Collection! Global lithium battery anode material industry technology competition landscape

Major listed companies in the industry: Putailai (603659), Shanshan Holdings (600884), Zhongke Electric (300035), Xiangfenghua (300890), National Technology (300077), Shanhe Intelligent (002097), Baichuan Holdings (002455), etc.

Key data of this article: Country of origin of technology, ranking of patent applicants, new entrants in patent applications, and highest patent value in the market

Full text statistical caliber description: 1) Search keywords: lithium battery negative electrode materials and similar or related keywords; 2) Search scope: title, abstract and rights description; 3) Screening conditions: simple same family application deduplication, legal status is substantive examination, authorization, PCT international publication, PCT entry into designated countries (designated period), simple same family application deduplication is counted according to the receiving office. 4) Statistical deadline: August 15, 2021. 5) If there is a special statistical caliber, it will be noted below the chart.

1. Regional competition pattern of global lithium battery

(1) Distribution of technology origin countries: The United States has the highest proportion

At present, the world 's largest source of lithium battery negative electrode material technology is the United States, and the number of patent applications for lithium battery negative electrode materials in the United States accounts for 53.19% of the world's total patent applications for lithium battery negative electrode materials; followed by China, which accounts for 9.99% of the world's total patent applications for lithium battery negative electrode materials. Japan and South Korea rank third and fourth, and there is a large gap between China, Japan, and South Korea and the United States, which ranks first.

Statistical description: ① Statistics are calculated based on the rule of deduplication of one published text per application, and the text with the latest publication date is selected for calculation. ② Statistics are calculated based on the patent priority country. If there is no priority, the country of receiving office is used for calculation. If there are multiple priority countries, the earliest priority country is used for calculation.

(2) Patent application trends: China is the only country that stands out, while the United States, Japan, and South Korea are catching up

From the trend point of view, from 2010 to 2020, the number of patent applications for lithium battery negative electrode materials in China was far ahead. In 2020, the number of patent applications for lithium battery negative electrode materials in China was 6,111.

The number of patent applications for lithium battery negative electrode materials in the United States, Japan, and South Korea is showing a trend of "catch-up", and the difference in the number of patent applications in the three countries each year is not large. In 2020, the United States filed 928 patent applications for lithium battery negative electrode materials, Japan filed 224 patent applications for lithium battery negative electrode materials, and South Korea filed 529 patent applications for lithium battery negative electrode materials.

Statistical description: ① Statistics are calculated based on the rule of deduplication of one published text per application, and the text with the latest publication date is selected for calculation. ② Statistics are calculated based on the patent priority country. If there is no priority, the country of receiving office is used for calculation. If there are multiple priority countries, the earliest priority country is used for calculation.

(3) Distribution of patent applications in China: Guangdong has been at the top since 2016

In China, Guangdong is the province with the largest number of patent applications for lithium battery negative electrode materials, with a total of 3,226 patent applications for lithium battery negative electrode materials. Jiangsu, Zhejiang, Hunan, and Beijing have all applied for more than 1,000 patents for lithium battery negative electrode materials. The top ten provinces in China in terms of the number of patent applications for lithium battery negative electrode materials are Shanghai, Shandong, Anhui, Fujian, and Hebei.

Statistical scope: Statistics are based on the address submitted by the patent applicant.

In terms of trends, during the period of 2010-2015, the number of patent applications for lithium battery negative electrode materials in various provinces was relatively small. Since 2016, the number of patent applications for lithium battery negative electrode materials in Guangdong and Jiangsu has begun to increase and has remained the leader. The number of patent applications for lithium battery negative electrode materials in Zhejiang, Hunan, Beijing and other provinces from 2010 to 2020 is not much different.

Statistical scope: Statistics are based on the address submitted by the patent applicant.

