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Based on the low quantities of (pure) electric propulsion systems
sold to date, including 2011, there is only a low level of established
production capacities existing at the worldwide locations of the
automobile industry and its supplier industry. Currently, there is
a strong focus on plants for automobile system components with
high capacities, primarily in the Asian area - examples are Japan
and Korea, but China should also be mentioned in the area of bat-
tery cell manufacturing [Roland Berger (2010)].
However, an increased build-up of production capacities in Eu-
rope and above all in the USA can be assumed - this is already
shown by the developments of recent years. For example, a ma-
jority of the grants from the American Recovery Act are reserved
for building up production capacity of the system components
(particularly batteries, but also electric motors and power elect-
ronics) [see Roland Berger (2010)]. In 2015, in the area of lithium-
ion battery production, significant over-capacity in production
will predominate [Roland Berger (2011a)]. In general, it can be
assumed that production capacity for system components will
stay close to the market sales. This means that production capa-
city will ramp up in that country where electromobility experien-
20 Authors’ own illustration based on Roland Berger (2011b)
Fig. 19: Aspects for selection of a manufacturing location for components of the electric drivetrain
Chapter 2