2023年上半年（至2035年）全球汽車整車廠電池供需展望

2023.1H Global Car OEM Battery Supply and Demand Outlook (~2035)

出版日期: 2023年04月17日 | 出版商:

SNE Research | 英文 400 Pages | 商品交期: 請詢問到貨日

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簡介目錄

"合作與合併" 描述了快速變化的汽車市場的現狀，原始設備製造商透過與競爭對手合作來尋求生存之道。

電動車供應鏈的聯盟和合併正在加速。與LG Energy Solution保持密切關係的美國GM與Samsung SDI成立了新的合資公司。Stellantis 幾乎同時接觸了 LG Energy Solution 和Samsung SDI。Hyundai Motor Group一直在中國境外的電動車上安裝 LG Energy Solution 和 SK On 的鋰離子電池，最終開始採用的電池。

該報告考察了全球電動車市場，並預測到 2035 年哪些鋰離子電池製造商的產品將被全球主要 OEM 廠商採用，以及相應的鋰離子電池製造商的市場份額。我們也預測了每種電池類型和磷酸鋰鐵電池的比例。

TESLA
- (1) 電動車與電池策略
- (2) EV 投放狀況及計劃
- （3）電動車銷量與電動化前景
- (4) 電動車銷量預測
- （5）區域電動汽車銷售預測
- (6) 預測電池需求（基於汽車銷售/電池採購量）
- (7) 電池自產及合資計劃
- （八）電池廠商中長期合作展望
- (9)中長期電池使用預測：依類型
- (10)中長期電池用量預測：依化學成分
- (11) 區域展望（北美/歐洲/中國/其他）
  - 電動車銷量與電池需求展望
  - 電池製造商之間的合作展望
  - 電池使用預測：按類型
  - 預測電池使用：透過化學
VW
Toyota
HKMC
Renault - Nissan
Stellenatis
GM
Ford
Honda
Geely
BMW
Daimler
BYD

簡介目錄

Product Code: 198

'Alliance and merge' is an expression to describe the current situation in rapidly-changing car market where OEMs have been trying to look for a way to survive by cooperating with their competitors.

In the supply chain of electric vehicles, alliance and merge has been accelerated. GM from the US, which has kept a close relationship with LG Energy Solution, newly established a joint venture with Samsung SDI. Stellantis reached out to both LG Energy Solution and Samsung SDI almost at a time. Hyundai Motor Group, which installed LIBs from LG Energy Solution and SK On to electric vehicles in regions other than China, started to adopt CATL battery eventually.

Given these circumstances, can we estimate how much LIBs those OEM groups install to their EVs? What is the ratio of prismatic or pouch type cells? In the mid to long-term, battery from which makers would be leading the market? These are some of questions we often received from our clients.

SNE Research has been studying the entire supply chain for global electric vehicles from battery to its materials. Based on the research outcome and global OEMs' EV technology development strategies, we have come up with answers to above questions. This report provides an outlook till 2035 for which LIB maker's product would be used by major global OEMs and LIB makers' market shares accordingly. We also forecast the ratio of each batter type (cylindrical, pouch, prismatic) and that of LFP battery. Based on this future estimation, we believe this report will help our customers make a more detailed projection on LIB market demand.

1. Global Car Market Outlook

2. Global EV Market Outlook

2.1. Global EV(LV+Commercial) Market and Proportion Outlook
2.2. EV Market and Proportion Outlook by Region
- N. America / Europe / China / Others
2.3. EV Market Outlook by Region
2.4. EV Market Share Outlook by Region
2.5. Electrification Percentage Outlook by Region
2.6. EV Outlook by Car Type

3. Global Major OEM EV Market Outlook

3.1. Global Major OEM EV Outlook
3.2. Global Major OEM Electrification Percentage
3.3. Global Major OEM M/S in EV Market

4. Global EV Battery Market Outlook

4.1. Global EV Battery Market Outlook (Based on Car Sales)
4.2. Global EV Battery Market Outlook (Based on Battery Purchase)
4.3. EV Battery Market Outlook by Region
- N. America / Europe / China / Others
4.4. EV Battery Market Share by Region

5. Global OEM EV Sale and Battery Supply/Demand Outlook

5.1. TESLA
- 1) EV and Battery Strategy
- 2) EV Launch Status and Plan
- 3) EV Sale and Electrification Outlook
- 4) EV Sale Forecast
- 5) Regional EV Sale Forecast
- 6) Battery Demand Forecast (Based on Car Sale / Battery Purchase)
- 7) In-house Battery Production and J/V Plan
- 8) Mid/Long-term Battery Maker Cooperation Forecast
- 9) Mid/Long-term Battery Usage Forecast by Type
- 10) Mid/Long-term Battery Usage Forecast by Chemical
- 11) Regional Outlook (N. America/Europe/China/Others)
  - EV Sale and Battery Demand Outlook
  - Battery Maker Cooperation Forecast
  - Battery Usage Forecast by Type
  - Battery Usage Forecast by Chemical
5.2. VW
5.3. Toyota
5.4. HKMC
5.5. Renault - Nissan
5.6. Stellenatis
5.7. GM
5.8. Ford
5.9. Honda
5.10. Geely
5.11. BMW
5.12. Daimler
5.13. BYD