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Overview of New Lithium and Electricity Energy and 3C Battery Ecology in the World and China
XINWEN  Addtime£º2019/5/22   Read£º16 Times¡¾ Fontsize£ºL M S ¡¿

I. Overview of Global Lithium and Electricity New Energy and 3C Battery Ecology

 

 

1. Overview of the Global Lithium and Electricity New Energy Ecology

 

 

(1) Market size

 

 

In recent years, with the rapid development of new energy automobile industry and the steady development of 3C digital field, coupled with the start of energy storage market with trillion scale, the demand for lithium batteries has been driven, and the global lithium battery shipment has maintained a growth rate of more than 20%. Global lithium battery shipments in 2018 were 189.0GWh, up 27.0% year-on-year. Global lithium battery shipments increased from 57.6 GWh in 2013 to 189 GWh in 2018, with a compound growth rate of more than 25%. In 2018, the growth of lithium battery shipments was mainly driven by power lithium batteries and energy storage lithium batteries. Global shipments of digital lithium batteries declined for the first time, mainly due to the decline in shipments of smartphones and mobile power supplies.

 

 

According to the analysis of the downstream market demand of lithium batteries, GGII predicts that the global lithium batteries industry will still have a large development space in the next few years. By 2021, the global lithium batteries shipment will reach 376 GWh, and by 2023, the global lithium batteries shipment will exceed 500 GWh. (1) In the field of power lithium batteries, the global new energy automobile market has developed rapidly in recent years, and the demand for lithium batteries has increased rapidly. Power lithium batteries have become the biggest engine for the growth of the global lithium battery market. Many countries in the world already have plans to ban the sale of traditional energy vehicles, and strongly support the development of new energy automobile industry. In the next three to five years, it is expected that the global new energy automobile market will continue to grow at a high speed, thus driving the global power battery shipment. (2) In the field of 3C lithium batteries, the global 3C digital market has gradually entered a mature stage, and the global demand for 3C lithium batteries is expected to remain stable in the next few years. (3) In the field of energy storage lithium batteries, as a market of trillion yuan scale, its development will play an important role in promoting the use of clean energy. Major countries around the world have issued a series of policies and measures to support the development of energy storage industry. With the global attention to energy storage industry and the progress of Technology and price of lithium batteries, it is expected that global energy storage will be in the next few years. The market demand for energy lithium batteries will grow by more than 30%.

 

 

(2) Regional Competition Pattern

 

 

Regionally, China, South Korea and Japan are the main suppliers of lithium batteries in the world, of which China accounts for more than half of the world's lithium battery production value. GGII statistics show that in 2018, China's lithium battery battery production value of 155 billion yuan, accounting for 54.8% of the global share; Korea's output value of 70 billion yuan ranked second in the world, accounting for 24.7%; Japan's output value of 55 billion yuan ranked third in the world, accounting for 19.4%. China, Japan and South Korea account for 98.9% of the world's total.

 

 

(3) Competition pattern of enterprises

 

 

From the enterprise point of view, the global lithium battery market is occupied by China's CATL, BYD; Japan's ATL, Panasonic; Korea's LG, Samsung SDI and other enterprises. In 2018, 189 GWh lithium batteries were shipped worldwide, 126.3GWh lithium batteries were shipped by the top ten enterprises, accounting for 67% of the market, and 6 of the top ten enterprises were in China. Panasonic, CATL, LG and BYD account for more than 8% of the global market. Among them, CATL, the largest lithium power enterprise in China, ranks second in the world with 12.8% market share.

 

 

2. Overview of Global 3C Battery Ecology

 

 

(1) Market size

 

 

The global 3C lithium battery market started early and developed rapidly in the past few years. It is the biggest demand terminal for lithium batteries. Since 2015, the 3C digital market has gradually entered a mature period, and its market growth has stabilized. In 2018, the global shipment of 3C lithium batteries was 68GWh, down 2.9% year-on-year. GGII expects to ship 70GWh digital lithium batteries worldwide by 2020 and 95GWh digital lithium batteries worldwide by 2023.

