UBS releases cost report for lithium battery manufacturers

by:CTECHi     2021-07-30

Recently, UBS Group released the latest battery manufacturer cost report. Among them, Tesla and Panasonic have the lowest cost of lithium battery production technology, only 111 US dollars/kW·h (approximately RMB 771/kW·h) , Has become the first in the industry, and the second place is about 20% LG Chem The well-known domestic battery manufacturer CATL (CATL) is in fourth place, with a cost of more than US$150/kW·h (approximately RMB 1042/kW·h).

UBS analyst Colin Langan said that the dismantling and analysis of lithium-ion batteries produced by Tesla/Panasonic, LG Chem, Samsung SDI and CATL, especially The cost of Sla/Panasonic's 21700 cylindrical lithium-ion battery is 111 US dollars/kW·h, which is 37 US dollars lower than LG Chem’s 148 US dollars/kW·h, and has obvious cost advantages. At present, the cost of CATL is more than US$150/kW·h, which is slightly inferior to Samsung SDI, ranking fourth.

According to the above statistics, the current battery pack of 75kW·h and 100kW·h on Tesla’s models should have been between US$8,325 and US$11,100 (approximately RMB 57,839) -77119 yuan), the continuous compression of battery costs is also helping vehicles to obtain higher manufacturing profits. The UBS Group said that by 2025, the above-mentioned four manufacturers will control 70% of the new energy vehicle battery market, and the cost will continue to drop by 10% in 2-3 years.

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