Driving EV Innovation: Exploring Battery Format Diversity

The electric vehicle (EV) revolution is well underway, with manufacturers and consumers alike embracing the shift toward cleaner and more sustainable transportation. However, as the demand for EVs surges, the industry faces a significant challenge: ensuring a secure and sustainable supply of critical minerals essential for battery production. This article explores the dynamic landscape of long-term offtake agreements and investments in the critical minerals value chain by EV cell manufacturers and original equipment manufacturers (OEMs).
Currently, three primary cell configurations dominate the market: prismatic cells, pouch cells, and cylindrical cells. Each type brings its own set of advantages and disadvantages, making it essential for manufacturers to carefully choose the format that aligns with their product goals.

Prismatic cells, known for their stacked “layer” configuration, provide high packaging capacity, while pouch cells tout lightweight features due to their aluminum coating. Cylindrical cells, on the other hand, are prized for their design stability and scalability in mass production.

The market distribution among these formats has been shifting. According to a study by ADDIONICS, as of 2020, prismatic cells held around 40% of the market share, pouch cells around 35%, and cylindrical cells around 10%.

The diversity in formats allows manufacturers to tailor their solutions to specific use cases. However, this also poses challenges as it influences various aspects such as thermal management systems, temperature distribution, and overall battery performance.

Major players in the industry are making distinct bets on these formats. LG Chem and Samsung, both Korean giants, are producing cylindrical cells, with LG Chem doubling production to meet Tesla’s demand. Samsung, meanwhile, is focusing on prismatic batteries, securing a deal with Volkswagen for its electric vehicles.

In China, CATL and Gotion prefer prismatic cells, while Farasis, in partnership with Daimler and Geely, is betting on pouch-type batteries.

Notably, Panasonic, a significant supplier to Tesla, manufactures cylindrical cells that align with Elon Musk’s vision. Envision AESC, Nissan’s supplier for the Leaf model, produces pouch cells and aims to tap into the European market.

Even in Europe, the diversity trend continues. French start-up Verkor has chosen pouch cells for its forthcoming gigafactory, while Swedish company Northvolt has produced prismatic cells for its European battery.

In conclusion, the battery cell format remains a pivotal aspect of the automotive electrification landscape, with manufacturers pursuing tailored solutions for their unique needs. The absence of a clear consensus reflects the dynamic nature of the industry and the ongoing quest for the optimal battery technology.

Source: CIC energiGUNE

Source: CIC energiGUNE
Related news

Germany's decline slows EU EV market growth in first half of 2024

The European Union's electric vehicle market saw modest growth in the first half of 2024, driven…

read more
Electric Vehicles
Europe
Published by: Editorial board | July 19, 2024

Electric vehicles now cheaper than combustion models in China

China has reached a significant milestone in the electric vehicle (EV) market: EVs are now cheaper…

read more
Electric Vehicles
Asia
Published by: Editorial board | July 18, 2024

Five countries lead Europe’s electric truck charging infrastructure

Europe is advancing with the electrification of Heavy Duty Vehicles (HDVs). Recent data from Gireve shows…

read more
EV Charging
Europe
Published by: Editorial board | July 17, 2024

China leads the charge in global EV adoption, surpassing US And EU

Over the last two decades, the global electric vehicle (EV) market has seen remarkable growth, with…

read more
Electric Vehicles
Global
Published by: Editorial board | July 15, 2024