Five companies (AESC, LG Chem, Panasonic, Samsung and SK Innovation) produced almost all the battery cells used in plug-in vehicles for the US market over the past decade. Total capacity produced was 75,933 MWh. Panasonic supplied 74% of all the cells, and a majority of these were installed in Tesla battery packs.
A small percentage of the Panasonic battery cells went into vehicles from Ford, Toyota and Honda. LG Chem’s battery cells and packs primarily went into vehicles produced by Chevrolet, and smaller amounts went into Audi, Hyundai and other vehicles. AESC was the only cell manufacturer that supplied a single vehicle make—all its cells and battery packs went into Nissan vehicles.