Total Installed Plug-In Battery Capacity By Cell Supplier To Date – Graph

10 months ago by Mark Kane 13

Tesla Model X on the Panasonic show stand

Tesla Model X on the Panasonic show stand

EV-volumes has sent its subscribers a special Christmas battery report, and according to the sales data, a total of  ~48,450 MWh worth of battery capacity has been installed in plug-in cars to date.

New high Density NMC Stack From 60 kWh Battery Pack (photo courtesy of Daily Kanban)

New high Density NMC Stack From Nissan’s 60 kWh battery back … that the company is totally not going to be debuting soon

EV-volumes breaks down the numbers even further, showing that four different lithium-ion chemistries haven taken the majority of the market:

NCA (high energy dense cells produced mainly by Panasonic for Tesla), NMC (various brands around the world), LFP (mostly Chinese plug-ins) and LMO (mostly Nissan & Mitsubishi).

Installed capacity by battery chemistry:

  • NCA – 14,810 MWh
  • NMC – 12,990 MWh
  • LFP – 9,528 MWh
  • LMO – 8,682 MWh
  • LTO – 745 MWh
  • Lead Acid – 243 MWh
  • LMP – 217 MWh

And here is great comparison between suppliers (big props to Jose Pontes at EV-Volume for the effort):

Installed capacity by battery supplier (source: EV-volumes)

Installed capacity by battery supplier (source: EV-volumes)

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13 responses to "Total Installed Plug-In Battery Capacity By Cell Supplier To Date – Graph"

  1. R.S says:

    AESC is Nissan, right? I didn’t think they were quite so big, but of course the Leaf has been with us for quite some time and it sold in respectable quantities.

    A YoY analysis would probably look different.

  2. TM says:

    Nice graph and breakdown!

  3. TM says:

    Decoder Chart
    Lithium manganese oxide LiMn2O4 IMR LMO Li-manganese
    Lithium manganese nickel LiNiMnCoO2 INR NMC —
    Lithium nickel cobalt aluminum oxide LiNiCoAlO2 — NCA Li-aluminum
    Lithium nickel cobalt oxide LiNiCoO2 — NCO —
    Lithium cobalt oxide LiCoO2 ICR LCO Li-cobalt
    Lithium iron phosphate LiFePO4 IFR LFP Li-phosphate

    1. DangerHV says:

      Don’t forget LTO -Lithium titinate.(not sure about spelling) These are low voltage and low density, but very fast charge rate and long cycle life. Some buses are using these. If there was a breakthrough in energy density with this chemistry, we’d have a superior battery. I don’t see this happening though. It’s similar to LFP – they seem to be at or near their limits now.

      1. Some Guy says:

        LTO is an anode material, rather heavy and the battery voltage (and energy density) is lower when compared to graphite anode technology. These disadvantages result in high cost for Lithium-ion batteries with LTO anode. LTO based cells would be more expensive in $/kWh than cells with graphite anode even if the LTO was available for free. Thus, this will remain a niche market for buses that recharge at every stop (which is expensive in terms of infrastructure) and some short term super high power applications.

    2. JustWilliamPDX says:

      Excellent! Thanks so much.

    3. Doggydogworld says:

      Thanks. What is LMP?

  4. Anon says:

    Panasonic is yuuuuuge. How much of that 31% marketshare, is Tesla directly involved with?

    Not all of Panasonic’s cells end up in cars– I have Panasonic 18650’s in my Green Works Lawn Mower.

    1. Mike I. says:

      The article says the figures are specific to plug-in cars. Of course, these battery makers and others make many other types of batteries that are not included.

    2. BenG says:

      Tesla is the vast bulk of Panasonic’s plug-in battery sales so far, I’m sure. Toyota’s plug-in Prius also used Panasonic batteries IINM, but volume so far on those is minuscule compared to Tesla because the Gen 1 Plug-in Prius had a very small battery, and the Prime has barely started sales.

      1. BenG says:

        I’m curious how the volume of batteries supplied for the non-plug-in Prius compare to these figures. Maybe I’ll crunch some numbers and report back.

        1. BenG says:

          Roughly 5.7 million Priuses sold. The vast bulk had about 1.3 kwh batteries. Makes 7.41 million kwh of batteries sold, or 7,4100 Mwh, or 7.41 gigawatt hours, mostly of nickle-metal hydride batteries in the 2004-2015 model years. Unless my math is off which is always a possibility.

  5. Four Electrics says:

    I’m surprised CATL is only at one percent.