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Published by: AVICENNE Developpement
Published: Sep. 1, 2007 - 230 Pages
Table of Contents
- Key issues
- Methodology
- Comparison with other consultants
PART 1: The Rechargeable Battery Market in 2006
1995 - 2006 rechargeable battery market
Worldwide rechargeable Battery Sales by Chemistry, Units (M cells), 1995 - 2006
Worldwide Rechargeable Battery Market by chemistry, M$, 1995-2006
NiCd, NiMH, Li-ion and Lithium Polymer main characteristics
NiCd, NiMH, Li-ion main characteristics
NiCd, NiMH & Li-ion product performances : Wh/kg & Wh/l
Advantages of each battery technology
3. Battery suppliers’ market shares in 2006
Japanese, Chinese & Korean market share, in value, 2006
Market share in value & growth 2005/2006 for Japan, China & Korean Battery Industry
NiCd Battery: Market share in 2006 in volume & value worldwide
NiMH Battery: Market share in 2006 in volume & value worldwide
Li-ion & Polymer Battery: Market share in 2006 in volume & value worldwide
Li-ion cylindrical: Market share in 2006 in volume & value worldwide
Li-ion Prismatic & Pol: Market share in 2006 in volume & value worldwide
Market share in value, growth 2005-2006 & market value for NiCd, NiMH & Li-ion business
Major Li-ion manufacturers quarterly production 2001-2006: Sony, Sanyo, MBI, Sanyo GS, NEC, Maxell, BYD, LG Chem, SDI, Lishen
Major Li—ion manufacturers quarterly production 2001-2006: Sony, Sanyo, MBI, Sanyo GS, NEC, Maxell, BYD, LG Chem, SDI, Lishen
Li—ion manufacturers yearly production (M cells / year) for Li-ion Cylindrical, Li-ion Prismatic & Lithium Polymer: Sony, Sanyo, MBI, Sanyo GS, NEC, Maxell, BYD, LG Chem, SDI, Lishen & others
Battery makers: 2006 sales in M cells by chemistry: : Sony, Sanyo, MBI, Sanyo GS, NEC, Maxell, BYD, LG Chem, SDI, Lishen, Yuaza Delta, Gold Peak,
Battery makers: 2006 sales in M $ by chemistry: : Sony, Sanyo, MBI, Sanyo GS, NEC, Maxell, BYD, LG Chem, SDI, Lishen, Yuaza Delta, Gold Peak,
Battery Industry in 2006: NiCd, NiMH & Li-ion competitors market share in value
Focus on the Leaders’ Strategy
SANYO in 2006
rank, main customers, investment,
Factories location
Li-ion cells production capacity, 2004 Q4 - 2007 Q4 (M cells per month)
Chinese & Korean Makers
Chinese Makers Strengths
Chinese Makers Weaknesses
Chinese Battery markets: cellular phones, power tools
Example of Lishen
Automatic line
production capacity by cell size in 2006
China in the worldwide rechargeable battery production
China market share in volume for NiCd in 2006
China market share in volume for NiMH in 2006
China market share in volume for Li-ion in 2006
China market share for Batteries in value in 2006
Main applications in 2006
key markets for NiCd in 2006: power tools, rc/cars & Toys, household devices, security lighting, E-bikes value (M$)
Key markets for NiMH from 2001 to 2006: weight of cellular phones & other applications
nimh battery main application in 2005 & 2006 in value: hev, retail, power tools, cordless phones,
Li-ion & Polymer Battery sales by application, in volume (M cells), Worldwide, 2000-2006: cellular phones, portable pcs, camcorders, digital cameras, power tools, mp3, video games,
Li-ion & Polymer Battery sales by application, in value (M $), Worldwide, 2000-2006: cellular phones, portable pcs, camcorders, digital cameras, power tools, mp3, video games,
PART 2: Technical, economical & regulation trends
Raw Materials trends
Raw materials in the battery business
Production cost for Japanese, Chinese & Korean makers for 543450 cell in Q4-2005
Profit level compare to cobalt price on a quaterly basis from 2005 to 2006
Cobalt & Nickel price in $/kg from 2003 to 2006
NiMH battery performances (capacity in mAh) 1998-2006
Li-ion battery performances (Energy density in Wh/L & Wh/kg) 1994-2006
Main Battery makers (Sanyo, Sony, MBI, SDI & LG) roadmap 2006-2010 for their high capacity cylindrical li-ion products
CATHODE ACTIVE MATERIAL FOR Li-ion
Examples of new Li-ion cells produced in 2006, cathode & anode Characteristics
