Global and China Li-ion Power Battery Industry Report, 2018-2022
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In 2017, the global demand for electric vehicle (EV) power battery reached 69.0GWh, being the one with most increments among consumer electronics, power, and energy storage. It is expected that the world’s demand for EV lithium battery will be at least 325GWh till 2022, a 4.7-fold of the 2017’s.

In 2017, China’s output of automotive lithium power battery stood at 44.5GWh, an upsurge of 44.5% from a year earlier, and the output figure will be up to 215GWh in 2022, a 4.8-fold of the 2017’s in the wake of national policy being enforced as well as the improvement of lithium battery production technologies, cost cuts, and the growing trend of new energy vehicle (NEV) and supporting facilities.

In the first half of 2018, China’s shipments of power battery rose 23.8% year on year and reported 22.86GWh. The installations of power battery to new cars amounted to 15.54GWh, soaring 168% on an annualized basis.

In the first half of 2018, the power battery industry characterizes a growing concentration degree, with the top ten producers holding a combined 87% share by installations, among which CATL and BYD seized more than 60% shares together.

Comparing enterprises’ performance in 2017 and 2018H1, the top two players’ rankings remained unchanged, but part of cylindrical power battery producers like OptimumNano have been out of the top ten since they encountered difficulties in capital and had to reduce production substantially. With the higher national subsidies for power battery featuring high energy density, the class-A passenger cars tend to use the soft pack power battery and square power battery that boast higher energy density. Thanks to a significant rise in its demand from SAIC ROEWE and GAC, Wanxiang Group enters the top 10 list by installations in the first half of 2018.

The price of power battery still shows a downward mobility in 2018 largely due to improvements in energy density of power battery and cost cuts as a result of mass production. The selling price of China-made new energy vehicle (NEV) power battery system is falling year after year. At the end of 2017, the price of power battery system dropped 25% from 2.0 yuan/Wh at the end of 2016 to 1.4 - 1.5 yuan/Wh; LiFePO4 battery pack saw a price decrease from 1.9 yuan/Wh in 2017Q1 to 1.25 yuan/Wh in 2018Q2, a dive of 35%; NCM ternary battery pack price was down 25% from 1.6 yuan/Wh in 2017Q1 to 1.2 yuan/Wh in 2018Q2.

Considering the technical routes for power battery, the ternary power battery enjoyed a rising share from 24% in 2015 to 48% in 2017, and even over 60% in the first half of 2018 along with the higher demanding on energy density of power battery as well as mileage range. From the perspective of the material system, the high-nickel ternary materials have found some application in cylindrical power battery, while it still takes one to two years for high-nickel ternary soft pack and high-nickel ternary square power battery to be developed and further tested.

The report highlights the following:
20120114.gifLi-ion power battery industry chain (four key materials, cell, Pack + BMS, etc.);
20120114.gifLi-ion power battery technology roadmap (costs, performance, development direction, etc.);
20120114.gifGlobal and China EV industry (overall, by country, and production & sales and performance parameters of specific auto models, etc.);
20120114.gifGlobal and China li-ion power battery industry (shipments, prices, market size, batteries for auto models and carmakers, etc.);
20120114.gifSix Japanese and South Korean lithium battery enterprises (operation, technology, development planning, production & sales, etc.);
20120114.gifTen Chinese li-ion power battery enterprises (operation, technology, development planning, production & sales, etc.)

