Henan Dongfanglong Machine Manufacture Co., Ltd , https://www.eastlongmachine.com
On January 3rd, Asian Chemicals Consulting predicted that China's lithium battery market will maintain a 30% increase in the next few years, and the market's driving force will mainly come from consumer electronics and small power batteries. In recent years, the application of lithium-ion batteries in the large-scale energy storage and electric vehicles is difficult to grow rapidly, and related listed companies will still face development difficulties. In addition, due to environmental constraints, some lead-acid battery companies will transition to the lithium battery business will also become a trend.
Lithium-ion battery production is mainly concentrated in China, Japan and South Korea, of which Korean manufacturers have developed rapidly in recent years. According to the Japanese market research organization TSR data, in 2011, the Korean company’s market share in the global lithium-ion battery market reached 39%, surpassing Japan (35%) for the first time to become the world’s largest lithium-ion battery producer. Among South Korean companies, Samsung SDI has a global market share of 23% for lithium-ion batteries and 16% for LG Chem. Among Japanese companies, Matsushita has 24% and Sony has 8%. Lithium battery manufacturers in South Korea have had an impact on Japanese companies. In November 2012, public information revealed that Sony is discussing the sale of its battery business.
In 2012, the total lithium-ion battery production in China was about 4 billion, an increase of about 33% over the previous year. Producers based in China, including Lishen, ATL, BYD, Bick, etc. In 2012, global and China lithium-ion battery demand continued to grow. Asian Chemicals Consulting predicts that China's lithium battery market will still maintain a 30% increase. The market is driven mainly by consumer electronics and small power batteries, including laptops (including tablets), smart phones, and electric bicycles (mainly in China). . In recent years, the application of lithium-ion batteries in large-scale energy storage and electric vehicles has been difficult to achieve rapid growth, and related listed companies will face development difficulties.
Due to the expected short-term demand for large-scale lithium-ion battery power, battery and materials makers have slowed down the pace of capacity expansion. In October 2012, LG Chemical said that its vehicle lithium-ion battery plant in Michigan will be postponed. The plant has a total investment of 303 million U.S. dollars, of which 150 million U.S. dollars come from the U.S. Department of Energy and annually produces 5-20 million sets of lithium-ion battery packs. It was originally planned to be operational in 2012. In December 2012, Mitsubishi Chemical will freeze its plan to increase production of lithium-ion battery materials by 30 billion yen, which will be postponed until at least 1 to 2 years. China's electrolyte plant just completed in October will also be suspended.
In general, although there is hardly any breakthrough in energy storage applications and electric vehicles within 3-5 years, the market for lithium-ion batteries still has room for growth, driven by consumer electronics and small power batteries. In addition, due to environmental constraints, some lead-acid battery companies will transition to the lithium battery business will also become a trend.
The 2013 China Lithium Battery Assembly and Key Materials Seminar will be held in Shanghai on January 16-17. The conference will discuss future policies and industry development trends, lithium battery application market outlook, lithium battery advanced manufacturing process, equipment and system solutions, key materials and lithium battery performance optimization and cost control.