li-ion battery material market review and forecasts 2012 … pillot-avicenne.pdf · li-ion battery...

Li-ion battery material

market review and

forecasts 2012-2025

Director, AVICENNE ENERGY

Christophe PILLOT

3rd Israeli Power Sources Conference 2013

May 29-30, 2013

Christophe PILLOT + 33 1 47 78 46 00

[email protected]


[email protected]


market review and

forecasts 2012-2025

3rd Israeli Power Sources Conference

2013

May 29-30, 2013

AGENDA

The market in 2012 by technology, applications & battery suppliers

Li-ion battery value chain Raw materials market

Supplier / customer relationship

Raw material cost

New entrants strategy

Raw material road map 2012-2030

xEV market in 2012

xEV forecasts up to 2025

Rechargeable battery market forecasts up to 2025

2


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

AVICENNE ENERGY: RENOWNED TO

HAVE REALISTIC FORECASTS

IIT 2007

IIT 2008

IIT 2009

IIT 2010

REALITY 0

0,2

0,4

0,6

0,8

1

1,2

2008 2009 2010 2011

Mill

ion

HEV

po

wer

ed b

y LI

B

HEV powered by Lithium ion battery

forecasts from 2008 to 2011

EV sold, in million units, worldwide,

2010 - 2020

IIT (March 2010)

AAB

Deutsche Bank

Roland Berger

AVICENNE

IIT (March 2011)

0

1

2

3

4

5

6

2010 2015 2020

Nu

mb

er o

f EV

so

ld w

orl

dw

ide

( M

illio

n)

Source : International Battery Conference, Fort Lauderdale 2007, 2008, 2009, 2010 & 2011

AVICENNE 2007-2011

3


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

4

THE BATTERY MARKET IS REALLY

DYNAMIC

0

500

1000

1500

2000

2000 2012

Mill

ion

Un

its

/ ye

ar

Cellular Phones sold per Year (Million)

Li-ion

NiMH

202 M Portable

PCs

>115 M Tablets

0

50

100

150

200

250

300

350

2000 2012

Mill

ion

Un

its/

Ye

ar

Portable PC sold per Year (Million)

Li-ion

NiMH

0

10000

20000

30000

40000

50000

60000

70000

80000

2000 2012

Ton

s o

f ca

tho

de

/ Ye

ar

Tons of Li-ion Cathode per year

0

0,5

1

1,5

2

2,5

3

2000 2012

$/W

h

Li-ion 18650 cell price ($/Wh)


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

0

50 000

100 000

150 000

200 000

250 000

300 000

350 000

400 000

450 000

1990 2000 2010

MW

h

Others (Flow battery, NAS, )

Li-ion

NiMH

NiCD

Lead Acid

0

50 000

100 000

150 000

200 000

250 000

300 000

1990 2000 2010

MW

h

THE WORLDWIDE BATTERY MARKET

1990-2010

0

5 000

10 000

15 000

20 000

25 000

30 000

35 000

1990 2000 2010

MW

h


Li-ion

NiMH

NiCD

Lithium Ion Battery: Highest growth & major part of the investments

Lead acid batteries: By far the most important market (90% market share)

5

Lithium Ion Battery: Highest growth & major part of industry

investments


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

THE WORLDWIDE BATTERY MARKET

1990-2012

0

5

10

15

20

25

30

35

40

45

50

19

90

20

00

20

10

20

12

Bill

ion

US

$


Li-ion

NiMH

NiCD

Lead Acid

50 BILLION US$ in 2012

5% AVERAGE GROWTH PER YEAR (1990-2012)

6

0

5

10

15

20

25

30

35

40

45

50

19

90

20

00

20

10

20

12

Bill

ion

US$

OTHERS

AUTOMOTIVE

INDUSTRIAL

PORTABLE

SLI


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

WORLDWIDE BATTERY SALES BY

CHEMISTRY, MWH, 1995-2012

-

5 000

10 000

15 000

20 000

25 000

30 000

35 000

40 000

45 000

19

95

19

96

19

97

19

98

19

99

20

00

20

01

20

02

20

03

20

04

20

05

20

06

20

07

20

08

20

09

20

10

20

11

20

12

MW

h

Li-ion

NiMH

NiCd

The worldwide rechargeable battery market, in volume,

MWh, 1995-2012

2002-2012 (CAGR)

NiCd: -2% per year

NiMH: + 4% per year

Li-ion: +25% per year

7


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

WORLDWIDE BATTERY SALES BY

CHEMISTRY, M$, 1995-2012

0

2000

4000

6000

8000

10000

12000

14000

19

95

19

96

19

97

19

98

19

99

20

00

20

01

20

02

20

03

20

04

20

05

20

06

20

07

20

08

20

09

20

10

20

11

20

12

M$

Li-ion

NiMH

NiCd

The worldwide rechargeable battery market, in value, M$,

1995-2012

Note: Cell level

2002-2012 (CAGR)

NiCd: -6% per year

NiMH: + 7% per year

Li-ion: +14% per year

8


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

EACH BATTERY TECHNOLOGY HAS ITS

SPECIFIC ABSOLUTE ADVANTAGES

9

Lead Acid

Nickel Cadmium NiCd

Nickel Metal Hydride NiMH Conventional Laminate

Lithium-Ion

...On

Advantage of ...

Gravimetric energy density Volumetric energy density Operating temperature

range Self discharge rate Reliability (progressive

extinction)

Gravimetric energy density

Volumetric energy density Self discharge rate

Gravimetric energy density Volumetric energy density Voltage output Self discharge rate

Higher cyclability Voltage output Price


Volumetric energy density

Gravimetric energy density Volumetric energy density Voltage output Self discharge rate

Higher cyclability Voltage output Price

Operating temperature range

Higher cyclability Self discharge rate Price


range Higher cyclability Voltage output Self discharge rate

Gravimetric energy density Volumetric energy density Self discharge rate Design characteristics

Gravimetric energy density Volumetric energy density Self discharge rate Design characteristics


range Self discharge rate Design characteristics

Lead Acid

Nickel Cadmium NiCd

Nickel Metal Hydride NiMH

Higher cyclability Price Safety Recyclability


Higher cyclability Price Safety Recyclability

Price Safety Discharge rate Recyclability

Higher cyclability Price



Volumetric energy density Higher cyclability Price

Gravimetric energy density Volumetric energy density

(potentially) Design characteristics Safety Price


Higher cyclability

Conventional

Laminate

Lith

ium

-Io

n


Volumetric energy density Self discharge rate Voltage output Design characteristics