1 Overview of Li-ion Power Battery
1.1 Classification of New Energy Vehicles (NEVs)
1.2 Classification of Power Batteries
1.3 Li-ion Power Battery

2 Market Environments for Li-ion Power Battery Industry
2.1 Economic Environment
2.2 Policy Environment
2.2.1 Policies on NEV Industry
2.2.2 Policies on Battery Industry

3 Li-ion Power Battery Industry Chain
3.1 Overview
3.2 Key Materials
3.2.1 Cathode Materials
3.2.2 Anode Materials
3.2.3 Separator
3.2.4 Electrolyte
3.3 Cell
3.3.1 Cost
3.3.2 Capacity
3.3.3 Structure
3.4 PACK+BMS
3.4.1 PACK
3.4.2 BMS

4 Global New Energy Vehicle Market
4.1 Global Market
4.2 Chinese Market
4.2.1 Production
4.2.2 Sales

5 Global Li-ion Power Battery Industry
5.1 Global Li-ion Power Battery Market
5.1.1 Demand
5.1.2 Prices
5.1.3 Market Size
5.1.4 Enterprises
5.1.5 Supporting Relationship
5.2 Chinese Li-ion Power Battery Market
5.2.1 Demand
5.2.2 Prices
5.2.3 Supporting Relationship

6 Major Li-ion Power Battery Manufacturers in South Korea
6.1 LG Chem
6.1.1 Profile
6.1.2 Battery Technology
6.1.3 Business Development and Outlook
6.1.4 Customers
6.1.5 Presence in China
6.1.6 Capacity &Output
6.2 Samsung SDI
6.2.1 Profile
6.2.2 Battery Technology
6.2.3 Business Development and Outlook
6.2.4 Customers
6.2.5 Presence in China
6.2.6 Capacity &Output
6.3 SK Innovation (SKI)
6.3.1 Profile
6.3.2 Battery Technology
6.3.3 Business Development and Outlook
6.3.4 Presence in China
6.3.5 Capacity & Output

7 Major Li-ion Power Battery Manufacturers in Japan
7.1 Panasonic
7.1.1 Profile
7.1.2 Battery Technology
7.1.3 Business Development and Outlook
7.1.4 Presence in China
7.1.5 Customers
7.1.6 Capacity & Production
7.2 AESC
7.2.1 Profile
7.2.2 Battery Technology
7.2.3 Business Development and Outlook
7.2.4 Presence in China
7.2.5 Capacity &Output
7.3 LEJ
7.3.1 Profile
7.3.2 Battery Technology
7.3.3 Business Development and Outlook
7.3.4 Customers
7.3.5 Presence in China
7.3.6 Capacity &Output

