Electric Vehicle Batteries, 2021 Update – Thematic Research
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Battery performance and cost has emerged as key differentiator in the battery EV sector. Competing chemistries and construction methods vie to become the new industry standard as players race to squeeze more capacity and longevity out of their products while also battling to reduce the cost of production.
The EV batteries market research report will help you to formulate EV battery investment plans and understand the competitive field of vendors. This report will also assist you in figuring out what innovative battery technology major players, leading vendors, and specialist vendors are investigating.
Key Trends in the EV Batteries Market
The key trends that are impacting the EV batteries market can be classified into three categories: technology trends, macroeconomic trends, and regulatory trends.
- Technology trends – The key technology trends impacting the EV batteries market advancing materials science, speed of battery technology improvement, NMC vs LiFePO4 cathode chemistries, and others.
- Macroeconomic trends – The key macroeconomic trends that will shape the EV batteries market are chip shortage, COVID-19, raw material supply, and others.
- Regulatory trends – The key regulatory trends impacting the EV batteries market include agreements to ban sales of combustion-powered cars, Drive to lower CO2 emissions, and others.
EV Batteries Industry Analysis
With the rapid proliferation of electric vehicles – the majority of which are expected to use lithium-ion batteries – demand for lithium is expected to grow rapidly. The business of producing Li-ion battery cells is defined by economics of scale. Battery cells and the EV packs they go into are very expensive – typically an EV’s single most costly component – so there are large potential savings to an EV’s bill of materials if the OEM can lower the cost from the battery supplier.
In the increasingly competitive battery manufacturing market, any company that can produce quality cells for less money than its competition can expect EV makers to beat a path to its door to secure cell supply.
EV Batteries Market Value Chain
The EV batteries theme value chain involves raw materials, components, battery cell technologies, and end products.
Raw Materials: Lithium, cobalt, nickel, aluminum, cadmium, and zinc are amongst the most common metals used. Cobalt is usually produced as a by-product of copper or nickel while cadmium is often a by-product of zinc refining. Lithium is likely to be the metal in most demand in the battery industry for the foreseeable future.
EV Batteries Market Value Chain Analysis
To know more about the EV batteries market value chain, download a free report sample
EV Batteries Market - Competitive Landscape
The leading companies in the EV batteries market are LG Energy Solution, CATL, Samsung SDI, Panasonic, and BYD.
Vehicle Manufacturing Sector Scorecard
At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecards have three screens: a thematic screen, a valuation screen, and a risk screen:
- The thematic screen tells us who are the overall leaders in these themes that matter most, based on our thematic engine.
- The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
- The risk screen ranks companies within a particular sector based on overall investment risk.
Vehicle Manufacturing Sector Scorecard – Thematic Screen
To know more about the vehicle manufacturing sector scorecards, download a free report sample
EV batteries Market Overview
Report Pages | 59 |
Regions Covered | Global |
Key Trends | Technology Trends, Macroeconomic Trends, and Regulatory Trends |
Value Chains | Raw Materials, Components, Battery Cell Technologies, and End Products |
Leading Companies | LG Energy Solution, CATL, Samsung SDI, Panasonic, and BYD |
Scope
This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
- GlobalData has developed a unique thematic methodology for valuing technology, media, and telecom companies based on their relative strength in the big investment themes that are impacting their industry.
- Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. T
- The algorithms in GlobalData’s “thematic engine” help to identify the winners and losers within the TMT sector.
- Our 600 TMT stocks are categorized into 18 sectors. Each sector scorecard has a thematic screen, a risk screen, and a valuation screen.
- Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme, and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors, and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.
Who Should Buy?
- Executives in the automotive and adjacent industries who want to understand the themes disrupting their competitive landscape and how EVs and EV batteries affect these.
- Specialist vendors who want to identify market opportunities and competitor innovation.
- Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.
Key Highlights
- Analysis of the players in the EV battery field – including established manufacturing giants and high-tech startups developing new chemistries.
- A full technology briefing on the intricacies of different battery approaches, including cell design, chemistry, and pack layout.
- A breakdown of the key trends shaping the EV battery sector.
- Industrial analysis of the sector to help you understand the growth potential of EV batteries over time.
- Details of the battery value chain that supports the industry, running from raw materials mined from the ground to cell construction, to full EV pack assembly.
- Full profiles of key battery companies split by major battery producers and innovative startups.
- Research-backed up by GlobalData’s unique thematic engine.
Reasons to Buy
- Understand the growth potential for EV batteries over time.
- Formulate EV battery investment plans and understand the competitive field of vendors.
- Identify the emerging trends in EV batteries and how these developments might advance in the future.
- Understand what innovative battery technology major players, leading vendors, and specialist vendors are investigating.
- Get ahead on EV adoption – the transition to electrification in the light vehicle market is fully underway. EV sales are expected to rapidly grow, which will bring with it an associated increase in demand for EV batteries.
CATL
CBAK Energy
Fisker
LG Energy Solution
Northvolt
Panasonic
Primearth
Samsung SDI
SK Innovation
TerraE
Company
24M
BrightVolt
Cymbet
Ilika
Imprint Energy
Innolith
Ionic Materials
Prologium Technology
Qing Tao Energy
QuantumScape
Sila Nanotechnologies
Solid Power
SES
StoreDot
Table of Contents
Frequently asked questions
-
What key technology trends are impacting the EV batteries market?
The key technology trends impacting the EV batteries market advancing materials science, speed of battery technology improvement, NMC vs LiFePO4 cathode chemistries, and others.
-
What key macroeconomic trends are shaping the EV batteries market?
The key macroeconomic trends that will shape the EV batteries market are chip shortage, COVID-19, raw material supply, and others.
-
What key regulatory trends are impacting the EV batteries market?
The key regulatory trends impacting the EV batteries market include agreements to ban sales of combustion-powered cars, Drive to lower CO2 emissions, and others.
-
What are the components of the EV batteries industry value chains?
The EV battery theme value chain involves raw materials, components, battery cell technologies, and end products.
-
Which are the leading companies in the EV batteries industry?
The leading companies in the EV batteries industry are LG Energy Solution, CATL, Samsung SDI, Panasonic, and BYD.
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