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ITアプリケーション向けLIB(リチウムイオン電池):世界市場の分析と予測

2013 1Q - LIBs for IT applications: global market analysis and forecast

発行 SNE Research 商品コード 279210
出版日 ページ情報 英文 152 Pages
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ITアプリケーション向けLIB(リチウムイオン電池):世界市場の分析と予測 2013 1Q - LIBs for IT applications: global market analysis and forecast
出版日: 2013年07月31日 ページ情報: 英文 152 Pages
概要

2012年のIT部門におけるLIB(リチウムイオン電池)出荷高は、2011年の45億2,500万個と比較して8.5%上昇し、49億2,200万個となりました。2013年は2012年から4.7%増加して51億4,100万個に達し、2018年には72億7,000万個に達すると予測されています。2013年の第1四半期において、国別の出荷高では4億6,200万個で中国が首位となり、市場シェアの40%を占め、韓国の出荷高4億1700万個、市場シェア36.1%を上回りました。アプリケーション別では、携帯電話セグメントが出荷高21億5,100万個で41.8%のシェアを占め、22.2%のノートパソコン、13.6%のタブレット、9.1%のパワーツールセグメントが続いています。タブレットセグメントは爆発的成長が予測され、2018年の出荷高シェアは27%となり、ノートパソコンセグメントの19.7%を上回ると予測されています。

当レポートは、世界のITアプリケーション向けLIB(リチウムイオン電池)市場について調査し、種類、アプリケーション、国、およびメーカー別の出荷高・シェア分析、主要メーカーのLIB事業動向、今後の市場動向・価格予測などを提供しており、概略以下の構成でお届けいたします。

第1章 イントロダクション

第2章 世界のIT LIB(リチウムイオン電池)市場分析

  • 市場シェア分析:LIBメーカー別
  • IT LIB出荷高分析:タイプ別
  • IT LIB出荷高分析:アプリケーション別
  • 市場シェア分析:国別

第3章 IT LIB出荷高分析:メーカー別

  • SAMSUNG SDI:LIBビジネス動向
  • LG CHEM:LIBビジネス動向
  • パナソニック:LIBビジネス動向
  • ソニー:LIBビジネス動向
  • マクセル:LIBビジネス動向
  • ATL:LIBビジネス動向
  • BAK:LIBビジネス動向
  • BYD:LIBビジネス動向
  • LISHEN:LIBビジネス動向
  • COSLIGHT:LIBビジネス動向

第4章 主なIT LIB出荷高分析:アプリケーション別

  • 携帯電話
  • ノートPC
  • タブレット
  • パワーツール
  • DSC

第5章 台湾の主要メーカー4社のサプライチェーン分析

  • SIMPLO
  • DYNAPACK
  • CELXPERT
  • STL TECHNOLOGY

第6章 世界のLIB市場分析・予測

  • 世界のLIB市場分析・予測
  • IT LIB市場分析・予測
  • 世界のIT LIB製造能力・稼働率

第7章 IT LIB出荷高分析:アプリケーション・クライアント別

  • SAMSUNG SDI
  • LG CHEMICAL
  • パナソニック
  • ソニー
  • マクセル
  • ATL
  • BAK
  • BYD
  • LISHEN

第8章 円筒型リチウム2次電池(18650型)の価格分析

  • 価格分析

第9章 図

第10章 表

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目次
Product Code: R112SB2013033

China outstripping Korea in 1Q-2013 Shipments

2012 lithium ion batteries (LiB) shipments in the IT sector totaled 4,922 million cells, up 8.5% compared with 4,525 million cells of 2011. It is expected that LiB shipments will increase by 4.7% compared with 2012, reaching 5,141 million cells in 2013 and reach 7,270 million cells in 2018.

In the first quarter 2013, worldwide LiB shipments in the IT sector totaled 1,153 million cells, up 1.2% from the same period a year ago and down 7.3% compared with the previous quarter - the fourth quarter 2012. Major applications excluding mobile phones, power tools, and camcorders showed declines; especially with an over 15% decrease in laptop sales, the actual shipments were 10% less than 1,278 million cells estimated by SNE Research in 2012.

On a country-by-country basis, China ranked top in shipments in the first quarter of 2013, totaling 462 million cells with a 40% market share, and surpassed Korea, which shipped 417 million cells. Korea ranked No. 2 with a 36.1% market share, followed by Japan with total of 275 million cells, resulting in a 23.8% market share. This suggests that the growth in the Chinese IT market is fueling the growth of the secondary battery industry, although the Korean companies, Samsung SDI and LG Chem (LGC) have maintained the No.1 and 2 ranking in the market share.

Figure 1-1: Global/Korean/Chinese/Japanese IT LiB Shipment Analysis
and Forecasst [2012 1Q ~ 20 013 2Q(E)]

(Source: SNE Research)

Coslight to join China's Top 5

In addition to China's Big 4 companies -ATL, BYD, BAK, LISHEN- Coslight as one of Tier 2 companies shipped 36 million polymer batteries in the first half of 2013 by increasing its supply to global IT companies, such as HP, ASUS, and Lenovo, and to other Chinese IT companies, such as Huawei, ZTE, and CoolPAD. In this report, analysis of 10 companies -five Chinese companies including Coslight (from the first quarter of 2013), two Korean companies, and three Japanese companies- is provided.

