Influence Of Individual Electric Vehicles On The Plug-In Vehicle Battery Market

MAY 13 2014 BY MARK KANE 11

24 kWh Lithium Battery Found Inside The 2013-2014 Nissan LEAF

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?

Market Share Graphic Via Lux research

Market Share Graphic Via Lux research

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11 Comments on "Influence Of Individual Electric Vehicles On The Plug-In Vehicle Battery Market"

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So all the plugin batteries in the world can store 1 hour worth of electricity produced by one typical power generation plant 😉

The graph shows sales per quarter, not cumulative.

Oh yes- 1 hour last quarter. Maybe 6 hours total.

And now compare that with cumulative miles driven – impressive what you can do with so little electricity, isn’t it? 🙂

Why would we want to store the power from a power plant? The energy is already stored in the form of coal, natural gas, uranium, etc.

And we really don’t need it for renewables at this point either. Would it be nice to have? Sure. But it really isn’t an issue until you start getting 40+% of your electricity from renewables.

For now, we just need batteries for cars since that allows the cars to carry electrical energy with them.

If “Other” is the 2nd highest, how come we don’t know “other’s” name?

Maybe all the Lead-Acid manufacturers (think of forklifts, golf-carts and NEVs)…

Explains why the new LGChem North American factory is not ramping up as expected.

Battery manufacturing is still a risky business with unpredictable customers.

So in my mind
1.) Renault-Nissan is wise to have two supplieres
2.) Combined they are at Teslas Niveau

Not bad from scaling and pricing. Where does BMW and VW gets their stuff from ?

Regards

VW: Panasonic
BMW: Samsung

It is depressing that all the USA based Li-Ion companies flopped. A123, Enerdel, Valence Technology . . . why can’t we make batteries?

🙁