全球鋰離子電池產業(yè)市場調研和分析報告（英文版）-2024年1月上傳培訓課件

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TRENDSLithium-ionbatteriesworldwideCHAPTER

01OverviewInstalledcapacityofelectrochemicalenergystorageprojectsworldwidein2022,byleadingcountry(inmegawatts)Globalinstalledbaseofbattery-basedenergystorageprojects2022,bymaincountryCapacityinmegawatts4,00001,0002,0003,0005,0006,0007,0008,0008,0009,000UnitedStatesUnitedKingdomChina2,3001,900Australia800773GermanySouthKoreaJapan514492France350Ireland314271Philippines4Description:TheUnitedStateswastheleadingcountryforbattery-basedenergystorageprojectsin2022,withapproximatelyeightgigawattsofinstalledcapacityasofthatyear.Thelithium-ionbatteryenergystorageprojectofMorroBaywasthelargestelectrochemicalpowerstorageprojectinthecountryin2023.ReadmoreNote(s):Worldwide;2022Source(s):PTRCapacityofelectrochemicalenergystorageprojectsinthepipelineworldwidein2022,byleadingcountry(inmegawatts)Capacityofplannedbatteryenergystorageprojectsworldwide2022,byselectcountryCapacityinmegawatts05001,0001,5002,0002,5003,0003,0113,500ItalyAustralia2,749UnitedStatesIndia2,6922,000Canada2,0001,995UnitedKingdomGermany1,4005Description:TheEuropeancountryItalyhadoverthreegigawattsofbattery-basedenergystorageprojectsinthepipelineasof2022.AustraliaandtheUnitedStates,whichaccountedforthelargestelectrochemicalenergystoragecapacityworldwideasofthatyear,followedwithapproximately2.7gigawattsofbatterypowerstorageprojectsplannedorunderconstructioneach.ReadmoreNote(s):Worldwide;2022Source(s):PTRNumberofelectrochemicalenergystorageprojectsworldwidein2021,bytechnologyGlobalelectrochemicalenergystorageprojects2021bytechnologyNumberofprojects15,00005,00010,00020,00025,00030,000Lithium-ionSodium-ionFlow25,4101,6561,424Lead-acid572Others

1106Description:In2021,over25,000energystorageprojectsworldwideinvolvedlithium-ionbatteries,onethemostefficientandcheapestelectrochemicaltechnologiesforthisapplication.Sodium-ionbatteriesandflowbatteriesfollowedindistantsecondandthirdplaces,respectively,representingapproximatelytenpercentoftheelectrochemicalenergystorageprojectsworldwide.ReadmoreNote(s):Worldwide;2021Source(s):PTRNewbatteryenergystoragesystem(BESS)installationsworldwidein2021and2022,withforecaststo2030(ingigawatt-hours)Globalnewbatteryenergystoragesysteminstallations2021-203045040035030042134728725020015010050233170134967443270202120222023*20242025202620272028202920307Description:Newbatteryenergystoragesystem(BESS)installationsworldwideaddedupto43gigawatt-hoursin2022,upfrom27gigawatt-hoursayearearlier.BESSdeploymentisexpectedtogrowatacompoundannualgrowthrateof33percentbetween2022and2030,tosurpass400gigawatt-hoursinthelatteryear.ReadmoreNote(s):Worldwide;2021and2022;*Startingfromtheindicatedyear,figuresareforecastsSource(s):EnergyStorage.News;RystadEnergyProjectedpowersectorbatterystoragecapacitydemandworldwidein2030and2050,byscenario(ingigawatts)Globalneedsofbatterystoragecapacityinpowersector2030-2050,byscenario203020504,5004,0003,5003,0002,5002,0001,5001,0005004,0981,5833592270PlannedEnergyScenario1.5°Cscenario8Description:Accordingtoa2023forecast,thebatterystoragecapacitydemandintheglobalpowersectorisexpectedtorangebetween227and359gigawattsin2030,dependingontheenergytransitionscenario.Projectionsshowedthatthebatterystoragecapacityneededin2050tokeeptheglobaltemperatureincreasebelow1.5°Camountstoapproximately4.1terawatts.ReadmoreNote(s):Worldwide;2023Source(s):EnergyPost;IRENASizeoftheglobalbatterymarketfrom2018to2021,withaforecastthrough2030,bytechnology(inmillionU.S.dollars)Batterymarketsizeworldwidebytechnology2018-2030Lithium-ionBatteryLead-acidBatteryNickel-cadmium(NiCD)BatteryNickel-zinc(NiZn)BatteryZinc-manganeseDioxideBatteryFlowBatterySmallSealedLead-acidBatteryNickel-metalHydride(NiMH)BatterySodium-sulfur(NAS)BatteryOtherTechnologies450,000400,000350,000300,000250,000200,000150,000100,00050,000020182019202020212022*2023*2024*2025*2026*2027*2028*2029*2030*9Description:Themarketforbatteriesisprojectedtogrowmorethanfour-foldbetween2021and2030.Whilethemarketwassizedatnearly112billionU.S.dollarsin2021,itisexpectedtoreachthesizeofalmost424billionU.S.dollarsin2030.Thedominantsegmentofthemarketwillcontinuetobethelithium-ionbatterysegment.ReadmoreNote(s):Worldwide;2018to2021;*Forecast.ReadmoreSource(s):InkwoodResearchCHAPTER

