Battery Makers 2017: Panasonic & BYD Hold Majority Of Market

MAR 11 2018 BY MARK KANE 25

Various plug-in electric car models compete on the market, but the top three battery suppliers remains the same as last year.

Panasonic Cell

Worldwide, EV car sales increased by around 58% last year, but new models often gets higher capacity battery packs, so the battery market is growing faster.

In 2017, nearly 35,000 MWh of batteries were supplied for plug-in cars alone, which is 70% more than one year ago (all numbers are estimated).

Panasonic, as the first to exceed 10,000 MWh, grew by some 52%. BYD had a hard year, while LG Chem went up strong by 54%. There is also CALB mentioned by EV Sales Blog, right behind LG Chem.

There is no doubt that Panasonic will remain #1 asthe  Tesla Model 3 takes off.

Read Also: Toyota Looks To Team Up With Panasonic On Prismatic Batteries

We need to add that batteries for commercial plug-ins like trucks and buses, especially in China, are not included. EV Sales Blog estimates that it could be more than 40,000 MWh of additional capacity (CATL 12 GWh, BYD 8.4 GWh and Optimum 6.7 GWh).

Source: EV Sales Blog

Categories: Battery Tech, Sales

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25 Comments on "Battery Makers 2017: Panasonic & BYD Hold Majority Of Market"

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“We need to add that batteries for commercial plug-ins like trucks and buses, especially in China, are not included. EV Sales Blog estimates that it could be more than 40,000 MWh of additional capacity (CATL 12 GWh, BYD 8.4 GWh and Optimum 6.7 GWh).” >>> Which will put BYD far head of Panasonic.

I agree, everything you mentioned should be included in the chart to create a more accurate assessment of the battery production for the transportation market.

Yeah but you see, they have to make tesla look good, the best, our perfect saviour the supreme good leader

Elon Musk for president!

Of spacex.

yeah – that statement is fantastic.

Like – we know our chart is totally misleading. And simple math tells us that Panasonic is maybe number 3 or so. But we are Tesla fans, so lets report it so that it looks like Tesla is a big success and driving the entire market – even if they aren’t.

???? You plan to buy an electric bus or industrial truck?

I doubt it, like me your most likely purchase will be an electric car. Additionally, the big claim in the media is that Tesla will be crushed by the old car companies, and this chart shows the big gap the old car companies have if they plan to take on Tesla and the other new electric car companies out there.

This is about scale in EV battery production. All EV batteries.

Or “We hate Tesla and can’t have a chart that tracks batteries on cars. Must include heavy commercial vehicles to try and skew things to make Tesla look as worst as possible.”

Production within China should probably be on a completely separate chart. Their government decides who can play and who cannot. LG invested a couple hundred million in a factory and the gov for political reasons refused to approve them for domestic subsidies.

If you have valuable IP it is probably best to not produce in China as they often will construct shadow factories to build your products.

Not only does China take the companies’ intellectual property, but they insist that no manufacturer own more than 49%.

But China gets to own it all in the U.S.

They VERY clearly state in the chart and text that it is about plug-in ** CARS ** … why is that hard to see and understand?

Notice how the serial anti-Tesla trolls (you know-the same ones who said that the Giga Factory was a huge mistake and would sink Tesla) are getting desperate!

Another Euro point of view

Would you have information about battery cells output of GF in 2017 ?
I am curious about it.
I understood GF only produces the new 2170 cells which are used in the Model 3.

Model 3 delivered as of 31.12.2017: +/- 1’800.

Model 3 produced as of 31.12.2017: +/- 3’000 (?)

Let’s say Panasonic out-produced 2170 cells by 50% in expectation of the 2018 ramp up: so cells production for 4’500 Model 3 with a (gross) battery capacity of 75kWh.

So a 2017 yearly production of approx. 0.4GWh.

Wish to make a constructive remark about the above computation ?

Another Euro point of view

“Wish to make a constructive remark about the above computation ?”

Note the “Constructive” :-), not easy to make such a remark using a 4 words vocabulary list I guess (fudster, basher, hater, troll…)

Of course he doesn’t. He’s just posts here attacking other people to make him feel better about his sad little life. Can’t even come up with an original attack either…

“Wish to make a constructive remark about the above computation ?”

It fails to include Production for Tesla Energy storage products.

Euro troll POV also fails to see my main point as usual.

With Panasonic already dominant in the PEV market by just by supplying 18650 cells from Japan for Tesla Models S & X, the additional growing output of the GigaFactory that he and other trolls railed against is going to really dwarf all other automakers supply:

In other words, Tesla with approx 100,000 cars/year is going to go way beyond this with Giga supplied Model 3, Y, Semi, stationary energy products and I’m sure they will be building another Giga in next 2 years or so to continue scaling for their growth.

Nice, more reasons to avoid Chinese crap, they are getting too big and I don’t really support China’s business strategy (avoid competitors, screw them as much as possible, grow alone in China, go abroad with all the money you collect and take over competitors in their home lands). Take this seriously now that they will have a disgusting dictator for a long long long long time.

Actually adding battery capacity for buses and trucks to the total puts both BYD and CATL ahead of Panasonic with both over producing over 13MWh battery capacity.

Is not mentioned lithium iron phosphate batteries, wich have huge development by BYD vehicles

BYD has already switched away from that to newer chemistry in some of their vehicles and is working on switching totally away from that on all of them…
The Chinese gov gives bigger incentives to more energy dense batteries so BYD is losing out buy using that tech…

Of course not. LiFePO4 is superior in all ways but energy density.
So for any use that doesn’t require the highest energy density they will of course use the better chemistry.

What does Life so cost?

The battery market is also drastically changing in the next couple of years…
BYD spun their battery division off at the end of last year and they have started selling batteries to other auto manufactures and are also switching to a newer chemistry this year…
CATL, SK, LG, BYD and others are all building new factories right now…
CATL will supply VW batteries in China and with the Chinese EV mandate VW will have to sell tons of EVs there…
LG has contracts with almost every auto manufacture and who knows what conversations they are having with GM right now about increased Bolt EV production…
If (WHEN) DHL fully greenlights Tesla semis that will open the floodgates for most other companies who are too small to take risks on new tech and they will start buying too…
Home batteries massive batteries for grid backup…
The battery market is set to explode in a safe fashion…

Hehe, I like what you did there 🙂