发帖
雷达卡
Table of Contents
1. Executive Summary…………………………………………………………………………..…7
1.1 Lithium-Ion Batteries Will Reshape Automotive Supply Chains
1.2 The Future of Battery Supply Will Be Diversified
2. Market Definitions……………………………………………………………..….….11
2.1 Defining the Automotive Battery Supply Chain
2.2 Note on Units
2.3 Lithium-Ion Battery Types
Table 2.1 Lithium-Ion Battery Types
3.The Race to Build The Battery Supply Chain……………………………...13
3.1 Battle of the Value Chain
3.2 Electric Vehicle Demand Forecast
Figure 3.1 Global Passenger New Vehicle Powertrain Forecast by Type 2021-2040
Figure 3.2 Global New Vehicle Powertrain Forecast Marketshare by Type 2020
Figure 3.3 Global New Vehicle Powertrain Forecast Marketshare by Type 2030
Figure 3.4 Global New Vehicle Powertrain Forecast Marketshare By Type 2040
Figure 3.5 Global Lithium Battery Demand & Capacity Forecast by Sector 2020-2030
Figure 3.6 Battery Supply Chain Schematic Diagram
3.3 Localisation of the Battery Supply Chain
Table 3.1 EU Roadmap For Rules Of Origin For European Lithium Battery Production
3.4 Diversifying the Supply Base
3.5 Vertical Integration in the Battery Supply Chain
Table 3.2 Vertical Integration and Level of Control in EV Batteries Compared by OEM
3.6 Ethical Supply Chains
3.7 Changing Strategies for Battery Pack Integration
3.8 Potential Disruptors to Battery Capacity Demand
3.9 Battery Supply Chain Is A Competitive Advantage
4. Battery Raw Materials and Minerals………………………………………...29
4.1 Lithium Suppliers
Table 4.1 Leading Global Lithium Suppliers
4.2 Cobalt Suppliers
Table 4.2 Leading Cobalt Suppliers
4.3 Nickel Suppliers
Table 4.3 Leading Nickel Suppliers
44.4 Manganese Suppliers
Table 4.4 Leading Manganese Suppliers
5. Battery Component Suppliers……………………………………………………30
5.1 Cathodes Materials
Table 5.1 Leading Cathode Materials Manufacturers
5.2 Anode Materials
Table 5.2 Leading Anode Materials Manufacturers
5.3 Electrolytes
Table 5.3 Leading Electrolyte Manufacturers
5.4 Separators
Table 5.4 Leading Separators Manufacturers
6. Battery Cell Market and Production………………………………………….32
6.1 Largest Global Battery Cell Companies
Table 6.1 Top 20 Lithium Battery Cell Manufacturers 2020
Figure 6.1 Top 20 Lithium Battery Cell Manufacturers Production Capacity Share 2020
6.2 Battery Cell Manufacturing Plants
Table 6.2 Lithium Battery Plants and Production Capacity Forecast by Region 2020 vs 2030
Figure 6.2 Lithium Battery Production Capacity by Region 2020 vs. 2030 (GWh)
Table 6.3 Europe Lithium Battery Plants Current and Announced
Table 6.4 North America Lithium Battery Plants Current and Announced
Table 6.5 Asia Pacific Lithium Battery Plants Current and Announced
7. Companies Providing Battery Management Systems (BMS),
Thermal Management Systems (TMS) and Battery Pack Cases…….49
Table 7.1 Leading Battery Management Systems (BMS) Companies
Table 7.2 Thermal Management Systems (TMS) Companies
Table 7.3 Battery Pack Cases Companies
8. Disruptive Battery Cell Technologies………………………………………..51
Table 8.1 Companies Developing Potentially Disruptive Battery Cell Technologies
9. Battery Pack Assembly Plants…………………………………………………..53
Table 9.1 Battery Pack Assembly Plants
10. Automotive OEM Hybrid & Electric Vehicle Assembly Plants…59
京公网安备 11010802022788号
