XXXX锂电池行业发展分析课件

CompanyProfileandServiceSnapshotALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.2010锂电池行业发展CompanyProfileandALLRIGHTSIndustriescoveredDRAM,Flash–No.1WorldwideLCD–Top-tierLED–No.1WorldwideGreenEnergyVerticalIndustryServiceProviderMarketResearchMediaB2BCustomersTop-tierCompaniesintheIndustryInvestmentBanks,FundManagementFirmsBusinessModel&ScopeIndustriescoveredBusinessMod

OurResearchCategory

MarketIntelligence

(DRAM,Flash)

(LCDPanel)

(LED)(PV,EV/Battery)OurResearchCategoryMaEnergyTrendMarketIntelligentService

EnergyTrendMarketIntelligenceServiceStandardPrice:USD

3,000SilverMemberService-PVAboveUSD12,000CustomizedReportServiceStandardPrice:USD

3,000SilverMemberService-EV/BatteryEnergyTrendMarketIntelligentSilverMemberService-EV/BatteryStandardPrice:3,000USDUpdateFrequency:QuarterlyReportformat:PPTQuarterlyPriceInformation(EXCEL)MaterialCellPackQuarterlyMarketTrend(PPT)xEVsMarketOverviewandForecastBatteryMarketOverviewandForecast

EnergyTrendWebPromotionNewsReleaseSilverMemberService-EV/Ba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市场现况锂电池随着消费性产品应用逐年成长Source:EnergyTrendMarketProductStrategyPolicyNi-Cd:

Duetopollutionproblems,theuseofNi-CdbatterieslimitstothemedicalandmilitaryareasNiMH:

Muchuseinautomaticarea,butlessinconsumerproductsLIB:

Havebeenstablygrowingwiththedemandofconsumerapplications锂电池随着消费性产品应用逐年成长Source:EnergyMarketProductStrategyPolicySource:EnergyTrend2010.07Consumerproduct:increasesstably,includingNB,mobileetc.Powerproduct:

risesdramaticallyinthePS,automaticmarketsduetoincreasingtheenergyconservationbusiness锂电池随着能源性产品应用逐年成长MarketProductStrategyPolicySou在纯电动车推出前

油电混合车在电动车市场仍为主流Note:PEVincludesavarietyofrechargeablexEVs,mainlyconcentratedonPHEVandBEVVehicletypeMarketpenetrate201020152020HEV(Parity)PEV(ChargingConvenience)HEV:60%PEV:5%HEV:1.5%PEV:0%HEV:80%PEV:20%Differentchallengeshaveinfluencethevehiclemarket,andsodoesthexEVstype.Batterydemanddependsonthemainstreamofvehicle.Hybridwillkeepcostdowntopenetratemorethansubsidymarket.Source:EnergyTrend在纯电动车推出前

油电混合车在电动车市场仍为主流Note:锂电池与电动车发展趋势Withlowerbatterysystemtechnologyofthreshold,HEV

willbethemainstreamofxEXsMarketProductStrategyPolicySource:EnergyTrend2010.07锂电池与电动车发展趋势WithlowerbatteryNB电池电池占锂电池总数量位居首要MarketProductStrategyPolicySource:EnergyTrend2010.07Mobile:usesinglecell;havelowtechnicalbarrier;produceinChinaNB:

use6~12cells,haveconsistentqualityofcell;produceinJapanandKoreaNB电池电池占锂电池总数量位居首要MarketProduct韩国电池产业版图逐渐扩展MarketProductStrategyPolicySource:EnergyTrend2010.07ReasonsforRisingShipmentofKoreanBatteriesHumanResource:drawtalentedprofessional

Price:

balancebetweenpriceandqualityMarketing:

increasethechanceofadoptingsystemplantsbypackaging韩国电池产业版图逐渐扩展MarketProductStrat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市场现况市场变化

第三季展望-疑虑之中仍有期待Source:EnergyTrend2010.07MarketProductStrategyPolicyPerhapsmaterialsaresufficient,thesupplyanddemandcompletelydependontheQ3outlook.EnergyTrendestimatedthatthebatterybusinessgrowthislessthan5%Win7isusedincompaniesandschoolsLackoflaborsinQ1andtheEuropeandebtcrisisinQ2resultinweakdemandinQ3.EnergyTrendforecastedthatthebusinessinQ3improvedaftermidAugust.市场变化

