- The world's only global monthly DB aggregating sales performance of EV batteries and 4 key materials
- Providing market analysis
reports and analytical tools based on a database covering approximately 14,000
electric vehicle models, batteries, 4 key materials (cathode, anode, separator,
electrolyte), and lithium, cobalt, nickel, and manganese consumption across 80
countries worldwide
The electric vehicle market in
2024 saw significant shifts in battery manufacturers' market shares. Notably,
the decline in market share of the three major Korean battery companies and the
expansion of Chinese battery manufacturers were key trends. This was largely
driven by changes in government policies worldwide and the growing market share
of Chinese LFP batteries, which had a direct impact on the restructuring of the
battery supply chain.
Amid the strengthening trend of
protectionism worldwide, the U.S. and Europe are actively implementing policies
to enhance their domestic battery production capacity. The U.S. is working to
reduce its dependence on Chinese batteries and raw materials through the
Inflation Reduction Act (IRA), while Europe is also accelerating the
establishment of a regional supply chain. In the short term, Chinese
battery manufacturers are likely to expand their market share based on price
competitiveness. However, in the mid-to-long term, a strategic response from
K-Battery will be essential. Especially with the rapid growth of the LFP
battery market, the development of LFP technology and the establishment of
production lines have become urgent tasks for Korean battery manufacturers.
Due to policy changes in Europe
and the U.S., there are concerns about a potential slowdown in the growth of
the electric vehicle market by 2025. In response, global automakers are
focusing on restructuring their supply chains and strengthening price competitiveness.
After 2026, a new growth momentum is expected to emerge, driven by large-scale
battery mass production and the expansion of new vehicle launches. As a result,
electric vehicle companies are facing a critical turning point, where they must
implement multifaceted strategies, including securing price competitiveness,
strengthening hybrid strategies, and incorporating autonomous driving
technology.
Global EV & Battery Monthly Tracker (Incl. LiB 4 Major Materials) is a monthly database that systematically analyzes key data from global electric vehicle market and battery industry, tracking the 4 key materials market, as well. It provides monthly data on the usage of materials by battery makers and sales volume of electric vehicles, while updating market changes almost in real time. SNE Research proudly presents the most reliable market analysis tool for comprehensively analyzing the rapidly changing global electric vehicle and battery markets, as well as the supply chain of the 4 key components.
<Scope of Database>
- Sales of electric vehicles
in a total of 80 countries in 7 continents
- Global auto groups and EV
makers: a total of 250 auto groups and 500 EV makers
- Global EV battery
suppliers: a total of 170 secondary battery makers
- Global 4 key materials
suppliers: a total of 108 four key materials suppliers
- Fuel type: BEV, PHEV
(incl. EREV), HEV (MHEV and FHEV categorized separately)
- Vehicle type: PV
(Passenger Vehicle), CV (Commercial Vehicle > Bus, Truck)
(Other than these, a various items – battery
form factors, 4 key components materials type, Li/Co/Mn/Ni installment, driving
range, overall vehicle length – are included, making it possible to combine
different items and process data.)
<Data Aggregation Criteria>
- Aggregate new electric
vehicles registered or sold in countries every month
- Calculate the usage of
batteries, 4 key materials, and Li/Co/Mn/Ni based on their installment into
electric vehicles sold
<Data Format and Frequency>
- Excel pivot table with
report tabs : suitable for database analysis in various ways
- Data from the previous
month to be released at the end of each month (Data from Dec 2024 to be released
on Jan 31st, 2025)
<Database Service Structure
and Subscription>
Core data is the minimum package, with optional data as add-ons.
| Core Data | EV Sales | ✅ | Battery Usage | ✅ | ||||
| Optional Data | Cathode SCM | ☐ | Anode SCM | ☐ | Separator SCM | ☐ | Electrolyte SCM | ☐ |
* Please contact Sales Team (sales@sneresearch.com) for any inquiries on Global EV & Battery Monthly Tracker (Incl. LiB 4 Major Materials), including service subscription fee.