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Navigant Research ranks LG Chem as top automotive Li-ion battery manufacturer

Navigant automotive Li-ion Leaderboard. Source: Navigant Research. Click to enlarge.

In a new Leaderboard report, Navigant Research ranks LG Chem as the top vendor for automotive Li-ion batteries, looking at all types of vehicles with electrified drivetrains, including hybrid electric vehicles (HEVs), plug-in hybrid electric vehicles (PHEVs), and battery-electric vehicles (BEVs).

Navigant Research expects the Li-ion industry to produce 49 GWh of battery capacity for vehicles in 2020, a more than tenfold increase over 2013 production numbers. However, the market researcher notes, the vendor landscape within the Li-ion industry is still unsettled.

Some companies have built out their manufacturing capacity, yet have failed to garner large automotive contracts. Others have been more patient in constructing factories but are ready to make major strategic moves in that direction. Manufacturers that are able to reduce costs significantly while ensuring that safety and reliability standards are met will successfully tap into the world’s growing need for electric drivetrains. Most market players are jockeying for position in that future reality while trying to remain solvent today.

—Navigant Leaderboard report

Navigant rankings
1. LG Chem
2. JCI
4. Panasonic
5. Samsung SDI
6. SK Continental e-Motion
7. Hitachi
8. Toshiba
9. GS Yuasa
10. BYD

The Leaderboard Report examines the strategy and execution of 11 Li-ion battery vendors that are active in the electrified vehicle market and rates them on 13 criteria in two categories (strategy and execution), including: go-to-market strategy; systems integration; production strategy; safety engineering; chemistry performance; geographic reach; sales, marketing, and distribution; manufacturing and product performance; product portfolio; global alliances; chemistry safety profile; pricing; and corporate financial health.

Any company currently in bankruptcy proceedings was excluded, as was any company that provides cells for only one country’s markets and any company that does not sell into the automotive market was excluded. There are more than 100 Li-ion cell manufacturers in the world, but most concentrate their efforts in the consumer electronics space.

Navigant profiled, rated, and ranked the 11 with the goal of providing industry participants with an objective assessment of these companies’ relative strengths and weaknesses in the global electric vehicle battery market.

Only three companies attained Leader status in this Leaderboard (LG Chem, JCI and AESC). The largest group fell into the Contenders category, which signifies that a company has shown the required staying power in the market despite relatively slow growth. At the same time, a Contender must have significant financial reserves for future investment.

The third category consists of Challengers. These companies scored high enough to show that they have the capability to remain in the market as it develops and can potentially attain Leader status in the coming years. The Followers category consists of companies that scored in the lowest quartile and have significant concerns going forward on the direction of their strategy or their capability to execute. No companies fell into the Followers category in this Navigant Research Leaderboard Report.



It is expected that major break throughs in technology will continually take place over the next ten years. This will significantly affect who is the leader. On the other hand, those who have significant manufacturering capability are at a serious advantage for actual immplementation, and thus inventors may get their improvenments into real working product quickest by partnering with those that have the manufacturing. It's probably good that the feds invested a little money in battery manufacturing. Certainly not enough to make the US the true leader, but there are a couple of people in the game.

I think too that the market is turning up for batteries. The misinformation campaign against batteries and EV can only last so long before people wise up. Actually, it always surprises me how long it takes the average person to figure out they are being lied to on something. Even after they have figured out that the politicians and the press spin things over and over again in a dishonest way, the people, the average people, still fall for the new scams. Lies like EV batteries can blow up (no, gas tanks bnlow up every day), people have range anxiety (take a pill you hypochondriacs), EVs cost too much (you don't know how much they really cost until you really try to sell them), and my favorite, EVs are just as dirty as ICEs. I like that one the best of the lies because it is the fossil energy ICE car people saying they don't like EVs because they are not green. I think that defines insanity.


Warren Buffet rated BYD as the best investment in that field? Is it because BYD outproduce all others?


From my knowledge, neither LG nor JCI supplies batteries to Toyota or Tesla...or some GM EV and PHEVs. And they supply the most batteries to the market? Ahhh, am I missing something? With the number of vehicles out there, and the number of battery suppliers listed here, that just doesn't add up. I'm not sure if any specific numbers are given in the report, but it just doesn't seem right.
With the fact that EV forecast being way too optimistic, many battery suppliers have there facilities just sitting there producing nothing. That being said, what is the meaning of 'share' at this stage?


Suzuken73, you're correct. The Navigant report just doesn't seem right. See my recent article published just a few days ago on Seeking Alpha:

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