第三季展望-疑虑之中仍有期待Source:Ene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:

$9.6~10.8TI、Renesas、MaximPrice:

$1.5~1.8金像、佳鼎、東穎、美麗基Price:$2.2谷崧、泰永、英濟、日新Price:

$0.8~1.2MarketProductStrategyPolicySource:EnergyTrendCellisstillthekeycomponentinsupplychain.Thecellsupplymainlysupportsproductioncapacityofbatterymoduleplants.台湾锂电池(NB)成本分布与供应链註.以六顆電池芯(2.2A产品变化

市场需求疲软驱使价格战第二季价格战延续MarketProductStrategyPolicySource:EnergyTrend

2010.07Duetodecreasingprice,2.2Ahisstillthemainproduct2.6Ahwillbeaffectedbythedroppingpriceof2.8Ahandcreatecrowding-outeffect3.0Ahisgoingtobeproduced,anditisexpectedtoincreasemarketshare产品变化

市场需求疲软驱使价格战第二季价格战延续Market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)$1.7X6+118650(2.2Ah)一般塑料外壳(0.8mm)16650(2.2Ah)一般塑料外壳(0.8mm)$2.2X6+1优势具成本竞争性具创新议题性$1.7X6+218650(2.2Ah)薄型塑料外壳(0.5mm)兼具成本与性能IMF

housingNewtypeCellMarketProductStrategyPolicySource:EnergyTrendThinfilmproductsbringsanewissueinthemarket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$1动力锂电池应用领域广泛PowertypeEnergytypeLEV,powertool200~2kWCitycar,Golfcar1~10kWHybridvehicle>10kWPV,wind<1kWUPS<10kWBatteryelectricvehicle>20kWMarketProductStrategyPolicySource:EnergyTrendPriceSystemIntegrationFactorsofLiBatteryDevelopmentProduct’sLifeTimeChargingFacilities动力锂电池应用领域广泛PowertypeEnergyty成本比例因类型而差异性大Source:EnergyTrendMarketProductStrategyPolicyEnergyStorageBattery:developmentmainlydependsonenergydensitysinceunitcost.Thecostofthecathodematerialaccountsfor45%.HighPowerBattery:Becauseofstrictdemandonthelifetime,theconsistentqualityofmaterialsisrequested.Thecostsofmaterialareevenlydistributed.成本比例因类型而差异性大Source:EnergyTren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市场现况消费性产品锂电池的合作布局EMSPackcompanyMulticell(Cylindrical)PackcompanyBrandcompanyCellcompanyDesigninBrandcompanySinglecell(Prismatic)CellcompanyEMSMarketProductStrategyPolicySource:EnergyTrendOrganizationPCMSoftwarePackModuleByNegotiationByProjects消费性产品锂电池的合作布局EMSPackcompanyMu消费性产品电池的进化选择平價輕薄輕薄&平價NormalCylindricalCapacity:2.2Ah,Price:$1.7PrismaticEnergydensity:1.2~1.5XPrice:$1.3~2.0XThinnerCylindricalCapacity:2.0~2.2AhPrice:1.3X~1.5XMarketProductStrategyPolicySource:EnergyTrend消费性产品电池的进化选择平價輕薄輕薄&平價NormalCyNB电池芯与电池组装在供给需求间的合作关系

-分工对电池芯厂的保障CellPack(cellhouse)Brand(includingOEM/ODM)CellcompanyPackcompanyC-1C-2P-1P-2Whencellsupply>forecast(marketdemand),C-1needP-1support(extracellneedpackhouserearrange)Whencellsupply<forecast(marketdemand),P-1needC-1support(CellsourcecanbedominatebyCellcompanyPackA(packhouse)PackB(packhouse)P-3P-4MarketProductStrategyPolicySource:EnergyTrendNB电池芯与电池组装在供给需求间的合作关系

-分工对电池芯厂NB电池芯与电池组装在价格平衡的合作关系

-分工对品牌厂的保障CellPack(cellhouse)Brand(includingOEM/ODM)BrandneedpackbusinessoutsourcingtomakethecomponentpricemorereasonablePackA(packhouse)OutsourcingDrivethePricereasonablePackB(packhouse)X%(1-X)%MarketProductStrategyPolicySource:EnergyTrendNB电池芯与电池组装在价格平衡的合作关系

