XXXX锂电池行业发展分析jaa.pptx

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1、5/21/2023|Page 1 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.Company Profile and Service SnapshotALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.2010锂电池行业发展锂电池行业发展5/21/2023|Page 2 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RI

2、GHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.Industries covered DRAM,Flash No.1 Worldwide LCD Top-tier LED No.1 Worldwide Green EnergyVertical Industry Service ProviderMarket ResearchMediaB2BCustomersTop-tier Companies in the IndustryInvestment Banks,Fund Management FirmsBusiness

3、 Model&Scope5/21/2023|Page 3 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.Our Research Category Market Intelligence (DRAM,Flash)(LCD Panel)(LED)(PV,EV/Battery)5/21/2023|Page 4 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION P

4、ROHIBITED WITHOUT WRITTEN PERMISSION.EnergyTrend Market Intelligent Service EnergyTrend Market Intelligence ServiceStandard Price:USD 3,000 Silver Member Service-PVAbove USD 12,000 Customized Report ServiceStandard Price:USD 3,000 Silver Member Service-EV/Battery5/21/2023|Page 5 EnergyTrend:2010 锂电池

5、行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.Silver Member Service-EV/BatteryStandard Price:3,000 USDUpdate Frequency:QuarterlyReport format:PPTQuarterly Price Information(EXCEL)Quarterly Price Information(EXCEL)MaterialCellPackQuarterly Market Trend (PPT)Quarte

6、rly Market Trend (PPT)xEVs Market Overview and ForecastBattery Market Overview and ForecastEnergy Trend Web Promotion Energy Trend Web Promotion News Release5/21/2023|Page 6 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.1.锂电池市场现况锂电池市场现况消费型商品与能

7、源型商品应用消费型商品与能源型商品应用2.锂电池商品分析锂电池商品分析成本结构成本结构价格趋势价格趋势3.经营策略经营策略供应链与经营策略供应链与经营策略4.市场趋动力市场趋动力趋动力分析趋动力分析台湾锂电产业现况台湾锂电产业现况纲要纲要5/21/2023|Page 7 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.1.锂电池市场现况锂电池市场现况消费消费性性商品与能源商品与能源性性商品应用商品应用2.锂电池商品分析锂电池商品分析成本结

8、构成本结构价格趋势价格趋势3.经营策略经营策略供应链与经营策略供应链与经营策略4.市场趋动力市场趋动力趋动力分析趋动力分析台湾锂电产业现况台湾锂电产业现况5/21/2023|Page 8 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.锂电池随着消费性产品应用逐年成长锂电池随着消费性产品应用逐年成长Source:EnergyTrendMarketProductStrategyPolicyNi-Cd:Due to pollution pro

9、blems,the use of Ni-Cd batteries limits to the medical and military areasNiMH:Much use in automatic area,but less in consumer productsLIB:Have been stably growing with the demand of consumer applications5/21/2023|Page 9 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITH

10、OUT WRITTEN PERMISSION.MarketProductStrategyPolicySource:EnergyTrend 2010.07Consumer product:increases stably,including NB,mobile etc.Power product:rises dramatically in the PS,automatic markets due to increasing the energy conservation business锂电池随着锂电池随着能源能源性产品应用逐年成长性产品应用逐年成长5/21/2023|Page 10 Energ

11、yTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.在纯电动车推出前在纯电动车推出前 油电混合车在电动车市场仍为主流油电混合车在电动车市场仍为主流Note:PEV includes a variety of rechargeable xEVs,mainly concentrated on PHEV and BEVVehicle typeMarket penetrate201020152020HEV(Parity)PEV(Charging Conveni

12、ence)HEV:60%PEV:5%HEV:1.5%PEV:0%HEV:80%PEV:20%uDifferent challenges have influence the vehicle market,and so does the xEVs type.uBattery demand depends on the mainstream of vehicle.uHybrid will keep cost down to penetrate more than subsidy market.Source:EnergyTrend 5/21/2023|Page 11 EnergyTrend:2010