Major axes of development for new cathodes: LiMn2O4, LiFePO3, Li[NixMnyCoz]O2, Li[NixCozMnAl]O2 (NCA-NCM)
Specific capacity (mAh/g) & Discharge voltage for different cathode active material
LiCoO2, LiMn2O4, LiFePO3, Li[NixMnyCoz]O2, Li[NixCozMnAl]O2 (NCA-NCM) main Characteristics
Cobalt needs (tons) for NiCd, NiMH & Li-ion batteries
Cobalt demand Worldwide (Tons) 2000-2006,
Cobalt demand Worldwide (Tons) 2000-2006, by application
Cobalt consumption in 2005 & 2006 by application: batteries, supper alloys, chemical, pigments, diamond tools, hard metal, magnets,
Nickel consumption in 2006 by application: Industrials, Transport, Commercial, batteries,
cathode Active material needs for cylindrical & prismatic Li-ion batteries, Tons, 2000-2006,
cathode Active material needs, Tons, 2000-2006, for LiCoO2, LiMn2O4, LiFePO3, Li[NixMnyCoz]O2, Li[NixCozMnAl]O2 (NCA-NCM)
cathode Active material needs (% & Tons) for each battery makers: sanyo, sony, mbi, sdi, lgc, lishen, sgs, nec, maxell, e-one
cathode Active material Suppliers market share: A123, BYD, Chemetal, FMC Lithium, Matsushita, Mitsui Mining, Mitsui Zozen, Nichia Corp, Nikki Chemical, Nippon Chemical, Nippon denko, Phostech/Sud-Chemie, Seido Chem, Seimi Chemical, Sony (Miyagi), Sumitomo Metal Mining, Tanaka chem, Toda Kogyo Corp, Toronox, Umicore Korea
- LiCoO2 suppliers & their customers
- LiMn2O4 suppliers & their customers
- NMC suppliers & their customers
- NCA/NCM suppliers & their customers
- LiMPO4 suppliers & their customers
Cathode Active material needs for cylindrical & prismatic Li-ion batteries, Tons, 2000-2015,
Cobalt needs for Li-ion cells, in tons, 2000-2015
ANODE ACTIVE MATERIAL FOR Li-ion
Anode active materials suppliers for each battery maker: Hitachi Chemical, JFE Chemical, Kansai Netsu Kagaku, Mitsubishi Chemical, Mitsui Mining, Nippon Carbon, Osaka Gas Chemical, Others, Shanshan Tech, Shenzhen BTR, Sumitomo Metal
Anode active materials suppliers market share, in volume
Anode active materials specific capacity & discharge voltage
Anode developments for sanyo, sony, mbi, sdi, lg
Separators
Separator market (M m²) 1995-2007
Main suppliers strenght: Tonen, Celgard, Asahi,
Separator makers & their customers: Tonen, Celgard, Asahi, Ube, Sumitomo, SK, Entek
Separator suppliers market share in volume
ELECTROLYTE
Electrolyte Market in volume (Tons / years) 1995-2010
Electrolyte suppliers market share in volume (2003-2006): Ube, Kiel, Mitsubishi chemical, Tomiyama, Zhangjiagang Guotai Ronghua, BYD,
Electrolyte makers & their customers
LiPF6 suppliers & their customer
LiPF6 market (Tons) 1999-2006
Developments in Nanostructure materials
Battery size & capacity trends
18650 cells by capacity in 2005 & 2006
Cylindrical Li-ion cell size in 2006
18650 cells capacity 1Q2004-4Q 2006
Ratio of Li-ion cylindrical & Prismatic in volume (1997-2006)
Ratio of Li-ion cylindrical & Prismatic in Vamue (1997-2006)
Polymer battery focus
Strength & weaknesses
Li-Polymer products
Li-Polymer cells demand in volume (1998-2015)
Li-Polymer cells demand in value (1998-2015)
Li-polymer cells demand, in volume (M cells) 1998-2015, by application: Cellular, Portable PCs, PDA, Video Games, MP3, Others
Li-polymer cells demand, in Value (M $) 1998-2015, by application: Cellular, Portable PCs, PDA, Video Games, MP3, Others
Substitution technology: Micro fuel cells trends
Fuel cells Principe & theory
Principe
Main Types of Small & Micro Fuel cells
Small & Micro Fuel cells & Battery comparison
Strengths & weaknesses compare to batteries
Main Types of Small & Micro Fuel cells
Energy density of batteries & Fuel
Small & micro fuel cels launch delated
Small & Micro Fuel cells main actors
big companies
Start-up
Raw materials suppliers
R&D
Main Types of Small & Micro Fuel cells
Energy density of batteries & Fuel
Small & Micro Fuel cells market forecasts up to 2010
Scenarios for small fuel cells market in 2010
Micro Fuel Cells: A niche market by 2010
What about Cartridge market ?
