PRESENT AND FUTURE MARKET SITUATION FOR … market for EV batteries.pdfPRESENT AND FUTURE MARKET SITUATION ... HEV & PHEV segmentation 5. HEV market by competitor and by area 6

PRESENT AND FUTURE MARKET SITUATION FOR BATTERIES

Information for growth

Christophe PILLOT

[email protected]

ADVANCED BATTERY TECHNOLOGIES

Frankfurt, GERMANY30th June – 2nd July 2009


Tel.: + 33 1 47 78 46 00

[email protected]

OUTLINE

1. Worldwide Rechargeable battery market 2008

2. Main trends 2008- 2020

3. HEV batteries in the total market in 2008

4. EV, HEV & PHEV segmentation

5. HEV market by competitor and by area

6. Forecasts by 2015 & 2020

2ADVANCED BATTERY TECHNOLOGIES– Frankfurt, 30th June - 2nd July 2009


Tel.: + 33 1 47 78 46 00

[email protected]

WORLDWIDE RECHARGEABLE BATTERY MARKET

0

1 000

2 000

3 000

4 000

5 000

6 000

Mill

ion

cel

ls

The worldwide rechargeable battery market, Million cells, 1994-2008

Ni-Cd Ni-MH Li-Ion Li-P


SOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, JUNE 2009

0

1 000

2 000

3 000

4 000

5 000

6 000

7 000

8 000

9 000

10 000

M U

S$

Battery sales, M US$, Worldwide, 1994-2008

NiCd NiMH Li-ion Li-P


Tel.: + 33 1 47 78 46 00

[email protected]

THE RECHARGEABLE BATTERY MARKET IN 2008

0

1 000

2 000

3 000

4 000

5 000

6 000

7 000

8 000

9 000

10 000

M U

S$

Battery sales, M US$, Worldwide, by application 2000-2008

HEV

Others

Power tools

Portable PCs

Cellular Phones



Cellular Phones

34%

Portable PCs24%

Power tools13%

Others22%

HEV7%

Battery sales, M US$, Worldwide, by application 2000-2008


Tel.: + 33 1 47 78 46 00

[email protected]

JAPANESE, CHINESE & KOREAN MARKET SHARE (IN VALUE), 2008

Japanese market share (value) decreases : from 82 % of the market in 2001 to less than 75% in 2003 & 56% in 2008

JAPANESE SALES5.1 Billions $ in 2008(07/08 growth : +13%)

CHINESE SALES2.3 B$ in 2008(07/08 growth : +10%)

REST OF THE WORLD< 0.1 B$ in 2008

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

Market share by country, %

KOREAN SALES1.8 B$ in 2008(07/08 growth : +13%)




Tel.: + 33 1 47 78 46 00

[email protected]

BATTERY INDUSTRY IN 2008

Sanyo

53%

MBI

8%

BYD

24%

SAFT

8%

Others

7%

Sanyo

23%

Panasonic

EV

29%MBI

9%

GP

14%

Yuasa

10%

Others

15%

NiCd: 0.8 Billion US$Annual Growth = - 16%

NiMH: 1.2 Billion US$Annual Growth = 0%

Li-ion & Polymer: 7.2 Billion US$ Annual Growth = +20%

Sony19%

Sanyo30%

MBI17%

SDI17%

LG9%

Others15%

Sanyo21%

BYD11%

Sony15%SDI

16%

LG7%

MBI3%

Lishen5%

Maxell9%

Others13%

CYLINDRICAL CELLS

3.1 B US$+35%

PRISMATIC & POL CELLS4.1 B US$

+6%

Sanyo25%

Sony16%

SDI17%

MBI6%

LG Chemical8%

BYD6%

Lishen4%

Maxell5%

Others13%




Tel.: + 33 1 47 78 46 00

[email protected]

NICD IN 2008MAIN APPLICATION: POWER TOOLS

Power Tools49%

Household devices

3%

Toys7%

Security lighting8%

Others20%

E-bike, e-scooters13%

NiCd by application worldwide, % in value, 2008 All the market segments are stable

or decreased a little except e-bike which is increasing.

Strong competition with

o NiMH for Toys, cordless Phones, Household devices

o Li-ion for power tools

What will be the next step?

