2020锂电池相关研究报告.ppt

Information for growth,THE WORLDWIDE RECHARGEABLE,BATTERY MARKET2008/2009-2020,19TH EDITION JANUARY 2009,PREPARED FOR,BEIJING,DECEMBER 20TH 2009,2,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,KEY ISSUESInformation for growth,CELLULAR PHONES,ooo,What is happening on the mobile phone market?Cellular phone market:what is the impact of new functionality:camera,data capabilities,videos?Impact of the economic crisis on cellular phone market?,HYBRID VEHICLES,PLUG IN HYBRIDS,ELECTRIC VEHICLES,oo,Impact on NiMH battery marketLi-ion Penetration:When?How fast?,LI-ION NEW APPLICATIONS,oo,Power tools,Household devices,Are there new markets coming for NiMH?Recent applications:RC Cars,Toys,Digital Camera,e-bike:what are the main trends?Will NiCd be banned in the near future?Li-Polymer:will it fulfill expectations?“After Market”size for Portable PCs and Cellular phones?Will NiMH replace NiCd for security devices,home appliance or Power tools markets?Li-ion:What will be the next technical evolution?New cathodes,new anodes,nano size materials,.What will be the Li-ion standard for HEV,P-HEV&EV?What will be the next application?Energy Storage?,3,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,APPLICATIONS COVERED IN THIS SURVEYInformation for growthCellular PhonesComputersPDACamcorders,Digital CameraMP3 playersGamesCordless Phones,R/C CarsHousehold appliancesPower ToolsSecurity lighting systemsE-BikesVEHICLES:Hybrids,Plug-in,Electric,Energy Storage:Solar energy,wind energy,smart gridOthers*:medical devices,radio,UPS,back-up systems etc.*Industrial batteries,Batteries for Aviation,defense,military or railway are not included in the survey,PortableRechargeable,Start Light&Ignition,IndustrialRechargeable,Primary,4,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,METHODOLOGY:EXTENSIVE FIELD RESEARCHTO RETRIEVE&CROSS CHECK INFORMATIONInformation for growth,In Depth analysisOf applications,Top managementcontact network,Raw materialssuppliers,Environment&recycling,Safety,Cross Check AnalysisBattery MakersSubstitutiontechnologies:Battery UsersSuperCap,Fuel,cellsConferences&Exhibitions,5,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,CONTENTInformation for growthPART 1:RECHARGEABLE BATTERY MARKET IN2008/2009TECHNICAL,ECONOMICAL&REGULATIONTRENDSFORECASTS UNTIL 2015&2020CONCLUSIONS,6,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,PART 1:RECHARGEABLE BATTERY MARKET IN2008/2009Information for growth1995-2009 RECHARGEABLE BATTERYMARKETNICD,NIMH,LI-ION AND LITHIUM POLYMERMAIN CHARACTERISTICSBATTERY SUPPLIERS MARKET SHARES IN 2008MAIN APPLICATIONS IN 2008,Millions cells,7,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,Source:AVICENNE Compilation,December 2009,WORLDWIDE RECHARGEABLE BATTERY SALESBY CHEMISTRY,UNITS(M CELLS),1995-2009Information for growthThe worldwide rechargeable battery market,in volume,1995-200960005000400030002000100001995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009(Est.),Ni-Cd,Ni-MH,Li-Ion,Li-Pol,MWh,8,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,WORLDWIDE RECHARGEABLE BATTERY SALESBY CHEMISTRY,UNITS(M WH),1995-2009Information for growthThe worldwide rechargeable battery market,in MWh,1995-200930 00025 00020 00015 00010 0005 000-1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009(Est.),Ni-Cd,Ni-MH,Li-IonSource:AVICENNE