SupplierBusiness

Asian Hybrid, EV & Battery Report

2013 edition supplierbusiness.com

Sectoral Report

IHS Automotive

2013 edition 2 © 2013 IHS

IHS Automotive SupplierBusiness | The Asian Hybrid, EV and Battery Report

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IHS AutomotiveSupplierBusiness

ContentsIntroduction ..................................................................................................................................................................... 4

2013 and beyond .......................................................................................................................................................... 6EVs Versus Fuel Cell Vehicles .................................................................................................................................... 7

Toyota ............................................................................................................................................................................... 8Toyota, the big winner ................................................................................................................................................. 8Toyota’s roadmap: hybrids, plug-in hybrids, then fuel cell vehicles ..................................................................... 9Toyota joins with BMW in future powertrain technologies..................................................................................... 9

Honda ............................................................................................................................................................................. 11Honda tests market with its first plug-in hybrid .................................................................................................... 11

Nissan ............................................................................................................................................................................. 13Nissan comes up short in 2012 ................................................................................................................................ 13Doubling down on the LEAF ..................................................................................................................................... 13

Mitsubishi ...................................................................................................................................................................... 15Mitsubishi ‘plug-in’ strategy stalls for the moment .............................................................................................. 15

Hyundai .......................................................................................................................................................................... 16Hyundai & Kia opt for lithium ................................................................................................................................... 16

Mazda ............................................................................................................................................................................. 17Mazda takes conventional powertrain route .......................................................................................................... 17First ‘Mazda’ hybrid on the way ............................................................................................................................... 17

Subaru ............................................................................................................................................................................ 19Subaru readies first hybrid ....................................................................................................................................... 19Suzuki planning plug-in Swift launch ...................................................................................................................... 19

Idle-stop systems making inroads; mild hybrids stall ............................................................................................. 20Suzuki’s ‘Ene-Charge’ system... .............................................................................................................................. 20Mazda ‘i-ELOOP’ ........................................................................................................................................................ 20Panasonic’s new 12-volt energy recovery system ................................................................................................. 20

Japanese truck & busmakers ...................................................................................................................................... 23Hino Motors, Ltd. ....................................................................................................................................................... 23Isuzu Motors, Ltd. ...................................................................................................................................................... 23Mitsubishi Fuso Truck & Bus Corp .......................................................................................................................... 23

Battery market facing overcapacity ........................................................................................................................... 25Automotive Energy Supply Corp. ............................................................................................................................. 25Blue Energy Co., Ltd. ................................................................................................................................................. 26Lithium Energy Japan ............................................................................................................................................... 27Hitachi Vehicle Energy Ltd. ....................................................................................................................................... 27LG Chem Ltd. .............................................................................................................................................................. 28Panasonic Corp. ......................................................................................................................................................... 29Primearth EV Energy Co., Ltd................................................................................................................................... 31Samsung SDI Co., Ltd. .............................................................................................................................................. 32Toshiba Corp. ............................................................................................................................................................. 32

Supplier Profiles ............................................................................................................................................................ 34B456 Systems (formerly A123 Systems) .................................................................................................................. 34AESC ............................................................................................................................................................................ 38

2013 edition 3 © 2013 IHS

IHS Automotive SupplierBusiness | The Asian Hybrid, EV and Battery Report

TablesTable 1: Hybrid-EV Sales in 2012 ................................................................................................................................... 4Table 2: 2015 Fuel Economy Targets in Japan, South Korea, the US & the EU ....................................................... 6Table 3: Hybrid/EV Production Outside Japan & South Korea ............................................................................... 10Table 4: Cumulative Lithium Battery Shipments to Mitsubishi (by Supplier & Model) ......................................... 15Table 5: CX5 Engine Specifications: ........................................................................................................................... 18Table 6: Cars Installed with Idle-Stop ........................................................................................................................ 20Table 7: Japanese Hybrid Truck Specifications ........................................................................................................ 24Table 8: Hybrids with Lithium-Ion Batteries*............................................................................................................. 25Table 9: LEAF Battery Specifications: ........................................................................................................................ 26Table 10: Civic Hybrid/Insight Battery Specifications: ............................................................................................ 26Table 11: LEV50 Specifications:................................................................................................................................... 27Table 12: Hitachi Battery Specifications: ................................................................................................................... 28Table 13: LG Chem Battery Specifications: ............................................................................................................... 29Table 14: Sanyo Lithium-ion Battery Specifications (18650 type): .......................................................................... 30Table 15: Panasonic/Sanyo Lithium Battery Customers .......................................................................................... 30Table 16: Primearth Battery Specifications ............................................................................................................... 31Table 17: Primearth Batteries by Model and Type .................................................................................................... 31

Aleees .......................................................................................................................................................................... 39Amberjac ..................................................................................................................................................................... 41Amperex ...................................................................................................................................................................... 42Axion Power ............................................................................................................................................................... 43Blue Energy Japan ..................................................................................................................................................... 45BYD .............................................................................................................................................................................. 46Continental ................................................................................................................................................................. 51Deutsche Accumotive ............................................................................................................................................... 66Dow Kokam ................................................................................................................................................................ 67EIG ............................................................................................................................................................................... 69Exide Technologies ................................................................................................................................................... 71LG Chem ..................................................................................................................................................................... 75Lithium Energy Japan ............................................................................................................................................... 78SK Innovation ............................................................................................................................................................. 80Sumitomo Electric ..................................................................................................................................................... 82Valence ........................................................................................................................................................................ 86Visteon ........................................................................................................................................................................ 89Yazaki .......................................................................................................................................................................... 97