1 050 Million NiCd cells800 M$

CAGR 2003/2008-4% per year in volume

-6% per year in value




Tel.: + 33 1 47 78 46 00

[email protected]

NIMH IN 2008MAIN APPLICATION: HEV

Cordless Phones

11%

Retail: RC cars,Toys,

Household, DSC, 27%

HEV53%

Others9%

NiMH battery by applications, worldwide, % in value, 2008

1 100 M NiMH cells1.2 B$

0%

10%

20%

30%

40%

50%

60%

0

200

400

600

800

1 000

1 200

1 400

200020012002200320042005200620072008

% o

f H

EV b

atte

ry in

NIM

H r

even

ues

M$

NiMH battery market worldwide in value% for HEV application

Others HEV % of HEV in NiMH sales

CAGR 2003/2008+2% per year in Volume

+8% per year in value




Tel.: + 33 1 47 78 46 00

[email protected]

LI-ION IN 2008MAIN APPLICATION: CELLULAR, NOTEBOOK

-

1 000

2 000

3 000

4 000

5 000

6 000

7 000

8 000

2000 2001 2002 2003 2004 2005 2006 2007 2008

M $

Li-ion & Polymer Battery sales,M$, Worldwide, 2000-2008

Cellular Phones Portable PCs Others

3 100 M Li-ion & Polymer cells

7 200 M$

CAGR 2003/2008:+22% per year in volume

+17% per year in value



-

200

400

600

800

1 000

1 200

1 400

1 600

1 800

2 000

2000 2001 2002 2003 2004 2005 2006 2007 2008

M $

Li-ion & Polymer Battery sales,M$, Worldwide, 2000-2008

Power tools Camcorders Digital camera MP3Games Others


Tel.: + 33 1 47 78 46 00

[email protected]

BATTERY MAIN TRENDS

Regulation trends Products banned, cyclability, durability

Economical trendsPrice decreases, Investment,

Technical trendsNew technologies, higher capacities, higher power, improving reliability & performances for raw materials,

Geographic AreaUS - Western Europe - Japan -China - India - Latin America -Eastern Europe - Asia Pacific -Middle East - Row

Applications trends Mobile -

Portable PC – VEHICLES - Digital Cameras - PDA - Power Tools - Toys -Cordless Phones - Home Appliances -Camcorders - Security systems - RC Cars – Video games – MP3 - ...



Tel.: + 33 1 47 78 46 00

[email protected]

NEW MATERIALS FOR HIGHER CAPACITY OR LOWER PRICE

INCREASING ENERGY & POWER Ni & Co LME PRICES

SOURCE: LME, JUNE 2009

Source: Ovonics, March 2008

NiMH:

0

20

40

60

80

100

120

140

$/k

g

Ni

Co

2003 2004 2005 2006 2007 2008


2009


Tel.: + 33 1 47 78 46 00

[email protected]

BATTERY RAW MATERIALS MARKET – 2008

ELECTROLYTE

12 500 tons

CATHODE

37 000 tons

Active Materials

ANODE

22 000 tons

active materials

SEPARATORS

265 M m²

LiCoO2LiMPO4

LiMn2O4

Li[NixMnyCoz]O2

NCM

Li[NixCozMnAl]O2

NCA

Graphite

Si

Sn

SiO2-Si

ASAHI

TONEN

CELGARD

UBE

ENTEK

UBE

CHIELMitsubishi

Tomiyama




Tel.: + 33 1 47 78 46 00

[email protected]

SAFETY ISSUE

Battery Makers

OEMBattery recall

Date Cost

Matsushita Nokia 46 M cells 08/07 100–200 M$

Sanyo Mitsubishi 1.3 M cells 12/06 35 M $

SonyDell, Apple,

Toshiba, Lenovo,...

10 M Packs

65 M cells2006 430 M$

.....

-50%

-40%

-30%

-20%

-10%

0%

10%

20%

30%

20

02

20

03

20

04

20

05

20

06

20

07

20

08

Op

era

tin

g p

rofi

t/R

eve

nu

e

RECALL SLASH BATTERY PROFIT

Sanyo

MBI

BYD

SGS

Sony

NEC

Maxell

LGC

SDI

Average

More & more incidents & accidents

All the battery makers and the OEM are concerned

Recall cost impact drastically the battery business and the profitability




Tel.: + 33 1 47 78 46 00

[email protected]

PARAMETERS IMPACTING THE BATTERY MARKET FORECATS

Electronic devices market is increasing

Requiring more & more energy

Electronic devices usage is increasing

HEV market is increasing Government incentives (CO2

Emission, ...)

