2023年上半年（至2035年）全球汽车整车厂电池供需展望

"合作与合併" 描述了快速变化的汽车市场的现状，原始设备製造商透过与竞争对手合作来寻求生存之道。

电动车供应链的联盟和合併正在加速。与LG Energy Solution保持密切关係的美国GM与Samsung SDI成立了新的合资公司。Stellantis 几乎同时接触了 LG Energy Solution 和Samsung SDI。Hyundai Motor Group一直在中国境外的电动车上安装 LG Energy Solution 和 SK On 的锂离子电池，最终开始采用的电池。

该报告考察了全球电动车市场，并预测到 2035 年哪些锂离子电池製造商的产品将被全球主要 OEM 厂商采用，以及相应的锂离子电池製造商的市场份额。我们也预测了每种电池类型和磷酸锂铁电池的比例。

目录

第一章 全球汽车市场展望

第二章 全球电动车市场展望

• 全球EV（LV+商用车）市场及占比展望
• 电动车市场和份额前景：按地区划分
  • 北美/欧洲/中国/其他
• 电动车市场前景：按地区划分
• 电动车市场份额展望：按地区划分
• 电气化率展望：按地区划分
• 电动车前景：依车型划分

第三章 全球主要整车厂电动车市场展望

• 全球主要原始设备製造商的电动车前景
• 全球主要整车厂电动化率
• 全球电动车市场主要整车厂M/S

第四章 全球电动车电池市场展望

• 全球电动车电池市场展望（基于汽车销售）
• 全球电动车电池市场展望（基于电池采购情况）
• 电动车电池市场前景：按地区划分
  • 北美/欧洲/中国/其他
• 电动汽车电池市场份额：按地区划分

第五章 全球整车厂电动车销售及电池供需展望

• TESLA
  • (1) 电动车与电池策略
  • (2) EV 投放状况及计划
  • （3）电动车销量与电动化前景
  • (4) 电动车销量预测
  • （5）区域电动汽车销售预测
  • (6) 预测电池需求（基于汽车销售/电池采购量）
  • (7) 电池自产及合资计划
  • （八）电池厂商中长期合作展望
  • (9)中长期电池使用预测：依类型
  • (10)中长期电池用量预测：依化学成分
  • (11) 区域展望（北美/欧洲/中国/其他）
    • 电动车销量与电池需求展望
    • 电池製造商之间的合作展望
    • 电池使用预测：按类型
    • 预测电池使用：透过化学
• VW
• Toyota
• HKMC
• Renault - Nissan
• Stellenatis
• GM
• Ford
• Honda
• Geely
• BMW
• Daimler
• BYD

'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.

Table of Contents

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

^*For major OEMs, data/information are provided under the same substitles to those of TESLA.