PRESENT AND FUTURE MARKET SITUATION FOR … and future market situation ... hev segmentation ev &...

PRESENT AND FUTURE MARKET SITUATION

FOR BATTERIES

Information for growth

Christophe PILLOT

[email protected]


1999 - > 2009

10101010/17171717

September 30th, 2009

Tel.: + 33 1 47 78 46 00

[email protected] 2009, Cannes, Septembre 2009

17171717/26262626


1999 -> 2009

0

200

400

600

800

1000

1200M of Cellular Phones sold

Li-ion

NiMH

0

20

40

60

80

100

120

140

160

180Million of Portable PC sold

Li-ion

NiMH

Tel.: + 33 1 47 78 46 00

[email protected]

1999 2009

3BATTERIES 2009, Cannes, Septembre 2009

1999 2009

0

0.5

1

1.5

2

2.5

3

3.5

1999 2009

Li-ion Prismatic cell price ($/Wh)

0

5000

10000

15000

20000

25000

30000

35000

40000

45000

1999 2009

Tons of Li-ion Cathode


OUTLINE

1. Worldwide Rechargeable battery market 2008/09

2. Battery market trends

Tel.: + 33 1 47 78 46 00

[email protected]

2. Battery market trends

3. EV, HEV & PHEV battery market

4. Forecasts by 2015 & 2020



WORLDWIDE RECHARGEABLE

BATTERY MARKET

4,000

5,000

6,000

Mill

ion

ce

lls

The worldwide rechargeable battery

market, Million cells, 1994-2009

6,000

7,000

8,000

9,000

10,000

Battery sales, M US$, Worldwide,

1994-2009

Tel.: + 33 1 47 78 46 00

[email protected]

0

1,000

2,000

3,000

Mill

ion

ce

lls

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


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

0

1,000

2,000

3,000

4,000

5,000

M U

S$

NiCd NiMH Li-ion Li-P


THE RECHARGEABLE BATTERY MARKET IN 2008

6,000

7,000

8,000

9,000

10,000

Battery sales, M US$, Worldwide, by application

2000-2009

HEVCellular

Phones

HEV

9%

Battery sales, M US$, Worldwide, by

application

2009 (Est.)

Tel.: + 33 1 47 78 46 00

[email protected]

0

1,000

2,000

3,000

4,000

5,000

6,000

M U

S$

HEV

Others

Power tools

Portable PCs

Cellular Phones


Phones

31%

Portable

PCs

28%

Power

tools

9%

Others

23%



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 SALES

5.1 Billions $ in 2008

CHINESE SALES

2.3 B$ in 2008

(07/08 growth : +10%)

80%

90%

Market share by country, %

Tel.: + 33 1 47 78 46 00

[email protected]

(07/08 growth : +13%) (07/08 growth : +10%)

REST OF THE WORLD

< 0.1 B$ in 2008

0%

10%

20%

30%

40%

50%

60%

70%

KOREAN SALES

1.8 B$ in 2008

(07/08 growth : +13%)




NICD IN 2009

MAIN APPLICATION: POWER TOOLS

Others

20%E-bike, e-scooters

13%

NiCd by application worldwide, % in value, 2009

� All the market segments are stable

or decreased a little except e-bike

which is increasing.

1 050 Million NiCd cells

725 M$

CAGR 2004/2009

-7% per year in volume

-8% per year in value

Tel.: + 33 1 47 78 46 00

[email protected]

Power Tools

49%

Household

devices

3%

Toys

7%

Security lighting

8%

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?




NIMH IN 2009

MAIN APPLICATION: HEV

Cordless

Phones

10%Others

NiMH battery by applications, worldwide, % in

value, 2009

1 100 M NiMH cells

1.3 B$

50%

60%

1,400

1,600

% o

f H

EV

ba

tte

ry in

NIM

H r

eve

nu

es

NiMH battery market worldwide in value

% for HEV application

CAGR 2004/2009

+5% per year in Volume

+10% per year in value

Tel.: + 33 1 47 78 46 00

[email protected]

10%

Retail: RC

cars,Toys,

Household,

DSC,

22%

HEV

57%

Others

11%

0%

10%

20%

30%

40%

50%

0

200

400

600

800

1,000

1,200

2000 2003 2006 2009 (Est.)