Price

Volumetric energy density

Gravimetric energy density Volumetric energy density Self discharge rate Voltage output

Absolute advantages


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

JAPANESE, CHINESE & KOREAN

MARKET SHARE

Japanese market share (value) decreasing: from 82 % of the market

in 2001 to less than 45% in 2012

10

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%1

99

4

19

96

19

98

20

00

20

02

20

04

20

06

20

08

20

10

20

12

Rechargeable battery market by country

Japan

Korea

China

0%

10%

20%

30%

40%

50%

60%

70%

80%

20

05

20

06

20

07

20

08

20

09

20

10

20

11

20

12

LIB market by country

Japan

Korea

China


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

LI-ION BATTERY: MARKET SHARE IN

2012 IN VOLUME WORLDWIDE

SANYO-PANASONIC

21%

SAMSUNG SDI 24%

LG 17%

SONY 9%

BAK 4%

HITACHI MAXELL

3%

BYD 4%

LISHEN 6%

ATL 5%

OTHERS 7%

The worldwide Li-ion battery

market Company market share

in 2012 in volume:+4450 M cells

SANYO-PANASONIC is leading

the market

11

Companies Million

cells

SANYO-PANASONIC 920

SAMSUNG SDI 1070

LG 760

SONY 380

BAK 195

HITACHI MAXELL 150

BYD 160

LISHEN 260

ATL 230

OTHERS 305

TOTAL 4 450


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

LI-ION BATTERY: MARKET SHARE IN

2012 IN VALUE WORLDWIDE

SANYO-PANASONIC

19%

SAMSUNG SDI 20%

LG 18%

SONY 9%

LISHEN 5%

ATL 5%

BAK 3%

HITACHI MAXELL

3%

NEC 3%

BYD 3%

OTHERS 12%

The worldwide Li-ion battery

market Company market share

in 2012 in value 10 500 M$

SANYO-PANASONIC is leading

the market

12

Primearth EV Energy : JV Toyota (80.5%) & Panasonic (19.5%)

Companies Million

US $

SANYO-PANASONIC 2 025

SAMSUNG SDI 2 075

LG 1 930

SONY 880

LISHEN 500

ATL 510

BAK 350

HITACHI MAXELL 330

NEC 340

BYD 280

OTHERS 1280

TOTAL 10 500


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

MAJOR LI-ION MANUFACTURERS

YEARLY PRODUCTION 2001-2012

SONY

Sanyo-Panasonic

MAXELL

BYD

LG Chem

SDI

LISHEN BAK

ATL

0

200

400

600

800

1000

1200

1400

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Mill

ion

cel

ls /

Yea

r

Samsung SDI & LG Chem are growing very fast

Panasonic acquired Sanyo in Dec 2009

13


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

LI-ION IN 2012

MAIN APPLICATIONS: CELLULAR, NOTEBOOK

4 450 M cells 32 000 MWh

10 500 M$

CAGR 2002/2012

+25 % per year in Volume

+14% per year in value

14

-

2 000

4 000

6 000

8 000

10 000

12 000

2000 2002 2004 2006 2008 2010 2012

M $

Li-ion Battery sales, M$, Worldwide, 2000-2012

Cellular Phones Portable PCs Others

0

1000

2000

3000

4000

5000

6000

2000 2002 2004 2006 2008 2010 2012M

$

Li-ion Battery sales, M$, Worldwide, 2000-2012

Automotives Tablets Power toolsCamcorders Digital camera MP3Games E-Bikes Others


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

LI-ION IN 2012

MAIN APPLICATIONS: CELLULAR, NOTEBOOK

15

-

5 000

10 000

15 000

20 000

25 000

30 000

35 000

2000 2002 2004 2006 2008 2010 2012

M W

h

Li-ion Battery sales, MWh, Worldwide, 2000-2012

Cellular Phones Portable PCs Others

-

2 000

4 000

6 000

8 000

10 000

12 000

14 000

16 000

2000 2002 2004 2006 2008 2010 2012M

Wh

Li-ion Battery sales, MWh, Worldwide, 2000-2012

Tablets Power Tools Camcorders

Digital Camera Video Games MP3

Toys Auto Household devices

E-bikes Others

4 450 M cells 32 000 MWh

10 500 M$

CAGR 2002/2012

+25 % per year in Volume

+14% per year in value


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

16

BATTERY PRICE IS DECREASING

DRASTICALLY

In 10 Years 80% price decreasing

despite a fluctuating Co price

Average LIB cell price ($/Wh)

Source: UMICORE, march 2011

18650 oversupply ratio is

increasing

0%

10%

20%

30%

40%

-

500

1 000

1 500

2 000

2 500

3 000

2007 2008 2009 2010 2011 2012

M c

ells

/Y

ear

Supply Demand Oversupply ratio

0,00

0,20

0,40

0,60

0,80

1,00

2005 2006 2007 2008 2009 2010 2011 2012

Cylindrical Prismatic Laminate

0

50

100

150

200

250

300

1Q

09

2Q

09

3Q

09

4Q

09

1Q

10

2Q

10

3Q

10

4Q

10

1Q

11

2Q

11

3Q

11

4Q

11

M c

ells

/m

on

th

BAK

ATL

Lishen

E-One

LG

SDI

MAXELL

SONY

PANASONIC

SANYO

Production capacity 2009/2011:

from 150 to 250 M cells/month

Note- Q4 2012: Cylindrical: 0,18 $/Wh ; Laminates: 0,34 $/Wh


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

LIB: THE BIGGEST PART OF THE COST

IS RAW MATERIALS

RAW MATERIALS ACCOUNT FOR 50 TO 80% OF LIB CELLS BUSINESS

RAW MATERIAL COST IMPACT DRASTICALY ON THE BATTERY MAKERS PROFIT

17

Lithium ion cell average cost Note: Average mix of cylindrical, prismatic & laminate cells

