Xi’an green battery
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Only 5 yuan to pay the rent, one month can be rented to store the battery. Battery leasing, a green advocacy to reduce the pollution coming out of the ancient city of Xi’an in emerging industries.
It was learned that the battery lease currently engaged in a very modest profit, the rent on two batteries of 5 yuan to 30 yuan in rent. In order to meet consumer demand, by the shop to buy a reusable 200 Ni-MH battery, consumers can be in a month’s time card an unlimited number of replacement batteries.
Lithium-ion battery industry competitive analysis: China, Japan and Korea one-third of the world
The world’s lithium-ion battery industry in recent years through the development of China-Japan-South Korea basically formed the pattern of one-third of the world. China, South Korea, Japan, in lithium-ion battery market, competition can be said to be unique, the pattern of one-third of the world will remain a considerable period of time.
South Korea
South Korea in the field of secondary batteries based on far less than China and Japan, but South Korea’s advantage in recent years in its consumption of IT and mobile terminals, such as strong growth in product areas. In 2002 global sales of Samsung mobile phones 42.3 million units in 2003 to reach 55 million Taiwan. In mobile phones, flat panel display areas such as Samsung, LG and other Korean brand’s thunder has been obvious over the Japanese enterprises. The lithium-ion rechargeable battery has become the mobile phone, notebook, PDA and other mobile consumer electronics the standard power supply, sold through its own advantages, South Korea’s lithium-ion battery industry is enough to let the Chinese and Japanese counterparts envy. Korea have said that in the IT fields through the use of leading-edge, South Korea sooner or later will replace Japan as the world’s largest manufacturer of lithium-ion batteries.
However, in the lithium-ion battery manufacturing equipment, raw materials and other components, there are currently more than 80% of South Korea to rely on imports, which would weaken the South Korea in the industry’s long-term competitiveness. At present, the South Korean government is vigorously promoting its own lithium-ion battery to form a complete industrial chain and competitiveness.
China
Compared to South Korea and Japan, China’s advantages can be summed up in three aspects: First, the manufacturing costs low. China has cheap and abundant labor resources, you can use human-based semi-automatic production line, in order to adopt low-cost competitive strategy. It can be said that in addition to the expansion of the scale, the world’s lithium-ion battery market, the rapid decline in prices in recent years, the basic from the pull of China’s enterprises. Secondly, China has the world’s largest consumer market. Third, China’s lithium-ion battery has become a relatively complete industrial chain, in the lithium-ion battery supporting material occupied by certain advantages.
Disadvantage, the Chinese companies is significantly less than the development of core technologies, in order to not be controlled by others and being accused of infringement, is still technically innovative Chinese enterprises need to continue efforts. In addition, Chinese enterprises generally smaller and lack of experience in international development.
Japan
Japanese lithium-ion battery business is the high cost of the competitiveness of Japanese companies and the main reason for decline in market share. However, the core technology in Japan than in China and South Korea still has a distinct advantage. In addition, lithium-ion batteries in Japan and South Korea is similar to the industry, the basic are under the Japanese electronics giant companies in the market channels, to capture the consumer and mobile electronics applications, such as trends and response to changes in the market’s ability to market risk is obviously much higher than China’s enterprises.
In any event, the competition in Japan and South Korea is conducive to continue to promote the world’s lithium-ion battery industry and sound development of technological progress.
The rapid rise of China and South Korea
Lithium-ion batteries from Sony in 1992 by the beginning of commercialization, the world’s lithium-ion battery industry which dominates the fundamental from the Japanese by the year 2000, Japan accounted for battery production for more than 95% of the world. In recent years, with China and South Korea’s rapid rise, Japan itself has been the pattern of gradually breaking the Japanese lithium-ion battery market share fell to less than 70 percent now, the world’s lithium-ion battery industry in Japan and South Korea two-thirds of the world pattern has been formed.
South Korea: Global market share of 18.3%
South Korean lithium-ion battery manufacturing business began in late 1999, despite a late start, but the help of South Korea in the consumer and mobile electronics industry advantage to Samsung SDI, LG Chemical and other companies on behalf of the South Korean lithium-ion rechargeable battery industry developed rapidly. South Korea in 2000, only lithium-ion battery production 14 million, accounting for only 2.5% of the global market. South Korea in 2002 production of lithium-ion battery breakthrough 100 million to 102 million, the market share rapidly to 12.8% in 2003 lithium-ion battery production in South Korea more than 200 million global market share reached 18.3%.
Government attaches great importance to South Korea Li-ion battery industry, from 1997 to 2002, the South Korean government a total of rechargeable batteries for the R & D expenditures of up to 465 million U.S. dollars.
Samsung SDI is the South Korean lithium-ion battery industry leader in South Korean lithium-ion battery is the rapid expansion of industry in miniature. 4 quarter of 2002 the monthly SDI to only seven million, in April 2003 with the investment after the new plant 108,000,000,000 greater capacity four production lines of being completed and put into production, Samsung SDI has been the current month to more than 14 million only, Samsung SDI announced that 2005 will reach 23 million per month -2500 goal of 10,000, ranks among the world’s top three series.
