Assessment of China's Market for Lithium-ion Batteries

Date: January 1, 2012
Pages: 205
Price:
US$ 3,522.00
Publisher: GCiS China Strategic Research
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: A161181A335EN
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Assessment of China's Market for Lithium-ion Batteries
Li-ion Batteries in China

This LPS provides an in-depth understanding of the market for lithium-ion batteries in Mainland China.

A quantitative and qualitative assessment of the following is included:
  • Market Figures
  • Competitive Analysis
  • Channel Analysis
  • Analysis by industry
  • Growth Rates & Forecasts
  • Market Opportunities
Interviewed Companies include:

BYD, BAK, Lishen, ATL, Shenzhen B&K, Mcnair, Maxell, Advanced, Shenzhen BH, Desay, Great Power, SD Realforce, Citic Guo’anMengguii, Henan Huanyu and many more.

The following figure shows a breakdown of the interviews conducted for this study.

The target market is valued at RMB 28.1 Bn - a total output of 2.4 Bn units. The largest industry segment is cell phones. The target market is valued at just under half of the total market (i.e., including exports).

Most companies in this market are either private or joint stock domestic companies.
CHAPTER 1: INTRODUCTION

I. INTRODUCTION

LPS Overview
Sections of the Study
Sampling
  Figure 1.1: Total Sampling by Target Group
  Figure 1.2: Proportion of Suppliers in Sample by Region

II. DEFINITIONS AND PROCESS

Product Definitions
Abbreviations
  Figure 1.3: Glossary of Industry Terms in English and Chinese
  Figure 1.4: GCiS Standard China Geographic Segmentation
A Note on China’s Key Industrial Output Areas
  Figure 1.5: Overview: The Pearl River Delta
  Figure 1.6: Overview: The Yangtze River Delta
  Figure 1.7: Overview: The Bohai Rim
About Limited Publication Studies

CHAPTER 2: TOTAL ANALYSIS

I. EXECUTIVE SUMMARY

Market in Sum
  Figure 2.1: Summary of Key Market Figures- Lithium Ion Batteries (2010)
  Figure 2.2: China Lithium Ion Batteries Market Breakdown
  Figure 2.3: Key Benchmark Data- China Lithium Ion Batteries Market
  Figure 2.4: Snapshot of Key Market Entry Issues
Key Findings
Market Drivers and Inhibitors
  Figure 2.5: China’s Lithium Ion Batteries Market – Drivers and Inhibitors
Key Findings
Regulatory Factors
  Figure 2.6: Main Government and Non-Government Regulatory Organs
  Figure 2.7: Relevant Non-Government Associations
  Figure 2.8: Recent Local Innovations
Market Opportunities
  Figure 2.9: GCiS China Market Opportunities Assessment (by Market Segment)
  Figure 2.10: Opportunity Matrix for Lithium Ion Batteries Suppliers by Industry
  Figure 2.11: Opportunities Ratings, by Industry (1 to 10, with 10 highest)
  Figure 2.12: Opportunity Matrix for Lithium Ion Batteries Suppliers by Product
  Figure 2.13: Opportunities Ratings, by Product (1 to 10, with 10 highest)
Expert Views
Recommendations

