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In 2021, the overall global shipment of lithium-ion batteries will be 562.4GWh, a significant increase of 91.0% year-on-year. In terms of structure, the global vehicle power battery (EV LIB) shipment was 371.0GWh, a year-on-year increase of 134.7%. Shipments of energy storage batteries (ESS LIB) including home energy storage reached 66.3GWh, a year-on-year increase of 132.6%. The shipment of small batteries (SMALL LIB) was 125.1GWh, a year-on-year increase of 16.1%. Among them, the Top 10 lithium battery companies have performed well.
Since 2014, China has been the world's largest producer and manufacturer of lithium-ion batteries. In 2014, China's overall lithium-ion battery shipments accounted for 42.1% of the world's total, and this figure will reach 59.4% in 2021. From the perspective of different categories, in addition to the decline in global shipments of automotive power batteries (EV LIBs) since 2019, energy storage batteries (ESS LIBs) and small batteries (SMALL LIBs) accounted for global shipments continue to improve. This article will help you learn more about the top 10 lithium battery companies that can be useful for you in the future.
CATL
Established time: December 16, 2011
Company location: Ningde City, Fujian Province, China
Company profile:
CATL is the world's leading new energy innovation technology company, focusing on the research and development, production and sales of new energy vehicle power battery systems and energy storage systems, and is committed to providing first-class solutions and services for new energy applications. Its core technologies include R&D and manufacturing capabilities of the entire industry chain in the fields of power and energy storage batteries, materials, cells, battery systems, battery recycling and secondary utilization.
The biggest feature of the CATL is the ternary lithium battery with higher battery life. CATL has always attached great importance to R&D investment and capacity building. It has 7,878 R&D personnel. In 2021, CATL's R&D expenses will be nearly 7.691 billion RMB. In the first half of the year alone, R&D investment will be 2.8 billion RMB. Its status as a giant in the lithium battery industry.
Main products:
Power batteries, lithium battery materials (using waste batteries as raw materials, the main product is ternary precursors), energy storage systems (the main application area is the "pre-meter market", including the power generation side and the transmission and distribution side).
Recent layout:
According to statistics, from January to April 2022, the global installed capacity of power batteries will reach 122.9GWh, a year-on-year increase of 52.3%. Among them, the Chinese power battery manufacturer CATL has an installed capacity of 30.59Gwh, ranking first in the world in installed capacity for five consecutive years.
From the perspective of supply relations, CATL mainly cooperates with leading enterprises in various fields or cultivates its own quasi-foundry methods in terms of cooperation. In terms of supporting customers, it has established stable cooperative relations with China's BAIC, Yutong, SAIC and other car companies, and fully bound Chinese car companies through joint ventures. It has successively become the supplier of world-class car companies such as global auto giants Volkswagen, Daimler, Jaguar Land Rover, PSA Volvo and Toyota.
Total market value: 1085.384 billion RMB
Company website: https://www.catl.com/
Panasonic
Established time: 1918
Headquarter address: Osaka, Japan
Company profile:
Panasonic is a Japanese multinational company and a leading global manufacturer of electronic products, mainly engaged in providing advanced electronic technology and system solutions for consumers in the residential space, non-residential space, mobile field and personal field.
Main products: Cylindrical lithium-ion batteries, automotive power batteries
Recent layout:
A few days ago, Panasonic officially revealed that it has begun to deliver samples of the new 4680 cylindrical lithium battery cells to Tesla, and has begun preparations for mass production. Panasonic has started small-scale trial production of 4680 battery cells in May this year, and will enter mass production operations on April 1, 2023, when it will be able to supply Tesla's expected annual capacity of 10GWh.
Panasonic said recently that it plans to expand the production capacity of electric vehicle batteries by 3 to 4 times by 2028, mainly in the North American market. It said in April that it would invest 600 billion yen in the future in car batteries, supply chain software and other areas seen as core to growth.
Total market value: 2.6 trillion YEN
Company website: https://panasonic.cn/
LG Chem
Established time: 1947
Headquarter address: Seoul, South Korea
Company profile:
LG Chem is a battery manufacturing and R&D enterprise of LG Group in South Korea. Its business covers petrochemicals, cutting-edge materials and life sciences. It has more than 40 production bases and branches in Asia, America, and Europe. LG Chem is the only battery supplier for Tesla's Model Y models made in China, and the main battery supplier for the European market and US electric vehicles. The products have been used in Renault Zoe, Porsche Taycan, Mercedes-Benz EQC and other models. LG has a deep and broad layout in the field of electrochemistry. It is one of the first companies to enter the lithium battery industry. It has a deep understanding of soft pack and cylindrical technology and is generally considered to be the most potential power battery leader.
