Industry Movement
Pages 18–25 (8 pages)
Text on page 19
Cell manufacturing
Cell design
Pack design
Manufacturing
Cell chemistry
240GWh in Europe by 2030
Unified prismatic cell, solid-state
Cell-to-pack, then cell-to-vehicle
Dry coating
High-Ni, Mn-rich, LFP
3TWh Globally by 2030
4680 cell
Cell-to-vehicle
Dry coating, pre-lithiation
High-Ni, Mn-rich, LFP
Ultium Cells JV 70GWh
Ultium pouch cells
Ultium pack, multiple configurations
‘advanced’ processes
NMCA
BlueOvalSK JV, 130GWh
IonBoost pouch cell, solid-state
Flexible BEV architecture
LFP, Ni-based chemistry
ACC JV, 130GWh by 2025
Solid-state
Four platforms, Cell-to-pack
LFP, Ni-based chemistry
Envision, Verkor
Standardised cell, solid-state
Standardised module, in-house production
NMC
Northvolt
Standardised cell
Standardised module, in-house production
NMC
Industry Source: BloombergNEF, Company announcements
Extracted from the PDF; charts and images may read imperfectly.
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