Panasonic Holdings Corporation · TSE:6752
Panasonic — Panasonic Energy — Technical Presentation (February 2023)
13 slides from Panasonic's technical presentation, Feb 8, 2023
Slide 1: Technological Strategy of Panasonic Energy
Technological Strategy of Panasonic Energy - for Sustainability and Well-Being February 8, 2023 Panasonic Energy Co., Ltd. Notes: Executive Vice President and CTO 1. This is an English translation from the original presentation in Japanese. 2. In this presentation, “Fiscal 2023” or “FY23” refers to
Slide 2: Position in the Panasonic Group
1. Position in the Panasonic Group Sales Composition in the Panasonic Group Panasonic Holdings Corporation (FY2022) Panasonic Corporation Panasonic Energy Panasonic Automotive Systems Co., Ltd. 764.4 ※ (10%) Panasonic Entertainment & Communication Co., Ltd. Industrial Panasonic Housing Solutions Co.
Slide 3: Mission/Vision/Will of Panasonic Energy
2. Mission/Vision/Will of Panasonic Energy Copyright© 2022 Panasonic ENERGY All Rights Reserved. 3
Slide 4: Technological Strategy of Panasonic Energy
3. Technological Strategy of Panasonic Energy In development of lithium-ion batteries ① Higher energy density ② Less rare metals ③ Response to the environment Copyright© 2022 Panasonic ENERGY All Rights Reserved. 4
Slide 5: Technological development and future evolution of LIBs
4. Technological development and future evolution of LIBs ① Higher energy density: Driving energy density evolution as a pioneer in introducing cutting-edge technologies. We aim to further evolve energy density by 20% or more. ② Less rare metals: Leading the evolution of higher-capacity and less-cob
Slide 6: Competitive edge of our cathode materials
5. Competitive edge of our cathode materials The high Ni and low Co of NCA can realize a higher capacity than other chemicals. The maximum use of material informatics (MI) accelerates development. Layered metal oxide (Layered rock salt structure) Lower Co content High Ni & Co-free Lower Ni 800 Mass
Slide 7: Our competitive edge in manufacturing
6. Our competitive edge in manufacturing Introduction of DX evolves the existing infrastructure for cylindrical cells, allowing thorough pursuit of cost advantages. Production rate of cylindrical cells >7 million cells/day (>80 cells/sec.)*1 Our strength ・ High-speed, high-quality process ・ Product
Slide 8: Initiatives for carbon footprint (CFP) reduction
7.Initiatives for carbon footprint (CFP) reduction ③ Response to the environment: Reduce CFP by half in FY2031 (vs. FY2022) CO2 Processes emissions* Raw material mining Raw material CFP halved processing through overall 86% supply chain Logistics Carbon neutrality for Battery all factories in FY2029
Slide 9: Establishment of low CFP supply chain
8. Establishment of low CFP supply chain ●Usage of recycled battery materials ●Promotion of local procurement ・Signs a procurement agreement with Redwood ・Signs an MOU regarding graphite supply Offtake regarding recycled materials (cathode material and Agreement with Canada’s NMG - Produces with cop
Slide 10: Commercialization of 4680 cells
9. Commercialization of 4680 cells Expected impacts: ・Reduction of cell assembly personnel(by 30-50%) ・Reduction of pack assembly cost (number of welds × 1/5) = 4680 2170 × Approx. 5 cells (Starting up at Wakayama site in Japan) Copyright© 2022 Panasonic ENERGY All Rights Reserved. 10
Slide 11: Contribution to CO2 reduction through products
10. Contribution to CO2 reduction through products ・Production capacity of automotive batteries: -aim to expand global production capacity toward FY2029 approx. 3 to 4 fold (vs. FY2023) ・Contribution to CO2 reduction: -aim to expand our contribution approx. 5 fold in FY2031 (vs. FY2022; 60 million t
Slide 12: Copyright© 2022 Panasonic ENERGY All Rights Reserved.
Copyright© 2022 Panasonic ENERGY All Rights Reserved. 12
Slide 13: Disclaimer Regarding Forward-Looking Statements
Disclaimer Regarding Forward-Looking Statements This presentation includes forward-looking statements about Panasonic Holdings Corporation (Panasonic HD) and its Group companies (the Panasonic Group). To the extent that statements in this presentation do not relate to historical or current facts, th
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