DEVELOPMENT OF BATTERY CELL PRODUCTION IN EUROPE: MARKET DEVELOPMENT AND ECOSYSTEM STRUCTURES
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DEVELOPMENT OF BATTERY CELL PRODUCTION IN EUROPE: MARKET DEVELOPMENT AND ECOSYSTEM STRUCTURES KEY INSIGHTS FROM THE BATTERY CELL PRODUCTION ACCOMPANYING RESEARCH Jan-Hinrich Gieschen, Dr. Carolin Zachäus, Dr. Aiko Bünting, Dr. Frederik Vorholt Accompanying Research for the funding programme for Battery Cell Production 13th international symposium “Kraftwerk Batterie – Advanced Battery Power”, April, 28.-29. 2021 Postersession, P-066
EU BEV & BATTERY MARKET ACTIVITY
New BEV registrations Battery demand Global cell production capacity
United States
Passenger cars:
Total number (2020 vs. 2019)
total number (2020 vs. 2019)
2020
2020 BEV registrations EU
↗ 526.397 (+ 113%)
Europe
6% 305
Light com. veh.: 35 GWh GWh
EU
↗ 28.645 (+ 38%) (+ 121%)
Asia
Buses: + 410
GWh/a
→ 1.495 (- 1%)
incl. United States
IPCEI
BEV market ramp-up in 2020 2030
Key messages
Significantly increased battery battery demand EU
Forecast 2030
demand Europe
600 GWh 35% 1.208
More than twenty-fold increase
GWh
in cell production capacity in EU
Asia
Database/Sources: New registrations: eafo.eu; Forecast 2030 battery demand EU: Transport & Environment (2021), From dirty oil to clean batteries, available online:
01.04.2021 2
https://www.transportenvironment.org/sites/te/files/publications/2021_02_Battery_raw_materials_report_final.pdf, last accessed 03/11/2021IPCEI PROJECTS COVER THE ENTIRE BATTERY VALUE CHAIN TO
CREATE A PROSPERING ECOSYSTEM
European Commission approved two Important
Projects of Common European Interest (IPCEI on
Batteries & EuBatIn) to support research &
innovation in the battery value chain
In total 54 companies working together with 150
Key messages
external partners on around 300 projects in 12
member states
A major impact on value creation in Europe is
expected
The activities are equally distributed along the
battery value chain
For a detailed look at the IPCEIs please visit my
colleague Dr. Stefan Wolf in poster session 7!
Number of activities in the specific parts of the value chain
RAW MATERIAL MATERIAL CELL MODULE AND SYSTEMS BATTERY
EXTRACTION PRODUCTION MANUFACTURING ASSEMBLY RECYCLING
01.04.2021 3
21 21 28 23
Sources: Press Releases of European CommissionAN OVERVIEW OF THE BATTERY ECOSYSTEM: STRUCTURES,
ACTORS AND DRIVERS
Modeling approach of the ecosystem and key facts Network structures of the considered ecosystem and thematic focus
N=3,178 different actors:
- 81% companies
- 12% research institutions
- 5% networks/associations.
Over 370.000 connections on three
networking levels
- research,
- value creation
- strategic activities.
Based on the data given, comparatively few key actors take on an interface function and
Key messages
establish connections between different parts of the ecosystem.
Many actors are only well connected within institutionalised networks such as
associations. But they lack connections to other parts of the ecosystem. Actors in the ecosystem usually focus in their activities on several value creation stages, which in practise cannot be seperated. Analytically, nine different
stages in three different clusters (production, ressources, use) can be distinguished.
There are companies in the poorly connected, weakly integrated part of the ecosystem
with specialised knowledge to develop innovative products and processes.
Research level consists of public funded research activitities (201 projects), value creation level consists of easy assessible value creation activities (50 joint ventures), strategic level consists of strategic 01.04.2021 4
relevant activities (23 associations/networks); no distinction between geographical levels, therefore a slight bias in the presentation is possible; Database/Sources: R&D activities: Förderkatalog, CORDIS;
Joint ventures and strategic activities: own research based on news and company/association websitesEMBEDDEDNESS OF IPCEI ACTORS IN THE ECOSYSTEM
Location of IPCEI activities within the
considered ecosystem (network view)
34 out of 54 (63%) IPCEI actors
are already part of the
considered ecosystem.
20 (37%) companies are not or
only indirectly (e. g. via group
level) connected to the
ecosystem.
EuBatIN activities
IPCEI on batteries activities
No IPCEI-related acitivites
IPCEI projects are among the key players in the
entire ecosystem (taking into account the database
used in this study)
This is a good starting point to transfer knowledge
Key messages
generated in the IPCEI projects into the ecosystem
to support the sustainable development of a
European battery ecosystem
Nevertheless, there is still a need to bring IPCEI
actors in position as a communicator and as a
bridge builder to strengthen the ecosystem. Spill-
over activities play an important role in this context.
Research level consists of public funded research activitities (201 projects), value creation level consists of easily assessible value creation activities (50 joint ventures), strategic level consists of strategic 01.04.2021 5
relevant activities (23 associations/networks); no distinction between geographical levels, therefore a slight bias in the presentation is possible; Database/Sources: R&D activities: Förderkatalog, CORDIS;
Joint ventures and strategic activities: own research based on news and company/association websitesCONCLUSIONS
The significant market ramp-up of electrified vehicles confirms the forecast demand for battery cells
Accelerated by pan-European funding, a cell production industry is being established
The ecosystem analysed has good prerequisites with numerous well-connected companies and research institutions,
although the raw materials and recycling sectors are still underrepresented
Within the IPCEIs, the development of an industry along the entire value chain is promoted – including the raw
materials and recycling sectors
For sustainable and competitive battery cell production, an exchange of experience through networking of all
stakeholders in the new industry is just as crucial as the involvement of small local companies along the value chain
Strategic activities as well as a broad set of dissemination activities will support this exchange and facilitates the
integration of the ecosystem to develop a sustainable and competitive battery cell production
01.04.2021 6Thank You!
Jan-Hinrich Gieschen
Scientific Consultant Dr. Carolin Zachäus
Carolin.Zachaeus@vdivde-it.de
VDI/VDE Innovation + Technik GmbH
Steinplatz 1
10623 Berlin
Germany Dr. Aiko Bünting
Aiko.Buenting@de.tuv.com
Jan-Hinrich.Gieschen@vdivde-it.de
www.vdivde-it.de
Download our study here
German version English version Dr. Frederik Vorholt
Frederik.Vorholt@de.tuv.com
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