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Pro

du

ctio

n c

ost

LIB Cost structure for Japanese,

Chinese & Korean makers in 2012

Operatingprofit

Depreciation

SGA

R&D

Labor

Material

Cathode cost 21%

Anode cost 7%

Electrolyte 5%

Separator 8% Other

materials 13%

Depreciation 13%

Direct labor 6%

Energy, utilities

3%

R&D 6%

Sales & Adm 6%

Overheads 6% Margin

6%


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

LI-ION VALUE CHAIN

18

CATHODE SUPPLIERS

75 OOO T in 2012

Revenues: 1,85 B$

CAGR 02/12: +16%

ANODE SUPPLIERS

38 000 T in 2012

Revenues: 0,6 B$

CAGR 02/12: 14%

ELECTROLYTE

SUPPLIERS

29 000 T in 2012

Revenues: 0,46 B$

CAGR 02/12: 20%

SEPARATOR

SUPPLIERS

490 M m in 2012

Revenues: 0,9 B$

CAGR 02/12: 18%

CELL

MANUFACTURERS

Revenues:

> 11 B$

Gross margin:

14 B$

Gross margin:


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

19

LIB CATHODE MATERIAL

Cathode raw materials market

LiCoO2 (LCO)

LiMn2O4 (LMO)

LiMPO4(1) (LFP)

Li[NixMnyCoz]O2 - NMC

Li[NixCoyAlz]O2 NCA

Supplier/customer by chemistry

Forecasts Source: SANYO, March 2011 (1) M= Fe or Mn

Source: LME

0

20

40

60

80

100

120

140

$/k

g

Ni & Co price 2003-2011

Ni

Co

Source: Mitsubishi, Batteries 2011, Cannes

2003 2004 2005 2006 2007 2008 2009 2010 2011


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

NEW ENTRANTS ON THE FIELD:

CATHODE ACTIVE MATERIALS NEEDS

BY CHEMISTRY

-

10 000

20 000

30 000

40 000

50 000

60 000

70 000

80 000

2000 2002 2004 2006 2008 2010 2012

Ton

s

LFP

LMO

NCA

NMC

LCO

Cathode active materials for LIB

in Tons, 2000-2012

Cathode active materials for LIB,

% of volume, 2012

20

LiCoO2 39%

NMC 30%

NCA 5%

LMO 18%

LFP 8%

()

LEADERS:


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

CATHODE ACTIVE MATERIAL

FORECASTS 2000-2025

0

50000

100000

150000

200000

250000

300000

350000

400000

2000 2005 2010 2012 2015 2020 2025

Ton

s

LFP

LMO

NCA

NMC

LCO

Cathode active materials 2000-

2025 - Tons

Cathode active materials in

2012: 75 000 Tons

21

ASSUMPTIONS:

Portable devices: 2010-2025: +11% per year in volume

HEV 4,8 M HEV/year in 2020 - 35% LIB 6,8 M HEV in 2025 90% LIB

P-HEV 0,4 M P-HEV/year in 2020, 0,7 M in 2025 100% LIB

EV 1M EV/year in 2020, 1,5M/year in 2025 100% LIB

LCO 39%

NMC 30%

NCA 5%

LMO 18%

LFP 8%

Cathode active materials in

2025: > 330 000 Tons

LCO 24%

NMC 37% NCA

7%

LMO 11%

LFP 21%


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

22

ANODE ACTIVE MATERIALS

38 000 TONS IN 2012

LIB Anode Materials

Source: Hitachi Chemical

Source: Sanyo, March 2011

LIB Anode market, (Tons)

LIB Anode Materials

Source: A. Jossen, IRES 2007

0,0

0,2

0,4

0,6

0,8

1,0

1,2

0 500 1000 1500 2000 2500

0

10000

20000

30000

40000

50000

To

ns

LTO

Si or Sn Type

Amorphous Carbon

Meso-Phase

Artificial Graphite

Natural Graphite


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

ANODE FOR LIB IN 2012

0% 50% 100%

SANYO

SONY

PANASONIC

SDI

LGC

BYD

Lishen

Maxell

ATL

BAK

A123

Others

ARTIFICIAL

MCMB

NATURAL

Amorphous

METAL

23

Natural graphite become a commodity

Note: MCMB: Mesocarbon Microbeads

Source: Hitachi Chemical

Natural Graphite

61%

Artificial Graphite

28%

MCMB 6%

Amorphous 3%

Si or Sn Type 1%

LTO 1%

Carbon for LIB anodes by type (2012)

()

NEW ENTRANTS ON THE FIELD: LEADERS:

Hard Carbon

Soft Carbon

Graphite

Capacity (/g)

400 mAh/g 250 mAh/g 325-375 mAh/g

Capacity (/cc)

++ 0 +

Power ++ + 0

Stability ++ + 0

Cyclability ++ + 0

Precursors Petroleum Pitch, Resin,

cellulose, wood,

coconuts

Petroleum coke

Natural or petroleum

coke

COST 2012->2020

30 -> 25 $/kg

25->20 $/kg

15 -> 10 $/kg

SUPPLIERS KUREHA

HITACHI HITACHI BTR

& many others


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

LIB SEPARATOR MARKET 2012

LIB separator market, M$,

CAGR 2002/2012: +18%

LIB Separator supplier, market

share in 2012

24

Others: TDK/Nitto Denko, Foshan Jinhui Hi-Tech, Shenzhen Senior Technology Material, Xinxiang Green next Energy, Dupont,

ASAHI 25%

TORAY 21% SUMITOMO

1% ENTEK 3%

SK 12%

CELGARD 26%

UBE 7%

Others 5%

0

100

200

300

400

500

600

700

800

900

1000

20

00

20

01

20

02

20

03

20

04

20

05

20

06

20

07

20

08

20

09

20

10

20

11

20

12

M$

Evonik, TEIJIN, HIFUTURE, UBE-MAXELL ()



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market review and

forecasts 2012-2025


2013

May 29-30, 2013

ELECTROLYTE SUPPLIERS/CUSTOMERS

29 000 TONS IN 2012

LIB electrolyte market, Tons,

CAGR 2002/2012: +20%

LIB electrolyte supplier, market

share in 2012

25

Ube 9%

Mitsubishi 21%

In-House 3%

Tomiyama 3%

PANAX-ETEC 16%

Zhangjiagang Guotai-

Huarong 15%

Jinniu 10%

Capchem 9%

Shanshan 9%

Others 5%

0

5000

10000

15000

20000

25000

30000

2000 2002 2004 2006 2008 2010 2012

Ton

s

Cellular Portable PC Tablets

Power tools E-Bikes Auto

Others


Zhangjiagang Guotai-Huang JINNIU


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

LIB ELECTROLYTE MARKET 2012

Electrolyte Battery makers &

suppliers relation in 2012

Electrolyte maker sales

2005-2012

26

Ube

Mitsubishi

In-House

Tomiyama

PANAX-ETEC1

ZGH

0

1000

2000

3000

4000

5000

6000

7000

2005 2006 2007 2008 2009 2010 2011 2012

Ton

s

Note: 1 former Samsung Chiel

0% 50% 100%

Sanyo

Sony

Panasonic

SDI

LG Chem

BYD

Lishen

Maxell

ATL

BAK

A123

Others

Tons

PANAX-ETEC

Mitsubishi Chem

TomiyamaZhangjiagang Guotai-Huarong


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

TIME TO MARKET FOR NEW MATERIALS

IN LIB INDUSTRY

The research and development in this industry is very long and time consuming.