Gasoline Prices

New Diesel Hybrid in Europe

SAFETY issues for both portable & HEV Li-ion batteries

Raw materials price increase: Ni for NiMH & Co for Li-ion

Less Investment

Profit are low even negative in case of recall

ASP will decrease

Li-ion Next Step?

HEV market

Gasoline price decrease (??)

8 to 10 years of battery life is required

Safety problems, accident, recall

DRIVERS LIMITERS



Tel.: + 33 1 47 78 46 00

[email protected]

RECHARGEABLE BATTERY MARKET 2000-2020

0

2 000

4 000

6 000

8 000

10 000

12 000

14 000

16 000

18 000

20 000

2000 2005 2010 2015 2020

Mill

ion

US

$

Rechargeable battery market by chemistryM US$, 2000-2020 (PACK LEVEL)

NiCd NiMH Li-ion Li-P



0

2 000

4 000

6 000

8 000

10 000

12 000

14 000

16 000

18 000

20 000

2000 2005 2010 2015 2020

Mill

ion

US

$

Rechargeable battery market by ApplicationsM US$, 2000-2020 (PACK LEVEL)

Cellular Phones Portable PCs Power tools Others Automotive


Tel.: + 33 1 47 78 46 00

[email protected]

WHY HEV?

Source :Energy Information Administration, US Government

0

20

40

60

80

100

120

US

$ /

bar

rel

Price of the WTI barrel of oil, US $

Source :http://www.eia.doe.gov/emeu/steo/pub/contents.html

CO2 density in the atmosphere increase

IPCC, Intergovernmental Panel on Climate Change, Climate Change 2007,

Synthesis Report p38

16

0

10

20

30

40

50

60

70

80

90

Mill

ion

bar

rels

per

day

Petroleum consumption worldwide 1960-2008



Tel.: + 33 1 47 78 46 00

[email protected]

HEV SEGMENTATION

EV & HEV MARKET

EV25 kWh

HEV0.6-2 kWh batteries

MICROHEV*

MILD HEV

MEDIUMHEV

FULL HEV

P HEV5 kWh

batteries

CITROEN C3TOYOTA VITZ

GM Saturn VueGM AURA

GM MALIBUHONDA ACCORD

HONDA CIVICINSIGHT

TOYOTA PRIUSTOYOTA CAMRY

FORD ESCAPEFORD FUSION

MILANGM YUKONGM TAHOE

NISSAN ALTIMA

> 144 v

… - 14 v

14 – 42 v

42 – 144 v

MICRO MILD MEDIUM FULL

HYBRID LEVELS:

HEV

P-HEV

EV

17

*Note: Micro HEV are not in the HEV statistics & HEV forecast

ADVANCED BATTERY TECHNOLOGIES– Frankfurt, 30th June - 2nd July 2009


Tel.: + 33 1 47 78 46 00

[email protected]

HEV MARKET

0,0%

0,1%

0,2%

0,3%

0,4%

0,5%

0,6%

0,7%

0,8%

0,9%

0

0,1

0,2

0,3

0,4

0,5

0,6

Mill

ion

HEV sold per year, M units, worldwide,2000 - 2008

TOYOTA OTHERS %

SOURCE : EV, PHEV & HEV WORLDWIDE MARKET 2008-2020 - BATTERY IS THE KEY, AVICENNE, JUNE 2009

18

Less than 1% of vehicle sold worldwide in 2008 was Hybrid

USA

JAPAN

EUROPE

AVERAGE WW

0,0%

0,5%

1,0%

1,5%

2,0%

2,5%

2000 2001 2002 2003 2004 2005 2006 2007 2008

Pen

etra

tio

n o

f h

ybri

ds

in t

he

glo

bal

e s

ales

Penetration of hybrids in the global sales, 2000-2008

Note: Micro HEV are not in the HEV statistics & HEV forecast



Tel.: + 33 1 47 78 46 00

[email protected]

HEV WORLDWIDE IN 2008

Total HEV Vehicles:More than 515 000 units in 2008

SOURCE : TOYOTA, HONDA, GM, FORD, CHRYSLER

19

TOYOTA

HONDAFORD

0

50

100

150

200

250

300

350

400

450

500

‘ 00

0 H

EV s

old

HEV sold per year, M units per car manufacturers, 2000-2008

TOYOTA HONDA FORD

GM NISSAN




Tel.: + 33 1 47 78 46 00

[email protected]

HEV WORLDWIDE IN 2008

20

USA

JAPANEUROPE

OTHERS

0,00

0,05

0,10

0,15

0,20

0,25

0,30

0,35

0,40

Mill

ion

HEV sold per year, M units per country,2000-2008

USA JAPAN EUROPE OTHERS

Total HEV Vehicles:More than 515 000 units in 2008





Tel.: + 33 1 47 78 46 00

[email protected]

WHY HEV MARKET IS SO SMALL IN EUROPE?