13、 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.锂电池与电动车发展趋势锂电池与电动车发展趋势With lower battery system technology of threshold,HEV will be the mainstream of xEXsMarketProductStrategyPolicySource:EnergyTrend 2010.075/21/2023|Page 12 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL

14、RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.NB电池电池占锂电池总数量位居首要电池电池占锂电池总数量位居首要MarketProductStrategyPolicySource:EnergyTrend 2010.07Mobile:use single cell;have low technical barrier;produce in ChinaNB:use 612 cells,have consistent quality of cell;produce in Japan and Korea5/21/20

15、23|Page 13 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.韩国电池产业版图逐渐扩展韩国电池产业版图逐渐扩展MarketProductStrategyPolicySource:EnergyTrend 2010.07Reasons for Rising Shipment of Korean Batteries Human Resource:draw talented professional Price:balance betwe

16、en price and qualityMarketing:increase the chance of adopting system plants by packaging5/21/2023|Page 14 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.1.锂电池市场现况锂电池市场现况消费消费性性商品与能源商品与能源性性商品应用商品应用2.锂电池商品分析锂电池商品分析成本结构成本结构价格趋势价格趋势3.经营策略经营策略供应链与经营策

17、略供应链与经营策略4.市场趋动力市场趋动力趋动力分析趋动力分析台湾锂电产业现况台湾锂电产业现况5/21/2023|Page 15 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.市场变化市场变化第三季展望第三季展望-疑虑之中仍有期待疑虑之中仍有期待Source:EnergyTrend 2010.07MarketProductStrategyPolicyPerhaps materials are sufficient,the supply

18、and demand completely depend on the Q3 outlook.EnergyTrend estimated that the battery business growth is less than 5%1.Win7 is used in companies and schools2.Lack of labors in Q1 and the European debt crisis in Q2 result in weak demand in Q3.EnergyTrend forecasted that the business in Q3 improved af

19、ter mid August.5/21/2023|Page 16 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.台湾锂电池台湾锂电池(NB)成本分布与供应链成本分布与供应链註註.以六顆電池芯以六顆電池芯(2.2Ah)為例為例整體電池材料成本約整體電池材料成本約$15.3美元美元三洋、新力、松下三洋、新力、松下、樂金、三星、樂金、三星Price:$9.610.8TI、Renesas、MaximPrice:$1.51.8金像、佳鼎、金像、佳

20、鼎、東穎、美麗基東穎、美麗基Price:$2.2谷崧、泰永、谷崧、泰永、英濟、日新英濟、日新Price:$0.81.2MarketProductStrategyPolicySource:EnergyTrendCell is still the key component in supply chain.The cell supply mainly supports production capacity of battery module plants.5/21/2023|Page 17 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.R

21、EPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.产品变化产品变化市场需求疲软驱使价格战第二季价格战延续市场需求疲软驱使价格战第二季价格战延续MarketProductStrategyPolicySource:EnergyTrend 2010.071.Due to decreasing price,2.2Ah is still the main product2.2.6Ah will be affected by the dropping price of 2.8Ah and create crowding-out effect3.3.0Ah

22、is going to be produced,and it is expected to increase market share5/21/2023|Page 18 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.产品变化产品变化薄型电池芯与薄型电池塑料比较薄型电池芯与薄型电池塑料比较电池芯电池芯电池组装电池组装价格价格(六颗电池芯六颗电池芯+外壳外壳)$1.7 X 6+118650(2.2 Ah)一般塑料外壳一般塑料外壳(0.8 m

23、m)16650(2.2 Ah)一般塑料外壳一般塑料外壳(0.8 mm)$2.2X 6+1优势优势具成本竞争性具成本竞争性具创新议题性具创新议题性$1.7 X 6+218650(2.2 Ah)薄型塑料外壳薄型塑料外壳(0.5 mm)兼具成本与性能兼具成本与性能IMF housingNew type CellMarketProductStrategyPolicySource:EnergyTrendSource:EnergyTrendThin film products brings a new issue in the market5/21/2023|Page 19 EnergyTrend:201

