Interessante Grafik über den Einfluß von Tesla bei den Batterieherstellern.
The key chart, compiled by Adamas Intelligence, shows how Tesla influences its suppliers. Before we go into details, just take a look at how dependent Panasonic‘s battery business is on Tesla:
The South Korean company is the largest lithium-ion cell supplier for passenger xEVs globally with probably around 38 GWh deployed in cars sold in 2020.
LG Energy Solution looks very healthy. The volume is growing, the market presence is diversified geographically, there is a high number of various customers and the battery business is profitable.
According to the latest report, Tesla represents “just” nearly 20% of LG Energy Solution’s xEV battery sales. However, that’s still enough to consider MIC Model 3 as the largest project for the company.
Chinese CATL is even more diversified in terms of the number of customers/cars, but focused mostly in China.