EnergyTrend: Lithium Battery Price Trend

published: 2016-10-27 10:03 | editor: | category: Analysis

Hurt by Samsung’s battery fires, the battery market initially showed concern in the source of problematic batteries and design flaws. However, the fact that batteries are hitting the limit of capacity might be the underlying reason that forces battery makers to sacrifice safety over ultra-high capacity. The result severely hurt an international smartphone brand’s reputation.

The battery that catches fires are polymer battery cells. Samsung called for halt of manufacturing following a month-long chaos. However, the supply-demand sufficiency is not disturbed by the halt.

Cylindrical battery cells market witnessed high demand as Chinese market’s demand in logistics vehicles using new energy contributed to the growth. Meanwhile, the demand of pedelec is rising as well. Under strong demand, both the price for IT and power applications remain moderate upward trend in September 2016.

Thanks to safety concern in polymer battery cells, ATL’s gaining higher market share as it gradually monopolize the market with prices. Meanwhile, the dominating position of Korean battery prices is weakening. Currently the striking difference in production capacity between ATL and Korean manufacturers cannot be altered within two years. The price drop of polymer battery cells will halt as demanded spec rise, customized appearance and varied supply. Polymer battery cells’ advantages in diversified supplies or innovative ID design in its products keep them irreplaceable. In the fourth quarter of 2016, it’s projected that the price of polymer battery cells to continue growing.

Prismatic cells take advantages in prices and cycle life. Meanwhile, it’s relatively difficult for prismatic cells to replace polymer cells, which prismatic cells’ market erosion can only be found in cylinder cells market. On the other hand, the market share in notebook market hasn’t seen significant growth. The supply- demand balance projected unchanged price in the second half of 2016.

Lithium Battery / Electric Vehicle Report
Content Format Frequency Price
Lithium Battery Price Trend 
.Quarterly price change- cylindrical, polymer and prismatic batteries
 /  Quarterly
( Mar., Jun., Sep. Dec.)
USD 4,000/Annual
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
 / 
 
For further information please contact:
 
Joey Ho (Taipei)
 
joeyho@trendforce.com
 
+886-2-8978-6488 ext. 916
 
 
 
Joanne Wu (Taipei)
 
joannewu@trendforce.com
 
+886-2-8978-6488 ext. 912
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