Compilation,December 2009,Millions$US,Information for growth,9,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,WORLDWIDE RECHARGEABLE BATTERY MARKET,NiCd,NiMH,Li-ion,Li-P,BY CHEMISTRY,M$,1995-2009After a huge decrease in 2001,market is increasing again from 2002 to 2009The worldwide rechargeable battery market,in value,1995-20091000090008000700060005000400030002000100001995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009(Est.),(1)CAGR:Compound Annual Growth RateSource:AVICENNE Compilation,December 2009,Wh/kg,10,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,NICD,NIMH&LI-ION PRODUCTPERFORMANCESInformation for growth,30025020015010050,0,100,200,300,400,500,600,700,Sanyo 18650MBI 18650BYD 18650Samsung 18650Sanyo 30*48*5MBI 30*48*5Samsung 30*48*5BYD 30*48*5BYD NiMH AASanyo NiMH AAMBI NiMH AASanyo NiCd AAMBI NiCd AA,Sony0,Gravimetric&volumic energy density by battery chemistryNiCd,Wh/lSource:AVICENNE Compilation,December 2009,11,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,JAPANESE SALES4.9 Billions$in 2008(07/08 growth:+10%),CHINESE SALES2.2 B$in 2008(07/08 growth:+15%),REST OF THE WORLD 0.1 B$in 2008,40%30%20%10%0%,60%50%,90%80%70%,JAPANESE,CHINESE&KOREAN MARKET SHARE,IN VALUE,2008Information for growthJapanese market share(value)decreases:from 82%of the market in 2001 to lessthan 75%in 2003&56%in 2008Rechargeable battery market by,country,KOREAN SALES1.7 B$in 2008(07/08 growth:+20%),Source:AVICENNE Compilation,June 2009,Growth in value 2007-2008,12,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,JAPAN4946M$,KOREA1652 M$,CHINA2235M$,5%0%,20%15%10%,0%,10%,20%,30%,40%,50%,60%,70%,MARKET SHARES&GROWTH 2005/2008JAPAN,CHINA&KOREAN BATTERY INDUSTRYInformation for growthJapanese market share(value)decrease:from 82%of the market in 2001 to lessthan 75%in 2003&56%in 200850%45%40%35%30%25%,Market share in value(%)Source:AVICENNE Compilation,June 2009,Information for growth,13,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,NICD BATTERY:MARKET SHARES IN 2008 IN,VOLUME&VALUE WORLDWIDE,Sanyo53%,BYD24%Matsushita8%,SAFT8%,Others7%,The worldwide NiCd battery marketCompany market share in 2008 in value,Sanyo,42%Matsushita7%,BYD36%,SAFT5%,Others10%,The worldwide NiCd battery market Companymarket share in 2008 in volume,Source:AVICENNE Compilation,June 2009,Information for growth,14,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,NIMH BATTERY:MARKET SHARES IN 2008 IN,VOLUME&VALUE WORLDWIDE,PEVE,29%,Sanyo23%,Matsushita9%,BYD,3%,GP14%,Yuasa10%,The worldwide NiMH battery marketCompany market share in 2008 in valueOthers12%,Sanyo,30%,Matsushita10%,PEVE8%,BYD5%,Gold Peak,16%,Yuaza14%,Others17%,The worldwide NiMH battery market Companymarket share in 2008 in volume,Source:AVICENNE Compilation,June 2009,17%,Lishen,Sanyo,4%,Information for growth,15,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,LI-ION&POLYMER BATTERY:MARKET SHARES,IN 2008 IN VOLUME&VALUE WORLDWIDE,Sony16%,Matsushita6%,Samsung SDI17%,LG Chemical8%BYD6%,The worldwide Li-ion&Polymer batterymarket-Company market share in 2008in valueOthers17%Nec Tokin 25%1%,Matsushita6%,Sony,15%,BYD9%,15%,LG Chemical8%Samsung SDI,The worldwide Li-ion&Polymerbattery market-Company marketshare in 2008 in volumeNec Sanyo1%Others 24%Lishen5%,Source:AVICENNE Compilation,June 2009,Information