What are the markets for lithium battery development?

Because lithium batteries have the advantages of long cycle life, strong charge retention, and good low-temperature discharge performance, and because they do not contain heavy metals such as lead and cadmium, they are called green new energy products. They are currently pushing their power and storage in terms of energy applications. Lithium batteries are gradually replacing the market share of lead-acid batteries.

In recent years, the lithium battery industry has achieved rapid development. In 2012, the global lithium battery industry has reached 20 billion US dollars, and it still maintains an annual growth rate of more than 15%. China's lithium battery production also showed a trend of continuous growth. In 2012, China's lithium battery industry reached 55.68 billion Yuan, and is expected to reach 1.255% billion in 2015.

In the lithium battery industry chain, lithium battery manufacturers mainly focus on the market scale of each application field, and the output is directly affected by the demand of the downstream market.

1. The notebook and tablet market

With the development of the economy, the demand for mobile office is increasing, and the development trend of notebook computers is diversified, convenient, and thin, and the role of notebook computers in life and work is becoming more and more important, which makes it a market demand. Growing, most laptop batteries are currently using lithium batteries.

In 2012, the global notebook computer shipments reached 290 million. With the gradual popularization of mobile computers, the market size of notebook computers is still expanding. With the upgrading of computers, new products such as net books and tablet PCs continue to be commercial. The penetration of applications such as entertainment will also drive the growing demand for lithium batteries. Tablet PCs are particularly evident. In 2013, tablet PC sales growth is expected to be 57.7%, and shipments will reach 227.4 billion units.

2. The mobile phone market

Mobile phones are currently the most important application area for lithium batteries. With the rapid development of mobile communication technology, electronic chip technology and display technology, mobile Internet, touch operation functions and large-resolution high-resolution LCD screens are constantly being applied to mobile phones, and mobile phones are becoming more intelligent, miniaturized, secure, and multifunctional direction of development.

As a product of human technological advancement and demand upgrading, mobile phones are constantly being updated. With the breakthrough of mobile network construction, chips, touch screens, operating systems and other technologies, the functions of smart phones will become more and more powerful, and product diversification will Greatly increased, so higher requirements are placed on the battery power, life, and safety of mobile phones. In order to meet the new requirements of the market for mobile phone batteries, mobile phone batteries have experienced the process from nickel-cadmium, nickel-hydrogen batteries to lithium batteries. Currently, mobile phones use lithium batteries.

With the continuous development of society and the increasing level of technology, the penetration rate of mobile phones and smart phones will further increase and continue to maintain steady growth. In 2013, global mobile phone shipments will reach 1.8 billion, of which smart phones will grow to 1 billion, with a growth rate of 40%. In 2013, China's mobile phone shipments will reach 380 million, of which 300 million will be smart phones, up nearly 50% year-on-year.

The market space of the mobile phone market continues to expand, especially the continuous increase in the holding rate of smart phones, and will continue to maintain the rapid growth trend of the mobile phone market. It is predicted that global mobile phone shipments will reach 2.3 billion in 2017, and smart phone shipments will reach 1.5 billion. The rapid increase in smart phone penetration will lead to further increase in the scale of mobile phone lithium battery applications.

3. Power tool market

With the continuous development of society and the continuous improvement of science and technology, people pay more attention to the convenience and simplification of life, and the demand for power tools is increasing, so that the market scale of power tools continues to expand. Power tools are one of the main application areas of power lithium batteries. With the improvement of lithium battery performance and the application of fast chargers, rechargeable power tools using lithium batteries have been rapidly developed, and the market share is rapidly increasing.

The development of power tool batteries is gradually shifting from nickel-cadmium batteries and nickel-hydrogen batteries to lithium battery packs. According to statistics, in 2011, global rechargeable power tools shipped to 63 million, of which power tools using lithium batteries accounted for 38%, the demand is 23.94 million.

4. Communication base station market

The communication battery is mainly used for the DC system of the communication exchange and the base station, and the demand is derived from the newly established exchange, the base station, and on the other hand, from the replacement demand. The investment in communication batteries generally accounts for 2%-3% of the fixed assets investment in the telecom industry. Therefore, the scale of investment in fixed assets in the telecommunications industry determines the demand for communication batteries.

Since 2012, in the field of energy storage tendering for communication base stations, lithium batteries have begun to gradually replace lead-acid batteries. According to statistics, the average annual investment in the communication market is about 300 billion yuan, and the base station battery accounts for about 3% of the total investment. If all of them are replaced by lithium batteries, the lithium battery industry will show a market scale of 9-10 billion.

According to China Mobile's plan, the number of base stations will rise to 200,000 in 2013, basically achieving outdoor coverage in hotspots, reaching 350,000 in 2014. China Telecom and China Unicom plan to increase the total number of base stations to about 50% of the total number of mobile base stations in China in 2014, reaching around 73% in 2015. With the advent of the 4G construction era, the capital expenditures of the three major operators will gradually increase, which will have a greater impact on the entire industrial chain of lithium batteries.

5. New energy vehicle market

The development of electric vehicles is bound to put forward higher requirements for the performance of lithium batteries, accelerate the technological progress of batteries and materials, and pose new challenges to existing R&D and production links, thus profoundly affecting the competitive landscape of the entire lithium battery industry chain.

According to statistics, in 2012, global plug-in hybrid and pure electric vehicles sold about 120,000 units, an increase of more than 100% year-on-year. It is expected to increase by 89% to 225,000 units in 2013. In 2015, global sales of new energy vehicles including hybrid, plug-in hybrid and pure electric vehicles will reach 4.34 million units, with a compound annual growth rate of 34%. The demand for power lithium batteries will increase from 2.24GWh to 27.2GWh in 2011. Its share of total lithium batteries will increase from less than 1% in 2011 to 7% in 2015.

6. Electric bicycle

Electric bicycles are favored by more and more consumers because of their fast, labor-saving, convenient and environmentally friendly characteristics. Governments also encourage consumers to use electric bicycles. The electric bicycle market in China is growing continuously and has received strong government policies stand by.

According to the statistics of the China Bicycle Association, the sales of electric bicycles increased from less than 4 million to 35.05 million in 2003-2012, an increase of 8.76 times. In 2012, the number of electric bicycles in China was about 150 million, and the sales of lithium bicycles for the 1.7 million units, the penetration rate of lithium-ion bicycles to electric bicycles is about 1.13%. Most electric bicycle batteries still use lead-acid batteries. In the future, the application of lithium batteries will gradually increase. Lithium batteries will be used in the electric bicycle industry in the future. The market space is relatively broad.

The page contains the contents of the machine translation.