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1、Information for growthTHE WORLDWIDE RECHARGEABLEBATTERY MARKET2008/2009 - 202019TH EDITION JANUARY 2009PREPARED FORBEIJING, DECEMBER 20TH 20092Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020KEY ISSUESInformation for g
2、rowthCELLULAR PHONESoooWhat is happening on the mobile phone market?Cellular phone market: what is the impact of new functionality: camera, data capabilities, videos?Impact of the economic crisis on cellular phone market?HYBRID VEHICLES, PLUG IN HYBRIDS, ELECTRIC VEHICLESooImpact on NiMH battery mar
3、ketLi-ion Penetration: When? How fast ?LI-ION NEW APPLICATIONSooPower tools,Household devicesAre there new markets coming for NiMH?Recent applications: RC Cars, Toys, Digital Camera, e-bike: what are the main trends?Will NiCd be banned in the near future?Li-Polymer: will it fulfill expectations?“Aft
4、er Market” size for Portable PCs and Cellular phones ?Will NiMH replace NiCd for security devices, home appliance or Power tools markets ?Li-ion: What will be the next technical evolution? New cathodes, new anodes, nano size materials,.What will be the Li-ion standard for HEV, P-HEV & EV?What will b
5、e the next application? Energy Storage?3Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020APPLICATIONS COVERED IN THIS SURVEYInformation for growthCellular PhonesComputersPDACamcordersDigital CameraMP3 playersGamesCordle
6、ss PhonesR/C CarsHousehold appliancesPower ToolsSecurity lighting systemsE-BikesVEHICLES: Hybrids, Plug-in, ElectricEnergy Storage: Solar energy, wind energy, smart gridOthers*: medical devices, radio, UPS, back-up systems etc.* Industrial batteries, Batteries for Aviation, defense, military or rail
7、way are not included in the surveyPortableRechargeableStart Light &IgnitionIndustrialRechargeablePrimary4Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020METHODOLOGY: EXTENSIVE FIELD RESEARCHTO RETRIEVE & CROSS CHECK IN
8、FORMATIONInformation for growthIn Depth analysisOf applicationsTop managementcontact networkRaw materialssuppliersEnvironment &recyclingSafetyCross Check AnalysisBattery MakersSubstitutiontechnologies:Battery UsersSuperCap, FuelcellsConferences &Exhibitions5Tel.: 33 (1) 47 78 46 00E-mail: Beijing -
9、CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020CONTENTInformation for growthPART 1: RECHARGEABLE BATTERY MARKET IN2008/2009TECHNICAL, ECONOMICAL & REGULATIONTRENDSFORECASTS UNTIL 2015 & 2020CONCLUSIONS6Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting -
10、 December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020PART 1: RECHARGEABLE BATTERY MARKET IN2008/2009Information for growth1995 - 2009 RECHARGEABLE BATTERYMARKETNICD, NIMH, LI-ION AND LITHIUM POLYMERMAIN CHARACTERISTICSBATTERY SUPPLIERS MARKET SHARES IN 2008MAIN APPLICATIONS IN 20
11、08Millions cells7Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020Source : AVICENNE Compilation, December 2009WORLDWIDE RECHARGEABLE BATTERY SALESBY CHEMISTRY, UNITS (M CELLS), 1995 - 2009Information for growthThe world
12、wide rechargeable battery market, in volume, 1995-200960005000400030002000100001995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009(Est.)Ni-CdNi-MHLi-IonLi-PolMWh8Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery M
13、arket 2009 2020WORLDWIDE RECHARGEABLE BATTERY SALESBY CHEMISTRY, UNITS (M WH), 1995 - 2009Information for growthThe worldwide rechargeable battery market, in MWh, 1995-200930 00025 00020 00015 00010 0005 000-1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009(Est.)Ni-CdNi-MHLi
14、-IonSource : AVICENNE Compilation, December 2009Millions $USInformation for growth9Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020WORLDWIDE RECHARGEABLE BATTERY MARKETNiCdNiMHLi-ionLi-PBY CHEMISTRY, M$, 1995-2009After
15、 a huge decrease in 2001, market is increasing again from 2002 to 2009The worldwide rechargeable battery market, in value, 1995-20091000090008000700060005000400030002000100001995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009(Est.)(1) CAGR : Compound Annual Growth RateSource :
