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:
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.
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
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
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