市場調査レポート
商品コード
1286722
2023年上半期の世界の自動車OEMのバッテリー需給の見通し(~2035年)2023.1H Global Car OEM Battery Supply and Demand Outlook (~2035) |
2023年上半期の世界の自動車OEMのバッテリー需給の見通し(~2035年) |
出版日: 2023年04月17日
発行: SNE Research
ページ情報: 英文 400 Pages
納期: お問合せ
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「提携と合併」とは、変化の激しい自動車市場の現状を表現したものであり、OEM各社は競合企業と協力することで生き残る道を模索してきました。
電気自動車のサプライチェーンでは、提携と合併が加速しています。LG Energy Solutionと緊密な関係を保ってきた米国のGMは、新たにSamsung SDIと合弁企業を設立しました。StellantisはLG Energy SolutionとSamsung SDIの双方にほぼ同時に接触しました。LG Energy SolutionとSK OnのLIBを中国以外の地域の電気自動車に搭載していたHyundai Motor Groupも、やがてCATLのバッテリーを採用し始めました。
当レポートでは、世界のEV市場について調査し、世界の主要OEMにどのLIBメーカーの製品が採用されるかの2035年までの見通しと、それに応じたLIBメーカーの市場シェアを示しています。また、各バッテリータイプとLFPバッテリーの比率も予測しています。
'Alliance and merge' is an expression to describe the current situation in rapidly-changing car market where OEMs have been trying to look for a way to survive by cooperating with their competitors.
In the supply chain of electric vehicles, alliance and merge has been accelerated. GM from the US, which has kept a close relationship with LG Energy Solution, newly established a joint venture with Samsung SDI. Stellantis reached out to both LG Energy Solution and Samsung SDI almost at a time. Hyundai Motor Group, which installed LIBs from LG Energy Solution and SK On to electric vehicles in regions other than China, started to adopt CATL battery eventually.
Given these circumstances, can we estimate how much LIBs those OEM groups install to their EVs? What is the ratio of prismatic or pouch type cells? In the mid to long-term, battery from which makers would be leading the market? These are some of questions we often received from our clients.
SNE Research has been studying the entire supply chain for global electric vehicles from battery to its materials. Based on the research outcome and global OEMs' EV technology development strategies, we have come up with answers to above questions. This report provides an outlook till 2035 for which LIB maker's product would be used by major global OEMs and LIB makers' market shares accordingly. We also forecast the ratio of each batter type (cylindrical, pouch, prismatic) and that of LFP battery. Based on this future estimation, we believe this report will help our customers make a more detailed projection on LIB market demand.