Batteries - September 2015

BYD Chasing Silver 


- No surprises in the leadership, Panasonic is high above thanks to the success of battery-hungry Tesla, and with VAG plug-ins compensating for the Toyota sales drop, it's business as usual for Panasonic;

- AESC, the joint venture between NEC and Nissan, continues to lose share (Down 10% share regarding last year), with the Leaf sales losing steam and with Nissan outsourcing batteries to LG in the future, the future is bleak for the Joint Venture;

- LG Chem has stopped the bleeding and with the New Gen batteries coming late next year, it seems the future is once again bright for the South Korean manufacturer;

- BYD is on a never-ending growth trend, being the only manufacturer to significantly improve share (12% now vs 6% last year) in the ranking, all while doubling the volume achieved last year in just 9 months. With LG Chem and AESC close, it wouldn't be surprising if it could reach #2 by the end of this year; 

 - In a fast growing market, Lithium Energy Japan (GS Yuasa / Mitsubishi) sales have risen on a modest rate, hampered by the small battery volume each Outlander PHEV has;

- Samsung has a partnership with BMW and FIAT, and with both auto manufacturers plug-in sales improving, Samsung has improved share (Up 1% to 5% share) and has already beaten last year result. 

- BPP (BAIC provider) is the first of a series of small chinese battery makers at the bottom of the ranking, with Epower in #8, Wanxiang in #9 and Tianneng in #10 (Chery provider), an interesting fact is that all of them have increased share regarding last year.

China is Rising...

Pl	Battery Makers	Jan -Sep '15 MWh	2014 MWh	%15	%'14
1	Panasonic	2.875	2.726	38	38
2 3	AESC LG Chem	1.023 916	1.620 886	13 12	23 12
4 5	BYD Mitsubishi/GS Yuasa	902 404	461 451	12 5	6 6
6	Samsung	359	314	5	4
7	Beijing Pride Power (BPP)	249	121	3	2
8 9 10	Epower Wanxiang Tianneng	206 191 125	N/A N/A 77	3 3 2	N/A N/A 1
	TOTAL	7.615	7.167