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市場調查報告書
全球及中國的鋰電池產業報告:2010∼2011年
Global and China Lithium Battery Industry Report, 2010-2011
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全球及中國的鋰電池產業報告:2010∼2011年 是由出版商ResearchInChina在2011年09月所出版的。
這份英文市場調查報告書包含192 Pages 價格從美金2800起跳。
2010年，全球鋰電池出貨量增加27.4％達到39億200萬台。這個數字可以預測2011年將達到44億4,800萬台。2010年Panasonic重整三洋電機的電池產業，啟動與該公司合併的能源設備產業。該公司2011年度的收益預計為7,600億日元(86億6,000萬美元)。在這之中，鋰電池的收益為2,980億日元，位居全球第1位。
本報告提供全球及中國的鋰電池市場相關調查分析，全球市場趨勢應用，正極與負極材料，分離器，電解質的各自產業結構和製造商簡介等彙整資料，為您概述為以下內容。
第1章 鋰電池產業概要
- 全球市場規模
- 各地區模式
- 中國的Li-ion電池的出口
- 全球的排行榜
- 產業鏈
第2章 鋰電池市場
- 行動電話
- 智慧型手機
- 行動電話用電池的市場佔有率
- 筆記型電腦
- 汽車
- 汽車鋰電池的正極材料
- EV與HEV
- 汽車電力鋰電池
- 鋰電池製造商和汽車製造商的供給關係
- 新能源相關中國的政策
第3章 鋰電池的正極
- 簡介
- LiFePO4不是汽車鋰電池主流的的正極材料
- 市場趨勢
- 全球產業結構
- 中國的產業結構
- 製造商
第4章 鋰電池的負極
第5章 鋰離子電池隔膜
第6章 鋰電池電解質
- 簡介
- LiPF6
- 產業結構
- 中國的產業結構
- 製造商
第7章 電力鋰電池製造商
第8章 傳統鋰電池製造商
Abstract
This report
- Analyzes lithium battery market, including its application
- Focuses on positive electrode and negative electrode of lithium battery,
also lithium battery separatorand electrolyte
- Highlights the operation of power lithium battery enterprises and
traditional lithium battery enterprises in China
In 2010, the global shipments of lithium batteries registered some 3.902
billion units, up 27.4% compared with that in 2010. The figure is estimated to
reach approximately 4.448 billion units in 2011, up 14% over 2010.
In 2010, Panasonic restructured Sanyo' s battery business and merged it with
Panasonic' s battery business into Panasonic Energy Device Corporation. In FY
2011, the company achieved revenue of JPY 760 billion (about USD 8.66
billion), with operating margin of 1.6%. The revenue from lithium battery
reached JPY 298 billion, ranking first in the world.
After years of rapid growth, China' s lithium battery enterprises are showing
signs of sluggishness. The leading enterprise BYD slid both in its revenue and
sales volume, with automobiles and mobile phones occupying more resources of
BYD, while the growth rate of Lishenand BAK slows down compared with that
before 2010. Lithium battery enterprises fail to attract more capital as well
as talents due to low ROI. Moreover, the implementation of tight monetary
policy for a long period undermines the competitiveness of enterprises.
On the contrary, Korean enterprises continue to advance triumphantly,
especially Samsung SDI which dominates the mobile phone field. In terms of
shipments, Samsung SDI ranks first and continues to grow rapidly in 2011, and
its shipment is estimated to grow 34%. LG Chemalso keeps sound development
trend.
On the one hand, LG Chembreaks out of the encirclement of Japanese
manufacturers and enters the battery supply chain for HP laptops; on the other
hand, LG Chemhas obtained recognition from GM, FORD, BMW, BENZ, and VOLVO in
lithium batteries for automotive application.
