A Look At The Top 10 Battery Makers For 2015 Based On MWh

2 years ago by Mark Kane 26

A Look At The Top 10 Battery Makers For 2015 Based On MWh (data source: EV Sales Blog)

A Look At The Top 10 Battery Makers For 2015 Based On MWh (data source: EV Sales Blog)

Panasonic 18650 High Capacity Lithium Batteries

Panasonic 18650 High Capacity Lithium Batteries

Thanks to EV Sales Blog, we have an outlook of the top EV battery manufacturers based on MWh produced.

First place is (and has been) occupied by Panasonic for a long time due to large demand from Tesla, which is currently the only carmaker producing long-range BEVs in volume, meaning that its needs a lot of batteries (currently 70 to 90 kWh per car). The other major customers for Panasonic are Volkswagen and Toyota.

The Japanese company delivered slightly more batteries so far this year than in the whole of 2014 – about 2,875 MWh, according to EV Sales Blog.

AESC (Nissan/NEC JV) suffers from the Nissan LEAF sales drop in U.S. and Japan. Battery production of 1,023 MWh by the end of September is too far below 2014’s 1,620 MWh to hope for a better result in 2015.

LG Chem already increased a few percent over the whole of 2014 to 916 MWh with still 3 months to go.

BYD is growing at a very fast pace – in the first nine months of 2015 it doubled its production for the whole of 2014, reaching 902 MWh.

Lithium Energy Japan (GS Yuasa / Mitsubishi JV) is at 404 MWh, so it should be able to increase over 450 MWh in 2014.

The last manufacturer at which we will stop is Samsung – also growing, to 359 MWh in nine months compared to 314 MWh in 12 months of 2014.

Source: EV Sales Blog

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26 responses to "A Look At The Top 10 Battery Makers For 2015 Based On MWh"

  1. Brian says:

    LG Chem and Panasonic are poised for a huge jump in volume in the next 2-3 years, as (to my understanding), those are the primary suppliers for the coming affordable 200-mile BEVs. I’m guessing AESC will either step up with competitive technology, or basically disappear from the equation. It’s a very competitive field right now, and competition is good!

    1. Pushmi-Pullyu says:

      Nissan has already said that the AESC plant in Tennessee will continue to make batteries for the Leaf, as will the AESC plant in Japan. Although neither Nissan nor LG Chem has confirmed that LG Chem’s technology-sharing deal with Daimler (Nissan’s partner) has been expanded to include AESC, it seems to be an open secret that this is so.

      In other words, it looks very much like AESC will be making batteries using LG Chem’s recipe, at least in Japan and Tennessee. No word yet on what’s going to happen with the AESC plant in the UK, so I’m guessing that may be shuttered, or diverted to making batteries for other purposes.

      1. Brian says:

        Riddle me this, Batman – if AESC builds an LG Chem battery, paying LG Chem presumably large royalties to do so, who should get credit for that battery? Who profits more from its production?

  2. GasKilla says:

    With all the press I’ve been reading lately I’d think LG Chem would be in second place, but perhaps they need the Bolt to come out before they really increase production.

    1. Brian says:

      LG Chem is investing today. They currently make the batteries for the Volt, but the Leaf outsells the Volt worldwide. The balance will tip towards LG Chem in the coming years. I wouldn’t be surprised to see them overtake Panasonic, even with Tesla on their team, due to the fact that they seem to be signing major deals with every major automaker they can.

      1. Robb Stark says:

        All of LG Chem’s clients are selling a limited number of BEVs. Niche vehicles and compliance vehicles. They are not planning to sell as many as the market demands nor to expand the market.

        Tesla will outsell them all combined in the coming years.

        1. Speculawyer says:

          The Volt is not a compliance car. But it does have a small battery. But the GM Bolt is the car that may push LG Chem into the really big league.

          1. Brian says:

            We know that GM is using LG Chem for the Bolt. There are also well-supported rumors that Nissan will use LG Chem for the Leaf 2. Both of these cars will have ~50-60kWh on board, each, and will sell in volumes. GM targeted 30,000 for the first year. That’s a lot of cars, and one can safely assume they intend to ramp up from there.

            1. GSP says:

              “Safely assume they will be ramping up from there”

              Not without a reliable nationwide network of DC fast chargers. Otherwise, buyers will be much more limited in number.

