Assessment of Strategy and Execution for 11 Lithium Ion Battery Manufacturers

Lithium ion (Li-ion) batteries have won the race to be the chemistry of choice for electric vehicle traction power. They offer the best combination of safety, power, energy duration, durability, and cost. Although the majority of automobiles with traction batteries on the road have nickel metal hydride (NiMH) cells, most new production vehicles will be shipped with Li-ion batteries in the coming years. Navigant Research expects the industry to produce 49 GWh of battery capacity for vehicles in 2020, a more than tenfold increase over 2013 production numbers.

However, the vendor landscape within the Li-ion industry is still unsettled. Some companies have built out their manufacturing capacity, yet have failed to garner large automotive contracts. Others have been more patient in constructing factories but are ready to make major strategic moves in that direction. Manufacturers that are able to reduce costs significantly while ensuring that safety and reliability standards are met will successfully tap into the world’s growing need for electric drivetrains. Most market players are jockeying for position in that future reality while trying to remain solvent today.

This Navigant Research Leaderboard Report examines the strategy and execution of 11 Li-ion battery vendors that are active in the electric vehicle market and rates them on 13 criteria, including systems integration, safety engineering, chemistry performance, geographic reach, manufacturing and product performance, pricing, and overall corporate financial health. Using Navigant Research’s proprietary Leaderboard methodology, vendors are profiled, rated, and ranked with the goal of providing industry participants with an objective assessment of these companies’ relative strengths and weaknesses in the global electric vehicle battery market.

Top 10 Vendors:

1. LG Chem
2. JCI
3. AESC
4. Panasonic
5. Samsung SDI
6. SK Continental E-Motion
7. Hitachi
8. Toshiba
9. GS Yuasa
10. BYD

Key Questions Addressed:

• How have Li-ion manufacturers performed to date in the automotive market, and where are they positioned in relationship to each other?
• What is the state of the Li-ion industry, and how has it met the needs of automotive manufacturers?
• How has each company involved in this market performed from a strategy and execution viewpoint?
• Which companies are best positioned to survive the current shakeout period in the market for Li-ion batteries for electric vehicles?
• What strategies are most likely to succeed in the market for Li-ion batteries for electric vehicles?

Who needs this report?

• Vehicle manufacturers
• Automotive industry suppliers
• Battery suppliers
• Battery chemistry and technology developers
• Energy storage companies
• Stationary energy storage suppliers
• Government agencies
• Investor community

Table Of Contents

Table of Contents

1. Executive Summary
1.1 Market Introduction
1.2 The Navigant Research Leaderboard Grid

2. Market Overview
2.1 Overview
2.2 Market Definition
2.2.1 Li-ion Chemistries
2.3 Market Drivers
2.3.1 Plug-In Electric Vehicles
2.4 Hybrid Electric Vehicle Sales
2.4.1 Regional Demand
2.4.1.1 North America
2.4.1.2 Europe
2.4.1.3 Asia Pacific
2.5 Market Barriers
2.6 Market Trends

3. The Navigant Research Leaderboard
3.1 Navigant Research Leaderboard Categories
3.1.1 Leaders
3.1.2 Contenders
3.1.3 Challengers
3.1.4 Followers
3.2 The Navigant Research Leaderboard Grid

4. Company Rankings
4.1 Leaders
4.1.1 LG Chem
4.1.2 Johnson Controls
4.1.3 AESC
4.2 Contenders
4.2.1 Panasonic
4.2.2 Samsung SDI
4.2.3 SK Continental E-Motion
4.2.4 Hitachi
4.2.5 Toshiba
4.3 Challengers
4.3.1 GS Yuasa
4.3.2 BYD
4.3.3 A123 Systems
4.4 Followers

5. Company Directory

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study and Methodology
9.1 Scope of Study
9.2 Sources and Methodology
9.2.1 Vendor Selection
9.2.2 Ratings Scale
9.2.2.1 Score Calculations
9.2.3 Criteria Definitions
9.2.3.1 Strategy
9.2.3.2 Execution



List of Charts and Figures

• Lithium Ion Battery Capacity by Vehicle Type, World Markets: 2020
• The Navigant Research Leaderboard Grid
• Lithium Ion Battery Price by Chemistry, World Markets: 2013 and 2015
• Electric Vehicle Sales by Vehicle Type, World Markets: 2013-2020
• The Navigant Research Leaderboard Grid
• LG Chem Strategy and Execution Scores
• Johnson Controls Strategy and Execution Scores
• AESC Strategy and Execution Scores
• Panasonic Strategy and Execution Scores
• Samsung SDI Strategy and Execution Scores
• SK Continental E-Motion Strategy and Execution Scores
• Hitachi Strategy and Execution Scores
• Toshiba Strategy and Execution Scores
• GS Yuasa Strategy and Execution Scores
• BYD Strategy and Execution Scores
• A123 Systems Strategy and Execution Scores



List of Tables

• Lithium Ion Battery Capacity by Vehicle Type, World Markets: 2020
• Lithium Ion Battery Price by Chemistry, World Markets: 2013 and 2015
• Electric Vehicle Sales by Vehicle Type, World Markets: 2013-2020
• The Navigant Research Leaderboard Overall Scores
• Vendor Scores
• Vendor Scores on Strategy Criteria
• Vendor Scores on Execution Criteria

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