2010-2011年全球及中国锂电池行业调研分析报告

　　【报告名称】：2010-2011年全球及中国锂电池(锂电池行业前景调研)行业调研分析报告

　　【完成日期】：2011年9月

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　　【报告介绍】：

　　Abstract

　　In 2010, the global shipments of lithium batteries registered some 3.902 billion units, up 27.4% compared with that in 2010. The figure is estimated to reach approximately 4.448 billion units in 2011, up 14% over 2010.

　　In 2010, Panasonic restructured Sanyo's battery business and merged it with Panasonic’s battery business into Panasonic Energy Device Corporation. In FY 2011, the company achieved revenue of JPY 760 billion (about USD 8.66 billion), with operating margin of 1.6%. The revenue from lithium battery reached JPY 298 billion, ranking first in the world.

　　Shipments of Global Key Lithium Battery Manufacturers, 2005-

　　(million units)

　　2011E

　　SANYO

　　SONY

　　PANASONIC

　　HITACHI MAXELL

　　SGS

　　NEC

　　SAMSUNG SDI

　　LGC

　　BYD

　　LISHEN

　　ATL(TDK)

　　BAK

　　E-ONE

　　A

　　OTHERS

　　POUCH OTHERS

　　TOTAL

　　After years of rapid growth, China’s lithium battery enterprises are showing signs of sluggishness. The leading enterprise BYD slid both in its revenue and sales volume, with automobiles and mobile phones occupying more resources of BYD, while the growth rate of Lishen and BAK slows down compared with that before 2010. Lithium battery enterprises fail to attract more capital as well as talents due to low ROI. Moreover, the implementation of tight monetary policy for a long period undermines the competitiveness of enterprises.

　　On the contrary, Korean enterprises continue to advance triumphantly, especially Samsung SDI which dominates the mobile phone field. In terms of shipments, Samsung SDI ranks first and continues to grow rapidly in 2011, and its shipment is estimated to grow 34%. LG Chem also keeps sound development trend. On the one hand, LG Chem breaks out of the encirclement of Japanese manufacturers and enters the battery supply chain for HP laptops; on the other hand, LG Chem has obtained recognition from GM, FORD, BMW, BENZ, and VOLVO in lithium batteries for automotive application.

　　Mobile phones and laptops still provide the big market for lithium battery, while lithium battery for vehicles witnesses slow growth. EV and HEV/PHEV manufacturers are mainly dependent on government subsidies for their low price-performance ratio. But the American and European economies intend to reduce expenditure, so the government subsidy is likely to be canceled or reduced. In the next three to five years, it is impossible to bring down the price of EV and HEV, so the market will still be sluggish.

　　The upstream fields of lithium battery continue their fervent development but with slight change.

　　In the field of anode materials, Nichia and UMICORE scramble for supremacy, together making up over 50% of the market share. As for Chinese enterprises, compared with that in 2010, they experienced slight rise in shipment but sharp slide in profit. The most representative example is Easpring whose main business declined 14.2% YoY and operating income fell 88.2% YoY in H1 2011.

　　LiFePO4, the hottest topic in H1 2010, almost vanishes in a flash. The LiFePO4 enterprises or institutions once spatting with each other have made peace. The patent holders, namely CNRS, Universite de Montreal, Hydro-Quebec, LFP Technology, Dr. John Goodenough, Dr. Michel Armand, and Phostech Lithium have reached an agreement on the establishment of Swiss Muttenz LiFePO4+C Licensing AG to promote LiFePO4 technology.

　　The LiFePO4 cannot be found in any mass-production automobile models. LiFePO4 fails to solve the problems of consistency, service lifetime as well as safety, while LiNiO2 or NMC/NAC will enjoy bright market prospects in the future. A123 System, a leading manufacturer of LiFePO4, continues to suffer losses, and the loss rate is still on the rise. In H1 2011, the company made a loss of USD 33 million, with the loss rate being as six times as that in H1 2010.

　　In the cathode field, Hitachi Chemical and Nippon Carbon account for more than 50% of the market share. In the area of separator, ASAHI KASEI, CELGARD, TONEN are the three biggest magnates, together making up 77% of the market share. In the electrolyte field, Cheil Industries under Samsung continues to stand first, followed by UBE.

