Batteries - Global Thematic Research

  • ID: 4473006
  • Report
  • Region: Global
  • 24 pages
  • GlobalData
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  • AES
  • Autoliv
  • Continental
  • EnerSys
  • Johnson Matthey
  • Tencent
  • MORE
Batteries - Global Thematic Research


Lithium-ion batteries already power the modern mobile lifestyle. Now, the world’s auto industry is standardising around them for electric cars. So, too, are suppliers of renewable energy storage systems. Despite a raft of competing technologies, Lithium-ion is likely to remain dominant over the next five to seven years. This is because in its key prospective growth markets - connected devices, electric vehicles and home energy storage - safety issues tend to be paramount and no other technology has been as rigorously tested.

Inside this report, we will look at the dominance of lithium-ion battery and its prospective growth markets.

  • This report is part of the ecosystem of thematic investment research reports, supported by the “thematic engine”.
  • About the Thematic Research Ecosystem
  • The author has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, the author’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, the author tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in the author’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. The 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. The thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.
Reasons to buy
  • The thematic investment research product, supported by the thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
  • Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
  • Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
  • The unique differentiator, compared to all rival thematic research houses, is that the thematic engine has a proven track record of predicting winners and losers.
Note: Product cover images may vary from those shown
2 of 4


  • AES
  • Autoliv
  • Continental
  • EnerSys
  • Johnson Matthey
  • Tencent
  • MORE


Value chain
Lithium-ion: the dominant battery technology
Market size and growth forecasts
Competitor analysis
Alternatives to Lithium-ion battery technology
The main battery enabled sectors
Electric vehicles
Energy Storage


Battery chemistry
Battery types
Battery technologies

Public Companies
Unlisted Battery Companies


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  • AES
  • Alibaba
  • Alphabet
  • Apple
  • Autoliv
  • Baidu
  • Byd
  • China BAK
  • Continental
  • Delphi
  • Denso
  • Energizer
  • EnerSys
  • Exide
  • GS Yuasa
  • Johnson Controls
  • Johnson Matthey
  • LG Chem
  • Samsung SDI
  • Sebang Battery
  • Tencent
  • Tesla Motors
  • Toda Kogyo
  • Umicore
  • Valeo
Note: Product cover images may vary from those shown
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Note: Product cover images may vary from those shown