GEOGRAPHICAL CHANGES IN THE AUTOMOBILE INDUSTRY, A CASE STUDY OF BATTERYS FOR ELECTRICAL VEHICLES

Abstract

The purpose of this article is to contextualize the geographical changes of automobile industry, analyzing the relationship between the main producing countries and the evolution of science, technology and innovation in this sector. In this sense, an empirical research was carried out, with the construction and analysis of a database of Dewert Innovation plataform, showing the evolution of patent registration. We also investigate the recent transformation of this industry towards electromobility, which has been made possible by advances in production of batteries. Thus, the lithium-ion battery (LIB) sector was studied, which highlights the change in innovative leadership from the West to the East, with the increasing relevance of Japan, South Korea and China.

Keywords: development; Science, technology and innovation; automobile industry. 

Author Biographies

Thiago Rodrigues Lemos, Federal University of Santa Catarina, Florianópolis (SC), Brasil

Postgraduate degree in MBE - Economics and Sustainability Management from the Federal University of Rio de Janeiro (2014). He graduated in Economic Sciences from the Federal University of Paraná (2004). He is currently the owner of Kaayan Moda e Acessórios. He has seven years of professional experience in Financial Controllership in the Automotive Industry.

Helton Ricardo Ouriques, UFSC - Programa de Pós-graduação em Relações Internacionais da UFSC

Full Professor, affiliated with the Department of Economics and International Relations at UFSC and permanent professor of the Graduate Program in International Relations at UFSC. PhD in Geography from UNESP - Universidade Estadual Paulista Júlio de Mesquita Filho (2003). Leader of the Research Group on Political Economy of World-Systems (PPGRI/UFSC/CNPq). He served as Head of the Department (2008 to 2011), Coordinator of the Undergraduate Course (2012-2013) and Coordinator of the Graduate Program (PPGRI/UFSC, 2017 to 2020). He develops teaching activities in International Political Economy, Geopolitics, Economic Geography and Political Economy of Development (disciplines on East Asia and Latin America). Research interests: Brazil as a semiperiphery in historical capitalism; contemporary geopolitics and the search for resources; development trajectories in countries in South America and East Asia (especially in China), from a comparative historical perspective.

Gilson Geraldino Silva Júnior, Federal University of Santa Catarina, Florianópoles (SC), Brazil

PhD in Economics from the Federal University of Rio Grande do Sul. He has been a professor of economics at the undergraduate level since 1998 and at the graduate level (master's and doctorate) since 2009. He has been an Adjunct Professor at the Federal University of Santa Catarina since 2015. He is the leader of the Innovation, Economy and Society research group. He was a member of the paper selection committee for the 19th Santa Catarina Economics Award (2017), the 37th BNDES Economics Award (2018), the 46th, 49th, 51st National Economics Meeting (ANPEC, 2018, 2021, 2023) and the 27th Regional Economics Meeting of the Southern Region (ANPEC SUL, 2024). He worked as a visiting researcher at the Department of Economics, Queen Mary College, University of London, UK, between 11/2007 and 04/2008, and at the Dipartamento di Economia e Statistica, Università di Torino, Italy, between 04/2022 and 03/2023. His work and research are mainly on the Economics of Innovation.

Marcelo Arend, Federal University of Santa Catarina, Florianópoles (SC), Brazil

PhD in Economics (UFRGS, 2009), Master in Economics (UFSC, 2004). Associate Professor at the Federal University of Santa Catarina (UFSC), in the Department of Economics and International Relations. He is currently Editor-in-Chief of the Journal Textos de Economia (ISSN 2175-8085). Coordinator of the Graduate Program in Economics at UFSC in the period 2019-2021. In the period 2012/2013 he was a Visiting Researcher at IPEA. He works in the areas of Structural Change, Economic History and Economic Development, with an emphasis on discussions in Industrial Development and Technological and Institutional Change.

