Brand new research on battery & battery material suppliers
This report highlights the findings of research conducted throughout 2011 by ABOUT Automotive. Extensive primary research was undertaken for this report, including many senior-level interviews at the major companies involved in the sector. A significant part of the research was conducted on the ground in Japan, where the Japanese battery and battery material manufacturers have held a more than 90% supply share since the Prius and Insight launches in the late 1990s.
This first edition study provides fresh, unbiased insight in a number of areas, including:
- The market for EV/hybrid batteries and battery material suppliers, determining the trends and topical issues, as well as providing valuable market sector data;
- The main manufacturers in both the battery and battery material supplier sectors;
- Vehicle manufacturer strategy analysis of the major players involved with EV/hybrid batteries; and
- Statistical appendix including model-level sales data for EV/hybrid vehicles.
The report provides answers to such vital questions as:
- How quickly will lithium-ion batteries replace nickel-metal hydride as the battery of choice for EV and pure electric cars?
- To what extent will Toyota – with their continued investment in nickel-metal hydride – slow the penetration of lithium-ion batteries?
- While Japanese suppliers continue to be the market leaders in the battery material sector, which manufacturers from other regions are set to catch-up and compete with them?
- The sales performance of which 6 key vehicles will provide the best early indicator of progress toward the switch from nickel-metal hydride to lithium-ion?
- What are the projected sales for both hybrid and pure electric vehicles in 2020?
- Why will pure electric vehicles not enjoy major growth until after 2020, especially in China?
Chapter one provides our analysis of the EV and hybrid battery sector, including production forecasts to 2020 and market share intelligence. Profiles and analysis of the leading manufacturers are also included.
Chapter two analyses the battery material supplier sector, providing market intelligence (for separators, anode and cathode materials, electrolytes and electrolyte salt) and profiles of 15 of the leading Japanese suppliers.
Chapter four provides an authoritative analysis of the leading vehicle manufacturer strategies:
- Suzuki, Mazda and other Japanese manufacturers
- Japanese bus and truck manufacturers
- North American OEMs
- European OEMs
- Asia OEMs
Chapter 1: EV and Hybrid Batteries
1.1 Battery trends – the market
1.1.2 The power of Toyota
1.2: EV/Hybrid battery manufacturers
1.3: EV Battery manufacturer review
1.3.1: GS Yusa Corp. (Lithium Energy Japan)
1.3.2: GS Yuasa Corp. (Blue Energy Co. Ltd)
1.3.3: Hitachi Vehicle Energy Ltd.
1.3.4: Johnson Controls Inc. and Saft Groupe SA
1.3.5: LG Chem Ltd.
1.3.6: Mitsubishi Heavy Industries Ltd.
1.3.7: NEC Corp. (Automotive Energy Supply Corp.)
1.3.8: Panasonic Corp.
1.3.9: Primearth EV Energy Co.
1.3.10: BYD Battery Co.
1.3.11: Sanyo Electric Co.
1.3.12: SB LiMotive
1.3.13: Toshiba Corp.
Chapter 2: Automotive battery material supplier market
2.1: Japanese dominance
2.2: The market
2.2.2: Anode materials
2.2.3: Cathode materials
2.2.5: Electrolyte salt
2.3: Japanese material manufacturers
2.3.1: Asahi Kasei
2.3.3: Tonen General Sekiyu
2.3.4: Sumitomo Chemical Co. Ltd.
2.3.5: Mitsui Chemicals
2.3.6: UBE Industries
2.3.7: Hitachi Chemical
2.3.8: Showa Denko K.K.
2.3.9: Nippon Power Graphite Co. Ltd.
2.3.10: Mitsubishi Chemical
2.3.11: Tanaka Chemical Corp.
2.3.12: Toda Kogyo Corp.
2.3.13: Kanto Denka Kogyo Co.
2.3.15: JSR Corp.
