Battery Makers - March 2015 (Updated)

Automotive

LG Sinks Edition 

- The leader Panasonic profits with the continuing success of Tesla, and with the Volkswagen demand now kicking in, 2015 has seen its share grow, so it all points to another great year for Panasonic;

- AESC, the joint venture between NEC and Nissan, continues to lose share (36% in '12, 28% in '13 and 23% in '14 and 17% now), with the Leaf sales losing a bit of ground and with Nissan outsourcing batteries to LG in the future, it looks that the market share will keep on going down;

- BYD's star continues to shine, with the Qin propelling sales, their batteries continue to win share, from 6% last year to the current 9%, while surpassing LG at the same time, now with the AESC giant in its sights, BYD counts with the Tang SUV to continue to outrun the market, win even more market share and maybe reach #2; 

- Samsung has a partnership with BMW and FIAT, and with both auto manufacturers plug-in sales improving, Samsung is experiencing a sales growth and climbing the ladder, it's now #4 with 7% share. 

 - Lithium Energy Japan (GS Yuasa / Mitsubishi), benefits from the success from the Outlander PHEV, but the 12kWh battery only can do so much to help improve sales;

- LG Chem has been losing share for a long time, and now it has lost three positions, but with a new Chevy Volt coming along and the New Gen batteries coming in 2016, it's time to limit the losses;

- Wanxiang, is the first of a series of small battery makers, it is now #7 with 3% share (Up from #11 and 1%), thanks to the success of the Zotye E20, but there are others, like BPP in #8 (BAIC provider), Tianneng in #9 (Chery provider) and german ACCUmotive in #10, this last one thanks to the Smart ED sales. 

Pl	Battery Makers	1Q '15 MWh	2014 MWh	%15	%'14
1	Panasonic	888	2.726	41	38
2	AESC	361	1.620	17	23
3 4	BYD Samsung	196 142	461 314	9 7	6 4
5	Mitsubishi/GS Yuasa	135	451	6	6
6	LG Chem	114	886	5	12
7 8 9 10	Wanxiang Beijing Pride Power (BPP) Tianneng ACCUmotive	62 47 38 22	N/A 121 77 N/A	3 2 2 1	N/A 2 1 N/A
	TOTAL	2.185	7.167

Automotive