Analysis of the Automotive High Voltage Battery Market

Analysis of the Automotive High Voltage Battery Market

Publication Date: 30-Oct-2020

This report is available now to E-mobility and Electric and Electronics Service subscribers

The report looks at the global automotive high voltage battery market covering technology and system suppliers and component outlook. The report also determines the key growth areas, drivers and road blocks for the supplier ecosystem and analyses their impact in the near future. It shares insights on the technology trends and developments related to the global  automotive high voltage battery market.

About this report

With significant improvement in battery technologies over the past years, many OEMs are now offering EVs with a travel range of over 300 km on a single charge. Nevertheless, range anxiety continues to be considered an inhibitor to mass uptake and consumer acceptance of EVs. To address this constant concern, stakeholders are exploring high-energy-density batteries capable of storing additional energy in the same volume.

Lithium-ion (Li-ion) continues to be the most dominant battery chemistry owing to its high density and comparatively lower cost. Although liquid electrolyte–based Li-ion batteries are currently state-of-the-art, other promising technologies such as solid-state and metal-air batteries are expected to offer suitable long-term alternatives. Although both battery technologies offer significantly higher energy density than the dominant Li-ion batteries, mass deployment remains some time away owing to poor economies of scale. Indeed, one of the primary challenges for all EV batteries is high manufacturing costs, which are currently being transferred to the end consumer.

This report covers the global and regional production of EV batteries spanning North America, Europe, ASEAN, China, India, South America, Japan, Middle East/Africa, and South Korea. The regions are based on vehicle manufacturing locations unless otherwise specified. The report also covers qualitative and quantitative analyses of market growth drivers, factors limiting market growth, current market trends, market structure, and market projections in the new energy vehicle battery market from 2017 to 2024.

  • Chapter 1: Executive summary
  • Chapter 2: Table of contents
  • Chapter 3: Introduction
    • Electric vehicle market overview
    • The value chain for electric car batteries
    • Battery market for alternative fuel vehicles overview
    • Research methodology
  • Chapter 4: Key market trends
    • Global battery cell demand
    • Global battery pack demand
    • Market drivers
    • Market challenges
  • Chapter 5: Technology overview
    • Battery cell types
    • Alternative cell chemistries—Future of battery
    • Cathode and anode materials
    • OEMs pushing for development of solid-state technology
    • Recent developments
    • Battery pack developments
  • Chapter 6: Market analysis
    • OEM analysis
    • Leading EV manufacturers
      • Toyota
      • Honda
      • Renault-Nissan-Mitsubishi
      • Hyundai-Kia
      • BYD
      • Volkswagen
      • Tesla
      • General Motors
      • Daimler
      • BMW
  • Chapter 7: Supplier analysis
    • Primearth EV Energy
    • Contemporary Amperex Technology Limited
    • SK Innovation
    • Panasonic
    • LG Chem
    • Samsung SDI
    • Tianjin Lishen
  • Subtier supplier analysis
    • Lithium and cobalt suppliers
    • Battery materials suppliers
    • 3M
    • Albemarle
    • Argonne National Laboratory
    • BASF
    • Ionic Materials
    • ZARGES
  • Figure 1: Production forecast of EVs, 2017–2024
  • Figure 2: Steps involved in the value chain of electric car batteries
  • Figure 3: Battery pack
  • Figure 4: Global battery cell demand, 2017–2024
  • Figure 5: Regional battery cell demand, 2017–2024
  • Figure 6: Global battery pack demand, 2017–2024
  • Figure 7: Regional battery pack demand, 2017–2024
  • Figure 8: The "seven pillars" of PEV production and sales
  • Figure 10: Top-five PEV manufacturing OEMs, 2017
  • Figure 11: Top-five PEV manufacturing OEMs, 2024
  • Figure 12: Cell sourcing strategy of the top-five OEMs, 2018
  • Figure 13: Cell sourcing strategy of the top-five OEMs, 2024
  • Figure 14: Global battery cell demand by vehicle segment, 2017–24
  • Figure 15: Penetration of anode materials, 2017–24
  • Figure 16: Uptake of cathode chemistries, 2017–24
  • Figure 17: Cathode technologies
  • Figure 18: Propulsion system design growth, 2017–24
  • Figure 19: Battery demand to exceed 500 GWh by 2024
  • Figure 20: Battery technology supply chain
  • Figure 21: OEM supply chain strategies
  • Figure 22: Toyota's battery cell sourcing strategy, 2018
  • Figure 23: Toyota's battery pack sourcing strategy, 2018
  • Figure 24: Honda's battery cell sourcing strategy, 2018
  • Figure 25: Honda's battery pack sourcing strategy, 2018
  • Figure 26: RNM's battery cell sourcing strategy, 2018
  • Figure 27: RNM's battery pack sourcing strategy, 2018
  • Figure 28: Hyundai-Kia's battery cell sourcing strategy, 2018
  • Figure 29: Hyundai-Kia's battery pack sourcing strategy, 2018
  • Figure 30: Planned battery capacity announcements
  • Figure 31: PEVE's top 10 battery cell contracts by volume, 2018
  • Figure 32: CATL's top 10 battery cell contracts by volume, 2018
  • Figure 33: SK Innovation's top 10 battery cell contracts by volume, 2018
  • Figure 34: Panasonic's top 10 battery cell contracts by volume, 2018
  • Figure 35: LG Chem's top 10 battery cell contracts by volume, 2018
  • Figure 36: Samsung SDI's top 10 battery cell contracts by volume, 2018
  • Figure 37: Tianjin Lishen's top 10 battery cell contracts by volume, 2018
  • Figure 37: Tianjin Lishen's top 10 battery cell contracts by volume, 2018
  • Figure 38: Estimated lithium resources
  • Figure 39: Estimated cobalt resources

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