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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
1.1 Global LIB Market Share Status and Forecast for Major IT Applications Figure 1.1.1 Global LIB Market Share Status and Forecast for Major IT Applications [2011 ~ 2018(F)]
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(Source : SNE Research)
2011 2012 2013E 2014F 2015F 2016F 2017F 2018F
HHP Notebook Tablet PowerTool
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Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
Figure 1.1.2 LIB Type Status and Forecast [2011 ~ 2018(F)]
(Source : SNE Research)
2011 2012 2013E 2014F 2015F 2016F 2017F 2018F
Pr Po Cy
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Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
Figure 1.3.2 Global IT LIB Utilization Status and Forecast [2012 3Q ~ 2013 4Q(E)]
Table 1.3.2 Global IT LIB Utilization Status and Forecast [2012 3Q ~ 2013 4Q(E)]
(Source : SNE Research)
(Source : SNE Research)
3Q12 4Q12 1Q13(E) 2Q13(E) 3Q13(E) 4Q13(E) 2011 2012 2013(E)
Cy Pr Po
3Q12 4Q12 1Q13(E) 2Q13(E) 3Q13(E) 4Q13(E) 2011 2012 2013(E)
Cy 72.2% 73.5%
Pr 76.2% 81.3%
Po 86.3% 76.5%
Total 77.0% 77.2%
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
1.4 Global White Box Market Status and Forecast for Tablet PC
Figure 1.4.1 Global White Box Market Status and Forecast for Tablet PC [1Q 2013y ~ 4Q 2013y(E)]
(Source : SNE Research)
(Unit : 10K)
0
500
1000
1500
2000
2500
1Q_13 2Q_13 3Q_13 4Q_13
Apple White Box SEC ASUS Amazone MS Etc
- The shipment of LCD panel for tablet PC is expected to be 230 million units in 2013.
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
1.4 Global White Box Market Status and Forecast for Tablet PC Figure 1.4.2 Global White Box Market Status and Forecast for Tablet PC
Smart phone Tablet PC LIB
1st Grade market 2nd Grade market
1st Tier 2nd Tier
White box
(Source : SNE Research)
Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
(Source : SNE Research)
Figure 1.4.3 Global Tablet Status and White Box
TFT-LCD Panel
Spec. Low-end Mid-end High-end Price Range $50~100 $100~200 $200~300
Display size 7”~9.7” 7”~10.1” 8”~11.6”
Display mode TN/IPS TN/IPS IPS
Resolution
800*480 800*600 1024*600 1024*768
1024*600 1024*768 1366*768 1280*800
1280*800 1920*1200 2048*1536
LIB
White Box Tablet ODM/OEM Maker Brand
Agent
Open cell
LCM
1.4 Global White Box Market Status and Forecast for Tablet PC
Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
1.5 Impact of Tesla and Cylindrical Battery Market Forecast Figure 1.5.1 Cylindrical Battery Market Forecast [2011 ~ 2018E]
(Source : SNE Research)
(Unit : Mil pcs)
2011 2012 2013E 2014F 2015F 2016F 2017F 2018F
Cylindrical Demand
Plus 1,000 Mil Cell
The demand of cylindrical battery was previously expected to decrease from 2014 but due to the following reasons the demand is to increase from *** hundred million cells to ** hundred million cells by 2015. 1) Additional demand of ***~*** million cells from Tesla (EV). 2) 30% growth expected in batteries for power tools (*** million cells in 2013 to *** million cells in 2015). Already reflected in the data. 3) Additional demand of 150 million cells in expected for New Application due to the growth of Power Bank and E-Bike.
2011 2012 2013E 2014F 2015F 2016F 2017F 2018F
Cy Po Pr
Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
Figure 1.5.2 Cylindrical Battery Demand Forecast of Tesla [2012 ~ 2015E] - Optimistic Forecast
(Source : Industry Data & SNE Research)
(Unit : Mil pcs)
1.3%
10.9%
25.6%
53.0%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
0
200
400
600
800
1000
1200
1400
1600
1800
2012 2013E 2014E 2015E
Total_Cy NB PT New App EV(Tesla) EV_Ratio
1.5 Impact of Tesla and Cylindrical Battery Market Forecast
Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
Figure 1.5.5 Sales Forecast by Tesla’s Model and Battery Supplier Status [2012 ~ 2015E]_Conservative Forecast
(Unit : Mil pcs)
2012y 2013y 2014y 2015y
Tesla Roadster Tesla Model S Tesla Model X
2012y 2013y 2014y 2015y
Panasonioc 2nd Vender Total
Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
2.1 Global LIB Market Status and Forecast
2.2 Global LIB Market Status and Forecast for IT Application
2. Global LIB Market Status and Forecast (2011 ~ 2018F)
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Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
