Manyan masana'antun lithium-ion Kwayoyin a duniya: 1 / CATL, 2 / LG EnSol, 3 / Panasonic. Nemo Turai a cikin martaba:
Visual Capitalist ya tattara jerin manyan masana'antun sel lithium-ion a duniya. Waɗannan kamfanoni ne kawai daga Gabas Mai Nisa: China, Koriya ta Kudu da Japan. Turai ba ta cikin jerin kwata-kwata, Amurka ta fito godiya ga ikon Tesla na Panasonic.
Samar da ƙwayoyin lithium-ion a duk duniya
Data yana nufin 2021. Visual Capitalist ya kiyasta cewa a yau sashin lithium-ion cell ya kai dalar Amurka biliyan 27 (daidai da PLN biliyan 106) kuma ya tuna cewa a cikin 2027 ya kamata ya kai dalar Amurka biliyan 127 (PLN 499 biliyan). Manyan ukun akan jerin - CATL, LG Energy Solution da Panasonic - sarrafa kashi 70 na kasuwa:
- CATL - 32,5 bisa dari,
- LG Energy Solution - 21,5 bisa dari,
- Panasonic - kashi 14,7,
- BYD - 6,9 bisa dari,
- Samsung SDI - 5,4 bisa dari,
- SK Innovation - kashi 5,1,
- CALB - 2,7 bisa dari,
- AESC - 2 bisa dari,
- Guoxuan - kashi 2,
- PEVE - 1,3 bisa dari,
- Ciki - 6,1 bisa dari.
CATL (China) tana ba da sassan motoci na kasar Sin, ta sanya hannu kan kwangila tare da Toyota, Honda, Nissan, kuma a yammacin duniya tana hidima ko za ta tallafa wa BMW, Renault, tsohuwar ƙungiyar PSA (Peugeot, Citroen, Opel), Tesla, Volkswagen da Volvo. An ce bazuwar masana'antar ya samo asali ne sakamakon makudan kudade daga gwamnatin kasar Sin da kuma sassauci a yakin da ake yi kan kwangiloli.
Maganin Makamashi na LG (tsohon: LG Chem; Koriya ta Kudu) yana aiki tare da General Motors, Hyundai, Volkswagen, Jaguar, Audi, Porsche, Ford, Renault da Tesla akan Model 3 da Model Y da aka yi a China. Na uku Panasonic kusan Tesla ne na musamman kuma ya fara haɗin gwiwa tare da wasu kamfanoni da yawa (kamar Toyota).
BYD yana nan a cikin motocin BYD, amma jita-jita a kai a kai yana yaduwa cewa yana iya fitowa a cikin wasu masana'antun ma. Samsung SDI saduwa da bukatun BMW (i3), salon salula SK Innovation Ana amfani da su musamman a cikin Kia da wasu samfuran Hyundai. Rabon kasuwa tsakanin lithium iron phosphate da nickel cobalt (NCA, NCM) sel ya kai kusan 4: 6, tare da ƙwayoyin LFP sun fara yaduwa a cikin motocin fasinja a wajen China.
Wannan na iya sha'awar ku:
