1. Automotive Battery Committee Market Outlook – update June 2017 EUROBAT AGM Brussels, 8 June 2017

2. SLI battery market - OEM+OES+IAM
Results EUROBAT SLI AGM/EFB Surveys (in M units)
→ Continuation of the replacement trend standard SLI / Advanced lead (AGM/EFB): confirmed also in 2016
→ Shift standard SLI : Advanced lead already a fact in the OEM (based on IHS Car production data 1Q2017)
88%
84%
79%
75%
73%
69%
31%
21%
25%
27%
16%
12%

3. Mild, full and pHEV OEM battery market potentials (in units – based on IHS car production data)
Battery Capacities: from 0,4 Ah (ex Honda Civic) to 17,3 Ah (ex. VW Bentley)
Variety of voltage: 48V (mild hybrids) to 650V (full hybrids)
EU Countries (17): Austria, Belgium, Czech Rep., Finland, France, Germany, Hungary, Italy, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, UK
OEM Manufacturers (23):
VW, BMW, Daimler, Ford, Jaguar, Magna-Steyr, PSA, Renault/Nissan, Toyota, Geely-Volvo, Hyundai, GM, Ford, BAIC, Suzuki, Honda, FCA, Ferrari, Tata, Proton, Austin Martin, McLaren,
Top 5 – contributing with +85%:
1. Germany (1,369,000*)
2. United Kingdom (439,000*)
3. France (324,000*)
4. Spain (221,000*)
5. Hungary (110,000*)
57%
56%
61%
Large variety in voltage levels 48V (mild hybrids) – 650V (full hybrids)
Lower capacities but large variety compared to EVs: from 0,4 (ex. Honda Civic) to 17,3 Ah (ex. VW Bentley)
Actuals: 2015/2016, estimates as from 2017
73%
26%
29%

4. EV OEM battery market potentials
(in units – based on IHS car production data)
EU Countries (11): Austria, Belgium, Czech Rep., France, Germany, Italy, Poland, Slovakia, Spain, Sweden, UK
Manufacturers (10):
VW, BMW, Daimler, Ford, Jaguar, Magna-Steyr, PSA, Renault/Nissan, Toyota, Geely-Volvo
Top 5 – contributing with +80%:
1. Germany (267,000*)
2. France (98,000*)
3. United Kingdom (73,000*)
4. Spain (70,000*)
5. Belgium (60,000*)
25%
67%
11 countries & 10 OEM vehicle manufacturers (considered in the IHS study)
Growth rate : +18%
Expected growth rate : +28%
Actuals: 2015 and 2016, estimates as from 2017
Growth rates for the next year 6 years considerably
* = country estimates for 2021
73%
43%
28%
18%