Panasonic - OEM Profile

Panasonic is a foundational OEM in the electrification ecosystem through its role as a major global supplier of lithium-ion cells, power electronics, and manufacturing capability. Panasonic’s scale in cylindrical cell production and long-term partnerships (notably in automotive) give it outsized influence on EV availability, cost, performance, and the speed at which battery supply can expand in the U.S.-centric electrification narrative.

Parent: Panasonic Holdings Corporation

Country: Japan (HQ: Osaka)

Symbol: 6752.T (Tokyo); PCRFY (US OTC ADR)

Subsidiaries / Key Units:

• Panasonic Energy (battery business)
• Panasonic Industry (components and industrial devices)
• Panasonic Connect (enterprise hardware/software lines; adjacency)

Vertical Integration: High within battery manufacturing (cell design, process engineering, scale-up, quality systems). Upstream materials are primarily partner-sourced via long-term supply chains and contracts.

Sectors and Assets

Sectors are the organizing layer; key assets are nested under each sector for fast scanning and print-friendly layouts.

Supply Chain & Materials (Battery Core)

• Cylindrical lithium-ion cell production at scale (high-volume)
• Cell engineering for energy density, safety, and manufacturability
• Manufacturing process IP (yield, quality, throughput)

Vehicles & Mobility (Enabler Role)

• Automotive cell supply programs (OEM-dependent)
• High-performance cylindrical cells used in EV packs (program-dependent)
• Cell roadmap aligned to EV cost-down and scale-up requirements

Energy & Storage (Adjacency)

• Cell supply into stationary storage ecosystems (program-dependent)
• Industrial energy products through broader Panasonic businesses (market-dependent)

AI, Compute & Software (Operational Enablement)

• Manufacturing analytics and quality telemetry at scale
• Industrial device ecosystems that support electrification deployments (adjacent)

Manufacturing Systems

• Gigascale cell manufacturing expertise and automation
• U.S.-aligned localization strategy for battery capacity
• Continuous improvements in throughput and cost per kWh

Platforms / Patents (Selected)

Only the most differentiating technology and productization themes for MVP.

• High-energy cylindrical cell families (e.g., 2170-class programs)
• Next-generation cylindrical roadmap aligned to higher density and lower cost
• Manufacturing process and quality systems enabling automotive-grade scale

Manufacturing Facilities (Abridged)

Major battery manufacturing assets relevant to the electrification stack.

Japan

• Core R&D and manufacturing footprint for cell engineering and production

United States

• Nevada (battery cell manufacturing footprint supporting major OEM programs)
• Kansas (new battery plant program; expansion of U.S. cell supply)

International

• Additional regional capacity and supply chain programs (market-dependent)

Tier 1 Suppliers / Strategic Partners

Partners and counterparties that materially affect Panasonic’s materials pipeline and downstream EV/ESS demand.

Automotive Partners (Representative)

• Tesla (long-term cylindrical cell partnership)
• Additional OEM programs (market-dependent)

Materials Supply

• Lithium, nickel, cathode/anode supply ecosystem (multi-region)
• Separator and electrolyte supplier partnerships (program-dependent)

Manufacturing Equipment Ecosystem

• Automation, inspection, and metrology suppliers enabling throughput and yield

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