II. MARKET FIGURES

Key Findings
  Figure 2.14: China’s Rechargeable Li-ion Battery Market Breakdown (2011)
Supplier Revenues and Output
Market Shares – Revenues
  Figure 2.15: Market Shares by Revenues- Secondary Lithium Ion Batteries Leaders (2011)
Market Share Changes from the 2009 Study
  Figure 2.16: Market Shares by Revenues –Secondary Lithium Ion Batteries Leaders (2011) – Chart
Market Shares – Output
  Figure 2.17: Market Shares by Output- Secondary Lithium Ion Batteries Leaders (2011)
  Figure 2.18: Market Shares by Output- Secondary Lithium Ion Batteries Leaders (2011) – Chart
Revenues and Output Compared
  Figure 2.19: Market Shares by Revenue and Output– Secondary Lithium Ion Batteries Leaders (2011) – Chart
  Figure 2.20: Market Shares by Revenue and Output – LIB Leaders (2011) - Chart
  Figure 2.21: Market Shares by Revenue and Output – LIP Leaders (2011) - Chart
Revenues by Region
  Figure 2.22: Revenues by Region (Mn RMB) – Total
  Figure 2.23: China Li-ion Revenue Breakdown by Region
Regional Consumption
  Figure 2.24: Regional Consumption by End-user Industry in 2011
  Figure 2.25: Classification of Provinces by Region
Market Size Figures by End-user Industry
  Figure 2.26: Revenues by End-user Industry (Mn RMB) – Total
  Figure 2.27: Lithium Ion Market by End-user Industry - Chart
Market Size Figures by Product Segment
  Figure 2.28: Revenues by End-user Industry and Product Segment (2011)
Pricing
  Figure 2.29: High-end Pricing by Product Segment (RMB / Cell)
Value Chain
  Figure 2.30: China Secondary Li-ion Battery Market Value China (2011)
Pricing and Pricing Trends
  Figure 2.31: Average Cell Price by Product
  Figure 2.32: Reported Pricing Trends – Supplier Data
Growth Rates and Forecast
Market Growth
  Figure 2.33: Weighted Growth Rate by Li-Ion Chemistry & Composition (2011)
Forecast Methodology
Forecast
  Figure 2.34: 2006 to 2014 Lithium-Ion Market Size (Bn RMB)
  Figure 2.35: 2009 to 2015 Li-Ion Market Forecast – Chart
Forecast Analysis
  Figure 2.36: Year-on-Year Growth Rates for Projection Period
  Figure 2.37: Change in Annual Growth in Li-Ion and Core End-user Industries

III. COMPETITIVE ANALYSIS

Key Findings
Structure
Concentration of Suppliers
  Figure 2.37: Concentration of Li-Ion Battery Suppliers (Mn RMB)
Ownership
  Figure 2.38: Secondary Li-ion Suppliers by Ownership
Foreign v
  Figure 2.39: Foreign and Domestic Market Shares of Li-Ion Batteries
Market Channels
  Figure 2.40: Main Marketing Activities of Suppliers
  Figure 2.41: Key Strategic Indicators of Top Suppliers
Exports
  Figure 2.42: Exports Rate, by Size
  Figure 2.43: Export Revenues (RMB) and Destinations of Select Suppliers (2011)
Capacity
  Figure 2.44: Used Lithium Ion Battery Capacity
  Figure 2.45: Details of Capacity Expansion Investment
Qualitative Summary of Lithium-Ion Battery Suppliers
Domestic Lithium Supply
Five-Forces Analysis
  Figure 2.46: Five Forces Analysis
Li-ion Channel Players
Distributors / Agents
  Figure 2.47: Key Data on Leading Lithium Ion Distributors
Distributor Sales
  Figure 2.48: Distributor Sales by Product and Industry
  Figure 2.49: Distributor Sales by Product and Industry – Chart

IV. DOWNSTREAM ANALYSIS

Key Findings
Portrait of Downstream Players
  Figure 2.43: Min, Max and Average Sales Channels by Supplier
  Figure 2.44: Revenues and Sales Penetration by Company Type
  Figure 2.45: Channel Revenues Breakdown by Resin Type
  Figure 2.46: Proportion of Channel Players Providing Services – Chart
  Figure 2.47: China Lithium Ion Batteries Market Value Chain
Value Chain Explained
Customers
  Figure 2.48: Number of Potential Customers by Industry (2009 estimate)
  Figure 2.49: Industry Sizes From 2005 (Bn RMB)
  Figure 2.50: Industry Output from 2005 (Varying Units)
Decision Making
  Figure 2.51: Perceived Main Decision Makers- Supplier Data
Perceived Purchase Criteria
  Figure 2.52: Customer Purchase Criteria
Feedback

CHAPTER 3: SEGMENT ANALYSIS

I. LITHIUM-COBALT

Key Findings
  Figure 3.1: Average Revenues, Growth and Pricing by Market Tier (LCO)
Market Leaders
  Figure 3.2: 2011 Market Leaders (LCO)
Market Revenue Streams
  Figure 3.3: Total Market Revenue Streams by Percentage (LCO)
Market Size by Region
  Figure 3.4: Revenues by Region (LCO)
  Figure 3.5: Revenues by Region (LCO)-Chart
Market Size by Industry
  Figure 3.6: Sales Revenues by End-user Application (LCO)
  Figure 3.7: Sales Revenues by End-user Application – Chart (LCO)
Sales Channel Analysis
  Figure 3.8: Sales Channels for Leading Suppliers (LCO)
  Figure 3.9: Market Flow for LCO Batteries
  Figure 3.10: Market Flow for LCO Batteries
Market Shares
  Figure 3.11: Market Shares (LCO)
  Figure 3.12: Market Shares – Chart (LCO)
Pricing
  Figure 3.13: Average Pricing (LCO)
Projections
  Figure 3.14: Market Size Projections – Li-Co)