16、 AVICENNE Compilation, December 2009Wh / kg10Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020NICD, NIMH & LI-ION PRODUCTPERFORMANCESInformation for growth300250200150100500100200300400500600700Sanyo 18650MBI 18650BYD 1
17、8650Samsung 18650Sanyo 30*48*5MBI 30*48*5Samsung 30*48*5BYD 30*48*5BYD NiMH AASanyo NiMH AAMBI NiMH AASanyo NiCd AAMBI NiCd AASony0Gravimetric & volumic energy density by battery chemistryNiCdWh / lSource : AVICENNE Compilation, December 200911Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting
18、- December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020JAPANESE SALES4.9 Billions $ in 2008(07/08 growth : +10%)CHINESE SALES2.2 B$ in 2008(07/08 growth : +15%)REST OF THE WORLD 0.1 B$ in 200840%30%20%10%0%60%50%90%80%70%JAPANESE, CHINESE & KOREAN MARKET SHARE,IN VALUE, 2008Inform
19、ation for growthJapanese market share (value) decreases : from 82 % of the market in 2001 to lessthan 75% in 2003 & 56% in 2008Rechargeable battery market bycountryKOREAN SALES1.7 B$ in 2008(07/08 growth : +20%)Source : AVICENNE Compilation, June 2009JAPANMarket share in2009 in value56%growth 07/08i
20、n value10 %Market inValue (B$)4.9KOREA20 %20%1.7CHINA24 %15%2.2Growth in value 2007-200812Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020JAPAN4946M$KOREA1652 M$CHINA2235M$5%0%20%15%10%0%10%20%30%40%50%60%70%MARKET SHA
21、RES & GROWTH 2005/2008JAPAN, CHINA & KOREAN BATTERY INDUSTRYInformation for growthJapanese market share (value) decrease : from 82 % of the market in 2001 to lessthan 75% in 2003 & 56% in 200850%45%40%35%30%25%Market share in value (%)Source : AVICENNE Compilation, June 2009Information for growth13T
22、el.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020NICD BATTERY: MARKET SHARES IN 2008 INVOLUME & VALUE WORLDWIDESanyo53%BYD24%Matsushita8%SAFT8%Others7%The worldwide NiCd battery marketCompany market share in 2008 in valu
23、eSanyo42%Matsushita7%BYD36%SAFT5%Others10%The worldwide NiCd battery market Companymarket share in 2008 in volumeSource : AVICENNE Compilation, June 2009Information for growth14Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 20
24、09 2020NIMH BATTERY: MARKET SHARES IN 2008 INVOLUME & VALUE WORLDWIDEPEVE29%Sanyo23%Matsushita9%BYD3%GP14%Yuasa10%The worldwide NiMH battery marketCompany market share in 2008 in valueOthers12%Sanyo30%Matsushita10%PEVE8%BYD5%Gold Peak16%Yuaza14%Others17%The worldwide NiMH battery market Companymarke
25、t share in 2008 in volumeSource : AVICENNE Compilation, June 2009Li-ion & Polymer(M cells)Sanyo753Matsushita178Sony471BYD270Samsung SDI481LG Chemical240Lischen140Nec Tokin37Others542TOTAL3112Li-ion & Polymer(M US$)Sanyo1740Sony1131Matsushita415Samsung SDI1112BYD432LG Chemical540Nec Tokin88Lishen263O
26、thers1185TOTAL690617%LishenSanyo4%Information for growth15Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020LI-ION & POLYMER BATTERY: MARKET SHARESIN 2008 IN VOLUME & VALUE WORLDWIDESony16%Matsushita6%Samsung SDI17%LG Ch
27、emical8%BYD6%The worldwide Li-ion & Polymer batterymarket - Company market share in 2008in valueOthers17%Nec Tokin 25%1%Matsushita6%Sony15%BYD9%15%LG Chemical8%Samsung SDIThe worldwide Li-ion & Polymerbattery market - Company marketshare in 2008 in volumeNec Sanyo1% Others 24%Lishen5%Source : AVICEN
28、NE Compilation, June 2009Li-ion Cylindrical(M cells)Sony224Sanyo359Matsushita117SDI206LG106Others200TOTAL1213Li-ion & Polymer(M US$)Sony538Sanyo863Matsushita281SDI464LG240Others439TOTAL2 824Information for growth16Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Wor
29、ldwide Rechargeable Battery Market 2009 2020LI-ION CYLINDRICAL: MARKET SHARES IN 2008IN VOLUME & VALUE WORLDWIDESony19%Sanyo30%SDI17%Matsushita10%LG9%Others15%The worldwide Li-ion cylindrical batterymarket - Company market share in 2008in valueSony18%Sanyo30%MatsushitaSDI17%LG9%Others16%The worldwid
30、e Li-ion cylindricalbattery market - Company marketshare in 2008 in volume10%Source : AVICENNE Compilation, June 2009Li-ion & Polymer(M cells)Sanyo393BYD270SDI275LG134Sony246Lishen120MBI61Others399TOTAL1898Li-ion & Polymer(M US$)Sanyo877BYD432Sony593SDI648LG300MBI134Lishen219Others879TOTAL408217Tel.
