IIT+E10Q2+1LIB+market+日本知名锂电行业研究机构IIT报告

IITlIB-relaledSludyProgram1o-11(ApriI2010)Introduction:TheStartoftheLlB-relatedStudyProgram10-11IIThasbeenrunningthisbatte叩relatedmulti-clientprojectsince2000,andthepreviousLlB-relatedStudyProgram09斗。wasthetenthedition.Markingourtenthyear,weshiftedtowritingandpublishingmonthlyreportsoverthetwelvemonthsofthestandardaccountingyearusedbyJapanesecompan阻s，fromApriltoMarch,andaddedtheelectricpowerandpowerstoragefield.Inthis10-11program,whichhasthesamebasiccomposition,weaimtodeliverinformationinamoretimelymannerandexpandourinformationandanalysisoftheelectricpo叭erandpowers1-时'age们创dPortabledevices,whicharethenumberoneLlBapplication,havepassedthroughaslumpthatextendedfromthesecondhalfof2008throughthefirsthalfof2009,andarenowbackinagrowthphase.Thegrowthofthenotebookcomputermark.etin2010isparticularlystrong.P川smaticandpouchcells,whicharemainlyusedincellularhandsets,achievedslowbutsteadygrowth,andhaveenteredaperiodofrobustdemandgrowth,supportedbytheemergenceofnewdevicessuchasE­booksandMobileInternetOevices(MI口时，ofwhichtheiPadisthemainexampleThisfavorablesituationbringsthepossibilitythatSanyo(asasinglecompany)couldstoptheoverwhelmingmomentum、响thwhichSamsungS口1wereexpectedt，。。vertakethem.Aswewillexplainindetailinthischapter,thetotalvolumewillgrowbynearly30%,andSanyo,whohaveamplesup川ycapaαty，willbeinawell­matchedracewithSOIthatwillrequirefullproductionofcylindric剧，prismaticandpouchcells.Nevertheless,whenoneconsidersalltheelementsof口巳口，theSouthKoreans,includingLGC,aresuretotakethetoptwopositionsinthelongterm.Inthisfield,wewillcon西ntrateonanalyzingthestateofcompetitionbetweencellsupplie阳fromvariousaspects,suchascaptureofcustomersandapplications,pri田andcost,andstrategies,includinginvestmentAutomotiveLlB,these吧。ndLlBap川ication，startedproductionforHEVsandBEVsin2009,withnoseriousproblems.In2010,productionandsaleswillbeginfortwakeyproductswhichwillindicatehowfarthemarketwillexpandinfuture.TheyaretheLeafBEVmass-praducedbyNissan,andtheChevyValt,mass-producedbyGMBy2012,AESC,whawillbetheLlBsupplierfarNissan,willbeabletousetheproductionvolumefor200，口00ca目ayeartosecurelowpricesforthepartsandmaterialsforpacksandcells.ThatwillgivethemanunassailablecostadvantageovercompetitorsandbringdownBEVprices.Theissueistheestablishmentandaccumulaüonofmassproductiontechnologyandexpertise:Simplyput,cantheyactuallymakethebatteriesγAIIeyesarewatchingtoseewhetherajointventureledbyanautomanufacturer(Nissanhasa51%investment)canbecomeaba忧e叩supplier.Conversely,GSYuasa,ledbyaba忧e叩manufacturerwitha51%investment,havesucceededinsta川ingupproduction,withaconservatively剑OWpaceandsemi-automaticequipment.Theirvolume,however,willnotyieldcostreductions,sotheyhaveplansforasuccessionofproductionexpansionsinKusatsu,KyotoandRitto.ThequestionsarewhethertheiMiEVwillsellandwheth町costswillcomedownFortheGMChevyVolt,thesupplierwillbeLGC,whohavealreadysucceededincommissioningafullyautomaticlinetosupplyV4HEV田IIstoHyundaiandfacefewhurdlesinputtingtheirP1PHEVcellsintoprc国uction.LGCbeganworkingondevelopingautomotiveLlBinthefirsthalfofthe2000s,andtheyarestrongincellstructuresandmanufacturingpr。但自由forcellssimilartothepouchtypeusedforportabledevices.In∞ntrasttoN自由n'ssituation,theyhavenoproblemwithactuallymakingthebatteries,sotheremainingissueiswhetherthecarswillsell.LGChavethecel1s,sotheyhavesucceededinaddingasuccessionofnewcustomers,Hyundai,GM,Eaton,ChanaAutomobileandVolvo,andtheyhaveothercustomerstheyhavenotannouncedyet.Theyaimtobuildtheirvolumeacrossapo同folioofPage1-1Copyrigh惚n010-201111nsliluteofInformalionTechnology,LtdIITlIB-relaledSludyProgram1o-11(ApriI2010)customers.AsindependentLlBmanufacture阳，SanyoandSBL(SB-LiMotive)alsoaimtoselltomultiplecustomers,butLGChaveaclearleadatpresentQvertwentysuppl阻rsinJapan,SouthKorea,EuropeandNorthAmericahavealreadyannouncedthemselvesasautomotiveLlBmanufacturers.Howeverpromisingthemarketis,thereisnotroomforallthesesuppl阻rstomovein,andtheycannotallsurvive.Inexactlythesamewayasintheportabledevicesfield,thosewhocansup川yhigh-performanceLlBatlowprices时11win.Thatvict。叩assumes，ofcourse,themajorpreconditionsthattheycanestablishastablemassproductionsystemandensuresafety.Inthisfield,we恻11focusourinvestigationonthekeypointsofthematerialscombinationsandmassproductioninvestmentsoftheautomotiveLlBmanufacturers,theequipmenttheyinstall,thecustomerstheygain,andtheircos饵，amongothers口ntheotherhand,theChinesemanufacturers,whohavenottakenamajorpositionintheportabledevices们eld，aimtocapturedomesticdemandforautomotiveLlBSAIChaveformedaJVwithA123andChanahaveasupplycontractwithLGC,soforeignsuppliersarestartingtoencroach,butmanylocalmanufacturersaimtoestablishthemselvesinmarketsspecifictoChina,suchasbusesandLEVs1.BY口，Lishen,BAKandATL,thefourheavenlykingsofChinaintheportabledevicesLlB们创d，willcertainlybeinthemarket,aswillPhylion,Thunde厄ky，Wanxiangandothe陌fromthedrivepowerfield.ItishardtoimagineBEVsfromChineseautomanufacturersandLlBfromChinesemanufacturersbecomingmajorplayersinthemainQEMmarketsofthewo叫d，soweareconsideringexaminingtrendsinChinaseparatelyfromouranalysisofJapa