BYD Reaches #2
- No surprises in the leadership, Panasonic is high above thanks to the continued success of battery-hungry Tesla, with VAG plug-ins compensating for the Toyota sales drop, here it's business as usual for Panasonic;
- BYD is on a never-ending growth trend, being the only manufacturer to significantly improve share (14% now vs 6% last year) in the ranking, all while tripling production YoY;
- LG Chem has stopped the bleeding, with the Volt II ramping up production and the New Gen batteries coming later in the year, it seems the future is once again bright for the South Korean manufacturer, but the question now is: "Will a reinvigorated LG be able to remove BYD from the Second Spot?";
- AESC, the joint venture between NEC and Nissan, continues to lose share (Down 12%(!) YoY), with the Leaf sales losing steam and with Nissan outsourcing batteries to LG in the future, the future is bleak for the Joint Venture;
- 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 beaten last year result by a large margin, albeit it wasn't enough to win market share.
- Epower is the first of a series of small chinese battery makers at the bottom of the ranking, with BPP in #8, Air Lithium (Kandi provider) in #9 and Wanxiang in #10, an interesting fact is that all of them have increased share regarding last year.
| %'15||% '14|
|Beijing Pride Power (BPP)|
Air Lithium (Lyoyang)
Jose - any word on the China January sales?ReplyDelete
Not yet, i'm also waiting for those numbers to come.Delete
The figures given are for batteries which end up in EVs.ReplyDelete
AFAIK they don't even count BYDs batteries in buses.
And the total amount of batteries produced for all uses including stationary storage and so on is of course not counted.
Since the chemistries are very similar, although the formats differ, the mass production advantage does not lie nearly as much with Panasonic as would be inferred from the automotive figures.
BYD for instance now produces 10Gwh per annum of batteries of all kinds, up from 6Gwh last year and due to increase by another 6Gwh every year going forward.
So the above figures need to be seen that context.
Yes, this is only batteries for EV's, i don't have reliable numbers on buses, so i've decided to rule them out of the counting, but my guess is that with those taken in account, BYD would reach some 3.000-something MWh...Delete
Meaning that in the future it could theoretically go head to head with Panasonic in the Largest EV Battery Maker race.
Jose, what are your sources for the data?ReplyDelete
EV Sales blog numbers X battery size of each modelDelete
Jose, can you provide the battery size for each model in the future? That is very helpful information, too.Delete
It is not in the scope of EV Sales, but i'm working on something like that in another website, i will announce it once have it ready.Delete
How can i get the EV battery in Sri Lanka for my leaf car. DO you have any supplier details for EV battery (please email me: email@example.com)ReplyDelete