31、: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020LI-ION PRISMATIC & POLYMER: MARKETSanyo21%BYD11%Sony15%SDI16%LG7%Lishen5%Others22%MBI3%SHARES IN 2008 WORLDWIDEThe worldwide Li-ion Prismatic &Polymer battery market - Compan
32、ymarket share in 2008 in valueSanyo21%BYD14%SDI15%LG7%Sony13%MBI3%Lishen6%Others21%Information for growthThe worldwide Li-ion Prismatic &Polymer battery market - Companymarket share in 2008 in volumeSource : AVICENNE Compilation, June 2009Million cells/year18Tel.: 33 (1) 47 78 46 00E-mail: Beijing -
33、 CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020SanyoSDISonyLG Chem5004003002001000700600200120022003200420052006200720082009 (Est)MAJOR LI-ION MANUFACTURERS YEARLYPRODUCTION 2001-2009Information for growthThe Li-ion production by battery makers, in volume, 2
34、001-2009800SonyMBISanyoNECMaxellBYDLG ChemSDILishenSource : AVICENNE Compilation, June 20095%SAFT volume) in 2008(inOthersSanyo13%Acer30%7%PanasonicMBIBYD15%Lenovo16%8%MBISonyMotorolaNiMH: 1.2 Billion US$ 17%SonyAnnual Growth = 0% 15%MaxellLGCYLINDRICAL00 100 200 Sanyo400200100300500 600 3005%CELLS1
35、0% M of cells 23%Portable PCs MBISanyo ordered 2008 SDI 3.1 B US$ 3%SDI+35%19Tel.: 33 (1) 47 78 46 00E-mail: DellBATTERY INDUSTRY IN 2008EVGPMobile & = - 16%SanyoMBI 29% 17%Others9%Sanyo Sony MBI SDI LGC 17%BYD11%Others13% Sanyo21%PRISMATIC &POL CELLS4.1 B US$+6%SonySDI16%Li-ion & Polymer: 6.9 Billi
36、on US$Annual Growth = +20%OthersMaxell25%Lishen53% SonyLishenLGC Lishen NEC Others LGLG ChemBYDSamsung LGEricssonToshiba 8% MBINokiaOthers 9%15%YuasaM Li-ion & Pol cells for mobile phones14%Lishen NEC BYD Maxell Others9% SOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, SEPT 20094%24% S
37、anyo 6%Chemical6% SDI19%PCs cells 2008)OthersInformation for growthNiCd: 0.8 Billion US$AnnualPhonesGrowthBattery MakersPortable(Millionbatteryinsuppliers7%8%OthersBeijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market2009 2020Market share in2008 in valuegrowth 07/0
38、8in valueMarket inValue (M$)NiCd9%-16%800NiMHLi-ion & Pol13%78%-2%16%1 2006 900Growth 07/08 in value20Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020NiMH1200 M$NiCdLi-ion6900 M$800 M$-20%-25%15%10%5%0%-5%-10%-15%0%10%
39、20%30%40%50%60%70%80%90%100%MARKET SHARES & GROWTH 2007-2008 FORNICD, NIMH & LI-ION BUSINESSInformation for growthGrowth 07/08 Vs. Market share 2008 for each battery chemistry (in value)25%20%Market share in value (%)Source : AVICENNE Compilation, June 2009Million cells21Tel.: 33 (1) 47 78 46 00E-ma
40、il: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 20201600140012001000BATTERY MAKERS: 2008 SALES IN M CELLS BYCHEMISTRYInformation for growthRechargeable battery market in volume by makers & chemistry,2008, in volume1800Li-PLi-ion PrismaticLi-ion Cylin
41、dricalNiMHNiCd8006004002000Source : AVICENNE Compilation, June 2009Million $22Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 202025002000BATTERY MAKERS: 2008 SALES IN M US$, BYCHEMISTRYInformation for growthRechargeable b
42、attery market in volume by makers & chemistry,2008, in value3000Li-PLi-ion PrismaticLi-ion CylindricalNiMHNiCd150010005000Source : AVICENNE Compilation, June 200923Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020(in vo
43、lume) in 2008CHINA46%CHINA53%CHINA25%NiCdNiMHCHINESE MAKERS STRENGTHS & WEAKNESSESInformation for growthChinese maker market share0%Li-ionSource : AVICENNE Compilation, June 200980%70%60%50%40%30%20%10%90%Recghargeable battery Market share by country, % invalue, 1993-2008Information for growth24Tel.
44、: 33 (1) 47 78 46 00E-mail: NICD IN 2009MAIN APPLICATION: POWER TOOLSOthers20%Security lighting8%Toys7%Householddevices3%E-bike, e-scooters13%Power Tools49%or decreased a little except e-bikewhich is increasing. Strong competition witho NiMH for Toys, cordless Phones,Household deviceso Li-ion for po
45、wer tools What will be the next step?1 050 Million NiCd cells725 M$NiCd by application worldwide, % in value, 2009CAGR 2004/2009-7% per year in volume-8% per year in value All the market segments are stableSOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, SEPT 2009Beijing - CIAPS Meetin
46、g - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020% of HEV battery in NIMH revenuesM$25Tel.: 33 (1) 47 78 46 00E-mail: NIMH IN 2009MAIN APPLICATION: HEVInformation for growthCordlessPhones10%Retail: RCcars,Toys,Household,DSC,22%HEV57%Others11%10%0%50%40%30%20%60%40020001 40