8 Major Power Battery Manufacturers in China
8.1 BYD
8.1.1 Profile
8.1.2 Battery Technology
8.1.3 Applications
8.1.4 Products
8.1.5 Production, Sales, and Capacity
8.2 CATL
8.2.1 Profile
8.2.2 Battery Technology
8.2.3 Customers
8.2.4 Production, Sales, and Capacity
8.3 Tianjin Lishen
8.3.1 Profile
8.3.2 Battery Technology
8.3.3 Business Development and Outlook
8.3.4 Customers
8.3.5 Production, Sales, and Capacity
8.4 Pride Power
8.4.1 Profile
8.4.2 Battery Technology
8.4.3 Business Development and Outlook
8.4.4 Customers
8.4.5 Production, Sales, and Capacity
8.5 Wanxiang Group
8.5.1Profile
8.5.2 Battery Technology
8.5.3 Business Development and Outlook
8.5.4 Customers
8.5.5 Production, Sales, and Capacity
8.6 China Aviation Lithium Battery (CALB)
8.6.1 Profile
8.6.2 Battery Technology
8.6.3 R&D
8.6.4 Business Development and Outlook
8.6.5 Customers
8.6.6 Production, Sales, and Capacity
8.7 Guoxuan High-tech
8.7.1 Profile
8.7.2 Battery Technology
8.7.3 Business Development and Outlook
8.7.4 Customers
8.7.5 Production, Sales, and Capacity
8.8 OptimumNano
8.8.1 Profile
8.8.2 Battery Technology
8.8.3 Business Development and Outlook
8.8.4 Customers
8.8.5 Production, Sales, and Capacity
8.9 Coslight
8.9.1Profile
8.9.2 Battery Technology
8.9.3 Business Development and Outlook
8.9.4 Production, Sales, and Capacity
8.10 Microvast Power Systems
8.10.1Profile
8.10.2 Battery Technology
8.10.3 Business Development and Outlook
8.10.4 Production, Sales, and Capacity
Classification of New Energy Vehicles
Classification of Power Batteries
Operating Principle of Lithium Battery
Classification of Li-ion Power Batteries
Subsidy Standards for New Energy Passenger Vehicle in China, 2018
Comparison of Subsidy Standards for Electric Buses in China, 2018 (Central Finance)
Well-established EV Standard System in China
Newly-issued National Standards for Power Battery in 2015
GB/T 31467 Power Battery System Standard
Li-ion Power Battery Value Chain
Cost Structure of Li-ion Power Battery Module
Production Procedures of Li-ion Power Battery
Raw Material Cost Structure of Automotive Power Battery Cell in China, 2018
China’s Demand for Four Core Materials for Power Battery, 2015-2022E
Categories of Cathode Materials
Batteries Used in Electric Buses, 2016
Batteries Used in Electric Passenger Cars, 2016
Chart of Global Cathode Materials Output
Chart of China’s Cathode Materials Output
Cathode Materials Capacity (Global vs. China), 2010-2020E
Market Share of Global Cathode Materials Manufacturers, 2015
Capacity of Major Cathode Materials Manufacturers in China
Ranking of Major Cathode Materials Manufacturers in China, 2016H1
Price Trend of Battery-grade Lithium Carbonate, 2009-2016
Categories of Anode Materials
Shipments of Various Lithium Battery Anode Materials in China, 2014-2017
Percentages of China’s Shipments of Various Lithium Battery Anode Materials, 2014-2017
Market Share of Global Anode Materials Manufacturers, 2015
Market Shares of Chinese Anode Material Manufacturers, 2017
Client Distribution of Major Chinese Anode Material Manufacturers
Capacity Planning of Major Chinese Anode Material Manufacturers
Separator Consumption of Common Electronic Products and Car Lithium Battery
China’s Output of Wet-process Separators, 2015Q1-2018Q1
China’s Demand for Wet-Process Separators of Power Battery, 2016-2020E 
Foreign Demand for Wet-process Separators of Power Battery, 2016-2020E
Market Share of Separator Manufacturers in China, 2017
Output of Chinese Separator Manufacturers, 2017
Wet-process Separator Output and Capacity of Chinese Separator Manufacturers, 2017
Production Expansion Plans of Major Chinese Separator Manufacturers, 2017-2019
Categories of Electrolytes
Cost Structure of Lithium Battery Electrolyte
Electrolyte Output, Capacity and Capacity Utilization in China, 2014Q1-2018Q1
Market Share of Electrolyte Manufacturers in China, 2018H1
China Electrolyte Prices, 2014Q1-2018Q2
Lithium Hexafluorophosphate Capacity of Major Chinese Manufacturers, 2016-2018E
Cost Curve of Power Battery, 2015-2050
Cost Structure of Lithium Iron Phosphate Battery in China, 2017
Cost Structure of NCM Power Battery in China, 2017
Global Manufacturers of Mass-produced Batteries for EVs and Their Customers, 2018
Battery Structure of Global Mainstream EVs
Composition of Li-ion Power Battery PACK
Advantages and Disadvantages of PACK Enterprises
