<2024> Global Outlook for Expansion of LIB Production Lines (~2035)_DB ver.
- Provided in Excel file, including supply raw data
The global electric vehicle market has
been growing rapidly since the launch of Tesla Model 3 in 2017 and has been
considered a key industry for carbon neutrality. Accordingly, various
industries related to electric vehicles, such as batteries, materials, and
their components, have also continued to grow along with the electric vehicle
market. The three domestic battery companies are building large-scale
production bases in North America and Europe and are striving to dominate the
global market.
However, despite the increase in
secondary battery supply due to China’s aggressive expansion of production capacity
in 2021, the end of China’s electric vehicle subsidies in 2023 and the electric
vehicle chasm have led to a failure in forecasting demand, and the electric
vehicle super cycle has reached a stagnation stage. The electric vehicle market
growth, which has slowed down faster than expected, is making aggressive
investments by battery companies (including three domestic companies) and
material companies meaningless.
Such unstable market trends make it
difficult to predict growth. In order to respond to the rapidly changing market
and reduce risks of companies, it would be helpful to understand manufacturers’
expansion plans and comprehensively analyze them along with market demand.
This report in DB version organizes the
production capacity of global secondary battery manufacturers by region, form
factor, and application so that it can be understood at once.
We hope this report will be helpful to
those in the secondary battery industry.
Strong
Points of this Report (DB ver.)
1.
Information of manufacturers' capacity expansion updated by 2024.1Q
ü You can check the latest supply
information by synthesizing all expansion plans announced by manufacturers up
to 2024.1Q.
2.
Providing data which meets customer needs
ü You can view data on LIB demand and
supply, and filter manufacturers’ regional expansion plans by form factor and
application (IT, xEV&ESS).
3.
Easy to utilize data using raw data
ü Raw data used in publishing this report
is included, so you can search the required market by utilizing the pivot
table.
l Cover
l Executive Summary
l Notice
1.
LIB – Demand
-
Small LIB Market
-
EV Market
-
ESS Market
-
Global LIB Market
2.
LIB – Supply
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Global battery capa expansion
-
Global makers capa plan
-
Global located plants
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Capacity by markets (IT, EV&ESS)
-
Chemistry by global makers
-
Battery Form Factor
-
Europe
-
United States
-
China
3.
Demand & Supply
-
LIB supply & demand
-
xEV&ESS supply & demand by region
l Raw data_supply