02RevenueRevenueopportunitiesinlithium-ionbatteriesin2030,bycountry(inbillionU.S.dollars)Lithium-ionbatteryrevenueopportunities2030,bycountry2001851801601401201008011861603940200ChinaEuropeU.S.Restoftheworld11Description:By2030,lithium-ionbatterieswillofferlargerevenueopportunitiesinChinaofaround185billionU.S.dollars.ThecombinedrevenueopportunitiesoftheUnitedStatesandEuropearetoamounttoroughlythesameasChina,whichisexpectedtodominatethelithium-ionbatterycellmanufacturingindustry.Lithium-ionbatteriesarewidelyusedincellphones,portablediscolights,andespeciallyelectricvehicles.ReadmoreNote(s):Worldwide;2023Source(s):McKinsey&CompanyForecastlithium-ionbatterymarketrevenueworldwidein2030,bysegment(inbillionU.S.dollars)Forecastgloballithium-ionbatterymarketrevenue2030,bysegmentRevenueinbillionU.S.dollars600204080100120121140CellActivematerialsPack11074Refining52Mining34Reuseandrecycle1312Description:Lithium-ionbatteriescouldbecomea400billionU.S.dollarmarketby2030.Thecellitselfholdsamarketrevenuepotentialofabout121billionU.S.dollars.Meanwhile,miningoflithium-ionbatterymineralsareexpectedtogenerate34billionU.S.dollarsofrevenuein2030.ReadmoreNote(s):Worldwide;2023Source(s):McKinsey&CompanyLithium-ionbatterypriceworldwidefrom2013to2022,withaforecastfor2023(inU.S.dollarsperkilowatt-hour)Lithium-ionbatterypriceworldwide2013-2023800732700649600500400300200100042032424219817215015115214120132014201520162017201820192020202120222023*13Description:Lithium-ionbatterypackpriceisforecasttoreachsome152U.S.dollarsperkilowatt-hourin2023,from141dollarsperkilowatt-hourayearearlier.Lithium-ionbatteriesareoneofthemostefficientenergystoragedevicesworldwide.Overrecentyears,high-scaleproductionandcapitalinvestmentintothebatteryproductionprocessmadelithium-ionbatterypackscheaperandmoreefficient.Thisdemonstratesastaggeringdemandforenergystorageworldwideandcouldbeattributedto[...]

