In 2011, the battery industry was oriented towards polarized development

According to the forecast of EnergyTrend, a research institute of Jibang Technology, it is expected that in 2011, the development of global consumer products will still be confronted with new and old opposition. For the battery industry, there will be a development with two polarizations and new changes in the market.

For notebook computers (NB), the rise of tablet computers has become a trend in 2010. More tablet PC products will be introduced into the market in 2011. Therefore, relatively speaking, the polymer batteries for tablets are highly valued (Li Battery-based) will create a small number of batteries that continue to grow in the limited supply situation.

At present, it is known that ATL and SONY have been gradually supplied, while South Korean manufacturers SDI is at an initial stage. However, brand manufacturers including HP, Dell, Acer, Asus, etc. will also launch corresponding products one after another. With existing polymer production capacity lithium batteries, most of its production capacity can only be adequately supplied to Apple, it is bound to be high in the future. There is a tight supply of molecules.

In addition, the square-shaped battery has always been the mainstream of mobile phone batteries. Recently, smart phones have been demanding light and thin, which has led to the gradual application of thin and light polymer batteries to mobile phones, but the cost has been gradually controlled and the battery cells have been ensured. From the source's flawless consideration, the mobile phone factory began to look for high-capacity square-shaped batteries as a response.

EnergyTrend pointed out that many manufacturers in the market, including SONY, have related high-capacity lithium battery products, which are expected to be introduced into the market in 2011. By then, smart phone power consumption, battery life, and product design will all become The change is overall positive.

On the other hand, the batteries required for traditional notebook computers are mainly cylindrical batteries. Because of the low demand in the notebook computer market and the continuous production of battery capacity, the prices of such lithium batteries continued to decline in 2010 and have come. New lows. EnergyTrend looks forward to the NB lithium battery market in 2011. It is expected that there will still be more than 20% oversupply, and prices will still be difficult to recover in the short term.

Including SONY and Panasonic, which have introduced the role of pure cell suppliers one after another. Currently, there are only three suppliers of SDI, LGC, and Sanyo in the market. At the same time, interest rates have also continued to decline. Under the influence of cost pressure in the future, Whether these international giants will transfer orders to Taiwanese assembly plants remains to be seen, and if they do, it will be helpful for Taiwan plants.

In 2011, the battery industry will develop toward polarization.

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