SOURCE: HTTP://WWW.EIA.DOE.GOV

Thanks to lower taxes, Diesel is very popular in Europe

Gasoline price is 3 times higher in Europe than USA

SOURCE: AVICENNE COMPILATION

San Fransisco, July 2006


http://en.wikipedia.org/wiki/Image:Gas_prices,_July_2006,_San_Francisco,_California_01.jpg


Tel.: + 33 1 47 78 46 00

[email protected]

Source: http://www.eia.doe.gov/oil_gas/petroleum

USA cost

of

Gazoline

EUROPEAN & USA TAXES FOR GASOLINE

0% 20% 40% 60% 80% 100%

USA

UK

Germany

France

Norway

% of Taxes in the Gasoline cost for end users

% of taxes in Gasoline cost for end usersJanuary 2009

Source: AVICENNE Compilation



Tel.: + 33 1 47 78 46 00

[email protected]

HEV FORECASTS UP TO 2015

0

1

2

3

4

5

6

7

8

9

2005 2007 2009 2011 2013 2015

Nu

mb

er o

f H

EV s

old

wo

rld

wid

e (

Mill

ion

)

HEV(2) sold, in million units, worldwide, 2005 - 2015 AVICENNE June 2009

IIT (march 2008 & 2009)

Mc KINSEY (2008)

AAB (May 2008)

Freedonia (Dec 07)

Freedonia Dec 06

Deutsche Bank (June 2008)

Toyota, 2008

BOSCH (September 2008)

Sanyo

TIAX (B. Barnett, march 2008)

HEV MARKET IN 2015 : > 2 Million units (1)

23

(2) HEV & hybrid excluding micro hybrids

(1) Assumptions:- 76 M vehicle sold WW in 2015- 2.8% Hybrids

0%

2%

4%

6%

8%

10%

12%

14%

16%

2000 2002 2004 2006 2008 2010 2012 2014

Pen

etra

tio

n o

f h

ybri

ds

in t

he

glo

bal

e s

ales

Penetration of hybrids (2) in the global sales, 2000-2015

USA

JAPAN

EUROPE

AVERAGE WW




Tel.: + 33 1 47 78 46 00

[email protected]

NIMH BATTERY DEVELOPMENTS

0

50

100

150

200

250

Ca

pa

cit

y (m

Ah

) fo

r N

iMH

ce

ll -

Ind

ex

10

0 in

19

96

NiMH Capacity is increasing Exemple of AA NiMH

(index 100 in 1996)

0

20

40

60

80

100

120

NiM

H C

ost

pe

r k

Wh

-In

de

x 1

00

in

19

96

NiMH cost per kWh is decreasing(index 100 in 1996)

PRIUS I PRIUS II

Capacity 6.5 Ah 6.5 Ah

Cells 228 (38 * 6) 168 (28 * 6)

Voltage 273.6 v 201.6 v

Specific power 1000 W/kg 1300 W/kg

Specific energy 46 Wh/kg 46 Wh/kg

Total power/HEV 36 kW 37.8 kW

Total energy/HEV 1778 Wh 1310 Wh




Tel.: + 33 1 47 78 46 00

[email protected]

NIMH BATTERIES FOR HEV IN 2008

PEVE SANYO MBI COBASYS JCS

PR

OD

UC

TIO

N

TOYOTA 3

LEXUS 3

HONDA 3 3

FORD 3

NISSAN 3

GM 3 3

CHRYSLER 3

DEV

ELO

PM

ENT VW u

DAIMLER u

BMW u

PSA u

CHERY u

25

Thanks to TOYOTA, Panasonic EV, got more than 85% of the HEV battery market and a large know-how

3 Supply - u Development




Tel.: + 33 1 47 78 46 00

[email protected]

LI-ION BATTERIES DEVELOPMENTS FOR HEV, P-HEV & EV

Li-ion is THE solution for the future

BUT, SAFETY & COST issues

Lot of technical solutions (NMC, NCA, LFP, LCO...)

Lot of EXPENSIVE Developments

Lot of JV, partnerships etc...

