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Daily Report : 2026년 상반기 글로벌 EV 배터리 시장의 성장세와 시장 점유율 분석
1. 2026년 상반기 글로벌 EV 배터리 시장의 성장세와 시장 점유율 중국 제외 글로벌 배터리 사용량의 고성장: 2026년 상반기 중국 제외 글로벌 EV 배터리 사용량이 전년 동기 대비 26.3% 증가한 269.0GWh를 기록하며 성장세 지속.국내 배터리 3사의 점유율 축소: LG Energy Solution, SK On, Samsung SDI의 합산 사용량이 74.3GWh로 6.3% 감소함에 따라 합산 점유율이 전년 동기 37.2%에서 27.6%로 9.6%p 하락.중국 기업들의 비중화권 영토 확장: CATL(33.6%)과 BYD(10.5%)가 합산 점유율 44.1%를 점유한 가운데 LFP 가격 경쟁력과 글로벌 OEM 공급망 확대를 바탕으로 중국 배터리 업체들...
Market Share Of EV Battery Makers In Non‑China Markets
From Jan to June 2026, Non-Chinese Global EV Battery Usage Posted 269.0GWh, a 26.3% YoY Growth. CATL and BYD capture 44.1% combined shares, expanding the influence of Chinese players in non-China markets.During the first half of 2026, total battery usage deployed in electric vehicles (including BEVs, PHEVs, and HEVs) in the global market excluding China reached approximately 269.0 GWh, marking a 26.3% increase year-over-yearIn the same period, combined battery usage from South Korea’s three major battery manufacturers—LG Energy Solution, S...
Blazy or Bust : Luxury’s Zero Sum Game
Chanel’s surging sales underscore that the luxury industry’s challenges may be less about demand than desirability.At a press event last month, I was informed by a fashion publicist with much conviction that Chanel is singularly the hottest brand right now. But specifically, new Chanel, she said: “Blazy or bust.”It turns out, this was no hyperbole. Sales at Chanel grew a whopping 16 percent in the first half, according to a Bloomberg report this week, citing an anonymous source. The brand publicly discloses its financials once a year, so...
Goldman Sachs - Global AI Investment Is Forecast to Exceed $1 Trillion In 2026
The most commonly referenced estimate for investment in artificial intelligence (AI) is the projection for capital expenditure by US hyperscalers. These tech companies are forecast to spend about $800 billion this year, according to the consensus of analyst estimates. But these estimates have several drawbacks, according to Goldman Sachs Research. They do not include investment in AI by private companies or by companies outside the US—including firms in Asia. Not all capex by hyperscalers is necessarily related to AI. And major US tech comp...
(Paper) Robot Recycler Salvages Parts from Broken Machines
This system is getting the automated circular economy rolling.This robotic disassembling system is capable of unscrewing, manipulating, and milling through defective devices, while preserving valuable parts from damage. Amadeus BramsiepeObjects constructed by robots are ubiquitous. If you’ve used a car, household appliance, or smartphone today, you’ve used an object constructed at least in part by robots. The more products that manufacturers want to produce (and consumers want to consume) at lower costs, the more industrial robots will be...
Gartner - 12 Disruptive Emerging Technologies for Product Leaders
These Trends and Technologies Will Reshape the Market and Demand New Strategies.Today’s emerging technologies will soon become basic requirements for product leadersThe next five years will see a wave of emerging technology disruptors that will redefine how businesses operate, compete and innovate. Product leaders can no longer afford to ignore these trends, because these technologies will impact every enterprise, in every industry, to varying degrees. Early adopters will gain a competitive edge but, over time, these disruptors will become...
This Folding Scooter Looks Like a Briefcase So You Never Need a Lock
Electric vehicles have reshaped how people cover long distances, but the stretch between a parking spot and a front door hasn’t changed much. That last hundred meters or so still comes down to walking, and for city commuters or suburban drivers who park several blocks from their destination, those gaps add up in ways that no amount of EV range improvement can address.The VtoV 1000 takes aim at that problem with a three-fold electric scooter designed specifically to travel with a driver after the car is parked. The “V to V” in the name ref...
$71 Billion Spent Over 17 Years : The Massive Cost and Reality of Autonomous Driving
Over the past seventeen years, seven major tech and automotive programs have poured an estimated $71 billion into developing autonomous driving technology. Yet despite these astronomical sums, the commercial timeline for fully autonomous vehicles remains fraught with setbacks, cancellations, and long paths toward profitability.A breakdown of the industry's major programs underscores the steep toll of the autonomous driving race:Waymo (Alphabet): The market leader has invested $27.1 billion into its operations. While its platform remains acti...
IKEA Puts A Price On The Moments Its Products Deliver
Ogilvy Social Lab Brussels has reframed IKEA Belgium’s affordability message with an outdoor advertising campaign that prices not the product, but the moment it makes possible.As rivals strip zeros from their price tags in an ongoing retail price war, IKEA has gone the other way and added them.Each execution pairs a real IKEA product with its standard retail price and a second, near-invisible figure for what the item enables: a sofa priced at €0,00000063 per jump for joy, a dog toy at €0,0000024 per tail wag, a bedside lamp at €0,0000000...