-分工对品牌厂的保车辆产业的锂电池布局電池組CellCompanyCellcompanyPackcompanyCarcompany品牌電池芯ModulecompanyTiersupplierChemistryElectronic&ChemistryElectronic&MechanicalSource:EnergyTrend车辆产业的锂电池布局電池組CellCompanyCell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市场现况电动车产业趋动力ClimatechangeAirqualityNewGreenIndustryInfluencedareashavespreadfrompolartothetropicsMorethan60%CO2emissionfromvehicleBringnewindustryvalues&newjobopportunitiesSource:EnergyTrendEVdevelopmentneedsthepolicytosupportinthebeginning,andclimatechangesalwaysdeeplyinfluencethewayofliving电动车产业趋动力ClimatechangeAirqual电动车产业挑战TechnicalPolicyBusinessBattery:safety,cost,lifePowerElectronic:improvedprocessInfrastructure:electricstructure,powerplantpolicyTaxlose(oilconsuming)IndustrybenefitbalanceProfitablebusinessmodelforcarcompaniesandoperationsystemserviceSource:EnergyTrendChallengescomefromdifferentaspects,andonlythecompletecollocationcancontributethecomprehensivedevelopmentofEV电动车产业挑战TechnicalPolicyBusiness消费性产品与动力产品主要应用发展驱动力EVsMarketHEVPHEVBEVConsumerProductsCellPhoneNBIncreasingpenetrationrateofcommunicationfacilitiesinemergingmarketsBreakthroughonthinfilmbatterypriceRisingpenetrationrateoftheInternetconnectionHEVmeetstheEuroIVemissionstandardinadvanceImprovedtechnologyCellpricedroppedto$400/kWhPHEVspriceisnotmorethan$30,000Cellpricedeclinedto$250/kWhIncreasingpenetrationrateofchargingfacilitiesMainFactors消费性产品与动力产品主要应用发展驱动力EVsHEVPHEV台湾电池产业发展多元却仍未能垂直整合LMOLFPNMCMarketProductStrategyPolicySource:EnergyTrendOEMLi/TernarycompoundsemiconductormaterialNichemarketofcellsandconsumingapplicationsOEMOver50%ofNB

batterymodulesMaterialsCellsModules台湾电池产业发展多元却仍未能垂直整合LMOLFPNMCMar台湾电池产业类型多元CompanyProductTypeChemistryVoltage(V)E-OneMolycell-cylindrical18650LMO3.6cell-cylindrical18650NMC3.8cell-cylindrical18650LCO3.7cell-cylindrical26700LMO3.6cell-cylindrical26700NMC3.8Phetcell-cylindrical18650LFP3.2PSIcell-cylindrical40138LFP3.2cell-cylindrical40138LFP3.2GPcell-oblongsonata4400LCO3.7cell-oblongswing4400LCO3.7Lyno-powercell-prismatic1882130sLFP3.2cell-prismatic4882160sLFP3.2Amitacell-polymer7799130LMO3.6cell-polymer7799130LFP3.2PSEcell-polymerxx3448LCO3.7cell-polymer74J0LFP3.2cell-polymerA5J0LFP3.2Synergycell-polymer606168LCO3.7cell-polymer5799130LFP3.2EXAcell5548135LCO3.8cell7523192NMC3.7cell/LMO3.6cell/LFP3.2Source:EnergyTrend台湾电池产业类型多元CompanyProductTypeC更精彩的内容请上集邦新能源网/更精彩的内容请上集邦新能源网http://cn.energ演讲完毕，谢谢观看！演讲完毕，谢谢观看！CompanyProfileandServiceSnapshotALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.2010锂电池行业发展CompanyProfileandALLRIGHTSIndustriescoveredDRAM,Flash–No.1WorldwideLCD–Top-tierLED–No.1WorldwideGreenEnergyVerticalIndustryServiceProviderMarketResearchMediaB2BCustomersTop-tierCompaniesintheIndustryInvestmentBanks,FundManagementFirmsBusinessModel&ScopeIndustriescoveredBusinessMod

OurResearchCategory

MarketIntelligence

(DRAM,Flash)

(LCDPanel)

(LED)(PV,EV/Battery)OurResearchCategoryMaEnergyTrendMarketIntelligentService

EnergyTrendMarketIntelligenceServiceStandardPrice:USD

3,000SilverMemberService-PVAboveUSD12,000CustomizedReportServiceStandardPrice:USD