Mobile phones and laptops still provide the big market for lithium battery,
while lithium battery for vehicles witnesses slow growth. EV and HEV/PHEV
manufacturers are mainly dependent on government subsidies for their low
price-performance ratio. But the American and European economies intend to
reduce expenditure, so the government subsidy is likely to be canceled or
reduced. In the next three to five years, it is impossible to bring down the
price of EV and HEV, so the market will still be sluggish.
The upstream fields of lithium battery continue their fervent development but
with slight change.
In the field of anode materials, Nichia and UMICORE scramble for supremacy,
together making up over 50% of the market share. As for Chinese enterprises,
compared with that in 2010, they experienced slight rise in shipment but sharp
slide in profit. The most representative example is Easpringwhose main
business declined 14.2% YoYand operating income fell 88.2% YoYin H1 2011.
LiFePO4, the hottest topic in H1 2010, almost vanishes in a flash. The LiFePO4
enterprises or institutions once spatting with each other have made peace. The
patent holders, namely CNRS, Universitede Montreal, Hydro-Quebec, LFP
Technology, Dr. John Goodenough, Dr. Michel Armand, and PhostechLithium have
reached an agreement on the establishment of Swiss MuttenzLiFePO4+C Licensing
AG to promote LiFePO4 technology.
The LiFePO4 cannot be found in any mass-production automobile models. LiFePO4
fails to solve the problems of consistency, service lifetime as well as
safety, while LiNiO2 or NMC/NAC will enjoy bright market prospects in the
future. A123 System, a leading manufacturer of LiFePO4, continues to suffer
losses, and the loss rate is still on the rise. In H1 2011, the company made a
loss of USD 33 million, with the loss rate being as six times as that in H1
2010.
In the cathode field, Hitachi Chemical and Nippon Carbon account for more than
50% of the market share. In the area of separator, ASAHI KASEI, CELGARD, TONEN
are the three biggest magnates, together making up 77% of the market share. In
the electrolyte field, CheilIndustries under Samsung continues to stand first,
followed by UBE.
Table of Contents
1 Overview of Lithium Battery Industry
- 1.1 Global Market Size
- 1.2 Geographical Pattern
- 1.3 China' s Export of Li-ion Battery
- 1.4 Global Ranking
- 1.5 Industry Chain
2 Lithium Battery Market
- 2.1 Mobile Phone
- 2.2 Smart Phone
- 2.3 Market Share of Mobile Phone Battery
- 2.4 Laptop
- 2.5 Automobile Application
- 2.5.1 Positive Electrode Material of Lithium Battery
- 2.5.2 EV and HEV
- 2.5.3 Power Lithium Battery for Automobile
- 2.5.4 Supply Relationship between Lithium Battery Manufacturers and
Automakers
- 2.5.5 Chinese Policies Concerning NEV
3 Positive Electrode of Lithium Battery
- 3.1 Introduction
- 3.2 LiFePO4 Is Not the Mainstream Positive Material of Lithium Battery for
Automobile
- 3.3 Market Trends
- 3.4 Global Industry Structure
- 3.5 Industry Structure in China
- 3.6 Manufacturers
- 3.6.1 Umicore
- 3.6.2 SHANSHAN
- 3.6.3 Easpring
- 3.6.4 Hunan ReshineNew Material
- 3.6.5 Ningbo JinheNew Material
- 3.6.6 CiticGuoanMengguli(CITIC GUOAN MGL) New Energy Technology
- 3.6.7 Tianjin B&M Science and Technology
- 3.6.8 PuleadTechnology Industry