ReadmoreNote(s):Worldwide;2013to2022;*ForecastSource(s):BloombergNEFCHAPTER

03CapacityanddemandLithium-ionbatterymanufacturingcapacityworldwidein2022withaforecastto2030,bygloballeader(interawatt-hours)Worldleadersinprojectedlithium-ionbatterymanufacturingcapacity2022-2030ChinaUnitedStatesEuropeRestoftheworld8.07.06.05.04.03.02.01.00.020222025*2030*15Description:Themanufacturingcapacityoflithium-ionbatteriesworldwideisforecasttoincreasefrom1.57terawatt-hoursin2022toapproximately6.8terawatt-hoursin2030.Chinaisthegloballeaderinthemarket,withapproximately70percentofthetotalLi-ionbatterymanufacturingcapacityin2030.ReadmoreNote(s):Worldwide;2022;*Forecastassumingthatallannouncedprojectsproceedasplanned.Source(s):IEALeadingcountriesbylithium-ionbatterycapacityworldwideasofMay2023(ingigawatt-hours)Lithium-ionbatterycapacityworldwide2023,bymarket05001,0001,5002,0002,500ChinaUnitedStatesGermanyPoland2,051.8187.3150.89057.348.141.641.532.525.517.911.110HungaryJapanSouthKoreaFranceSwedenCanadaIndiaThailandFinland16Description:AsofMay2023,thetotallithium-ion(Li-ion)batterycapacityworldwideamountedtoover2.8terawatt-hours.Chinaaccountedforapproximately70percentoftheglobalLi-ionbatterycapacitythatyear.InEurope,thelargestmarketwasGermany,with151gigawatt-hoursofLi-ionbatterycapacity.ReadmoreNote(s):Worldwide;AsofMay,312023Source(s):S&PGlobalMarketIntelligenceShareoftheglobalelectricvehicleslithium-ionbatterymanufacturingcapacityin2021withaforecastfor2025,bycountryEVlithium-ionbatteryproductioncapacitysharesworldwide2021-2025,bycountry2021202590%80%70%60%50%40%30%20%10%0%79%65.2%11.3%6.8%6.2%6.3%4.8%4%Hungary3.2%3.1%2.5%SouthKorea2.4%Japan1.2%1.2%1.6%Germany1.2%ChinaUnitedStatesPolandRestoftheWorld*17Description:Chinadominatedtheworld'selectricvehicles(EV)lithium-ion(Li-ion)manufacturingmarketin2021.Thatyear,Chinaproducedsome79percentofallEVLi-ionbatteriesthatenteredtheglobalmarket.WhileChinaisprojectedtocontinuebeingtheleadingcountryinLi-ionbatterymanufacturingin2025,Europeancountriesareexpectedtosignificantlyexpanditsproductioncapacities.Withplannedinvestmentsintomanufacturingfacilities,Germanyispoisedtobecomethesecond-biggest[...]ReadmoreNote(s):asofFebruary1,2021;*Calculatedbyusingthevaluesprovidedbythesource.ReadmoreSource(s):S&PGlobalMarketIntelligence;VisualCapitalistLithium-ionbatterycelldemandworldwidein2022,withaforecastto2030(ingigawatt-hours)Projectedlithium-ionbatterycelldemandworldwide2022-20305,0004,5004,0003,5003,0002,5002,0001,5001,0004,7001,700700500020222025*2030*18Description:Theglobaldemandforlithium-ionbatterycellsisforecasttoincreasefromapproximately700gigawatt-hoursin2022to4,700gigawatt-hoursin2030.ChinaandEuropeareprojectedtoaccountforthehighestdemandbythatyear,mostlyemployedintheelectricmobilitysector.ReadmoreNote(s):Worldwide;2022;*ForecastSource(s):McKinsey&CompanyLithium-ionbatterydemandforelectricvehicles(EVs)worldwidefrom2016to2022,byregion(ingigawatt-hours)EVlithium-ionbatterydemandworldwide2016-2022,byregionChinaEuropeUnitedStatesOther6005004003002001000201620172018201920202021202219Description:Globaldemandforelectricvehiclelithium-ionbatteriesstoodataround550gigawatt-hoursin2022,anincreaseof65percentincomparisontothepreviousyear.Chinaledthemarketbyawidemargin,accountingforroughlyhalfofthedemandin2022.TheEuropeandemandforlithium-ionbatteriesforEVsamountedtosome128gigawatt-hoursthatsameyear.ReadmoreNote(s):Worldwide;2016to2022Source(s):IEACHAPTER

04MineralsReservesofbatterymineralsworldwidein2022,bytype(inmillionmetrictons)Globalreservesofbatteryminerals2022,bytypeReservesinmillionmetrictons30,000

40,000

50,000010,0006,80020,00060,00070,00080,00090,00085,000Ironore*Bauxite31,000MagnesiumcompoundsManganese1,700890700CopperTitanium**Graphite

