This is a demo store. No orders will be fulfilled.
Global Lithium-ion Battery Production and Capacity Expansion, Forecasts to 2025
Global Lithium-ion Battery Production and Capacity Expansion, Forecasts to 2025
Installed Production Capacity of Top 10 Suppliers to Expand from 150 GWh in 2018 to about 740 GWh by 2025, at a CAGR of 25.58%
22-May-2019
North America
Description
The automotive industry is evolving rapidly in terms of technology as well as tackling environmental issues. Electric vehicles (EVs) have been introduced as a clean energy initiative as they have low or zero emissions and have come a long way to become an integral part of OEMs’ business strategies. Automakers like PSA and Volkswagen (VW) are creating separate EV business units to prepare for the expected EV boom in the future. However, the surge in EV demand will create the need for a huge supply of lithium ion batteries, charging infrastructure etc.
Asian manufacturers lead the production of lithium ion batteries for the EV industry by a distance. Major suppliers like CATL, BYD, LG Chem, Samsung and SK Innovation have already ramped up production capacities and have huge targets for the coming years in terms of installed capacities. They have also entered into partnerships or signed supply contracts with almost all EV manufacturers in the world. The increase in their production capacities is due to the huge EV sales targets set by major automakers for the coming future in order to comply with stringent emission standards. Europe is turning out to be the most attractive destination as it is already home to many EV manufacturers. CATL has announced plans to expand the battery production capacity at its Germany plant to 100 GWh by 2025, which will make it the largest plant by then.
NCM is the most desired battery chemistry and is expected to continue dominating, with NCM 8:1:1 set to come out in 2019. Reducing cobalt content has been identified as an effective means to lower the production cost of lithium ion batteries. This has given rise to the NCM 811 battery and is expected to lead to the NCM 9.5.5 as well. OEMs will concentrate on suppliers who can meet their aggressive sales targets. Every OEM is expected to have more than one LiB supplier and will use cobalt-free, high-density batteries.
The study gives us a detailed analysis of the current and future production and plant capacity expansion trends in the lithium ion battery market and technology space. It can also be used to gain insights into battery manufacturer strategies in establishing a profitable supply chain and to track the various automotive trends and their impact on the lithium ion battery market.
Key Issues Addressed
- What are the current production hotspots? Will there be a shift in market focus from Asia to Europe?
- How is the battery technology going to evolve during the forecast period?
- Will there be a supply-demand shortage in the future?
- Which battery manufacturers are currently leading the race and which ones will lead in the future?
- Which region is currently the most attractive for battery manufacturers and why?
Table of Contents
Key Takeaways
Regional Overview—Current Production Scenario
Regional Overview—Production Plants in China
Regional Overview—Shift to Europe?
Battery Chemistry Overview
Battery Chemistry Overview—Solid-State Batteries
Supply-Demand—Calculated Energy Demand from Forecast EV Sales
Supply-Demand—Battery Production Capacity to 2025
Raw Material Supply—Battery Pricing Analysis
Raw Material Supply—Lithium and Cobalt
Raw Material Supply—Cathode Suppliers
LiB Manufacturing Targets Announced by Battery Makers
Gigafactories—Battle of Supply*
Battery Portfolio—Battery Supply Chain by Battery Cell Chemistry
Battery Portfolio—Battery Value Chain Mapping
Current Benchmarking of OEM Sourcing Strategies
Research Scope
Research Aims and Objectives
Key Questions this Study will Answer
Research Methodology
Product Segmentation
Regional Overview—Current Production Scenario
Regional Overview—Asia’s Dominance
Regional Overview—Production Plants in China
Regional Overview—Europe’s Roadmap
Regional Overview—Shift to Europe?
Regional Overview—Li-ion Production Expansion Plans, Europe
Battery Chemistry Overview
Battery Chemistry Overview—Battle of Cathode Chemistries
Battery Chemistry Overview—Worldwide Battery Chemistry Trend
Battery Chemistry Overview—Anode Chemistry
Battery Chemistry Overview—Solid-State Batteries
Beyond 2025—Solid-State Batteries
New Battery Chemistry—An Overview of the Start-ups in Battery Tech
Supply-Demand—Global LiB Production Capacity Trend
Supply-Demand—Global xEV LiB Demand
Supply-Demand—Battery Production Capacity to 2025
Supply-Demand—Calculated Energy Demand from Forecast EV Sales
Calculated Energy Demand from Forecast EV Sales
Battery Manufacturing—Cell Manufacturing: Process Steps
Battery Manufacturing—Best Practices/Innovations
Raw Material Supply—Li-ion Battery Cost Breakdown
Raw Material Supply—Battery Pricing Analysis
Raw Material Supply—Lithium and Cobalt
Raw Material Supply—Lithium and Cobalt Production
Raw Material Supply—Major Lithium Deposits
Raw Material Supply—Cathode Suppliers
Raw Material Supply—Cathode Demand
LiB Manufacturing Targets Announced by Battery Makers
Active and Planned LiB Production Plants of Top 8 Manufacturers
Active and Planned LiB Production Plants of Top 8 Manufacturers (continued)
Gigafactories—Market Share Analysis
Gigafactories—Battle of Supply*
Battery Portfolio—Battery Supply Chain by Battery Cell Chemistry
Battery Portfolio—Battery Chemistry Adoption Trend (OEM)
Battery Portfolio—Battery Value Chain Mapping
Battery Portfolio—Battery Value Chain Mapping (Premium Segment OEM/Supplier)
Current Benchmarking of OEM Sourcing Strategies
Growth Opportunity—Social Collaboration
Strategic Imperatives for the xEV LiB Industry
Conclusion
Strategic Analysis of Global LiB Production and Capacity Expansion to 2025—3 Big Predictions
Legal Disclaimer
Market Engineering Methodology
List of Exhibits
List of Exhibits (continued)
List of Exhibits (continued)
List of Exhibits (continued)
List of Exhibits (continued)
List of Exhibits (continued)
Popular Topics
Deliverable Types | Market Research |
---|---|
No Index | No |
Podcast | No |
Author | Naga Karthik Voruganti |
Industries | Automotive |
WIP Number | K33F-01-00-00-00 |
Is Prebook | No |
GPS Codes | 9673-A6,9800-A6,9807-A6,9813-A6,9882-A6,9AF6-A6 |