Who will be the battery cells suppliers in Europe in 2030?
- 詳細
Who will be the battery cells suppliers in Europe in 2030?
- In 2022 in Europe, the number of battery cells producers for passenger cars (PCs) is still very limited, with 4 carmakers in 3 countries.
The largest battery producer in Europe is currently LG CHEM, whose production in Poland is expected to reach 65 gWh in 2022. Next come Samsung SD (30 gWh) in second position and SK Innovations (17.5 gWh) in third position, which both produce in Hungary. Envision AESC (1.9 gWh) is fourth with its production located in Great Britain. By analyzing the announcements of producers, however, the situation should change in 2030. Envision AESC could become the largest producer of cells for passenger cars with capacities at 99 gWh, followed by ACC and Northvolt. New factories are under construction or planned, in particular in Germany, which could become the largest producing country in Europe with in particular the projects of ACC (Kaiserslaurten), VW (Salzgitter), CATL (Erfurt), SVOLT (Überherm /Saarlouis) or Varta (Ellwangen). Note that CATL's recent announcement of a second plant in Hungary has not been taken into account, waiting for more precise information.
The largest battery producer in Europe is currently LG CHEM, whose production in Poland is expected to reach 65 gWh in 2022. Next come Samsung SD (30 gWh) in second position and SK Innovations (17.5 gWh) in third position, which both produce in Hungary. Envision AESC (1.9 gWh) is fourth with its production located in Great Britain. By analyzing the announcements of producers, however, the situation should change in 2030. Envision AESC could become the largest producer of cells for passenger cars with capacities at 99 gWh, followed by ACC and Northvolt. New factories are under construction or planned, in particular in Germany, which could become the largest producing country in Europe with in particular the projects of ACC (Kaiserslaurten), VW (Salzgitter), CATL (Erfurt), SVOLT (Überherm /Saarlouis) or Varta (Ellwangen). Note that CATL's recent announcement of a second plant in Hungary has not been taken into account, waiting for more precise information.
- However, we must be careful with these announcements since some projects may evolve. For example, the project for a Farasis factory in Bitterfeld-Wolfen has been cancelled. Similarly, Tesla's Berlin factory project could also be abandoned in favor of a factory in the USA, to take advantage of the Biden administration's future plan which would promote local production of BEVs and batteries. However at this stage nothing has been confirmed.
- In general, the announcements of battery production capacities in Europe by producers by 2030 raise questions. Indeed, according to Inovev's forecasts, the demand for battery cells for BEVs and PHEVs should be around 350 gWh while the announced capacities are around 665 gWh (minimum scenario). We would find ourselves in this case with overcapacities of almost 50%. What will we do with this excess production capacity? Export them? Assign them to other applications? Reduce them?
Contact us: info@inovev.com
The Brazilian market (PC + LCV) increased by 14.6% in 2018
- 詳細
The Brazilian market (PC + LCV) increased by 14.6% in 2018
- The Brazilian car market (PV + LCV) increased by 14.6% in 2018, to 2.57 million units against 2.24 million in 2017, which had already recorded a 9.4% increase over 2016.
- The reboot of the Brazilian market has therefore intensified in 2018, after the fall in sales that affected the market between 2013 and 2016, due to very poor economic conditions. In 2016, the Brazilian market fell to 2 million units, compared to nearly 4 million in 2012. Inovev expects a market of 2.8 million in 2019 and 3 million in 2020.
- The evolution of the Brazilian market is very different from that of the Argentinian and Mexican markets which are down in 2018. All major manufacturers (except PSA) have benefited from this uptrend.
- It should be noted that the gap between the first three manufacturers present in Brazil narrowed last year. The GM group remains narrowly the market leader, with a 16.9% market share, ahead of the Fiat-Chrysler (16.8%) and Volkswagen (15.9%) groups. The latter has made the most progress in 2018.
- Distinctly behind, as they arrived later on this market, the Renault-Nissan (12.2%), Ford (9.2%), Hyundai-Kia (8.4%), Toyota (7.8%) and Honda groups (5.1%) are ahead of the Premium manufacturers and PSA. The latter has even experienced a sales decline.
- Sedans remain in the majority on the Brazilian market (61% of the market, against 25% for SUVs).