47、01 2001 0008006001 6002000200320062009 (Est.)1 100 M NiMH cells1.3 B$NiMH battery market worldwide in value% for HEV applicationOthersHEV% of HEV in NiMH salesCAGR 2004/2009+5% per year in Volume+10% per year in valueNiMH battery by applications, worldwide, % invalue, 2009SOURCE : THE RECHARGEABLE B
48、ATTERY MARKET 2008-2020 , AVICENNE, SEPT 2009Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020M$M$26Tel.: 33 (1) 47 78 46 00E-mail: LI-ION IN 2009MAIN APPLICATION: CELLULAR, NOTEBOOKInformation for growth2000200320062009 (Est)Cellular PhonesPortable P
49、CsOthers3 100 M Li-ion & Polymer cells6 900 M$Li-ion & Polymer Battery sales,M$, Worldwide, 2000-20098 0007 0006 0005 0004 0003 0002 0001 000-1 8001 6001 4001 2001 000800600400200-2000200320062009 (Est.)CAGR 2004/2009:+16% per year in volume+11% per year in valueLi-ion & Polymer Battery sales,M$, Wo
50、rldwide, 2000-2009Power toolsCamcordersMP3OthersDigital cameraGamesSOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, SEPT 2009Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 202027Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - Dec
51、ember 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020AGENDAInformation for growthBATTERY MARKET IN RECHARGEABLE2009 PART 2: TECHNICAL, ECONOMICAL ®ULATION TRENDS2015 FORECASTS UNTIL CONCLUSIONS28Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Wor
52、ldwide Rechargeable Battery Market 2009 2020THE MAIN TRENDSInformation for growthEconomical trendsPrice decreases,Investment,Technical trendsNew technologies, highercapacities, higher power,improving reliability &performances for rawmaterials,Regulation trendsProducts banned,cyclability, durabilityA
53、pplications trends Mobile -Portable PC VEHICLES - DigitalCameras - PDA - Power Tools - Toys -Cordless Phones - Home Appliances -Camcorders - Security systems - RC Cars Video games MP3 - .Geographic AreaUS - Western Europe - Japan -China - India - Latin America -Eastern Europe - Asia Pacific -Middle
54、East - RowProduction cost and others(US$/cell)Profit level (% of the revenues)Co price ($/kg)29Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 20200%70%60%50%40%30%20%10%Korean makers for prismatic cells in2008100%90%80%Op
55、eratingprofitSGALaborR&DRAW MATERIALS IS DRIVING THE BATTERYBUSINESSInformation for growthRAW MATERIALS ACCOUNT FOR 50 to 80% of Li-ion businessRAW MATERIAL COST IMPACT DRASTICALY ON THE BATTERY MAKERS PROFITProduction cost for Japanese, Chinese &0%2%4%6%8%10%12%14%16%05040302010807060Co Price18%Sou
56、rce : AVICENNE Compilation, June 2009$/kg30Tel.: 33 (1) 47 78 46 00E-mail: NEW MATERIALS FOR HIGHER CAPACITY ORLOWER PRICEInformation for growthINCREASING ENERGY & POWERNiMH:Ni & Co LME PRICES010080Source: Ovonics, March 2008604020140120NiCoBeijing - CIAPS Meeting - December 20th 2009 - The Worldwid
57、e Rechargeable Battery Market 2009 20202003 2004 2005 2006 2007 2008 2009SOURCE: LME, JUNE 2009Source : AVICENNE Compilation, December 200931Tel.: 33 (1) 47 78 46 00E-mail: ELECTROLYTECATHODE37 000 tonsActive MaterialsANODE22 000 tonsactive materialsSEPARATORSLiCoO2LiMPO4LiMn2O4LiNixMnyCozO2NCMLiNix
58、CozMnAlO2NCAGraphiteBATTERY RAW MATERIALS MARKET 2008Information for growthSiSnSiO2-SiASAHITONEN265 M mCELGARDUBEENTEK12 500 tonsUBECHIELMitsubishiTomiyamaSOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, SEPT 2009Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable
59、 Battery Market 2009 2020Information for growth32Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020RAW MATERIAL DEVELOPMENT & RAWMATERIAL MARKET CATHODEo Co need for batterieso Cathode raw materials supplierso Cathode ra
60、w materials marketLiCoO2,LiMn2O4LiMPO4 (M= Fe or Mn)LiNixMnyCozO2 - NMCLiNixCoyAlzO2 NCA-NCM ANODEo New Sn (Matsushita) or Si (Sony) SEPARATOR ELECTROLYTE LiPF6TonsAnnual Growth33Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market
61、2009 202037 13645%40%35%30%25%20%15%10%5%0%50%4000035000300002500020000150001000050000450002000200320062009 (Est)CATHODE ACTIVE MATERIALS NEEDS BY CELLSHAPEInformation for growthCATHODE ACTIVE MATERIALS MARKET (TONS)2000-2009Source : AVICENNE Compilation, December 2009Tons of Active Cathode material
62、s34Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020500004000035000300002500020000150001000020002002200420062008CATHODE ACTIVE MATERIALS NEEDS BYCHEMISTRYInformation for growthCathode active materials for Li-ion &Pol ba
63、tteries, in Tons, 2000-200945000LiFePO4NMC - NCALiMn2O4LiCoO2LiCoO268%9%Cathode active materials for Li-ion & Pol batteries, % ofvolume, 2009LiMPO43%LiMn2O420%NCM /NCASource : AVICENNE Compilation, December 200935Tel.: 33 (1) 47 78 46 00E-mail: CATHODE ACTIVE MATERIAL MARKET IN 2008Information for g