Chapter 3: Vehicle manufacturer strategies
3.1: Hybrids still reign as EV era begins
3.1.1: Six key vehicles to watch
3.3.1: Honda EV and plug-in hybrid strategy
3.5.1: Carlos Ghosn makes strong case for EVs
3.6: Suzuki, Mazda and other Japanese manufacturers
3.7: Japanese truck and bus manufacturers
3.8: North American OEMs
3.9: European OEMs
3.10: Asia OEMs
List of tables
Table 1: Lithium battery cost targets (per kWh)
Table 2: Energy efficiency by major vehicle types
Table 3: Battery-Vehicle manufacturer ties
Table 4: Lithium Energy Japan’s plant investment history
Table 5: Primearth batteries by model and type
Table 6: Hybrid / EV sales by manufacturer: 2010, 2015, 2020
Table 7: Toyota’s overseas plants that produce hybrids and EVs
Table 8: Countries where the Mitsubishi i-MiEV is being sold
Table 9: Nissan’s plant investment
Table 10: Countries where the Nissa Leaf is being sold
Table 11: Prefectures offering EV incentives
Table 12: Japanese government hybrid and EV penetration plan
Table 13: Nissan Leaf sales price by market
List of figures
Figure 1: Global Automotive EV battery forecast (in units): 2010, 2015, 2020
Figure 2: Global Automotive EV battery forecast (in value): 2010 / 2020
Figure 3: EV-hybrid batteries: manufacturer market shares 2010 / 2020
Figure 4: Hitachi Vehicle Energy’s latest lithium-ion battery module
Figure 5: LG Chem battery pack for the Chevrolet Volt
Figure 6: Chevrolet Volt powertrain layout with LG Chem lithium-ion battery pack
Figure 7: Nissan Leaf battery pack cutaway
Figure 8: Nissan Leaf battery assembly
Figure 9: Nissan Leaf battery mounting
Figure 10: Primearth’s NP2.0 6-cell module structure
Figure 11: Primearth’s NP2.5 battery pack
Figure 12: BYD’s lithium-ion phosphate (FE) battery
Figure 13: Sanyo Electric’s new lithium-ion battery plant
Figure 14: SB LiMotive’s lithium-ion battery and module
Figure 15: Toshiba’s SCiB battery module
Figure 16: Battery system for the Honda EV-neo scooter
Figure 17: Breakdown of lithium-ion battery costs by material
Figure 18: Separator demand: 254 million sq.m (2009)
Figure 19: Anode material demand: 18,652 tons (2009)
Figure 20: Cathode material demand: 30,845 tons (2009)
Figure 21: Electrolyte demand: 12,520 tons (2009)
Figure 22: Electrolyte salt demand: 3,780 tons (2009)
Figure 23: Toyota Prius Plug-In hybrid
Figure 24: Toyota Prius Plug-In hybrid lithium-ion battery
Figure 25: Honda Fit EV
Figure 26: Mitsubishi i-MiEV powertrain layout
Figure 27: Mitsubishi i-MiEV EV system layout
Figure 28: Nissan Leaf EV
Figure 29: Mazda Demio
Figure 30: Suzuki Swift Plug-In hybrid
Figure 31: Hino Dutro nickel-metal hydride battery pack
Figure 32: Chevrolet Volt
Figure 33: Ford Focus Electric powertrain
Figure 34: Eaton’s hybrid system
Figure 35: Mini E powertrain
Figure 36: Audi A1 e-tron powertrain
Figure 37: Renault’s EV lineup
Figure 38: Volvo V60 Plug-In hybrid
Figure 39: Hyundai Sonata Hybrid powertrain
Figure 40: BYD F3DM Plug-In hybrid
- BYD Battery Co.
- Carlos Ghosn
- GS Yuasa Corp. (Blue Energy Co. Ltd)
- GS Yusa Corp. (Lithium Energy Japan)
- Hitachi Chemical
- Hitachi Vehicle Energy Ltd.
- Johnson Controls Inc.
- JSR Corp.
- Kanto Denka Kogyo Co.
- LG Chem Ltd.
- Mitsubishi Chemical
- Mitsubishi Heavy Industries Ltd.
- Mitsui Chemicals
- NEC Corp. (Automotive Energy Supply Corp.)
- Nippon Power Graphite Co. Ltd.
- Panasonic Corp.
- Primearth EV Energy Co.
- Saft Groupe SA
- Sanyo Electric Co.
- SB LiMotive
- Showa Denko K.K.
- Sumitomo Chemical Co. Ltd.
- Tanaka Chemical Corp.
- Toda Kogyo Corp.
- Tonen General Sekiyu
- Toshiba Corp.
- UBE Industries