330Zinc

210Nickel***

100Lead

85Lithium

26Cobalt

8.321Description:Asof2022,ironorehadthemostplentifulglobalreservesoutofthemineralsthatareusedintheproductionofbatteries,atapproximately85billionmetrictonsofironcontent.Nevertheless,ironorehasmanyusesbeyondbatteries.Lithium,averyimportantmaterialforbatteryproductionwithuptohalfofitsconsumptionattributedtothatpurpose,hadmuchlowerglobalreservesthatyear,amountingtoapproximately26millionmetrictons.ReadmoreNote(s):Worldwide;2022;Includesmineralstypicallyusedtocreatebatteries.Thereservesoutlinedinthisstatisticrefertoglobaltotalproductionvolumes,anddonotrefertovolumesearmarkedtobeusedspecificallyforbatteryproduction.;*[...]

ReadmoreSource(s):USDepartmentoftheInterior;USGeologicalSurveyProductionvolumeofbatterymineralsworldwidein2022(in1,000metrictons)Globalproductionvolumeofbatteryminerals2022Productionvolumeinthousandmetrictons600,000

800,000

1,000,0000200,000400,0001,200,0001,400,0001,600,0001,800,000Ironore*AluminumMagnesium**Copper***ManganeseZinc****1,600,00069,00027,00022,00020,00013,0009,5008,8004,5003,3001,300190Titanium*****SiliconLeadNickelGraphiteCobaltLithium**Cadmium1303422Description:Asof2022,ironorewasthemostvoluminouslyproducedofthemineralsthatareusedintheproductionofbatteries,at1.6billionmetrictonsofironcontent.Nevertheless,ironorehasmanyusesbeyondbatteries.Lithium,averyimportantmaterialforbatteryproductionwithuptohalfofitsconsumptionattributedtothatpurpose,hadamuchlowerproductionvolumethatyear.Globallithiumproductionamountedto130thousandmetrictons(excludingU.S.production)in2022.ReadmoreNote(s):Worldwide;2022;mineralstypicallyusedtocreatebatteries.Theproductionvolumesoutlinedinthisstatisticrefertoglobaltotalproductionvolumes,anddonotrefertothevolumesproducedtobeusedspecificallyforbattery[...]

ReadmoreSource(s):USGeologicalSurveyMostexpensivebatterymineralsworldwideasofNovember2022(inU.S.dollarspermetricton)Leadingbatterymineralsworldwide2022,basedonhighestprice90,00078,00980,00070,00060,00050,00040,00030,00020,00010,000046,90226,7519,1402,225Lithiumcarbonate(cathode)Refinedcobalt(cathode)Nickel(cathode)Mineral(useinbatteries)Copper(currentcollectors)Manganese*(cathode)23Description:AsofNovember2022,lithiumcarbonatewasthemostexpensivebatterymineralworldwide,withapriceofover78,000U.S.dollarspermetricton.Cobaltrankedsecond,commandingapriceofaround46,900U.S.dollarspermetricton.Astheglobalelectricvehiclemarketexpands,batterymineralsusedintheproductionoflithium-ionbatterieshaveseensteeppriceincreasesinrecentyears.ReadmoreNote(s):WorldwideSource(s):BenchmarkMinerals;ShanghaiMetalsMarket;VisualCapitalistMajorcountriesinworldwidecobaltmineproductionin2022(inmetrictons)Cobaltmineproductionworldwidebymajorcountries2022Productioninmetrictons60,000020,00040,00080,000100,000120,000140,000DRCongoIndonesiaRussia130,00010,0008,900Australia5,9003,900CanadaCuba3,8003,8003,0003,0002,7002,3002,200PhilippinesMadagascarPapuaNewGuineaTurkeyMoroccoChinaUnitedStates80024Description:Theleadingcountryinworldwidecobaltmineproductionin2022wastheDemocraticRepublicofCongo,havingproducedanestimated130,000metrictonsthatyear.ReadmoreNote(s):Worldwide;2022;Allfiguresareestimatedbythesource.Source(s):USGeologicalSurveyMajorcountriesinworldwidenickelmineproductionin2022(inmetrictons)Nickelmineproduction2022,bycountryProductioninmetrictons800,000

