AAA weekly

2022-03-18

Copyright FOURIN, Inc. 2024

Foreign Automakers’ Battery Procurement Trends in China

This report includes information on the following topics:
  • China
  • drive batteries
  • automobiles
  • procurement
  • core components
  • the Chinese EV market
  • electrification
  • battery cells
  • battery packs
  • Chinese automakers
  • European automakers
  • local production capacity
  • foreign automakers
  • CATL (China)
  • new battery factory
  • VW Anhui Components
  • wholly-owned subsidiary
  • Volkswagen Automatic Transmission (Tianjin)
  • drive battery manufacturing
  • battery recycling
  • cascading reuse of batteries
  • expansion of battery production capacity
  • VW (China)
  • drive battery plant in Hefei city, Anhui province
  • investment plans by 2025
  • construction of factories and related facilities
  • annual production capacity of new factory
  • MEB platform-based BEVs
  • Volkswagen (Anhui) Automotive
  • SAIC VW
  • Changsha plant in Hunan province
  • annual production capacity
  • expansion of production capacity
  • business alliance
  • Gotion High Tech
  • Hefei Gotion High Tech Power Energy
  • partnership agreement
  • battery cell development
  • mass-production models
  • fundraising plans
  • transfer of shares
  • Brilliance BMW’s powertrain plant
  • battery cell coating lines
  • module lines
  • assembly lines
  • NEV drive batteries demand fulfillment
  • BMW
  • Sinochem International
  • Yangzhou city, Jiangsu province
  • intermediates
  • polymer additives
  • natural rubber
  • four-phase construction of new plant
  • annual production capacity of battery modules and packs
  • March 2022
  • BMW i3
  • battery procurement
  • drive battery contracts
  • Eve Energy (China)
  • Samsung SDI (South Korea)
  • Northvolt AB (Sweden)
  • Mercedes-Benz Group
  • EVA2
  • Zhenjiang Plant of Farasis
  • Beijing Benz
  • Mercedes-Benz EQE EV sedan
  • Taiwanese solid-state battery maker Prologium
  • 2025 solid-state battery installation in passenger vehicles
  • SAIC-GM
  • Shanghai
  • MHEV
  • PHEV
  • BEV
  • Ultium battery system
  • Ford
  • Mustang Mach-E
  • BYD's NMC (nickel-manganese-cobalt) battery
  • Tesla
  • LG Chem's NCMA batteries
  • Tesla’s Shanghai plant
  • nickel cathode
  • reduction of cobalt use
  • cruising range improvement
  • NMC 811 battery
  • four-year continuous supply contract
  • Jiangxi Ganfeng Lithium
  • lithium hydroxide products
  • Nissan Motor
  • drive battery plant in Ibaraki prefecture, Japan
  • Chinese battery maker Envision AESC
  • e-POWER
  • Sylphy
  • Sunwoda Electronic
  • Toyota Motor
  • battery procurement plan until 2030
  • FinDreams Battery
  • BYD
  • bZ4X
  • FAW Toyota
  • Honda Motor
  • Honda's president, Mibe Toshihiro
  • Mazda
  • CX-30 EV
  • Chang'an Mazda
  • NMC battery

Since drive batteries are core components of electric vehicles, they are gaining increasing attention against the backdrop of the rapid growth of the Chinese electric vehicle market. Looking at trends related to electrification parts (cells and packs) in China, there are many cases in which European automakers are increasing their local production capacity of drive batteries. Meanwhile, foreign automakers are increasingly procuring parts from Chinese automakers including CATL.

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