The growth in global demand for hybrid and pure electric vehicles will create
enormous opportunities for battery manufacturers. This brand new report looks
in detail at both battery manufacturers and battery material suppliers,
offering detailed forecasts for battery production and battery material demand
to 2020, as well as key market intelligence such as supplier market share
Brand new research on battery & battery material suppliers
This report highlights the findings of research conducted throughout 2011 by
ABOUT Automotive. Extensive primary research was undertaken for this report,
including many senior-level interviews at the major companies involved in the
sector. A significant part of the research was conducted on the ground in
Japan, where the Japanese battery and battery material manufacturers have held
a more than 90% supply share since the Prius and Insight launches in the late
This first edition study provides fresh, unbiased insight in a number of
- The market for EV/hybrid batteries and battery material suppliers,
determining the trends and topical issues, as well as providing valuable
market sector data;
- The main manufacturers in both the battery and battery material supplier
- Vehicle manufacturer strategy analysis of the major players involved with
EV/hybrid batteries; and
- Statistical appendix including model-level sales data for EV/hybrid
The report provides answers to such vital questions as:
- How quickly will lithium-ion batteries replace nickel-metal hydride as the
battery of choice for EV and pure electric cars?
- To what extent will Toyota - with their continued investment in
nickel-metal hydride - slow the penetration of lithium-ion batteries?
- While Japanese suppliers continue to be the market leaders in the battery
material sector, which manufacturers from other regions are set to catch-up
and compete with them?
- The sales performance of which 6 key vehicles will provide the best early
indicator of progress toward the switch from nickel-metal hydride to
- What are the projected sales for both hybrid and pure electric vehicles in
- Why will pure electric vehicles not enjoy major growth until after 2020,
especially in China?
Chapter one provides our analysis of the EV and hybrid battery sector,
including production forecasts to 2020 and market share intelligence. Profiles
and analysis of the leading manufacturers are also included.
Chapter two analyses the battery material supplier sector, providing market
intelligence (for separators, anode and cathode materials, electrolytes and
electrolyte salt) and profiles of 15 of the leading Japanese suppliers.
Chapter four provides an authoritative analysis of the leading vehicle
- Suzuki, Mazda and other Japanese manufacturers
- Japanese bus and truck manufacturers
- North American OEMs
- European OEMs
- Asia OEMs
Table of Contents
Chapter 1: EV and Hybrid Batteries
- 1.1: Battery trends - the market
- 1.1.2: The power of Toyota
- 1.1.3: Post-2020
- 1.2: EV/Hybrid battery manufacturers
- 1.3: EV Battery manufacturer review
- 1.3.1: GS Yusa Corp. (Lithium Energy Japan)
- 1.3.2: GS Yuasa Corp. (Blue Energy Co. Ltd)
- 1.3.3: Hitachi Vehicle Energy Ltd.
- 1.3.4: Johnson Controls Inc. and Saft Groupe SA
- 1.3.5: LG Chem Ltd.
- 1.3.6: Mitsubishi Heavy Industries Ltd.
- 1.3.7: NEC Corp. (Automotive Energy Supply Corp.)
- 1.3.8: Panasonic Corp.
- 1.3.9: Primearth EV Energy Co.
- 1.3.10: BYD Battery Co.
- 1.3.11: Sanyo Electric Co.
- 1.3.12: SB LiMotive
- 1.3.13: Toshiba Corp.
Chapter 2: Automotive battery material supplier market
- 2.1: Japanese dominance
- 2.2: The market
- 2.2.1: Separators
- 2.2.2: Anode materials
- 2.2.3: Cathode materials
- 2.2.4: Electrolytes
- 2.2.5: Electrolyte salt
- 2.3: Japanese material manufacturers
- 2.3.1: Asahi Kasei
- 2.3.2: Celgard
- 2.3.3: Tonen General Sekiyu
- 2.3.4: Sumitomo Chemical Co. Ltd.
- 2.3.5: Mitsui Chemicals
- 2.3.6: UBE Industries
- 2.3.7: Hitachi Chemical
- 2.3.8: Showa Denko K.K.
- 2.3.9: Nippon Power Graphite Co. Ltd.
