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Electric Vehicle Batteries, 2021 Update – Thematic Research

This report focuses on electric vehicle (EV) batteries. Battery performance and cost has emerged as a key differentiator in the battery EV (BEV) sector. Competing chemistries and construction methods vie to become the new industry standard as players race to squeeze more capacity and longevity out of their products while also battling to reduce the cost of production.

The emerging field of solid-state batteries (SSBs) will also be examined. Of the competing next-generation battery technologies, this is by far the most developed, with prototype deployment in light vehicles expected around 2024 by companies including Toyota, BMW and Foxconn. If and when a company decides to invest in SSBs rather than today’s advanced Li-ion cells could make or break its future EV strategy.


This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

About our Thematic Research Ecosystem

GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Key Highlights

Analysis of the players in the EV battery field – including established manufacturing giants and high-tech startups developing new chemistries.

A full technology briefing on the intricacies of different battery approaches, including cell design, chemistry and pack layout.

A breakdown of the key trends shaping the EV battery sector.

Industrial analysis of the sector to help you understand the growth potential of EV batteries over time.

Details of the battery value chain that supports the industry, running from raw materials mined from the ground, to cell construction, to full EV pack assembly.

Full profiles of key battery companies, split by major battery producers and innovative startups.

Research backed up by GlobalData’s unique thematic engine.

Reasons to Buy

Understand the growth potential for EV batteries over time.

Formulate EV battery investment plans and understand the the competitive field of vendors.

Identify the emerging trends in EV batteries and how these developments might advance in the future.

Understand what innovative battery technology major players, leading vendors, and specialist vendors are investigating.

Get ahead on EV adoption – the transition to electrification in the light vehicle market is fully underway. EV sales are expected to rapidly grow, which will bring with it an associated increase in demand for EV batteries.

Who should buy?

Executives in the automotive and adjacent industries who want to understand the themes disrupting their competitive landscape and how EVs and EV batteries affects these.

Specialist vendors who want to identify market opportunities and competitor innovation.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

Key Players



CBAK Energy


LG Energy Solution




Samsung SDI

SK Innovation







Imprint Energy


Ionic Materials

Prologium Technology

Qing Tao Energy


Sila Nanotechnologies

Solid Power



Table of Contents

Table of Contents

Executive summary


Technology briefing


Industry analysis

Value chain


Sector scorecards


Further reading

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| About GlobalData

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