Time to market to commercialize a new material is long. Remember that the first Li-ion battery was launched by Sony in 1991 with LCO cathode, graphite, LiPF6 electrolyte & polyolefin membrane. It was 20 years ago.

LTO was invented by Matsushita in 1993 (19 years ago)

Lithium iron phosphate was invented in 1995 (15 years ago).

So, it takes between 10 & 20 years to commercialize a new material in the battery industry.

27


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market review and

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2013

May 29-30, 2013

BATTERY TECHNOLOGY ROADMAP

28

Batteries take a long time to develop; to reach the

automotive market, another 4 to 5 years are needed

Source: Avicenne Energy analysis


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

LI-ION RAW MATERIALS ROADMAP

29

Portable Batteries first Automotive & Portable market


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market review and

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2013

May 29-30, 2013

BATTERY MARKET FORECASTS

2012-2025

Portable PCs, net-book, Ultra-book

Cellular Phones, Smart-phones

Tablets

Camcorders

Cordless Tools, Gardening tools

Digital Camera

Games, MP3

Cordless Phones

Shavers, Toothbrush,

RC Cars

E-bikes

Security lighting

Vehicles: HEV, P-HEV, EV

Energy Storage

Others

Applications covered Parameters analysis

30

Main segment trends

Power need trends (volume, weight, capacity, running time)

Penetration rate for each Chemistry, each form factor,

2012 -2025 Forecasts

OEM strategies and positions

Main drivers & limiters


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market review and

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2013

May 29-30, 2013

31

PORTABLE ELECTRONIC DEVICES

FORECASTS 2012-2025

-

1 000

2 000

3 000

4 000 OTHERS

INDIA

ASIA

CHINA

JAPAN

EUROPE

USA

Cellular phones demand (M Units)

CAGR 2012-2025: +6%

Cellular Phones market Drivers

Emergent market

Renewal ratio increase

Smartphone penetration increase

LIB cells for cellular phones

trends

Laminates ratio increase

Increase of Thickness

Increase of >1400 mAh capacity

LIB cells demand 2012-2025

Polymer penetration: 30% -> 75%

0%

20%

40%

60%

80%

100%

Polymer

Prismatic


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market review and

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2013

May 29-30, 2013

32

PORTABLE ELECTRONIC DEVICES

FORECASTS 2012-2025

0

100

200

300

400

Emerging

Mature

Portable PCs demand (M Units)

2010-2025 CAGR: +4%

Portable PCs market trends

Mature market stable or decreasing

Growth driven by Emerging market

Ultrabook is increasing (20(1) to 60% in 2013(2))

ASP decreasing ( 2800 mAh for Premium/corporate

2.2 Ah for consumer, emerging market

LIB cells demand 2010-2025

Polymer penetration: 7% -> 28%

0%

20%

40%

60%

80%

100%

Laminate

Prismatic

Cylindrical


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

2025 LIB FORECASTS

EXCEPT AUTOMOBILE

-

20 000

40 000

60 000

80 000

100 000

120 000

20

00

20

05

20

10

20

12

20

15

20

20

20

25

MW

h

Others

E-bikes

Household devices

Toys

MP3

Video Games

Digital Camera

Camcorders

Cordless Phones

Power Tools

Tablets

Portable PCs

Cellular Phones

LIB market, MWh, by application (except

Auto) - CARG 2012-2025: 11%

2000-2025 LIB market, M cells, by form

factor (Except Auto)

33

0

2000

4000

6000

8000

10000

12000

14000

2000 2005 2010 2015 2020 2025

M c

ells

/yea

r Li-ion Cyl Li-ion Pr

Li-P IIT - March 2012 (1)

(1) Source: Battery Japan 2012 BJ-1 conference Slide p 10


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

X-EV MARKET

Why x-EV ?

Definition & segmentation

X-EV worldwide in 2012 By country

By car makers

By battery chemistry

X-EV forecasts AVICENNE ENERGY & other analyst forecasts

Battery chemistry forecasts

Battery cost forecasts

X-EV battery forecasts

34


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

0

20

40

60

80

100

120

1960

1970

1980

1990

2000

2010

2020

2030

Million barrel per day

Price of the WTI1

barrel of oil, US $

CO2 regulation

worldwide

35

WHY X-EV ?

Petroleum

consumption

worldwide 1960-2030

0

0,5

1

1,5

2

2,5

3

3,5

4

0

20

40

60

80

100

120

1973

2005

2007

2009

2011

201

3

Gas

olin

e P

rice

U

S$ /

Gal

lon

Cru

de

Oil

Pri

ce -

US

$ /

Bar

rel

Source: Energy Information Administration, US Government

Source: http://www.eia.doe.gov/emeu/steo/pub/contents.html

Note 1 WTI: West Texas Intermediate

90

100

110

120

130

140

150

160

170

180

190

2012 2015 2020

CO

2 E

mis

sio

n (

g/km

)

