Cell & Pack Manufacturing

APAC gigafactory development is diverging:

Indian gigafactories are progressing slowly

Chinese companies are shifting capacity to ASEAN to circumvent trade barriers and respond to intensifying domestic competition

South Korea and Japan are slowing down capacity expansion amid weaker global EV demand

APAC Gigafactory - 495* GWh 6,401 from China) of Capacity INDIA 1 Ola, Tamil Nadu, 100 GWh) 2 Reliance, Gujarat, 50 GWh) 3 Agratas / TATA, Gujarat, 20 GWh) 4 Amara Raja, Telangana, 16 GWh) 5 Exide, Karnataka, 12 GWh) 6 Godi, Hyderabad, 12 GWh) 7 24M / Lucas TVS, Thervoy Kandigai, 10 GWh) 8 LGES / JSW, India, 10 GWh) 9 Nash Energy, India, 0.6 GWh 10 GWh) 10 Mahanagar / IBC Inc., Bengaluru, (+unknown GWh) VIETNAM 10 Gotion / VinES, Vung Ang, 5 GWh 11 Tianneng, Nghe An, 2 GWh 12 Exquisite Highpower), Hai Phong, (+unknown GWh) THAILAND 13 Sunwoda, Chon Buri, 17.4 GWh) 14 GPSC, Map Ta Phut, 10 GWh) 15 EA Amita Technology, Bang Pakong, 4 GWh 16 24M / Nuovo+, Rayong, 0.1 GWh MALAYSIA 17 Samsung SDI, Seremban, unknown GWh, 16 GWh) 18 EVE Energy, Kedah, 11 GWh) 19 Tenpower, Selangor, ~5 GWh 20 Highstar, Johor, 2.5 GWh 21 CosMX, Seremban, (+unknown GWh) 22 Enovix, Seremban, (+unknown GWh)

INDONESIA 23 LGES / Hyundai, Karawang, 10 GWh 20 GWh) 24 CATL, Karawang, 15 GWh) 25 REPT Battero, Weda Bay, 8 GWh SOUTH KOREA 26 LGES, Ochang, 21 GWh 12 GWh) 27 Samsung SDI, Cheonan, unknown GWh, 12 GWh) 28 SK On, Seosan, 5 GWh 29 Kumyang, Gijang, (+unknown GWh) JAPAN 30 PPES, Himeji, Japan, unknown GWh, (30 GWh) 31 AESC, Kanagawa, 2.6 GWh 32 AESC, Ibaraki, 6 GWh, 12 GWh) 33 Panasonic, Osaka, 4 GWh 34 Panasonic, Uchida, 10 GWh 35 Panasonic, Asonaka, (+unknown GWh) 36 Panasonic, Gunma, 16 GWh) 37 Nissan, Japan, 5 GWh** TAIWAN 38 Formosa Smart Energy, Changhua, 2.1 GWh, 2.9 GWh) 39 ProLogium, Taoyuan, 2 GWh 40 Molicel, Kaohsiung, 1.8 GWh 41 Molicel, Tainan, 1.5 GWh CHINA See “Chinese Gigafactoryˮ on the following pages.

Source: All uncited factories are from Battery Production, India 1, India 2, Thailand, New Energy Terminal *total includes future & current capacities; excludes plants with halted construction note: sodium-ion excluded

BASIC FORMAT = Current Capacity GWh, (+Additional Future Capacity GWh) CONSTRUCTION HALTED/BANKRUPTCY = (+Additional Future Capacity GWh)** DECOMMISSIONED = Previous Capacity GWh

Extracted from the PDF; charts and images may read imperfectly.