Batteries had a faster production growth rate (+70%) than EV's (+58%) in 2017, as the market became more BEV-oriented and a number of models had their batteries super-sized.
Panasonic continues to lead the charge, but has dropped share, Tesla continues to pull the company boat, but this year it had the help of Toyota, thanks to the Prius Prime, this time with a decently-sized battery (For a PHEV, at least).
With the all-important Model 3 ramp up happening in 2018, expect Panasonic to continue leading throughout the year.
As for BYD, it kept the Second Place, but lost significant market share, due to production constraints, which lead the company to bet more on PHEV models than in their battery-heavy BEV versions.
LG followed the market, mostly thanks to the battery-hungry Chevrolet Bolt, but behind it, CATL was a close Fourth, with the Chinese company jumping two positions in 2017, benefitting from the Chinese PEV rise, namely the BAIC EC-Series.
If the Chinese PEV market continues to grow in 2018 like it did last year, expect CATL to replace LG in the Battery Makers podium, making two Chinese companies in the Top 3.
Pl
|
Battery Makers
|
2017 MWh
|
2016
MWh |
% '17
|
%' 16
|
1
|
Panasonic
|
10.125
|
6.665
|
29
|
33
|
2
3
|
BYD
LG Chem
|
4.693
3.523
|
4.020
2.285
|
14
10
|
20
11 |
TOTAL
|
34.772
|
20.400
|
A small remark, these are provisional numbers, based in some battery-size assumptions (eg, Tesla) and should serve as an indication, not as carved in stone values.
Does BYD number include busses? 14K Busses with 200 kWHr batteries would add something like 3000 MwHr. Also who supplies batteries to Yutong busses?
ReplyDeleteThis only counts Passenger cars, no Buses included.
DeleteThe 2017 China commercial vehicle (e.g. bus, truck) market was larger than passenger car by battery capacity. It's dominated by CATL and BYD. Mark Lu from IEK does a good job tracking China sales capacity. For 2017: CATL 12.0GWh, BYD 8.4GWh, and Optimum 6.7GWh. Total market was at 40.7GWh.
DeleteBattery data is even harder to get than cars sales one! all the data is over paywall...
DeleteAbout recent data, I found only this article:
http://www.businesskorea.co.kr/news/articleView.html?idxno=22835
Q1 2018 data(SNE Research) on battery production for EV:
Panasonic- 3,3 GWh
CATL - 2,3
BYD - 1,7
LG Chem - 1,7
AESC(=Nissan) - 1,2
Samsung SDI - 0,8
Tesla claims that GF1 production is 20 GWh that means 4GWh in Q3 and Q4, about 30% of world production(not more than 50% as Tesla claims)
Do you think these estimates are correct?
I think so, at first i thought CATL could be too valued, but then i remembered that they are providing batteries to some of the most important Chinese OEMs...So it makes sense.
DeleteBy my calculation lg chem might be a bit underestimated. Is the number based on car deliveries production or something else? Bolt, Volt, Zoe and Ioniq alone by deliveries makes up almost 3.8 gwh.
ReplyDeleteHi there, do you have the top 5 battery manufacturers of 2017? Many thanks,
ReplyDeleteYes, you can contact me to have that kind of data through efeelblog@gmail.com
DeleteAny new update for 2019?
ReplyDelete