Panasonic Energy (Panasonic Holdings)

6752.Tsupplier

Panasonic Energy is Tesla's original and most deeply integrated battery partner, co-developing the 2170 and 4680 cell formats. While heavily dependent on Tesla, Panasonic is diversifying by building new factories in Kansas and exploring partnerships with other automakers.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($18.6B)

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Automotive Batteries (68%)

Industrial Batteries (16%)

Energy Solutions (10%)

Other (6%)

Segment Breakdown & Key Customers

Product Details

4680 Cylindrical Cells30%

Next-gen large-format cells for Tesla and other EVs

2170 Cylindrical Cells35%

Current-generation NCA cells for Tesla Model 3/Y

Prismatic / Pouch Cells15%

Battery cells for non-Tesla automotive OEMs

Industrial Batteries12%

Batteries for power tools, e-bikes, and industrial equipment

Energy Management Systems8%

Residential and commercial solar+storage solutions

Supply Chain Relationships

Key Customers

Tesla, Inc.

2170 and 4680 cells

Impact: Critical — Tesla is ~70% of revenue

Competitors

CATL (Contemporary Amperex Technology)

EV battery cells

Impact: Global competitor — CATL is 3x larger

LG Energy Solution

EV battery cells

Impact: Direct competitor

Key Suppliers

Albemarle Corporation

Lithium hydroxide

Impact: Key upstream supplier

Macro & Market Context

EV / 배터리Sector News

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

Upcoming Catalysts

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

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AI Analysis

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Company Info

Headquarters

Osaka, Japan

Founded

1918

Employees

230,000+ (Panasonic Holdings)

Website

panasonic.com/energy

Cascade Position

Role in Cascade

first follower

Typical Delay

0-1 trading days

Panasonic derives ~70% of its battery revenue from Tesla; delivery numbers are existential for Panasonic Energy.

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Sector Overview — EV / 배터리

Sector News