for growth,16,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,LI-ION CYLINDRICAL:MARKET SHARES IN 2008,IN VOLUME&VALUE WORLDWIDE,Sony19%,Sanyo30%,SDI17%Matsushita10%,LG9%,Others15%,The worldwide Li-ion cylindrical batterymarket-Company market share in 2008in value,Sony18%,Sanyo30%,Matsushita,SDI17%,LG9%,Others16%,The worldwide Li-ion cylindricalbattery market-Company marketshare in 2008 in volume,10%Source:AVICENNE Compilation,June 2009,17,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,LI-ION PRISMATIC&POLYMER:MARKET,Sanyo21%BYD11%,Sony15%,SDI16%,LG7%,Lishen5%,Others22%MBI3%,SHARES IN 2008 WORLDWIDEThe worldwide Li-ion Prismatic&Polymer battery market-Companymarket share in 2008 in value,Sanyo21%BYD14%,SDI15%,LG7%,Sony13%,MBI3%Lishen6%,Others21%,Information for growthThe worldwide Li-ion Prismatic&Polymer battery market-Companymarket share in 2008 in volume,Source:AVICENNE Compilation,June 2009,Million cells/year,18,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,Sanyo,SDISonyLG Chem,5004003002001000,700600,2001,2002,2003,2004,2005,2006,2007,2008,2009(Est),MAJOR LI-ION MANUFACTURERS YEARLYPRODUCTION 2001-2009Information for growthThe Li-ion production by battery makers,in volume,2001-2009800,SonyMBISanyo,NECMaxellBYDLG ChemSDILishen,Source:AVICENNE Compilation,June 2009,5%,SAFT volume)in 2008,(in,Others,Sanyo,13%,Acer,30%,7%,Panasonic,MBI,BYD,15%,Lenovo,16%,8%,MBI,Sony,MotorolaNiMH:1.2 Billion US$17%,Sony,Annual Growth=0%15%,Maxell,LG,CYLINDRICAL,00 100 200 Sanyo400200,100300,500 600 300,5%,CELLS,10%M of cells 23%Portable PCs MBI,Sanyo ordered 2008 SDI 3.1 B US$3%,SDI,+35%,19,Tel.:33(1)47 78 46 00E-mail:,Dell,BATTERY INDUSTRY IN 2008,EV,GP,Mobile&=-16%,Sanyo,MBI 29%17%,Others9%Sanyo Sony MBI SDI LGC 17%,BYD11%,Others13%Sanyo21%PRISMATIC&POL CELLS4.1 B US$+6%SonySDI16%,Li-ion&Polymer:6.9 Billion US$Annual Growth=+20%OthersMaxell25%Lishen,53%SonyLishenLGC Lishen NEC Others LG,LG ChemBYDSamsung LGEricssonToshiba 8%MBINokiaOthers 9%15%YuasaM Li-ion&Pol cells for mobile phones14%Lishen NEC BYD Maxell Others9%SOURCE:THE RECHARGEABLE BATTERY MARKET 2008-2020,AVICENNE,SEPT 2009,4%24%Sanyo 6%Chemical6%SDI19%,PCs cells 2008)Others,Information for growthNiCd:0.8 Billion US$AnnualPhonesGrowthBattery MakersPortable(Millionbatteryinsuppliers7%8%Others,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market2009 2020,Growth 07/08 in value,20,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,NiMH1200 M$NiCd,Li-ion6900 M$,800 M$-20%-25%,15%10%5%0%-5%-10%-15%,0%,10%,20%,30%,40%,50%,60%,70%,80%,90%,100%,MARKET SHARES&GROWTH 2007-2008 FORNICD,NIMH&LI-ION BUSINESSInformation for growthGrowth 07/08 Vs.Market share 2008 for each battery chemistry(in value)25%20%,Market share in value(%)Source:AVICENNE Compilation,June 2009,Million cells,21,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,1600140012001000,BATTERY MAKERS:2008 SALES IN M CELLS BYCHEMISTRYInformation for growthRechargeable battery market in volume by makers&chemistry,2008,in volume1800Li-P,Li-ion PrismaticLi-ion CylindricalNiMHNiCd,8006004002000Source:AVICENNE Compilation,June 2009,Million$,22,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,25002000,BATTERY MAKERS:2008 SALES IN M US$,BYCHEMISTRYInformation for growthRechargeable battery market in volume by makers&chemistry,2008,in value3000Li-P,Li-ion