Batteries December 2015

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.

China is Rising...

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 9 10	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

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Norway January 2016

BMW i3 and Renault Zoe Shine Edition

The general performance of the Norwegian EV market continues to amaze, there were 2.889 EV's sold, up 29% YoY, with the EV Share shooting to 26%, an interesting fact is that PHEV's continue to win share, now at 27% vs 25% in 2015 and only 10% in '14. Maybe the fact that many charging points becoming overcrowded might have something to do with this...
  

Looking at the models ranking, the e-Golf stayed in the lead for the tenth consecutive month, with the BMW i3 in Second (294 units) and Leaf ending in Third, a rather disappointing month, selling 284 units, down 25 on the 309 registered in January '15.

The Renault Zoe sold a surprising 197 units, up 150% YoY, which confirms that the french hatch has reached its full sales potential and is ready to go head-to-head with its B-Segment nemesis, the i3.

Final mention for the good reception of the BMW X5 40e (119 sales) and Volvo XC90 T8 (104), endangering the long rule of the Outlander PHEV (121) in SUV-land.

Looking at EV's in the general ranking, besides the usual lead of the e-Golf, the BMW i3 (#5) and Renault Zoe (#15) deserve a mention, with only the Toyota Yaris (#3, with 317 units) outselling them in the subcompact car class.

If we add the Leaf (#6 overall, #3 in C-Segment, behind the Toyota Auris) and the A3 e-Tron (#16 overall #4 in the C-Segment), to the three above mentioned, we have five plug-ins in the Norwegian Top 20!

Looking at the manufacturers ranking, Volkswagen (31%) continues in the lead, followed at a distance by BMW (14%) and Nissan (12%).

Pl	Norway	Jan.	YTD	%	'15Pl
1	Volkswagen e-Golf	629	629	22	1
2	BMW i3	294	294	10	5
3	Nissan Leaf	284	284	10	3
4	Renault Zoe	197	197	9	8
5	Audi A3 e-Tron	191	191	6	7
6	Volkswagen e-Up!	141	141	6	9
7	Mitsubishi Outlander PHEV	121	121	5	4
8	BMW X5 40e PHEV	119	119	4	19
9	Volvo V60 Plug-In	115	115	4	12
10 11	Tesla Model S Volvo XC90 T8 PHEV	105 104	105 104	4 3	2 N/A
12	Mercedes C350e	94	94	3	22
13 14 15 16 17 18 19 20 21 22 23 24 25 25 27 27 29 29 31	Mercedes B250e Nissan e-NV200 / Evalia Volkswagen Golf GTE Kia Soul EV e) Peugeot iOn Citröen C-Zero Renault Kangoo ZE Porsche Cayenne Plug-In Mercedes GLE500e Volkswagen Passat GTE Peugeot Partner EV BMW i8 Mitsubishi I-Miev Smart Fortwo ED Ford Focus Electric Porsche Panamera Plug-In Mercedes S500e Toyota Prius Plug-In Citröen Berlingo EV	92 77 66 50 45 33 31 27 24 18 7 6 4 4 3 3 2 2 1	92 77 66 50 45 33 31 27 24 18 7 6 4 4 3 3 2 2 1	3 2 2 2 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0	10 14 6 11 13 16 17 24 27 20 18 25 15 21 26 N/A 30 28 23
	TOTAL	2.889	2.889	100

e) Estimate

Source: ofvas.no, elbil.no

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