Smartphones are devices that are already sufficiently distributed worldwide and considered to be in a fully mature market. It is even said that, although limited, smartphones are used in North Korea.
But what about the secondary battery market
inside them? Significant changes are expected due to variations in the number
of cells and anode materials. Foldable phones contain more than two cells. In
fact, the recently launched tri-fold phones (foldable phones that fold twice)
are equipped with three cells. From the perspective of cell count, this means
higher demand compared to before.
Chinese smartphone manufacturers began
incorporating silicon anodes into secondary batteries last year. Starting this
year, more Chinese smartphones have adopted secondary batteries with silicon
anodes. As a result, high-capacity secondary batteries with capacities of 7,000
mAh are now emerging. For reference, the Galaxy S25 Ultra has a secondary
battery capacity of 5,000 mAh.
Due to these changes, while the smartphone
device market is expected to remain mature with moderate growth, the market for
smartphone secondary batteries shows potential for further growth in various
aspects such as cell count and energy capacity.
In this report, updates were made to
reflect various changes, including the smartphone secondary battery market
undergoing new shifts, and the notebook and notebook battery market that has
evolved after COVID-19 and the graphics card crisis. In addition, adjustments
were made to part of the ‘23 small-sized LIB demand data to enhance the
reliability of the dataset.
We hope that the contents of this report,
which include outlooks on various demand sources for secondary batteries, will
serve as useful information for battery manufacturers, related material
companies, and customers using secondary batteries.
Contents
1. Mid/Long-Term LIB Market Outlook by
Application (~2035)
1.1 Global Mid/Long-Term LIB Market Outlook
1.2 Small-Size LIB Market
1.3 Mid/Large-Size xEV LIB Market
1.4 Mid/Large-Size ESS LIB Market
1.5
LIB Price Outlook
2. LIB Demand Status and Outlook (~2035)
2.1 Small-Size LIB Market
2.2 Mid/Large-Size LIB Market – EV Battery
2.3 Mid/Large-Size LIB Market – ESS Battery
3. LIB Supply Status and Outlook (~2035)
3.1 Mid/Large-Size LIB Market (Actual
Production Capacity)
4. LIB Supply and Demand Outlook (~2035)
4.1 Mid/Large-Size LIB Market (Based on Actual Production Capacity)