The samsung Note7 drops the SDI battery

Samsung Galaxy Note7 was already getting worse from the battery explosion, and as of Friday(September 2), Samsung's headquarters announced it would withdraw all of its new Galaxy Note7 machines, but Samsung China said. Galaxy Note7, which is listed on the mainland market, will continue to sell because it does not use faulty batteries.

According to samsung's investigation, the GalaxyNote7 GalaxyNote7 exploded in a series of ways, possibly because of a faulty battery insulation, a slight error in the manufacturer's battery manufacturing process and a collision between the anode and cathode.

Event development up to now, which leads to the samsung's shares fell 4% on Thursday, in addition to a serious impact on samsung GalaxyNote7, SDI is also affected by a lot of, according to harvest XQ global winner system quotation, Sept. 5, 9 a.m. 25 points, samsung SDI fell 1.84% to 106500, fell to its lowest 101500 Korea earlier times (or 6.5%) at low level since June 28.

Samsung dropped the SDI battery on the Note7 and placed an additional order with ATL

Samsung is placing a new order for the GalaxyNote7 with ATL without the SDI battery

The GalaxyNote7 battery is mainly supplied by two companies, samsung SDI and TDK's dongguan new energy technology co., LTD. (" ATL "), with SDI accounting for 70 percent of the orders and ATL for 30 percent.

So far, samsung has stopped purchasing new GalaxyNote7 batteries from the SDI and is instead placing additional orders with ATL, according to Japanese media reports. Samsung has also sourced batteries from other, unnamed companies to secure the supply.

In addition, it is reported that as of March 31, 2016, samsung electronics has a samsung SDI19.6 % stake, so forecast samsung will not put forward to samsung SDI by GalaxyNote7 recall loss compensation, and besides GalaxyNote7, samsung SDI also provide other Galaxy series smartphone batteries needed for samsung, the procurement of object will be limited to GalaxyNote7 samsung interrupt.

So how will this affect ATL? There is no doubt that samsung to ATL additional order, will be conducive to ATL in revenue, but we also know that samsung rivals apple is also ATL big clients, and apples also iPhone7 on Wednesday (September 7) release, not surprisingly, iPhone7 xinji will also be part of the battery will use ATL, iPhone6 series batteries have part is supplied by ATL, in recent years, apple phones have purchasing ATL battery. At the same time, domestic mobile phone manufacturers such as huawei, OPPO and xiaomi all purchased batteries from ATL.

Will this result in ATL capacity tightening? On the issue, contact ATL personnel according to the author, the other party does not have clear reply to samsung to ATL additional battery order, didn't also made clear iPhone7 will purchase ATL batteries, to capacity problem, she said: "as long as customers have needs, ATL will do our best to satisfy customers, in addition, ATL company production scale is big, also has good flexibility, so capacity problem is still good."

IT is understood that the current ATL mainly produces three types of batteries, one is a square batteries for electric cars, capacity of more than 20 ampere hour, one kind is used in consumer electronics products, notebook computers and wireless electric tool cylindrical battery, and a is used in consumer electronics and IT novel and special products of polymer lithium battery.

The square battery is usually a hard shell battery designed for electric vehicles or energy storage applications, with a capacity of more than 20 amperes. It is characterized by long cycle life and storage life achieved through the lithium iron phosphate chemical system, and can also achieve high energy density or high power density through design optimization.

Cylindrical battery refers to the 18650 battery cell of the industrial standard model that has been widely used in ordinary notebook computers or wireless power tools. ATL's cylindrical battery products are designed to meet industry-leading specifications and to provide unique solutions to customers' needs, such as fast charging capacity, long cycle life, high energy density or high power density.

Polymer charge refers to the latest trend in the use of lithium ion batteries in consumer electronics and IT accessories. Polylithium batteries are flexible in shape and capacity, and customers can participate in the customized design of batteries according to their unique needs. In addition, its ultra-light and ultra-thin features cater to the trend of ultra-thin laptops and tablets. At the same time, ATL features fast charging, long life and other properties can also be achieved in polymer batteries.

In addition, ATL has two factories in dongguan and one in ningde, fujian. The two factories in dongguan are supposed to be mainly used for cylindrical and polymer batteries. The samsung GalaxyNote7 is supposed to be made at the two factories in dongguan, while the new energy plant in ningde, fujian province, focuses on making square electric car batteries.