Contact us: info@inovev.com
続きを読む... The Brazilian market (PC + LCV) increased by 14.6% in 2018
Inovev expects between 10,000 and 15,000 units a year from the new Toyota Supra
- 詳細
Inovev expects between 10,000 and 15,000 units a year from the new Toyota Supra
- Toyota relaunches the name Supra (abandoned in 2002) on a new generation of coupe that shares a platform with the recent BMW Z4 (which only exists in cabriolet version).
- Both models are manufactured in the same factory, that of Magna-Steyr which is located in Graz in Austria. This is the first time a Toyota model will be manufactured on this site.
- While the BMW Z4 is available in two different engines, a 4-cylinder 2.0l (185hp / 245hp) and a 6-cylinder 3.0 l(340hp), the Toyota Supra will only have a 340 hp 6-cylinder 3.0 l engine.
- The Toyota Supra is 4,38m long, 1,85m wide and 1,29m high, which means it is longer, wider and as low as the GT86 Toyota coupe, which is derived from the Subaru BRZ, a lower range segment coupe.
- According to Toyota, the style of the new Supra was inspired by the famous Toyota 2000 GT marketed in the late 60s.
- Toyota expects to start sales of the Supra in the summer of 2019, and nearly 1,000 units are expected to be sold on the European continent in its first year of commercialization. Its main markets should therefore be China and the United States. Inovev forecasts that between 10,000 and 15,000 Supra will be sold each year. Its competitors in Europe are mainly the Porsche Cayman and Renault Alpine.
Contact us: info@inovev.com
続きを読む... Inovev expects between 10,000 and 15,000 units a year from the new Toyota Supra
Inovev expects 75,000 new Opel Vivaro SUV per year
- 詳細
Inovev expects 75,000 new Opel Vivaro SUV per year
- Previously based on the Renault Trafic, following former agreements signed between Renault and the GM Group, the Opel Vivaro changes completely in 2019. It now takes the platform, engines and body of Citroën Jumpy, Peugeot Expert and Toyota ProAce, following the acquisition of Opel by the PSA group. The front of the new Opel Vivaro has been customized to differentiate it from the other PSA group SUVs sharing the same base.
- The new Opel Vivaro will continue to be manufactured on the Opel-Vauxhall site in Luton, since this site was taken over by PSA during the acquisition of Opel, but some versions that were manufactured on the Renault Sandouville site will be discontinued.
- The Luton site, with a production capacity of 100,000 vehicles per year, should be able to manufacture 75,000 Vivaro each year according to Inovev, to which should be added 15,000 Citroën Jumpy and Peugeot Expert for the UK market.
- Since 2013, Opel Vivaro sales have benefited from the growth of the European market for light commercial vehicles. They practically doubled between 2012 and 2018, from 40,000 to 75,000 units.
- The new Opel Vivaro is equipped with 1.6l and 2.0l diesel engines used by the Citroën Jumpy, Peugeot Expert and Toyota ProAce, and like them, it should soon adopt an electric motorization.
Contact us: info@inovev.com
The Japanese market (PC + LCV) was stable in 2018 (+ 0.7%)
- 詳細
The Japanese market (PC + LCV) was stable in 2018 (+ 0.7%)
- The Japanese car market (PC + LCV) was almost stable in 2018, having registered a very modest increase of 0.7%, to 5.27 million units, against 5.23 million in 2017.
- Since 2012, a year after the violent tsunami that disrupted the entire Japanese auto industry, the Japanese market has remained stable at around 5.0 / 5.4 million units, a level far removed from that recorded in the 1990s, which far exceeded 6 million units a year (and even 7 million between 1989 and 1991).
- Several reasons can explain the low level of the Japanese market, structural reasons (aging of the population and declining demographics, the very high density of big cities, the decreasing interest of young people for cars), but also short-term reasons such as a stagnant economy, relative to the rise of China and Korea.
- Under these conditions, Japanese manufacturers’ sales have all shrunk on the Japanese market. The Toyota Group remains the largest manufacturer in Japan, with a market share of 43.3% in 2018 (including 30% for Toyota-Lexus brands), ahead of Honda (14.2%), Suzuki (13.6%) %), Nissan (11.7%), Mazda (4.2%), Subaru (2.8%) and Mitsubishi (2.0%). For 2019, due to a slowdown in global economic growth, Inovev expects a decline in the Japanese market of around 3%, which means a drop to 5.1 million units.
Contact us: info@inovev.com
続きを読む... The Japanese market (PC + LCV) was stable in 2018 (+ 0.7%)