Monday, February 16, 2015

Battery Makers - Full Year 2014 (Updated)



Build Your Dreams Edition 

Another positive year for EV battery makers, with plug-ins selling more and more, the demand for batteries just keeps on growing, with an increase of 54% regarding the previous year. The Big Three continue to call the shots, but BYD is closing the gap...

The leader Panasonic is following the market growth, mainly thanks to battery-hungry Tesla, with VW now playing with the Big Boys, 2015 will be another great year for Panasonic

AESC, the joint venture between NEC and Nissan, continues to lose share (36% in '12, 28% in '13 and 23% now), despite the success of the Leaf (Renault is to blame), and with Nissan outsourcing to LG in the future, it looks that the market share will keep on going down;

LG Chem has been losing share, but with a new Chevy Volt coming along and the New Gen batteries coming in 2016, the future looks promising;

BYD is this year star, with the Qin propelling sales and doubling share in the battery market, from 3% last year to the current 6%, while surpassing GS Yuasa at the same time, becoming the largest of the small. Now with the battery-heavy Denza hitting the streets, it sure looks that BYD will continue to outperform the market and win even more market share; 

 - Lithium Energy Japan (GS Yuasa / Mitsubishi), it benefits from the success from the Outlander PHEV, but the 12kWh only can do so much to help improve sales;

Samsung has a partnership with BMW, and with the bavarian maker plug-in sales getting better and better, Samsung is experiencing a sales surge, it's now #6 with 4% share. 

Beijing Power Pride (BPP), battery supplier for BAIC, is first on a series of chinese battery makers, growing from insignificance to a small player status, BPP is now #7 with 2% share, but there are others, like Air Lithium in #9 (Kandi provider), Tianneng in #10 (Chery provider), and Wanxiang in #11 (That's right, those of Fisker deal, they supply batteries for Zotye) . 

A final remark for batteries chemistry, Li-Ion batteries dominate the market, but now they only own 88% vs 92% the year before, because chinese battery makers (Like BYD or BPP) prefer LiFePo4 (8% share now vs 4% in 2013).

PlBattery Makers
      2014 MWh
       2013
MWh
  %14%'13
1Panasonic2.7261.70038 35
2AESC1.6201.28923 28
3LG Chem 88681212 18
4BYD4611176 3
5Mitsubishi/GS Yuasa4512936 6
6
7
8
9
10
Samsung
Beijing Pride Power (BPP)
ACCUmotive
Air Lithium
Tianneng
314
121
103
102
77
N/A
N/A
N/A
N/A
N/A
4
2
1
1
1
 N/A
 N/A
 N/A
N/A
N/A

TOTAL7.1674.667

13 comments:

  1. Olá José.

    As vendas do e-Up e do e-Golf da Volkswagen estão incluídas na Panasonic? Tendo em conta que a Sanyo pertence a esse grupo?


    Continuação de bom trabalho. Abraços.

    ReplyDelete
    Replies
    1. Boa questão Pedro, efetivamente a VW continua com a Sanyo/Panasonic, enquanto a Audi está com a LG, mas está previsto que a VW passe a ter no futuro também a Samsung e a LG como fornecedores, nessa altura será uma dor de cabeça saber a quem atribuir os numeros da VW.

      Delete
  2. Jose, what is the metric/units you use in the table?

    ReplyDelete
    Replies
    1. Thought the same, little pointless to have numbers then you don't have units.

      Delete
  3. MWh, sorry for the lapse, the measure unit is now on the chart.

    ReplyDelete
  4. I'm afraid LiFePO4 batteries are also Li-ion batteries, See for example my 2011 article: http://seekingalpha.com/article/277597-lithium-ion-battery-developments-most-affected-key-companies-and-etfs.

    ReplyDelete
  5. Specifically, LiFePO4 is a type of positive electrode used in Li-ion cells. Other notable choices are LiCoO2, LiMn2O4 and Li[NiMnCo]O2. Such cells all typically have graphite negative electrodes, and pass lithium ions through a lithium salt electrolyte in an organic solvent.

    Nickel metal hydride cells are the most notable alternative to lithium ion for EVs, but unfortunately the technology is now owned by an oil company...

    ReplyDelete
  6. Thanks for the valuable information, James!

    ReplyDelete
  7. Weird, BYD claims to have moved 4000 buses last year. At 300kwh, this should be equivalent to 1.2 gwh in batteries, putting it third after Leaf.

    ReplyDelete
    Replies
    1. This ranking only considers light duty vehicles.

      Delete
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