　　Contents

　　1 Overview of Lithium Battery Industry

　　1.1 Global Market Size

　　1.2 Geographical Pattern

　　1.3 China’s Export of Li-ion Battery

　　1.4 Global Ranking

　　1.5 Industry Chain

　　1.5.1 Cost Structure

　　1.5.2 Industry Chain

　　1.5.3 Lithium Carbonate

　　2 Lithium Battery Market

　　2.1 Mobile Phone

　　2.2 Smart Phone

　　2.3 Market Share of Mobile Phone Battery

　　2.4 Laptop

　　2.5 Automobile Application

　　2.5.1 Positive Electrode Material of Lithium Battery for Automobile

　　2.5.2 EV and HEV

　　2.5.3 Power Lithium Battery for Automobile

　　2.5.4 Supply Relationship between Lithium Battery Manufacturers and Automakers

　　2.5.5 Chinese Policies Concerning New Energy Automobile

　　3 Positive Electrode of Lithium Battery

　　3.1 Introduction

　　3.2 LiFePO4 Is Not the Mainstream Positive Material of Lithium Battery for Automobile

　　3.3 Market Trends

　　3.4 Global Industry Structure

　　3.5 Industry Structure in China

　　3.6 Manufacturers

　　3.6.1 Umicore

　　3.6.2 SHANSHAN

　　3.6.3 Easpring

　　3.6.4 Hunan Reshine New Material

　　3.6.5 Ningbo Jinhe New Material

　　3.6.6 Citic Guoan Mengguli (CITIC GUOAN MGL) New Energy Technology

　　3.6.7 Tianjin BM Science and Technology

　　3.6.8 Pulead Technology Industry

　　3.6.9 ShenZhen TianJiao Technology Development

　　3.6.10 Nichia

　　3.6.11 LF

　　3.6.12 TODA KOGYO

　　3.6.12 Tanaka-chem

　　3.6.13 Tianjin STL Energy Technology

　　3.6.14 Yunnan Huilong

　　3.6.15 Phostech Lithium

　　4 Negative Electrode of Lithium Battery

　　4.1 Introduction

　　4.2 Global Industry Structure

　　4.3 Industry Structure in China

　　4.4 Manufacturers

　　4.4.1 Shenzhen BTR Electronic Material

　　4.4.2 Morgan Hairong New Material

　　4.4.3 Hitachi Chemical

　　5 Lithium Battery Separator

　　5.1 Introduction

　　5.2 Separator Material Market

　　5.3 Global Industry Structure

　　5.4 Manufacturers

　　5.4.1 Asahi Kasei

　　5.4.2 TONEN

　　5.4.3 Celgard

　　5.4.4 Shenzhen Senior Technology Material

　　5.4.5 Foshan Jinhui Hi-Tech

　　5.4.6 Xinxiang Green New Energy

　　5.4.7 ENTEK

　　5.4.8 SK Energy

　　6Lithium Battery Electrolyte

　　6.1 Introduction

　　6.2 LiPF

　　6.3 Industry Structure

　　6.4 Industry Structure in China

　　6.5 Manufacturers

　　6.5.1 CAPCHEM

　　6.5.2 Zhangjiagang Guotaihuarong Chemical

　　6.5.3 Cheil Industries

　　6.5.4 UBE

　　6.5.5 Mitsubishi Chemical

　　7 Power Lithium Battery Manufacturers

　　7.1 Ener

　　7.2 SB LiMotive

　　7.3 PEV

　　7.4 Lithium Energy Japan

　　7.5 Blue Energy

　　7.6 CPI

　　7.7 Saft

　　7.8 Hitachi Vehicle Energy

　　7.9 A

　　7.10 ASEC

　　8 Traditional Lithium Battery Manufacturers

　　8.1 BAK

　　8.2 BYD

　　8.3 SUCD

　　8.4 Tianjin Lishen

　　8.5 Sanyo

　　8.6 Panasonic

　　8.7 ATL

　　8.8 Sony

　　8.9 Samsung SDI

　　8.9.1 Tianjin Samsung SDI

　　8.10 LG Chemical

　　8.11 Simplo

　　8.12 Dynapack

　　Selected Charts

　　Global Shipment of Lithium Battery, 2005-

　　Global Lithium Battery Market Size, 2005-

　　Global Lithium Battery Industry by Region (by Value), 2005-

　　Shipment of Major Lithium Battery Manufacturers Worldwide, 2005-