1,000,0000200,000400,000600,0001,200,0001,400,0001,600,0001,800,000IndonesiaPhilippinesRussia1,600,000330,000220,000190,000160,000130,000110,00083,00018,000NewCaledonia**AustraliaCanadaChinaBrazilUnitedStates25Description:In2022,Indonesia'sminesproducedanestimated1.6millionmetrictonsofnickel.ThisfiguremakesIndonesiatheleadingproducerofnickelfromminesworldwide.ReadmoreNote(s):Worldwide;2022Source(s):USGeologicalSurveyMajorcountriesinworldwidegraphitemineproductionin2022(in1,000metrictons)Majorcountriesinworldwidegraphiteproduction2022Productioninthousandmetrictons300

400

5000100200600700800900ChinaMozambiqueMadagascarBrazil85017011087RussiaCanada1515Norway10India8.38.18NorthKoreaTanzaniaVietnamUkraine53SriLanka326Description:Chinawastheleadinggraphiteproducingcountryworldwideasof2022.InthatyearChineseproductionamountedtoanestimated850,000metrictonsofgraphite.ReadmoreNote(s):Worldwide;2022Source(s):USGeologicalSurveySizeoftheglobalmarketforlithium-ionbatterymetalsin2021,withaforecastfor2031,byend-usesegment(inmillionU.S.dollars)Lithium-ionbatterymetalsmarketsizeworldwidebyapplication2021-203120212031160,000140,000120,000100,00080,00060,00040,00020,0000143,362.2869,515.962,939.1510,268.447,346.693,678.75Consumerelectronics2,801.45Energystoragesystems712.81AutomotiveindustryOtherend-useapplications27Description:Theglobalmarketforlithium-ionbatterymetalswassizedatabout14.5billionU.S.dollarsin2021.Thelargestend-usesegmentforthemarketwastheglobalautomotiveindustry,withthesizeofover7.3billionU.S.dollarsthatyear.Itisexpectedthatthelithium-ionbatterymetalmarketwillreachthesizeofsome286.1billionU.S.dollarsin2031,andtheautomotivesegmentwillberesponsibleforaboutahalfofthisvalue.ReadmoreNote(s):Worldwide;2021Source(s):BISResearchCHAPTER

05LithiumSupplyoflithiumworldwidein2022,withprojectedfiguresfor2023to2030(inmetrictons)Globalprojectionoftotallithiumsupply2022-20302,500,0002,000,0001,500,0001,000,0002,142,8442,000,6251,887,1911,709,6861,542,3301,320,4101,065,574862,967634,1952022500,00002023*202420252026202720282029203029Description:Thetotalglobalsupplyoflithiumamountedtomorethan634,000metrictonsin2022.By2030,itisprojectedthattheworld'slithiumsupplywillincreasetomorethan2.14millionmetrictons.Despitethemorethanthreefoldlithiumsupplygrowththatisanticipatedin2030relativeto2022,itisexpectedthattherewillbeasupplyshortfallrelativetotheprojectedlithiumdemandin2030of2.3to2.45millionmetrictons(dependingonthesource).Withtheyear-over-yearincreasesinglobal[...]

ReadmoreNote(s):Worldwide;2022;*Projectedfiguresfrom2023onwards.ReadmoreSource(s):BenchmarkMinerals;MorningBrew(TechBrew)Resourcesoflithiumworldwideasof2022,bycountry(inmillionmetrictons)Globallithiumresourcevolume2022,bycountryResourcesinmillionmetrictons1005152025Bolivia21Argentina20UnitedStates12Chile11Australia7.9ChinaGermany6.83.2DemocraticRepublicoftheCongoCanada32.9MexicoCzechiaSerbia1.71.31.2Russia130/statistics/606724/world-lithiuim-resources-by-countryAsof2022,thetotalvolumeoflithiumresourcesworldwidewereestimatedatsome98millionmetrictonsoflithiumcontent.Boliviaboastedthelargestresourcesatthetime,withsome21milliontons.NeighboringArgentinarankedsecondthatyear.ReadmoreNote(s):Worldwide;2022;Figuresinmillionmetrictonsoflithiumcontent;*FigurewascalculatedbySource(s):USGeologicalSurveybasedonthevaluesprovidedbythesource.ItincludesresourcesinSpain,Portugal,Ghana,Austria,Finland,Kazakhstan,andNamibia.

