Market and Technology Trends
Battery Pack for xEV 2024
By Yole Intelligence —
This report is scheduled for Q2 2024
YINTR24419
THIS TABLE OF CONTENTS IS FROM THE PREVIOUS EDITION - IT MIGHT BE UPDATED.
Table of content
Glossary
Report objectives
Identity card
About the author
Companies cited
What’s on track, what's not
Methodology and Definitions
Three-page summary
Executive summary
Context
Market trends, at different levels
- Electrification driving forces
- Li-ion battery: market trends
- Main drivers for electric mobility and related battery packs
- Battery pack size per electric vehicle and plug-in electric vehicle
- Battery pack voltage and energy capacity, by application
Market forecasts
- Market forecasts – highlights
- 2018 – 2028 Li-ion cell market value for xEV
- 2018-2028 evolution of Li-ion cell ASP
- 2018 - 2028 BEV battery cell price and cost of cell-to-pack integration
- 2018– 2028 Li-ion battery pack demand for XEV (in GWh)
- 2018 – 2028 Li-ion battery pack market value for XEV (in $B)-Split by xEV types and split by battery pack components
- Battery pack for BEV Cost breakdown
- Market share of various Li-ion battery cell chemistries for EV
- Market share of various Li-ion battery cell formats for EV
Supply chain
- Battery pack Supply chain – highlights
- xEV supply chain - towards more vertical integration
Li-ion battery pack supply chain - raw materials suppliers
- Li-ion battery raw materials suppliers
- Li-ion battery raw materials supply chain is reshaping
- Top Li-ion battery raw materials producer countries
Li-ion battery pack supply chain - Li-ion battery cell, battery module and battery pack manufacturers
- Li-ion battery cell manufacturers – geographic location
- Battery pack manufacturers - geographic location
- Battery pack supply chain reshaping
- 2022 Market shares of top Lithium-ion battery manufacturers
Li-ion cell production capacity
- Cell production capacity (gigafactories) announced in Europe, USA and Asia
- How China dominates the xEV battery pack supply chain
- Global Cell production capacity (gigafactories) expansion
- Cell production capacity (gigafactories) announcements in China and Europe - comparison
- Will China increase battery manufacturing capacity way more than required
LI-ion battery supply chain – joint ventures, partnerships and merger & acquisitions
- Battery makers’ joint ventures with car makers
- Battery chemistries and formats used by various battery and car makers
- Cell supply chain– partnerships and M&A
Li-ion battery pack supply chain – other battery pack components suppliers
- Battery management system suppliers – geographic overview
- Thermal management solution suppliers - geographic overview
- Electrical interconnection - geographic overview
- Safety components suppliers - geographic overview
- Battery pack housing suppliers - geographic overview
Battery recycling – supply chain
- Li-ion battery recycling companies – geographic overview
- EV battery recycling projects/announcements in Europe
- Li-ion battery recycling supply chain is reshaping
- Li-ion battery recycling and 2nd life applications– partnerships, M&A, and joint ventures
Battery swapping – supply chain
Li-ion battery pack - technology trends
- Battery pack technology - highlights
- Key technology trends
- Battery pack components
- Battery pack voltage and energy capacity range in EVs
- Li-ion battery packs – manufacturing process flow
- Three main axes of innovation in batteries
- Battery cells for EVs - global trends
- Li-ion Battery pack for XEV – global trends
Li-ion Battery cell technology
Li-ion cell chemistries
- Different Li-ion battery cells – Comparative table
- Comparative graph of energy density for different Li-ion battery cells
- Technology trends: NMC cells
- Technology trends - LFP cells
- Technology trends in LFP cells - Towards higher energy density
- Li-ion battery anode materials technology trends
- Main Battery chemistries used in xEV – technology trends
Li-ion cell formats
- Main battery formats Used In EV – technology trends
Li-ion battery pack - technology trends
Three ways to install cells into vehicles– technology trends
- Cell To module; cell to pack; cell to chassis
Battery management system (BMS) technology
- Battery management systems- Main functions
- Battery cell balancing
- Sensors
- Wireless BMS
Thermal management system technology
- Battery temperature affects xEV performance
- Safety issues related to Li-ion batteries – Thermal runaway (TR)
- Battery safety legislation
- Types and requirements of thermal management systems
- Trend towards a holistic approach
- EV thermal management trends
- Active thermal management system
- Thermal management system – technology trends
Electrical interconnection technology
- What would be an ideal interconnect solution?
- Market shares of different cell interconnect technologies- 2022
- Electrical interconnection– technology trends
Safety components (fuses, Circuit Breakers and Contactors)
- Various solutions of circuit protection (safety components) in xEV
- Battery safety component trends overview
Battery pack housing technology
- Battery pack housing – technology trends
Technology trends – higher integration & extended battery packs
- Technology trends: integration choices in BEVs
- Technology trends: extended battery packs
Technology trends - 800 V battery pack
Technology trends – Li-ion Battery recycling
Technology trends - battery swapping
Beyond the Li-ion battery
Conclusion
As consequence of the huge growth of the electrified vehicles within the automotive industry, many players are working on innovative technologies to increase , with technologies like copper sintering paste, double-side cooling, integrated substrates, no-baseplate etc., to achieve high reliability/performance systems. These applications are driving a high increase of material market in the coming years and movements in supply chain.
As consequence of the huge growth of the electrified vehicles within the automotive industry, many players are working on innovative technologies to increase , with technologies like copper sintering paste, double-side cooling, integrated substrates, no-baseplate etc., to achieve high reliability/performance systems. These applications are driving a high increase of material market in the coming years and movements in supply chain.