As for LiB shipments by type, prismatic battery shipments totaled 462 million, accounting for 40.1%, cylindrical batteries accounted for a 31.8 market share with the total of 366 million cells. Polymer batteries hit 234 million cells with a 28.1% market share.

In the second of 2013, the total LiB shipments are expected to reach 1,250 million cells with an 8.4% increase as the sales of new applications such as mobile phones, tablets, and ultra PCs. Especially, keen competition is expected in the tablet segment.

Estimated Global Demand in IT Sector

In 2012, LiB shipments in the IT sector increased to 4,911 million cells, representing an 8.5% increase compared with 4,525 million cells of 2011. The market is estimated to reach 5,141 million cells with a 4.7% increase compared to 2013, eventually reaching 7,270 million cells in 2018.

By applications, it is forecasted that LiB shipments in the mobile phone segment will total 2,151 million cells, accounting for 41.8%, the notebook segment 22.2%, the tablet segment 13.6%, and the power tool segment 9.1%. Explosive growth is expected in the tablet segment. LiB shipments in the tablet segment are expected to account for 20.1% in 2015, exceeding 19.7% of the notebook segment, 27% in 2018.

As for LiB shipments by type in the 4 major applications -mobile phones, notebooks, tablets, and power tool, 1,728 million prismatic batteries (41.5%) were shipped, 1,483 million cylindrical batteries (35.6%), and 958 million polymer batteries (23.0%) in 2012. Considering the current trend in shipments by type, polymer batteries are expected to increase their portion gradually alongside the rapid growth in the tablet market and product diversification of ultra PCs, hybrid PCs (tablet+notebook), and smart phones; their market share will surpass that of cylindrical batteries in 2013 and expected to reach up to 64.1% by 2018.

Table 7-1-1: IT LiB Shipment Analysis by Application and
Client [2013 1Q] - LISHEN (Unit : Mil Cell)

(Source: SNE Research)

Table of Contents

1. INTRODUCTION

2. GLOBAL IT LIB MARKET ANALYSIS [2012 1Q ~ 2013 2Q(E)]

  • 2.1. MARKET SHARE ANALYSIS BY LIB MANUFACTURER (MAJOR 9 COMPANIES)
    • 2.1.1. IT LIB SHIPMENT ANALYSIS - MAJOR 10 COMPANIES
  • 2.2. IT LIB SHIPMENT ANALYSIS BY TYPE (CYLINDRICAL, PRISMATIC, AND POLYMER)
    • 2.2.1. IT LIB SHIPMENT ANALYSIS - MAJOR 10 COMPANIES
  • 2.3. IT LIB SHIPMENT ANALYSIS BY APPLICATION
    • 2.3.1. IT LIB SHIPMENT ANALYSIS BY APPLICATION (HHP, NBPC, POWER TOOL, TABLET, ETC.)
  • 2.4. MARKET SHARE ANALYSIS BY COUNTRY (KOREA/CHINA/JAPAN)
    • 2.4.1. IT LIB SHIPMENT ANALYSIS BY COUNTRY (KOREA/CHINA/JAPAN)