- 3.6.9 ShenZhenTianJiaoTechnology Development
- 3.6.10 Nichia
- 3.6.11 L&F
- 3.6.12 TODA KOGYO
- 3.6.12 Tanaka-chem
- 3.6.13 Tianjin STL Energy Technology
- 3.6.14 Yunnan Huilong
- 3.6.15 PhostechLithium
4 Negative Electrode of Lithium Battery
- 4.1 Introduction
- 4.2 Global Industry Structure
- 4.3 Industry Structure in China
- 4.4 Manufacturers
- 4.4.1 Shenzhen BTR Electronic Material
- 4.4.2 Morgan HairongNew Material
- 4.4.3 Hitachi Chemical
5 Lithium Battery Separator
- 5.1 Introduction
- 5.2 Separator Material Market
- 5.3 Global Industry Structure
- 5.4 Manufacturers
- 5.4.1 Asahi Kasei
- 5.4.2 TONEN
- 5.4.3 Celgard
- 5.4.4 Shenzhen Senior Technology Material
- 5.4.5 FoshanJinhuiHi-Tech
- 5.4.6 Xinxiang Green New Energy
- 5.4.7 ENTEK
- 5.4.8 SK Energy
6 Lithium Battery Electrolyte
- 6.1 Introduction
- 6.2 LiPF6
- 6.3 Industry Structure
- 6.4 Industry Structure in China
- 6.5 Manufacturers
- 6.5.1 CAPCHEM
- 6.5.2 ZhangjiagangGuotaihuarongChemical
- 6.5.3 CheilIndustries
- 6.5.4 UBE
- 6.5.5 Mitsubishi Chemical
7 Power Lithium Battery Manufacturers
- 7.1 Ener1
- 7.2 SB LiMotive
- 7.3 PEV
- 7.4 Lithium Energy Japan
- 7.5 Blue Energy
- 7.6 CPI
- 7.7 Saft
- 7.8 Hitachi Vehicle Energy
- 7.9 A123
- 7.10 ASEC
8 Traditional Lithium Battery Manufacturers
- 8.1 BAK
- 8.2 BYD
- 8.3 SUCD
- 8.4 Tianjin Lishen.........
Selected Charts
- Global Shipment of Lithium Battery, 2005-2011
- Global Lithium Battery Market Size, 2005-2011
- Global Lithium Battery Industry by Region (by Value), 2005-2011
- Shipment of Major Lithium Battery Manufacturers Worldwide, 2005-2011
- Lithium Battery Industry Chain
- Supply of Lithium Ore by Region, Worldwide
- Global Presence of Lithium Ore Manufacturers
- Global Shipment of Mobile Phones, 2007-2014
- Quarterly Global Shipment of Mobile Phones and Annual Growth Margin, Q1
2008-Q1 2011
- Quarterly Shipment of CDMA and WCDMA Mobile Phones, 2007-2011
- Market Shares of Main Smart Phone Manufacturers Worldwide, Q1 2011
- Market Shares of Smart Phone OS, 2009-2012
- Smart Phone Shipment of World' s Major Mobile Phone Manufacturers
- Market Shares of Major Mobile Phone Battery Manufacturers, 2010
- Market Shares of Major Mobile Phone Battery Manufacturers, 2011
- Sales Volume of Desktop PCs and Servers Worldwide, Q1 2010-Q4 2011
- Sales Volume of Laptops and Tablet Computers Worldwide, Q1 2010-Q4 2011
- Global Output of Electric Vehicles and Hybrid Electric Vehicles, 2010-2020
- Global Output of Lithium Battery for EV and HEV, 2010-2020
- Global Demand of Lithium Battery (by Type) for EV and HEV
- EV and HEV Output in China, 2009-2020
- Global Shipment of Positive Electrode Materials for Lithium Battery,
2005-2010
- Global Shipment of Positive Electrode Materials for Lithium Battery (by
Technology), 2009-2014
- Global Shipment of Positive Electrode Materials for Non-Power Lithium
Battery (by Technology), 2009-2014
- Global Shipment of Positive Electrode Materials for Power Lithium Battery
(by Technology), 2009-2014
- Market Shares of Major Manufacturers of Positive Electrode Material for
Lithium Battery, 2010
- Market Shares of Major Manufacturers of Positive Electrode Material for
Lithium Battery, 2011
- Global Shipment of Positive Electrode Materials for Lithium Battery (by
Type), 2011
