XXXX锂电池行业发展分析

27August2019|Page1EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.CompanyProfileandServiceSnapshotALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.2010锂电池行业发展27August2019|Page2EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.•Industriescovered–DRAM,Flash–No.1Worldwide–LCD–Top-tier–LED–No.1Worldwide–GreenEnergy•VerticalIndustryServiceProvider–MarketResearch–Media–B2B•Customers–Top-tierCompaniesintheIndustry–InvestmentBanks,FundManagementFirmsBusinessModel&Scope27August2019|Page3EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.OurResearchCategoryMarketIntelligence(DRAM,Flash)(LCDPanel)(LED)(PV,EV/Battery)27August2019|Page4EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.EnergyTrendMarketIntelligentServiceEnergyTrendMarketIntelligenceServiceStandardPrice:USD3,000SilverMemberService-PVAboveUSD12,000CustomizedReportServiceStandardPrice:USD3,000SilverMemberService-EV/Battery27August2019|Page5EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.SilverMemberService-EV/BatteryStandardPrice:3,000USDUpdateFrequency:QuarterlyReportformat:PPTQuarterlyPriceInformation(EXCEL)MaterialCellPackQuarterlyMarketTrend(PPT)xEVsMarketOverviewandForecastBatteryMarketOverviewandForecastEnergyTrendWebPromotionNewsRelease010002000300040005000600020092010(F)2011(F)2012(F)2013(F)2014(F)2015(F)2016(F)2017(F)HEVPHEVEVUnit(Thousand)27August2019|Page6EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.1.锂电池市场现况–消费型商品与能源型商品应用2.锂电池商品分析–成本结构–价格趋势3.经营策略–供应链与经营策略4.市场趋动力–趋动力分析–台湾锂电产业现况纲要27August2019|Page7EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.1.锂电池市场现况–消费性商品与能源性商品应用2.锂电池商品分析–成本结构–价格趋势3.经营策略–供应链与经营策略4.市场趋动力–趋动力分析–台湾锂电产业现况27August2019|Page8EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.锂电池随着消费性产品应用逐年成长Source:EnergyTrendMarketProductStrategyPolicyNi-Cd:Duetopollutionproblems,theuseofNi-CdbatterieslimitstothemedicalandmilitaryareasNiMH:Muchuseinautomaticarea,butlessinconsumerproductsLIB:Havebeenstablygrowingwiththedemandofconsumerapplications27August2019|Page9EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.7.29.48.810.412.414.20.22.28.602468101214162005200720092011(F)2013(F)2015(F)Marketsize(BUS)LiBatterymarketdevelopconsumerproductPowerproductMarketProductStrategyPolicySource:EnergyTrend2010.07Consumerproduct:increasesstably,includingNB,mobileetc.Powerproduct:risesdramaticallyinthePS,automaticmarketsduetoincreasingtheenergyconservationbusiness锂电池随着能源性产品应用逐年成长27August2019|Page10EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.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:EnergyTrend27August2019|Page11EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.锂电池与电动车发展趋势010002000300040005000600020092010(F)2011(F)2012(F)2013(F)2014(F)2015(F)2016(F)2017(F)HEVPHEVEV(千輛)Withlowerbatterysystemtechnologyofthreshold,HEVwillbethemainstreamofxEXsMarketProductStrategyPolicySource:EnergyTrend2010.0727August2019|Page12EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.NB电池电池占锂电池总数量位居首要0%50%100%150%200%250%02004006008001,0001,2001,4001,60020022004200620082010(E)totalYoYMillionpackLithiumbatteryApplication手機筆記型電腦電動工具totalyoyMarketProductStrategyPolicySource:EnergyTrend2010.07Mobile:usesinglecell;havelowtechnicalbarrier;produceinChinaNB:use6~12cells,haveconsistentqualityofcell;produceinJapanandKorea27August2019|Page13EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.010020030040050060070080090020022004200620082010(E)pcs(Million)majorLIBsuppliershipmentSanyoSonySDILGCPanasonic韩国电池产业版图逐渐扩展MarketProductStrategyPolicySource:EnergyTrend2010.07ReasonsforRisingShipmentofKoreanBatteriesHumanResource:drawtalentedprofessionalPrice:balancebetweenpriceandqualityMarketing:increasethechanceofadoptingsystemplantsbypackaging27August2019|Page14EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.1.锂电池市场现况–消费性商品与能源性商品应用2.锂电池商品分析–成本结构–价格趋势3.经营策略–供应链与经营策略4.市场趋动力–趋动力分析–台湾锂电产业现况27August2019|Page15EnergyTrend:2010锂电池行业发展ALLRIGHTSRESERVED.REPRODUCTIONPROHIBITEDWITHOUTWRITTENPERMISSION.市场变化第三季展望-疑虑之中仍有期待Source:EnergyTrend2010.078.29.39.812.46.26.466.83.54.555.5024681012142010Q12010Q22010Q3(E)2010Q4(F)packshipment(Million)batterypackdemandstatus(2010)SymploDynapackCelxpertMarketProductStrategyPolicyPerhapsmate