24、0 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.动力锂电池应用领域广泛动力锂电池应用领域广泛Power typeEnergy typeLEV,power tool2002kWCity car,Golf car110kWHybrid vehicle 10kWPV,wind1kWUPS20kWMarketProductStrategyPolicySource:EnergyTrendSource:EnergyTrend1.Price2.System IntegrationF

25、actors of Li Battery Development1.Products Life Time2.Charging Facilities5/21/2023|Page 20 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.成本比例因类型而差异性大成本比例因类型而差异性大26%24%22%18%6%4%Power cell cost ratio(%)CathodeGraphiteSeparatorElectrolytebinderO

26、ther45%12%10%22%6%5%Energy cell cost ratio(%)CathodeGraphiteSeparatorElectrolytebinderOtherSource:EnergyTrendMarketProductStrategyPolicyEnergy Storage Battery:development mainly depends on energy density since unit cost.The cost of the cathode material accounts for 45%.High Power Battery:Because of

27、strict demand on the life time,the consistent quality of materials is requested.The costs of material are evenly distributed.5/21/2023|Page 21 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.1.锂电池市场现况锂电池市场现况消费消费性性商品与能源商品与能源性性商品应用商品应用2.锂电池商品分析锂电池

28、商品分析成本结构成本结构价格趋势价格趋势3.经营策略经营策略供应链与经营策略供应链与经营策略4.市场趋动力市场趋动力趋动力分析趋动力分析台湾锂电产业现况台湾锂电产业现况5/21/2023|Page 22 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.消费性产品锂电池的合作布局消费性产品锂电池的合作布局EMSPack companyMulti cell(Cylindrical)Pack companyBrand companyCell c

29、ompanyDesign inBrand companySingle cell(Prismatic)Cell companyEMSMarketProductStrategyPolicySource:EnergyTrendSource:EnergyTrendOrganizationPCMSoftwarePackModuleBy NegotiationBy Projects 5/21/2023|Page 23 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PER

30、MISSION.消费性产品电池的进化选择消费性产品电池的进化选择平價平價輕薄輕薄輕薄輕薄&平價平價Normal CylindricalCapacity:2.2Ah,Price:$1.7PrismaticEnergy density:1.21.5XPrice:$1.32.0XThinner CylindricalCapacity:2.02.2Ah Price:1.3X1.5XMarketProductStrategyPolicySource:EnergyTrendSource:EnergyTrend5/21/2023|Page 24 EnergyTrend:2010 锂电池行业发展锂电池行业发展

31、 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.NB电池芯与电池组装在供给需求间的合作关系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分工对电池芯厂的保障CellPack(cell house)Brand(including OEM/ODM)Cellcompany Packcompany C-1C-2P-1P-2When cell supply forecast(market demand),C-1need P-1 support(extra cell need pack house

32、 rearrange)When cell supply forecast(market demand),P-1 need C-1 support(Cell source can be dominate by Cell companyPack A(pack house)Pack B(pack house)P-3P-4MarketProductStrategyPolicySource:EnergyTrendSource:EnergyTrend5/21/2023|Page 25 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCT

33、ION PROHIBITED WITHOUT WRITTEN PERMISSION.NB电池芯与电池组装在价格平衡的合作关系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分工对品牌厂的保障CellPack(cell house)Brand(including OEM/ODM)Brand need pack business outsourcing to make the component price more reasonable Pack A(pack house)OutsourcingDrive the Price reasonablePack B(pack house)X%(

34、1-X)%MarketProductStrategyPolicySource:EnergyTrendSource:EnergyTrend5/21/2023|Page 26 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.车辆产业的锂电池布局车辆产业的锂电池布局電池組電池組Cell CompanyCell companyPack companyCar company品牌品牌電池芯電池芯Module companyTier supplierC

