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CALB battery installed capacity increased by more than 200% YoY
Chinese companies was particularly outstanding in September
| Company name | Sept 2022 | Sept 2021 | YoY growth | Sept 2022 Market Share | Sept 2021 Market Share |
|---|---|---|---|---|---|
| CATL | 19.9 | 12.2 | 62.8% | 36.3% | 35.9% |
| LG New Energy | 8.8 | 6.3 | 39.2% | 16.0% | 18.6% |
| BYD | 7.3 | 3.3 | 121.7% | 13.3% | 9.6% |
| Panasonnic | 3.5 | 3.8 | -8.1% | 6.5% | 11.3% |
| SK On | 2.8 | 1.8 | 52.7% | 5.1% | 5.4% |
| SAMSUNGSDI | 2.4 | 1.2 | 95.1% | 4.4% | 3.6% |
| CALB | 2.0 | 0.6 | 222.2% | 3.7% | 1.9% |
| Gotion High-tech | 1.6 | 0.6 | 151.1% | 2.9% | 1.9% |
| Sunwoda | 1.0 | 0.4 | 121.4% | 1.8% | 1.3% |
| SVOLT | 0.7 | 0.4 | 92.1% | 1.3% | 1.1% |
| Other | 4.8 | 3.2 | 50.5% | 8.8% | 9.4% |
| Total | 54.7 | 33.9 | 61.2% | 100.0% | 100.0% |
As can be seen from the above table, 6 Chinese companies (CATL, BYD, CALB, Gotion High-tech, Sunwoda, SVOLT) continued to be strong, with a total market share of 59.3%. Among them, one of the top 10 prismatic cell manufacturers in China CALB ranked 7th, with a year-on-year growth rate of over 200% (222.2%) and a global installed capacity of 2GWh of power batteries, widening the gap with the 8th and performing well.
South Korea’s LG New Energy’s power battery installed capacity in September increased significantly from 5.0GWh in August, and its 8.8GWh battery installed capacity was higher than BYD’s 7.3GWh, after falling behind in July and August, it regained the second place in the monthly rankings. Japan’s Panasonnic is the only company in the TOP10 with negative year-on-year growth in power battery installed capacity. Although it ranks fourth, it has been widened by BYD.
With the growth of major power battery markets such as China and the United States, the growth rate in China is particularly prominent, with Chinese companies leading the growth of the market. The growth momentum of the three Korean battery companies was mainly driven by sales of electric vehicle models equipped with each company’s batteries:
Specifically, affected by the continuous increase in sales of Hyundai ionic 5 and Kia EV6, and with the new launch of Hyundai ionic 6, SK On has further expanded its growth momentum; Continued sales increase of Audi E-Tron, BMW iX, BMW i4, Fiat 500, etc. led to the growth of Samsung SDI; LG New Energy benefited from the high popularity of Tesla’s Model 3 and Model Y, as well as the sales of Volkswagen ID.4 and Ford Mustang Mach-E.
Global power battery TOP10 companies from January to September
From January to September, the top 10 companies in the global power battery installed capacity are the same as in September. They are: CATL, LG New Energy, BYD, Panasonnic, SK On, Samsung SDI, CALB, Gotion High-tech, Sunwoda, SVOLT.
| Global power battery installed capacity TOP10 in September 2022 (GWh) | |||||
|---|---|---|---|---|---|
| Company name | Sept 2022 | Sept 2021 | YoY growth | Sept 2022 Market Share | Sept 2021 Market Share |
| CATL | 19.9 | 12.2 | 62.8% | 36.3% | 35.9% |
| LG New Energy | 8.8 | 6.3 | 39.2% | 16.0% | 18.6% |
| BYD | 7.3 | 3.3 | 121.7% | 13.3% | 9.6% |
| Panasonnic | 3.5 | 3.8 | -8.1% | 6.5% | 11.3% |
| SK On | 2.8 | 1.8 | 52.7% | 5.1% | 5.4% |
| SAMSUNGSDI | 2.4 | 1.2 | 95.1% | 4.4% | 3.6% |
| CALB | 2.0 | 0.6 | 222.2% | 3.7% | 1.9% |
| Gotion High-tech | 1.6 | 0.6 | 151.1% | 2.9% | 1.9% |
| Sunwoda | 1.0 | 0.4 | 121.4% | 1.8% | 1.3% |
| SVOLT | 0.7 | 0.4 | 92.1% | 1.3% | 1.1% |
| Other | 4.8 | 3.2 | 50.5% | 8.8% | 9.4% |
| Total | 54.7 | 33.9 | 61.2% | 100.0% | 100.0% |
It is worth noting that CALB, which has accumulated achievements in battery technology and R&D for many years, is one of the earliest players in the field of power batteries in China. At present, CALB is one of the only two power battery companies in the world that can also provide OEMs with lithium iron phosphate and ternary lithium battery for all models.
From 2019 to 2021, CALB’s power battery sales increased from 1.62GWh to 9.31GWh, with a compound annual growth rate of 139.7%. It is the only company among China’s leading power battery companies that has an annual growth rate of more than 100%.
