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市場調查報告書

全球IT應用LIB市場的狀況與預測

2013 Yearly Total Global LIB Market Status and Forecast for IT Application

出版商 SNE Research 商品編碼 291083
出版日期 內容資訊 英文 110 Pages
商品交期: 請詢問到貨日
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全球IT應用LIB市場的狀況與預測 2013 Yearly Total Global LIB Market Status and Forecast for IT Application
出版日期: 2014年01月02日 內容資訊: 英文 110 Pages
簡介

LIB(鋰離子電池)的總出貨量從2012年的49億1,100萬台增加到2013年達到50億5,400萬台。和前一年相比成長率由2012年的8.5%減速到2013年的2.9%。成長減速的理由為2013年智慧型手機市場開始達到飽和狀態。

本報告提供全球IT應用LIB市場相關調查,提供企業·不同設備類型的LIB出貨量,價格趨勢,及台灣的主要企業狀況等等,為您概述為以下內容。

第1章 序文

第2章 全球LIB市場情況與預測

  • 全球LIB市場情況與預測
  • 全球LIB市場情況與預測:IT應用

第3章 LIB供給情形:應用·各用戶

  • SDI
  • LG Chemical
  • Panasonic
  • SONY
  • Maxell
  • ATL
  • BAK
  • BYD
  • LISHEN
  • COSLIGHT

第4章 LIB供給情形:各應用領域

  • LIB供給情形:應用·各類型
  • 行動電話
  • 筆記型電腦
  • 電力工具
  • 平板電腦
  • DSC

第5章 台灣的4大企業

  • SIMPLO
  • DYNAPACK
  • CELXPERT
  • STL Technology

第6章 汽缸形18650 LIB價格情形

目錄
Product Code: R119SB2013036

The total shipment of IT LIB reached 5,054 million cells in 2013 from 4,911 million cells in 2012. The year on year growth slowed to 2.9% in 2013 from 8.5% in 2012. The reason for the slow growth was the market saturation of smartphones which started during 2013.

The IT LIB market was slow in general in 2013, however the two key factors are expected to have a big impact on the industry. The first is the TESLA Effect and the second is the continuous growth of Tablet PC (including low cost White Box in China). TELSA is expected to sell 21,000 vehicles in 2013 and the amount of cylindrical battery which Panasonic of Japan supplied is expected to reach 180 million cells. Supporting a positive market view, 110,500 vehicles of Model S and Model X are expected to be sold in 2015 and 834 million cells of battery are to be supplied.

[Figure: Global IT LIB Shipment by Battery Type (2011 ~ 2018F) ]
(Unit: Mil Cell)

(Source: SNE Research)

In 2013, ATL and LISHEN increased their supply of small IT batteries to Apple. BYD together with LISHEN also increased their supply to Samsung Mobile. As smartphone companies of China such as Lenovo, Huawei, ZTE, CoolPad and Xiami continue their growth, battery companies which were previously Tier 2 are becoming Tier 1. Coslight is a good example of such company. The White Box market in China is affecting the Tablet PC market and providing the foundation for the local battery companies of China to grow.

SONY of Japan is showing signs of recovery. The company has increased their battery supply to Apple and also to SONY. Panasonic which ranked the third in market share for small-size IT battery following LG Chemical has supplied 180 million battery cells to TESLA in 2013 and in the next year is expected to increase their total supply to a minimum of 3~4 hundred million cells. The company is to change from deficit to surplus in 3Q of 2014 for small-size IT battery.

As a conclusion, in 2013, Samsung and LG Chemical of Korea showed good performance for customer acquisition, shipment and operating profit and Panasonic and SONY of Japan showed clear signs of recovery for cylindrical battery and polymer battery respectively.

ATL and LISHEN which continued growth from 2010 to 2012 have increased their shipment slightly but the operating profits are expected to decrease below 3.5%. Coslight which started as a 2nd tier grew annually by 50% and became a 1st tier company. The company is expected to continue to grow in 2014. More than 20 2nd tier companies with similar potential are located in Guangdong province of China.

[Figure: 2013 LIB Shipment by Company]

(Source: SNE Research)

Table of Contents

1. Preview

  • 1.1. Global LIB Market Share Status and Forecast for Major IT Applications
  • 1.2. Korea Major 2 LIB Manufacturers Status
  • 1.3. Global IT LIB Capacity Status and Forecast
  • 1.4. Global White Box Market Status and Forecast for Tablet PC
  • 1.5. Impact of Tesla and Cylindrical Battery Market Forecast

2. Global LIB Market Status and Forecast (2011 ~ 2018F)

  • 2.1. Global LIB Market Status and Forecast
  • 2.2. Global LIB Market Status and Forecast for IT Application

3. LIB Supply Status by Application and Customer

  • 3.1. SDI
  • 3.2. LG Chemical
  • 3.3. Panasonic
  • 3.4. Sony
  • 3.5. Maxell
  • 3.6. ATL
  • 3.7. BAK
  • 3.8. BYD
  • 3.9. LISHEN
  • 3.10. COSLIGHT

4. Four Major Taiwan Packers??SCM Status

  • 4.1. SIMPLO
  • 4.2. DYNAPACK
  • 4.3. CELXPERT
  • 4.4. STL Technology

5. Cylindrical 18650 LIB Price Status

  • 5.1. Cylindrical 18650 LIB Price Status
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