电动车电池製造商：13 家电动车电池製造商的策略和执行评估 - Guidehouse Insights Leaderboard Report

过去十年，电动车市场一直是个热门话题，这是有充分理由的。随着全球气候变迁的现实变得更加清晰 - 平均气温上升，天气事件变得更加严重 - 脱碳已经从大多数政府的目标变成了一项要求。由于交通运输业是最容易实现脱碳的行业之一，这项举措将引发对电动车开发和部署的大量投资。

随着人们对电动车的兴趣日益成长，人们对电动车关键零件电池的关注也日益增加。电池是电动车中成本最大的单一零件，也是最难製造的零件之一。目前主要使用锂离子（Li-ion）电池，但各种锂离子化学材料开拓自己的市场。

近年来，电池製造商已成为汽车领域的主要推动者，因此，生产什么类型的电池以及将其应用于哪种汽车将决定在整个电动汽车行业中的地位。儘管少数公司主宰了几乎整个市场，但他们的地位并不意味着他们是该领域的佼佼者。此外，电动车电池产业发展非常迅速，并且有大量投资进行，因此新公司很快就能实现巨大的飞跃。

本报告对电动车电池製造商进行了全面调查，包括市场概况、最新趋势、新兴公司和技术以及参与者排名。

目录

第1章 执行摘要

第2章 市场概要

• 市场定义
• 市场促进要因
• 市场抑制要因
• 市场动向
• 新创公司与技术

第3章 Guidehouse Insights 排行榜

• Guidehouse Insights 排行榜类别
  • 领导者
  • 竞争对手
  • 挑战者
  • 追踪者
• Guidehouse Insights 排行榜网格

第4章 企业排名

• 领导者
  • Panasonic
  • CATL
  • LG
  • Samsung
  • BYD
• 竞争对手
  • SK
  • Envision AESC
  • Tesla
  • Gotion
• 挑战者
  • Northvolt
  • Our Next Energy
  • Sunwoda
• 追踪者
  • C4V

第5章 首字母缩写与缩写列表

第6章 目次

第7章 图表

第8章 研究范围与方法

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