• 2025台灣車聯網主題館

  • 2025台灣車聯網主題館

The EV slowdown that reshaped the battery supply chain

The EV battery market is diversifying, but the battery supply chain is not necessarily decentralising. Today, the answer to higher EV adoption does not seem to lie with a single miracle battery chemistry. The direction that more stakeholders are taking instead is diversification. While developments such as solid-state cells are still a key target for most automakers and battery manufacturers, the ecosystem is evolving toward a wider segmentation. This trend opened opportunities for industry stakeholders to reduce dependence on very consolidated resources necessary for specific chemistries such as Cobalt and Lithium.......(connect)