II. LITHIUM-MANGANESE

Key Findings
  Figure 3.15: Average Revenues, Growth and Pricing by Market Tier (LMO)
Market Leaders
  Figure 3.16: 2011 Market Leaders (LMO)
Market Revenue Streams
  Figure 3.17: Total Market Revenue Streams by Percentage (LMO)
Market Size by Region
  Figure 3.18: Revenues by Region (LMO)
  Figure 3.19: Revenues by Region (LMO)- Chart
Market Size by Industry
  Figure 3.20: Sales Revenues by End-user Application (LMO)
  Figure 3.21: Sales Revenues by End-user Application – Chart (LMO)
Sales Channel Analysis
  Figure 3.22: Sales Channels for Leading Suppliers (LMO)
  Figure 3.23: Market Flow for LMO Batteries
  Figure 3.24: Market Flow for LMO Batteries
Market Shares
  Figure 3.25: Market Shares (LMO)
  Figure 3.26: Market Shares – Chart (LMO)
Pricing
  Figure 3.27: Average Pricing (LMO)
Projections
  Figure 3.28: Market Size Projections – Li-Mn

III. LITHIUM-NICKEL COBALT MANGANESE

Key Findings
  Figure 3.29: Average Revenues, Growth and Pricing by Market Tier (NMC)
Market Leaders
  Figure 3.30: 2011 Market Leaders (NMC)
Market Revenue Streams
  Figure 3.31: Total Market Revenue Streams by Percentage (NMC)
Market Size by Region
  Figure 3.32: Revenues by Region (NMC) t
  Figure 3.33: Revenues by Region (NMC)-Chart
Market Size by Industry
  Figure 3.34: Sales Revenues by End-user Application (NMC)
  Figure 3.35: Sales Revenues by End-user Application – Chart (NMC)
Sales Channel Analysis
  Figure 3.36: Sales Channels for Leading Suppliers (NMC)
  Figure 3.37: Market Flow for NMC Batteries
  Figure 3.38:   Figure
Market Shares
  Figure 3.39: Market Shares (NMC)
  Figure 3.40: Market Shares – Chart (NMC)
Pricing
  Figure 3.41: Average Pricing (NMC)
Projections
  Figure 3.42: Market Size Projections – Li-NMC

IV. LITHIUM-IRON PHOSPHATE

Key Findings
  Figure 3.43: Average Revenues, Growth and Pricing by Market Tier (LFP)
Market Leaders
  Figure 3.44: 2011 Market Leaders (LFP)
Market Revenue Streams
  Figure 3.45: Total Market Revenue Streams by Percentage (LFP)
Market Size by Region
  Figure 3.46: Revenues by Region (LFP) t
  Figure 3.47: Revenues by Region (LFP)-Chart
Market Size by Industry
  Figure 3.48: Sales Revenues by End-user Application (LFP)
  Figure 3.49: Sales Revenues by End-user Application – Chart (LFP)
Sales Channel Analysis
  Figure 3.50: Sales Channels for Leading Suppliers (LFP)
  Figure 3.51: Market Flow for LFP Batteries
  Figure 3.52: Market Flow for LFP Batteries
Market Shares
  Figure 3.53: Market Shares (LFP)
  Figure 3.54: Market Shares – Chart (LFP)
Pricing
  Figure 3.55: Average Pricing (LFP)
Projections
  Figure 3.56: Market Size Projections – Li-FeP

V. LITHIUM-ION (NON POLYMER)

Key Findings
  Figure 3.57: Average Revenues, Growth and Pricing by Market Tier (LIB)
Market Leaders
  Figure 3.58: 2011 Market Leaders (LIB)
Market Revenue Streams
  Figure 3.59: Total Market Revenue Streams by Percentage (LIB)
Market Size by Region
  Figure 3.60: Revenues by Region (LIB)
  Figure 3.61: Revenues by Region (LIB)-Chart
Market Size by Industry
  Figure 3.62: Sales Revenues by End-user Application (LIB)
  Figure 3.63: Sales Revenues by End-user Application – Chart (LIB)
Sales Channel Analysis
  Figure 3.64: Sales Channels for Leading Suppliers (LIB)
  Figure 3.65: Market Flow for LIB Batteries
  Figure 3.65: Market Flow for LIB Batteries
Market Shares
  Figure 3.67: Market Shares (LIB)
  Figure 3.68: Market Shares – Chart (LIB)
Pricing
  Figure 3.69: Average Pricing (LIB)
Projections
  Figure 3.70: Market Size Projections – Li-non Polymer