              GSP

        2. JeremyK says:

          @ Robb Stark
          “All of LG Chem’s clients are selling a limited number of BEVs. Niche vehicles and compliance vehicles. They are not planning to sell as many as the market demands nor to expand the market.”

          So, you’re saying the market will be constrained on the “supply side”? What volumes are you estimating and what evidence is there that battery suppliers won’t be able to keep pace?

  3. That numbers include a lot of guessing. Has Tesla ever published some real numbers of share of 60, 70, 85, and 90 packs?

    Second point are replacements, I have never found any real numbers from any manufacturer.

    1. Speculawyer says:

      Well they don’t even make the 60 any more. Most people seem to buy the 85KWH. But if even if you assume an average of like 70KWH, it is a huge number. But I suspect the average is closer to 80KWH.

      Replacements? There have been only been a tiny number of replacements. The cars are less than 5 years old!

  4. Speculawyer says:

    Grow, grow, grow. I hope we see big investment into the raw material suppliers. That is what we really need now to push down battery costs . . . lower costing raw materials. Crank up those Lithium, Cobalt, Manganese, and other needed mining operations.

    1. Pushmi-Pullyu says:

      It’s a pet peeve of mine that so many articles about rechargeable batteries claim, incorrectly, that most of the cost of the cell is in the raw materials. Actually, the majority of the cost is in the processed materials used to assemble the cell. The actual cost of the raw materials is a pretty small fraction of the total cost.

      There really isn’t much room for going lower on the prices for raw materials. The one exception is cobalt, which is a significant expense, and battery makers are developing ways to use less of it per cell.

      Where there seems to be real room for improvement is in developing more efficient and/or cheaper processes to turn raw materials into processed materials for battery cells.

      Lots of technical info here on this subject:

      http://www.ncbi.nlm.nih.gov/books/NBK100028/

      1. Ambulator says:

        “Actually, the majority of the cost is in the processed materials used to assemble the cell.”

        I’ve always suspected that, and 1$/kWh for the raw materials for lithium iron phosphate confirms it; although chemistries with nickel or cobalt are bound to cost much more.

  5. Mister G says:

    Who are the top 10 battery recyclers?

    1. Ziv says:

      I think Retriev (used to be called Toxco) is the major recycling player in North America. The plant in Trail BC is their original LiIon recycling plant but they also have two recycling plants in Ohio, too.
      There are other recyclers but Retriev is the big dog.

  6. Cavaron says:

    Those are just produced batteries which got implemented in EVs. All in all batteries manufactured for all kind of purposes it would be like 1. Samsung very close to 2. LG Chem and 3. Panasonic imho.

    Will be nice to see how fast LG and Samsung will gain momentum and if Teslas GF will be counted as a new player or as ja joint venture with panasonic like AESC.

  7. Isaac says:

    Search in google about Graphenano or Grabat Energy. They say that graphene battery is ready.

  8. Rolf says:

    Look at http://n.mynews.ly/!kB.DF-ZH
    A new Natrium-based battery technology was awarded by the “innovation radar prize” in Lissabon, sponsored by the European Union. It has double capacity compared to Li-Ion and takes only 5 mins to get fully charged. They use a SMART EV as proof for their new technology.

    1. Stephen Hodges says:

      Interesting that if you look up “Natrium” which sounds very exotic, you find it is an old name for “Sodium”…. which doesn’t sound so new-wave. Sodium batteries? never heard of them. Anyone?

      1. Cavaron says:

        Sodium is another name for salt. And yes, I’ve hear about salt-batteries:
        https://en.wikipedia.org/wiki/Molten_salt_battery

  9. Mikael says:

    It would be very interesting to know how many MWh these battery makers produce in total, not just for cars.
    If anyone has that information (or at least a company ranking) I’d be very happy to see it.

    And if someone has the information of the total production capacity that would be very interesting to know to (to know which producers could ramp up fast without building more facilities).

  10. Anthony Castro says:

    I wonder how much Duracel and Energizer produce?

    1. Rolf says:

      In my 45 years history of using rechargeable batteries wherever possible, I did not have these two brands among my NiCds or NiMhs. To my mind, they are producers of reliable throw-away batteries.

      1. Stephen Hodges says:

        And sadly NiZn also proved to be throw away batteries too, despite the attraction of them being “1.6 volts” rather than 1.2. I wish someone other than PowerGenix would have a go at a reliable one. An eneloop NiZn would sell well!