3C small lithium battery market analysis report

The lithium-ion battery market can be divided into three major markets: the consumer electronics market, the electric vehicle market, and the industrial & energy storage application market. The former is generally referred to as the 3C small lithium-ion battery market, and the latter two are the power lithium-ion battery market.

The world and China, sales of lithium ion batteries is mainly concentrated in the consumer electronics market, although its market share in the fall.2012 global sales of 38.1674 million kWh lithium-ion battery is 72.28% in the consumer electronics market, the Chinese market the proportion is 65.40%, total sales of the lithium-ion battery is 6.62 million kWh), relatively lower, the research that the main reason is: (1) smart phones, tablets and other industries, China's development is relatively lagging two or three years;(2) some power battery market, China's monopoly the global capacity, such as electric bicycles, etc.

Total global mobile phone use lithium ion battery in 2012 for.01 1086 kWh, from 1, 1094 kWh in 2011 declined, but in the Chinese market, mobile phone use lithium ion batteries grew by 6.30%, total are shown in table 1, the main reason is that in 2012 China's smart phone sales reached a staggering 188 million, a 137.97% increase over 2011, is a global growth of 39.96% of the number of times. In China, the smart phone is rapidly replacing the traditional function of mobile phone.

Smart phone screen is bigger and bigger, more and more features, more and more power, the existing lithium-ion battery products is more and more difficult to meet the demand. At present, most of the smart phones equipped with battery tube is not a day, which means that even if double the energy density of the lithium ion battery is difficult to meet the demand. Now mobile phone use lithium ion batteries to resolve the principal contradiction is not the price but the performance. Who wants to be able to take the lead in developing the energy density is more than double the lithium-ion battery products, even if the price turns on 1 times or more, it also can be achieved extraordinary development.

However, the next year or two, or even for a longer period of time, I'm afraid is difficult to appear on the market double the energy density of lithium ion battery products. Therefore, in the future for a period of time, for consumer electronic products at any time charge mobile power market will be rapid development. And mobile power supply to the battery energy density and volume requirements are not very high, relatively more suitable for Chinese enterprises to do. In fact, so the development of the market is also true that in 2012 the world's 2012 kWh of mobile power lithium ion battery needs, more than 80% are made in China, including the Chinese market was given 522000 kWh, is a leading force in the market.

Tablet computer market in China is also fast and steady development, annual growth rate is higher than the global average. China market in 2012 total sales of 11 million tablets, absolute number has increased by 5.27 million units in 2011.In the global share of 8.44%.And in 2010 and 2011, the Chinese market of global accounted for 6.67% and 8.33% respectively. Tablet sales booming directly drive the lithium ion battery sales promotion, in 2012, the sales volume of lithium-ion batteries for tablet PCs in China reached 284,900 kWh, a year-on-year increase of 91.97%.

The appearance of the tablet to the notebook computer industry development has brought a heavy blow, however, as the law of development of mobile and portable PC market has become increasingly apparent, more and more units are give employees with laptops instead of desktops, which makes the demand of the laptop is still present a certain rigidity, global sales will stable at around 200 million in the next few years. In the Chinese market, because the laptop price falling fast (mid-range laptops price has quite as the desktop), laptop began to replace the progress of the desktop. Sales in the Chinese market, 2012, 30.4 million notebook computer, there have been big rose from 22.2 million in 2011, directly make the market of lithium ion battery sales increased by 36.94%, to 1.4847 million KWh.

In general, the demand for lithium-ion batteries in the consumer electronics market is growing. Research suggests that the demand for lithium-ion batteries in this market will continue to grow at around 15% in the next few years. As Chinese companies will achieve faster development in smart phones, mobile power and other industries, the supply of lithium-ion batteries for Chinese companies in this market will maintain a compound annual growth rate of 27.01% in the next few years, which is faster than the global market. . At present, most of the lithium-ion battery companies in China are concentrated in this market, but this situation will change to some extent in the next few years. Because of the replacement of the market for power lithium-ion batteries such as electric bicycles, Chinese companies will have a lot of room for development.

Chinese market intelligent mobile phones are rapidly replacing function, the process began in 2012, is expected to basically complete replacement in 2013.Since then, sales of smart phones and feature phones will tend to be stable, in 2017, the function of mobile phone sales will stop. In terms of smart phone industry itself development, now has reached a stage of competing hardware, for Chinese enterprises is relatively good, and this is why since 2013, the world's largest smart phone enterprise Samsung electronics is no longer the apple as main rival, but Chinese companies (Lenovo, ZTE, Huawei, cool, millet, TCL, etc.) as the biggest cause of major competitors.

In 2012 China's smart phone market homebred brand has occupied two-thirds of the market share, market share will be higher in 2013;At the same time, the global smart phone market, Chinese enterprises' market share of more than 50% for the first time. For the lithium ion battery industry in China is very beneficial. However, in 2014 China mobile phones market smart phone to complete basic function after the replacement of its sales growth will slow, consumers more attention to the performance of smart phones experience at this time, as a result, unit cell phone lock equipped with lithium ion battery capacity will have obvious growth. Based on these judgments, the study predicts that by 2017 China mobile phone market will consume 5.1251 million kWh lithium-ion battery, is 2.8 times that of 2012.

Tablet computer market of China, in general, the Chinese enterprises is not grasp in the production of high quality and low price tablet PC technology, and the low end of the tablet is not popular with most Chinese consumers, apple and other high-end tablets price too high. In view of this, the market's overall sales increment is a slow growth development momentum. China's share of the global tablet market is steadily rising, in the next few years will grow by 2.5% to 4% a year. At 8.44% in 2012, will reach 23.33% by 2017.Related research is expected in 2017, the Chinese tablet market will consume 2.6639 million kWh lithium-ion battery, for the first time beyond the laptop.

The notebook market tends to saturation, but with the global market in the next few years will be basically stopped growing the difference is that in the next few years the Chinese market will continue to maintain a certain growth, sales will reach 2017 units by 2017.In super laptop this replacement, for the sake of spending power, the Chinese market is the global market will have an appropriate lag process, after 2015 alternative speed will be faster, will form 20 million to 2017 sales. Super this use of lithium ion battery, Polymer lithium ion batteries consumption will be significantly higher than the 16650 cylindrical batteries. Relevant research is expected in 2017, the Chinese notebook market will consume 2.202 million kWh lithium-ion battery is 1.48 times that of 2012.

The Chinese market in 2012, a total of 29 million sets of mobile power products, accounts for the proportion of the global 82 million is 35.37%; The average power for mobile power products can store each 18wh, higher than the global average of 15wh. China mobile power market in the next few years will be in high speed development, the sales of the average annual compound growth rate will reach 28.60%, higher than 23.96% of the world's development speed. At the same time, the unit product can storage capacity will grow faster than the world. By 2017, China mobile power market scale will reach 102 million units, accounted for 42.50%.

It should be mentioned that China accounts for more than 90% of the global production capacity, whether it is mobile phones, mobile power, or tablets or laptops. The overall price of these products has a continuous decline process, which is advantageous for Chinese lithium-ion battery companies with relatively low manufacturing costs.

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