Automotive
BYD Reaches #2
- No surprises in the leadership, Panasonic is high above thanks to the continued success of battery-hungry Tesla, with VAG plug-ins compensating for the Toyota sales drop, here it's business as usual for Panasonic;
- BYD is on a never-ending growth trend, being the only manufacturer to significantly improve share (14% now vs 6% last year) in the ranking, all while tripling production YoY;
- LG Chem has stopped the bleeding, with the Volt II ramping up production and the New Gen batteries coming later in the year, it seems the future is once again bright for the South Korean manufacturer, but the question now is: "Will a reinvigorated LG be able to remove BYD from the Second Spot?";
- AESC, the joint venture between NEC and Nissan, continues to lose share (Down 12%(!) YoY), with the Leaf sales losing steam and with Nissan outsourcing batteries to LG in the future, the future is bleak for the Joint Venture;
- In a fast growing market, Lithium Energy Japan (GS Yuasa / Mitsubishi) sales have risen on a modest rate, hampered by the small battery volume each Outlander PHEV has;
- Samsung has a partnership with BMW and FIAT, and with both auto manufacturers plug-in sales improving, Samsung has beaten last year result by a large margin, albeit it wasn't enough to win market share.
- Epower is the first of a series of small chinese battery makers at the bottom of the ranking, with BPP in #8, Air Lithium (Kandi provider) in #9 and Wanxiang in #10, an interesting fact is that all of them have increased share regarding last year.
| Pl | Battery Makers | 2015 MWh | 2014 MWh | %'15 | % '14 |
| 1 | Panasonic | 4.552 | 2.726 | 38 | 38 |
| 2 3 | BYD LG Chem | 1.652 1.432 | 461 886 | 14 12 | 6 12 |
| 4 5 | AESC Mitsubishi/GS Yuasa | 1.272 600 | 1.620 451 | 11 5 | 23 6 |
| 6 | Samsung | 504 | 314 | 4 | 4 |
| 7 | Epower | 489 | N/A | 4 | N/A |
8 910 | Beijing Pride Power (BPP) Air Lithium (Lyoyang) Wanxiang | 397 283 268 | 121 N/A N/A | 3 2 2 | 2 N/A N/A |
| TOTAL | 12.289 | 7.167 |