[...]ReadmoreMajorcountriesinworldwidelithiummineproductionin2022(inmetrictons)Leadinglithiumproducingcountriesworldwide2022ProductioninmetrictonsAustraliaChile61,00039,000China19,000ArgentinaBrazil6,2002,200ZimbabwePortugalCanada80060050031Description:In2022,Australiawastheworldleaderintermsoflithiummineproduction,withanestimatedoutputof61,000metrictons.ChileandChinarankedsecondandthird,withlithiumproductiontotaling39,000and19,000metrictons,respectively.ReadmoreNote(s):Worldwide;2022;FiguresareestimatedSource(s):USGeologicalSurveyDistributionoflithiumconsumptionworldwidein2010and2021byenduseGloballithiumconsumptiondistributionbyenduse2010-2021Shareofconsumption2021201040%0%10%20%30%50%60%70%80%74%BatteriesCeramicsandglassLubricatinggreasesContinuouscastingAirtreatment23%14%31%3%10%2%4%1%5%6%Otheruses27%32Description:Batteryproductionaccountedfora74percentshareofgloballithiumconsumptionin2021.Thesecondlargestenduseforlithiumthatyearwasceramicsandglass,accountingforadistant14percentofglobalconsumption.

ReadmoreNote(s):Worldwide;2010and2021Source(s):BP;VisualCapitalistProjectionoflithiumdemandworldwidefrom2020to2035(in1,000metrictonsoflithiumcarbonateequivalent)Projectionofgloballithiumdemand2020-20354,5004,0003,5003,0002,5003,8293,4773,1822,9332,6882,4532,1301,8612,0001,5001,0005001,62820271,43320261,25720251,07220249176905083100202020212022*20232028202920302031203220332034203533Description:In2030,theglobaldemandforlithiumisexpectedtosurpass2.4millionmetrictonsoflithiumcarbonateequivalent,doublingthedemandforecastfor2025.Increasesinbatterydemandforelectricvehicleswillbeastrongdriveroflithiumconsumptioninthenextdecade,withdemandexpectedtoreach3.8milliontonsby2035.ReadmoreNote(s):Worldwide;2023;*Startingfromtheindicatedyear,figuresareforecastsSource(s):ComisiónChilenadelCobreAveragelithiumcarbonatepricefrom2010to2022(inU.S.dollarspermetricton)Lithiumcarbonateprice2010-202240,00035,00030,00025,00020,00015,00010,00037,00016,00015,00012,600202111,70020198,65020168,40020206,80020136,69020146,50020156,06020125,18020105,18020115,0000201720182022*34Description:In2022,theaveragepriceofbattery-gradelithiumcarbonatewasestimatedat37,000U.S.dollarspermetricton.Thisfigureisbyfarthehighestpriceforbattery-gradelithiumcarbonaterecordedintheperiodofconsideration.Lithiumisahighlyreactivesoftandsilvery-whitealkalimetal.Asthethirdelementintheperiodictable,ithas3protonsinitsnucleusandthreeelectronsaroundit.Asaresultofbeinghighlyreactive,itcannotbefoundinitspureforminnature.Lithiumistheleast[...]ReadmoreNote(s):Worldwide;2010to2022;*Estimated.Annualaveragepriceforbattery-gradelithiumcarbonate.Thisstatisticwasassembledusingseveraleditionsofthereport.

