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BEV Battery Makers Market Share YTD June 2016

Discussion in 'TSLA Investor Discussions' started by RobStark, Jul 30, 2016.

  1. RobStark

    RobStark Active Member

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    Pl Batt Makers MWh %'16 % '15
    1 Panasonic 3.088 (1.931) 4.552 36 38
    2 BYD 1.540 (461) 1.652 18 14
    3 AESC 930 (705) 1.272 11 11
    4 LG Chem 623 (569) 1.432 7 12
    5 BPP - 460 (139) 397 5 3
    6 Samsung 343 (294) 504 4 4
    7 Wanxiang 304 (157) 268 4 2
    8 SK Group 241 (N/A) N/A 3 N/A
    9 Mitsubishi 236 (241) 600 3 5
    10 Air Lithium 164 (N/A) 283 2 2

    ...........TOTAL 8.492 12.289


    Gee, I wonder if Panasonic will increase market share next year ? ;)


    EV Sales: Batteries June 2016


    Sorry about the formatting. Better table and some analysis in link.
     
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  2. renim

    renim Member

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    considering the battery size difference between BYD, Tesla and Nissan, the above pretty much shows how much BYD is dominating over both Tesla and Nissan in as far as deliveries of plugin in vehicles is concerned.
     
  3. techmaven

    techmaven Active Member

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    Again, BYD sells LiFePO4 batteries... really not interesting in developed nations.
     
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  4. RobStark

    RobStark Active Member

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    BYD is dominating in SUV PHEVs that don't get plugged in very much but get access to Chinese licence plates much easier/sooner than an ICEv. Excluding 19.134 BYD SUV PHEVs, Tesla sells more BEVs than BYD by a margin of 5.313 despite being much more expensive.

    Manufacture June YTD Sales

    1 BYD 10.129 43.244
    2 Tesla 7.567 29.403
    3 Nissan 4.468 28.884

    EV Sales: World Top 20 June 2016 (Special Edition)
     
    • Informative x 1
  5. neroden

    neroden Happy Model S Owner

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    BYD will do fine, I suspect. There's room for more than one major automaker in the future. The interesting thing is how quickly the list drops off; it looks like there may be fewer than 5 major automakers.
     

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