Competitive Strategies of the World’s Leading Companies in EV Battery Materials: Trends in Technology Development Revealed by Patent Information

This report introduces the technology development trends of major players surrounding quick charging as a new competitive axis for EVs.

［1] Trends in the adoption of silicon anode emerging from the analysis of patent application information for the purpose of quick recharging.
［2] The attempt to achieve the same objective through a combination of technologies from multiple perspectives.
［3] All solid-state batteries (which Toyota Motor Corp. and others are planning to solve in one fell swoop with higher capacity and lower cost).

1. current trend of both capacity improvement and rapid recharging by silicon negative electrode
(1) Nanoparticulation x micropores: ENEVATE (U.S.)
(2) Carbon nanotubes: Korean companies
(LG ENRTGY SOLUTION, SAMSUNG SDI, SK ON)
(3) 2-layer structure x optimization of each layer: CATL, U.S.-based GDI, Korean companies
(All three major companies use carbon nanotubes in combination)
(4) Nanoparticles x Carbon composite: Chinese companies (EVE ENERGY/CALB, etc.), U.S. companies (SILA, etc.)
(4) Nanoparticles x carbon composite: Largest group, mainly Chinese (EVE ENERGY/CALB, etc.) and US (SILA, etc.)
(5) Core-shell structure: Some Chinese companies (e.g. SUNWODA)
Complementary analysis focusing on multi-viewpoint invention (combination of technologies from multiple viewpoints)
(6) Highly dispersed carbon nanotubes as a conductivity aid for cathode materials
(6) Application orientation of highly dispersed carbon nanotubes as a conductivity aid for cathode materials (e.g. CATL)
(7) Compatibility with cobalt-free cathode materials by manganese-rich cathode materials
(7) Compatibility with cobalt-free cathode materials by manganese-rich cathode materials (e.g. SVOLT)
(8) Lithium titanate + niobium mixed oxide for anode material (ECHION, Toshiba)
(8) Lithium titanate + niobium mixed oxide for anode material (ECHION, Toshiba) 3.
3) Compatibility with realization of all solid-state batteries
(9) Sulfide-based materials as a whole: Dominance of argillodite type by Japanese, Korean and U.S. companies
(10) Sulfide + active material coating for lower resistance:
(10) Sulfide + Low Resistance by Active Material Coating: Rapid Approach by Panasonic/Toyota Motor Corporation
(11) Sulfide-based + silicon anode for high-capacity/rapid charging:
(11) High-capacity/rapid charging by sulfide-based + silicon negative electrode: Toyota Motor/Idemitsu Kosan alliance, SOLID POWER, etc.
(12) Oxide-based: Garnet type is predominant:
SK ON, POLY PLUS, QUANTUMSCAPE
(13) Halide system as a whole:
Japanese (Panasonic, Sumitomo Chemical) vs. Chinese (SVOLT, CATL)

Turbulent European Battery Regulations and Best Practices – Is it too late to “wait and see”? How to turn the “2-year grace period” into a business opportunity

Under the banner of “strengthening competitiveness,” the EU, in the second term of President Leyen’s term, has begun to steer the regulatory course in a major way.
Symbolic of this is the revision of the European Battery Regulation and other regulations by the Omnibus Bill, including the postponement of various regulations.

However, this is by no means “deregulation. Rather, companies are being asked to take a higher quality approach, using the postponement as a preparation period.
This presentation will decipher the major trends in European regulations and propose strategies to change regulatory compliance from a “defensive cost” to an “offensive competitiveness”.

1. The European Commission in its second term: How has the policy tide changed?
2. Latest developments in European regulations in key areas
3. The overall picture of the European Battery Regulation and its impact on business
4. The preferred response of companies: Strategies to turn postponement into competitiveness

We look forward to hearing from you.