Automotive Lithium-ion Batteries

Leading Manufacturers of Automotive Lithium-ion Batteries, Leading Automakers

I    Perspectives of Automotive Lithium-ion Battery Market

• Dependency on EV Policy Observed from "Reviewing of PHEVs"
• Obstacles to Shift Popular Cars to EVs
• "Flexibility" and "Ability to Coordinate" Required

II   xEV Market Status and Perspectives

1. Trend of xEV Policy by Region (Trend of Restrictions/Preferential Treatments)}
   1) Europe
   2) China
   3) Japan
   4) US
   5) Other Regions (India, ASEAN, Brazil, Russia, Africa)
   6) Trend of Charging Infrastructure in Each Country
   7) Trend of Charging Standard
2. Trend of Research & Development, Policy regarding xEV Lithium-ion Battery by Region
   1) Europe
   2) China
   3) Japan
   4) US
   5) Carbon Neutrality and Life Cycle Assessment (LCA)
3. Global xEV Market Trend
   1) Global Automobile Market Trend
   2) Environment surrounding Global xEV Market
   3) Global xEV Market Trend

III   Automotive Lithium-Ion Battery Market Status and Perspectives

1. Trend of Global Automotive Battery Market
   1) Market trend of automotive batteries (Lithium-ion batteries, Ni-MH)
   2) Automotive lithium-ion battery trends by xEV type
   3) Trend of automotive batteries (Lithium-ion batteries, Ni-MH) by region (Europe, US, Japan, China, Other Regions)
   4) Market trends of automotive lithium-ion batteries by shape
   5) Market share of global automotive lithium-ion batteries by Manufacturer
2. Trend of Supply Chain

• Automotive OEMs are increasingly establishing joint ventures and in-house production of LiBs, especially in North America
• On the other hand, there are moves to review the projects or withdraw.
• Responding to the policy has been added as the factor to fuel strengthening of supply chain of resources.
• By 2023 the top three lithium-ion battery manufacturers in total have capacity of surpassing annual 1TWh.
• European local lithium-ion battery manufacturers seem to be having hard times
• North America looks like establishing automotive-OEM joint venture structure mainly with South Korean lithium-ion battery manufacturers.

3. Battery Component Trends

• Cathode Components: Lithium iron phosphate (LFP) battery and Lithium manganese iron phosphate (LMFP) battery are under development by manufacturers of Japan and South Korea
• Still, optimal cathode material develoment without using iron continues considering geopolitical risks.
• Anode Components
• Electrolyte
• Separator

4. Reusing and Recycling of Lithium-ion Battery

IV   Trends and Strategies at Major Automakers

• Toyota Motor Corporation
• Volkswagen AG
• Hyundai Motor Group
• General Motors Company
• Nissan Motor Corporation
• Renault Group
• Mitsubishi Motors Corporation
• Stellantis (PSA/FCA)
• HONDA MOTOR CO.,LTD.
• Ford Motor Company
• BMW AG
• Geely Auto Group
• Mercedes-Benz AG
• Tesla, Inc.

V   Trends and Strategies at Leading Automotive Lithium-Ion Battery Manufacturers

• Contemporary Amperex Technology Ltd.
• BYD Company Limited
• LG Energy Solutions, Ltd.
• The Panasonic Energy Co., Ltd., Prime Planet Energy & Solutions, Inc.
• Samsung SDI Co., Ltd.
• SK on Co, Ltd.
• Hefei Guoxuan High-tech Power Energy Co., Ltd.
• AESC Group Ltd.
• GS Yuasa International Ltd. (Lithium Energy Japan, Blue Energy Co., Ltd.)
• Primearth EV Energy Co., Ltd.
• Vehicle Energy Japan Inc.