- Supply Relationship between LiCoO2 Manufacturers and Battery Manufacturers
- Organization Structure of Umicore
- Umicore' sRevenue and EBIT Ratio
- Umicore' sEnergy Material Revenue and EBIT
- Umicore' sBattery Material Bases
- Organization Structure of Umicorein Greater China
- Presence of Umicorein China
- Revenue by Product of Umicorein Greater China
- Revenue and Gross Margin of Shanshan, 2007-2012
- Revenue by Product of Shanshan, 2007-2012
- Sales Volume by Product of Shanshan, 2007-2012
- Organization of Easpring
- Customers of Easpring, 2007-2009
- Cost Structure of Easpring, 2009
- Revenue and Gross Margin of Easpring, 2007-2012
- Revenue and Operating Margin of Nichia' s Lithium Battery Materials
Division, 2007-2011
- Revenue and Operating Income of L&F, 2006-2011
- L&F' s Revenue and Proportion of Battery Material Revenue, 2006-2011
- Revenue and Operating Income of TODA KOGYO, FY2006-FY2012
- Global Presence of Battery Material Production Bases of TODA KOGYO
- Revenue and Operating Income of Tanaka-chem, FY2006-FY2011
- Product Shipment of Tanaka-chem, FY2009-FY2011
- Revenue of Tanaka-chemby Application, FY2009-FY2011
- Customers of PhostechLithium
- Global Shipment of Negative Electrode Material for Lithium Battery by
Type, 2011
- Supply Relationship between Lithium Battery Negative Electrode
Manufacturers and Battery Manufacturers
- Market Shares of Key Negative Electrode Material Manufacturers, 2010
- Market Shares of Key Negative Electrode Material Manufacturers, 2011
- Revenue and Operating Margin of Hitachi Chemical, FY2004-FY2011
- Revenue of Hitachi Chemical by Sector, FY2004-FY2010
- Global Output Value of Lithium Battery Separator, 2009-2013
- Global Demand for Lithium Battery Separator, 2009-2013
- Market Shares of Major Lithium Battery Separator Material Manufacturers,
2010
- Market Shares of Major Lithium Battery Separator Material Manufacturers,
2011
- Main Customers of Major Lithium Battery Separator Material Manufacturers,
2010
- Revenue and Operating Income of Asahi Kasei, FY2005-FY2011
- Revenue of Asahi Kasei by Product, FY2009-FY2011
- Operating Income of Asahi Kasei by Product, FY2009-FY2011
- Organization Structure of Electronic Material Divisions of Asahi Kasei
- Revenue and Operating Margin of Polypore, 2005-2011
- Revenue of Polypore by Product, 2005-2010
- Capacity and Growth Rate of Lithium Hexafluorophosphate(LiPF6) of Morita
- Market Shares of Main Lithium Battery Electrolyte Manufacturers, 2010
- Market Shares of Main Lithium Battery Electrolyte Manufacturers, 2011
- Capacity of Main Lithium Battery Electrolyte Manufacturers, 2010
- Revenue of Capchem, 2007-H12011
- Net Income of Capchem, 2007-H12011
- Revenue of Jiangsu Guotaiby Business, 2009-2010
- Operating Income of Jiangsu Guotaiby Business, 2009-2010
- Sales and Revenue of Guotaihuarong, 2008-2012
- Revenue and Operating Margin of CheilIndustries, 2007-2012
- Revenue of CHIEL by Sector, Q2 2009-Q2 2011
- Operating Income of CHIEL by Sector, Q2 2009-Q2 2011
- Revenue of UBE by Sector, FY2007-FY2010
- Operating Income of UBE by Sector, FY2007-FY2010
- Revenue and Operating Income of Ener1, 2005-2011
- Product Usage Examples of PEVE
- Revenue and EBITDA of SAFT, 2004-2011
- Revenue of SAFT by Application, 2010
- Revenue of SAFT by Technology, 2010