CALB power battery products are powerful
On the most recent October 24, Xpeng Motors announced that the Xpeng Huitian Flying Car Traveler X2 has completed a public test flight in Dubai.
Xiaopeng Huitian Flying Car X3 is a fifth-generation flying car independently developed. It weighs two tons and can accommodate two people. It has a driving range of hundreds of kilometers and a flight range of tens of kilometers. The data shows that the power required for vertical take-off of a car is 10-15 times that of driving on the ground, which requires very strong power for support.
It is reported that the power battery of Xiaopeng Huitian flying car X3 is equipped with the cutting-edge 9 series high nickel/silicon system battery developed by CALB for low-altitude travel. The battery achieves a leap-forward improvement in lightweight and safety performance while ensuring high power and high fast charging capability.
This shows that there is no publicity before, perhaps CALB’s 9 series high nickel/silicon system battery has been applied, and its power is 10-15 times higher than the normal power required for ground vehicles!
At the 2022 World New Energy Vehicle Conference held in late August, Liu Jingyu, chairman of CALB at that time, announced that, new system batteries such as 350Wh/kg high-nickel multi-element battery, 4C fast-charging battery and high-manganese iron lithium battery, as well as 400Wh/kg semi-solid-state battery, all solid state battery, and lithium-sulfur battery will be launched soon.
Obviously, Liu Jingyu did not mention the 9-series high nickel/silicon system battery. At that time, Liu Jingyu also said that after continuous iterative upgrades, CALB’s upcoming 6-series high-voltage products can reach the level of 300wh/kg and can support a battery life of more than 1000km. What kind of competitiveness will the current CALB 9 series battery products break out, we will wait and see!
CALB’s new capacity is steadily released as planned
The biggest reason for the shortage of high-end power battery products is how to break through the bottleneck of production capacity. At this point, CALB has a comprehensive layout. Previously, there was a phenomenon that, according to CALB related reports, CALB has a very obvious advantage in product competitiveness and has been recognized by many customers. As long as it enters, it will quickly become a supply and multiple models will be launched and the whole series of models will be supported. Customers expect the release of its continuous high-quality production capacity.
CALB’s capacity utilization rate in the past 2021 has reached more than 95%, the product supply is in short supply, and the production capacity cannot fully meet the current customer delivery needs. Recently, with the successive roll-off of products from several new bases, CALB has gradually solved the production capacity problem and implemented the planned production capacity of 280Gwh in 2022:
On August 30, the Xiamen Phase II project completed the commissioning of the entire line of equipment and started the whole line feeding. The first PACK power system product was rolled off the assembly line in 55 days. The PACK product has the characteristics of high safety, long life and high energy density. It has been widely used in many hot-selling models and has been highly recognized by customers. On September 13, the first CIR battery system product of CALB Jiangsu Phase III was successfully rolled off the production line.
CIR battery system products are based on the concept of the ultimate balance of energy and resources, the ultimate balance of energy and safety, and the high integration of design and manufacturing. Truly realize the extremely simplified design – no end plate, no side plate, no cable tie, it is the first square true C2P mass-produced product in the industry; Realize extremely simplified manufacturing – the process is simplified by about 25%, and the production line space occupancy rate is reduced by 30%.
On September 24, the first phase of the Chengdu project completed the rollout of the first batch of energy storage battery products. As the core product of the CALB energy storage market, the cycle life is over 12,000 times, and the energy efficiency is over 97%. With the characteristics of high safety, high energy, high efficiency, long life, and standard scalability, CALB helps CALB to deeply cultivate new energy power generation, industrial and commercial users, zero-carbon shipping, and home energy storage markets, and provides users with full-scenario energy storage products and solutions.
On September 28, the first batch of power battery products of CALB Wuhan project was successfully rolled off the production line. The off-line power battery products are a new generation of iron-lithium high-end standard products based on the 800V high-voltage platform. It supports ultra-fast charging, has strong adaptability and is cost-effective, and has been fully recognized for the first launch of the latest pure electric all-smart SUV model – Xiaopeng G9.
On October 8, the products of the CALB Hefei project went offline. The L221 product launched this time is a medium-nickel high-voltage ternary high-end product developed for the 600⁺km long battery life. The application company’s world’s first full-tab laminated battery technology has the characteristics of high specific energy, long life and full climate, supports fast charging, and leads the industry in comprehensive performance. It will be mainly used for export models.
In terms of customers, CALB has successively cooperated in depth with Changan, GAC, Geely, Dongfeng and other enterprises, and currently supports 28 car companies with 70+ models. Including GAC Aian, Changan New Energy, Xiaopeng, Geely, Shanghai GM Wuling, FAW Hongqi, Dongfeng, Shenlong, Chery, Guangfeng, Guangben, Leapmotor, Hechuang, Smart and other traditional car companies and new car manufacturers.
Summarize
The release of the latest global power battery installed capacity ranking is a window for China’s power battery to show its development achievements, and Chinese companies have also handed in excellent transcripts. Looking forward to the future development of the industry, with the increase in sales of new energy vehicles year by year and the release of market demand for energy storage, the demand for batteries at the core of the market will also rise. CALB’s products are being widely demanded in the new energy market, which will drive the continuous increase of CALB’s market share!