PRIUS III NiMH PRIUS x - Li-ion

Volts 201.6 201.6

Cells 168 (28*6) 56

Capacity 6.5 Ah 3.8 Ah

Energy 1310 Wh 766 Wh

Weight 38 kg 25 kg

T°C Range + +

Cyclability + ++

Safety

Cost

26

TOYOTA NISSAN HONDA FORD MITSUBISHI BYD AUTO BOSCH CONTINENTAL JC

PANASONIC PEVE

NEC AESC

GSY JV (HEV) LEJ (EV)

SDI SB LiMotive

SAFT JV

BYD HEV, EV

ENAX Partner

MAGNA Partner

JOINT VENTURE & STRONG PARTNERSHIP



Tel.: + 33 1 47 78 46 00

[email protected]

LI-ION BATTERIES DEVELOPMENTS

Li-ion

TOYO

TA

NIS

SAN

HO

ND

A

GM

FOR

D

DA

IMLE

R

CH

RYS

LER

VW

MIT

SUB

ISH

I

HYU

ND

AI

BM

W

BYD

Au

to

PSA

SUB

AR

U

MA

ZDA

SUZU

KI

THIN

K

TESL

A

PIN

INFA

RIN

A

SAIC

FISK

ER

Sanyo HEV* Tesla PHEV*

PEVE

AESC (Nec-Nissan)

JC-SAFT HEV*

JV GSY - HONDA

A123 PHEV* HEV* HEV* HEV*

MBI EV*

LG PHEV* P-HEV*

LEJ (GSY-Mitsubishi)

LiMotive (SDI-BOSCH)HEV*

PHEV*PHEV* HEV* EV*

ENAX - CONTINENTAL

MAGNA

GAIA PHEV*

TOSHIBA

BYD

SK PHEV*

BATSCAP (BOLLORE-EDF)

OTHERSLiTecEnax

ACP/E-One

EnerdelACP/E-

One

27

* Not confirmed

HEV

P-HEV

EV



Tel.: + 33 1 47 78 46 00

[email protected]

NIMH VS. LI-ION:ENERGY & POWER COST

0

200

400

600

800

1000

1200

Battery Price in $/kWhPACK LEVEL

NiMH

Li-ion

0

5

10

15

20

25

30

HEV 2008

HEV 2015

Battery Price in $/kW PACK LEVEL

NiMH Li-ion

CELL level Vs. Pack level – Energy Vs. Power cost - Industrial Vs. Target pricing




Tel.: + 33 1 47 78 46 00

[email protected]

NIMH & LI-ION BATTERY FOR HEVMARKET FORECASTS (2002-2015)

0

50

100

150

200

250

300

350

400

Mill

ion

Un

its

NiMH & Li-ion cells sold per year, Million units, worldwide, 2002-2015

NiMH Li-ion

0

200

400

600

800

1000

1200

1400

1600

1800

$ U

S, M

illio

n

NiMH & Li-ion market for HEV, Million $US, worldwide, 2002-2015

NiMH Li-ion




Tel.: + 33 1 47 78 46 00

[email protected]

SHORT TERMHEV IMPACT ON NIMH BATTERY MARKET

0

500

1 000

1 500

2 000

2 500

M U

S$

NIMH Battery sales, M US$, Worldwide, 2000-2015

0

500

1 000

1 500

2 000

2 500

M U

S$

NiMH Battery sales, M US$, Worldwide, 2000-2015

HEV

Others

THE NIMH BATTERY MARKET IS

INCREASING THANKS TO HEV

IN 2015, 70% OF THE NIMH BATTERIES

WILL BE SOLD FOR HEV




Tel.: + 33 1 47 78 46 00

[email protected]

LI-ION PENETRATION IN VARIOUS DEVICESAVICENNE & OTHER ANALYSTS FORECAST

Cellular Phones(to = 1994) Portable PCs

(to = 1994)

Power Tools(to = 2004)

AVICENNE (1)

to=2010

AVICENNE(2)

to=2010

IIT(3)

(to=2009)

AAB(4)

(to=2009)

TIAX (5)

(to=2009)

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

Li-i

on

pen

etra

tio

n in

ele

ctro

nic

dev

ices

& H

EV

YEARS

(1) AVICENNE HEV Forecasts, march 09, Relevant scenario(2) AVICENNE HEV Forecasts, march 09, Li-ion Optimistic scenario(3) IIT, TAKESHITA, March 08, THE 25th INTERNATIONAL BATTERY SEMINAR & EXHIBIT, Slide 8 & March 2009, 26th Battery Seminar, Slide 5(4) AAB, Menahem ANDERMAN, Ph.D, Tampa, Florida, May 2008(5) TIAX, Brian BARNETT, Ph.D, Testifying Expert for University of Texas , March 2008



