HEV PHEV EV market Battery is the key- Florida C. pillot - March 2010.pdf

THE HEV P-HEV EV MARKET WORLDWIDE IMPACT ON THE BATTERY BUSINESS Information for growth Christophe PILLOT c.pillot@ THE 27TH INTERNATIONAL BATTERY SEMINAR EXHIBIT Fort Lauderdale, Florida Tuesday, March 16th 2010 Information for growth Tel.: + 33 1 47 78 46 00 c.pillot@ OUTLINE 1. THE RECHARGEABLE BATTERY MARKET IN 2009 2. ELECTRIC VEHICLE SEGMENTATION 3. HEV MARKET BY COMPETITOR AND BY AREA 4. FORECASTS BY 2020 5. IMPACT ON THE BATTERY BUSINESS HEV, P-HEV EV WORLDWIDE MARKET - IMPACT ON THE BATTERY BUSINESS - FORT LAUDERDALE, FLORIDA - MARCH 2010 2 Information for growth Tel.: + 33 1 47 78 46 00 c.pillot@HEV, P-HEV EV WORLDWIDE MARKET - IMPACT ON THE BATTERY BUSINESS - FORT LAUDERDALE, FLORIDA - MARCH 2010 3 MAIN QUESTIONS ? Impact of the financial economic crisis on the HEV market the PHEV or EV developments? ? Will the HEV penetration continue ? Where is the limit? ? Car suppliers strategy for HEV, PHEV EV? Do they believe in those markets? ? What are the main market drivers limiters? ? When will Li-ion appeared in HEV? NiMH Vs. Li-ion for HEV? ? Which Li-ion batteries for the future HEV, PHEV EV? ? Cobalt, Lithium, Nickel or Phosphate future needs? ? Market for EV, PHEV HEV batteries in 2015 2020 ? ? Who will be the main battery suppliers? Information for growth Tel.: + 33 1 47 78 46 00 c.pillot@ WHY HEV? Source :Energy Information Administration, US Government 0 20 40 60 80 100 120 U S $ / b ar re l Price of the WTI barrel of oil, US $ Source :/emeu/steo/pub/contents.html CO2 density in the atmosphere increase IPCC, Intergovernmental Panel on Climate Change, Climate Change 2007, Synthesis Report p38 HEV, P-HEV EV WORLDWIDE MARKET - IMPACT ON THE BATTERY BUSINESS - FORT LAUDERDALE, FLORIDA - MARCH 2010 4 0 10 20 30 40 50 60 70 80 90 100 M ill io n b ar re ls p er d ay Petroleum consumption worldwide 1960-2009 Information for growth Tel.: + 33 1 47 78 46 00 c.pillot@ HEV, P-HEV EV DEFINITION SEGMENTATION 144 v … - 14 v 14 – 42 v