Industry Value Chain
Cover and introductionp.1
IndustryOverviewp.5
IndustryNotable Eventsp.7
IndustryIndustry Value Chainp.21
IndustryFinancep.50
IndustryCostsp.68
IndustryCell & Pack Manufacturingp.83
IndustryApplicationsp.127
IndustryApplications: EVp.130
IndustryApplications: Stationary Energy Storagep.182
IndustryApplications: Data Centersp.233
IndustryApplications: Aviation, Drones, Spacep.243
IndustryApplications: Roboticsp.256
IndustryApplications: Otherp.264
IndustrySafetyp.266
IndustryCell Design and Materialsp.282
IndustryCell Design and Materials: Li-Ionp.297
IndustryCell Design and Materials: Lithium Sulfurp.360
IndustryCell Design and Materials: Solid-Statep.367
IndustryCell Design and Materials: Sodium-Ionp.387
IndustryCell Design and Materials: Alternative Chemistriesp.397
IndustrySupply Chain: Upstream and Midstreamp.419
IndustrySupply Chain: Recycling & Secondary Marketsp.439
IndustrySoftware / AIp.455
ChinaOverviewp.486
ChinaHistoryp.489
ChinaPolicy Landscapep.498
ChinaTalent & Ecosystem Maturityp.505
ChinaCapitalp.510
ChinaSupply Chainp.518
ChinaTechnology Innovationp.536
AcademiaOverviewp.552
AcademiaResearch Trendsp.555
AcademiaSeminal Literaturep.560
AcademiaFundamentalsp.571
AcademiaLithium-Ionp.575
AcademiaSolid State Batteriesp.594
AcademiaBattery Degradation and Performancep.605
AcademiaNew / Alternative Chemistriesp.618
AcademiaFast Charging & Extreme Fast Chargingp.630
AcademiaArtificial Intelligence and Machine Learningp.632
AcademiaBattery Management System (BMS)p.638
AcademiaRecyclingp.642
AcademiaBattery Safetyp.649
TalentOverviewp.653
TalentWorkforce Landscapep.657
TalentEmerging Trendsp.662
TalentPolicy & Immigrationp.668
TalentCompensation & Benefitsp.675
TalentIndustry Sentimentp.680
TalentSkills & Training Gapsp.687
TalentEducational Developmentp.692
TalentWorkforce Researchp.698
TalentAccess & Advancementp.702
PolicyNorth Americap.706
PolicyEuropep.724
PolicyAsiap.731
PolicyLegalp.737
CommunityConferencesp.755
PredictionsThe Next 12 Monthsp.760
Closing pagesp.762
Directory profiles (7)
Organizations mentioned or cited on this 2025 report page. A historical mention does not establish current products, availability or endorsement.
Sources and links on page 31 (1)
Links embedded in the original report PDF, including citations and other references. These destinations have not been independently reviewed. Links open in a new tab.
Text on page 31
Chinese & European Players are Partnering to Ensure Ramp-Up and De-Risking for Overseas Projects Chinese battery manufacturers have created a strong foothold in the European market. One third of gigafactory capacity planned in Europe will have Chinese involvement. Many Chinese operations involve a local European partner (industrial or financial) to share costs and risks. This also applies to p/CAM/AAM projects. Almost all major joint venture battery plants are for the EV sector, whereas there is less of an imperative to localise ESS battery plants in Europe due to higher costs and minimal trade barriers. The concern from the European side is that these partnerships currently lack meaningful knowledge sharing. The EU is hinting at a regulatory framework for this under proposals for the Clean Industrial Deal.
Source: Transport & Environment
Multiple
GWh (status) Ownership structure
VW holds 26.5% in Gotion
Gotion: 80% | InoBat: 20%
IP or technology transfer provisions
“Limited”
Some
Local supply chain
Local workforce
Equal battery side decision-making
Local R&D centre
❌ Some, incl local schools
Stellantis: 50% | CATL: 50%
AESC: 80% | Nissan: 20%
AESC: 100%
AESC: 100%
❌ ❌ No known provisions
Some
No known provisions
No known provisions
No known provisions
Extracted from the PDF; charts and images may read imperfectly.