Europe USA

Japan China


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market review and

forecasts 2012-2025


2013

May 29-30, 2013

36

HEV, P-HEV & EV

DEFINITION & SEGMENTATION

Note: Micro HEV are not in the HEV statistics & HEV forecast

EV & HEV MARKET

EV 25 kWh

HEV 0.6-2 kWh batteries

MICRO HEV*

MILD HEV

MEDIUM HEV

FULL HEV

P HEV 5 kWh

batteries

CITROEN C3 TOYOTA VITZ

GM Saturn Vue GM AURA

GM MALIBU HONDA ACCORD

HONDA CIVIC INSIGHT

MERCEDES S400

TOYOTA PRIUS

TOYOTA CAMRY

FORD ESCAPE FORD FUSION

MILAN GM YUKON GM TAHOE

NISSAN ALTIMA

0%

20%

40%

60%

80%

100%

0 $ 5 000 $ 10 000 $ 15 000 $

Fuel saving Vs. Cost

HEV

P-HEV

EV


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market review and

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2013

May 29-30, 2013

HEV WORLDWIDE IN 2012

1,5 M HEV

HEV sold per year, M units, worldwide, 2000 - 2012

Penetration of hybrids in the

global sales, 2000-2012

37

Source: TOYOTA, HONDA, NISSAN, FORD, GM, HYUNDAI, MERCEDES, GM, BMW, VW, PORSCHE Compilation AVICENNE ENERGY

Micro hybrid not included

0,0%

0,2%

0,4%

0,6%

0,8%

1,0%

1,2%

1,4%

1,6%

1,8%

2,0%

0,0

0,2

0,4

0,6

0,8

1,0

1,2

1,4

1,6

HEV

wo

rld

wid

e p

en

etr

atio

n (

%)

Mill

ion

TOYOTA OTHERS

USA

JAPAN

EUROPE

0%

2%

4%

6%

8%

10%

12%

14%

16%

18%

20%

2000 2002 2004 2006 2008 2010 2012

Pen

etra

tio

n o

f h

ybri

ds

in t

he

glo

bal

e s

ales


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market review and

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2013

May 29-30, 2013


BY CAR SUPPLIER

TOYOTA; 81%

HONDA

FORD GM

BMW

HYUNDAI PORCHE

Others

Total HEV Vehicles

+1,5 M in 2012

HEV sold per year, M units per

car manufacturers, 2000-2012

38

TOYOTA

HONDA

0

200

400

600

800

1 000

1 200

1 400

00

0 H

EV s

old

TOYOTA HONDA



Others: Nissan, Mercedes, Mazda, VW, Audi


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market review and

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2013

May 29-30, 2013


BY CAR SUPPLIER

TOP 3: TOYOTA, HONDA,

HYUNDAI

OTHERS: FORD, GM,

39

TOYOTA

HONDA

HYUNDAI 0

200

400

600

800

1 000

1 200

1 400 0

00

HEV

so

ld

TOYOTA HONDA HYUNDAI

FORD

GM

HYUNDAI

0

5

10

15

20

25

30

35

40

45

50

00

0 H

EV s

old

FORD GM HYUNDAI




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market review and

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2013

May 29-30, 2013


BY COUNTRY

USA 29%

EUROPE 10%

JAPAN 54%

OTHERS 7%

Total HEV Vehicles

+1,5 M in 2012

HEV sold per year, M units per

country, 2004-2012

40

USA

EUROPE

JAPAN

OTHERS 0

100000

200000

300000

400000

500000

600000

700000

800000

900000

2004 2006 2008 2010 2012



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market review and

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2013

May 29-30, 2013

HEV FORECASTS

2012-2025

0%

5%

10%

15%

20%

25%

30%

35%

20

00

20

02

20

04

20

06

20

08

20

10

20

12

20

14

20

16

20

18

20

20

HEV

pen

etra

tio

n (

% o

f to

tal c

ar s

ales

)

USA EUROPE JAPAN

OTHERS WORLD

HEV MARKET: 2,5 Million units in 2015 5 M in 2020

41

0

1

2

3

4

5

6

7

8

2000 2005 2010 2015 2020 2025

Mill

ion

USA EUROPE JAPAN OTHERS



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market review and

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2013

May 29-30, 2013

LI-ION PENETRATION IN VARIOUS

DEVICES: AVICENNE & OTHER ANALYSTS FORECAST

42

Li-ion penetration in electronic

devices & HEV

(1)AVICENNE HEV Forecasts, march 09, Relevant scenario

(2)AVICENNE HEV Forecasts, march 09, Li-ion Optimistic scenario

(3)IIT, TAKESHITA, March 08, THE 25th INTERNATIONAL BATTERY SEMINAR & EXHIBIT, Slide 8 & March 2009, 26th Battery Seminar,

(4)AAB, Menahem ANDERMAN, Ph.D, Tampa, Florida, May 2009

HEV powered by LIB

forecasts from 2008 to 2011

IIT 2007

IIT 2008

IIT 2009

IIT 2010

AVICENNE 2007

REALITY 0

0,2

0,4

0,6

0,8

1

1,2

1,4

1,6

2008 2009 2010 2011 2012

Mill

ion

HEV

po

wer

ed b

y LI

B

Source : International Battery Conference, Fort Lauderdale 2007, 2008, 2009, 2010 & 2011


Cellular Phones

(to=1994)

Portable PCs (to=1994)

Power Tools (to=2004)

HEV Avicenne (to=2010)

HEV IIT (to=2009)

HEV AAB (to=2009)

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

0 1 2 3 4 5 6 7 8 9 10

Li-i

on

pe

net

rati

on

in e

lect

ron

ic d

evi

ces

& H

EV


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market review and

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2013

May 29-30, 2013

43

LI-ION BATTERY DEVELOPMENTS FOR

HEV, P-HEV & EV

Recall slash battery profit

LIB >>> NiMH but

SAFETY & COST ISSUES

PRIUS III NiMH PRIUS x - Li-ion

Volts 201.6 201.6

Cells 168 (28*6) 56

Capacity 6.5 Ah 3.8 Ah

Energy 1310 Wh 766 Wh

Weight 38 kg 25 kg

TC Range + +

Cyclability + ++

Safety

Cost

-50%

-40%

-30%

-20%

-10%

0%

10%

20%

30%

20

02

20

03

20

04

20

05

20

06

20

07

20

08

20

09

20

10

Op

era

tin

g p

rofi

t/R

eve

nu

e

Sanyo

MBI

BYD

SGS

Sony

NEC

Maxell

LGC

SDI

Average


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market review and

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2013

May 29-30, 2013

SAFETY ISSUES

44

New technologies are part of the solution to properly mitigate

Li-ion and LMP thermal stability


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market review and

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2013

May 29-30, 2013

SAFETY ISSUES

45

Li-ion and LMP are not thermally stable what raises serious

safety concerns

In the 80s, lithium metal batteries were put into the markets (Moli Energy). Their further development has for a long time been slow because of a low cycle efficiency and safety issues: High chemical reactivity and a low melting point enable strong chemical reactions, even explosions. In the charging-discharging process, lithium metal can form dendrite and accumulate on electrodes. The growing lithium dendrite could puncture the separator and result in an internal short circuit.