- 2.3.10: Mitsubishi Chemical
- 2.3.11: Tanaka Chemical Corp.
- 2.3.12: Toda Kogyo Corp.
- 2.3.13: Kanto Denka Kogyo Co.
- 2.3.14: Kureha
- 2.3.15: JSR Corp.
Chapter 3: Vehicle manufacturer strategies
- 3.1: Hybrids still reign as EV era begins
- 3.1.1: Six key vehicles to watch
- 3.2: Toyota
- 3.3: Honda
- 3.3.1: Honda EV and plug-in hybrid strategy
- 3.4: Mitsubishi
- 3.5: Nissan
- 3.5.1: Carlos Ghosn makes strong case for EVs
- 3.6: Suzuki, Mazda and other Japanese manufacturers
- 3.7: Japanese truck and bus manufacturers
- 3.8: North American OEMs
- 3.9: European OEMs
- 3.10: Asia OEMs
List of tables
- Table 1: Lithium battery cost targets (per kWh)
- Table 2: Energy efficiency by major vehicle types
- Table 3: Battery-Vehicle manufacturer ties
- Table 4: Lithium Energy Japan's plant investment history
- Table 5: Primearth batteries by model and type
- Table 6: Hybrid / EV sales by manufacturer: 2010, 2015, 2020
- Table 7: Toyota's overseas plants that produce hybrids and EVs
- Table 8: Countries where the Mitsubishi i-MiEV is being sold
- Table 9: Nissan's plant investment
- Table 10: Countries where the Nissa Leaf is being sold
- Table 11: Prefectures offering EV incentives
- Table 12: Japanese government hybrid and EV penetration plan
- Table 13: Nissan Leaf sales price by market
List of figures
- Figure 1: Global Automotive EV battery forecast (in units): 2010, 2015,
- Figure 2: Global Automotive EV battery forecast (in value): 2010 / 2020
- Figure 3: EV-hybrid batteries: manufacturer market shares 2010 / 2020
- Figure 4: Hitachi Vehicle Energy's latest lithium-ion battery module
- Figure 5: LG Chem battery pack for the Chevrolet Volt
- Figure 6: Chevrolet Volt powertrain layout with LG Chem lithium-ion
- Figure 7: Nissan Leaf battery pack cutaway
- Figure 8: Nissan Leaf battery assembly
- Figure 9: Nissan Leaf battery mounting
- Figure 10: Primearth's NP2.0 6-cell module structure
- Figure 11: Primearth's NP2.5 battery pack
- Figure 12: BYD's lithium-ion phosphate (FE) battery
- Figure 13: Sanyo Electric's new lithium-ion battery plant
- Figure 14: SB LiMotive's lithium-ion battery and module
- Figure 15: Toshiba's SCiB battery module
- Figure 16: Battery system for the Honda EV-neo scooter
- Figure 17: Breakdown of lithium-ion battery costs by material
- Figure 18: Separator demand: 254 million sq.m (2009)
- Figure 19: Anode material demand: 18,652 tons (2009)
- Figure 20: Cathode material demand: 30,845 tons (2009)
- Figure 21: Electrolyte demand: 12,520 tons (2009)
- Figure 22: Electrolyte salt demand: 3,780 tons (2009)
- Figure 23: Toyota Prius Plug-In hybrid
- Figure 24: Toyota Prius Plug-In hybrid lithium-ion battery
- Figure 25: Honda Fit EV
- Figure 26: Mitsubishi i-MiEV powertrain layout
- Figure 27: Mitsubishi i-MiEV EV system layout
- Figure 28: Nissan Leaf EV
- Figure 29: Mazda Demio
- Figure 30: Suzuki Swift Plug-In hybrid
- Figure 31: Hino Dutro nickel-metal hydride battery pack
- Figure 32: Chevrolet Volt
- Figure 33: Ford Focus Electric powertrain
- Figure 34: Eaton's hybrid system
- Figure 35: Mini E powertrain
- Figure 36: Audi A1 e-tron powertrain
- Figure 37: Renault's EV lineup
- Figure 38: Volvo V60 Plug-In hybrid
- Figure 39: Hyundai Sonata Hybrid powertrain
- Figure 40: BYD F3DM Plug-In hybrid