Market Share of Power Battery PACK Enterprises, 2014-2018H1
List of BMS and PACK-related Enterprises
Major Global Suppliers of EV BMS
Monthly Sales of NEVs (EV&PHEV) Worldwide, 2014-2018
Ranking of Global NEV Enterprises by Sales, Jan-Sept 2018
Sales of Electric Passenger Cars (EV&PHEV) Worldwide, 2014-2022E
Production and Sales of EVs in China, 2011-2018.1-9
Monthly Production of EVs (Special Vehicles & Commercial Vehicles) in China, 2016-2017
China’s Production of Electric Buses, 2016-2017
China’s Production of Battery Electric Trucks, 2015-2017
Market Share of Battery Electric Passenger Car Enterprises in China, 2018.1-9
Monthly Sales of Electric Passenger Cars in China, 2017-2018.1-9
Ranking of New Energy Passenger Car Sales in China by Auto Model, Jan-Sep 2018
Sales of New Energy Passenger Car (EV&PHEV) Enterprises in China, 2016-2018.1-9
Single-vehicle Battery Capacity of Electric Passenger Cars Worldwide, 2011-2020E
Global Sales Volume of New Energy Vehicles, 2012-2022E
Global Demand for Power Battery, 2012-2022E
Global Demand for Power Battery (by Regions), 2012-2030
Cost Structure of Li-ion Power Battery
Li-ion Power Battery Technology Roadmap
Cost Trend of Major Vehicle and Battery Enterprises
Global Lithium Power Battery Cost and Power Density Development Trend, 2008-2022E
Price Trend of Power Battery in the World, 2010-2030E
Sales of Global TOP10 EV Battery Manufacturers, 2016
Sales of Global TOP10 EV Battery Manufacturers, 2017
Market Share of Power Battery Manufacturers Worldwide, 2016-2017
Global Power Lithium Battery Industry Scale, 2014-2022E
Suppliers of Power Batteries for 78 Foreign Mainstream NEV (EV&PHEV) Models Worldwide, 2018
European and American Li-ion Power Battery Enterprises and Auto Models Supported
South Korean Li-ion Power Battery Enterprises and Auto Models Supported
Japanese Li-ion Power Battery Enterprises and Auto Models Supported
China’s Output of Power Battery for New Energy Vehicles, 2012-2022E
New Energy Vehicles (by Type) Demand for Power Battery in China, 2012-2020E
Market Share of TOP10 Manufactures of Power Batteries for New Energy Buses in China, 2017
Market Share of TOP10 Manufactures of Power Batteries for New Energy Buses in China, 2018H1
Installations of Power Batteries Made of Different Materials, Jan 2016 – Mar 2018
Shares for Installations of Battery Packs with Varied Energy Density in Electric Passenger Cars in China, Jan 2017-May 2018
Shipment of TOP10 Manufactures of Power Batteries, 2018.01-05
Li-ion Power Battery Cost in China, 2017
Power Battery Price in China, 2014Q1-2018Q1
Chinese Li-ion Power Battery Enterprises and OEMs Supported
Shareholding Structure of LG Chem, 2017
Business Performance of LG Chem, 2010-2018Q1-Q3
Revenue Breakdown of LG Chem by Segment, 2018Q3
Revenue Breakdown of LG Chem by Region, 2017
Types of LG Chem’s Batteries
LG Chem’s Research into Battery
Material Cost Structure of LG Chem PHEV Cell
LG Chem’s Roadmap for HEV LIB Technology
LG Chem’s Roadmap for PHEV LIB Technology
LG Chem’s Roadmap for EV LIB Technology
Design of LG Chem’s Power Battery
Lithium Business Development History and Outlook of LG Chem
LG Chem’s Total Solutions for Power Battery
Business Performance of LG Chem Power Inc (LGCPI), 2010-2016
Business Performance of HL GreenPower, 2010-2016
Battery Business Performance of LG Chem, 2015-2017
LG Chem’s Presence in Battery Market, 2020E
LG Chem’s Li-ion Power Battery Customers
Vehicle Models Equipped with LG Chem’s Power Battery
LG Chem’s Management Institutions in China
LG Chem’s Production & Sales Network in China
LG Chem’s Capacity of Power and Energy Storage Batteries, 2017-2020E
LG Chem’s Shipments of Power and Energy Storage Batteries, 2015-2017
Shareholding Structure of SDI, 2017
Business Performance of SDI, 2015-2017
SDI’s Roadmap for xEV LIB Technology
Technical Performance of SDI’s Li-ion Power Battery Cell
Battery Business Development Course of Samsung SDI
Business Sales of Samsung SDI’s Energy Solutions, 2015-2017
SDI’s Revenue Structure, 2017Q1-2018Q2
EVs Using SDI’s Li-ion Power Batteries
Operation of Samsung SDI’s Power Battery Factories, 2017
Samsung SDI’s Shipments of Automotive Power Battery, 2015-2017
Major Subsidiaries of SKI
Key Batteries and Applied Fields of Samsung SDI
EVs Using SKI’s Li-ion Power Batteries
Battery Business Development Course of SKI
