24 kWh Lithium Battery Found Inside The 2013-2014 Nissan LEAF
When we look upon Lux Research's graph, released together with a report about plug-in vehicle battery market (see here), we can find out how particular models influence the whole market.
Panasonic has 39% of plug-in vehicle battery market. And we can see that Panasonic surged into first place exactly when Tesla started volume production of Model S in mid-2012.
Additionally, we can see how problems with the battery manufacturing process at GS Yuasa/Lithium Energy Japan brought down its share in early 2013, when Mitsubishi stopped deliveries of the Mitsubishi Outlander PHEV for a few months.
On the bottom line we see that BYD is growing, in part thanks to large orders for electric buses and in part because of the recent success of Qin plug-in hybrid in China.
LG Chem is supplying batteries to different carmakers, so it's hard to see the direct relationship between model and battery manufacturer, but the introduction of ZOE brought some increase. But now sales of Renault ZOE are lower than a year ago and sales of the Chevrolet Volt aren't growing, so LG Chem is losing some share of the market. Other vehicles using LG Chem are the Ford Focus Electric or Renault Twizy.
NEC, which probably should be taken into account rather as AESC (Nissan and NEC joint venture) is growing steady together with growing sales of the Nissan LEAF. The same modules are/were used in Renault Kangoo Z.E. and Renault Fluence Z.E.
Isn't it interesting what one simple graph can show us?