3,000SilverMemberService-EV/BatteryEnergyTrendMarketIntelligentSilverMemberService-EV/BatteryStandardPrice:3,000USDUpdateFrequency:QuarterlyReportformat:PPTQuarterlyPriceInformation(EXCEL)MaterialCellPackQuarterlyMarketTrend(PPT)xEVsMarketOverviewandForecastBatteryMarketOverviewandForecast

EnergyTrendWebPromotionNewsReleaseSilverMemberService-EV/Ba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市场现况锂电池随着消费性产品应用逐年成长Source:EnergyTrendMarketProductStrategyPolicyNi-Cd:

Duetopollutionproblems,theuseofNi-CdbatterieslimitstothemedicalandmilitaryareasNiMH:

Muchuseinautomaticarea,butlessinconsumerproductsLIB:

Havebeenstablygrowingwiththedemandofconsumerapplications锂电池随着消费性产品应用逐年成长Source:EnergyMarketProductStrategyPolicySource:EnergyTrend2010.07Consumerproduct:increasesstably,includingNB,mobileetc.Powerproduct:

risesdramaticallyinthePS,automaticmarketsduetoincreasingtheenergyconservationbusiness锂电池随着能源性产品应用逐年成长MarketProductStrategyPolicySou在纯电动车推出前

油电混合车在电动车市场仍为主流Note:PEVincludesavarietyofrechargeablexEVs,mainlyconcentratedonPHEVandBEVVehicletypeMarketpenetrate201020152020HEV(Parity)PEV(ChargingConvenience)HEV:60%PEV:5%HEV:1.5%PEV:0%HEV:80%PEV:20%Differentchallengeshaveinfluencethevehiclemarket,andsodoesthexEVstype.Batterydemanddependsonthemainstreamofvehicle.Hybridwillkeepcostdowntopenetratemorethansubsidymarket.Source:EnergyTrend在纯电动车推出前

油电混合车在电动车市场仍为主流Note:锂电池与电动车发展趋势Withlowerbatterysystemtechnologyofthreshold,HEV

willbethemainstreamofxEXsMarketProductStrategyPolicySource:EnergyTrend2010.07锂电池与电动车发展趋势WithlowerbatteryNB电池电池占锂电池总数量位居首要MarketProductStrategyPolicySource:EnergyTrend2010.07Mobile:usesinglecell;havelowtechnicalbarrier;produceinChinaNB:

use6~12cells,haveconsistentqualityofcell;produceinJapanandKoreaNB电池电池占锂电池总数量位居首要MarketProduct韩国电池产业版图逐渐扩展MarketProductStrategyPolicySource:EnergyTrend2010.07ReasonsforRisingShipmentofKoreanBatteriesHumanResource:drawtalentedprofessional

Price:

balancebetweenpriceandqualityMarketing:

increasethechanceofadoptingsystemplantsbypackaging韩国电池产业版图逐渐扩展MarketProductStrat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市场现况市场变化

第三季展望-疑虑之中仍有期待Source:EnergyTrend2010.07MarketProductStrategyPolicyPerhapsmaterialsaresufficient,thesupplyanddemandcompletelydependontheQ3outlook.EnergyTrendestimatedthatthebatterybusinessgrowthislessthan5%Win7isusedincompaniesandschoolsLackoflaborsinQ1andtheEuropeandebtcrisisinQ2resultinweakdemandinQ3.EnergyTrendforecastedthatthebusinessinQ3improvedaftermidAugust.市场变化

第三季展望-疑虑之中仍有期待Source:Ene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:

$9.6~10.8TI、Renesas、MaximPrice:

$1.5~1.8金像、佳鼎、東穎、美麗基Price:$2.2谷崧、泰永、英濟、日新Price:

$0.8~1.2MarketProductStrategyPolicySource:EnergyTrendCellisstillthekeycomponentinsupplychain.Thecellsupplymainlysupportsproductioncapacityofbatterymoduleplants.台湾锂电池(NB)成本分布与供应链註.以六顆電池芯(2.2A产品变化

市场需求疲软驱使价格战第二季价格战延续MarketProductStrategyPolicySource:EnergyTrend

2010.07Duetodecreasingprice,2.2Ahisstillthemainproduct2.6Ahwillbeaffectedbythedroppingpriceof2.8Ahandcreatecrowding-outeffect3.0Ahisgoingtobeproduced,anditisexpectedtoincreasemarketshare产品变化

