Monday, November 2, 2015

Batteries - September 2015



BYD Chasing Silver 


- No surprises in the leadership, Panasonic is high above thanks to the success of battery-hungry Tesla, and with VAG plug-ins compensating for the Toyota sales drop, it's business as usual for Panasonic;

- AESC, the joint venture between NEC and Nissan, continues to lose share (Down 10% share regarding last year), with the Leaf sales losing steam and with Nissan outsourcing batteries to LG in the future, the future is bleak for the Joint Venture;

- LG Chem has stopped the bleeding and with the New Gen batteries coming late next year, it seems the future is once again bright for the South Korean manufacturer;

- BYD is on a never-ending growth trend, being the only manufacturer to significantly improve share (12% now vs 6% last year) in the ranking, all while doubling the volume achieved last year in just 9 months. With LG Chem and AESC close, it wouldn't be surprising if it could reach #2 by the end of this year; 

  - In a fast growing market, Lithium Energy Japan (GS Yuasa / Mitsubishi) sales have risen on a modest rate, hampered by the small battery volume each Outlander PHEV has;

- Samsung has a partnership with BMW and FIAT, and with both auto manufacturers plug-in sales improving, Samsung has improved share (Up 1% to 5% share) and has already beaten last year result. 

- BPP (BAIC provider) is the first of a series of small chinese battery makers at the bottom of the ranking, with Epower in #8, Wanxiang in #9 and Tianneng in #10 (Chery provider), an interesting fact is that all of them have increased share regarding last year.

 China is Rising...

PlBattery Makers
     Jan -Sep '15 MWh
       2014
MWh
  %15%'14
1Panasonic2.8752.72638
38
2
3		AESC
LG Chem		1.023
916		1.620
886		13
12
23
12
4
5		BYD
Mitsubishi/GS Yuasa		902
404		461
451		12
5
6
6
6Samsung3593145
4
7Beijing Pride Power (BPP)2491213
2
8
9
10

Epower
Wanxiang
Tianneng

206
191
125

N/A
N/A
77

3
3
2

N/A
N/A
1


TOTAL





7.615


7.167



Published by at
Labels:

5 comments:

  1. UnknownNovember 02, 2015

    BYD will have by the end of the year around 10 GWh of capacity to build batteries of a similar type and including those it puts in its cars.

    Their cars being mainly PHEVs rather than BEVs don't use as much as a BEV, but they also use their LiFePo chemistry in buses, several thousand a year with ~325 kWh packs, and in stationary storage and for other uses.

    Accordingly division by end use and restriction solely to those going into cars, whilst understandable, tells us very little about battery production capacity.

    ReplyDelete
  2. offibNovember 03, 2015

    Yo, Jose!

    There should be enough sales to make the last 3 Irish months worth while. Yet to be fully proven, the Nissan LEAF has kinda gone dormant again.

    As usual, it was October, less sales (2566 all over) but the EV portion is more potent. But not as potent as last year because of the LEAF in my only opinion.

    Yet there are new players, from VW... Speaking of which, you'd think October would see a sure shift in market after the whole scandal. Nope!! 75.53% of the market is dieselised! VW has the highest share and 70% of their sales being fecking diesels!

    On the plus side, 4 Plug-in Hybrid VWs have been registered. Making 1.3% of VW's total. Being Golfs, they're most likely the GTE. (yay!!!)

    http://www.beepbeep.ie/stats/?sYear%5B%5D=2015&sYear%5B%5D=&sRegType=1&sMonth%5B%5D=10&sMonth%5B%5D=10&sMake%5B%5D=Volkswagen&sRange%5B%5D=GOLF&x=29&y=10

    Yet that's not all, the i8 outperformed the i3 REx by 2 to 1, while we also saw our first registration of the BMW X5 xDrive 40e. Making 11% of all X5s.

    http://www.beepbeep.ie/stats/?sYear%5B%5D=2015&sYear%5B%5D=&sRegType=1&sMonth%5B%5D=10&sMonth%5B%5D=10&sMake%5B%5D=BMW&sRange%5B%5D=X5&x=50&y=9

    Overall, it's a very interesting month. It's like a battle for the LEAF against every PHEV out there. Which I think for the first time ever have PHEVs (I know about the i3 REx, I'm not getting into that fight again...) outsold EVs in Ireland!

    The figures:

    8 - Nissan LEAF

    4 - VW GTE
    2 - Mitsu Outlander PHEV
    2 - BMW i8
    1 - BMW i3 (REx)
    1 - BME X5 xDrive40e

    Interesting month, 0.70% market share (0.39% PHEV & 0.31% EV). No Kangoo Z.Es or e-NV200s showed up in October.

    Hope all this helps!

    Also, regarding my question about if there's any I-MiEV (and sisters) being built. Is there any way we can tell through the amount of capacity GS Yuasa produced over the amount of Outlanders built? I know its a stretch, but I really want to know if there's any I-MiEVs/C-Zeros/iOns being built for Europe, or are they just reserves in storage that are eventually sold. We do know however that a small amount is being built for the US by order, that's it.

    ReplyDelete
    Replies
    1. José PontesNovember 06, 2015

      Thanks, regarding the I-Miev family, i suspect that there are new units coming from Japan, sales are increasing and the numbers are becoming rather interesting.
      ;-)

      Delete
  3. Kirill KlipNovember 04, 2015

    Hello,

    Thank you.

    Great job, well done!

    I have used your article with all attributions to your Blog and will spread the word.



    Kind regards,

    Kirill Klip.

    ReplyDelete
  4. UnknownSeptember 15, 2016


    Thank you so much for taking the time for you personally to share such a nice info. I definitely enjoying every little bit of it. It is a great website and nice share. Please visit my website inverter battery supplier | Battery services in Bangalore

    ReplyDelete

Subscribe to: Post Comments (Atom)