Tel.: + 33 1 47 78 46 00

[email protected]

LONG TERMHEV BATTERY FORECASTS

0%

10%

20%

30%

40%

50%

60%

70%

0

500

1 000

1 500

2 000

2 500

3 000

3 500

4 000

Nu

mb

er o

f H

EV s

old

wo

rld

wid

e (‘

00

0)

HEV market, million units, worldwide, 2005-2020

HEV (million)

% of Li-ion - Relevant Scenario

% of Li-ion - Optimistic Scenario

0%

5%

10%

15%

20%

25%

30%

35%

40%

0

500

1000

1500

2000

2500

% o

f Li

-io

n b

atte

ry in

HEV

M$

HEV battery market worldwide, million $2000-2020

NiMH

Li-ion

Penetration of Li-ion in HEV (%)

32





Tel.: + 33 1 47 78 46 00

[email protected]

LONG TERMEV, PHEV & HEV BATTERY FORECASTS

33

0

1000

2000

3000

4000

5000

6000

2005 2010 2015 2020

M U

S$

AUTOMOTIVE RECHARGEABLE BATTERY MARKET M US$, Worldwide, 2005-2020

(Pack level)

HEV P-HEV EV

-

1 000

2 000

3 000

4 000

5 000

6 000

7 000

8 000

2005 2008 2011 2014 2017 2020

M W

h

EV, HEV & P-HEV Battery needs (M Wh) 2005 - 2020

HEV P-HEV EV

Assumptions2 M HEV in 20153.5 M in 202035% Li-ion in 2020

0.1 M P-HEV in 20150.4 M in 2020100% Li-ion

16 000 EV in 201550 000 in 2020100% Li-ion



Tel.: + 33 1 47 78 46 00

[email protected]

LONG TERMEV, PHEV & HEV BATTERY FORECASTS

34

0

5000

10000

15000

20000

25000

2005 2010 2015 2020

M U

S$

AUTOMOTIVE RECHARGEABLE BATTERY MARKET M US$, Worldwide, 2005-2020

(Pack level)

HEV P-HEV EV

-

5 000

10 000

15 000

20 000

25 000

30 000

35 000

40 000

45 000

2005 2008 2011 2014 2017 2020

M W

h

EV, HEV & P-HEV Battery needs (M Wh) 2005 - 2020

HEV P-HEV EV

Assumptions2 M HEV in 20153.5 M in 202035% Li-ion in 2020

0.1 M P-HEV in 20150.4 M in 2020100% Li-ion

0,4 M EV in 20151,4 M in 2020100% Li-ion



Tel.: + 33 1 47 78 46 00

[email protected]

TAKEAWAYS

The Hybrid vehicle is the only mass market choice for electric traction cars today

Toyota opened this market and earn money with HEV models

The hybrid vehicles is now a niche market: in 2015 we believe more than 1.6 million Hybrid cars will be sold worldwide

The battery technology is today the NiMH, we don’t expect the Li-ion to be significant on the HEV mass market

P-HEV & EV will be powered by Li-ion

1 M EV represent roughly 10 B US $ for batteries or 20 MWh or 40 000 tones of cathode materials!

HEV, P-HEV & EV will change the gasoline dogma in the car Industry. In the next decade, we are expecting one of the world most important disruption in the car industry

Then, EV could change totally the battery market on a long term basis.

0

5000

10000

15000

20000

25000

2005 2010 2015 2020

M U

S$

RECHARGEABLE BATTERY MARKET M US$, Worldwide, 2005-2020

PACK LEVEL

HEV Batteries P-HEV BatteriesEV Batteries Others




Tel.: + 33 1 47 78 46 00

[email protected]

CONTACT

Christophe Pillot

Phone + 33 -1 - 47 78 46 00Fax + 33 - 1 - 47 78 46 01

[email protected] our Web Site : www.avicenne.com

SEE YOU IN CANNES NEXT OCTOBER 2009

www.batteriesevent.info


Documents

PRESENT AND FUTURE MARKET SITUATION FOR … market for EV batteries.pdfPRESENT AND FUTURE MARKET SITUATION ... HEV & PHEV segmentation 5. HEV market by competitor and by area 6