Conclusions on small & micro fuel cells
Economical trends
Cells’ average price in 2006
NiCd, NiMH, Li-ion & Li-Polymer Average cells price in 2006 ($)
NiCd, NiMH, Li-ion cylindrical, Li-ion prismatic & Li-Polymer Average energy price in 2006 ($/Wh)
Average price per Cell by chemistry 2000-2010: NiCd, NiMH, Li-ion, Li-Polymer
Detail of NiCd & NiMH prices per size in 2006
NiCd: AAA, AA, C, Sub C, D & F size
NiMH: AAA, AA, C, Sub C, D
Average price per Cell by chemistry 2000-2010: NiCd, NiMH, Li-ion, Li-Polymer ($/Wh)
Li-ion 18650 price decrease 1996-2006
Li-ion price decrease 1996-2006
Li-ion cylindrical price decrease 1996-2006
Li-ion Prismatic price decrease 1996-2006
Li-ion Polymer price decrease 1996-2006
18650 cells price by capacity 1Q 2004 - 4Q 2006
Prismatic cells price by size 1Q 2004 - 4Q 2006
Prismatic prices & production cost (Material, Depreciation, R&D, Labor, SGA, Operating profit) for JAPANESE, KOREAN & CHINESE Makers
Operating profit / Revenues ratio for main Li-ion suppliers 2002 - 2007: sanyo, sony, mbi, sdi, lg, byd, sgs, nec, maxell
Regulation trends
Basic Chemical composition of primary & rechargeable batteries
NiCd Regulation
Two opposing stands on regulation
European Community (DG XI)
EPBA: European Portable Battery Association
New Battery Directive main impacts on Batteries business
POSITIVE ASPECTS
NEGATIVE IMPACTS
The RoHS & WEEE Directives
The New Chemicals Policy « REACH »
Future Battery regulation in EUROPE
SAFETY issues
Sony’s Li-ion battery Failure
Number of pack involved, by PC makers
Major Brand involved
REASON OF THE FAILURE
COST FOR SONY in M$
Impact on Operational profit of Sony Group
Real estimated COST FOR SONY in M$ by different sources: Sony, Goldman & sachs, reuters, AVICENNE DEVELOPPEMENT
Sony: Number of cells sold 2003-2006 worldwide
sony: numbver of cells sold 2003-2006 for portable pcs worldwide
Sony’s failure impact on the battery business
Sony main customers in 2006
number of cells bought by PC makers to sony in 2005 & in 2006
Dell & Toshiba battery suppliers in 2005 & 2006
Li-ion Safety issues
Main issues for Li-ion
Incident worldwide 2000-2006
New incidents in 2006
Major developments worldwide
The IEEE Standards Association
NEW CATHODE
ELECTROLYTE
New Product From MBI
PART 3: Forecasts until 2010 & 2015
Parameters analysis (Detail in the full report)
Main segment trends: Portable PCs, Cellular, …
Power need trends (volume, weight, capacity, running time)
Penetration rate for each Chemistry
2010 & 2015 Forecasts
Battery maker, PC maker and cellular maker strategies and positions
Market and competitive environment (Detail in the full report)
Cellular Phones,
Cellular Phones Shipment, M units, 1995-2010
Cellular Phones Battery pack by chemistry, % in volume, 1995-2010
Portable PCs,
Portable PCs Shipment, M units, 1995-2010
Portable PCs Battery pack by chemistry, % in volume, 1995-2010
Camcorders
Camcorders Shipment, M units, 1998-2010
Analog Camcorder Battery pack by chemistry, % in volume, 1998-2010
Digital Camcorder Battery pack by chemistry, % in volume, 1998-2010