CONSEQUENCES: Except BOLLORE, all the companies developing Li metal batteries cancelled their projects

Bac

kg

rou

nd

M

ob

ile

Li-ion batteries for mobile devices mostly used a Lithium Cobalt Oxide Cathode and liquid

electrolyte.

In case of overcharging or short-circuit (contact between anode & cathode) a chain reaction

starts -> heating & gasing -> fire (Thermal runaway)

CONSEQUENCES: In 2006, SONY had to recall millions of portable PCs for total costs of

400 million USD, more than there profit-to-date

Au

tom

oti

ve

With new cathode chemistry, most of the automotive today on the markets experienced safety concerns:

(1) BYD Taxi in China with a lithium iron phosphate cathode

(2) GM Volt in the US with a LG Chemical battery using LMO cathodes (as a result

of a crashed tested Chevrolet Volt caught three weeks after the testing !)

(3) PRIUS P-HEV in the US with a Panasonic battery using NMC, NCA cathodes

Air

cra

ft

Boing 787: The fire that burned near the tail of a parked Boeing 787 in Boston was caused

by an overheating Lithium ion battery pack. The battery fire could have been hot enough to

melt the carbon-fiber reinforced plastic that makes up the planes shell.

CONSEQUENCES: All the 787 worldwide are grounded. Considerable losses for Boing.


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market review and

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2013

May 29-30, 2013

SAFETY IS A SINE-QUA-NON SELECTION

CRITERIA FOR BATTERY TECHNOLOGIES

46

Some technologies are already out of the game due to

stability issues


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market review and

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2013

May 29-30, 2013

LIB FOR AUTOMOTIVE

VALUE CHAIN

47

The largest share of the value (40%) comes from cell components

Cell manufacturers & OEM alliance may be the winning model but comes with high risk if the wrong cell manufacturer is selected

Tiers 1- cell manufacturers alliance: most of them disappear (eg. Saft-Johnson Controls, Bosch-Samsung, Enerdel-Delphi)

Tiers 1- OEM alliance on Battery are not successful

Panasonic and LG Chem, cell manufacturers develop raw -material in-house and make the pack integration for OEM

On a different scale, Toyota, BYD or BOLLORE are fully integrate

1

2

3

5

4

6

Comments


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market review and

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2013

May 29-30, 2013

48

LIB MANUFACTURING INVESTMENTS

2009-2015

10-12 B$ WORLDWIDE >50 GWh in 2015

A123 Michigan Plant - Photo courtesy of A123 Systems

Liotech Plant, Novosibirsk 1,5 GWh production capacity 0 500 1000 1500

PANASONICNISSAN Motor US

SonyBYD

LG ChemJCI

A123SanyoEner1

Nissan-Renault (Fr)Dow Kokam (KD ABG MI)

GS YUASASB Limotive

Hitachi Vehicle EnergyLithium Energy JapanRusnano-Thunder Sky

LG Chem - CompactNissan - Renault (UK)

ToshibaBlue Energy

Nissan-Renault (Port)Lishen

BAKSAFT US

SAFTHitachi Vehicle Energy

AESC JaponNEC Tokin (Electrodes)

Mitsubishi H.I.SK Energy

Panasonic EVLiTec GmbH

M$

Total Investment (M$) made for LIB manufacturing

Average Investments: 250 $ / kWh


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market review and

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2013

May 29-30, 2013

LIB BATTERY COST

Raw material cost (Co, Mn, Ni, Al, Cu, )

Anode, cathode, Electrolyte , separator, binders, Cu & Al foil, etc cost structure :

CAPEX,

labor cost,

R&D

Marketing, Adm, Overhead, margin)

Raw material needs / mAh

Electrode process Yield

Assembly Process Yield

Cell manufacturing cost

Module manufacturing cost

Pack assembly cost

Costs analysis Battery price in 2012

$/kWh

49

0

200

400

600

800

1000

1200

1400

1600

LIB18650

cell

LIB EVCell

LIB packfor EV

LIB HEVcell

LIB packfor HEV


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market review and

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2013

May 29-30, 2013

LI-ION BATTERY COST

2011-2020

LIB cell average cost

(EV design ; NMC cathode)

LI-ION BATTERY PACK COST

FOR EV

50

* For Production > 100 000 packs/year

2015* 2020* 2011* 0

50

100

150

200

250

300

350

400

2011 2015 2020

$ /

kW

h

Margin

Overheads

Sales & Adm

R&D

Energy, utilities

Direct labor

Depreciation

Others

Separator

Electrolyte

Anode cost

Cathode cost 0

100

200

300

400

500

600

700

Ce

ll

Pac

k

Ce

ll

Pac

k

Ce

ll

Pac

k

$ /

kW

h

Pack Cost

CellManufacturing

OtherMaterials

Electrolyte

Separator

Anode

Cathode


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market review and

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2013

May 29-30, 2013

EV FORECASTS

2011-2020

EV sold, in million units,

worldwide, 2010 - 2020

EV impact on the LIB & raw

material market is HUGE

51

IIT, March 2011 Fort Lauderdale

IIT, March 2010 Fort Lauderdale

Deutsche Bank , Electric Cars: Plugged In 2 Nov 2009

Roland BERGER, Oct 2011, Batteries 2011 Cannes

AAB, AABC Europe, Mainz, June 2011

IIT (March 2010)

AAB

Deutsche Bank

Roland Berger

AVICENNE

IIT (March 2011)

0

1

2

3

4

5

6

2010 2015 2020

Nu

mb

er o

f EV

so

ld w

orl

dw

ide

( M

illio

n)

4

50

45

400

1000

10000

25000

1 10 100 1 000 10 000 100 000

Mobile Phone

Portable PC

Power Tools

E-bikes

HEV

P-HEV

EV

Average Wh per device


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market review and

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2013

May 29-30, 2013

TOTAL BATTERY DEMAND

2025 FORECASTS

EV, HEV & P-HEV Battery needs (MWh)

CAGR 2012-2025: +20%

Total battery demand (MWh)

CAGR 2012-2025: +12%

52

0

20000

40000

60000

80000

100000

120000

140000

160000

180000

2000 2005 2010 2015 2020 2025

M W

h

NiCd NiMH except Auto LIB except Auto

NiMH for HEV LIB for HEV LIB for P-HEV

LIB for EV

-

20 000

40 000

60 000

80 000

100 000

120 000

140 000

160 000

180 000

2005 2010 2015 2020 2025

M W

h

NiMH for HEV LIB for HEV

LIB for P-HEV LIB for EV


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market review and

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2013

May 29-30, 2013

RECHARGEABLE BATTERY MARKET

2000 2025

Rechargeable battery market,

M$ for x-EV 2000-2025 (cell level)