　　Lithium Battery Industry Chain

　　Supply of Lithium Ore by Region, Worldwide

　　Global Presence of Lithium Ore Manufacturers

　　Global Shipment of Mobile Phones, 2007-

　　Quarterly Global Shipment of Mobile Phones and Annual Growth Margin, Q1 2008-Q

　　Quarterly Shipment of CDMA and WCDMA Mobile Phones, 2007-

　　Market Shares of Main Smart Phone Manufacturers Worldwide, Q

　　Market Shares of Smart Phone OS, 2009-

　　Smart Phone Shipment of World’s Major Mobile Phone Manufacturers

　　Market Shares of Major Mobile Phone Battery Manufacturers,

　　Market Shares of Major Mobile Phone Battery Manufacturers,

　　Sales Volume of Desktop PCs and Servers Worldwide, Q1 2010-Q

　　Sales Volume of Laptops and Tablet Computers Worldwide, Q1 2010-Q

　　Global Output of Electric Vehicles and Hybrid Electric Vehicles, 2010-

　　Global Output of Lithium Battery for EV and HEV, 2010-

　　Global Demand of Lithium Battery (by Type) for EV and HEV

　　EV and HEV Output in China, 2009-

　　Global Shipment of Positive Electrode Materials for Lithium Battery, 2005-

　　Global Shipment of Positive Electrode Materials for Lithium Battery (by Technology), 2009-

　　Global Shipment of Positive Electrode Materials for Non-Power Lithium Battery (by Technology), 2009-

　　Global Shipment of Positive Electrode Materials for Power Lithium Battery (by Technology), 2009-

　　Market Shares of Major Manufacturers of Positive Electrode Material for Lithium Battery,

　　Market Shares of Major Manufacturers of Positive Electrode Material for Lithium Battery,

　　Global Shipment of Positive Electrode Materials for Lithium Battery (by Type),

　　Supply Relationship between LiCoO2 Manufacturers and Battery Manufacturers

　　Organization Structure of Umicore

　　Umicore’s Revenue and EBIT Ratio

　　Umicore’s Energy Material Revenue and EBIT

　　Umicore’s Battery Material Bases

　　Organization Structure of Umicore in Greater China

　　Presence of Umicore in China

　　Revenue by Product of Umicore in Greater China

　　Revenue and Gross Margin of Shanshan, 2007-

　　Revenue by Product of Shanshan, 2007-

　　Sales Volume by Product of Shanshan, 2007-

　　Organization of Easpring

　　Customers of Easpring, 2007-

　　Cost Structure of Easpring,

　　Revenue and Gross Margin of Easpring, 2007-

　　Revenue and Operating Margin of Nichia’s Lithium Battery Materials Division, 2007-

　　Revenue and Operating Income of LF, 2006-

　　LF’s Revenue and Proportion of Battery Material Revenue, 2006-

　　Revenue and Operating Income of TODA KOGYO, FY2006-FY

　　Global Presence of Battery Material Production Bases of TODA KOGYO

　　Revenue and Operating Income of Tanaka-chem, FY2006-FY

　　Product Shipment of Tanaka-chem, FY2009-FY

　　Revenue of Tanaka-chem by Application, FY2009-FY

　　Customers of Phostech Lithium

　　Global Shipment of Negative Electrode Material for Lithium Battery by Type,

　　Supply Relationship between Lithium Battery Negative Electrode Manufacturers and Battery Manufacturers

