリーメーカー間のグローバルな競争に新たな局面をもたらしています。

 

 

The battery market has suddenly become alive again in recent years. On one hand, batteries are moving to new form factors, becoming ultra-thin, flexible, rollable, stretchable, etc. On the other hand, manufacturers are scrambling to offer large batteries aimed at addressing the large-sized electric vehicle, residential and grid applications. This market study is focused on the former.

 

The new batteries can be described from several dimensions including:

-Footprints (micro-batteries or large-area batteries),

-Thickness (thin-film or bulky batteries),

-Mechanical properties (flexibility, bendability, rollability, stretchability, foldability, etc.)

-Manufacturing methods (e.g. printing, coating, etc.) and

-Technologies (e.g. solid-state batteries, lithium-polymer batteries, carbon-zinc batteries, etc.)

 

IDTechEx has been tracking flexible, thin-film, printed batteries with above-mentioned angles since 2014. This report will provide technology development, market progress, application areas, current status, future trends & opportunities and global player activities with assessment and analysis.

Flexible, thin and/or printed batteries (or batteries with novel form factors) are back on the agenda thanks to the rise of Internet of Things, wearables and environmental sensors. These applications require new features and battery designs that traditional battery technologies simply cannot provide. This has opened the door to innovation and added a new dimension to the global competition between battery suppliers.

 

 

This is a fast-changing industry, with its technologies in a state of rapid progress as new designs, methods and modified chemistries are frequently announced. The business landscape is also being dramatically altered as many companies are now gearing up to progress their lab scale technologies into mass production. These are exciting years for this emerging technology.

 

The composition of the target market is undergoing drastic change, driven by the emergence of new addressable market categories. Traditionally, the micro-power thin and printed batteries were used in skin patches, RFID tags and smart cards. Today, however, many new emerging applications have appeared, enticing many large players to enter the foray and thus transforming a business landscape that was once populated predominantly by small firms.

 

IDTechEx provides detailed technology assessment and benchmarking, ten-year market forecasts segmented by application and technology type, and detailed interview-based business intelligence and profiles on key players and large end-users.

 

In this study IDTechEx has drawn upon at least 27 direct interviews and visits with key suppliers and large end-users from a variety of sectors and years of accumulated experience and market knowledge for the end use applications such as active RFIDs, smart cards, skin patches, smart packaging and recently wearables and IoT. Our team working on this project is highly technical, enabling it to fully understand the merits and challenges of each technology in this complex landscape.

 

 

The market and technology landscape are complex. There are no black-and-white or clear technology winners and the definition of market requirements is in a constant state of flux.

 

Indeed, on the technology side, there are many solutions that fall within the broad category of thin film, flexible or printed batteries. These include printed batteries, thin-film batteries, advanced lithium-ion batteries, solid-state batteries, micro-batteries, stretchable batteries, thin flexible supercapacitors and a few more. It is therefore a confusing technology landscape to navigate and betting on the right technology is not straightforward.

 

On the market side, many applications are still emerging, and the requirements are fast evolving. The target markets are also very diverse and not overlapping, each with different requirements for power, lifetime, thinness, cost, charging cycles, reliability, flexibility, etc. This diversity of requirements means that no thin film battery offers a one-size-fits-all solution.

 

 

 

 

Wearable technology and electronic textiles are a major growth area for thin film and flexible batteries. Conventional secondary batteries may meet the energy requirements of wearable devices, but they struggle to achieve flexibility, thinness and light weight. These new market requirements open up the space for energy storage solutions with novel form factors. Indeed, the majority of thin-film battery companies tell us that they have on-going projects in the wearable technology field. High-energy thin film batteries have the highest potential here followed by printed rechargeable zinc batteries, provided the latter can improve.

 

The healthcare sector is also a promising target market. Skin patches using printed batteries are already a commercial reality, while IDTechEx anticipates that the market for disposable medical devices requiring micro-power batteries will also expand. This is a hot space as the number of skin patch companies is rapidly rising. Here, printed zinc batteries have the highest potential but price needs to continue falling before a higher market uptake takes place. Here too, new form factors will be the key differentiator, compared to the high-volume incumbents such as coin cell batteries. Medical diagnostic devices, medical sensors are also promising markets, although the current thin battery technology is not mature enough yet to be applied straightaway.

 

Connected device applications is another important trend especially combining special form factor and harsh temperature requirements. Here, there is a trend to combine energy harvesting with thin batteries with superior form factors.

 

Active and battery-assisted passive RFID is also a potential target market, although coin-cells are the main solutions unless there is a stringent requirement for laminar or flexible design such as in car plates. It is also in these small niches that thin film batteries might find a place.

 

Smart cards also remain an attractive sector and several thin-film battery technologies have been optimised to meet the lamination requirements for card manufacture. The price is however too steep to enable widespread market penetration. The emergence of online and mobile banking carries a long-term threat of substitution.

 

 

IDTechEx provides a detailed assessment of all the key energy storage technologies that fall under the broad category of thin film, flexible or printed batteries. It provides a critical and quantitative analysis and benchmarks different solutions.

 

 

IDTechEx has developed detailed and granular market forecasts segmented by technology type as well as end use applications. These forecasts are based on (a) primary information obtained through our direct interview programme with suppliers and end-users, attending conferences globally and also organising our own conferences on wearable technologies, RFIDs and printed electronics; and (b) a critical technical assessment of competing technologies.

 

The technologies and end use applications covered are:

 

 

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アイディーテックエックス株式会社 (IDTechEx日本法人)

電話 03-3216-7209

担当: 村越美和子 m.murakoshi@idtechex.com