LG Chemical is Japan’s second largest manufacturer of lithium-ion battery, the current monthly capacity of 7,000,000. Is currently preparing to expand its market size to more than 15 million per month. 15 million per month is considered the acceptable profit margin can be the smallest production capacity.
SKC South Korea’s third largest lithium-ion battery manufacturers, the company’s main products for the polymer lithium-ion batteries, on the current capacity of 1.25 million. In September 2003 with the new factory production line put into operation one after another, SKC’s to 2005 per month are expected to increase to 3,000,000 10,000 -500.
In addition, is considered the next generation of lithium-ion battery Lithium-ion polymer battery (LiP) areas, to Samsung SDI, LG Chemical and SKC of the Republic of Korea, represented by the production scale of enterprises are also expanding rapidly. LiP is currently South Korea’s per month to more than four million, is expected to Korea in 2004 of polymer lithium-ion batteries to double the production capacity reached eight million / month.
In addition to Samsung SDI, LG Chemical and SKC, South Korean small and medium-sized lithium-ion battery manufacturers, including Saehan Enetech, Kocam Engineer-ing and e-Squretec and so on, in Korea, domestic consumption and rapid growth in the mobile electronics industry are also being driven by growing up .
China: is rapid growth with
Different and the Republic of Korea, China has been the world’s manufacturing power and batteries, the current battery production and exports are the highest in the world. However, lithium-ion battery industry in China is rapidly growing in recent years has it together. China’s lithium-ion battery industrialization began in the latter part of 1997, through the introduction of a study from independent research and development to the industrialization of the road. In 2000, lithium-ion battery industry is the side of the introduction of the basic side of the stage of exploration. After entering in 2001, with the Shenzhen BYD, Bang kai lithium-ion battery technology, such as the rapid rise of companies, China’s lithium-ion battery industry has begun to enter the fast-growing stage, the output of the average annual growth rate of more than 140%. 2002 lithium-ion battery production in China will further increase to 270 million, the global market share reached 20%. -3 In the next 2 years, with BYD, BAK, Bang kai , our God, Universal, the expansion of production scale Guangyu, China’s lithium-ion battery industry will remain more than 30% of the average annual growth rate.
BYD is China’s largest rechargeable battery and lithium-ion battery manufacturers. Founded in 1995, started in 1998 into the commercial lithium-ion battery manufacturers. In November 2000, BYD has become the first Chinese Motorola Li-ion battery supplier, since the rapid expansion of production capacity. In 2002, BYD Li-ion battery production reached 090 million, second only to Japan’s Sanyo and Sony both companies, the highest in the world and in front of the top three out of the Sanyo and Sony to form a direct threat and competition. At present, BYD Li-ion batteries for the 16 million monthly, with its new plant put into operation Shanghai and Shenzhen factory capacity expansion, the company Nissan is expected to lithium-ion battery from its current level of 500,000 to 1,000,000 , which was close to Japan’s Sanyo.
BYD Li-ion rechargeable batteries in the market success of a very important factor is in accordance with China’s national conditions, to human-based independent research and development of automation and human operator to combine the production line. Compared to Japanese companies in the automation of production lines and high labor costs, BYD’s lithium-ion batteries significantly lower manufacturing costs and become an important challenge to a magic weapon for Japanese companies.
Bang kai Science and Technology set up in October 1999 and at the same time large-scale production of lithium-ion batteries, is one of the few to focus on the production of lithium-ion battery R & D enterprise. 2002 Bang kai production of lithium-ion battery technology to reach 21 million, second only to become the second largest BYD Li-ion battery manufacturers. The current month Bang kai technology can achieve the six million, entered the ranks of the world’s top ten manufacturers.
Tianjin power of God was founded in December 1997, is based on the earliest to enter China’s own technology for lithium-ion battery industry as one of domestic enterprises. After the construction works before and after 3, 2002 and an annual output reaching 12 million, sales of 160 million yuan. Tianjin power of God’s products include cylindrical, square, and three series of polymers, in addition to supply the domestic mobile phone business, but also to the Motorola, Samsung and other international manufacturers supply. At present, the monthly power of God can achieve 4 million, and is actively developing lithium-ion power batteries.
Shenzhen BAK Battery Co., Ltd. is a China with a rapidly growing lithium-ion batteries manufactured star. Bic company’s products for the lithium-ion battery batteries. Lithium-ion batteries usually shell, batteries, and charge-discharge circuit protection devices, such as a few parts, including batteries lithium-ion battery is the most crucial parts, many lithium-ion battery business is through the purchase of imports for lithium batteries ion battery assembly.