64、rowth-2 0004 0006 0008 00010 000OthersE-oneMaxellNECSGSLishenBYDLGCSDIMBISONYSANYOTonsLiCoO2NMCNCALiMn2O4LiFePO40%20%40%60%80%100%OthersE-oneMaxellNECSGSLishenBYDLGCSDIMBISONYSANYOLiCoO2NMCNCALiMn2O4LiFePO4SOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, SEPT 2009Beijing - CIAPS Meetin
65、g - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 202036Tel.: 33 (1) 47 78 46 00E-mail: CATHODE ACTIVE MATERIAL MARKET IN 2008LICOO2Information for growth-1 0002 0003 0004 0005 0006 0007 0008 0009 000Toda Kogyo CorpFMC LithiumSeido ChemSeimi ChemicalNippon ChemicalUmicore Korea
66、Nichia CorpBYDSony (Miyagi)MatsushitaChinese localTons of LiCoO2 for LIBSANYOSONYMBISDILGCBYDLishenSGSNECMaxellE-oneOthersNICHIA31%UMICORE27%NIPPONChem5%SEIMIChem9%Internal10%Chinese8%Others10%SOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, SEPT 2009Beijing - CIAPS Meeting - December
67、20th 2009 - The Worldwide Rechargeable Battery Market 2009 202037Tel.: 33 (1) 47 78 46 00E-mail: 0200400600800100012001400160018002000Seimi ChemicalToda Kogyo CorpNichia Corp3MTanaka chemMatsushitaTons of NMC for LIBSANYOSONYMBISDILGOthersNICHIA32%Matsushita8%TODAKogyo13%Tanaka28%CATHODE ACTIVE MATE
68、RIAL MARKET IN 2008NMCInformation for growthLGSeimiChemical3%3M8%LG8%SOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, SEPT 2009Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 202038Tel.: 33 (1) 47 78 46 00E-mail: CATHODE ACTIVE MATERIAL MAR
69、KET IN 2008NCAInformation for growth-2004006008001 0001 2001 400Sumitomo Metal MiningTons of NCA for LIBSONYMBITODAKogyo74%Toda Kogyo CorpSumitomo26%OthersSOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, SEPT 2009Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable
70、 Battery Market 2009 202039Tel.: 33 (1) 47 78 46 00E-mail: -200400600800Nikki ChemicalNippon denkoBYDNichia CorpCATHODE ACTIVE MATERIAL MARKET IN 2008LiMn2O4Information for growthTRONOXMitsui MiningTons of LiMn2O4 for LIBSANYOSONYSDIBYDNECE-oneOthersNICHIA22%NipponDenko7%Tronox44%BYD6%NikkiChem.8%Mi
71、tsuiMining13%SOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, SEPT 2009Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 202040Tel.: 33 (1) 47 78 46 00E-mail: LIFEPO4: SUPPLIERS IN 2008 & THEIRCUSTOMERSInformation for growthBeijing - CIAPS Me
72、eting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020050100150200250300350400450PHOSTECHBYDA123AUTRESMITSUINIPPONVALENCEINTERNEAUTRESA12382%Autres18%200720072008Source: AVICENNE, Juin 2009050100150200250300350PHOSTECHBYDA123VALENCESONYMITSUI ZozenAUTRESA12337%BYD31%9%NIPPO
73、N Chem.Autres19%2008 : 650 tonnes deLiFePO4Phostech41Tel.: 33 (1) 47 78 46 00E-mail: 0%20%40%60%80%100%OthersShanshan TechShenzhen BTRKansai Netsu KagakuMitsui MiningMitsubishi ChemicalJFE ChemicalNippon CarbonOsaka Gas ChemicalSumitomo MetalHitachi ChemicalANODE ACTIVE MATERIAL MARKET IN 2008Inform
74、ation for growthAnode active materials suppliers by battery manufacturers in 2008SanyoMBILGCLishenNECE-OneSonySDIBYDSGSMaxellOthersAnode Graphite (% in volume)SOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, SEPT 2009Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Recharge
75、able Battery Market 2009 202042Tel.: 33 (1) 47 78 46 00E-mail: 0%20%40%60%80%100%E-OneMaxellNECSGSLishenBYDLGCSDIMBISonySanyoSEPARATOR FOR LIB MARKET IN 2008Information for growthSeparator market for Li-ion & Li Pol batteries, 2008, by battery makers &battery suppliersOthersBAKAsahi Kasei ChemicalsT
76、onen Chemical NasuCelgardUbe IndustriesSumitomoSKEntekSOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, SEPT 2009Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 202043Tel.: 33 (1) 47 78 46 00E-mail: 0%20%40%60%80%100%OthersE-OneMaxellNECSGSL
77、ishenBYDLGCSDIMBISonySanyoELECTROLYTE FOR LIB MARKET IN 2008Information for growthElectrolyte market for Li-ion & Li Pol batteries, 2008 by battery makers & batterysuppliers (%)Ube IndustriesChielMitsubishi ChemicalTomiyama PureChemicalsMitsui ChemicalKishida ChemicalZhangjiagang GuotaiRonghuaChines
78、e othersBYD in-houseE-One Canada in-houseSOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, SEPT 2009Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020Discharge voltage / V vs. Li/Li+44Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting
79、 - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020Specific capacity /mAh.ml-10,00,20,60,41,00,805001000150020002500GraphiteSi/C complexcompoundNEGATIVE MATERIALS FOR LITHIUMSECONDARY BATTERIESInformation for growth1,2Metal nitrogencompoundLithium metalSn-O compoundSi-O compo