Power tools
Power Tools Shipment, M units, 1998-2010
Power Tools Battery pack by chemistry, % in volume, 1998-2010
Digital Camera
Digital Camera Shipment, M units, 1997-2010
Digital Camera Battery pack by chemistry, % in volume, 1997-2010
Video games
Games Shipment, M units, 2000-2010
Games Battery pack by chemistry, % in volume, 2000-2010
MP3 players & portable HDD
MP3 Shipment, M units, 2000-2010
MP3 Battery pack by chemistry, % in volume, 2000-2010
Toys & RC Cars
RC Cars & Toys Shipment, M units, 1999-2010
RC Cars & Toys Battery pack by chemistry, % in volume, 1999-2010
Cordless Phones
Cordless Phones Shipment, M units, 1996-2010
Cordless Phones Battery pack by chemistry, % in volume, 1998-2010
PDA
PDA Shipment, M units, 1998-2010
PDA Battery pack by chemistry, % in volume, 1998-2010
Household devices
Battery sold for household devices, M cells, 2000-2010 by chemistry
E-bikes
E-bikes Shipment, M units, 1997-2010
E-bikes Battery pack by chemistry, % in volume, 1998-2010
HEV
HEV Shipment, ‘ 000 units, 2002-2015
HEV Battery pack by chemistry, % in volume, 2002-2010
FORECASTS UP TO 2010 & 2015
Worldwide battery market in volume (M cells) by chemistry: NiCd, NiMH, Li-ion & Li-Polymer (1995 - 2015)
Worldwide battery market in value (M$) by chemistry: NiCd, NiMH, Li-ion & Li-Polymer (1990 - 2015)
Battery Market by application (Cellular Phones, Portable PCs, Power Tools, HEV) & chemistry in volume for 2000, 2005, 2010 & 2015
Battery Market by application (Camcorders, DSC, Games, MP3, PDA) & chemistry in volume for 2000, 2005, 2010 & 2015
Battery Market by application (Household, Security, RC Car & Toys, E-bikes, Cordless Phones) & chemistry in volume for 2000, 2005, 2010 & 2015
Battery Market by application (Cellular Phones, Portable PCs, Power Tools, HEV) & chemistry in value (M$) for 2000, 2005, 2010 & 2015
Battery Market by application (Camcorders, DSC, Games, MP3, PDA) & chemistry in value (M$) for 2000, 2005, 2010 & 2015
Battery Market by application (Household, Security, RC Car & Toys, E-bikes, Cordless Phones) & chemistry in value (M$) for 2000, 2005, 2010 & 2015
NiMH market (M cells) 2000, 2005, 2010, 2015 by application
Li-ion & Pol market (M cells) 2000, 2005, 2010, 2015 by application
NiMH market (M $) 2000, 2005, 2010, 2015 by application
Li-ion & Pol market (M $) 2000, 2005, 2010, 2015 by application
Conclusions
Abstract
The 14 modules available:
1-Cellular Phones,
2- Portable PC,
3- Camcorders,
4- HEV,
5- Power tools,
6- Digital camera,
7- Portable HDD,
8- Video games,
9- PDA,
10- Cordless Phones
11- Household devices,
12- E-bikes,
13- RC Cars,
14- Security lighting
This report will help you to:
Comprehend today's market environment
Determine market in volume and value
Assess new products & technologies
Identify current and new competitors
Understand future trends and perspectives
Outline future applications
Make thorough business decisions
Gather accurate data for presentations
Support your research and development
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