 

 

(2) Competition pattern of enterprises

 

 

In 2018, the global output value of digital lithium batteries reached 115.5 billion yuan, and the output value of the top ten enterprises reached 85.2 billion yuan, accounting for 74%. ATL ranks first with 28.5 billion yuan of output value, accounting for 25% of the global market share; Korea LG and SDI rank second and third with 16 billion yuan and 15 billion yuan respectively; Pearl Yue ranks fifth with 4% of the global market share with 4.6 billion yuan of output value.

 

 

II. An overview of the ecological status of lithium-ion new energy sources and 3C batteries in China

 

 

1. An overview of the ecological status of new energy sources for lithium and electricity in China

 

 

(1) Market size

 

 

In recent years, China's lithium battery output scale has maintained a relatively high growth rate. In 2018, China's lithium power industry chain output value exceeded 310 billion yuan, an increase of 13% compared with the same period in 2017. In terms of the proportion of output value, the output value of batteries and pack links reached 180 billion yuan, accounting for 57.9% of the total output value of the industrial chain; the output value of the four major materials reached 75 billion yuan, accounting for 24.1% of the total output value of the industrial chain.

 

 

GGII statistics show that the shipment of lithium batteries in China has increased year by year, and maintained a growth rate of more than 25%, mainly driven by the rapid development of electric vehicles. In 2018, the shipment of lithium batteries in China increased by 28% compared with the same period last year. Among them, the shipment of power lithium batteries increased by 46% compared with the same period last year. The growth rate of power batteries was much faster than that of digital lithium batteries and energy storage lithium batteries.

 

 

(2) Development prospects

 

 

In the next 5-10 years, driven by the downstream market demand, the lithium battery market in China will continue to grow rapidly as a whole.

 

 

Power Battery Market: Power Battery will be the biggest engine for rapid growth of lithium battery, with an average annual growth rate of more than 30%. Under the background that the government subsidies for new energy vehicles are linked to energy density, the application of ternary power batteries in new energy vehicles will be further enhanced due to their remarkable energy density performance advantages.

 

 

3C digital battery market: The future growth of 3C market mainly depends on the following areas: first, export of 3C terminals to less developed areas such as Southeast Asia and Africa; second, the substitution growth of the existing market, such as lithium batteries to accelerate the replacement of lead-acid batteries in bicycles and low-speed vehicles; third, the growth of emerging areas, including smart wear, smart medicine, UAV, smart manufacturing and so on.

 

 

Energy storage battery market: 1. Lithium storage battery will continue to develop in the direction of long cycle and low cost. Lithium iron phosphate battery has become a major growth point in this field. (2) There are many sub-areas of energy storage in China, but the scale is still small. The market of energy storage in communication base stations and fire frequency modulation will take the lead in releasing energy.

 

 

2. An overview of the ecological status of 3C batteries in China

 

 

(1) Market size

 

 

According to GGII data, China's shipments of digital lithium batteries in 2018 were 31.4 GHWh, down 1.9% year-on-year, and the annual composite growth rate of digital lithium batteries in 2014-2018 was 7.6%. Digital lithium batteries have entered a stable period with a slow growth rate. The compound annual growth rate is expected to be 10.4% in the next five years. The growth is mainly driven by bicycles, balance cars, VR/AR electric tools, toy terminals and so on.

 

 

GGII statistics show that the output value of digital lithium batteries in China in 2018 is 66 billion yuan, an increase of 15.8% over the same period last year. The main reasons for the decline in shipments are as follows: 1) the price of lithium cobalt oxide materials has increased, which has led to the increase of digital lithium batteries by more than 15%. 2) the product structure of digital lithium batteries has changed, the proportion of soft packs has increased, and the price of soft packs per unit Ah is higher than that of cylinder and square products.

 

 

(2) Competition pattern of enterprises

 

 

In 2018, the output value of digital lithium battery batteries in China was 66 billion yuan, of which ATL digital battery batteries exceeded 28.5 billion yuan, accounting for 43.2% of the market. ATL has a leading position. In addition, Zhuhai Guangyu and BYD ranked second and third with output value of 4.6 billion yuan and 4.1 billion yuan respectively. BYD has gradually turned to power batteries in recent years, slowing down the production of soft-pack digital batteries, so the market has been grabbed by ATL, Zhuguangyu and so on. Lishen Digital Battery's production capacity has been gradually reduced, production scale has been reduced, and overall growth is small.

