市場調査レポート

世界におけるITアプリケーション向けLIB市場の状況と予測

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

発行 SNE Research 商品コード 291083
出版日 ページ情報 英文 110 Pages
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世界におけるITアプリケーション向けLIB市場の状況と予測 2013 Yearly Total Global LIB Market Status and Forecast for IT Application
出版日: 2014年01月02日 ページ情報: 英文 110 Pages
概要

LIB(リチウムイオン電池)の総出荷高は、2012年の49億1,100万台から増加し2013年には50億5,400万台に達しました。前年比成長率は2012年の8.5%から2013年は2.9%へと減速しました。成長が減速した理由として、スマートフォン市場の飽和が2013年に始まったことが挙げられます。

当レポートでは、世界のITアプリケーション向けLIB市場について調査し、企業・デバイスタイプ別のLIB出荷高、価格動向、および台湾の主要企業の状況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 序文

第2章 世界のLIB市況・予測

  • 世界のLIB市況・予測
  • 世界のLIB市況・予測:ITアプリケーション向け

第3章 LIB供給状況:アプリケーション・顧客別

  • SDI
  • LG Chemical
  • パナソニック
  • ソニー
  • Maxell
  • ATL
  • BAK
  • BYD
  • LISHEN
  • COSLIGHT

第4章 LIB供給状況:アプリケーション別

  • LIB供給状況:アプリケーション・タイプ別
  • 携帯電話
  • ノートパソコン
  • パワーツール
  • タブレット
  • DSC

第5章 台湾の4大企業

  • SIMPLO
  • DYNAPACK
  • CELXPERT
  • STL Technology

第6章 シリンダー形18650 LIB価格状況

目次
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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