日本iit锂电行业分析2

IITLIB-relatedStudyProgram08-09(January2009)Page16Copyright©2008-2009/InstituteofInformationTechnology,Ltd.(e)Panasonic0 5 10 15 20 25 1Q 052Q 053Q 054Q 051Q 062Q 063Q 064Q 061Q 072Q 073Q 074Q 071Q 082Q 083Q 084Q 08Panasonic shipment M cells/MOthersPanasonic AVLenovoToshibaAcerDellHPSEMCLGEMOTSECNokiaIITLIB-relatedStudyProgram08-09(January2009)Page17Copyright©2008-2009/InstituteofInformationTechnology,Ltd.(f)HitachiMaxell0 2 4 6 8 10 12 14 16 18 1Q 052Q 053Q 054Q 051Q 062Q 063Q 064Q 061Q 072Q 073Q 074Q 071Q 082Q 083Q 084Q 08Maxell shipment M cells/MOthersMitacTomTomNintendoLenovoToshibaAcerDellHPSEMCLGEMOTSECNokiaIITLIB-relatedStudyProgram08-09(January2009)Page18Copyright©2008-2009/InstituteofInformationTechnology,Ltd.Figure13MovementsinSharesofCellProcurementbyNokia,SECandHP0%10%20%30%40%50%60%70%80%90%100%1Q 052Q 053Q 054Q 051Q 062Q 063Q 064Q 061Q 072Q 073Q 074Q 071Q 082Q 083Q 084Q 08Nokia LIB procurement by supplier volume shareBYDLGCSDIMBISonySanyo0%10%20%30%40%50%60%70%80%90%100%1Q 052Q 053Q 054Q 051Q 062Q 063Q 064Q 061Q 072Q 073Q 074Q 071Q 082Q 083Q 084Q 08SEC LIB procurement by supplier volume shareLishenBYDSDIMaxellSanyo0%10%20%30%40%50%60%70%80%90%100%1Q 052Q 053Q 054Q 051Q 062Q 063Q 064Q 061Q 072Q 073Q 074Q 071Q 082Q 083Q 084Q 08HP LIB procurement by supplier volume shareLIB othersATLLGCSDIMBISonySanyoFigure15presentsthesupplyanddemandrelationshipsin08Q4.Therehavenotbeenanyprominentnewproductsinthisperiod,andnotnoteworthyshiftsinsupplyanddemandrelationships.Incidentally,IIThasnoticedthefollowingtwodevelopmentssincethestartof09Q1.First,thereisthelong-awaitedVaioP,whichSonyhavelaunchedamidtheUMPC/Netbookboom(Figure14).TheCPUisfromIITLIB-relatedStudyProgram08-09(January2009)Page19Copyright©2008-2009/InstituteofInformationTechnology,Ltd.Atom,butitwillbetheZ520/530/540,abletorunWindowsVistawithease,ratherthantheN270.Productionisstartingat50,000permonth,butthereisawaitinglistofoveramonthtoplaceordersonthewebsite.Thepriceishigherthanforanetbook,buttheVaioPisinveryhighdemandamongVaiouserslookingforasecondVaio,andamongfansoftheSonybrand.ItcouldbedescribedasaniPhone-likepresenceinthenotebookPCmarket.TheaspectwiththegreatestimpactintheLIBindustryistheapparentuseofpolymercellswithSi-typeanodes,aworldfirst.Weplantoobtainacellandanalyzeitindetail,sopleasewaitforourreport.TheotherdevelopmentisthatToshibaSCiB,whohaveannouncedplansforjointdevelopmentofBEVbatterieswithVW,aremovingintothenotebookPCfield.TheirstrategyistodistinguishToshibanotebookPCsfromothersbyusingtherapidchargingperformanceofLTOanodes,eventhoughtheircapacityislow.Thepointtheauthorpersonallyfindsmostinterestingisthecombinationwithcontactlesschargers,whichToshibahavebeendevelopingforsometime.JustplacingthePConofficeconferencedesk,wherenotebookPCsarecommonlyusedcordlessly,allowswirelesscharginginashorttime,albeitwithlowefficiency.IITLIB-relatedStudyProgram08-09(January2009)Page20Copyright©2008-2009/InstituteofInformationTechnology,Ltd.Figure14TheSonyVaioP,ApparentlyUsingSi-typeLIB(Polymer)CellsFigure15SupplyandDemandRelationshipsforLIBCells(08Q4)(a)Supplier-Application010203040506070SanyoSonyMBIMaxellSGSNECSDILGCBYDLishenATLBAKE‐OneA123LIB othersLami. othersLIB shipment (M cells/M)NBPCCellularPTDSCCAMDMPGameOthers020406080100120NBPCCellularPTDSCCAMDMPGameOthersLIB demand(M cells/M)SanyoSonyMBIMaxellSGSNECSDILGCBYDLishenATLBAKE‐OneA123LIB othersLami. othersIITLIB-relatedStudyProgram08-09(January2009)Page21Copyright©2008-2009/InstituteofInformationTechnology,Ltd.(b)LIBfornotebookPCs02468101214HPDellAcerToshibaLenovoSony VAIOAppleASUSTekFSCNECPanasonicSECOthersLIB demand (M cells/M)SanyoSonyMBISDILGCBYDATLBAKLIB othersIITLIB-relatedStudyProgram08-09(January2009)Page22Copyright©2008-2009/InstituteofInformationTechnology,Ltd.(c)LIBforcellularphones010203040NokiaSECMOTSEMCLGEiPhoneHTCRIMKWCAlcatelCEC PhilipsPantechCSKPMCNECSharpToshibaFujitsuKyocera/SanyoHitachi CasioSagemBirdLenovoTCLZTEOther OEMsOther packersLIB demand (M cells/M)SanyoSonyMBIMaxellSGSNECSDILGCBYDLishenATLBAKLIB othersLami. othersIITLIB-relatedStudyProgram08-09(January2009)Page23Copyright©2008-2009/InstituteofInformationTechnology,Ltd.(d)LIBforpowertools00.511.522.53Bosch …Bosch 18650 11PB&D 18650VT/SB&D …Dewalt 26650M1Dewalt …Makita 18650VMakita 18650VTMakita …Hitachi 26650VHitachi 18650W2Hitachi 18650SAHitachi 18650PAPanasonic …Panasonic …Ryobi 18650VTMAX Japan PrMetabo 18650SChervon 18650SHilti 18650V/SHilti 26650Regitar 18650Ferm 18650Others 18650RIDGID 26700ARIDGID 18650 …AEG 18650VRYOBI 18650E/SMilwaukee …Milwaukee …LIB demand (M cells/M)SanyoSonyMBIMaxellSDILGCLishenE‐OneA123LIB others(e)LIBforgamesmachines0123Nintendo DS Lite/DsiNintendo othersSony PSPSony PS3 controllerLIB demand (M cells/M)SanyoSonyMaxellNECIITLIB-relatedStudyProgram08-09(January2009)Page24Copyright©2008-2009/InstituteofInformationTechnology,Ltd.(f)LIBforDSC00.511.5Canon CyCanon PrSony CySony PrSony PolyNikon CyNikon PrNikon PolyOlympus CyOlympus PrOlympus PolyPanasonic CyPanasonic PrCasio CyCa