 

 

According to the pattern change of TOP10 in digital battery market in 2018, ATL's market share has further increased to 43.2%, and its market dominant position has increased again. ATL has become the world's largest digital lithium battery company for three consecutive years. In the short term, ATL's dominance in the digital field is difficult to shake.

 

 

Overview of Lithium Power New Energy and 3C Battery Ecology in Dawan District, Guangdong, Hong Kong and Macao

 

 

1. An overview of the ecological status of lithium-ion new energy in Dawan District, Guangdong, Hong Kong and Macao

 

 

(1) Overview of development

 

 

The lithium battery industry in Dawan District of Guangdong, Hong Kong and Macao occupies an important position in China's lithium battery industry. It has many well-known lithium battery enterprises at home and abroad, such as BYD, Zhuhai Guangyu, Bike Battery and Yiwei Lithium Energy. After years of development, the Dawan District of Guangdong, Hong Kong and Macao has formed a complete lithium battery industry chain. The four key materials of lithium battery and the links of lithium battery industry chain all occupy an important market position in China.

 

 

(2) Analysis of Typical Enterprises

 

 

Lithium battery enterprises in Dawan District of Guangdong, Hong Kong and Macao occupy an important market position in China. Four of the top ten power battery enterprises in China in 2018 are Dawan Power Battery Enterprises in Guangdong, Hong Kong and Macao, which are BYD, Bike, Yiwei Lithium Energy and Penghui Energy respectively. In 2018, the total shipment of power batteries by four enterprises reached 18.52 GWh, accounting for 28.5% of the total shipment in China. In terms of regional distribution of enterprises, driven by the downstream new energy automobile industry, the leading enterprises of power batteries in Dawan District of Guangdong, Hong Kong and Macao are mainly concentrated in Shenzhen, Guangzhou and other cities.

 

 

2. Overview of 3C Battery Ecology in Dawan District, Guangdong, Hong Kong and Macao

 

 

(1) Overview of development

 

 

Benefiting from the early development of consumer electronics and advanced manufacturing industries in Dawan District of Guangdong, Hong Kong and Macao, and the leading patent technology in the country, the 3C battery industry in Dawan District of Guangdong, Hong Kong and Macao now occupies an important market position in the country, and has gathered a number of high-quality consumer battery enterprises. In the regional layout, enterprises are concentrated in Shenzhen, Dongguan, Guangzhou and Huizhou.

 

 

(2) Analysis of Typical Enterprises

 

 

In 2018, five of China's top ten 3C lithium batteries enterprises were in Guangdong, Hong Kong and Macao, namely ATL, Zhuhai Guangyu, BYD, Yiwei lithium energy and Li Wei. The total output value of five enterprises totaled 39.8 billion yuan, accounting for about 60% of the total output value of 3C lithium batteries in China.

 

 

(3) Market Space Analysis

 

 

The electronic information industry in the Pearl River Delta is developed, and has formed industrial clusters with Shenzhen, Dongguan, Huizhou and Guangzhou as the core. In 2017, the output value of computer, communication and other electronic equipment manufacturing in the four major cities, Shenzhen and Dongguan as the main parts, reached 31443 billion yuan, and the output value scale of the Pearl River Delta region was basically 90%, and the growth rate basically maintained at about 10%. By 2021, the total output value of 3C digital products in the Pearl River Delta region will reach 5124.4 billion yuan, and the market demand for 3C batteries will exceed 250 billion yuan. The demand for 3C batteries in Shenzhen and Dongguan cities will reach 128.1 billion yuan and 59.4 billion yuan respectively. By 2025, the total output value of 3C digital products in the Pearl River Delta region will reach 524 billion yuan. By 7502.6 billion yuan, the market demand for 3C batteries was 375.1 billion yuan. Generally speaking, the development of 3C lithium battery industry in Dawan District of Guangdong, Hong Kong and Macao is based on superior market demand conditions, and the market development space is promising.


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