The global production capacity of LIB reached 6,567 million cells in 2012, increasing 12.1% from 5,858 million cells in 2011. On the other hand, the global shipment of LIB increased by only 8.5% from 4,525 million cells in 2011 to 4,911 million cells in 2012, decreasing the ratio of shipment to production capacity.
The production capacity of polymer battery increased 43.5% from 1,030 million cells in 2011 to 1,478 million cells in 2012 and the shipment increased 62.6% from 788 million cells in 2011 to 1,281 million cells in 2012, increasing the rate of operation from 76.5% to 86.7%. For the cylindrical cell the production capacity increased 0.7% from 2,403 million cells in 2011 to 2,421 cells in 2012, but the shipment decreased by 7.1% from 1,766 million cells in 2011 to 1,641 million cells in 2012 and as a result the rate of operation decreased from 73.5% to 67.8%. The production capacity of prismatic cell also showed an upward trend of 10.1% from 2,425 million cells in 2011 to 2,669 million cells in 2012 and the shipment increased by 0.9% from 1,971 million cells in 2011 to 1,986 million cells in 2012. The rate of operation fell from 81.3% to 74.5%.
The global LIB battery production capacity is estimated to be 7,161 million cells when counted according to the investment plan made by the manufacturers and due to the focus of investment on polymer battery, intensifying competition is expected to secure customers. No new investment is made on the cylindrical battery production line but new application for cylindrical battery should be developed as the production rate has fallen down to below 70%.
The report contains in-depth analysis and forecast on LIBs for IT applications from 1Q of 2012 to 2Q of 2013, mainly focusing on 4Q of 2012. The report also makes forecast for the price of SCM and cylindrical type LIB for 4 major pack companies in Taiwan.
[Figure 1] Global IT LIB Production Capacity and Factory Operation Rate by Battery Type. [2012 3Q ~ 2013 4Q(E)]
(Unit : Mil Cell / %)
(Source : SNE Research)
Main features of the report:
Quarterly shipment analysis by country, manufacturer and application. [2012 1Q ~ 2013 2Q(E)]
Shipment analysis of manufacturers by application and type. [2012 1Q ~ 4Q]
Shipment analysis of major applications by manufacturer and customer. [2012 1Q ~ 4Q]
Analysis on 4 major packer supply chains of Taiwan. [2012 1Q ~ 4Q]
Global LIB market analysis and forecast. (IT, xEV, ESS) [2011~2016F]
Cylindrical 18650 LIB price analysis. [2010 1Q ~ 2012 4Q]
- Contents -
2. Global IT LIB Market Analysis [2012 1Q ~ 2013 2Q(E)]
3. IT LIB Shipment by Manufacturer [2012 1Q ~ 4Q]
4. IT LIB Shipment Analysis by Application [2012 1Q ~ 4Q]
5. Taiwan's 4 Major Packer Supply Chain Management Analysis
6. Global LIB Market Analysis and Forecast [2011 ~ 2016F]
7. IT LIB Shipment Analysis by Application and Customer
8. Cylindrical 18650 LIB Price Analysis
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