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Automotive Battery Market and AESC’s Strategy and LIB Battery Development Competition
Regarding the shift to EVs and changes in the storage battery value chain, the effective use of batteries as the primary power source for EVs will play a major role in the spread of EVs.
Furthermore, business opportunities centered on storage batteries themselves, including various new business models, are becoming apparent. However, there are many challenges in terms of resource constraints, economic rationality, and regulations. In light of recent environmental changes and changes in the speed of EV diffusion, we will discuss the recent status of EVs and the opportunities and challenges related to storage batteries.
As the EV shift as the outlook and background of the storage battery market, changes in business models and the role of batteries in the shift to EVs and the expansion of the storage battery market and related businesses. In particular, the expansion of the storage battery-related value chain is a challenge for the expansion of the storage battery business.
Toward sustainable production of lithium-ion rechargeable batteries, we will focus on the trends and future prospects of the battery market, focusing on the need to reduce environmental impact and sustainable production throughout the battery life cycle, and explore the path to achieving a circular economy in light of the latest recycling technologies and industry trends. The latest recycling technologies and industry trends will be taken into account to explore the path to the realization of a circular economy.
In terms of battery trends from the global market, the competition in the development of Li-ion batteries for EVs is undergoing technological innovation by Tesla, CATL, and BYD, as well as the evolution of cells, packs, and materials.
The EV market is expanding rapidly and is expected to continue growing over the medium to long term. The driving force is the reduction of battery and EV costs by Chinese manufacturers such as CATL and BYD, and by Tesla in the US. At the same time, battery manufacturers around the world are engaged in fierce competition to develop new technologies, and advances are being made at the cell, pack, and material levels.
This report introduces the structure of lithium-ion batteries, recent advances in materials, cell, and pack technologies, and the major players. It will also provide an overview of next-generation technologies that could be game changers.
Possible game changers include technological innovation of Li-ion batteries for EVs and evolution of battery pack technology for EVs, evolution of battery cell technology for EVs, and evolution of battery materials and process technology. Which will be the game changers? All solid-state batteries, for example.
There are a variety of players in the world, from start-ups to battery and EV manufacturers, as well as a diverse range of material systems from oxides to halides.
As a new path for OEMs around the world and trends in governments after the collapse of the BEV bubble, we will examine the debate over whether or not the BEV bubble has collapsed, and then read about the thoughts and trends of governments around the world as they review the unrealistic 2035 CO2 emission regulations milestone.
On the other hand, we will also discuss the business strategy reviews of major automakers that have fallen into financial difficulties by steering too sharply to the BEV business, as well as the restructuring situation and possible chain of events that have begun to be discussed at Honda and Nissan. In addition, amidst these changes in the environment, we will explain the major latest technological trends in the technological areas that are now attracting attention (SDV/auto-driving, innovative batteries, return to engines, CN fuel, etc.) and discuss the world after 2025.
We would like to look ahead to a new path for the global automotive industry in 2025 and beyond. Specific factors include the following.
The actual collapse of the BEV bubble and the review of policies in various countries. SDV/automated driving (V2X, MaaS) from the latest automotive technology trends such as major automakers’ strategy review and moves toward restructuring, SDV/automated driving, innovative batteries, and engine return. While there are innovative batteries based on all-solid-state batteries, the return to engines based on DHE and CN fuel is also on the horizon.
A new path for the global automotive industry based on these trends is required.