<2024> Global LIB Battery 라인 신설 및 증설 전망 (-2035)

The global electric vehicle market has been growing rapidly since the launch of Tesla Model 3 in 2017 and has been considered a key industry for carbon neutrality. Accordingly, various industries related to electric vehicles, such as batteries, materials, and their components, have also continued to grow along with the electric vehicle market. The three domestic battery companies are building large-scale production bases in North America and Europe and are striving to dominate the global market.

However, despite the increase in secondary battery supply due to China's aggressive expansion of production capacity in 2021, the end of China's electric vehicle subsidies in 2023 and the electric vehicle chasm have led to a failure in forecasting demand, and the electric vehicle super cycle has reached a stagnation stage. The electric vehicle market growth, which has slowed down faster than expected, is making aggressive investments by battery companies (including three domestic companies) and material companies meaningless.

Such unstable market trends make it difficult to predict growth. In order to respond to the rapidly changing market and reduce risks of companies, it would be helpful to understand manufacturers' expansion plans and comprehensively analyze them along with market demand.

This report provides a summary of the current status and production capacity of global secondary battery manufacturers. It also summarizes the battery internalization trends of major automakers and policies for expanding secondary battery industry capacity by region.

We hope this report will be helpful to those in the secondary battery industry.

Strong points of this report:

• (1) Analysis of the expansion status and outlook of global LIB manufacturers
  • You can find detailed information on the production bases of LIB manufacturers in Korea, China, Japan, North America, and Europe, as well as the current status of each manufacturer.
• (2) Analysis of mid-to-long term supply & demand outlook
  • Based on production capacity and plans, you can identify LIB supply up to 2035 and predict supply and demand outlook. (Supply and demand data is available in detail by cathode material type, region, and form factor.)
• (3) Battery internalization trends of car OEMs and regional policies
  • You can understand the battery internalization trends of car OEMs and policies of the electric vehicle and battery production in China, North America, and Europe.

Table of Contents

1. Global Automobile & Electric Vehicle Market Trends

• 1.1. Global Automobile Market Outlook
• 1.2. Sales Size of Global Passenger Car Market
• 1.3. Sales Size of Automobile by Region
• 1.4. Sales Proportion of Automobile by Region
• 1.5. Global Electrification Outlook
• 1.6. Electrification Outlook by Region
  • 1.6.1. USA
  • 1.6.2. Europe
  • 1.6.3. China
  • 1.6.4. Japan
  • 1.6.5. Korea

