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;
- 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;
China is Rising...
Jan -Sep '15 MWh
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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.ReplyDelete
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.
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!!!)
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.
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!
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.
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
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