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2.1.1 Global LIB Market Status and Forecast Figure 2.1.1.1 Global LIB Market Status and Forecast (2011y ~ 2018F) – Sale Amount
(Source : SNE Research)
(Source : SNE Research)
2.1 Global LIB Market Status and Forecast
Table 2.1.1.1 Global LIB Market Status and Forecast (2011 ~ 2018F) – Sale Amount
(Unit : Mil USD)
(Unit : Mil USD)
2011 2012 2013E 2014F 2015F 2016F 2017F 2018F
ESS xEV IT
2011 2012 2013E 2014F 2015F 2016F 2017F 2018F CAGR
IT Mil US$ 10,479
xEV Mil US$ 1,127
ESS Mil US$ 184
Total Mil US$ 11,791
Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
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Figure 2.1.1.2 Global LIB Market Status and Forecast (2011 ~ 2018F) – Sale Proportion
(Source : SNE Research)
(Source : SNE Research)
Table 2.1.1.2 Global LIB Market Status and Forecast (2011 ~ 2018F) – Sale Proportion (Unit : %)
(Unit : %)
2011 2012 2013E 2014F 2015F 2016F 2017F 2018F
IT 88.9%
xEV 9.6%
ESS 1.6%
2011 2012 2013E 2014F 2015F 2016F 2017F 2018F
ESS xEV IT
Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
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Figure 2.1.1.3 Global LIB Market Status and Forecast (2011 ~ 2018F) – Volume Amount
(Source : SNE Research)
(Source : SNE Research)
Table 2.1.1.3 Global LIB Market Status and Forecast (2011 ~ 2016) – Volume Amount (Unit : MWh)
(Unit : MWh)
2011 2012 2013E 2014F 2015F 2016F 2017F 2018F CAGR
IT MWh 29,132
xEV MWh 1,409
ESS MWh 230
Total MWh 30,771
2011 2012 2013E 2014F 2015F 2016F 2017F 2018F
ESS xEV IT
Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
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Figure 2.1.1.4 Global LIB Market Status and Forecast (2011 ~ 2018F) – Volume Proportion
(Source : SNE Research)
(Source : SNE Research)
Table 2.1.1.4 Global LIB Market Status and Forecast (2011 ~ 2016) – Volume Proportion (Unit : %)
(Unit : %)
2011 2012 2013E 2014F 2015F 2016F 2017F 2018F
IT % 94.7% 91.1% 87.1% 84.4% 80.3% 74.7% 69.1% 63.0%
xEV % 4.6% 8.1% 10.7% 13.1% 16.3% 21.3% 26.4% 32.0%
ESS % 0.7% 0.8% 2.2% 2.4% 3.4% 4.0% 4.5% 5.0%
94.7% 91.1% 87.1% 84.4% 80.3% 74.7% 69.1% 63.0%
4.6% 8.1% 10.7% 13.1% 16.3% 21.3% 26.4% 32.0%
0.7% 0.8% 2.2% 2.4% 3.4% 4.0% 4.5% 5.0%
2011 2012 2013E 2014F 2015F 2016F 2017F 2018F
ESS xEV IT
Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
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3.1 SDI
3.2 LG Chemical
3.3 Panasonic
3.4 Sony
3.5 Maxell
3. LIB Supply Status by Application and Customer
3.6 ATL
3.7 BAK
3.8 BYD
3.9 LISHEN Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
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3. LIB Supply Status for IT Application by Company
(Source : SNE Research)
(Unit : Mil Cell)
1Q 2013 2Q 2013 3Q 2013 4Q 2013(E)
SDI LGC Panasonic Sony Maxell ATL BAK BYD Lishen Coslight China Others
Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
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3. Global LIB Supply Status for IT Application by Company
(Source : SNE Research)
(Unit : Mil Cell)
1Q 2013 2Q 2013 3Q 2013 4Q 2013(E)
China Others
Coslight
Lishen
BYD
BAK
ATL
Maxell
Sony
Panasonic
LGC
SDI
1Q 2013 2Q 2013 3Q 2013 4Q 2013(E)
China Others
Coslight
Lishen
BYD
BAK
ATL
Maxell
Sony
Panasonic
LGC
SDI
Table 3.1 Global LIB Supply Status for IT Application by Company
SDI LGC Pana Sony Maxell ATL BAK BYD Lishen Coslight China Others Total 1Q 2013 2Q 2013 3Q 2013
4Q 2013(E) Total M/S
Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
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4.1 SIMPLO
4.2 DYNAPACK
4.3 CELXPERT
4.4 STL Technology
4. Four Major Taiwan Packers’ SCM Status
Sample
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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application
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11_1Q 11_2Q 11_3Q 11_4Q 12_1Q 12_2Q 12_3Q 12_4Q 13_1Q 13_2Q 13_3Q 13_4Q(E)
2.2Ah 1.6
2.8Ah 2.75
3.0Ah 3.55
Figure 5.1.1 Cylindrical 18650 LIB Price Status [2011_1Q ~ 2013_4Q(E)]
Table 5.1.1 Cylindrical 18650 LIB Price Status [2011_1Q ~ 2013_4Q(E)]
(Unit : USD/Celll)
(Unit : USD/Celll)
(Source : SNE Research)
(Source : SNE Research)
5.1 Cylindrical 18650 LIB Price Status
11_1Q 11_2Q 11_3Q 11_4Q 12_1Q 12_2Q 12_3Q 12_4Q 13_1Q 13_2Q(E) 13_3Q(E) 13_4Q(E)
2.2Ah 2.8Ah 3.0Ah
Sample