% o

f H

EV

ba

tte

ry in

NIM

H r

eve

nu

es

M$

Others HEV % of HEV in NiMH sales




LI-ION IN 2009

MAIN APPLICATION: CELLULAR, NOTEBOOK

7,000

8,000

Li-ion & Polymer Battery sales,

M$, Worldwide, 2000-2009

3 100 M Li-ion & Polymer cells

7 000 M$

CAGR 2004/2009:

+16% per year in volume

+11% per year in value

1,400

1,600

1,800

Li-ion & Polymer Battery sales,

M$, Worldwide, 2000-2009

Tel.: + 33 1 47 78 46 00

[email protected]

-

1,000

2,000

3,000

4,000

5,000

6,000

2000 2003 2006 2009 (Est)

M $

Cellular Phones Portable PCs Others


-

200

400

600

800

1,000

1,200

1,400

2000 2003 2006 2009 (Est.)

M $

Power tools Camcorders Digital camera MP3Games Others



BATTERY MAIN TRENDS

Economical trendsPrice decreases,

Investment,

Technical trendsNew technologies, higher

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]

Regulation trends Products banned,

cyclability, durability

New 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



NEW MATERIALS FOR HIGHER CAPACITY

OR LOWER PRICE

INCREASING ENERGY & POWER

NiMH:

Ni & Co LME PRICES

Tel.: + 33 1 47 78 46 00

[email protected]

Source: Ovonics, March 2008


SOURCE: LME, JUNE 2009

2003 2004 2005 2006 2007 2008 2009


BATTERY RAW MATERIALS MARKET – 2008

CATHODE

≈ 37 000 tons

Active Materials

ANODE

≈ 22 000 tons

active materials

LiCoO2LiMPO4

LiMn2O4

Li[NixMnyCoz]O2

NCM

Li[NixCozMnAl]O2

NCA

Graphite

Si

Sn

SiO2-Si

Tel.: + 33 1 47 78 46 00

[email protected]

ELECTROLYTE

≈ 12 500 tons

SEPARATORS

≈ 265 M m²

x z 2

NCA2

ASAHI

TONEN

CELGARD

UBE

ENTEK

UBE

CHIELMitsubishi

Tomiyama




CATHODE ACTIVE MATERIAL FOR LIB MARKET

IN 2008

Tel.: + 33 1 47 78 46 00




CATHODE ACTIVE MATERIAL MARKET IN 2008

Tel.: + 33 1 47 78 46 00




CATHODE ACTIVE MATERIAL MARKET IN 2008 LICOO2

Tel.: + 33 1 47 78 46 00





NMC

Tel.: + 33 1 47 78 46 00





NCA

Tel.: + 33 1 47 78 46 00





LiMn2O4

Tel.: + 33 1 47 78 46 00




ANODE ACTIVE MATERIAL MARKET IN 2008

Tel.: + 33 1 47 78 46 00




SEPARATOR FOR LIB MARKET IN 2008

Tel.: + 33 1 47 78 46 00




ELECTROLYTE FOR LIB MARKET IN 2008

Tel.: + 33 1 47 78 46 00




SAFETY ISSUE

Battery

MakersOEM

Battery

recallDate Cost

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

Sanyo Mitsubishi 1.3 M cells 12/06 35 M $

Sony

Dell, Apple,

Toshiba,

Lenovo,...

10 M Packs

65 M cells2006 430 M$

....................

�More & more incidents &

accidents

�All the battery makers and

the OEM are concerned

� Recall cost impact

Tel.: + 33 1 47 78 46 00

[email protected]

....................

-50%

-40%

-30%

-20%

-10%

0%

10%

20%

30%

2002

2003

2004

2005

2006

2007

2008

Operating profit/Revenue

RECALL SLASH BATTERY PROFITRECALL SLASH BATTERY PROFITRECALL SLASH BATTERY PROFITRECALL SLASH BATTERY PROFIT

Sanyo

MBI

BYD

SGS

Sony

NEC

Maxell

LGC

SDI

Average

� Recall cost impact

drastically the battery

business and the

profitability




PARAMETERS IMPACTING THE BATTERY MARKET

FORECATS

☺ Electronic devices market is

increasing

☺ Requiring more & more

energy

� SAFETY issues for both portable &

HEV Li-ion batteries

� Raw materials price increase: Ni for

NiMH & Co for Li-ion

� Less Investment

DRIVERS LIMITERS

Tel.: + 33 1 47 78 46 00

[email protected]

☺ Electronic devices usage is

increasing

☺ Electric Vehicle market is

increasing

☺ Government incentives (CO2

Emission, ...)

