The other automotive lithium ion gigafactory

December 27, 2010
http://www.nec.co.jp/press/en/1012/2702.html

10 gWh

as used in Nissan and Mitsubishi plugin in automotive vehicles

RobStark said:

Li-Ion batteries dominate the market, but now they only own 88% vs 92% the year before, because Chinese battery makers (Like BYD or BPP) prefer LiFePo4 (8% share now vs 4% in 2013).



​

Click to expand...

LiFePO4 IS Li-ion

more specifically, if it uses Li-ions and a carbon or titanate anode, its li-ion

Jose does a great job.

as per Jose, 2014 had 63.3k Nissan EV, 36.7k Mitsubishi, and perhaps 5k Renaults using NEC cells (Kangoo ZE)
ignore the Renaults, so thats 100k plug in vehicles using NEC electrodes in 2014.

2/3 24kWh EVs, 1.6gWh
1/3 12kWh PHEVs 0.4gWh

2.0 gWh was used for 100k plugin vehicles

so a 10gWh NEC cathode factory could provide up to 10/2 *100k = 500k EV/PHEV

(GS Yuasa uses NEC cathode for Outlander PHEV generation vehicles NEC and GS Yuasa Reach Agreement on　Supplying Lithium-Ion Battery Components: Press Releases | NEC )


so the division tends to be (wine example)

supply up to and including lithium-ion battery electrodes at NEC (grapes crushing)
assembly into cells and curing at cell factories at 4+ locations (Nissan & Mitsubishi) (bottling and fermenting the wine)

its sensible, land is expensive in Japan, so the cell assembly, aging and inspection occurs overseas in lower land cost countries,
Japan is great at chemicals and precision, so the electrode manufacture occurs in Japan.

BYD automotive is a cheap brand, their 5-4-2 strategy is very premium for their brand and seems to working great (under 5 secs 0-100km/h - 4x4 - under 2 litres/100km)
assuming that they are using 13kWh batteries, then it is similar to Mitsubishi PHEVs but tuned for acceleration.

So not competitors to Tesla, but both increasing the plugin market considerably.

BYD is the top plugin seller of real vehicles in China
Mitsubishi is the top plugin seller of real vehicles in EU
Nissan is global top seller of plugin real vehicles
Tesla is the global top revenue earner and top kWH seller of real plugin vehicles

(i used real plugin vehicles as a a distinction vs Chinese low speed electric vehicles, the low speed Chinese market is probably around the same size as real plugin vehicles in the rest of the world combined, but are a different beast, for an overview see

Shandong EV Expo | CarNewsChina.com - China Auto News )

bump