The electric vehicle (EV) market is currently undergoing rapid expansion and automotive batteries play a crucial role, constituting 30-40% of the bill of materials (BOM) for EVs. The embedded battery technology significantly influences the performance of these vehicles. Among automotive battery manufacturers in China, Contemporary Amperex Technology (CATL) has emerged as a leading player in recent years. CATL serves not only as a partner for both upstream and downstream battery manufacturers but also as a respected rival for midstream battery manufacturers. This report provides the overview of the developmental history of CATL, explores its strategies across various supply chain stages, and examines its future development outlook.
Table of Contents
1.Develo1.Development Trends in the Global Automotive Battery Market
1.1 LFP Materials to Dominate Li-ion Battery Technology
1.2 Continued Growth in the Chinese, European, and US EV Markets
1.3 Li-ion Battery Industry Chain Closely Tied to Raw Materials and Geopolitics
2.CATL’s Development Strategies
2.1 Development History
2.2 Major Business and Revenue Performance
2.2.1 Business Scope
2.2.2 Revenue Mainly from Automotive Batteries with Sustained Declines in Gross Margin
2.3 Supply Chain Deployment
2.3.1 Deployment in Upstream Mineral Resource and Material Suppliers
2.3.2 Leveraging Supply Chain Advantages to Enhance Competitiveness through Lithium Ore Rebate Strategy
2.4 Product Deployment
2.5 Sales Deployment
2.5.1 CTC Technology to Change Midstream and Downstream Relationships through Customization
2.5.2 Venturing into Battery Swapping Services to Capture End Users
3.MIC Perspective
Appendix
List of Companies
List of Tables
Table 1: Estimated Demand for Automotive Batteries in Major Regions (GWh/year)
Table 2: Market Share of Major Automotive Battery Manufacturers in 2022
List of Figures
Figure 1: Share of LFP Batteries and Ternary Lithium Batteries in Global Production, 2021 - 2025
Figure 2: CATL Revenue Breakdown by Business
Figure 3: Changes in CATL's Gross Margin
Figure 4: CATL's Deployment Strategy in Upstream Raw Material Suppliers
Figure 5: CATL's Deployment Strategy in Upstream Material Suppliers
Figure 6: CATL's 2023 Lithium Ore Rebate Strategy
Figure 7: CATL's CTP Technology
Figure 8: CATL's CTC Technology"
Table of Contents
1.Develo1.Development Trends in the Global Automotive Battery Market
1.1 LFP Materials to Dominate Li-ion Battery Technology
1.2 Continued Growth in the Chinese, European, and US EV Markets
1.3 Li-ion Battery Industry Chain Closely Tied to Raw Materials and Geopolitics
2.CATL’s Development Strategies
2.1 Development History
2.2 Major Business and Revenue Performance
2.2.1 Business Scope
2.2.2 Revenue Mainly from Automotive Batteries with Sustained Declines in Gross Margin
2.3 Supply Chain Deployment
2.3.1 Deployment in Upstream Mineral Resource and Material Suppliers
2.3.2 Leveraging Supply Chain Advantages to Enhance Competitiveness through Lithium Ore Rebate Strategy
2.4 Product Deployment
2.5 Sales Deployment
2.5.1 CTC Technology to Change Midstream and Downstream Relationships through Customization
2.5.2 Venturing into Battery Swapping Services to Capture End Users
3.MIC Perspective
Appendix
List of Companies
List of Tables
Table 1: Estimated Demand for Automotive Batteries in Major Regions (GWh/year)
Table 2: Market Share of Major Automotive Battery Manufacturers in 2022
List of Figures
Figure 1: Share of LFP Batteries and Ternary Lithium Batteries in Global Production, 2021 - 2025
Figure 2: CATL Revenue Breakdown by Business
Figure 3: Changes in CATL's Gross Margin
Figure 4: CATL's Deployment Strategy in Upstream Raw Material Suppliers
Figure 5: CATL's Deployment Strategy in Upstream Material Suppliers
Figure 6: CATL's 2023 Lithium Ore Rebate Strategy
Figure 7: CATL's CTP Technology
Figure 8: CATL's CTC Technology"