3. IT LIB SHIPMENT ANALYSIS BY MANUFACTURER [2012 1Q ~ 2013 1Q]

  • 3.1. SAMSUNG SDI- LIB BUSINESS TREND
    • 3.1.1. LIB SHIPMENT ANALYSIS BY APPLICATION
    • 3.1.2. LIB SHIPMENT ANALYSIS BY TYPE
    • 3.1.3. LIB SHIPMENT ANALYSIS BY CLIENT
  • 3.2. LG CHEM- LIB BUSINESS TREND
    • 3.2.1. LIB SHIPMENT ANALYSIS BY APPLICATION
    • 3.2.2. LIB SHIPMENT ANALYSIS BYTYPE
    • 3.2.3. LIB SHIPMENT ANALYSIS BY CLIENT
  • 3.3. PANASONIC- LIB BUSINESS TREND
    • 3.3.1. LIB SHIPMENT ANALYSIS BY APPLICATION
    • 3.3.2. LIB SHIPMENT ANALYSIS BY CLIENT
    • 3.3.3. LIB SHIPMENT ANALYSIS BY CLIENT
  • 3.4. SONY- LIB BUSINESS TREND
    • 3.4.1. LIB SHIPMENT ANALYSIS BY APPLICATION
    • 3.4.2. LIB SHIPMENT ANALYSIS BY TYPE
    • 3.4.3. LIB SHIPMENT ANALYSIS BY CLIENT
  • 3.5. MAXELL- LIB BUSINESS TREND
    • 3.5.1. LIB SHIPMENT ANALYSIS BY APPLICATION
    • 3.5.2. LIB SHIPMENT ANALYSIS BY TYPE
    • 3.5.3. LIB SHIPMENT ANALYSIS BY CLIENT
  • 3.6. ATL- LIB BUSINESS TREND
    • 3.6.1. LIB SHIPMENT ANALYSIS BY APPLICATION
    • 3.6.2. LIB SHIPMENT ANALYSIS BY TYPE
    • 3.6.3. LIB SHIPMENT ANALYSIS BY CLIENT
  • 3.7. BAK- LIB BUSINESS TREND
    • 3.7.1. LIB SHIPMENT ANALYSIS BY APPLICATION
    • 3.7.2. LIB SHIPMENT ANALYSIS BY TYPE
    • 3.7.3. LIB SHIPMENT ANALYSIS BY CLIENT
  • 3.8. BYD- LIB BUSINESS TREND
    • 3.8.1. LIB SHIPMENT ANALYSIS BY APPLICATION
    • 3.8.2. LIB SHIPMENT ANALYSIS BY TYPE
    • 3.8.3. LIB SHIPMENT ANALYSIS BY CLIENT
  • 3.9. LISHEN- LIB BUSINESS TREND
    • 3.9.1. LIB SHIPMENT ANALYSIS BY APPLICATION
    • 3.9.2. LIB SHIPMENT ANALYSIS BY TYPE
    • 3.9.3. LIB SHIPMENT ANALYSIS BY CLIENT
  • 3.10. COSLIGHT- LIB BUSINESS TREND
    • 3.10.1. LIB SHIPMENT ANALYSIS BY APPLICATION
    • 3.10.2. LIB SHIPMENT ANALYSIS BY TYPE
    • 3.10.3. LIB SHIPMENT ANALYSIS BY CLIENT

4. MAJOR IT LIB SHIPMENT ANALYSIS BY APPLICATION [2012 1Q ~ 2013 1Q]

  • 4.1. MOBILE PHONE
    • 4.1.1. LIB SHIPMENT ANALYSIS BY MANUFACTURER
    • 4.1.2. LIB PURCHASE ANALYSIS BY CLIENT
  • 4.2. NOTEBOOK
    • 4.2.1. LIB SHIPMENT ANALYSIS BY MANUFACTURER
    • 4.2.2. LIB PURCHASE ANALYSIS BY CLIENT
  • 4.3. TABLET
    • 4.3.1. LIB SHIPMENT ANALYSIS BY MANUFACTURER
    • 4.3.2. LIB PURCHASE ANALYSIS BY CLIENT
  • 4.4. POWER TOOL
    • 4.4.1. LIB SHIPMENT ANALYSIS BY MANUFACTURER
    • 4.4.2. LIB PURCHASE ANALYSIS BY CLIENT
  • 4.5. DSC
    • 4.5.1. LIB SHIPMENT ANALYSIS BY MANUFACTURER
    • 4.5.2. LIB PURCHASE ANALYSIS BY CLIENT

5. TAIWAN'S TOP 4 PACKER SUPPLY CHAIN ANALYSIS

  • 5.1. SIMPLO
    • 5.1.1. LIB PURCHASE ANALYSIS BY MANUFACTURER
    • 5.1.2. PACK SHIPMENT ANALYSIS BY CLIENT
  • 5.2. DYNAPACK
    • 5.2.1. LIB PURCHASE ANALYSIS BY MANUFACTURER
    • 5.2.2. PACK SHIPMENT ANALYSIS BY CLIENT
  • 5.3. CELXPERT
    • 5.3.1. LIB PURCHASE ANALYSIS BY MANUFACTURER
    • 5.3.2. PACK SHIPMENT ANALYSIS BY CLIENT
  • 5.4. STL TECHNOLOGY
    • 5.4.1. LIB PURCHASE ANALYSIS BY MANUFACTURER
    • 5.4.2. PACK SHIPMENT ANALYSIS BY CLIENT

6. GLOBAL LIB MARKET ANALYSIS AND FORECAST [2011 ~ 2018F]

  • 6.1. GLOBAL LIB MARKET ANALYSIS AND FORECAST
  • 6.2. IT LIB MARKET ANALYSIS AND FORECAST
  • 6.3. GLOBAL IT LIB MANUFACTURING CAPACITY AND UTILIZATION RATE [2011 ~ 2016F]

7. IT LIB SHIPMENT ANALYSIS BY APPLICATION AND CLIENT [2012 1Q ~ 4Q]

  • 7.1. SAMSUNG SDI
  • 7.2. LG CHEMICAL
  • 7.3. PANASONIC
  • 7.4. SONY
  • 7.5. MAXELL
  • 7.6. ATL
  • 7.7. BAK
  • 7.8. BYD
  • 7.9. LISHEN

8. CYLINDRICAL 18650 LITHIUM SECONDARY BATTERY PRICE ANALYSIS

  • 8.1. CYLINDRICAL 18650 LITHIUM SECONDARY BATTERY PRICE ANALYSIS

9. FIGURE

10. TABLE

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