　　Market Shares of Key Negative Electrode Material Manufacturers,

　　Market Shares of Key Negative Electrode Material Manufacturers,

　　Revenue and Operating Margin of Hitachi Chemical, FY2004-FY

　　Revenue of Hitachi Chemical by Sector, FY2004-FY

　　Global Output Value of Lithium Battery Separator, 2009-

　　Global Demand for Lithium Battery Separator, 2009-

　　Market Shares of Major Lithium Battery Separator Material Manufacturers,

　　Market Shares of Major Lithium Battery Separator Material Manufacturers,

　　Main Customers of Major Lithium Battery Separator Material Manufacturers,

　　Revenue and Operating Income of Asahi Kasei, FY2005-FY

　　Revenue of Asahi Kasei by Product, FY2009-FY

　　Operating Income of Asahi Kasei by Product, FY2009-FY

　　Organization Structure of Electronic Material Divisions of Asahi Kasei

　　Revenue and Operating Margin of Polypore, 2005-

　　Revenue of Polypore by Product, 2005-

　　Capacity and Growth Rate of Lithium Hexafluorophosphate(LiPF6) of Morita

　　Market Shares of Main Lithium Battery Electrolyte Manufacturers,

　　Market Shares of Main Lithium Battery Electrolyte Manufacturers,

　　Capacity of Main Lithium Battery Electrolyte Manufacturers,

　　Revenue of Capchem, 2007- H

　　Net Income of Capchem, 2007- H

　　Revenue of Jiangsu Guotai by Business, 2009-

　　Operating Income of Jiangsu Guotai by Business, 2009-

　　Sales and Revenue of Guotaihuarong, 2008-

　　Revenue and Operating Margin of Cheil Industries, 2007-

　　Revenue of CHIEL by Sector, Q2 2009- Q

　　Operating Income of CHIEL by Sector, Q2 2009- Q

　　Revenue of UBE by Sector, FY2007-FY

　　Operating Income of UBE by Sector, FY2007-FY

　　Revenue and Operating Income of Ener1, 2005-

　　Product Usage Examples of PEVE

　　Revenue and EBITDA of SAFT, 2004-

　　Revenue of SAFT by Application,

　　Revenue of SAFT by Technology,

　　Revenue and Gross Profit of A123 Systems, 2006-

　　Revenue of A123 Systems by Region, 2007-

　　Revenue of A123 Systems by Application, 2007-

　　Global Distribution of A123 Systems Offices

　　Battery Application Examples of A

　　History of BAK Battery

　　Revenue and Operating Margin of BAK Battery, FY2003-FY

　　Revenue and Gross Margin of BAK Battery, Q2 FY2009- Q3 FY

　　Revenue of BAK Battery by Product, FY2004-FY

　　Revenue of BAK Battery by Region, FY2004-FY

　　Major Customers of BAK Battery

　　Revenue of BAK Battery by Application, Q3 FY

　　Capacity Utilization of BAK Battery, Jan. 2009- Dec

　　Revenue and Operating Margin of BYD, 2004-

　　Revenue of BYD by Product, 2005-

　　Average Sales Price of BYD Batteries, 2006-

　　Shipment of BYD Batteries, 2006-

　　Revenue and Before-tax Profit Margin of Scud, 2003-

　　Revenue of Scud by Product,

　　Revenue of Scud by Product,

　　Sales Volume of Scud Batteries, 2005-

　　Revenue and Shipment of Lishen, 2004-

　　Revenue and Operating Margin of Lishen, 2004-

　　Revenue and Operating Margin of Samsung SDI, 2003-

　　Revenue and Operating Margin of Battery Business of Samsung SDI, 2007-

　　Shipment and Average Selling Price of Samsung SDI Batteries, 2005-

　　Revenue and Operating Income of Tianjin Samsung SDI, 2004-

　　Revenue and EBITDA of LG Chem, 2004-

　　Revenue from Battery Business of LG Chem, Q1 2009-Q

　　Revenue and Gross Margin of Simplo, 2000-

　　Shipment and Global Market Share Forecast of Simplo Laptop Batteries, 1999-

　　Shipment and Average Price Forecast of Simplo Laptop Batteries, 2001-

　　Revenue of Simplo, May 2009- May

　　Market Shares of Major Laptop Battery Module Manufacturers Worldwide,

　　Revenue and Gross Margin of Dynapack, 2002-

　　Revenue of Dynapack, May 2009- May

　　Export Volume Value of China’s Li-ion Batteries, 2007-

　　Export Values of Key Li-ion Battery Manufacturers in China, 2007-

　　Top Ten Importers of China’s Li-ion Battery,

　　Ranking of Main Lithium Battery Manufacturers Worldwide by Revenue, 2009-

　　Supply Relationship Between Mobile Phone Manufacturers and Battery Providers

　　Ranking of Global Positive Electrode Manufacturers by Revenue, 2010-

　　Ranking of Positive Electrode Manufacturers in China by Revenue, 2010-

　　Suppliers of LiFePO4 in China,

　　Revenue of Tianjin B M Science and Technology by Product, 2007-

　　Capacity and Output of Tianjin B M Science and Technology, 2007-

　　Sales Volume of Tianjin B M Science and Technology, 2007-

　　Top 5 Customers of Tianjin B M Science and Technology,

　　Top 5 Suppliers of Tianjin B M Science and Technology, 2007-

　　Revenue from Positive Electrode Materials of TODA KOGYO, FY2006-FY

　　Financial Data of Shenzhen BTR Electronic Material, 2008-

　　Product Parameters of Lithium Battery of PEVE

　　Revenue of BYD Batteries by Product, 2008-

　　Capacity, Output, Sales and ASP of BYD’s Battery Business, 2008-

　　Revenue and Operating Income of Sanyo Energy (Beijing) Co., 2004-

　　Revenue and Operating Income of Sanyo Energy (Suzhou) Co., 2004-

　　Revenue and Operating Income of Panasonic Energy (Wuxi) Co., 2004-