ENGLISH OVERVIEW

Electric Vehicle Supply Chain

Prepared by IndustryAtlas Editorial principles & corrections

Battery-electric road vehicles and converging subsystems

This map focuses on battery-electric road vehicles (BEVs). Materials become batteries, electric drives, power converters and thermal systems, which vehicle makers integrate before connecting to charging and battery recovery.

Sources reviewed: 2026-10-07

Follow several parallel product chains

Start with batteries and electric drives, then explore thermal management, structures and high-voltage connections. Charging, testing, reuse and recycling extend beyond vehicle production. These are product roles, not evidence that all listed companies supply one another.

Distinguish three levels of evidence

Product pages establish a role, cooperation announcements define a collaboration, and delivery announcements confirm a particular shipment. Historical announcements do not establish all current orders.

Technology cooperation, June 21, 2024: TI and Delta announced work on onboard charging and power technologies.
Framework agreement, July 28, 2025: BASF and CATL announced a cathode-active-material agreement; it does not establish delivery volume.
Delivery announcement, September 11, 2023: EVgo received Delta 350 kW fast chargers, within the scope of that announcement.

Battery manufacturing and maturity

Explore materials, electrodes, assembly, formation, testing and pack integration. LFP versus nickel-based describes cathode chemistry; semi-solid versus all-solid-state describes electrolyte design. These are not mutually exclusive alternatives on one axis.

Companies by industry role

Battery Minerals and Refining Cathode Active Materials Anode Materials Battery Separators Battery Electrolytes Battery Foils and Current Collectors Traction Battery Cells Battery Management Systems and Monitoring ICs Battery Packs and Structural Integration Motor Materials and Components Traction Motors Reduction Gears and Transmissions Automotive Power and Control Semiconductors Traction Inverters Onboard Chargers Vehicle DC/DC Converters Integrated Electric Axles Thermal Materials and Components Vehicle Thermal Management Bodies, Chassis and Battery Enclosures High-Voltage Harnesses and Connectors BEV Design and Vehicle Integration External AC and DC Charging Equipment Charging-Site Deployment and Operation Battery Recycling and Material Recovery Battery-grade chemicals and salts LFP and LMFP cathode materials NMC, NCA and nickel-based cathodes Electrode binders and conductive additives Cell formation, aging and grading Cell, pack and BMS testing Semi-solid and hybrid-electrolyte batteries All-solid-state EV battery development

Connected industry roles

Links describe supply, classification, technology or services. They do not establish transactions between individual companies.

Electric Vehicle Supply Chain → BEV Design and Vehicle Integration

Battery-electric vehicles at the center

An overview entry point, not a supply relationship.

US Department of Energy AFDC | Main battery-electric vehicle components

Sources reviewed: 2026-09-30

Sources

This English overview condenses the original guide. Product specifications and certifications should be checked against the linked manufacturer documentation.