锂电池上市公司(TheRiseofLithium-IonBatteryCompaniesALookintoMarketLeaders)
TheRiseofLithium-IonBatteryCompanies:ALookintoMarketLeaders
Withtheincreasingglobaldemandforenergystoragesolutions,lithium-ionbatterieshaveemergedasapromisingtechnologyforpoweringelectricvehicles,smartphones,andhomes.Asaresult,themarketforlithium-ionbatteriesisexpectedtoseeasteadygrowthinthecomingyears.Inthisarticle,wewilltakeacloserlookatsomeoftheleadinglithium-ionbatterycompaniesthathavemadeamarkintheindustry.
PanasonicCorporation
Foundedin1918,PanasonicCorporationhasbeenahouseholdnameforitselectronicproducts.Butthecompany'spresenceinthelithium-ionbatterymarkethasbeensignificantaswell.In2019,Panasonicheldthelargestmarketshareforlithium-ionbatteriesforelectricvehicles(EVs),withTeslabeingoneofitsbiggestcustomers.Panasonic'sproductioncapacityforEVbatteriesisexpectedtoreach54GWhin2020,makingitoneofthelargestplayersintheindustry.
Thecompanyhasalsobeeninvestingheavilyinresearchanddevelopmenttoimprovetheefficiencyandsafetyofitsbatteries.In2017,PanasonicpartneredwithTeslatoproducesolarpanelsandbatteriesforresidentialenergystorage.ThecollaborationresultedinthedevelopmentofthePowerwall,arechargeablelithium-ionbatteryaimedathomesandsmallbusinessesthatstoresenergygeneratedbysolarpanels.
Tesla,Inc.
Foundedin2003,Tesla,Inc.isaleaderinelectricvehicle(EV)productionandalsoproducesenergystoragesystemsforhomesandbusinesses.Thecompany'sGigafactory,locatedinNevada,istheworld'slargestlithium-ionbatterymanufacturingplant.Theplanthasaproductioncapacityof35GWh,andTeslaexpectstoincreaseitto150GWhby2022.
Tesla'selectriccars,suchastheModelSandModel3,arepoweredbylithium-ionbatteries,andthecompanyhasbeenworkingondevelopingnewerandmoreefficientbatteries.InSeptember2020,Teslaannounceditsnewbatterytechnology,called\"tabless\"batteries,whicharesaidtoimproveperformanceandreducecosts.Thecompanyhasalsobeenworkingondevelopingsolid-statebatteriesthataresaferandhaveahigherenergydensitythantraditionallithium-ionbatteries.
CATL
ContemporaryAmperexTechnologyCo.Limited(CATL)isaChinesebatterymanufacturerthathasmadeanameforitselfinthelithium-ionbatteryindustry.ThecompanysuppliesbatteriestosomeofthetopEVmanufacturersintheworld,includingVolkswagen,BMW,andGeneralMotors.CATLwastheworld'slargestEVbatterysupplierbycapacityin2019,witha27.6%marketshare.
CATLhasbeeninvestingheavilyinR&Dtoproducebetterandmoreefficientbatteries.In2019,thecompanyannouncedthatithaddevelopedanewtypeofbatterythathasalongerlifespanandhigherenergydensitythantraditionallithium-ionbatteries.Thebatteryusesacathodemadeofnickel,cobalt,andmanganese,andCATLclaimsthatithasanenergydensityof304Wh/kg,whichishigherthanmostotherbatteriesonthemarket.
Asthedemandforlithium-ionbatteriescontinuestogrow,thesethreecompaniesarewellpositionedtotakeadvantageofthemarket.Theirinvestmentsinresearchanddevelopmentandcapacityexpansionwilllikelyresultinnewerandmoreefficientbatteriesthatwilldrivethegrowthoftheindustryintheyearstocome.
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