☺ Gasoline Prices

☺ New Diesel Hybrid in Europe

� Less Investment

� Profit are low even negative in case

of recall

� ASP will decrease

� Li-ion Next Step?

� HEV, P-HEV & EV market

� Gasoline price decrease (??)

� 8 to 10 years of battery life is

required

� Safety problems, accident, recall



WHY HEV?

80

100

120

Price of the WTI barrel of oil,

US $

CO2 density in the

atmosphere increase

60

70

80

90

Mill

ion

ba

rre

ls p

er

da

y

Petroleum consumption

worldwide 1960-2008

Tel.: + 33 1 47 78 46 00

[email protected]

Source :Energy Information Administration, US Government

0

20

40

60

US

$ /

ba

rre

l

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

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

Synthesis Report p38

26

0

10

20

30

40

50

Mill

ion

ba

rre

ls p

er

da

y



HEV SEGMENTATION

EV & HEV

MARKET

EV25 kWh

HEV0.6-2 kWh

batteries

MICRO MILD MEDIUM FULL

P HEV5 kWh

batteries

> 144 v

… - 14 v

14 – 42 v

42 – 144 v


HYBRID LEVELS:

Tel.: + 33 1 47 78 46 00

[email protected]

MICRO

HEV*

MILD

HEV

MEDIUM

HEV

FULL

HEV

CITROEN C3

TOYOTA VITZGM Saturn Vue

GM AURA

GM MALIBUHONDA ACCORD

HONDA CIVIC

INSIGHTMERCEDES S400

TOYOTA PRIUS

TOYOTA CAMRY

FORD ESCAPE

FORD FUSION

MILAN

GM YUKON

GM TAHOE

NISSAN ALTIMA


HEV

P-HEV

EV

27

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

BATTERIES 2009, Cannes, Septembre 2009


HEV MARKET

0.6%

0.7%

0.8%

0.9%

0.4

0.5

0.6

Mill

ion

HEV sold per year, M units, worldwide,

2000 - 2008

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

JAPAN

3.0%

3.5%

4.0%

Pe

ne

tra

tio

n o

f h

yb

rid

s in

th

e g

lob

ale

sa

les

Penetration of hybrids in the global sales,

2000-2008

Tel.: + 33 1 47 78 46 00

[email protected]

0.0%

0.1%

0.2%

0.3%

0.4%

0.5%

0

0.1

0.2

0.3

TOYOTA OTHERS %

28

USA

EUROPE

AVERAGE

WW

0.0%

0.5%

1.0%

1.5%

2.0%

2.5%

2000 2001 2002 2003 2004 2005 2006 2007 2008

Pe

ne

tra

tio

n o

f h

yb

rid

s in

th

e g

lob

ale

sa

les

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




HONDA

40

50

60

‘ 0

00

HE

V s

old

HEV sold per year, M units per car

manufacturers, 2000-2008

HEV WORLDWIDE IN 2008

Total HEV Vehicles:

More than 515 000 units in 2008

TOYOTA

300

350

400

450

500

‘ 0

00

HE

V s

old

HEV sold per year, M units per car

manufacturers, 2000-2008

Tel.: + 33 1 47 78 46 00

[email protected]

FORD

0

10

20

30

HONDA FORD GM NISSANSOURCE : TOYOTA, HONDA, GM, FORD, CHRYSLER

29

HONDA

FORD0

50

100

150

200

250

300

TOYOTA HONDA FORD

GM NISSAN


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


HEV WORLDWIDE IN 2008

USA

0.25

0.30

0.35

0.40

Mill

ion

HEV sold per year, M units per country,

2000-2008Total HEV Vehicles:

More than 515 000 units in 2008

Tel.: + 33 1 47 78 46 00

[email protected]

JAPANEUROPE

OTHERS

0.00

0.05

0.10

0.15

0.20

USA JAPAN EUROPE OTHERS





HEV FORECASTS UP TO 2015

6

7

8

9

Nu

mb

er

of

HE

V 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)

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

10%

12%

14%

16%

Pe

ne

tra

tio

n o

f h

yb

rid

s in

th

e g

lob

ale

sa

les

Penetration of hybrids (2) in the global sales,

2000-2015

USA

JAPAN

EUROPE

AVERAGE WW

Tel.: + 33 1 47 78 46 00

[email protected]

