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Battery, EV

<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

 

-        Global battery capa expansion

 

-        Global makers capa plan

 

-        Global located plants

 

-        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