80、undSn-type alloySi-type alloySource : JM Tarascon, 200945Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020ANODE DEVELOPMENTInformation for growth SANYOo Si anode in developmento Launch: 2009 SONYo SnCoC in developmento
81、Launch: 2010 PANASONICo SiO2-Si in developmento Launch: 2009 SDIo Si type in developmento Launch: 2010 LGo Si type in developmento Launch: 201046Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020TECHNICAL, ECONOMICAL & R
82、EGULATIONTRENDSInformation for growthRAW MATERIALS TRENDSBATTERY SIZE TRENDSECONOMICAL TRENDSREGULATION TRENDSSAFETY ISSUES47Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020LI-ION CELL SIZES FOR PORTABLE PCSCYLINDRICAL
83、 CELLS SIZEInformation for growth18650 is the standardTrend : use of thin prismatic inPalm Tops or Very Portable PCs(Mitsubishi & Sony)85%Cylindrical cells by size in 2008Others15%=1.6Ah10%1.8Ah1%2.4Ah36%2.6Ah15%2.0Ah20%2.2Ah18650 cells by capacity in 2006 100 000 packs/yearSource : AVICENNE Compila
84、tion, December 200952Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020BATTERY PRICES IN 2009Information for growthPrice is highly depending on TECHNOLOGY SIZE & SHAPE (CYLINDRICAL / PRISMATIC) APPLICATION CUSTOMER VOLUM
85、E ORDERED BATTERY MAKERSUS Dollars / cell2000200220042006200820200246201201201201201853Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020AVERAGE PRICE PER CELL BY CHEMISTRY 2000-2010Information for growth0,532,521,51NiCd
86、Li-PolLi-ionNiMHNOTE: AVERAGE PRICE. NiMH will increase thanks to the HEV market where the cells are bigger: D cells (6.5 Ah).Co price high increase & 18650lack of productionGrowth of large NiMH cell forHEV0Source: Avicenne forecasts, June 2009Negotiated bare cell price(US$/cell)54Tel.: 33 (1) 47 78
87、 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 20202,92,72,52,32,11,918650 LI-ION BATTERY PRICES BY CAPACITY IN$ PER CELLInformation for growthNegociated Li-ion 18650 cell by capacity (US$) - 2004-2009After an increase, price will decrease
88、 again in 20093,33,1 144 v - 14 v14 42 v42 144 vMICROMILDMEDIUMFULLHYBRID LEVELS:HEVP-HEVEV*Note: Micro HEV are not in the HEV statistics & HEV forecastBeijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020MillionPenetration of hybrids in the globale sales
89、77Tel.: 33 (1) 47 78 46 00E-mail: 0,8%0,7%0,6%0,5%0,4%0,3%0,2%0,1%0,0%0,9%0,50,40,30,20,10HEV sold per year, M units, worldwide,2000 - 20080,6TOYOTAOTHERS%HEV MARKETInformation for growthLess than 1% of vehicle sold worldwide in 2008 was HybridJAPANUSAAVERAGEWWEUROPE3,5%3,0%2,5%2,0%1,5%1,0%0,5%0,0%2
90、000 2001 2002 2003 2004 2005 2006 2007 2008Penetration of hybrids in the global sales,2000-20084,0%Note: Micro HEV are not in the HEV statistics & HEV forecastSOURCE : THE RECHARGEABLE BATTERY MARKET 2008-2020 , AVICENNE, SEPT 2009Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Recharge
91、able Battery Market 2009 2020 000 HEV sold 000 HEV soldHEV sold per year, M units per car78Tel.: 33 (1) 47 78 46 00E-mail: 403060GMNISSANHEV WORLDWIDE IN 2008Information for growthTOYOTA82,2%HONDA9,7%FORD3,8%NISSAN1,7%GM2,6%CHRYSLER0,02%Total HEV Vehicles:More than 515 000 units in 2008SOURCE : TOYO
92、TA, HONDA, GM, FORD, CHRYSLERTOYOTAHONDAFORDHONDAFORD150 2010010500 0300250200400 50350450500HEV sold per year, M units per carmanufacturers, 2000-2008manufacturers, 2000-2008TOYOTAHONDAFORDHONDAGMFORDNISSANSOURCE : EV, PHEV & HEV WORLDWIDE MARKET 2008-2020 - BATTERY IS THE KEY, AVICENNE, JUNE 2009B
93、eijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020Million79Tel.: 33 (1) 47 78 46 00E-mail: HEV WORLDWIDE IN 2008Information for growthUSAJAPANEUROPEOTHERS0,300,250,200,150,100,050,00HEV sold per year, M units per country,2000-20080,400,35USAJAPANEUROPEO
94、THERSTotal HEV Vehicles:More than 515 000 units in 2008Note: Micro HEV are not in the HEV statistics & HEV forecastSOURCE : EV, PHEV & HEV WORLDWIDE MARKET 2008-2020 - BATTERY IS THE KEY, AVICENNE, JUNE 2009Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009
95、 2020Penetration of hybrids in the globale salesNumber of HEV sold worldwide ( Million)80Tel.: 33 (1) 47 78 46 00E-mail: 0,05,04,03,02,01,09,08,07,06,02005200720092011HEV(2) sold, in million units, worldwide,2005 - 2015AVICENNE June 2009IIT (march 2008 &2009)Mc KINSEY (2008)AAB (May 2008)Freedonia (
96、Dec 07)Freedonia Dec 06Deutsche Bank (June2008)Toyota, 2008BOSCH (September2008)SanyoHEV FORECASTS UP TO 2015Information for growthHEV MARKET IN 2015 : 2 Million units (1)TIAX (B. Barnett,2013 2015 march 2008)(2) HEV & hybrid excluding micro hybrids(1) Assumptions:- 76 M vehicle sold WW in 2015- 2.8
