LG Chem battery cell quality inspection
Navigant Research's report on lithium-ion battery suppliers indicates that there are now three top suppliers - LG Chem, Panasonic and Samsung SDI.
Nissan-backed AESC leads the second pack of Contenders, which includes BYD, A123 Systems and Johnson Controls.
The Challengers group consists of just one company - Lithium Energy Japan, backed by Mitsubishi.
Other insights from Navigant Research is progressive translation from NiMH in hybrids to lithium-ion batteries (already common in all-electric and plug-in hybrids).
Most lithium-ion batteries (72% of all in the automotive industry) are to be used in all-electric cars, due to their large packs.
"While the market for Li-ion batteries for vehicle electrification is just beginning to develop, several companies have emerged as leaders. The most successful Li-ion battery manufacturers to date are large and financially stable companies or subsidiaries of these types of companies. Additionally, the leaders provide Li-ion batteries to multiple markets, such as the consumer electronics and emerging stationary grid energy storage markets. In terms of energy capacity, Navigant Research expects the global market for Li-ion batteries for light duty consumer HEVs and PEVs to grow by a 2015-2020 compound annual growth rate (CAGR) of 31.9% to 61.3 GWh. The majority (72%) of demand for Li-ion electric vehicle (EV) batteries is expected to come from battery electric vehicles (BEVs) due to the larger battery packs typical of those vehicle types.
This Navigant Research Leaderboard Report examines the strategy and execution of eight leading Li-ion battery manufacturers that are active in the light duty EV battery market. These players are rated on 12 criteria: vision; go-to market strategy; partners; production strategy; technology; geographic reach; sales, marketing, and distribution; product performance; product quality and reliability; product portfolio; pricing; and staying power. Using Navigant Research’s proprietary Leaderboard methodology, vendors are profiled, rated, and ranked with the goal of providing industry participants with an objective assessment of these companies’ relative strengths and weaknesses in the global Li-ion vehicle electrification storage market."
1. LG Chem
3. Samsung SDI
5. Johnson Controls
8. Lithium Energy Japan