EnergyTrend Lithium Battery in IT Products and Power Application Market Report

High Cost of Cobalt Pushes Up Prices of Lithium Batteries for IT Devices by More Than 15% Between First and Second Quarter

Compared against the average of the January to March period, prices of lithium batteries for IT devices have already risen by more than 15%, reports EnergyTrend, a division of TrendForce. The price trend of IT batteries started to turn in the fourth quarter of 2016, when the global cobalt market saw rising prices and China placed greater restriction on the domestic mining of cobalt ores. In the February and March of this year, the cobalt market saw another huge price jump. As a result, the price trend of IT batteries changed from a gradual climb to a sharp upswing.
“A breakdown of the IT battery market by cell types shows that supply of cylindrical cells is shrinking steadily,” said Duff Lu, senior research manager of EnergyTrend. “The share of cylindrical cells in total IT battery supply for 2017 is projected to fall to 22%. Polymer cells on other hand will account for a greater portion of the IT battery market with their supply share growing from 40% last year to 55% this year.”

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Cylindrical and Polymer Lithium Battery Cell Price Generally Increase in 1H17

According to TrendForce’s research “Battery Silver Member Report” in 1Q17, after the lithium battery market going through high sales volume of new energy vehicles in 4Q16, booming demand for power batteries also came to an end in 1Q17. For IT applications, price increase continues from 4Q16 to 1Q17. Cylindrical and polymer batteries each see 1-2% of price rise as the capacities are affected by different factors. It’s expected that sellers will mostly be in control of prices in 2Q17.

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Lithium Battery in IT Application and New Energy Logistics Vehicles in 2017

In the latest 4Q16 Lithium Battery Silver Member report, EnergyTrend analyzes lithium battery price trend and new energy logistic vehicles market trend in 2017.
Observing cylindrical battery cell price performance, due to short-term power application growth, the cylindrical battery market saw slight tight supply in 4Q16. Furthermore, in the future, the cylindrical battery market trend in 2017 shall be consistently focused on whether Chinese cylindrical battery technology can support IT application and how the energy density performance is.
The battery consumption for new energy vehicles is estimated to be 16 GWh in 2016. Of these, 5.8GWh belonged to new energy passenger cars, and 10.3 GWh were from new energy buses. For the entire year, new energy passenger cars went through stable growth (YoY: 31%).
China has put a ban on excessive subsidy application of new energy vehicle, postponing the 2016 subsidy announcement, which in turn affected battery demand. As the investigation gradually comes to an end, demand for Chinese new energy vehicles may increase in 2017. The new energy vehicle market will therefore witness rapid growth in 2017 (YoY: +56%).

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Lithium Battery / Electric Vehicle Report
Content Format Frequency

Lithium Battery Price Trend

  • Quarterly price change- cylindrical, polymer and prismatic batteries
/ Quarterly
( Mar., Jun., Sep. Dec.)

Lithium Battery in Consumer Electronic Application Market

Supply Market
  • Brand and EMS shipment quantity of laptop and tablet PC
  • Quarterly update on capacity allocation of major battery manufacturers (actual capacity /available capacity)
    (SDI, LGC, New Panasonic, Sony, and Maxcell)
  • Quarterly update on capacity allocation of Chinese battery manufacturers since 2Q15
    (ATL、Lishan、Coslight、BYD、Veken、TMB、HYB、BAK、Haopeng、McNair、TCL、Liwinon)
Demand Market
  • Quarterly demand update on lithium battery/consumer electronic application
    (Laptop, tablet PC and handheld application)
/

Lithium Battery in Power Application Market

Supply Market
  • Quarterly update on capacity allocation of major battery manufacturers (actual capacity /available capacity)
    (SDI, LGC, New Panasonic, Sony, and Maxcell)
  • Quarterly update on capacity allocation of Chinese battery manufacturers since 2Q15
    (ATL、Lishan、Coslight、BYD、Veken、TMB、HYB、BAK、Haopeng、McNair、TCL、Liwinon)
Demand Market
  • Quarterly demand update on lithium battery/ power application
    (LEV, BEV, and Power tool)
Supply / Demand Analysis
  • Cylindrical, polymer and prismatic batteries
/

Market Demand for Solar Energy Storage Systems

  • Home / Enterprise / Industry application

Market Demand for Electric Vehicles (2015-2020)

  • Annual sales volume and sales amount of HEV/ PHEV/ BEV
/
 
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Ms. Joanne Wu
+886-2-8978-6488 ext. 912
JoanneWu@trendforce.com
Ms. Joey Ho
+886-2-8978-6488 ext. 916
JoeyHo@trendforce.com