XXXX锂电池行业发展分析

Click to edit Master title style,Click to edit Master text styles,Second level,Third level,Fourth level,Fifth level,*,*,按一下以編輯母片,第二層,第三層,第四層,第五層,*|PAGE,*,EnergyTrend:2010,锂电池行业发展,按一下以編輯母片標題樣式,ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.,Company Profile and,Service Snapshot,ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.,2010,锂电池行业发展,Industries,covered,DRAM,Flash No.1 Worldwide,LCD Top-tier,LED No.1 Worldwide,Green Energy,Vertical Industry Service Provider,Market Research,Media,B2B,Customers,Top-tier,Companies,in the Industry,Investment Banks,Fund,Management Firms,Business Model&Scope,Our Research Category,Market Intelligence,(DRAM,Flash),(LCD Panel),(LED),(PV,EV/Battery),EnergyTrend Market Intelligent Service,EnergyTrend,Market Intelligence Service,Standard Price:USD,3,000,Silver Member Service-PV,Above USD 12,000,Customized Report Service,Standard Price:USD,3,000,Silver Member Service-EV/Battery,Silver Member Service-EV/Battery,Standard Price:3,000 USD,Update Frequency:Quarterly,Report format:PPT,Quarterly Price Information(EXCEL),Material,Cell,Pack,Quarterly Market Trend (PPT),xEVs Market Overview and Forecast,Battery Market Overview and Forecast,Energy Trend Web Promotion,News Release,锂电池市场现况,消费型商品与能源型商品应用,锂电池商品分析,成本结构,价格趋势,经营策略,供应链与经营策略,市场趋动力,趋动力分析,台湾锂电产业现况,纲要,锂电池市场现况,消费,性,商品与能源,性,商品应用,锂电池商品分析,成本结构,价格趋势,经营策略,供应链与经营策略,市场趋动力,趋动力分析,台湾锂电产业现况,锂电池随着消费性产品应用逐年成长,Source:EnergyTrend,Market,Product,Strategy,Policy,Ni-Cd:,Due to pollution problems,the use of Ni-Cd batteries limits to the medical and military areas,NiMH:,Much use in automatic area,but less in consumer products,LIB:,Have been stably growing with the demand of consumer applications,Market,Product,Strategy,Policy,Source:EnergyTrend 2010.07,Consumer product:,increases stably,including NB,mobile etc.,Power product:,rises dramatically in the PS,automatic markets due to increasing the energy conservation business,锂电池随着,能源,性产品应用逐年成长,在纯电动车推出前,油电混合车在电动车市场仍为主流,Note:PEV includes a variety of rechargeable xEVs,mainly concentrated on PHEV and BEV,Vehicle type,Market penetrate,2010,2015,2020,HEV,(Parity),PEV,(Charging Convenience),HEV:60%,PEV:5%,HEV:1.5%,PEV:0%,HEV:80%,PEV:20%,Different challenges have influence the vehicle market,and so does the xEVs type.,Battery demand depends on the mainstream of vehicle.,Hybrid will keep cost down to penetrate more than subsidy market.,Source:EnergyTrend,锂电池与电动车发展趋势,With lower battery system technology of threshold,HEV,will be the mainstream of xEXs,Market,Product,Strategy,Policy,Source:EnergyTrend 2010.07,NB,电池电池占锂电池总数量位居首要,Market,Product,Strategy,Policy,Source:EnergyTrend 2010.07,Mobile:,use single cell;have low technical barrier;produce in China,NB:,use 612 cells,have consistent quality of cell;produce in Japan and Korea,韩国电池产业版图逐渐扩展,Market,Product,Strategy,Policy,Source:EnergyTrend 2010.07,Reasons for Rising Shipment of Korean Batteries,Human Resource:draw talented professional,Price:,balance between price and quality,Marketing:,increase the chance of adopting system plants by packaging,锂电池市场现况,消费,性,商品与能源,性,商品应用,锂电池商品分析,成本结构,价格趋势,经营策略,供应链与经营策略,市场趋动力,趋动力分析,台湾锂电产业现况,市场变化,第三季展望,-,疑虑之中仍有期待,Source:EnergyTrend 2010.07,Market,Product,Strategy,Policy,Perhaps materials are sufficient,the supply and demand completely depend on the Q3 outlook.EnergyTrend estimated that the battery business growth is less than 5%,Win7 is used in companies and schools,Lack of labors in Q1 and the European debt crisis,in,Q2 result in weak demand in Q3.EnergyTrend forecasted that the business in Q3 improved after mid August.,台湾锂电池,(NB),成本分布与供应链,註,.,以六顆電池芯,(2.2Ah),為例,整體電池材料成本約,$15.3,美元,三洋、新力、松下,、樂金、三星,Price:,$9.610.8,TI,、,Renesas,、,Maxim,Price:,$1.51.8,金像、佳鼎、,東穎、美麗基,Price:$2.2,谷崧、泰永、,英濟、日新,Price:,$0.81.2,Market,Product,Strategy,Policy,Source:EnergyTrend,Cell is still the key component in supply chain.The cell supply mainly supports production capacity of battery module plants.,产品变化,市场需求疲软驱使价格战第二季价格战延续,Market,Product,Strategy,Policy,Source:EnergyTrend,2010.07,Due to decreasing price,2.2Ah is still the main product,2.6Ah will be affected by the dropping price of 2.8Ah and create crowding-out effect,3.0Ah is going to be produced,and it is expected to increase market share,产品变化,薄型电池芯与薄型电池塑料比较,电池芯,电池组装,价格,(,六颗电池芯,+,外壳,),$1.7 X 6+1,18650,(2.2 Ah),一般塑料外壳,(0.8 mm),16650,(2.2 Ah),一般塑料外壳,(0.8 mm),$2.2X 6+1,优势,具成本竞争性,具创新议题性,$1.7 X 6+2,18650,(2.2 Ah),薄型塑料外壳,(0.5 mm),兼具成本与性能,IMF,housing,New type Cell,Market,Product,Strategy,Policy,Source:EnergyTrend,Thin film products brings a new issue in the market,动力锂电池应用领域广泛,Power type,Energy type,LEV,power tool,2002kW,City car,Golf car,110kW,Hybrid vehicle,10kW,PV,wind,1kW,UPS,20kW,Market,Product,Strategy,Policy,Source:EnergyTrend,Price,System Integration,Factors of,Li Battery,Development,Products Life Time,Charging Facilities,成本比例因类型而差异性大,Source:EnergyTrend,Market,Product,Strategy,Policy,Energy Storage Battery:development mainly depends on energy density since unit cost.The cos