A recent Leaderboard Report from Navigant Research examines the strategy and execution of eight leading EV battery manufacturers. Navigant puts LG Chem in first place, followed closely by Panasonic and Samsung SDI. A rung below these “Leaders” are what Navigant calls “Contenders,” including AESC, BYD, Johnson Controls and A123. Navigant projects the global market for… Read more »
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Lux Research: LG Chem threatens Panasonic’s position as world’s top EV battery supplier
Japanese giant Panasonic is by far the largest automotive batter supplier at the moment, with a 39% market share. According to a new report from Lux Research, it will probably hang onto that position, increasing its share to 51% as EV batteries grow to a $30-billion market by 2020. However, there’s a real possibility that… Read more »
Audi targets Tesla Model X with all-electric 311-mile e-tron quattro
In May, Audi said that it is developing “a sporty SUV with electric drive,” to be launched in 2018 (the company also plans to sell two plug-in SUV models in Asia in 2016). Now Audi has released teaser images of its e-tron quattro concept, which will be unveiled next month at the International Motor Show (IAA) 2015… Read more »
Apple and A123 settle engineer-poaching lawsuit
The iCar is still just a rumor, but Apple surely has been showing a lot of interest in EV-related technology, including large-format batteries. This week, the Cupertino computer-maker agreed to settle a lawsuit alleging that it had been showing a little too much interest in engineers working for Massachusetts battery-maker A123. In February, A123 filed… Read more »
Celgard files suit against LG Chem over battery separator patent
Celgard, a subsidiary of Polypore International (NYSE:PPO), has filed a complaint against LG Chem, alleging that the Korean chemical giant has infringed one of Celgard’s US patents for a battery separator. The patent in question covers ceramic composite layer lithium-ion battery separators. Celgard filed the lawsuit following a lengthy period of discussions with LG regarding… Read more »
EV sales surge puts Panasonic battery division back in the black
Panasonic’s lithium-ion battery division is seeing a dramatic turnaround, mostly thanks to healthy sales of Tesla’s Model S, according to Lux Research. In the second quarter of 2013, the Li-ion division made about $40 million in profits, compared to a loss of $20 million in Q2 2012. Panasonic plans to invest $200 million over the… Read more »
Five companies produce almost all EV battery cells for the US market
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… Read more »
Polypore to supply Celgard Li-ion battery separators to Panasonic
Polypore International (NYSE:PPO) has announced that its Celgard subsidiary has entered into a five-year supply agreement with Panasonic under which the Japanese battery behemoth will purchase Celgard brand separators to be used in its large-format lithium-ion batteries. Separators are critical components of a Li-ion battery, providing a barrier between the anode and the cathode while… Read more »
Panasonic and Tesla to expand supply of battery cells
Panasonic and Tesla have updated and expanded an existing agreement under which the Japanese giant supplies automotive-grade lithium-ion battery cells to the Silicon Valley trendsetter. The new arrangement calls for Panasonic to supply nearly two billion cells over the course of four years, both for Model S and the new Model X, which is scheduled… Read more »
Dual battery pack could give next-generation Tesla unprecedented range
Is Tesla working on a new type of hybrid pack that combines two different battery technologies to deliver a huge increase in range? This question has been floating around the discussion groups for a few months, but several outlets reported it as breaking news this week after a couple of stock analysts discovered the story… Read more »