The global battery industry is entering a new phase. Demand for batteries continues to grow, yet the pace of gigafactory expansion is slowing. With a projected cumulative market value of €250–280 billion between 2025 and 2035, battery equipment manufacturing remains a major opportunity – but one that is increasingly complex. Geopolitical fragmentation and shifting investment priorities are putting pressure on European and North American equipment suppliers, while Asian players continue to dominate cell production and technology partnerships. Porsche Consulting’s new study developed in collaboration with VDMA, Agora Strategy, and Fraunhofer ISI offers a strategic reality check for the industry. It outlines how equipment suppliers can regain ground through specialization, strategic alliances, and process know-how. With around 50% of announced cell production capacity in Europe coming from domestic players, the ambition to localize manufacturing remains strong. But achieving it will require new approaches to competitiveness and collaboration. ➡️ Read the full study “Battery Manufacturing 2030+: From Hype to Hard Truths” to explore the structural shifts in the global battery value chain and the strategic levers that will shape the industry’s next decade: https://lnkd.in/dzRYrg5i #Battery #BatteryManufacturing #Electrification #EnergyTransition #Gigafactory
