Li-ion battery overcapacity will occur later in the decade, believe Roland Berger

The share of electrified powertrains is expected to increase significantly in all major automotive markets as a result of marked decreases in the cost of batteries over the next decade. Yet the desire to capitalise on this growing market may lead to problems in the years ahead: According to Roland Berger Strategy Consultants, planned investments in battery production will result in significant overcapacity occurring between 2014 and 2017, especially in the US and in Japan. As a consequence, experts at the strategy consultancy believe only six to eight global battery manufacturers will survive the next five to seven years. This is the conclusion the company drew from its “Powertrain 2020 – Li-ion batteries – The next bubble ahead?" market survey... Please login below.

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