Battery Industry Chain Becomes Strategic High Ground, Parts Companies Extend Downstream
Category: Company News
As the "heart" of electric vehicles, the power battery has become the most critical component, and its industry chain has become a strategic high ground contested by various countries. Facing huge market potential, traditional parts giants are no longer content with providing peripheral components and are actively extending into the upstream and downstream of the battery industry chain.
For example, battery manufacturers like CATL and BYD are expanding cell production capacity while also deploying Battery Management Systems (BMS) and battery recycling businesses. The upstream material field, such as separators, electrolytes, and anode/cathode materials, is also attracting significant investment. On the other hand, suppliers like Lear, known for seats and electronic systems, are beginning to offer solutions related to battery pack structures and battery management systems.
This trend of vertical integration aims to control core technology, ensure supply security, and improve profit margins. However, it also presents significant capital and technological barriers. Governments are also using policy guidance to establish complete, locally controlled battery supply chains. The competition in the battery industry chain will be a key factor determining the future global EV industry landscape.
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