市場佔有率趨勢分析：電動車 (EV) 用電池市場上Panasonic企業的主導權將被LG Chem等奪走的可能性
Watch the Throne: How LG Chem and Others Can Take Panasonic's EV Battery Crown by 2020
|市場佔有率趨勢分析：電動車 (EV) 用電池市場上Panasonic企業的主導權將被LG Chem等奪走的可能性 Watch the Throne: How LG Chem and Others Can Take Panasonic's EV Battery Crown by 2020|
|出版日期: 2015年07月30日||內容資訊: 英文||
現在，全球插電式電動車 (PHEV) 用電池市場由Panasonic掌握主導權。尤其與Tesla Motors之間構築大規模的零件供給關係。可驚的是，僅此2家公司間的交易量，便其超過他的競爭企業 (LG Chem和Samsung SDI等) 的汽車用電池的綜合計量。可是，長期上Panasonic仍有可能失去佔有率。
本報告提供Panasonic市場佔有率的地位被LG Chem等取代的可能性相關分析、PHEV電池市場 (大汽車廠商) 的各大供應商的市場佔有率，及德國車、日本車的市場競爭狀態、Panasonic可採用的反擊策略等估計、考察。
For now, Panasonic rules the battery landscape for plug-in vehicles. It has just one large-volume supply relationship - it sells to Tesla Motors. Astonishingly, that single deal with a niche OEM outperforms more than a dozen other deals that Panasonic's competitors LG Chem, Samsung SDI, and others have struck with giant automakers. However, Panasonic could still lose the long game. This report details the conditions in which LG Chem and others can dethrone Panasonic by 2020, thereby gaining billions of dollars of market share in the process. Key strategies include helping accelerate the plug-in hybrid sales of two key German OEMs, winning over a supply contract with a Japanese OEM in need of help, and being first to mass-market with next-generation solid-state batteries. Finally, this report also outlines defensive strategies that Panasonic can deploy to counter these moves from its competitors, and what others can do to disrupt the battery world's "big three."
Despite striking deals with the world's largest OEMs, battery suppliers like LG Chem and Samsung SDI find themselves behind in market share to Panasonic because of Tesla Motors.
In the optimistic case of strong PHEV sales by German OEMs, LG Chem captures the number one spot by 2020. In the more likely case, however, it needs to win the Nissan supply deal, too.