tag:blogger.com,1999:blog-1399793419425111085.post6853100722180737397..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: Battery Makers 2017José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-1399793419425111085.post-43620839041984965292020-05-04T10:30:06.193+00:002020-05-04T10:30:06.193+00:00Any new update for 2019?Any new update for 2019?Anonymoushttps://www.blogger.com/profile/01866322102126648722noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-61095743785004119772018-08-04T08:10:05.654+00:002018-08-04T08:10:05.654+00:00I think so, at first i thought CATL could be too v...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.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-19855292352681040582018-08-03T10:01:11.149+00:002018-08-03T10:01:11.149+00:00Battery data is even harder to get than cars sales...Battery data is even harder to get than cars sales one! all the data is over paywall...<br />About recent data, I found only this article:<br />http://www.businesskorea.co.kr/news/articleView.html?idxno=22835<br />Q1 2018 data(SNE Research) on battery production for EV:<br />Panasonic- 3,3 GWh<br />CATL - 2,3<br />BYD - 1,7<br />LG Chem - 1,7<br />AESC(=Nissan) - 1,2<br />Samsung SDI - 0,8 <br /><br />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)<br /><br />Do you think these estimates are correct? <br />y.v.https://www.blogger.com/profile/09095130709099761216noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-1313471694970900422018-04-28T08:07:42.294+00:002018-04-28T08:07:42.294+00:00Yes, you can contact me to have that kind of data ...Yes, you can contact me to have that kind of data through efeelblog@gmail.comJosé Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-8332630410030608092018-04-27T08:56:32.853+00:002018-04-27T08:56:32.853+00:00Hi there, do you have the top 5 battery manufactur...Hi there, do you have the top 5 battery manufacturers of 2017? Many thanks,<br />Anonymoushttps://www.blogger.com/profile/16917446664211481001noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-49503825895529936372018-02-16T13:43:21.789+00:002018-02-16T13:43:21.789+00:00The 2017 China commercial vehicle (e.g. bus, truck...The 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.Jasonnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-26421083254905580762018-02-15T13:58:53.192+00:002018-02-15T13:58:53.192+00:00By my calculation lg chem might be a bit underesti...By 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.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-5043270313179268112018-02-15T06:20:49.160+00:002018-02-15T06:20:49.160+00:00This only counts Passenger cars, no Buses included...This only counts Passenger cars, no Buses included.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-68630960999413854902018-02-14T20:54:18.952+00:002018-02-14T20:54:18.952+00:00Does BYD number include busses? 14K Busses with 20...Does BYD number include busses? 14K Busses with 200 kWHr batteries would add something like 3000 MwHr. Also who supplies batteries to Yutong busses?Ahmet Gizhttps://www.blogger.com/profile/00456078706436543505noreply@blogger.com