Samsung Note7 battery explosion: how to treat the lithium power battery industry

For the battery burning incident in some areas of Samsung's new smartphone Note7, Samsung officially announced the results of the investigation and officially apologized and announced the launch of the global replacement plan for Note7. Samsung Note7 has a total shipment of 2.5 million units, 35 defects, and 0 injuries. Overall, the probability of the problem battery is already low, but in order to avoid the spread of accidents, it will cause more damage to the Samsung brand. The global recall statement was issued. Gao Dongzhen, president of Samsung Mobile, also apologized on the spot and took the initiative to recall and replace Note7 with battery hazards and provide certain gifts to compensate.

Looking at the lithium power battery industry from the explosion of Samsung Note7 battery: capital staged the last madness

Samsung Electronics Mobile Business President Apologizes

Samsung has made a global recall for 10 countries in the United States, South Korea and other countries in the country. In the face of the release of the powerful iPhone7, the dare to recall such a big move is itself a self-damaged profit and pays attention to the consumer experience. The resilience of resilience is far more reflective of a company's responsible attitude than the cover-up of low-key processing.

Multinational Airlines "blocks" Samsung GalaxyNote7

The Samsung Galaxy Note7 battery bombing continues to ferment. Samsung’s announcement of the recall of mobile phones has just calmed down the storm, but many countries have warned consumers not to use the phone on the plane and the United States has appealed to consumers to stop the phone, which has caused Samsung to face new setbacks.

Airlines in Australia, the United States, Japan, Canada, India, Europe, and other regions have spoken: Samsung Note7 is disabled when flying. Recently, Samsung Galaxy Note7 exploded frequently. According to foreign media, a resident of Florida in the United States on September 9 left Samsung Note7 to be charged in the car and exploded.

Samsung Note7 China market is not recalled?

Samsung has a complete optimization process and an independent supply system in China. It is not unreasonable to have a single supplier in the Chinese market. In fact, for a company like Samsung, it is a normal logic for a component to be supplied by multiple suppliers. On the one hand, the sales volume is huge, and multiple suppliers are needed to ensure shipment and capacity. The bargaining power of supply chain manufacturers is not subject to the constraints of a certain supplier. The idea of Apple's dual-supplier strategy is also roughly the same. This kind of strategy often leads to the problem of inconsistent quality control and quality of the products due to some poor management of the supplier.

For any major international company, the use of different suppliers in different countries is very common. China occupies an important market share of Samsung. It is quite normal to have a single supplier. Therefore, Samsung’s “Note5” is different. The statement of the battery supplier, not in this replacement category, is reasonable, and consumers do not have to look at national sentiments.

With China's smart machine market, the volume and the number of users are large. If the product is really problematic, the probability of an accident will be much higher than in other countries. If the first batch of Note7 problems occurs, it will affect Note7. The overall sales in the domestic market and even the image of the Samsung brand in China, I believe that anyone knows that the problem of pre-buried products will cause devastating damage to Samsung's overall brand, and even lead to an uncontrollable crisis.

Samsung Note7 mobile phone battery supplier: SDI and ATL

Samsung Galaxy Note7 recalled, letting the battery company behind it surface. According to Dow Jones News wires, on September 6th, 70% of the approximately 2.5 million Note7 phones that have been shipped or arrived at consumers are supplied by subsidiaries: Samsung SDI (SamsungSDICo), and the rest are new in China. Energy Technology Co., Ltd. (ATL) battery.

Looking at the lithium power battery industry from the explosion of Samsung Note7 battery: capital staged the last madness

Samsung Galaxy Note7 battery supplier

Samsung SDI

Samsung Group's subsidiaries in the electronics field include Samsung Motor, Samsung SDI, Samsung Corning, Samsung SDS, Samsung Network and Samsung Corning Precision Glass. These affiliates manufacture and sell a wide range of electronic components and components, including next-generation memory chips, computers, and wireless communication devices, color TV tubes, and glass bulbs. At the same time, these companies also develop computer systems, sound field general appliances, and precision machinery.

Samsung SDI is a subsidiary of Samsung Group in the field of electronics, referring to Samsung's CRT production department. Samsung SDI (China) refers to the production unit of China's Samsung CRT. Due to the liquid crystal display technology, the lithium power battery pack (battery pack) is currently being used for mobile devices such as notebooks. China's Samsung SDI has established four production plants in Tianjin, Shanghai, Shenzhen, and Dongguan. It is currently the largest production base of picture tubes in the world.

In the Samsung SDI official website, the development history of Samsung SDI was introduced in detail. Since 2000, Samsung SDI has started to produce small lithium power battery equipment; in addition to small lithium batteries for mobile phones, it also produces semiconductor materials such as automotive batteries, LCD, OLED, and solar cells. Samsung SDI has a technological advantage in the development of flexible batteries. According to its official website, Samsung SDI achieved its first market share in the small secondary battery business in 2014. According to the B3* standard, it has ranked first for five consecutive years since 2010.

ATL Company

Headquartered in Hong Kong, New Energy Technology Co., Ltd. (ATL) is a high-tech enterprise dedicated to the R&D, production and marketing of battery, package and system integration for rechargeable lithium-ion batteries. Among the world's professional lithium power battery manufacturers, the company is in a leading position in technology, capacity, and sales. Lithium batteries produced by ATL are widely used in various consumer electronic products such as notebook computers, mobile phones, digital players, digital cameras, portable video recorders, and power tools. At the same time, ATL is actively expanding the market for electric vehicles and energy storage systems.

China's Note7 users will be affected by battery explosions due to the use of local battery supplier products. China's largest lithium power battery supplier ATL will also receive all Note7S battery orders.

Along with the rise of the Apple industry empire, ATL has grown into the largest lithium power battery manufacturer in China, known as the Whampoa special Academy in China's lithium power battery industry.

Due to the company's strong overtime culture, technology research and development strength and capital investment, ATL is also known as “Huawei” in the lithium power battery industry by the industry, and it is also one of the main suppliers of Huawei mobile phone batteries.

Hot market induces capital to invest in lithium power battery industry

According to the statistics of the National Bureau of Statistics, in 2015, China's lithium power battery production reached 5.598 billion, an increase of 5.89%, and lithium power battery sales revenue reached 181.2 billion yuan, an increase of 12.99%. According to statistics, in the first half of this year, there were 40 cases of capital and mergers and acquisitions in the lithium power battery industry, 12 materials, 12 equipments, 10 battery and 14 new energy vehicles.

According to incomplete statistics, up to now, the investment in fixed assets of the lithium power battery industry has reached nearly 98 billion. Since last year, companies in the industry have invested in expansion, and even some traditional industries such as real estate and textiles have begun to transform their investment in the lithium power battery industry.

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