Panasonic plans to increase Tesla battery production capacity What is the impact on the supply chain?

Science and Technology Innovation Board Daily (Shanghai, Researcher) Li Fu,According to insiders today, Panasonic plans to increase Tesla's battery production capacity next year and is expected to invest more than1Billion US dollars, increasing battery production capacity by approximately10%。
According to reports, Panasonic will take action againstGigafactory 1Investment in battery factories.Gigafactory 1Located in Nevada, USA, it was invested and built by Tesla and Panasonic, and has13Panasonic is mainly responsible for the production of batteries within the factory.
Gigafactory 1to2013Officially put into operation in, it has now become the world's largest battery factory with a production capacity of35GWh, can support TeslaModel 3Production of energy products.
Tesla stated earlier this year that Panasonic's insufficient battery production capacity is limiting Model 3The production has led to a tense relationship between the two companies.
Panasonic is one of the world's leading suppliers of power batteries. Data display,2018The annual installed capacity of power batteries is23.3GWhGlobal share25%；2019Tesla's annual installed capacity alone has reached26.8GWh。
From the perspective of the global power battery landscape, the installed capacity of Panasonic and CATL is roughly equivalent:2018Annual installed capacity of power batteries in Ningde Times23.6GWh ，2019Year is32.2GWh. The high growth of Panasonic's installed capacity of power batteries in recent years is mainly due to the rapid growth of Tesla's sales, and its installed capacity is mainly contributed by Tesla,2018Panasonic provides support for Tesla19.8GWhTesla alone accounts for more than85%Other options include ToyotaPriusAnd some models such as Volkswagen and Ford.

According to Dongwu Securities last year11According to the monthly research report, Panasonic's suppliers in the supply chain system are mainly Japanese, and they all have one main supplier accounting for the vast majority of the market share+1~2The structure of home supply is relatively closed and stable overall.
In terms of positive electrode materials, Panasonic80%Power battery selectionNCAAs a positive material, all are provided by Sumitomo Metal.
Xiamen Tungsten Industry specializes in lithium cobalt oxide and ternary materialsNCMSeparate proportions30%-40%Shanshan and Dangsheng Technology have conducted product validation.
In terms of negative electrodes, artificial graphite is almost exclusively supplied by Hitachi Chemical, while natural graphite is mainly supplied by Hitachi Chemical and Betray.
The electrolyte supply pattern is also concentrated, with Ube's share of approximately65%Mitsubishi Chemical's share30%The rest are dispersed in Chinese electrolyte factories.
The diaphragm is mainly attached to Asahi Chemical's patent system and supplied by Sumitomo Chemical Processing.

Dongwu Securities had anticipated that as Chinese factories gradually increased production capacity and cost pressures intensified, the Chinese supply chain would gradually open up.