97、% Hybrids6%4%2%0%16%14%12%10%8%2000 2002 2004 2006 2008 2010 2012 2014Penetration of hybrids (2) in the globalsales, 2000-2015USAJAPANEUROPEAVERAGE WWSOURCE : EV, PHEV & HEV WORLDWIDE MARKET 2008-2020 - BATTERY IS THE KEY, AVICENNE, JUNE 2009Beijing - CIAPS Meeting - December 20th 2009 - The Worldwi
98、de Rechargeable Battery Market 2009 2020PRIUS IPRIUS IICapacity6.5 Ah6.5 AhCells228 (38 * 6)168 (28 * 6)Voltage273.6 v201.6 vSpecific power1000 W/kg1300 W/kgSpecific energy46 Wh/kg46 Wh/kgTotal power/HEV36 kW37.8 kWTotal energy/HEV1778 Wh1310 WhCapacity (mAh) for NiMH cell - Index 100 in1996NiMH Cos
99、t per kWh - Index 100 in 199681Tel.: 33 (1) 47 78 46 00E-mail: NIMH BATTERY DEVELOPMENTSInformation for growthNiMH Capacity is increasingExemple of AA NiMH(index 100 in 1996)250200150100500NiMH cost per kWh is decreasing(index 100 in 1996)120100806040200SOURCE : EV, PHEV & HEV WORLDWIDE MARKET 2008-
100、2020 - BATTERY IS THE KEY, AVICENNE, JUNE 2009Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020PEVESANYO MBICOBASYSJCSTOYOTA3LEXUS3HONDA33FORD3NISSAN3GM33CHRYSLER3VWuDAIMLERuBMWuPSAuCHERYuPRODUCTIONDEVELOPMENT82Tel.: 33 (1) 47 78 46 00E-mail: NIMH BAT
101、TERIES FOR HEV IN 2008Information for growthThanks to TOYOTA, Panasonic EV, got more than 85% of the HEV battery marketand a large know-how3 Supply - u DevelopmentSOURCE : EV, PHEV & HEV WORLDWIDE MARKET 2008-2020 - BATTERY IS THE KEY, AVICENNE, JUNE 2009Beijing - CIAPS Meeting - December 20th 2009
102、- The Worldwide Rechargeable Battery Market 2009 2020TOYOTANISSANHONDAFORDMITSUBISHIBYD AUTO BOSCHDAIMLERJCPANASONICPEVENECAESCGSYJV (HEV)LEJ (EV)SDISB LiMotiveSAFTJVBYDHEV, EVEVONIK - LitecJVMAGNAPartnerPRIUS III NiMH PRIUS x - Li-ionVolts201.6201.6Cells168 (28*6)56Capacity6.5 Ah3.8 AhEnergy1310 Wh
103、766 WhWeight38 kg25 kgTC Range +Cyclability +SafetyCost83Tel.: 33 (1) 47 78 46 00E-mail: LI-ION BATTERIES DEVELOPMENTS FORHEV, P-HEV & EVInformation for growth Li-ion is THE solution for the future BUT, SAFETY & COST issues Lot of technical solutions (NMC, NCA, LFP, LCO.) Lot of EXPENSIVE Developmen
104、ts Lot of JV, partnerships etc.JOINT VENTURE & STRONG PARTNERSHIPBeijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020Li-ionSanyoHEV*TeslaPHEV*PEVEAESC (Nec-Nissan)JC-SAFTHEV*JV GSY - HONDAA123PHEV*HEV*HEV*HEV*MBIEV*LGPHEV*P-HEV*LEJ (GSY-Mitsubishi)LiMoti
105、ve (SDI-BOSCH)HEV*PHEV*PHEV*HEV*EV*ENAX - CONTINENTALMAGNAGAIAPHEV*?TOSHIBABYDSKPHEV*HITACHIBATSCAP (BOLLORE-EDF)OTHERSLiTecEnaxACP/E-OneEnerdelACP/E-OneCHRYSLERPININFARINAMITSUBISHIHYUNDAI BYD AutoDAIMLERSUBARUTOYOTA HONDAMAZDANISSANSUZUKIFISKERTHINKTESLABMWFORDSAICPSAGMVWInformation for growth84Te
106、l.: 33 (1) 47 78 46 00E-mail: LI-ION BATTERIES DEVELOPMENTSHEVP-HEVEV* Not confirmedBeijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020Million Units$ US, Million85Tel.: 33 (1) 47 78 46 00E-mail: NIMH & LI-ION BATTERY FOR HEVMARKET FORECASTS (2002-2015)I
107、nformation for growth100500NiMH & Li-ion cells sold per year, Millionunits, worldwide, 2002-2015450400350300250NiMHLi-ion50002001000150NiMH & Li-ion market for HEV, Million $US,worldwide, 2002-2015250020001500NiMHLi-ionBeijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery
108、 Market 2009 2020Source : AVICENNE Compilation, December 2009M US$M US$86Tel.: 33 (1) 47 78 46 00E-mail: SHORT TERMHEV IMPACT ON NIMH BATTERY MARKETInformation for growth50003 0002 50050002 0001 5001 5001 0001 0002 5002 000HEVOthersTHE NIMH BATTERY MARKET ISINCREASING THANKS TO HEVNIMH Battery sales
109、, M US$, Worldwide,2000-2015IN 2015, 70% OF THE NIMH BATTERIESWILL BE SOLD FOR HEVNiMH Battery sales, M US$, Worldwide,2000-2015Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020Source : AVICENNE Compilation, December 2009Li-ion penetration in electron
110、ic devices & HEV87Tel.: 33 (1) 47 78 46 00E-mail: LI-ION PENETRATION IN VARIOUS DEVICESAVICENNE & OTHER ANALYSTS FORECASTInformation for growthCellular Phones(to = 1994)Portable PCs(to = 1994)Power Tools(to = 2004)AVICENNE(2)to=2009IIT(3)(to=2009)AAB(4)(to=2009)TIAX (5)(to=2009)AVICENNE (1)to=200960
111、%50%40%30%20%10%0%80%70%100%90%012345678910111213141516YEARS(1)(2)(3)(4)AVICENNE HEV Forecasts, march 09, Relevant scenarioAVICENNE HEV Forecasts, march 09, Li-ion Optimistic scenarioIIT, TAKESHITA, March 08, THE 25th INTERNATIONAL BATTERY SEMINAR & EXHIBIT, Slide 8 & March 2009, 26th Battery Semina
112、r, Slide 5AAB, Menahem ANDERMAN, Ph.D, Tampa, Florida, May 2008(5)TIAX, Brian BARNETT, Ph.D, Testifying Expert for University of Texas , March 2008Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020Source : AVICENNE Compilation, December 2009Number of H