0

1

2

3

4

5

6

2005 2007 2009 2011 2013 2015

Nu

mb

er

of

HE

V s

old

wo

rld

wid

e (

Mill

ion

)

Freedonia (Dec 07)

Freedonia Dec 06

Deutsche Bank (June

2008)

Toyota, 2008

BOSCH (September

2008)

Sanyo

TIAX (B. Barnett,

march 2008)

31

(2) HEV & hybrid excluding micro hybrids

(1) Assumptions:

- 76 M vehicle sold WW in 2015

- 2.8% Hybrids

0%

2%

4%

6%

8%

10%

2000 2002 2004 2006 2008 2010 2012 2014

Pe

ne

tra

tio

n o

f h

yb

rid

s in

th

e g

lob

ale

sa

les




NIMH BATTERY DEVELOPMENTS

0

50

100

150

200

250

Capacity (mAh) for NiMH cell -Index 100 in

1996

NiMH Capacity is increasing Exemple of AA NiMH

(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

Tel.: + 33 1 47 78 46 00

[email protected]

Capacity (mAh) for NiMH cell

0

20

40

60

80

100

120

NiMH Cost per kWh -Index 100 in 1996

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

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




NIMH BATTERIES FOR HEV IN 2008

PEVE SANYO MBI COBASYS JCS

PR

OD

UC

TIO

N

TOYOTA �

LEXUS �

HONDA � �

Thanks to TOYOTA, Panasonic EV, got more than 85% of the HEV battery market

and a large know-how

Tel.: + 33 1 47 78 46 00

[email protected]

PR

OD

UC

TIO

N

FORD �

NISSAN �

GM � �

CHRYSLER �

DE

VE

LOP

ME

NT VW �

DAIMLER �

BMW �

PSA �

CHERY �

33

� Supply -� Development




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

Tel.: + 33 1 47 78 46 00

[email protected]

Cost

34

TOYOTA NISSAN HONDA FORD MITSUBISHI BYD AUTO BOSCH DAIMLER JC

PANASONIC PEVE

NEC AESC

GSY JV (HEV) LEJ (EV)

SDI SB LiMotive

SAFT JV

BYD HEV, EV

EVONIK - Litec JV

MAGNA Partner

JOINT VENTURE & STRONG PARTNERSHIP



LI-ION BATTERIES DEVELOPMENTS* Not confirmed

HEV

P-HEV

EV

Li-ion

TOYO

TA

NIS

SAN

HO

ND

A

GM

FOR

D

DA

IMLE

R

CH

RY

SLE

R

VW

MIT

SUB

ISH

I

HY

UN

DA

I

BM

W

BY

D A

uto

PSA

SUB

AR

U

MA

ZD

A

SUZ

UK

I

TH

INK

TE

SLA

PIN

INFA

RIN

A

SAIC

FISK

ER

SanyoHE

V*Tesla PHEV*

PEVE

AESC (Nec-Nissan)

JC-SAFT HEV*

JV GSY - HONDA

A123 PHEV* HEV* HEV* HEV*

Tel.: + 33 1 47 78 46 00


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*

HITACHI

BATSCAP (BOLLORE-EDF)

OTHERSLiTec

Enax

ACP/E

-OneEnerdel

ACP/E-

One


NIMH VS. LI-ION:

ENERGY & POWER COST

800

1000

1200

Battery Price in $/kWh

PACK LEVEL

NiMH

Li-ion

20

25

30

Battery Price in $/kW

PACK LEVEL

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

Tel.: + 33 1 47 78 46 00

[email protected]

0

200

400

600

800

0

5

10

15

20

HEV

2008

HEV

2015

NiMH Li-ion




NIMH & LI-ION BATTERY FOR HEV

MARKET FORECASTS (2002-2015)

1200

1400

1600

1800

2000

$ U

S,

Mil

lio

n

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

worldwide, 2002-2015

Tel.: + 33 1 47 78 46 00

[email protected]

0

200

400

600

800

1000

1200

$ U

S,

Mil

lio

n

NiMH Li-ion




SHORT TERM

HEV IMPACT ON NIMH BATTERY MARKET

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




LI-ION PENETRATION IN VARIOUS DEVICES

AVICENNE & OTHER ANALYSTS FORECAST

Cellular Phones(to = 1994)

