In 2012, the capacity of global lithium battery market was 33.5GWH with the growth rate of 30%; of which, the consumer electronics accounted for 88%, electric vehicles accounted for 11%, and energy storage and UPS accounted for 1%. The growth rate of consumer electronics was 23%, which was relatively stable.
In 2012, due to the rapid development of smart phones and tablet PCs, the output of global lithium-ion battery industry increased by about 8% over 2011, and reached 5.724 billion units. Of which, the output of consumer electronics lithium battery was 5.03 billion units. In 2012, the output of China-made lithium-ion battery (including the output of Japanese and South Korean enterprises in China) reached 2.5 billion units, increased by 10% year-on-year. Of which, the output of consumer electronics lithium battery was 1.93 billion units.
Huidian Research believes that in the next five years, the traditional small lithium-ion battery will show steady growth trend driven by the development of tablet PCs and ultrabooks; power battery and energy storage battery will become new growth points in the lithium-ion battery industry.
It is estimated that by 2017, the scale of Chins’ lithium battery market will reach CNY 197.58 billion, and the compound growth rate is expected to reach over 30%; of which, the scale of consumer electronics lithium battery market will reach CNY 138.3 billion.
1. Introduction of Lithium Battery
1.1 Definition and Characteristics
1.1.1 Definition
1.1.2 Characteristics
1.2 Industrial Chain
2. Status Quo of Foreign Consumer Electronics Industry
2.1 The United States
2.2 Japan
2.3 South Korea
3. Environment of China’s Consumer Electronics Lithium Battery Industry
3.1 Economic Development Environment
3.1.1 Macro-economy
3.1.2 GDP
3.1.3 Investment in the Fixed Assets
3.1.4 Total Import and Export Amount and Growth Rate
3.2 Industrial Related Policies
3.2.1 Macroeconomic Policy
3.2.2 Relevant Policy in Lithium Battery Industry
4. Status Quo of Consumer Electronics Lithium Battery Industry
4.1 Global Status
4.2 Market Operation Status
4.2.1 Development Status
4.2.2 Existing Problems in the Development
4.3 Supply Relationship between Lithium Battery Manufacturers and Consumer Electronics Manufacturers
5. Operation Status of Consumer Electronics Market
5.1 Status Quo and Development Trend of Mobile Phone Market
5.1.1 Global Status
5.1.2 Status in China
5.1.3 Development Trend
5.2 Status Quo of Computer Market
5.2.1 Laptop
5.2.2 Battery for Tablet Personal Computer and Ultrabook
6. Economic Operation of Lithium Battery Industry
6.1 Production and Sales
6.1.1 Cost
6.1.2 Investment and Profit
6.2 Industry Scale
7. Overview of Material Development in Lithium Battery Industry
7.1Anode
7.1.1 Brief Introduction
7.1.2 Development Trend
7.1.3 Status Quo in China
7.1.4 Global Market Pattern
7.2 Cathode
7.2.1 Brief Introduction
7.2.2 Global Industry Structure
7.2.3 Competitive Landscape of Domestic Enterprises
7.3 Separator
7.3.1 Brief Introduction
7.3.2 Supply Relationship between Global Lithium Battery Separator Enterprises and Downstream Clients
7.3.3 Market Pattern of Domestic Enterprises
7.4 Electrolyte
7.4.1 Brief Introduction
7.4.2 LiPF6 (lithium hexafluorophate)
7.4.3 Global Industry Structure
7.4.4 Supply Relationship between Battery Electrolyte Enterprises and Downstream Battery Enterprises
8. Key Enterprises in Consumer Electronics Lithium Battery Industry
8.1 Sunwoda Electronics Co., Ltd.
8.1.1 Company Profile
8.1.2 Operation State
8.1.3 Competitiveness
8.2 Shenzhen Desay Battery Technology Co., Ltd.
8.2.1 Company Profile
8.2.2 Operation State
8.2.3 Competitiveness
8.3 Tianjin Lishen Battery Joint-Stock Co., Ltd.
8.3.1 Company Profile
8.3.2 Operation State
8.3.3 Competitiveness
8.4 Amperex Technology Limited
8.4.1 Company Profile
8.4.2 Operation State
8.4.3 Competitiveness
8.5 BYD
8.5.1 Company Profile
8.5.2 Operation State
8.5.3 Competitiveness
9. Technological Development of Consumer Electronics Lithium Battery Industry
9.1 Technological Gap between China and Foreign Countries
9.2 Strategies for the Technological Improvement
10. Development Forecast of China’s Consumer Electronics Lithium Battery Industry
10.1 Forecast of Industry Development
10.2 Forecast of Market Development Trend
10.2.1 Regional Development Trend
10.2.2 Technology Trend
11. Investment Suggestion from Excerpts
11.1 Competition Status
11.2 Countermeasure of Lithium Battery Enterprises
