Battery Manufacturing 2030+: From Hype to Hard Truths
- hoffmann58
- vor 2 Tagen
- 1 Min. Lesezeit
The study 'Battery Manufacturing 2030+: From Hype to Hard Truths', jointly conducted by Porsche Consulting, VDMA, Agora Strategy, and Fraunhofer ISI, provides a strategic reassessment of the global battery industry amid shifting market dynamics. Building on the earlier “Battery Manufacturing 2030: Collaborating at Warp Speed” report, it highlights how the once-booming gigafactory expansion has entered a phase of slower, more uncertain growth.
Executive Summary
Gigafactory momentum is slowing, but the battery market continues to grow. Funding and industrialization risks threaten announced capacities in Europe and North America.
Geopolitical fragmentation is reshaping the battery value chain. Regionalization, resource nationalism, and tech decoupling demand localized strategies and policy alignment for industrial resilience.
Asian suppliers lead the battery equipment market, powering 90 percent of the first gigafactories. Newcomers are shifting from turnkey to cherry-picking single-process tools.
The battery equipment market is expected to reach a cumulative value of € 250–280 billion by 2035, driven by rising demand, new gigafactories, factory upgrades, and tech integration needs.
Success for equipment makers lies in specialization, alliances, and process know-how. Policymakers must back R&D, geopolitical risk management, and Europefocused funding criteria.