EV Batteries - Advanced Automotive Batteries in Light Duty and Commercial Medium and Heavy Duty EVs: Market Trends and Forecast, 2023-2032

Table of Contents

1. Executive Summary

• 1.1 Introduction
• 1.2 Market Forecasts

2. Market Issues

• 2.1 Battery Overview
• 2.2 Key Components
  • 2.2.1 Battery Pack
  • 2.2.2 Cells
  • 2.2.3 Temperature Control
• 2.3 Developing Technologies
  • 2.3.1 Anodes
  • 2.3.2 Sodium Ion
  • 2.3.3 Lithium Sulfur
  • 2.3.4 Solid-State
  • 2.3.5 Mixed Chemistry Hybrid Batteries
  • 2.3.6 Dry Coatings
• 2.4 Vehicle Classes

3. Market Trends

• 3.1 Battery Chemistry
• 3.2 Pack Configuration
• 3.3 Manufacturing Capacity
• 3.4 Market Drivers
  • 3.4.1 Increasing PEV Adoption, Boosted by ICE Bans and ZEV Mandates
  • 3.4.2 Growing Pack Sizes
  • 3.4.3 Investment in Innovation
• 3.5 Market Barriers
  • 3.5.1 Raw Material Sourcing
  • 3.5.2 Supply Chain Reorganization to Favor Localization
  • 3.5.3 Safety and Cost of Recalls
  • 3.5.4 Nascent State of Battery Recycling

4. Industry Value Chain

• 4.1 Pictorial Representation of the Value Chain
• 4.2 Competitive Landscape
  • 4.2.1 Business Model Evolution
    • 4.2.1.1 Geographic Intensity
    • 4.2.1.2 Vertical Integration

5. Market Forecasts

• 5.1 Forecast Methodology and Assumptions
• 5.2 Battery Pack Pricing
  • 5.2.1 Light Duty Plug-In EVs
  • 5.2.2 Medium and Heavy Duty Battery EVs
• 5.3 Manufacturing and Revenue Trends
  • 5.3.1 Advanced Battery Manufacturing
  • 5.3.2 Advanced Battery Revenue
  • 5.3.3 Battery Pack Size
• 5.4 Technology Breakdown
  • 5.4.1 Light Duty Vehicles
  • 5.4.2 Medium and Heavy Duty Vehicles

6. Conclusions and Recommendations

• 6.1 Three Big Takeaways
• 6.2 Recommendations
  • 6.2.1 Automakers
  • 6.2.2 Battery Suppliers
  • 6.2.3 Governments

7. Acronym and Abbreviation List

8. Table of Contents

9. Table of Charts and Figures

10. Scope of Study, Sources and Methodology, Notes

List of Tables

• LDV Sales by Region, World Markets: 2023-2032
• LD PEV Sales by Region, World Markets: 2023-2032
• LD BEV Sales by Region, World Markets: 2023-2032
• LD PHEV Sales by Region, World Markets: 2023-2032
• MHDV Sales by Region, World Markets: 2023-2032
• MHD BEV Sales by Region, World Markets: 2023-2032
• BEV Battery Pack Price by Vehicle Class, World Markets: 2023-2032
• LD BEV Market Share by Battery Technology, World Markets: 2023-2032
• MHD BEV Market Share by Battery Technology, World Markets: 2023-2032
• LD PEV Advanced Battery Manufacturing by Region, World Markets: 2023-2032
• LD BEV Advanced Battery Manufacturing by Region, World Markets: 2023-2032
• LD PHEV Advanced Battery Manufacturing by Region, World Markets: 2023-2032
• LD PEV Advanced Battery Revenue by Region, World Markets: 2023-2032
• LD BEV Advanced Battery Revenue by Region, World Markets: 2023-2032
• LD PHEV Advanced Battery Revenue by Region, World Markets: 2023-2032
• MHD BEV Advanced Battery Manufacturing by Region, World Markets: 2023-2032
• MHD BEV Advanced Battery Revenue by Region, World Markets: 2023-2032

EV Battery Chemistry Comparisons: 2023

Examples of Li-Ion Battery Chemistries by Battery Vendor and Vehicle OEM

Upcoming LD ZEV Sales Mandates by Year

Automaker Commitments to Full or Partial ZEV Sales by Year

List of Figures

• LD BEV Advanced Battery Revenue by Region, World Markets: 2023-2032
• LD BEV Battery Pack Price, World Markets: 2023-2032
• MHD BEV Battery Pack Price, World Markets: 2023-2032
• LD BEV Advanced Battery Manufacturing by Region, World Markets: 2023-2032
• MHD BEV Advanced Battery Manufacturing by Region, World Markets: 2023-2032
• LD PEV Advanced Battery Revenue by Region, World Markets: 2023-2032
• MHD BEV Advanced Battery Revenue by Region, World Markets: 2023-2032
• LD BEV Market Share by Battery Technology, World Markets: 2023-2032
• MHD BEV Market Share by Battery Technology, World Markets: 2023-2032

Advanced Automotive Battery Market Value Chain