ReadmoreSource(s):BenchmarkMinerals;USGeologicalSurveyCHAPTER

06CompaniesRevenueoflargestlithium-ionbatterycompaniesworldwidein2023(inbillionU.S.dollars)Largestlithium-ionbatterycompaniesworldwide2023,byrevenueRevenueinbillionU.S.dollars30

40010205060708090100HitachiLtd(Japan)PanasonicCorporation(Japan)LGChem(SouthKorea)91.3665.7639.89ToshibaCorporation(Japan)JohnsonControls(Ireland)NECCorporation(Japan)25.325.324.08SamsungSDICo.Ltd(SouthKorea)Saft(France)15.470.79GSYuasaInternationalLtd(Japan)

0.0136Description:Thevastmajorityofthegloballeadingcompaniesinthelithium-ionbatterymarketwerelocatedinJapanandSouthKorea.Witharevenueofover90billionU.S.dollars,theJapaneseHitachiLtdwasthelargestlithium-ionbatterycompanyworldwide.JohnsonCorporation,headquarteredinIreland,andSaft,basedinFrance,weretheonlyEuropeancompaniesthatmadeitintotheranking.ReadmoreNote(s):Worldwide;2023Source(s):EmergenResearchGlobalmarketdistributionoflithium-ionbatterymakersbetweenJanuaryandAugust2023Marketbreakdownofmainmanufacturersoflithium-ionbatteries2023Marketshare15%0%5%10%20%25%30%35%40%CATL(China)BYD(China)36.9%15.9%14.2%LGEnergySolution(SouthKorea)Panasonic(Japan)7.1%SKOn(SouthKorea)CALB(China)5.1%4.7%4.1%SamsungSDI(SouthKorea)GotionHigh-tech(China)EveEnergy(China)2.1%2.1%Sunwoda(China)1.4%37Description:China-basedCATLwastheleadinglithium-ionbatterymakerasofAugust2023withamarketshareofalmost37percent.TheChinesecompanyBYDrankedsecondwithamarketshareof15.9percent,followedbySouthKoreanLGEnergySolutionwithamarketshareof14percent.ReadmoreNote(s):Worldwide;JanaurytoAugust,2023Source(s):CnEVPost;SNEResearchRevenueofHitachi,Ltd.infiscalyear2022,bybusinessunit(inbillionJapaneseyen)Hitachi'srevenueFY2022,bybusinessunitRevenueinbillionJapaneseyen02004006008001,0001,2001,4001,6001,8002,0002,200Automotivesystemssegment*1,920PowergridsBUFrontbusiness1,438.7982.5938.1898.3891Services&platformsITservicesBuildingssystemsBURailwaysystemsBU736Measurement&analysissystems(HitachiHigh-Tech)IndustrialproductsBU674.2451.1392.3361.5Smartlife&ecofriendlysystems(HitachiGLS)IndustrialdigitalBUWater&environmentBUEnergyBU186.5177.4171.5NuclearenergyBU38Description:Inthefiscalyear2022,Hitachi'spowergridsbusinessunit(BU)earnedabout1.44trillionJapaneseyen.Excludingtheautomotivesystemssegment,asitismorethanamerebusinessunitorsubsegment,thepowergridsBUearnedthehighestrevenuewithinthecompany.ReadmoreNote(s):Worldwide,Japan;fiscalyear2022;thecompany'sfiscalyearsstartonApril1ofthestatedyearandendonMarch31ofthefollowingyear;consolidateddata;includingintersegmenttransactionsforeachsubsegment;*Nobusinessunits[...]

ReadmoreSource(s):HitachiSalesofPanasonicHoldingsCorporationinfiscalyear2023,bysegment(intrillionJapaneseyen)PanasonicHoldings'salesFY2023,bysegmentSalesintrillionJapaneseyen1.5

2.00.00.51.02.53.03.53.484.0LifestyleAutomotiveIndustryConnectEnergy1.31.151.130.97Other1.239Description:ThelifestylebusinessofPanasonicHoldingsCorporationgeneratedsalesof3.48trillionJapaneseyeninfiscalyear2023.Itwasthelargestsegmentofthecompany,followedbytheautomotiveandindustrysegments.AbreakdownbyregionshowsthatJapanwasthemostimportantmarketforthecompany.ReadmoreNote(s):Worldwide,Japan;fiscalyear2023;thecompany'sfiscalyearendsonMarch31ofthestatedyear;consolidateddataSource(s):PanasonicHoldingsRevenueofLGCheminFY2022,bysegment(inmillionKoreanwon)LGChem'srevenuebysegment2022RevenueinmillionKoreanwon05,000,00010,000,00015,000,00020,000,00025,000,00030,000,000Petro-chemicalsEnergysolutions21,723,42125,598,609AdvancedmaterialsLifesciences7,979,342909,08