Main products: Electric vehicles, Energy Storage Device (ESS) batteries
Recent layout:
According to reports, LG Chem plans to increase the company's battery cathode production in South Korea to 130,000 tons/year. Compared with the current production capacity of 40,000 tons/year, the new target output has more than doubled. From the details of the report, it is speculated that the content of this expansion is mainly focused on the positive electrode of high-nickel batteries.
In 2021, LG Chem's factory in Iksan, South Korea, will have an annual production capacity of 5,000 tons, and the three factories in Cheongju will have a combined capacity of 35,000 tons, the fifth factory will start partial production this year, with an estimated production capacity of 30,000 tons per year. In addition, LG Chem also plans to build two more new plants by the end of this year, with a combined capacity of 60,000 tons. It is reported that after 2024, LG Chem plans to increase the global cathode production capacity to 230,000 tons to ensure 50% of its own total demand.
Total market value: 4.644 billion USD
Company website: https://www.lgchem.com/
BYD
Established time: February 10, 1995
Company location: Shenzhen, Guangdong, China
Company profile:
From 2000 to 2002, BYD became the first Chinese lithium-ion battery supplier for Motorola and Nokia respectively. In 2002, the company was successfully listed on the main board of Hong Kong. In 2011, the company was listed on the SHENZHEN STOCK EXCHANGE. In 2020, the company officially launched the "blade battery" , a major breakthrough has been made in the field of battery research. BYD is one of the earliest car companies in China to launch new energy vehicles. The company is headquartered in Shenzhen, Guangdong, China. It is a world-renowned high-tech private enterprise with three major industrial clusters of IT, automobiles and new energy.
Main products:
BYD mainly produces two types of power batteries, one is ternary lithium battery and the other is lithium iron phosphate battery. BYD has innovated the structure of lithium iron phosphate battery and launched a blade battery, which has increased the energy density by 50% in the same volume, and is close to the level of ternary lithium battery. improve.
Recent layout:
As one of the Top5 home energy storage companies in China, BYD's total installed capacity of new energy vehicle power batteries and energy storage batteries in May 2022 is about 6.203GWh, and the cumulative installed capacity in 2022 is about 27.183GWh. According to the data, the global installed capacity of power batteries in Q1 in 2022 is about 94.16GWh, a year-on-year increase of 108%, of which BYD ranks fourth with an installed capacity of 9.99GWh.
According to BYD's company announcement, the company plans to have a total production capacity of 110Gwh by the end of 2021, and the cumulative production capacity of the currently disclosed power battery projects will reach 165Gwh. It is expected that after the project is completed, the company's lithium battery production capacity will reach 265Gwh. In terms of lithium batteries, the company will continue to promote the application of new technologies, expand the customer base, and promote the continuous increase of market share in related fields.
Total market value: 975.233 billion RMB
Company website: http://www.byd.com/cn/
Samsung SDI
Established time: January 1, 1990
Headquarter address: Yongin-si, Gyeonggi-do, South Korea
Company profile:
Samsung SDI was established in the 1970s as a subsidiary of Samsung Group in the electronics field. Starting from the vacuum tube and display tube business, it gradually entered the LCD, PDP, AMOLED and other products business. In 2000, Samsung SDI entered the new field of lithium-ion secondary battery business, and successfully transformed into a clean energy solution as the core enterprise. At present, Samsung SDI's lithium-ion secondary battery business is rapidly expanding from digital products such as mobile phones and notebook computers to xEV-type electric vehicles and ESS (Energy Storage System) for power storage.
Samsung SDI is a subsidiary of South Korea's Samsung Group. It has more than 15 years of mass production experience in the field of lithium-ion batteries. Samsung SDI now sells more than 1 billion batteries per year, forming a complete electric vehicle power battery business system from battery cells, modules to battery packs.
Samsung SDI has established automotive power battery factories in Korea, China, the United States and Europe. So far, it has been selected as the core battery supplier for more than 30 electric vehicles. It is the official strategic partner of BMW. Other core customers of Samsung SDI include Volkswagen and Mercedes-Benz. Wait. At present, Samsung SDI products have been applied to BMW i3, i8, Porsche Cayenne S, Audi e-tron and other models.