Portable PCs

(to = 1994)

Power Tools

(to = 2004)

AVICENNE(2)

to=2009

IIT(3)

(to=2009)

TIAX (5)

(to=2009)50%

60%

70%

80%

90%

100%

ion

pe

ne

tra

tio

n in

ele

ctro

nic

de

vice

s &

HE

V

Tel.: + 33 1 47 78 46 00

[email protected]

AVICENNE (1)

to=2009

AAB(4)

(to=2009)

0%

10%

20%

30%

40%

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

Li-i

on

pe

ne

tra

tio

n in

ele

ctro

nic

de

vice

s &

HE

V

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



LONG TERM

HEV BATTERY FORECASTS

40%

50%

60%

70%

2,000

2,500

3,000

3,500

4,000

Nu

mb

er

of

HE

V s

old

wo

rld

wid

e (

‘00

0)

HEV market, million units, worldwide,

2005-2020

25%

30%

35%

40%

1500

2000

2500

ion

ba

tte

ry in

HE

V

M$

HEV battery market worldwide, million $

2000-2020

Tel.: + 33 1 47 78 46 00

[email protected]

0%

10%

20%

30%

0

500

1,000

1,500

2,000

Nu

mb

er

of

HE

V s

old

wo

rld

wid

e (

‘00

0)

HEV (million)

% of Li-ion - Relevant Scenario

% of Li-ion - Optimistic Scenario

0%

5%

10%

15%

20%

0

500

1000

% o

f Li

-io

n b

att

ery

in H

EV

M$

NiMH

Li-ion

Penetration of Li-ion in HEV (%)

40





LONG TERM

EV, PHEV & HEV BATTERY FORECASTS

5000

6000

AUTOMOTIVE RECHARGEABLE BATTERY

MARKET M US$, Worldwide, 2005-2020(Pack level)

7,000

8,000

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

2005 - 2020

Assumptions2 M HEV in 2015

3.5 M in 2020

35% Li-ion in 2020

0.1 M P-HEV in 2015

0.4 M in 2020

100% Li-ion

16 000 EV in 2015

50 000 in 2020

100% Li-ion

Tel.: + 33 1 47 78 46 00

[email protected]

0

1000

2000

3000

4000

2005 2010 2015 2020

M U

S$

-

1,000

2,000

3,000

4,000

5,000

6,000

2005 2008 2011 2014 2017 2020

M W

h

EV

25 kWh

P-HEV

5 kWh

HEV

1,5 kWh



LONG TERM

EV, PHEV & HEV BATTERY FORECASTS

20000

25000

AUTOMOTIVE RECHARGEABLE BATTERY

MARKET M US$, Worldwide, 2005-2020(Pack level)

40,000

45,000

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

2005 - 2020

Assumptions2 M HEV in 2015

3.5 M in 2020

35% Li-ion in 2020

0.1 M P-HEV in 2015

0.4 M in 2020

100% Li-ion

0,4 M EV in 2015

1,4 M in 2020100% Li-ion

Tel.: + 33 1 47 78 46 00

[email protected]

0

5000

10000

15000

20000

2005 2010 2015 2020

M U

S$

HEV P-HEV EV

-

5,000

10,000

15,000

20,000

25,000

30,000

35,000

2005 2008 2011 2014 2017 2020

M W

h

HEV P-HEV EV



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 2,1 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 15000

20000

25000

M U

S$

RECHARGEABLE BATTERY MARKET M US$,

Worldwide, 2005-2020PACK LEVEL

25000

30000

35000

40000

M U

S$

RECHARGEABLE BATTERY MARKET M US$,

Worldwide, 2005-2020

PACK LEVEL

Assumption: 1,4 M EV in 2020

Tel.: + 33 1 47 78 46 00

[email protected]

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 20 000 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

2005 2010 2015 2020

M U

S$

HEV Batteries P-HEV BatteriesEV Batteries Others



0

5000

10000

15000

20000

25000

2005 2010 2015 2020

M U

S$

HEV Batteries P-HEV Batteries EV Batteries Others


CONTACT

Christophe Pillot

Phone + 33 -1 - 47 78 46 00

Fax + 33 - 1 - 47 78 46 01

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

Tel.: + 33 1 47 78 46 00


www.batteriesevent.info

PRESENT AND FUTURE MARKET SITUATION FOR … and future market situation ... hev segmentation ev &...

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