<2025> Global Battery Supply and Demand Outlook by Car OEM (~2035)
Chasm has become a term symbolizing the
recent stagnation in the growth of the electric vehicle market.
There are various hypotheses regarding the
causes of this chasm. Some suggest that early adopters of EVs have already made
their purchases, leading to a slowdown in new demand. Others attribute it to
the significant reduction in EV driving range caused by the severe cold wave in
North America last winter. Additionally, concerns about recurring fire
incidents have contributed to consumer apprehension about EVs.
So, how will the market ultimately grow? In
response to this question, SNE Research released its "<2024.2H>
Global Electric Vehicle Market and Battery Supply-Demand Outlook (~2035)"
last October.
However, industry stakeholders have
requested more specific market forecasts, including expectations on which
battery suppliers major OEMs will choose, changes in battery form factors, and
the usage proportion of major cathode materials.
SNE Research has published this report to
address these various industry inquiries. The newly released "<2025>
Global Battery Supply and Demand Outlook by Automotive OEM (~2035)"
provides a detailed forecast of electric vehicle production and battery supply
for major OEMs, including Tesla, Volkswagen, Hyundai Motor Group, Toyota,
Renault-Nissan-Mitsubishi, Stellantis, Ford, GM, BMW, Mercedes-Benz, Geely (the
parent company of Volvo’s passenger car division), and BYD. The report
categorizes and forecasts the supply sources of secondary batteries used in
these OEMs' electric vehicles by region (North America, Europe, China, and
other markets), major battery suppliers, cathode materials (NCx/LFP), and form
factors (prismatic, pouch, cylindrical).
The regional and cathode material data for
the overall OEM electrification outlook is based on the figures from the
"<2024.2H> Global Electric Vehicle Market and Battery Supply-Demand
Outlook (~2035)" report, released in October.
We hope that this report, which provides a
detailed forecast of major car makers leading the future electric vehicle
market, will be valuable to industry stakeholders.
Contents
1. Global Passenger EV Market Outlook
1.1 Global Passenger Vehicle
Electrification Rate Outlook ----------------- 05
1.2 Global Electric Passenger Vehicle Sales
Outlook by Region ----------------- 06
1.3 Global Battery Demand Outlook for
Electric Passenger Vehicles by Region---08
1.4 Global Electric Passenger Vehicle and
Battery Demand Outlook by Region---10
1.5 Global Battery Demand for Electric
Passenger Vehicles by Cathode Material---11
2. Global Major OEM EV Market Outlook
2.1 Global Major OEM Electric Passenger
Vehicle Sales Outlook ------------ 15
2.2 Global Major OEM Electric Passenger
Vehicle Sales Proportion Outlook ---- 16
2.3 Global Major OEM Electric Passenger
Vehicle Sales Forecast by Manufacturer--17
2.4 Global Major OEM Battery Demand Outlook
for Electric Passenger Vehicles ---18
3. Global Major OEM EV Market Outlook by
Manufacturer
3.1 Tesla ------------------------------------------------------------------ 27
3.2 VW(Volkswagen) --------------------------------------------------------- 66
3.3 HKMC(Hyundai-Kia) ---------------------------------------------------------- 105
3.4 Toyota ------------------------------------------------------------------- 141
3.5 R-N-M(Renault-Nissan-Mitsubishi
Alliance) ------------------------------- 183
3.6 Stellantis ------------------------------------------------------------------ 222
3.7 Ford ----------------------------------------------------------------- 256
3.8 GM ------------------------------------------------------------------ 295
3.9 BMW ------------------------------------------------------------------ 329
3.10 Mercedes-Benz --------------------------------------------------------- 368
3.11 Geely ------------------------------------------------------------------ 407
3.12 Honda ------------------------------------------------------------------ 441
3.13 BYD ------------------------------------------------------------------ 480