PrismaticLi-ion CylindricalNiMH,NiCd150010005000Source:AVICENNE Compilation,June 2009,23,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,(in volume)in 2008,CHINA46%CHINA53%CHINA25%,NiCdNiMH,CHINESE MAKERS STRENGTHS&WEAKNESSESInformation for growthChinese maker market share,0%Li-ionSource:AVICENNE Compilation,June 2009,80%70%60%50%40%30%20%10%,90%,Recghargeable battery Market share by country,%invalue,1993-2008,Information for growth,24,Tel.:33(1)47 78 46 00E-mail:,NICD IN 2009,MAIN APPLICATION:POWER TOOLS,Others20%Security lighting8%Toys7%Householddevices3%,E-bike,e-scooters13%Power Tools49%,or decreased a little except e-bikewhich is increasing.Strong competition witho NiMH for Toys,cordless Phones,Household deviceso Li-ion for power tools What will be the next step?,1 050 Million NiCd cells725 M$NiCd by application worldwide,%in value,2009,CAGR 2004/2009-7%per year in volume-8%per year in value All the market segments are stable,SOURCE:THE RECHARGEABLE BATTERY MARKET 2008-2020,AVICENNE,SEPT 2009,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,%of HEV battery in NIMH revenues,M$,25,Tel.:33(1)47 78 46 00E-mail:,NIMH IN 2009MAIN APPLICATION:HEVInformation for growth,Cordless,Phones10%,Retail:RCcars,Toys,Household,DSC,22%,HEV,57%,Others11%,10%0%,50%40%30%20%,60%,4002000,1 4001 2001 000800600,1 600,2000,2003,2006,2009(Est.),1 100 M NiMH cells1.3 B$NiMH battery market worldwide in value%for HEV application,Others,HEV,%of HEV in NiMH sales,CAGR 2004/2009+5%per year in Volume+10%per year in valueNiMH battery by applications,worldwide,%invalue,2009,SOURCE:THE RECHARGEABLE BATTERY MARKET 2008-2020,AVICENNE,SEPT 2009,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,M$,M$,26,Tel.:33(1)47 78 46 00E-mail:,LI-ION IN 2009MAIN APPLICATION:CELLULAR,NOTEBOOKInformation for growth,2000,2003,2006,2009(Est),Cellular Phones,Portable PCs,Others,3 100 M Li-ion&Polymer cells6 900 M$Li-ion&Polymer Battery sales,M$,Worldwide,2000-20098 0007 0006 0005 0004 0003 0002 0001 000-,1 8001 6001 4001 2001 000800600400200-,2000,2003,2006,2009(Est.),CAGR 2004/2009:+16%per year in volume+11%per year in valueLi-ion&Polymer Battery sales,M$,Worldwide,2000-2009,Power tools,Camcorders,MP3Others,Digital cameraGamesSOURCE:THE RECHARGEABLE BATTERY MARKET 2008-2020,AVICENNE,SEPT 2009,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,27,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,AGENDAInformation for growth,BATTERY MARKET IN,RECHARGEABLE2009,PART 2:,TECHNICAL,ECONOMICAL&,REGULATION TRENDS,2015,FORECASTS UNTIL CONCLUSIONS,28,Tel.:33(1)47 78 46 00E-mail:,Beijing-CIAPS Meeting-December 20th 2009-The Worldwide Rechargeable Battery Market 2009 2020,THE MAIN TRENDSInformation for growth,Economical trendsPrice decreases,Investment,Technical trendsNew technologies,highercapacities,higher power,improving reliability&performances for rawmaterials,Regulation trendsProducts banned,cyclability,durability,Applications trends Mobile-Portable PC VEHICLES-DigitalCameras-PDA-Power Tools-Toys-Cordless Phones-Home Appliances-Camcorders-Security systems-RC Cars Video games MP3-.Geographic AreaUS-Western Europe-Japan-China-India-Latin America-Eastern Europe-Asia Pacific-Middle East-Row,Production cost and others(US$/cell),Profit level(%of the revenues),Co price($/kg),29,Tel.:33(1)47 78 46 00E-mail:,Beijing