SWOT Analysis, page-87

mike - I think it is the other way around. SKI has Kia and used to have some of Daimler's business but it now looks like it has been pushed aside by CATL in this year's contracting round.

Check this, for example, re the state of play in Europe:

"Still, with the value of the European market for EV batteries expected to climb to €250 billion by 2025, there is a lot of money to be made by someone. Just this week, BYD announced it plans to stick its oar into the European battery market. It already has electric bus assembly plants in Hungary and France. The company has not said where its new factory will be located.

Let’s take a look at the battery-factory-in-Europe picture as of this very moment, thanks to the folks at Climate Change News. They list 7 new factories planned or underway on the continent.

¤ Samsung SDI — Göd, Hungary. Late 2018. Cost: $358 million Output: 2.5 GW per year.​

¤ SK Innovation — Komárom, Hungary. 2020. No further details.​

¤ TerraE — 2 unidentified locations in Germany. No further details.​

¤ Daimler — two locations, one in Kamenz and one in Untertürkheim. Scheduled for late 2018. No further details.​

¤ LG Chem — Wroclaw, Poland. Schedule for late 2019. No further details.​

¤ Northvolt — Skellefteå, Sweden. Funding completed. Production scheduled for 2020.​

¤ Fortum — Somewhere in Finland. Status: rumored. No further details.​

¤ Panasonic/Tesla — Both companies plan to add battery factories in key markets. Plans for Europe are unspecified.​

¤ CATL — Chinese company has announced plans for a European factory but provided no details.​

With the amount of money at stake, there are bound to be big winners and big losers. Most of the world’s auto manufacturers seem to be content to let the battery companies take the considerable risks associated with building battery factories and simply buy from whoever can deliver finished products at the lowest cost.

Picking winners and losers in this particular high-stakes horse race is going to be a very difficult thing to do.

https://cleantechnica.com/2018/06/05/european-lithium-ion-battery-dilemma-build-or-buy/