Rechargeable battery market,

M$, 2000-2025 (cell level)

53

0

5000

10000

15000

20000

25000

30000

2000 2005 2010 2012 2015 2020 2025

M $

NiMH for HEV LIB for HEV LIB for P-HEV LIB for EV

0

5000

10000

15000

20000

25000

30000

2000 2005 2010 2015 2020 2025

M $

NiCd NiMH except AutoNiMH for HEV LIB CylLIB Pr LIB PolLIB Auto


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market review and

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2013

May 29-30, 2013

35 MILLION MICRO-HYBRIDS CAR IN

2020

Micro-hybrids car market

2010-2020

Micro-hybrid batteries

54

Powered today by Advanced lead acid batteries (sometimes in conjunction with super capacitors)

LTO will also penetrate this market (Toshiba -> Suzuki)

Panasonic develop new NiMH cell to adress the micro-hybrid market

0

10

20

30

40

50

60

70

80

2010 2015 2020

Mill

ion

Micro-hybrid car sold per year

AVICENNE

OptimisticScenario

JD Power

Valeo

Micro-hybrid Full HEV

Battery Advanced lead acid

NiMH or LIB

Cost ($) 300 3000

Fuel saving 5% 20%

Million Vehicle sold per year in 2020

35 3.5

Advantages of micro-hybrid

compare to HEV

Much more profitable than full HEV: 8 to 10 times less expensive than full HEV to save 5% gasoline instead of 20% (4 times less)

Much more impact on CO2


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market review and

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2013

May 29-30, 2013

HEV, P-HEV AND EV REALITY OF THE MARKET WILL

BOOST MICRO HYBRID AND ADVANCED LEAD ACID

BATTERIES

55

Stand

ard

Lead acid

Batteries

2010 2015 2020 AFTER

Li-ion

batteries

N

iMH

ba

tterie

s

STANDARD CAR

88.5% EV

P-HEV

FULL

HEV

1%

MILD

HEV

0.5%

MICRO

HYBRIDS

10%

Ad

vanced

Lead acid

NiM

H

STANDARD CAR

44%

MICRO HYBRID

50%

EV

P-HEV

2%

FULL

HEV

4%

ULTRA

BATTERY Li-Air, Li-S, Fuel Cells Li-ion


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2013

May 29-30, 2013

TAKEAWAYS

56

Li-ion battery is driven today by Portable PCs & electronic devices For HEV, the battery technology is today the NiMH In 2012, most of the car makers (except Toyota) switch to Li-ion P-HEV & EV will be powered by Li-ion: 6 B$ market in 2015 - 11 B$ in 2020 & 15 B$ in 2025 EV expectations attract large Chemical companies New materials are needed to meet Automotive standards HEV will account for less than 5% of the automotive sales in 2020 P-HEV & EV < 2% by 2020 Micro-hybrid will achieve >50% Lead acid battery will be the first market in 2025 in volume & value A very small EV market in the automotive world will represent a huge market for batteries

Battery Market 2010-2025

CAGR = +8%

Note: Excluding Energy Storage batteries

RECHARGEABLE BATTERY

MARKET WORLDWIDE

2000-2025

2000 2010 2020 2025

MW

h Others

LIB

NiMH

NiCd

Lead Acid

2000 2005 2010 2012 2015 2020 2025

Lead Acid (+4%) NiCd (-4%)

NiMH (-4%) LIB (+6%)

LIB for xEV (+16%) (CAGR 2012-2025)

25 B$

49 B$

60 B$

78 B$

92 B$

280 GWh

380 GWh

575 GWh

775 GWh

2,3

15

11

23

52

32


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2013

May 29-30, 2013

THANK YOU

Christophe PILLOT

AVICENNE ENERGY

[email protected]

Phone: +33 1 47 78 46 00

Mobile: + 33 6 88 82 79 49

57

About

AVICENNE ENERGY


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market review and

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2013

May 29-30, 2013

AVICENNE PROFILE

Creation: 1992, by Ali MADANI

Headquarter: Paris

Liaison Office: Japan, USA

AVICENNE Energy Director: Christophe Pillot

5 consultants A Madani C Pillot JP Salvat X Zhang A Yassari

Information for Growth - Powering your companys market strategy

with in-depth research

The Rechargeable Battery market

21st Edition

Customized

survey

59


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market review and

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2013

May 29-30, 2013

OUR BUSINESS STORY

1992 AVICENNE Creation

1994

AVICENNE advised French Industry Ministry on the European battery business opportunities

AVICENNE open its office in JAPAN

1999 BATTERIES congress 1st edition in Paris

2003

AVICENNE work on the due diligence process for the sales of SAFT by ALCATEL

2008 AVICENNE: expert witness in the NTT-Hydro Quebec conflict

2009

AVICENNE presented its market forecasts to industrials (CIAPS) in Beijing China

2010

Avicenne developed partnership with BATTERY JAPAN 20thEdition of The rechargeable battery market worldwide 2010-2020

2011

AVICENNE Energy division is created 13th Edition of BATTERIES Congress

2013 22nd Edition of The rechargeable battery market worldwide 2012-2025 15th Edition of BATTERIES CONGRESS

60


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2013

May 29-30, 2013

OUR METHODOLOGY

MARKET & STRATEGIC ANALYSIS

Primary Research Secondary Research

Executive Interviews Vendor Briefings Product Demos and Tours

Company News & Financials Technology & Product Specs Government Data Economic, Demographic Data

Consumer Surveys Business Leader Surveys

Case Studies Reference Customers

Qualitative Quantitative Strategic

Business Models & Trends Technology Issues Policy & Regulatory Factors Competitive Landscape Profiles of Key Players

Company News & Financials Technology & Product Specs Government Data Economic, Demographic Data

SWOT Analysis Gap Analysis Business Plan Value Proposition Due Diligence Merger & Acquisition