2. Global competition landscape of applicants for lithium battery anode material technology

(1) Concentration of patent applicants: Market concentration is not high, and CR10 fluctuates downward

From 2010 to August 2021, the CR10 of global lithium battery negative electrode material patent applicants showed a fluctuating downward trend, from 41.94% in 2010 to 13.80% in August 2021. Overall, the concentration of global lithium battery negative electrode material patent applicants is not high, and the concentration is showing a downward trend.

Explanation of statistical scope: Market concentration - CR10 is the proportion of patent applications from the top 10 applicants in terms of total number of applications to the total number of patent applications in the field (in which, when there are joint applications, the number of patents will not be deduplicated).

(2) Top 10 patent applicants

——Total volume and trend: LG Chem Co., Ltd. takes the top spot

The top 10 applicants for patent applications in the global lithium battery negative electrode material industry are LG Chem Co., Ltd., Toyota Motor Corporation, Samsung SDI Co., Ltd., Panasonic Intellectual Property Management Co., Ltd., Changsha Juneng New Energy Co., Ltd., Robert Bosch GmbH, CATL, Murata Manufacturing Co., Ltd., Samsung Electronics Co., Ltd., and Japan Battery Co., Ltd.

Among them, LG Chem Co., Ltd. has the largest number of patent applications for lithium battery negative electrode materials, which is 2021. Although Toyota Motor Corporation ranks second, the number of patent applications for lithium battery negative electrode materials is much lower than that of LG Chem Co., Ltd., which ranks first, at 631.

Note: Joint applications are not excluded.

In terms of trends, from 2010 to 2016, the number of lithium battery negative electrode material patents applied for by the top ten lithium battery negative electrode material patent applicants in the world was not much different. It was not until 2017 that LG Chem Co., Ltd. began to stand out. In 2020, the number of lithium battery negative electrode material patent applications filed by LG Chem Co., Ltd. reached 468, which is about 4 times the number of lithium battery negative electrode material patent applications of the second-ranked Ningde New Energy Technology Co., Ltd.

——Patent technology distribution: H01M10 has more layouts in sub-sectors

At present, the technologies of the top 10 applicants in terms of the number of patent applications in the global lithium battery negative electrode material industry are mainly distributed in the H01M10 sub-field. Among them, LG Chem Co., Ltd., which ranks first in the world in terms of the number of patent applications for lithium battery negative electrode materials, has 902 patent applications in this sub-field.

(3) Applicants of the top 10 patents with the highest market value: Semiconductor Energy Research Institute Co., Ltd. holds two seats

Among the top 10 patents with the highest value in the global lithium battery negative electrode material market, two are occupied by Semiconductor Energy Research Institute Co., Ltd., with the highest value of each being around US$8.4 million.

Note: The most valuable patent refers to the simple family with the highest patent value in the technical field. The current statistical caliber is based on the deduplication rule of one patent representative per group of simple families, and any patent with patent value in the family is selected for display.

(4) New entrants in patent applications: Top 10 new entrants

There are ten new entrants worldwide, namely Changsha Juneng New Energy Co., Ltd., Hefei Guoxuan High-tech Power Energy Co., Ltd., Central South University, Guangdong University of Technology, Shaanxi University of Science and Technology, Honeycomb Energy Technology Co., Ltd., Yinlong New Energy Co., Ltd., South China University of Technology, Kunshan Baoxin Energy Technology Co., Ltd., and Kunming University of Science and Technology. These ten new entrants were relatively active in applying for lithium battery negative electrode material patents in 2020. Among them, Hefei Guoxuan High-tech Power Energy Co., Ltd. applied for the largest number of lithium battery negative electrode material patents, which was 102.

New entrant definition: Applicants who have filed patent applications only within the past 5 years.

The above data refers to the "China Lithium Battery Negative Electrode Materials Industry Market Outlook and Investment Strategy Planning Analysis Report" by the Forward-looking Industry Research Institute. At the same time, the Forward-looking Industry Research Institute also provides solutions such as industrial big data, industrial research, industrial chain consulting, industrial maps, industrial planning, park planning, industrial investment promotion, IPO fundraising and feasibility study, and prospectus writing.