35、hemistryElectronic&ChemistryElectronic&Mechanical Source:EnergyTrendSource:EnergyTrend5/21/2023|Page 27 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.1.锂电池市场现况锂电池市场现况消费消费性性商品与能源商品与能源性性商品应用商品应用2.锂电池商品分析锂电池商品分析成本结构成本结构价格趋势价格趋势3.经营策略经营策略供应链与经营策略供

36、应链与经营策略4.市场趋动力市场趋动力趋动力分析趋动力分析台湾锂电产业现况台湾锂电产业现况5/21/2023|Page 28 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.电动车产业趋动力电动车产业趋动力Climate changeAir qualityNew GreenIndustryInfluenced areas have spread from polar to the tropicsMore than 60%CO2 emiss

37、ion from vehicleBring new industry values&new job opportunitiesSource:EnergyTrendSource:EnergyTrendEV development needs the policy to support in the beginning,and climate changes always deeply influence the way of living5/21/2023|Page 29 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTI

38、ON PROHIBITED WITHOUT WRITTEN PERMISSION.电动车产业挑战电动车产业挑战TechnicalPolicyBusiness Battery:safety,cost,life Power Electronic:improved processInfrastructure:electric structure,power plant policyTax lose(oil consuming)Industry benefit balance Profitable business modelfor car companies and operation system

39、 service Source:EnergyTrendSource:EnergyTrendChallenges come from different aspects,and only the complete collocation can contribute the comprehensive development of EV5/21/2023|Page 30 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.消费性产品与动力产品主

40、要应用发展驱动力消费性产品与动力产品主要应用发展驱动力EVs MarketHEVPHEVBEVConsumerProductsCell PhoneNB1.Increasing penetration rate of communication facilities in emerging markets1.Breakthrough on thin film battery price2.Rising penetration rate of the Internet connection1.HEV meets the Euro IV emission standard in advance2.I

41、mproved technology1.Cell price dropped to$400/kWh2.PHEVs price is not more than$30,0001.Cell price declined to$250/kWh2.Increasing penetration rate of charging facilitiesMain Factors5/21/2023|Page 31 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSI

42、ON.台湾电池产业发展多元却仍未能垂直整合台湾电池产业发展多元却仍未能垂直整合LMOLFPNMCMarketProductStrategyPolicySource:EnergyTrendSource:EnergyTrendOEM Li/Ternary compound semiconductor materialNiche market of cells and consuming applicationsOEMOver 50%of NB battery modulesMaterialsCellsModules5/21/2023|Page 32 EnergyTrend:2010 锂电池行业发展

43、锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.台湾电池产业类型多元台湾电池产业类型多元CompanyCompanyProduct Product TypeTypeChemistryChemistryVoltage(V)Voltage(V)E-One Moly E-One Moly cell-cylindrical18650LMO3.6cell-cylindrical18650NMC3.8cell-cylindrical18650LCO3.7cell-cylindrical26700L

44、MO3.6cell-cylindrical26700NMC3.8Phet Phet cell-cylindrical18650LFP3.2PSI PSI cell-cylindrical40138LFP3.2cell-cylindrical40138LFP3.2GPGPcell-oblongsonata 4400LCO3.7cell-oblongswing 4400LCO3.7Lyno-power Lyno-power cell-prismatic1882130sLFP3.2cell-prismatic4882160sLFP3.2Amita Amita cell-polymer7799130L

45、MO3.6cell-polymer7799130LFP3.2PSE PSE cell-polymerxx3448LCO3.7cell-polymer74J0LFP3.2cell-polymerA5J0LFP3.2Synergy Synergy cell-polymer606168LCO3.7cell-polymer5799130LFP3.2EXAEXAcell5548135LCO3.8cell7523192NMC3.7cell/LMO3.6cell/LFP3.2Source:EnergyTrendSource:EnergyTrend5/21/2023|Page 33 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.更精彩的内容请更精彩的内容请上集邦新能源网上集邦新能源网http:/ 34 EnergyTrend:2010 锂电池行业发展锂电池行业发展 ALL RIGHTS RESERVED.REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.演讲完毕，谢谢观看！