This Guidehouse Insights report includes forecasts for light duty passenger EV and medium and heavy duty commercial EV battery pack prices, production volumes, and revenues. Forecast figures include regional segmentation of the world market. The topics examined include market trends, drivers, and barriers of the EV battery market, and market forecasts, which extend through 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