battery market in china - zsw-bw.de · battery market in china | christian eggler & yannick...

Battery Market in China

Seminar: Electrochemical Power Sources II

Christian Eggler & Yannick Schwarz

Agenda

1. Market Segmentation

2. General Data

3. Global Battery Market

4. Current Market Analysis

5. Future Forecasts

6. Conclusion

Battery Market in China | Christian Eggler & Yannick Schwarz | 19.01.2018 2



Battery System Market

Battery Cell Market


Battery Cell Market

Primary Battery Cells

Alkaline Zinc–

carbon

Secondary Battery Cells

Lithium Metal

Lithium Ion

LiFePo NMC NCA LCO LMO LTO

Lead Acid

SealedLAB

VRLAB

NiCd & NiMH

Others


• By Technology



• By Application & Performance

Secondary Battery Cell Market

Transportation

CrankingBatteries

(LV)Traction Batteries (HV)

High Power Cells

High Energy Cells

Consumer Electronics

…

Industrial

…

Grid Energy

…

Other

…



• By Design (VDA Standard)

Secondary Battery Cell Market (Traction, Li-Ion)

ZylidnricCell

18650 21700 Others

PouchCell

HEV PHEV BEV

Prismatic Cell

HEV PHEV1 PHEV2 BEV1 BEV2

Source: Panasonic, Samsung, A123


• The Battery Market contains a lot of submarkets

• It is important to distinguish between the markets in order of statementvalidity

Recently most discussed:

• chinese Li-Ion traction battery market

• Therefore this presentation focuses mainly on this market

• The traction battery market is extremely dynamic these days!


• Pollution in megacities is a major Driver towards cleaner mobility

• Large economic incentives to buy electric cars in china + immediate licensing, no driving restrictions

• E-cars that are subsidised in china have to use domesticallyproduced cells

• LFP Technology is dominant in China NMC is recently subsidisedas well (2017)

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2. General Data – Policies in China

Battery Market in China | Christian Eggler & Yannick Schwarz | 19.01.2018

2. General Data – Producers in China

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USALGJohnson ControlsEnersysSAFT

EuropeSAFTFiammBolore

ChinaBYDGPLishenCOSLIGHTCATLBAKB&KWanxiang (A123)

KoreaSamsung LGSKKokam

JapanPanasonicSonyNECMaxellPEVEYUASA

Aprox. 140 Producers in China


2. General Data – Producers in ChinaBYD (Build Your Dreams)

• Founded: 1995 in Shenzhen

• Largest chinese producer of Li-Ion Systems

• Main products: electronic/batteries for mobile phones

CATL (Contemporary Amperex Technology)

• Founded: 2011

• Products: lithium-ion batteries, energy storage systems, BMS

• 2nd largest chinese producer of Li-Ion Systems

10Battery Market in China | Christian Eggler & Yannick Schwarz | 19.01.2018


11Battery Market in China | Christian Eggler & Yannick Schwarz | 19.01.2018

CAGR:Li-Ion: 25% ! (2010-2015)

Source: Avicenne Energy 2017


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Source: Avicenne Energy 2017


Li – ion BatteryMarket sharein 2016


• Main Li-Ion Battery Materials

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Source: www.asia.nikkei.com

Based on global shipment volumes in 2015; in percent



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Lithium-Ion in USD in GWh

Global ~25 Billion ~90

China ~13.75 Billion ~49.5

Lead Acid in USD in GWh

Global ~33.4 Billion ~367

China ~14 Billion ~154

Based on produced battery cell capacity in 2016

58%

42%

Lead Acid market share

Other ChinaBattery Market in China | Christian Eggler & Yannick Schwarz | 19.01.2018

45%

55%

Lithium-Ion market share

Other China

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Market shareof Li-Ion Batteriesfor Evs in 2015


Distribution of marketshare within China

Source: Resources, Conservation & Recycling 2017Battery Market in China | Christian Eggler & Yannick Schwarz | 19.01.2018

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4. Current Market AnalysisChinas Market Distribution by Technology

Source: Own chart based on data from: Resources, Conservation & Recycling 2017


69%

27%

4%

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Source: www.visualcapitalist.com


5. Future Forecasts

1 GWh

1 GWh

Installed in 2016

Planned 2020

6. Conclusion


• Li-Ion batteries: fastest growing market

• Lead acid batteries still dominating the battery market

• Highly dynamic + many producers pushing in the market

• Market advantage: entire value chain in China

• Korean and Japanese Companies started producing in China

• Tremendous Gigafactories are planned in order to drop Li-Ion cell production cost (most critical

cost in EVS)

battery market in china - zsw-bw.de · battery market in china | christian eggler & yannick...

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