Power Battery Product Portfolio of SKI
Shareholding Structure of SKI’s China-based JV BESK
Profile of SKI’s China-based JV BESK
Technical Parameters of BESK’s Li-ion Power Batteries
Power Battery Shipments of SKI, 2016-2017
Power Battery Capacity Planning of SKI, 2017-2020E
Presence of SKI’s Power Battery Factories
Business Performance of Panasonic, 2008-2015
R&D Expenditure of Panasonic, 2008-2015
Revenue Structure of Panasonic by Segment, 2012-2015
Operating Profit Structure of Panasonic by Segment, 2012-2015
Revenue Structure of Panasonic by Region, 2011-2015
Technical Parameters of Panasonic NCA 18650 Battery Cell for Tesla
Material Cost Structure of Panasonic PHEV Cell
Panasonic 18650 Cell VS 21700 Cell
Battery Module of Tesla Model 3
Battery Business Development Course of Panasonic
Panasonic’s Mid-term Planning for Automotive Power Battery Business
EVs Using Panasonic’s Li-ion Power Batteries
Global Sales of Tesla EVs, 2015Q3-2018Q3E
Power Battery Capacity Planning of Panasonic, 2015-2020E
Panasonic’s Shipments of Power and Energy Storage Batteries, 2014-2017
Organization Structure of AESC
1 Battery Materials and Performance
Material Cost Structure of AESC BEV Cell
Composition of AESC’s Li-ion Power Battery Module
Specification and Series-Parallel Connection of AESC’s High-capacity Power Batteries
Performance Parameters of AESC’s High-capacity Power Batteries
Specifications and Series-Parallel Connection of AESC’s High-power Power Batteries
Performance Parameters of AESC’s High-power Power Batteries
AESC Power Battery System Solutions
EVs Using AESC’s Li-ion Power Batteries
Shareholding Structure of LEJ, 2016
Specifications of LEJ’s Li-ion Power Batteries
EVs Using LEJ’s Li-ion Power Batteries
Business Performance of BYD, 2011-2018Q1-Q3
Revenue Structure of BYD by Business, 2014-2018H1
Gross Margin of BYD by Business, 2011-2018H1
Main Performance of BYD LiFePO4 Battery
Capacity, Weight, and Cost of BYD’s Power Batteries
Capacity and Weight of BYD’s Lithium Batteries for Forklifts
Capacity of BYD’s ESS Lithium Batteries
BYD Distributed Energy Storage System (DESS)
Capacity of BYD EPS Lithium Batteries
BYD’s Sales Volume of Battery Electric Passenger Cars, 2014 – (Jan.-Oct.) 2018
Parameters of BYD’s Major Battery Packs for NEVs
Ways of BYD’s Cooperation about Power Battery Business
Power Battery Capacity Planning of BYD
Equity Structure of CATL, by May 29, 2018
Prime Operation of CATL
Development History of CATL
CATL’s Revenue and Net Income, 2014-2018Q1-Q3
Revenue Structure of CATL by Business, 2015-2018H1
Parameters of CATL’s Batteries for Electric Passenger Cars
Parameters of CATL’s Batteries for Electric Passenger Cars
Parameters of CATL’s Batteries for Dedicated Electric Vehicle
Classification of CATL’s Patents
CATL’s Planning for Product Technology Roadmap
CATL’s Revenue from Top 5 Customers, 2014-2017 
Production and Sales of CATL, 2014-2017
Production Capacity and Capacity Utilization of CATL, 2014-2017
Selling Prices of CATL’s Main Batteries, 2014-2017
Shares Held by Major Shareholders of Tianjin Lishen, 2016
Business Performance of Tianjin Lishen, 2012-2017
Battery Matrix of Tianjin Lishen
Tianjin Lishen’s Planning for Battery Energy Density, 2017-2020E
Technology Roadmap for Tianjin Lishen 18650 Cell
Customers for Tianjin Lishen’s Power Batteries
Lithium Battery Capacity of Tianjin Lishen, 2017-2018
Shareholding Structure of Pride Power
Performance Parameters of Pride Power’s Power Battery Modules
Architecture of Pride Power R&D Center
Major Customers of Pride Power and Cooperation Fields
Shareholding Structure of CALB, 2018
Business Performance of CALB, 2012-2017
BEV BMS of CALB
Battery Certification of CALB
Global Sales Network of CALB
Major Customers of CALB
Business Performance of Guoxuan High-tech, 2009-2018Q1-Q3
Specifications of Guoxuan High-tech’s LiFePO4 Power Battery
Parameters of Auto Models Using Guoxuan High-tech’s Power Batteries
Technical Parameters of Guoxuan High-Tech’s Ternary Power Cell
Prices of Guoxuan High-tech’s Power Battery Modules, 2009-2017
Guoxuan High-tech’s Power Battery Shipments, 2014-2017
Guoxuan High-tech’s Capacity Planning, 2016-2020
Li-ion Battery Power Energy Storage Systems for EVs
Specifications of Coslight’s Ternary Power Cell
Specifications of Coslight’s LiFePO4 Power Cell
Global Presence of Microvast Power Systems

