Table of Contents:

Executive Summary

Chapter 1: EV and Hybrid Batteries

1.1 Battery trends – the market
1.1.2 The power of Toyota
1.1.3: Post-2020
1.2: EV/Hybrid battery manufacturers
1.3: EV Battery manufacturer review
1.3.1: GS Yusa Corp. (Lithium Energy Japan)
1.3.2: GS Yuasa Corp. (Blue Energy Co. Ltd)
1.3.3: Hitachi Vehicle Energy Ltd.
1.3.4: Johnson Controls Inc. and Saft Groupe SA
1.3.5: LG Chem Ltd.
1.3.6: Mitsubishi Heavy Industries Ltd.
1.3.7: NEC Corp. (Automotive Energy Supply Corp.)
1.3.8: Panasonic Corp.
1.3.9: Primearth EV Energy Co.
1.3.10: BYD Battery Co.
1.3.11: Sanyo Electric Co.
1.3.12: SB LiMotive
1.3.13: Toshiba Corp.

Chapter 2: Automotive battery material supplier market

2.1: Japanese dominance
2.2: The market
2.2.1: Separators
2.2.2: Anode materials
2.2.3: Cathode materials
2.2.4: Electrolytes
2.2.5: Electrolyte salt
2.3: Japanese material manufacturers
2.3.1: Asahi Kasei
2.3.2: Celgard
2.3.3: Tonen General Sekiyu
2.3.4: Sumitomo Chemical Co. Ltd.
2.3.5: Mitsui Chemicals
2.3.6: UBE Industries
2.3.7: Hitachi Chemical
2.3.8: Showa Denko K.K.
2.3.9: Nippon Power Graphite Co. Ltd.
2.3.10: Mitsubishi Chemical
2.3.11: Tanaka Chemical Corp.
2.3.12: Toda Kogyo Corp.
2.3.13: Kanto Denka Kogyo Co.
2.3.14: Kureha
2.3.15: JSR Corp.

Chapter 3: Vehicle manufacturer strategies

3.1: Hybrids still reign as EV era begins
3.1.1: Six key vehicles to watch
3.2: Toyota
3.3: Honda
3.3.1: Honda EV and plug-in hybrid strategy
3.4: Mitsubishi
3.5: Nissan
3.5.1: Carlos Ghosn makes strong case for EVs
3.6: Suzuki, Mazda and other Japanese manufacturers
3.7: Japanese truck and bus manufacturers
3.8: North American OEMs
3.9: European OEMs
3.10: Asia OEMs

List of tables
Table 1: Lithium battery cost targets (per kWh)
Table 2: Energy efficiency by major vehicle types
Table 3: Battery-Vehicle manufacturer ties
Table 4: Lithium Energy Japan’s plant investment history
Table 5: Primearth batteries by model and type
Table 6: Hybrid / EV sales by manufacturer: 2010, 2015, 2020
Table 7: Toyota’s overseas plants that produce hybrids and EVs
Table 8: Countries where the Mitsubishi i-MiEV is being sold
Table 9: Nissan’s plant investment
Table 10: Countries where the Nissa Leaf is being sold
Table 11: Prefectures offering EV incentives
Table 12: Japanese government hybrid and EV penetration plan
Table 13: Nissan Leaf sales price by market

List of figures
Figure 1: Global Automotive EV battery forecast (in units): 2010, 2015, 2020
Figure 2: Global Automotive EV battery forecast (in value): 2010 / 2020
Figure 3: EV-hybrid batteries: manufacturer market shares 2010 / 2020
Figure 4: Hitachi Vehicle Energy’s latest lithium-ion battery module
Figure 5: LG Chem battery pack for the Chevrolet Volt
Figure 6: Chevrolet Volt powertrain layout with LG Chem lithium-ion battery pack
Figure 7: Nissan Leaf battery pack cutaway
Figure 8: Nissan Leaf battery assembly
Figure 9: Nissan Leaf battery mounting
Figure 10: Primearth’s NP2.0 6-cell module structure
Figure 11: Primearth’s NP2.5 battery pack
Figure 12: BYD’s lithium-ion phosphate (FE) battery
Figure 13: Sanyo Electric’s new lithium-ion battery plant
Figure 14: SB LiMotive’s lithium-ion battery and module
Figure 15: Toshiba’s SCiB battery module
Figure 16: Battery system for the Honda EV-neo scooter
Figure 17: Breakdown of lithium-ion battery costs by material
Figure 18: Separator demand: 254 million sq.m (2009)
Figure 19: Anode material demand: 18,652 tons (2009)
Figure 20: Cathode material demand: 30,845 tons (2009)
Figure 21: Electrolyte demand: 12,520 tons (2009)
Figure 22: Electrolyte salt demand: 3,780 tons (2009)
Figure 23: Toyota Prius Plug-In hybrid
Figure 24: Toyota Prius Plug-In hybrid lithium-ion battery
Figure 25: Honda Fit EV
Figure 26: Mitsubishi i-MiEV powertrain layout
Figure 27: Mitsubishi i-MiEV EV system layout
Figure 28: Nissan Leaf EV
Figure 29: Mazda Demio
Figure 30: Suzuki Swift Plug-In hybrid
Figure 31: Hino Dutro nickel-metal hydride battery pack
Figure 32: Chevrolet Volt
Figure 33: Ford Focus Electric powertrain
Figure 34: Eaton’s hybrid system
Figure 35: Mini E powertrain
Figure 36: Audi A1 e-tron powertrain
Figure 37: Renault’s EV lineup
Figure 38: Volvo V60 Plug-In hybrid
Figure 39: Hyundai Sonata Hybrid powertrain
Figure 40: BYD F3DM Plug-In hybrid

Appendices