Analysis of the Big Three of Lithium Batteries -Lithium - Ion Battery Equipment

Analysis of the Big Three of Lithium Batteries -Lithium - Ion Battery Equipment

On July 28, US TSLA started the shipment of its new pure electric vehicle (EV) "Model 3". This is TSLA's first mass-produced model, and at the same time, France and the United Kingdom have proposed policies to ban the sale of gasoline vehicles, so the attention of electric vehicles has suddenly increased. Lithium batteries, as the core components of electric vehicles, also ushered in a rapid rise, with a compound growth rate of more than 40% in the next few years. Among them, the three giants of Japanese and Korean companies, Panasonic, LG Chem, and Samsung SDI, continue to dominate the global market.

At present, the mainstream manufacturers in the international market include Panasonic, LG Chem, AESC, Samsung SDI and other companies, mainly concentrated in Japan and South Korea. Four companies occupy an important part of the international power lithium battery market. Among them, Panasonic, as the most important power lithium battery supplier of TSLA, has been the market leader with the development of TSLA after the acquisition of Sanyo, and its market share has stabilized at 30% in the past three years. %above. LG Chem and Samsung SDI are the rising stars, quickly opening up the market with advanced technology and low price strategy, and the growth rate is relatively fast. AESC is a power lithium battery company jointly established by Nissan and NEC. It once occupied an important market share due to the best-selling of Nissan's pure electric vehicle Leaf. However, due to the wrong choice of battery route, it was abandoned by Nissan in 2016, and the current development situation is unclear. In addition to the above four companies, the international power lithium battery market includes SK, LEJ, PEVE and other power lithium battery companies that are still in their infancy.(Lithium - Ion Battery Equipment)

In 2016, Panasonic, LG Chem, and Samsung SDI's overseas market share reached 76%

The development of the domestic power lithium battery industry mainly relies on the new energy vehicle market guided by government policies. Although the growth rate is relatively fast, the technology still lags behind the advanced foreign manufacturers, the competitiveness is slightly insufficient, and it has not officially entered the international supply chain. There is a small supply of CATL to BMW.

Development History of Japanese and Korean Power Lithium Battery Manufacturers

Panasonic - the leader in the power lithium battery industry. Following Sony's mass production of lithium batteries in the early 1990s, Panasonic also began to develop rechargeable lithium batteries in 1994. By 1998, Panasonic began mass production of cylindrical lithium batteries for notebook computers. For this reason, Panasonic built an industry-leading lithium battery production line. . In 2008, Panasonic announced the acquisition of Sanyo Electric, becoming the world's largest supplier of lithium batteries. In the same year, Panasonic and TSLA cooperated for the first time. TSLA's first model, the Roadster, used Panasonic's 18650 lithium cobalt oxide battery. Since then, Panasonic has been the most important power lithium battery supplier for TSLA (the rest only LG Chem supplies the Roadster to replace the battery). In 2014, Panasonic announced a joint venture with TSLA to build Gigafactory, a super battery factory, and the relationship between the two went further. Taking advantage of the development of TSLA, Panasonic has been firmly in the top spot among power lithium battery manufacturers in recent years.

LG Chem - a rising star in the field of power lithium batteries. LG Chem officially began to develop lithium batteries in 1998 and achieved mass production in 1999. Although the development time is later than that of Japanese manufacturers, the company is the largest and world-class chemical company in South Korea. With decades of relevant experience in material production and research and development, it has quickly made breakthroughs in the field of lithium batteries. In 2009, LG Chem and South Korea's Hyundai-Kia cooperated to apply their own lithium batteries to commercial hybrid vehicles for the first time. Since then, it has officially entered the power lithium battery market, and has successively cooperated with international manufacturers such as GM, Renault, Ford, and Volkswagen. Among them, the best-selling of Renault Zoe and Chevrolet Volt has helped the company's power lithium battery market share to increase to a global excellent level. At present, more than ten of the world's top 20 auto brands have cooperated with LG Chem in power lithium batteries, and the development potential is huge.



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