電動車電池製造商：13 家電動車電池製造商的策略和執行評估 - Guidehouse Insights Leaderboard Report

過去十年，電動車市場一直是個熱門話題，這是有充分理由的。隨著全球氣候變遷的現實變得更加清晰 - 平均氣溫上升，天氣事件變得更加嚴重 - 脫碳已經從大多數政府的目標變成了一項要求。由於交通運輸業是最容易實現脫碳的行業之一，這項舉措將引發對電動車開發和部署的大量投資。

隨著人們對電動車的興趣日益成長，人們對電動車關鍵零件電池的關注也日益增加。電池是電動車中成本最大的單一零件，也是最難製造的零件之一。目前主要使用鋰離子（Li-ion）電池，但各種鋰離子化學材料開拓自己的市場。

近年來，電池製造商已成為汽車領域的主要推動者，因此，生產什麼類型的電池以及將其應用於哪種汽車將決定在整個電動汽車行業中的地位。儘管少數公司主宰了幾乎整個市場，但他們的地位並不意味著他們是該領域的佼佼者。此外，電動車電池產業發展非常迅速，並且有大量投資進行，因此新公司很快就能實現巨大的飛躍。

本報告對電動車電池製造商進行了全面調查，包括市場概況、最新趨勢、新興公司和技術以及參與者排名。

目錄

第1章 執行摘要

第2章 市場概要

• 市場定義
• 市場促進要因
• 市場抑制要因
• 市場動向
• 新創公司與技術

第3章 Guidehouse Insights 排行榜

• Guidehouse Insights 排行榜類別
  • 領導者
  • 競爭對手
  • 挑戰者
  • 追蹤者
• Guidehouse Insights 排行榜網格

第4章 企業排名

• 領導者
  • Panasonic
  • CATL
  • LG
  • Samsung
  • BYD
• 競爭對手
  • SK
  • Envision AESC
  • Tesla
  • Gotion
• 挑戰者
  • Northvolt
  • Our Next Energy
  • Sunwoda
• 追蹤者
  • C4V

第5章 首字母縮寫與縮寫列表

第6章 目次

第7章 圖表

第8章 研究範圍與方法

The EV market has been a significant topic of conversation for the past decade, and for good reason. As the realities of global climate change have become apparent, with average temperatures rising and weather phenomena becoming more disastrous, decarbonization has shifted from a goal to a requirement for most governments. Since the transportation sector is one of the easiest to decarbonize, this movement has led to significant investment in EV development and adoption.

The increased attention to EVs has led to more scrutiny about their main component: batteries. Batteries represent the single largest component cost of EVs, and are also one of the hardest parts to manufacture. While lithium ion (Li-ion) batteries are currently the primary type used, a variety of Li-ion chemistries have been developing their own market shares.

Battery manufacturers are, as of relatively recently, major movers in the automobile space, so the type of batteries a manufacturer makes and in what vehicles they put them makes a significant difference to their position in the entire EV industry. This Guidehouse Insights Leaderboard is intended as a measurement of where battery cell manufacturers currently rank in the industry and why. While a few companies control almost the entire market, their positions do not mean they are the best suited in the space. Furthermore, the EV cell industry is moving so quickly and has so much invested in it, that new companies can make huge strides very quickly.

Top 10 Vendors

Panasonic

CATL

LG

Samsung

BYD

SK

Envision AESC

Tesla

Gotion

Northvolt

Table of Contents

1. Executive Summary

• 1.1 Market Introduction

2. Market Overview

• 2.1 Market Definition
• 2.2 Market Drivers
  • 2.2.1 Growing EV Demand
  • 2.2.2 New Battery Chemistries
  • 2.2.3 Domestic Manufacturing JVs
• 2.3 Market Barriers
  • 2.3.1 Local Manufacturing Rules
  • 2.3.2 Trade Protectionism
  • 2.3.3 Political Uncertainty
• 2.4 Market Trends
  • 2.4.1 Stationary Storage
  • 2.4.2 Recycling
  • 2.4.3 Increasing Market Share of Hybrids
• 2.5 Emerging Companies and Technologies
  • 2.5.1 Accelera
  • 2.5.2 Lyten
  • 2.5.3 Solid-State Battery Cells

3. The Guidehouse Insights Leaderboard

• 3.1 The Guidehouse Insights Leaderboard Categories
  • 3.1.1 Leaders
  • 3.1.2 Contenders
  • 3.1.3 Challengers
  • 3.1.4 Followers
• 3.2 The Guidehouse Insights Leaderboard Grid

4. Company Rankings

• 4.1 Leaders
  • 4.1.1 Panasonic
  • 4.1.2 CATL
  • 4.1.3 LG
  • 4.1.4 Samsung
  • 4.1.5 BYD
• 4.2 Contenders
  • 4.2.1 SK
  • 4.2.2 Envision AESC
  • 4.2.3 Tesla
  • 4.2.4 Gotion
• 4.3 Challengers
  • 4.3.1 Northvolt
  • 4.3.2 Our Next Energy
  • 4.3.3 Sunwoda
• 4.4 Followers
  • 4.4.1 C4V

5. Acronym and Abbreviation List

6. Table of Contents

7. Table of Charts and Figures

8. Scope of Study and Methodology

• 8.1 Scope of Study
• 8.2 Sources and Methodology
  • 8.2.1 Vendor Selection
  • 8.2.2 Ratings Scale
    • 8.2.2.1 Score Calculations
  • 8.2.3 Criteria Definitions
    • 8.2.3.1 Strategy
    • 8.2.3.2 Execution