http://www.greencarreports.com/news/1103532_have-battery-makers-become-more-important-for-electric-cars-than-carmakers
Have battery makers become more important for electric cars than carmakers?
Apr 21, 2016  Stephen Edelstein

[image  
http://images.hgmsites.net/lrg/battery-pack-assembly-for-2015-chevrolet-spark-ev-electric-car-at-gms-brownstown-michigan-plant_100466966_l.jpg
Battery pack assembly for 2015 Chevrolet Spark EV electric car at GM's
Brownstown, Michigan, plant

http://images.hgmsites.net/lrg/tesla-gigafactory-march-2016-shown-in-drone-footage-posted-to-youtube-by-above-reno_100551234_l.jpg
Tesla gigafactory, March 2016, shown in drone footage posted to YouTube by
Above Reno

http://images.hgmsites.net/med/tesla_100325170_m.jpg
Tesla Motors - Model S lithium-ion battery pack
]

When it comes to electric cars, range and cost are still two of the biggest
obstacles barring the way to mass adoption.

Carmakers strive to put battery packs with the most capacity at the lowest
price in their vehicles to make them more attractive to consumers.

That makes the companies that manufacture the cells that go into those packs
more important than ever.

But could they become more important than the carmakers themselves?

Battery suppliers may soon become the "lead actors" in electric-car
development, suggests a recent Navigant Research blog post.

LG Chem is most likely to invite analysts to draw that conclusion.

The Korean company partnered with General Motors to supply batteries for the
2017 Chevrolet Bolt EV.

But it also provides a wide variety of other components, from the drive
motor to the instrument cluster—some designed by GM, others designed
in-house by LG Chem.

The far-reaching partnership was likely what allowed GM to follow such an
aggressive timeline for the launch of its 200-mile electric car.

The Bolt EV was first shown as a concept in January 2015 at the Detroit Auto
Show, and is scheduled to go into production before the end of this year.

Panasonic is also heavily involved with its main client, Tesla Motors.

The Japanese electronics company is providing both cash and technical
expertise for Tesla's lithium-ion cell "Gigafactory" near Reno, Nevada.

Panasonic is also poised to enter the Chinese electric-car market through a
partnership with Dalian Levear Electric Company.

Chinese carmakers usually rely heavily on foreign input, so it will be
interesting to see how Panasonic's relationship with companies in the
country takes shape.

While GM and Tesla benefit from these collaborations, the growing influence
of battery suppliers recently triggered some nervous comments from Sergio
Machrionne, CEO of Fiat Chrysler Automobiles.

Hardly a fan of electric cars to start with, Marchionne said in January that
electric powertrains will lead carmakers to cede control of basic vehicle
design to suppliers.

Internal-combustion powertrains are the only area of car design where
automakers still control proprietary knowledge, Marchionne said; a switch to
electric powertrains would erase that.

There's also nothing stopping suppliers from selling battery cells and other
components to new, non-traditional automakers.

Many analysts expect electric powertrains to facilitate the entry of
companies like Apple into the car industry.

Startups like Faraday Future are already trying to repeat the success of
Tesla, and British vacuum manufacturer Dyson is also rumored to be mulling
an electric car.

It's also worth noting that giant consumer-electronics company Samsung sells
cars under its own brand in South Korea, its home country.

While those are presently rebadged versions of Renault products, who's to
say the company might not branch out into designing its own electric cars in
the future?
[© 2016 Green Car Reports]




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