Track valuable Information's

Strategic Analysis

Presentation of the results

Q&A with customers

Customer Evaluation

INFORMATION COLLECTION

SUP

PLY

SI

DE

DEM

AN

D

SID

E

61


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May 29-30, 2013

METHODOLOGY: EXTENSIVE FIELD RESEARCH TO

RETRIEVE & CROSS CHECK INFORMATION

In Depth analysis Of applications

Cross Check Analysis

Battery Makers

OEM

Raw materials suppliers

Environment & recycling

BMS

Electronics

Substitution technologies

Conferences & Exhibitions

Top management contact network > 19 000 contacts

62


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2013

May 29-30, 2013

CUSTOMIZED & MULTICLIENT SURVEY

FOR ALL THE VALUE CHAIN

Source : Photo from BASF

Raw Materials

BMS & Electronics

Cooling Systems

Power Electronics

Batteries

63


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2013

May 29-30, 2013

MORE THAN 180 REFERENCES

WORLDWIDE A123 AIR LIQUIDE AIR PRODUCT AHLSTROM ALCATEL AMPEREX (ATL) APPLIED MATERIALS AROS SECURITIES ARC ARKEMA ASHLAND ATOFINA AT KEARNEY AXEON BAIN BASF BATTERY R&D ASSOCIATION OF KOREA B&D BHP BILLITON BRAND LICENCING PARNERS (BLP) BOURNS BOSCH BUHLER GMBH BYD CAP X CATELLA CARBONE LORRAINE CARLYLE CATELLA CATERPILLAR INC. CDN COBALT CEA/LITEN CELGARD CHEMETALL CHEMISHE FABRIK BUDENHEIM CIBA CIAPS CHINA COGEMA CONOCO PHILIPS CRU GROUP CSC CHALLENGE STRATEGY CHANGE DCN DELTA

DGA DIALOG SEMICONDUCTOR DOW CHEMICAL DOW CORNING DUPONT DURACELL EDF ELECTRO ENERGY ENER 1 ENERGIZER EOLITE EPCOS OHG ERAMET ETC AB FACOM FALCON BRIDGE FAIRSHILD SEMICONDUCTOR FAMEART FIST FLORIDIENNE DE CHIMIE FMC FORTU POWER CELL FRANCE TELECOM FULTON INNOVATION GAIA GIL IMPORT BATTERIES LTD. GS MELCOTEC HC STARCK (BAYER) HILTI HITACHI MAXELL HOLLINGSWORTH & VOSE CIE HONEYWELL HPL (HIGH POWER LITHIUM) HUTCHINSON IER IGL EXPORT. INTERNATIONAL COMPONENT CORP. INTERNATIONAL RECTIFIER INTEK INTEL INTERSIL INCO ITRI

ITS JBC JETRO JOHNSON CONTROLS KODAK KRUGER LAZARD LECLANCH LEGRAND LG CHEMICAL LION CELLS LITTLE FUSE LILIPUCIAN LYNAS CORP MATSUSHITA MICROSOFT MTI MICRO FUEL CELLS MOLTECH MOLYCORP MOMENTIVE MOTOROLA MUNSTER UNIVERSITY NANOCYL NCCP - RUSSIA NITECH NKKPC NORILSK NICKEL NOVALED NTK POWERDEX OLIVER WYMAN OMG INC PANASONIC PHILIPS PHOTON PK & WISE POWER GENIX PRAYON PRISMARK PSA RAYOVAC RECHARGE RENAULT RHODIA

ROLAND BERGER SAFT SAGENTIA SAINT GOBAIN SAKTI SAMSUNG SDI SANIK SCHRODER VENTURE SCOTENT ENTREPRISE SFPZ SHENZHEN HIGH POWER TECHNOLOGY SCHOTT AG SKC SVE - DASSAULT SOLVAY SONY STIBAT STORCK STRATEGY ANALYSIS TERRAROSSA CAPITAL TIGER GLOBAL TODA KOGYO TOTAL TOTAL WIRELESS SOLUTION TOYO TOYOTA TYCO UMICORE UNIROSS URALELEMENT US NAVY VARTA VOLTRACK WACKER CHEMIE AG WARBURGPINCUS WORLD INDUSTRIAL INFORMATION CENTER WR GRACE & CIE YASLAMEN ZEBRA ZPOWER

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[email protected]


market review and

forecasts 2012-2025


2013

May 29-30, 2013

SPEAKER, CHAIRMAN OR WORKSHOP

MODERATOR

BATTERIES 2012, FRANCE (1999-2012) Owner, chairman & speaker The battery market 2010-2025

INTERNATIONAL Li-ion BATTERY SUMMIT Dec 2011, Shenzhen, China The Li-ion battery raw materials market 2010-2020

AABC Europe, Mainz (2012) The Lithium ion raw material battery market 2010-2020

THE 28th INTERNATIONAL BATTERY SEMINAR - FLORIDA Fort Lauderdale, Florida , March 2012 HEV, PHEV & EV market 2010-2020 ; Battery is the key (From 2004 to 2010)

EVER 2009, MONACO Challenges for EV market in Europe

EVS 20011, Battery market for automotive industry

CIAPS (China Industrial Association of Power sources), BEIJING, Dec 2009 Advanced battery market & raw materials worldwide

Advanced Battery for Vehicles, IQPC, Frankfort, 2009-2010 Chairman & speaker, The battery business 2009-2020

EET-2008 European Ele-Drive, MOTOR SHOW GENEVA, International Advanced Mobility Forum Geneva Motor Show (Professor Gaston Maggetto Award: C. Pillot as the best rated paper & presentation by EET-2008 Scientific Reviewing Committee) The HEV & EV market trends & main challenges

China Industry Battery Fair 2006 The Chinese battery Industry

Tens of INTERNATIONAL CONFERENCES per year

65

https://powersources.net/florida/28th.html


[email protected]


market review and

forecasts 2012-2025


2013

May 29-30, 2013

BATTERIES 2013

OCTOBER 14TH-16TH

3 days congress in France (Nice)

15th Edition (first edition in 1999)

500 attendees

40 Booths Battery makers, raw materials suppliers, IC & BMS suppliers, tests, machining, coating,

80 international experts: Researchers, industrial process, marketing, financials,

www.batteriesevent.com

66


[email protected]


market review and

forecasts 2012-2025


2013

May 29-30, 2013

SUMMARY

A small team dedicated on the battery industry since almost 20 years

Working with large group worldwide: FMC, Umicore, Dupont, Dow, Panasonic, LG, Samsung, JCI, Nokia, Bosch, Siemens, Toyota, Renault,

Synthetic presentation to management & CEO of major groups

Knowledge

Methodology

Expert Network

Flexibility

We will help and support your growth

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