市场需求疲软驱使价格战第二季价格战延续Market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)$1.7X6+118650(2.2Ah)一般塑料外壳(0.8mm)16650(2.2Ah)一般塑料外壳(0.8mm)$2.2X6+1优势具成本竞争性具创新议题性$1.7X6+218650(2.2Ah)薄型塑料外壳(0.5mm)兼具成本与性能IMF

housingNewtypeCellMarketProductStrategyPolicySource:EnergyTrendThinfilmproductsbringsanewissueinthemarket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$1动力锂电池应用领域广泛PowertypeEnergytypeLEV,powertool200~2kWCitycar,Golfcar1~10kWHybridvehicle>10kWPV,wind<1kWUPS<10kWBatteryelectricvehicle>20kWMarketProductStrategyPolicySource:EnergyTrendPriceSystemIntegrationFactorsofLiBatteryDevelopmentProduct’sLifeTimeChargingFacilities动力锂电池应用领域广泛PowertypeEnergyty成本比例因类型而差异性大Source:EnergyTrendMarketProductStrategyPolicyEnergyStorageBattery:developmentmainlydependsonenergydensitysinceunitcost.Thecostofthecathodematerialaccountsfor45%.HighPowerBattery:Becauseofstrictdemandonthelifetime,theconsistentqualityofmaterialsisrequested.Thecostsofmaterialareevenlydistributed.成本比例因类型而差异性大Source:EnergyTren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市场现况消费性产品锂电池的合作布局EMSPackcompanyMulticell(Cylindrical)PackcompanyBrandcompanyCellcompanyDesigninBrandcompanySinglecell(Prismatic)CellcompanyEMSMarketProductStrategyPolicySource:EnergyTrendOrganizationPCMSoftwarePackModuleByNegotiationByProjects消费性产品锂电池的合作布局EMSPackcompanyMu消费性产品电池的进化选择平價輕薄輕薄&平價NormalCylindricalCapacity:2.2Ah,Price:$1.7PrismaticEnergydensity:1.2~1.5XPrice:$1.3~2.0XThinnerCylindricalCapacity:2.0~2.2AhPrice:1.3X~1.5XMarketProductStrategyPolicySource:EnergyTrend消费性产品电池的进化选择平價輕薄輕薄&平價NormalCyNB电池芯与电池组装在供给需求间的合作关系

-分工对电池芯厂的保障CellPack(cellhouse)Brand(includingOEM/ODM)CellcompanyPackcompanyC-1C-2P-1P-2Whencellsupply>forecast(marketdemand),C-1needP-1support(extracellneedpackhouserearrange)Whencellsupply<forecast(marketdemand),P-1needC-1support(CellsourcecanbedominatebyCellcompanyPackA(packhouse)PackB(packhouse)P-3P-4MarketProductStrategyPolicySource:EnergyTrendNB电池芯与电池组装在供给需求间的合作关系

-分工对电池芯厂NB电池芯与电池组装在价格平衡的合作关系

-分工对品牌厂的保障CellPack(cellhouse)Brand(includingOEM/ODM)BrandneedpackbusinessoutsourcingtomakethecomponentpricemorereasonablePackA(packhouse)OutsourcingDrivethePricereasonablePackB(packhouse)X%(1-X)%MarketProductStrategyPolicySource:EnergyTrendNB电池芯与电池组装在价格平衡的合作关系

-分工对品牌厂的保车辆产业的锂电池布局電池組CellCompanyCellcompanyPackcompanyCarcompany品牌電池芯ModulecompanyTiersupplierChemistryElectronic&ChemistryElectronic&MechanicalSource:EnergyTrend车辆产业的锂电池布局電池組CellCompanyCell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市场现况电动车产业趋动力ClimatechangeAirqualityNewGreenIndustryInfluencedareashavespreadfrompolartothetropicsMorethan60%CO2emissionfromvehicleBringnewindustryvalues&newjobopportunitiesSource:EnergyTrendEVdevelopmentneedsthepolicytosupportinthebeginning,andclimatechangesalwaysdeeplyinfluencethewayofliving电动车产业趋动力ClimatechangeAirqual电动车产业挑战TechnicalPolicyBusinessBattery:safety,cost,lifePowerElectronic:improvedprocessIn