And we all know, apple, huawei, OPPO, vivo, millet that several shipments besides samsung mobile phone brand manufacturers is ATL client, for now, the global handset shipments in addition to samsung and apple, followed by huawei, OPPO and millet, OPPO, for example, pushing OPPO shipments surged this year OPPOR9 batteries is using ATL, huawei Mate series also has a large part of using ATL batteries, in addition, huawei also use ATL P9, millet is also part of using ATL, The other part is samsung SDI, the mi 4 is ATL and SONY, and the vivo x6 also purchased ATL battery, which can also show the strength of ATL in the smartphone battery market.

However, the upcoming third quarter will be the peak period for mobile phone release. In addition to apple, huawei, OPPO, vivo and xiaomi will all release new mobile phones. At this time, although samsung has placed additional orders to ATL, I'm afraid that ATL cannot meet all the demands of samsung, and ATL capacity may be strained. In addition, according to the mobile phone online learned that ATL has also acquired an Indian company, due to the rapid development of the Indian smartphone market, ATL has extended its market layout to India, and will set up production plants in India!

TDK (ATL) surged nearly 8 percent, singwanda surged 10 percent and desai batteries surged 8 percent

Samsung, on the other hand, will not place all its battery orders with ATL except for its inability to supply as many as it does with the GalaxyNote7.

According to the author understands, in addition to the ATL TDK parent company shares rose almost 8%, although there is no notice said yan wanda and desai battery has acquired GalaxyNote7 battery orders, but wanda and see hin desai battery, so far, we have pleasure in wanda's stock has jumped nearly 10%, desai battery's share price rose nearly 8%, wanda and hin and desai battery's share price is still in the rising stage! So in addition to placing additional orders for the ATL, samsung is likely to have ordered the GalaxyNote7 from galaxy galaxy and desai batteries.

It is understood that the original GalaxyNote7 expect this year's sales volume is 10 million units, and SDI accounted for 70% of the order, that is to say, besides the ATL has accounted for 30% of the battery order, samsung SDI GalaxyNote7 abandoned after this 70% of the order may be composed of ATL, yan wanda and desai battery three or even other battery manufacturers. And xinwangda, desai battery is most likely to be apple's supplier, so far, xinwangda said that because of a confidentiality agreement with customers, so it did not disclose whether to provide iPhone7 battery.

The iPhone6 is powered in part by synwanda and desai batteries, and, barring accidents, the iPhone7 may still be powered in part by desai batteries. In this regard, samsung has all but reached out to apple's battery suppliers ATL, synwanda and desai. However, with the release of the iPhone7, it is unclear how many batteries the ATL and hinwanda and desai batteries will be able to supply to samsung.

It is worth mentioning that not long ago desai battery announced the revenue report of the first half of 2016. According to the financial report, the revenue of desai battery in the first half of 2016 was 3.003 billion yuan, down 20.49% year on year, and the total profit was 124 million yuan, down 37.30% year on year. The net profit was 91,598 million yuan, down 41.74% year on year.

As for desai battery's performance decline in the first half of this year, the company said that it was mainly caused by the following two reasons: first, the company's main business was affected to some extent due to the two consecutive quarters of declining revenue from major smartphone customers. The second is the main business for the big line power battery. The secondary subsidiary of power management system and package integration business, such as energy storage battery, is still in the investment stage.

The opposite of desai battery is xinwangda, whose revenue totaled 3.083 billion yuan in the first half of this year, up 14.66% year on year, and net profit was 147 million yuan, up 50.9% year on year. According to hin wanda said the company performance rising main benefit from the core business steady development, mobile digital type lithium ion battery module shipments to maintain steady growth, the company has for huawei, OPPO, vivo millet, lenovo, meizu, Letv, gold instant mobile phone customers with battery, such as mobile phone, tablet, notebook computers, as a representative of traditional consumption 3 c industry's rapid development, has provided a broad space for development for the company.

For intelligent mobile phone battery industry, according to cicc staff analysis, lithium battery industry increased differentiation in the first half of this year, the reason stems mainly from three aspects: one is iPhone7 new waterproof function, the cause of all parts and assembly caused a certain difficulty, time also for mass production than expected, the early resources affect earnings; Secondly, the second quarter of this year is the weak sales season for key customers, with the month-on-month drop of 21%. After the adjustment of subsidy mode, the performance is more sensitive to the sales volume. Third, the Taiwan battery module manufacturer xinpu also appears the recession phenomenon, this reflected this year the lithium battery industry competition intensifies!

And according to the new pu chairman song fuxiang said, this year compared with last year, the industry will decline, if there is no new market next year to drive the development of the industry, I am afraid that next year's operating situation will not be much better! Looking for new markets, in addition to new application areas, such as India and other emerging markets have become an important choice for the smartphone battery industry!

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