Lithium-ion batteries: polymer, EV and ESS are the market prospects

IT lithium-ion battery: polymer is the direction IT batteries are mainly three types, round batteries (45%), square batteries (37%), polymer batteries (18%), among which the development momentum of polymer and square is relatively good. Polymer batteries are the most expensive, but they are the lightest and thinnest and have 40% energy storage advantages. Currently, all Apple products use polymer lithium-ion batteries. In the future, the thinner and lighter trend of smartphones, tablet computers and Ultrabooks will be an important driving force for the growth of polymer batteries. In addition, the polymer is highly customized, and the packaging, capacity and shape are all possible. According to customer needs, its suppliers also include ATL, Lishen, LGCHEM and SONY. EV battery for electric vehicles: Just starting the company and BMW have just demonstrated the i3 model in Frankfurt. The current revenue is only RMB 600 million. It is expected to reach 4 to 5 billion in 2013, and the entire market can reach 100 billion in 2015. The price of i3 battery 1KW is 800 US dollars. Half of the pure electric vehicle will be the battery price. After mass production, it is expected to be reduced by half. The industry sees that the operating profit margin can reach 10% in the long run. ESS energy storage battery: ESS with explosive power is mainly used for solar and wind energy. At present, the demand of Japanese households is growing rapidly. SDI has signed contracts with related Japanese companies for about 6 billion RMB in 3 years. The current price of 1KW is greater than US$800, and 10KW is about the electricity consumption of 4 to 5 households. In addition, Japan is planning to launch a household subsidy program, if it can be paid to 1KW300 US dollars, the market is expected to expand 3 to 4 times, and ESS is expected to grow very fast in 12 years. PV solar energy: In the Ru0026D stage, SDI is mainly engaged in the research and development of crystalline silicon cells in the early stage, but in the future, the focus will be on thin film cells, such as the new generation of copper indium gallium selenium thin film cells, which will have 12-13 years of business reserves. Investment enlightenment We focus on IT batteries. Polymer lithium-ion batteries will be the best direction for future development in this field. Smart phones, tablets and Ultrabooks will be the key drivers in the future. The mainstream market for battery cells will still be dominated by Japanese and Korean manufacturers, but for assembly, mainland manufacturers have opportunities. For example, polymer lithium-ion battery packaging is currently done by manufacturers designated by end customers and has good major customers. The relationship, cost advantages, and manufacturers with excellent power management module manufacturing capabilities are expected to have growth opportunities, but whether this industry has enough barriers to ensure that the volume increase will not be squeezed by competitors and price drops need to be considered. Risk issues. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous article: Many smart locks use dry batteries instead of lithium-ion batteries. Why?