2. Outlook for Expansion of LIB Production Lines by Manufacturers

• 2.1. LIB Line Expansion Outlook of Korean Manufacturers
  • 2.1.1. LIB Market Status in Korea
  • 2.1.2. Expansion Outlook by Region
  • 2.1.3. Expansion Outlook by Form Factor
  • 2.1.4. Expansion Outlook by Cathode Material
  • 2.1.5. Production Capacity for IT (small-sized battery)
  • 2.1.6. Production Capacity for EV/ESS
  • 2.1.7. Line Expansion Outlook by Korean Manufacturers
    • 2.1.7.1. LGES
    • 2.1.7.2. SDI
    • 2.1.7.3. SK On
• 2.2. LIB Line Expansion Outlook of Chinese Manufacturers
  • 2.2.1. LIB Market Status in China
  • 2.2.2. Expansion Outlook by Region
  • 2.2.3. Global Market Entry Trends
  • 2.2.4. Regional Production Capacity in China
  • 2.2.5. Expansion Outlook by Form Factor
  • 2.2.6. Production Capacity of Chinese Manufacturers
  • 2.2.7. Line Expansion Outlook by Chinese Manufacturers
    • 2.2.7.1. CATL
    • 2.2.7.2. BYD
    • 2.2.7.3. Gotion
    • 2.2.7.4. Lishen
    • 2.2.7.5. Farasis
    • 2.2.7.6. Great Power
    • 2.2.7.7. DFD New Energy
    • 2.2.7.8. Ganfeng Li Energy
    • 2.2.7.9. EVE Energy
    • 2.2.7.10. SVOLT
    • 2.2.7.11. CALB
    • 2.2.7.12. BAK
    • 2.2.7.13. REPT
    • 2.2.7.14. Sunwoda
    • 2.2.7.15. JEVE
    • 2.2.7.16. Envision AESC
    • 2.2.7.17. Zenergy
    • 2.2.7.18. EIKTO
    • 2.2.7.19. Phylion
    • 2.2.7.20. Narada
    • 2.2.7.21. MGL
    • 2.2.7.22. Gree Titanium
    • 2.2.7.23. Tesson New Energy
    • 2.2.7.24. SZZNP
    • 2.2.7.25. Wanxiang 123
    • 2.2.7.26. Tianneng
    • 2.2.7.27. ATL
    • 2.2.7.28. Soundon
    • 2.2.7.29. evps Ningbo
    • 2.2.7.30. Star Energy
    • 2.2.7.31. Coslight
    • 2.2.7.32. Camel
    • 2.2.7.33. Far East Battery
• 2.3. LIB Line Expansion Outlook of Japanese Manufacturers
  • 2.3.1. LIB Market Status in Japan
  • 2.3.2. Expansion Outlook by Region
  • 2.3.3. Expansion Outlook by Form Factor
  • 2.3.4. Production Capacity for IT (small-sized battery)
  • 2.3.5. Production Capacity for EV/ESS
  • 2.3.6. Line Expansion Outlook by Japanese Manufacturers
    • 2.3.6.1. Panasonic
    • 2.3.6.2. PPES
    • 2.3.6.3. Murata
    • 2.3.6.4. PEVE
    • 2.3.6.5. LEJ
    • 2.3.6.6. BEC
    • 2.3.6.7. VEJ
    • 2.3.6.8. Others
• 2.4. LIB Line Expansion Outlook of N/American Manufacturers
  • 2.4.1. LIB Market Status in N/America
  • 2.4.2. Expansion Outlook by Region
  • 2.4.3. Expansion Outlook by Region (incl. companies outside US)
  • 2.4.4. Trends in the proportion of countries entering the N/American market
  • 2.4.5. Expansion Outlook by Form Factor
  • 2.4.6. Production Capacity of N/American Manufacturers
  • 2.4.7. Line Expansion Outlook by N/American Manufacturers
    • 2.4.7.1. Tesla
    • 2.4.7.2. Microvast
    • 2.4.7.3. Statevolt
    • 2.4.7.4. Others
• 2.5. LIB Line Expansion Outlook of European Manufacturers
  • 2.5.1. LIB Market Status in Europe
  • 2.5.2. Expansion Outlook by Country of European Companies
  • 2.5.3. Expansion Outlook by Region
  • 2.5.4. Expansion Outlook by Region (incl. companies outside Europe)
  • 2.5.5. Expansion Outlook by Form Factor
  • 2.5.6. Production Capacity of European Manufacturers
  • 2.5.7. Line Expansion Outlook by European Manufacturers
    • 2.5.7.1. Northvolt
    • 2.5.7.2. Leclanche
    • 2.5.7.3. ACC
    • 2.5.7.4. PowerCo
    • 2.5.7.5. BMZ (Terra E)
    • 2.5.7.6. Blue Solutions (Bollore)
    • 2.5.7.7. InoBat
    • 2.5.7.8. Itavolt
    • 2.5.7.9. West Midlands Gigafactory
    • 2.5.7.10. Verkor
    • 2.5.7.11. MORROW
    • 2.5.7.12. Renera Rosatom
    • 2.5.7.13. Cellforce
    • 2.5.7.14. Basquevolt
    • 2.5.7.15. Freyr
    • 2.5.7.16. Others

3. LIB Mid/Long-Term Supply & Demand Outlook (~'35)

• 3.1. LIB Demand Outlook
  • 3.1.1. xEV+ESS+IT
  • 3.1.2. Mid/Large xEV+ESS
  • 3.1.3. Mid/Large xEV+ESS (by Region)
• 3.2. LIB Supply Outlook
  • 3.2.1. xEV+ESS+IT (Design Capa)
  • 3.2.2. xEV+ESS+IT (OEE 70%)
  • 3.2.3. xEV+ESS+IT
  • 3.2.4. Mid/Large xEV+ESS
  • 3.2.5. IT
  • 3.2.6. Mid/Large xEV+ESS (by Region, OEE 70%)
  • 3.2.7. Mid/Large xEV+ESS (by Form Factor, OEE 70%)
• 3.3. LIB Supply & Demand Outlook
  • 3.3.1. Mid/Large xEV+ESS (Global, OEE 70%)
  • 3.3.2. Mid/Large xEV+ESS (N/America, OEE 70%)
  • 3.3.3. Mid/Large xEV+ESS (Europe, OEE 70%)
  • 3.3.4. Mid/Large xEV+ESS (China, OEE 70%)

4. Trends in Battery Internalization of Car OEMs

• 4.1. Volkswagen
• 4.2. Daimler
• 4.3. BMW
• 4.4. Tesla
• 4.5. Stellantis
• 4.6. Hyundai Motor Company
• 4.7. TOYOTA

5. EV/Battery Production Policy Trends by Region

• 5.1. China
  • 5.1.1. Announcement of LIB Industry Standard Conditions in 2024 (Draft)
• 5.2. Promotion Status of Expanding the Adoption of EV
• 5.3. N/America
  • 5.3.1. Inflation Reduction Act (IRA)
  • 5.3.2. Biden's Electric Vehicle Policy
• 5.4. Europe
  • 5.4.1. EU Battery Regulation
  • 5.4.2. Critical Raw Materials Act (CRMA)
  • 5.4.3. EU's 'Fit for 55'