Main products: small lithium-ion battery, power battery, LCD, PDP
Recent layout:
According to the data, Samsung SDI ranked seventh in the global installed capacity of power batteries in February 2022, with a market share of 3.7%. On March 14, Samsung SDI's all-solid-state battery test line "S-Line" broke ground on a 6,500-square-meter all-solid-state battery test line at the location of its research institute in Suwon, Gyeonggi-do, South Korea. Samsung SDI has obtained a patent for sulfide solid state electrolyte material and has entered the technology verification stage.
In addition, it was recently reported that Samsung SDI has developed a prototype of the next-generation battery management system (BMS), which will be mass-produced in 2024. According to Samsung SDI, the next-generation BMS can increase battery life by 15%, increase car cruising range by 6%, and increase energy output by 10%. On May 24, local time, Stellantis and Samsung SDI announced that they will build an electric vehicle battery factory in Kokomo, Indiana, USA. Stellantis said the new plant, which produces lithium-ion battery packs, is scheduled to break ground later this year, with an initial annual production capacity of 23GWh expected to be commissioned in the first quarter of 2025, with the goal of ramping up to 33GWh over the next few years.
Total market value: 197.1961 million USD
Company website: http://www.samsungsdi.com.cn/
SK Innovation
Established time: October 13, 1962
Company location: Seoul, South Korea
Company profile:
SK Innovation is a subsidiary of South Korea's SK Group. It entered the power battery field in 2005 and has been the main supplier of Korean local brands Kia and Hyundai in the early days. In 2010, it became the designated supplier of Korea's first pure electric car Blue On and Kia Ray, and provided batteries for Mercedes-AMG's first pure electric car SLSAMGE-Cell in 2012. SKInnovation has electrodes and separation membranes. The entire value chain required for battery manufacturing such as battery packs, battery packs, etc.
Main products: Electric vehicle batteries
Recent layout:
SK Innovation is considering developing new cylindrical and prismatic batteries. According to reports, on June 9, SK Innovation said at South Korea's largest battery exhibition Inter battery that it is considering the production of new electric vehicle batteries, including cylindrical and prismatic cells, to expand its customer base. SK Innovation signed an agreement with Hyundai-Kia in April this year to jointly develop new pouch batteries for hybrid electric vehicles.
SK Innovation Company, which spun off its battery business in early October 2021, estimates that global battery capacity is currently at 40 GWh, but is rapidly increasing. SK Innovation will hold a 39% stake in a new joint venture called BluOvalSK that plans to build three plants in the US by 2025 with a combined capacity of 129GWh per year. The partnership is expected to expand to Europe and China, building a global capacity of 240GWh by 2030. This is in addition to SK Innovation's plans to build its own factories in China, Europe and the US as part of a mid-term global capacity target of 125 GWh by 2025.
According to reports, South Korean battery manufacturer SKInnovation has announced a partnership with IHIterrasunSolutions, a US energy storage system integration solution and service company. From 2022, lithium batteries produced by SKInnovation will be used in Terrasun's battery energy storage projects.
Currently, SKInnovation is operating two battery gigafactories in Georgia, USA, with an annual output of more than 20GWh. Once the battery plant in Georgia is completed and put into production, SKInnovation will have an annual production capacity of about 71GWh globally. It is building a third plant in Europe and in September announced a new $1 billion battery plant in China. Here, it also agreed to form a joint venture with Chinese battery maker EVE Energy and local battery material producer BTR to build an anode manufacturing plant.
Total market value: 1.863 billion KRW
Company website: http://www.sk-on.com/
CALB
Established time: December 8, 2015
Company location: Changzhou City, Jiangsu Province, China
Company profile:
CALB is a high-tech enterprise specializing in the research, production, sales and market application development of lithium-ion power batteries, battery management systems, energy storage batteries and related integrated products and lithium battery materials. It is committed to providing complete products to global customers. Solutions and complete full life cycle services. At the same time, CALB has set up a professional independent research and development institution - China Innovation and Aviation Research Institute, dedicated to the research and development and application of key technologies of power batteries, and to build a lithium battery technology innovation platform with global influence.
Main products:
Lithium-ion power battery, battery management system, energy storage battery and related integrated products
Recent layout:
In May 2022, the installed capacity of power batteries of CALB reached 1.64GWh, an increase of 82.22% compared with April. At present, CALB has become the largest battery supplier for GACNE's main models, with a matching rate of over 90%. In addition, CALB's main customers include CHANGAN, GEELY, SGMW, etc. They have also passed Smart's mass production designation, and have already started mass supply from HONDA and TOYOTA. In 2021, the actual production capacity of CALB in mass production, under construction and under construction will exceed 100GWh, and the planned production capacity in 2022 will reach 200GWh.