- Revenue and Gross Profit of A123 Systems, 2006-2010
- Revenue of A123 Systems by Region, 2007-2010
- Revenue of A123 Systems by Application, 2007-2010
- Global Distribution of A123 Systems Offices
- Battery Application Examples of A123
- Revenue and Operating Margin of BAK Battery, FY2003-FY2010
- Revenue and Gross Margin of BAK Battery, Q2 FY2009-Q3 FY2011
- Revenue of BAK Battery by Product, FY2004-FY2010
- Revenue of BAK Battery by Region, FY2004-FY2009
- Major Customers of BAK Battery
- Revenue of BAK Battery by Application, Q3 FY2011
- Capacity Utilization of BAK Battery, Jan. 2009-Dec. 2009
- Revenue and Operating Margin of BYD, 2004-2011
- Revenue of BYD by Product, 2005-2011
- Average Sales Price of BYD Batteries, 2006-2010
- Shipment of BYD Batteries, 2006-2010
- Revenue and Before-tax Profit Margin of Scud, 2003-2009
- Revenue of Scud by Product, 2009
- Revenue of Scud by Product, 2010
- Sales Volume of Scud Batteries, 2005-2010
- Revenue and Shipment of Lishen, 2004-2010
- Revenue and Operating Margin of Lishen, 2004-2010
- Revenue and Operating Margin of Samsung SDI, 2003-2011
- Revenue and Operating Margin of Battery Business of Samsung SDI, 2007-2011
- Shipment and Average Selling Price of Samsung SDI Batteries, 2005-2011
- Revenue and Operating Income of Tianjin Samsung SDI, 2004-2009
- Revenue and EBITDA of LG Chem, 2004-2011
- Revenue from Battery Business of LG Chem, Q1 2009-Q2 2011
- Revenue and Gross Margin of Simplo, 2000-2010
- Shipment and Global Market Share & Forecast of SimploLaptop Batteries,
1999-2011
- Shipment and Average Price & Forecast of SimploLaptop Batteries, 2001-2009
- Revenue of Simplo, May 2009-May 2011
- Market Shares of Major Laptop Battery Module Manufacturers Worldwide, 2010
- Revenue and Gross Margin of Dynapack, 2002-2010
- Revenue of Dynapack, May 2009-May 2011
- Export Volume & Value of China' s Li-ion Batteries, 2007-2011
- Export Values of Key Li-ion Battery Manufacturers in China, 2007-2010
- Top Ten Importers of China' s Li-ion Battery, 2010
- Ranking of Main Lithium Battery Manufacturers Worldwide by Revenue,
2009-2011
- Supply Relationship Between Mobile Phone Manufacturers and Battery
Providers
- Ranking of Global Positive Electrode Manufacturers by Revenue, 2010-2011
- Ranking of Positive Electrode Manufacturers in China by Revenue, 2010-2011
- Suppliers of LiFePO4 in China, 2010
- Revenue of Tianjin B & M Science and Technology by Product, 2007-2009
- Capacity and Output of Tianjin B & M Science and Technology, 2007-2009
- Sales Volume of Tianjin B & M Science and Technology, 2007-2009
- Top 5 Customers of Tianjin B & M Science and Technology, 2009
- Top 5 Suppliers of Tianjin B & M Science and Technology, 2007-2009
- Revenue from Positive Electrode Materials of TODA KOGYO, FY2006-FY2010
- Financial Data of Shenzhen BTR Electronic Material, 2008-2011
- Product Parameters of Lithium Battery of PEVE
- Revenue of BYD Batteries by Product, 2008-2010
- Capacity, Output, Sales and ASP of BYD' s Battery Business, 2008-2010
- Revenue and Operating Income of Sanyo Energy (Beijing) Co., 2004-2010
- Revenue and Operating Income of Sanyo Energy (Suzhou) Co., 2004-2010
- Revenue and Operating Income of Panasonic Energy (Wuxi) Co., 2004-2010
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