References

AALDERING, L.; LEKER, J.; SONG C. Analysis of technological knowledge stock and prediction of its future development potential: The case of lithium-ion batteries. 2019. Journal of Cleaner Production 223 (2019) 301e311. https://doi.org/10.1016/j.jclepro.2019.03.174
ARRIGHI, Giovanni. A ilusão do desenvolvimento. Petrópolis, Vozes, 1997.
____. Adam Smith em Pequim. São Paulo, Boitempo, 2008.
BNEF (BloombergNEF). Zeo-Emission Vehicles Factbook. 2021. A special report prepared for COP26.
BYD (2020), BYD's New Blade Battery Set to Redefine EV Safety Standards. Disponível em:
www.byd.com/en/news/2020-03-30/BYD%27s-New-Blade-Battery-Set-to-Redefine-EV-Safety-Standards
CATL (Contemporary Amperex Technology Co. Limited). CATL to Drive New Wave of e-Mobility with Next-Generation Electric Vehicle Battery Technology. 2019. Disponível em: www.prnewswire.com/news-releases/catl-to-drive-new-wave-of-e-mobility-with-nextgeneration-
electric-vehicle-battery-technology-300915309.html. Acesso em: 18/07/2021
DERWERNT INNOVATION. IP Intelligence/Patent Intelligence Software. Clarivate Analytics. Endereço: www.derwentinnovation.com, 2021.
ETACHERI, V.; MAROM, R.; ELAZARI, R.; SALITRA, G.; AURBACH, D. Challenges in the development of advanced Li-ion batteries: a review. In: Energy & Environmental Science, 4, 2011, p. 3243-3263.
HARVEY, David. A condição pós-moderna. São Paulo, Loyola, 1993.
HU, J.; MORAIS, H.; SOUSA, T.; LIND, M. Electric vehicle fleet management in smart grids: a review of services, optimization and control aspects. In: Renevewable and Sustaintale Energy Rewiers, 56, April 2016, p. 1207-1226.
IEA, International Energy Agency. Global EV Outlook. 2020.
KVA (Kung. Vetenskaps Akademien. Press Release. The Nobel Prize in Chemistry 2019. 2019, Disponívels em https://www.nobelprize.org/prizes/chemistry/2019/press-release/. Acesso em 23.01.2022.
MCKINSEY & Company. Electric Vehicle Index: Europe cushions a global plunge in EV sales, July 2020.
RAHIMI-EICHI, H.; OJHA, U.; BARONTI, F.; CHOW, M.Y. Battery management system: an overview of its application in the smart grid and electric vehicles. In: IEEE Industrial Electronics Magazine, 7 (2), June 2013, p. 4-16.
REUTERS. Tesla in talks to use CATL's cobalt-free batteries. 2020. Em: China-made cars,www.reuters.com/article/us-tesla-china-electric-exclusive/exclusive-tesla-in-talks-touse-catls-cobalt-free-batteries-in-china-made-cars-sources-idUSKBN20C0R
ROSOLEM, M.; BECK, R.;SANTOS, G..; ARIOLI, V. Bateria de lítio-íon: conceitos básicos e potencialidades. CPqD Tecnologia, Campinas, v.8, n.2, p.59-72, jul/dez, 2012.
SNE Research. 2021. Disponível em http://www.sneresearch.com/_new/eng/sub/sub/sub1/sub1_01.php?sub_cat=2. Acesso em 21.01.2022.
STEPHAN, A., SCHIMIDT, T., BENING, C., HOFFMANN, V. The sectoral configuration of technological innovation systems:Patterns of knowledge development and diffusion in the lithium-ionbattery technology in Japan. Elsiever 2017. Disponível em: http://dx.doi.org/10.1016/j.respol.2017.01.009
USGS (U.S. Geological Survey) 2021. Mineral commodity summaries 2021: U.S. Geological Survey, 200 p., https://doi.org/10.3133/mcs2021.
YERGIN, Daniel. O petróleo: uma história mundial de conquistas, poder e dinheiro. São Paulo, Paz e Terra, 2010.
Published
27/10/2024
How to Cite
LEMOS, Thiago Rodrigues et al. GEOGRAPHICAL CHANGES IN THE AUTOMOBILE INDUSTRY, A CASE STUDY OF BATTERYS FOR ELECTRICAL VEHICLES. Mercator, Fortaleza, v. 23, oct. 2024. ISSN 1984-2201. Available at: <http://www.mercator.ufc.br/mercator/article/view/e23035>. Date accessed: 26 jan. 2025. doi: https://doi.org/10.4215/rm2024.e23035.
Section
ARTICLES