Although bic in June 2002 the company began a large-scale mass production, but due to the low-cost competitive strategy, the current monthly production capacity batteries has reached 9,000,000, became the largest lithium-ion battery manufacturers. In October 2003, investment of 250 million yuan bic “Nissan one million lithium-ion battery core projects” in the town of Shenzhen Yong Choi held a groundbreaking ceremony, which includes 200,000 Nissan polymer lithium-ion batteries project, Japan 300,000 births steel projects lithium-ion batteries, Nissan aluminum shell 300,000 lithium-ion batteries Nissan projects and 200,000 item cylindrical batteries. After the whole project is expected to be completed, Nissan will reach one million lithium-ion battery production capacity of batteries and has an annual output value of three billion yuan.
In addition to these enterprises, China has a production capacity of lithium-ion battery the size of the enterprises such as Guangyu international, Cup (World Group), Wuhan, Li Xing, Aucma new energy is also growing up fast.
In lithium-ion polymer battery and power industry, China is also at the forefront of the world. Xiamen Baolong industry with independent intellectual property rights of China’s lithium-ion polymer leading enterprises, currently more than 500,000 per month and is building capacity 3,000,000 / month of new production lines. Another polymer battery manufacturer TCL’s monthly payment can also reach the scale of 300,000. Battery power, the CITIC solid profits UNITA has an annual production capacity of five million when the battery power capacity, annual production capacity of 30,000 150Ah lithium-ion power battery broad battery company in Beijing, is investing to build a 300,000 annual capacity of 150Ah battery The new plant, which has the world’s advanced level and independent intellectual property rights, Lei Tian, Shenzhen’s green power source of chromium fluoride lithium battery solid products, including specifications of 10Ah-500Ah six products have been successfully entered the international market, in a variety of electric bicycles, motorcycles and buses has been the application of the company’s 2002 production of 12 million battery Ah, 2003 the annual output to 20 million Ah.
Japan: feel the competitive pressure
Although still in the lithium-ion battery manufacturer to occupy the top spot in the market, but Japanese companies have clearly competitors from China and South Korea feel the impact of stress and headache. Lithium-ion batteries in Japan’s global market share continues to decline after 2000. Japan in 2000 accounted for 93.9 percent of the global market share has declined in 2002 to 69.4% in 2003, further reduced to 58.2%.
Along with China and South Korea Li-ion battery industry’s rapid growth in 2005 expected to be Japan’s global market share will be below 50%.
Faced with the challenge of China and South Korea, the Japanese lithium-ion battery companies are forced to take measures to cool and change their tactics. To sum up, there are three main aspects: First, to Sanyo and Sony, as represented by patent weapons to exert pressure on Chinese enterprises. Second, Chinese enterprises face low-cost competitive strategy, Japan’s companies are setting up production bases in China, such as the use of low-cost labor advantage to improve its competitiveness, the current Sanyo, Sony, Matsushita and other Japanese companies in Beijing, Wuxi and so on are established lithium-ion battery manufacturing plant. Third, adjust the scale of production. This aspect of the strategy of Japanese companies are not the same. Sanyo and Sony and other major manufacturers continue to expand their scale of production through to try to continue to maintain a leading position, while others such as Toshiba (ATB), NEC and other manufacturers are in varying degrees of competition gradually expanded and turned to lower manufacturing costs and new technology research and development strategy.
In October 2002, Sanyo batteries and Japan reached an agreement to buy Japan’s Sanyo battery GSMT51% stake in a subsidiary. Through mergers and acquisitions, Sanyo to make their own scale of production to further enhance and consolidate the current lithium-ion battery SANYO control 27 percent of global market share and continue to top the global leader in location. In February 2003, the company purchased GSMT basis, Sanyo set up an independent subsidiary of lithium-ion battery manufacturers, and are prepared to invest ¥ 16,000,000,000 to build a factory. Sanyo said the company in 2004 lithium-ion battery output will increase to 50 million.
The world’s second largest manufacturer of lithium-ion batteries by Sony in early 2003, a new lithium-ion battery manufacturing plant, the current monthly production can reach 18 million, and has been reported that Sony has further plans to expand production capacity. Although the world’s first commercial lithium-ion batteries manufactured by Sanyo catch up enterprises, and China and South Korea face the threat of corporate catch-up, but in the field of lithium-ion polymer battery is still leading. At present Sony lithium-ion polymer batteries for 5.5 million per month, accounting for more than half of world market share and intends to further production capacity this year to 6.5 million / month.
Other Japanese companies such as Matsushita (MBI), Toshiba (ATB), NEC Corporation, in the face of South Korean companies from China and the market price of brutal warfare, in the expansion of production scale, the current expansion of basic not easily increase. The fact is that from 1995 to 2002, the lithium-ion battery production 22-fold expansion, but sales revenue over the same period increased by only 7 times. In recent years, lithium-ion battery to achieve an average annual rate of price decline in more than 15%, in the face of such a brutal price competition, the industry believes that in order to profit, the production scale to reach more than 15 million per month.