VI. LITHIUM-ION (POLYMER)

Key Findings
  Figure 3.71: Average Revenues, Growth and Pricing by Market Tier (LIP)
Market Leaders
  Figure 3.72: 2011 Market Leaders (LIP)
Market Revenue Streams
  Figure 3.73: Total Market Revenue Streams by Percentage (LIP)
Market Size by Region
  Figure 3.74: Revenues by Region (LIP)
  Figure 3.75: Revenues by Region (LIP)-Chart
Market Size by Industry
  Figure 3.76: Sales Revenues by End-user Application (LIP)
  Figure 3.77: Sales Revenues by End-user Application – Chart (LIP)
Sales Channel Analysis
  Figure 3.78: Sales Channels for Leading Suppliers (LIP)
  Figure 3.79: Market Flow for LIP Batteries
  Figure 3.80: Market Flow for LIP Batteries
Market Shares
  Figure 3.81: Market Shares (LIP)
  Figure 3.82: Market Shares – Chart (LIP)
Pricing
  Figure 3.83: Average Pricing (LIP)
Projections
  Figure 3.70: Market Size Projections – Li Polymer

CHAPTER 4: CATHODE MATERIALS ANALYSIS

Portrait of Suppliers
  Figure 4.1: Details of Upstream Suppliers
Product
  Figure 4.2: Upstream Suppliers and Supplier Revenue
Output
  Figure 4.3: Detail by Product Segment
  Figure 4.4: Market Share by Product Segment - Chart
  Figure 4.5: Revenues, Output & Capacity by Product Segment
Capacity
  Figure 4.6: Output/Capacity by Product Segment
  Figure 4.7: Have Increase Capacity Plans
  Figure 4.8: Increase Plan
  Figure 4.9: Specific Plans by Supplier
  Figure 4.10: Quality Purity Requirements
Exports
  Figure 4.11: Exports by Product
  Figure 4.12: Export Destinations
  Figure 4.13: Examples of Export Markets
Product and Product Trends
Changes in the Chemistry Mix
  Figure 4.14: Cathode Material Output (2009 – 2029)
  Figure 4.15: Estimated Cathode Material Mix (2011, 2020, 2030)
Dominant Battery Chemistries
  Figure 4.16: Perceived Dominant Battery Chemistry (% of Suppliers)
The Case for Li-FeP
The Case for Li-Mn
The Case for Li-NiCoMn
Lithium Hydroxide Trends
  Figure 4.17: Do You Expect LiOH to Increase as A Preferred Raw Material by LIB Manufacturers?
Raw Materials by Cathode Chemistry
  Figure 4.18: Distribution of Electrical Current Capacities by Cathode Material
  Figure 4.19: Distribution of Tap Density by Cathode Material
Lithium-Cobalt
  Figure 4.20: Product Description from Suppliers - LiCo
  Figure 4.21: Pricing Information from Suppliers - LiCo
  Figure 4.22: Salt Supplier Description from Suppliers - LiCo
  Figure 4.23: Salt Supplier Description from Suppliers - LiCo
Lithium-Nickel Cobalt Manganese
  Figure 4.24: Product Description from Suppliers -LiNiCoMn
  Figure 4.25: Pricing Information from Suppliers – LiNiCoMn
  Figure 4.26: Salt Supplier Description from Suppliers - LiNiCoMn
  Figure 4.27: Salt Supplier Description from Suppliers - LiNiCoMn
Lithium-Manganese
  Figure 4.28: Product Description from Suppliers -LiMn
  Figure 4.29: Pricing Information from Suppliers – LiMn
  Figure 4.30: Salt Supplier Description from Suppliers - LiMn
  Figure 4.31: Salt Supplier Description from Suppliers - LiMn
Lithium Iron Phosphate
  Figure 4.32: Product Description from Suppliers –LiFeP
  Figure 4.33: Pricing Information from Suppliers – LiFeP
  Figure 4.34: Salt Supplier Description from Suppliers - LiFeP
  Figure 4.35: Salt Supplier Description from Suppliers - LiFeP

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