Document Overview

Business Strategy: Lithium Ion Manufacturing Global Buildout — Supply and Demand Forecasts

Authors: Sam Jaffe, Casey Talon, Kazuhiko Ishimori, Roberta Bigliani, Freda Tong, Rick Nicholson
Document #EI232266
PublishedDecember, 2011
Document TypeBusiness Strategy
Number of Pages     20
Number of Figures     10

Overview

This IDC Energy Insights report quantifies the global manufacturing buildout for lithium ion (Li-ion) batteries on a regional basis and by chemistry type and then compares the potential supply of Li-ion batteries with a forecast of global demand. The world is in the midst of an enormous manufacturing buildout for Li-ion batteries. The 2011 manufacturing capacity of 6,689MWh will increase to 26,149MWh by 2015, thanks to massive private and public investment in the sector.

"The lithium ion manufacturing buildout will reach a rough equilibrium with demand from car manufacturers, consumer electronics buyers, and electricity grid operators over the course of the next few years," says Sam Jaffe, research manager, IDC Energy Insights. "This will lead to a dramatic reduction in price for Li-ion cells to as low as $400/kWh by 2015."

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