TMC is an independent, primarily volunteer organization that relies on ad revenue to cover its operating costs. Please consider whitelisting TMC on your ad blocker or making a Paypal contribution here: paypal.me/SupportTMC

Battery Makers - September 2014 YTD Market Share

Discussion in 'TSLA Investor Discussions' started by RobStark, Nov 1, 2014.

  1. RobStark

    RobStark Active Member

    Joined:
    Jul 2, 2013
    Messages:
    2,926
    Location:
    Los Angeles
    Battery Maker2014 MegawattsMarket Share 2014 %
    Panasonic173135
    AESC (Nissan JV)114923
    LG Chem73915
    Mitsubishi/GS Yuasa3357
    BYD2746
    Samsung2154
    Air Lithium1433
    ACCUmotive711
    Tianneng551
    EV Sales
     
  2. Robert.Boston

    Robert.Boston Model S VIN P01536

    Joined:
    Oct 7, 2011
    Messages:
    7,842
    Location:
    Portland, Maine, USA
    Interesting link, too; thanks, Rob. To be clear, I'm reading this as "share of EV batteries" not "share of all batteries".
     
  3. RobStark

    RobStark Active Member

    Joined:
    Jul 2, 2013
    Messages:
    2,926
    Location:
    Los Angeles
    Batteries for BEVs PHEVs and HEVs.

    Obviously does not include lead acid 12v batteries for ICEv.
     
  4. EarlyAdopter

    EarlyAdopter Active Member

    Joined:
    Jun 24, 2012
    Messages:
    2,499
    Location:
    Redmond, WA
    ... and BEVs, too.

    Whenever I hear the "but what about all the heavy metals and toxic materials in those EV batteries?" canard I'm quick to point out the only such things are in the 12v lead-acid batteries in _all_ of our cars.

    Amazing how many people hear "battery" electric vehicle and assume that means vastly more lead and sulfuric acid.
     
  5. renim

    renim Member

    Joined:
    Apr 6, 2013
    Messages:
    449
    Location:
    Oz
    its only BEVs and PHEVs (otherwise Panasonic would be much larger)

    note, that Tesla's growth is only par for the sector, ie the xEV sector sector is growing at the same pace as Tesla.

    also note growth from GS Yuasa and BYD, both represent vehicles not on USA investors radar.

    also both Pansonic (Tesla) and AESC (Nissan) are at Gigascale.
     
  6. RobStark

    RobStark Active Member

    Joined:
    Jul 2, 2013
    Messages:
    2,926
    Location:
    Los Angeles
    It includes BEV PHEV and HEV.

    HEV have much smaller capacity.

    The Prius C has less than 1 kWh of capacity.
     
  7. Robert.Boston

    Robert.Boston Model S VIN P01536

    Joined:
    Oct 7, 2011
    Messages:
    7,842
    Location:
    Portland, Maine, USA
    Moderator's Note

    A post introducing us to SolidEnergy batteries was moved to the Technical / Battery Discussion part of TMC: SolidEnergy SPIL LiOn batteries
     
  8. ItsNotAboutTheMoney

    ItsNotAboutTheMoney Active Member

    Joined:
    Jul 12, 2012
    Messages:
    4,502
    Location:
    Maine
    Yes, but other Toyota/Lexus hybrids have 1.7kWh NiMH batteries and just US sales of those other NiMH hybrids from September accounts for 27.6MWh of battery capacity.
    In Japan Toyota sold 132k cars a significant percentage of which would be hybrids, although a higher proportion of Prius aqua (c) and they also have the Prius alpha which uses a lithium battery.
    In Europe, sales numbers of smaller but there they also have the Auris hybrid (liftback battery) and Yaris hybrid (c size battery)

    Given Toyota has been selling over 1M hybrids per year, I'd be interested in knowing just how much they manufactured last month at their 99%-owned NiMH plant.
     
  9. chickensevil

    chickensevil Active Member

    Joined:
    Jan 2, 2014
    Messages:
    4,134
    Location:
    Virginia, United States
    Why is this such a popular vehicle? It has 43mi of range... I don't get why anyone would want this even in busy cities in china? Is it the price point?
     
  10. ItsNotAboutTheMoney

    ItsNotAboutTheMoney Active Member

    Joined:
    Jul 12, 2012
    Messages:
    4,502
    Location:
    Maine
    Qin is a plug-in hybrid, it's relatively cheap and it'll still qualify for all the Chinese subsidies.
     
  11. RobStark

    RobStark Active Member

    Joined:
    Jul 2, 2013
    Messages:
    2,926
    Location:
    Los Angeles
    Sales of hybrids are down this year. Unlike BEVs they correlate with the movement in gasoline prices. Example Prius sales down 17% this year in the US through Sept.

    The chart above are for sales through Sep. not for the full year.
     
  12. chickensevil

    chickensevil Active Member

    Joined:
    Jan 2, 2014
    Messages:
    4,134
    Location:
    Virginia, United States
    Oh, when I looked it up, I guess I missed the ICE piece to it. So it is like a Volt then... it actually sorta LOOKS like a volt too... hrmmm good ole' Chinese ripping off foreign IP yet again...
     
  13. ItsNotAboutTheMoney

    ItsNotAboutTheMoney Active Member

    Joined:
    Jul 12, 2012
    Messages:
    4,502
    Location:
    Maine
    I understand that, but last year Toyota sold 1.29M hybrids worldwide during the year. If the US fall was matched globally you'd still have have 800k hybrid sales through September. Some are lithium-based PiP and Prius alpha/+, but the clear majority of sales are NiMH. If you said 50/50 split, c/liftback size that'd give you 1.3kWh/car. 800k x 1.3kWh = 1040MWh. Toyota owns at least 80% of Primearth, their former joint venture with Panasonic, because Panasonic sold almost over 2/3 of their share when they bought Sanyo. My understanding was that they made the NiMH cells, so that would still make them a large producer of battery capacity, although they'll quickly be dwarfed as plug-ins increase.
     

Share This Page