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1. EHB penetration rate exceeded 40% in 2024H1 and is expected to overshoot 50% within the yearIn 2024H1, the installations of electro-hydraulic brake (EHB) approached 4 million units, a year-on-year ...

Autonomous Driving Data Closed Loop Research Report, 2024

Data closed loop research: as intelligent driving evolves from data-driven to cognition-driven, what changes are needed for data loop? As software 2.0 and end-to-end technology are introduced into a...

Research Report on Intelligent Vehicle E/E Architectures (EEA) and Their Impact on Supply Chain in 2024

E/E Architecture (EEA) research: Advanced EEAs have become a cost-reducing tool and brought about deep reconstruction of the supply chain The central/quasi-central + zonal architecture has become a w...

Automotive Digital Power Supply and Chip Industry Report, 2024

Research on automotive digital power supply: looking at the digital evolution of automotive power supply from the power supply side, power distribution side, and power consumption side This report fo...

Automotive Software Business Models and Suppliers’ Layout Research Report, 2024

Software business model research: from "custom development" to "IP/platformization", software enters the cost reduction cycle According to the vehicle software system architecture, this report classi...

Passenger Car Intelligent Steering Industry Research Report, 2024

Intelligent Steering Research: Steer-by-wire is expected to land on independent brand models in 2025 The Passenger Car Intelligent Steering Industry Research Report, 2024 released by ResearchInChina ...

China Passenger Car Mobile Phone Wireless Charging Research Report, 2024

China Passenger Car Mobile Phone Wireless Charging Research Report, 2024 highlights the following:Passenger car wireless charging (principle, standards, and Qi2.0 protocol);Passenger car mobile phone ...

Automotive Smart Exteriors Research Report, 2024

Research on automotive smart exteriors: in the trend towards electrification and intelligence, which exteriors will be replaced by intelligence The Automotive Smart Exteriors Research Report, 2024 r...

Automotive Fragrance and Air Conditioning System Research Report, 2024

Research on automotive fragrance/air purification: With surging installations, automotive olfactory interaction is being linked with more scenarios. As users require higher quality of personalized, i...

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