Electric Vehicle Batteries, 2021 Update – Thematic Research

Powered by

All the vital news, analysis, and commentary curated by our industry experts.

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

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

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.

BYD
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

Table of Contents

Executive summary

Players

Technology briefing

Trends

Industry analysis

Value chain

Companies

Sector scorecards

Glossary

Further reading

| Our thematic research methodology

| About GlobalData

| Contact Us

Frequently asked questions

Electric Vehicle Batteries, 2021 Update – Thematic Research thematic reports
Currency USD
$995

Can be used by individual purchaser only

$1,995

Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company


Undecided about purchasing this report?

Enquire Before Buying Request a Free Sample

Get in touch to find out about multi-purchase discounts

reportstore@globaldata.com
Tel +44 20 7947 2745

Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.

Sample Report

Electric Vehicle Batteries, 2021 Update – Thematic Research was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:

  • Assess the relevance of the report
  • Evaluate the quality of the report
  • Justify the cost

Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.

Below is a sample report to understand what you are buying

See what our customers are saying

“The GlobalData platform is our go-to tool for intelligence services. GlobalData provides an easy way to access comprehensive intelligence data around multiple sectors, which essentially makes it a one-for-all intelligence platform, for tendering and approaching customers.

GlobalData is very customer orientated, with a high degree of personalised services, which benefits everyday use. The highly detailed project intelligence and forecast reports can be utilised across multiple departments and workflow scopes, from operational to strategic level, and often support strategic decisions. GlobalData Analytics and visualisation solutions has contributed positively when preparing management presentations and strategic papers.”

Business Intelligence & Marketing Manager, SAL Heavy Lift

“COVID-19 has caused significant interference to our business and the COVID-19 intelligence from GlobalData has helped us reach better decisions around strategy. These two highlights have helped enormously to understand the projections into the future concerning our business units, we also utilise the project database to source new projects for Liebherr-Werk to use as an additional source to pitch for new business.”

Market Analyst & Management, Liebherr-Werk

Your daily news has saved me a lot of time and keeps me up-to-date with what is happening in the market, I like that you almost always have a link to the source origin. We also use your market data in our Strategic Business Process to support our business decisions. By having everything in one place on the Intelligence Center it has saved me a lot of time versus looking on different sources, the alert function also helps with this.

Head of Key Accounts, Saab AB

Having used several other market research companies, I find that GlobalData manages to provide that ‘difficult-to-get’ market data that others can’t, as well as very diverse and complete consumer surveys.

Marketing Intelligence Manager, Portugal Foods

Our experience with GlobalData has been very good, from the platform itself to the people. I find that the analysts and the account team have a high level of customer focus and responsiveness and therefore I can always rely on. The platform is more holistic than other providers. It is convenient and almost like a one stop shop. The pricing suite is highly competitive and value for our organisation.

I like reports that inform new segments such as the analysis on generation Z, millennials, the impact of COVID 19 to our banking customers and their new channel habits. Secondly the specialist insight on affluent sector significantly increases our understanding about this group of customers. The combination of those give us depth and breadth of the evolving market.

I’m in the business of answering and helping people make decisions so with the intelligence center I can do that, effectively and efficiently. I can share quickly key insights that answer and satisfy our country stakeholders by giving them many quality studies and primary research about competitive landscape beyond the outlook of our bank. It helps me be seen as an advisory partner and that makes a big difference. A big benefit of our subscription is that no one holds the whole data and because it allows so many people, so many different parts of our organisation have access, it enables all teams to have the same level of knowledge and decision support.

Head of Customer Insight and Research, Standard Chartered

“I know that I can always rely on Globaldata’s work when I’m searching for the right consumer and market insights. I use Globaldata insights to understand the changing market & consumer landscape and help create better taste & wellbeing solutions for our customers in food, beverage and healthcare industries.

Globaldata has the right data and the reports are of very high quality compared to your competitors. Globaldata not only has overall market sizes & consumer insights on food & beverages but also provides insights at the ingredient & flavour level. That is key for B2B companies like Givaudan. This way we understand our customers’ business and also gain insight to our unique industry”

Head of Consumer Sensory Insights, Givaudan

GlobalData provides a great range of information and reports on various sectors that is highly relevant, timely, easy to access and utilise.  The reports and data dashboards help engagement with clients; they provide valuable industry and market insights that can enrich client conversations and can help in the shaping of value propositions. Moreover, using GlobalData products has helped increase my knowledge of the finance sector, the players within it, and the general threats and opportunities.

I find the consumer surveys that are carried out to be extremely beneficial and not something I have seen anywhere else. They provided an insightful view of why and which consumers take (or don’t) particular financial products. This can help shape conversations with clients to ensure they make the right strategic decisions for their business.

One of the challenges I have found is that data in the payments space is often piecemeal. With GD all of the data I need is in one place, but it also comes with additional market reports that provide useful extra context and information. Having the ability to set-up alerts on relevant movements in the industry, be it competitors or customers, and have them emailed directly to me, ensures I get early sight of industry activity and don’t have to search for news.

Senior Account Manager, TSYS
Go even deeper with GlobalData Intelligence Center

Every Company Report we produce is powered by the GlobalData Intelligence Center.

Subscribing to our intelligence platform means you can monitor developments at Electric Vehicle Batteries, 2021 Update – Thematic Research in real time.

  • Access a live Electric Vehicle Batteries, 2021 Update – Thematic Research dashboard for 12 months, with up-to-the-minute insights.
  • Fuel your decision making with real-time deal coverage and media activity.
  • Turn insights on financials, deals, products and pipelines into powerful agents of commercial advantage.