Registered capital: 1,506,456,558 RMB
Company website: http://www.calb-tech.com/
GOTION HIGH-TECH
Established time: January 23, 1995
Company location: Hefei City, Anhui Province, China
Company profile:
The main business of GOTION HIGH-TECH is power lithium battery and power transmission and distribution equipment. Its main products are power lithium battery products, power transmission and distribution products, etc. The company is one of the earliest enterprises engaged in independent research and development, production and sales of new energy vehicle power lithium-ion batteries in China, and has independent core intellectual property rights.
Main products:
Lithium iron phosphate and ternary materials and cells, power battery packs, battery management systems and energy storage battery packs, etc. Products are widely used in new energy vehicles such as pure electric commercial vehicles, passenger vehicles, logistics vehicles and hybrid vehicles.
Recent layout:
On June 13, Guoxuan Hi-Tech stated that the company has achieved the industrial application of iron-lithium batteries with a single energy density of 210Wh/kg. At the same time, the 360Wh/kg ternary semi-solid battery is planned to be mass-produced and loaded this year. In the future, it will focus on the development and production of power lithium batteries and upstream and downstream industrial chains. The company's energy storage products and systems have been successfully applied in important global energy storage markets such as China, the United States, and Japan, and have successively landed or won bids for many energy storage projects.
The graphitization project of anode materials with an annual output of 400,000 tons is planned to be powered by solar energy, and is expected to be equipped with 2GWh of photovoltaic power generation and 1GWh of the company's own energy storage power station. With the implementation of Volkswagen's private placement, the cooperation between the company and Volkswagen has been further deepened, and now it has received Volkswagen's standard battery ternary and iron-lithium designation.
Total market value: 74.346 billion RMB
Company website: https://www.gotion.com.cn/
Envision AESC
Established time: November 28, 2018
Headquarter address: Kanagawa, Japan
Company profile:
Envision AESC Group was established three years ago when China Envision Group acquired Japan's AESC. Envision AESC is an industry-leading smart battery technology company. Break through the boundaries of power battery performance and application with intelligent IoT, create more intelligent scenarios, allow electric vehicles to participate in the fragmented renewable energy system, and provide intelligent dynamic balance to promote the common development of clean energy and new energy vehicle industries.
Main products: The main products of Envision Power include soft pack power batteries, etc. At the same time, it also has the ability to assemble, test and develop power batteries.
Recent layout:
On June 3, it was reported that Envision AESC will build a super factory in Navarmora de la Mata, Spain, with a planned production capacity of 30GWh, which will be completed and put into operation in 2025. In June 2021, Envision AESC and the French Renault strategic cooperation, and announced the construction of France's first digital, green power battery factory in Douai. In July of the same year, Envision AESC and Nissan deepened their strategic cooperation to build the UK's first power battery super factory in Sunderland.
In February this year, Envision built Japan's largest power battery factory in Ibaraki; in March, Envision AESC and Mercedes-Benz of Germany reached a strategic cooperation and announced a new power battery super factory in Kentucky, USA. With the planning and construction of the new factory, Envision AESC has planned to deploy 11 major production bases in China, Japan, the United States, the United Kingdom, France and Spain, and the total production capacity of zero-carbon batteries will exceed 300GWh in 2026.
Registered capital: 165 million USD
Company website: http://www.envision-group.com
PEVE
Established time: August 24, 2018
Company address: Kosai City, Shizuoka Prefecture, Japan
Company profile:
PEVE was established in 1996 as a joint venture between Toyota and Panasonic, of which Toyota invested 80.5% and Panasonic invested 19.5%.
Main products: Hybrid battery, Ni-MH battery, Hydrogen battery, Li-ion battery.
Recent layout:
From January to June 2021, the installed capacity of PEVE power batteries reached 1.2GWh, a year-on-year increase of 33.3%, with a market share of 1%, ranking 10th. At present, PEVE has only one customer of Toyota, and the Toyota HEV market is unique in the world. Through this, PEVE has also achieved stable development and is basically stable in the top ten ranks in the world. Previously, it was reported that PEVE will build a new battery plant for hybrid vehicles in China this year, with an estimated annual production capacity of 100,000 hybrid vehicles, but there is no further news.
Registered capital: 20 billion YEN
Company website: https://www.peve.jp/
Maybe you also want to know more about the lithium-ion battery companies. Divided according to large application scenarios, the lithium-ion batteries includes power batteries, energy storage batteries and consumer batteries. If you are interested in the tendency of some excellent power battery companies, you can read the article about Top 15 power battery companies on our website, this article provides you with everything you need to know.