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ABI Research forecasts almost 50% of all cars sold in China by 2018 will be fitted with connected telematics and infotainment systems

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ABI Research forecasts that almost one in two cars sold in China by 2018 will be supplied with either an embedded, or hybrid OEM-fitted telematics and infotainment system. In terms of innovation, China is still playing catch-up and relies mostly on the expertise of foreign companies to design systems for the Chinese market.

Connect 199
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Benchmark: China will increase share of global cathode production to 87% in 2030

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Data from Benchmark Mineral Intelligence’s Cathode Forecast shows that China is set to extend its dominance of cathode production by 2030, increasing its share of production from 78% in 2022 to 87% in 2030. China’s output of cathode active materials increased more than four times between 2018 and 2022. times in the same period.

China 243
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Pike forecasts sales of electric two-wheelers in Asia Pacific to reach more than 65M units in 2018; China dominates

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Electric two-wheel vehicle sales by country, Asia Pacific: 2012-2018. Pike Research forecasts that annual sales of electric two-wheel vehicles (e-scooters, e-motorcycles, and e-bicycles) will show robust growth and reach more than 65 million units in 2018. more than 60 million units in 2018 at a CAGR of 6.6%. E-Bicycles.

Asia 244
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Since 2018, Bosch has won electromobility orders amounting to ~€13 billion

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Since the beginning of 2018, Bosch has won electromobility orders worth roughly €13 billion (US$14.4 Bosch is aiming to achieve a leading position in the market with its 48-volt battery, and recently concluded a long-term cooperation agreement with the Chinese company Contemporary Amperex Technology Co. Earlier post.).

2018 186
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Roskill: refined lithium supply expected to treble to 900kt by 2027, driven by use in batteries

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Automotive applications were the largest market for Li-ion batteries in 2017, with Chinese sales of plug-in electric vehicles (PEV) increasing by around 20% y-o-y. This placed strain on the battery supply chain which is likely to continue, with Roskill estimating that Chinese PEV sales could reach around one million units in 2021.

Supplies 218
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GKN Driveline China JV expanding for eDrive systems; forecasting up to 1M eDrive units/year by 2025

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GKN Driveline is expanding its presence in China with the construction of a new plant in Pinghu, Zhejiang Province, through its Chinese joint venture Shanghai GKN HUAYU Driveline Systems (SDS). It is expected to commence operation during the second quarter of 2018. It will also produce gear sets for all-wheel drive final drive systems.

China 150
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Report suggests low-speed electric vehicles could affect Chinese demand for gasoline and disrupt oil prices worldwide

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The International Energy Agency estimated there were 4 million low-speed electric vehicles in China as of midyear 2018, representing about 2% of the country’s passenger cars, Collins said. Low-speed electric vehicle sales there appear to have slowed in 2018, but manufacturers still sold nearly 1.5