EV 셀 제조업체 : EV 배터리 셀 제조 기업 13개사의 전략과 실행 평가 - Guidehouse Insights Leaderboard Report

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