113、EV sold worldwide (000)% of Li-ion battery in HEVM$88Tel.: 33 (1) 47 78 46 00E-mail: LONG TERMHEV BATTERY FORECASTSInformation for growth70%60%50%40%30%20%10%0%4 5004 0003 5003 0002 5002 0001 5001 0005000HEV market, million units, worldwide, 2005-2020HEV (million)% of Li-ion - Relevant Scenario% of
114、Li-ion - Optimistic Scenario0%40%35%30%25%20%15%10%5%030002500200015001000500HEV battery market worldwide, million $2000-2020NiMHLi-ionPenetration of Li-ion in HEV (%)Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020Note: Micro HEV are not in the HEV
115、statistics & HEV forecastSource : AVICENNE Compilation, December 2009 000 units200220032004200520062007200820092010201120122013201420152016201720182019202089Tel.: 33 (1) 47 78 46 00E-mail: PLUG-IN HYBRIDSP-HEVInformation for growthBeijing - CIAPS Meeting - December 20th 2009 - The Worldwide Recharge
116、able Battery Market 2009 2020400500150100250350300450400P-HEV Shipment*, 000 units,2002-2020 Energy per 100 % powered by Li-ion Average P-HEV=5 kWhAVICENNETIAXIIT JapanCalifornia AirRessourceBoardFORDF&SDr Anderman2000001000000400000300000500000200600000700000201020122014201620182020P-HEV FORECAST i
117、n units(Different Sources)Source : AVICENNE Compilation, December 2009unitsMillions90Tel.: 33 (1) 47 78 46 00E-mail: ELECTRIC VEHICLEEVInformation for growthBeijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020400 00010000050000025000020000015000030000045
118、00004000003500002002 2004 2006 2008 2010 2012 2014 2016 2018 2020P-HEV Shipment, units,2002-2020AVICENNEFORD Dr.Anderman Energy per 100 % powered by Li-ion Average P-HEV= 25 kWhDeutscheIIT JapanBank0,40,2010,80,61,21,4201020122014201620182020Source : AVICENNE Compilation, December 2009MWhM$91Tel.: 3
119、3 (1) 47 78 46 00E-mail: BATTERIES FOR AUTOMOTIVE2000-2020Information for growthBeijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 20202 000-12 00010 0008 00014 00016 00018 000Batteries for HEV, PHEV & EV in MWhNiMH for HEVLi-ion for HEVLi-ion for P-HEVLi-i
120、on for EV1 000-6 0002 0004 0005 0004 0003 0006 0007 000Batteries for HEV, PHEV & EV in M$NiMH for HEVLi-ion for HEVLi-ion for P-HEVLi-ion for EVSource : AVICENNE Compilation, December 200992Tel.: 33 (1) 47 78 46 00E-mail: HEV, P-HEV & EVTAKEAWAYSInformation for growth The Hybrid vehicle is the only
121、mass market choice for electric traction cars today Toyota opened this market and earn money with HEV models The hybrid vehicles is now a niche market: in 2015 we believe more than 2,1 millionHybrid cars will be sold worldwide The battery technology is today the NiMH, we dont expect the Li-ion to be
122、significant on the HEV mass market P-HEV & EV will be powered by Li-ion In 10 years, 1 M EV will represent roughly 5 B$, 25 000 MWh or 40 000 tones ofcathode materials! HEV, P-HEV & EV will change the gasoline dogma in the car Industry. In the nextdecade, we are expecting one of the world most impor
123、tant disruption in the carindustry Then, EV could change totally the battery market on a long term basis.Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020CONCLUSIONSMWhMWh94Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 -
124、 The Worldwide Rechargeable Battery Market 2009 2020WORLDWIDE BATTERY MARKET IN VOLUME(M WH) BY CHEMISTRY (1995 - 2020)Information for growthNi-MHNi-CdLi-Ion10 000-30 00020 00070 00060 00080 000Ni-CdNi-MHLi-Ion10 000-30 00020 00060 00050 00050 00040 00040 00080 00070 00090 000Ni-CdNi-MHLi-IonSource
125、: AVICENNE Compilation, December 2009Millions US $95Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020NiCdNiMHLi-ionLi-PWORLDWIDE BATTERY MARKET IN VALUE(M$) BY CHEMISTRY (1990 - 2020)Information for growth20000180001600
126、014000120001000080006000400020000Source : AVICENNE Compilation, December 2009Millions US $96Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020NiCdNiMHLi-ionLi-PWORLDWIDE BATTERY MARKET IN VALUE(M$) BY CHEMISTRY (1990 - 2
127、020)Information for growth1600014000120001000080006000400020000Source : AVICENNE Compilation, December 2009Million US$Million US$200020052010201520202000 2005 2010 2015 202097Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009
128、 2020NIMH APPLICATION WILL CHANGE DRASTICALLYLI-ION MARKET DRIVEN BY CELL PHONES, PCS & EVInformation for growth-5001 0002 5002 0001 500NiMH market (MUS$)2000, 2005, 2010, 2015, 2020OthersHEVCordless PhonesConsumersCellular &Portable PCs-2 0004 0008 0006 00018 00016 00014 00012 00010 000Li-ion & Pol
129、 market (MUS$)2000, 2005, 2010, 2015, 2020OthersEVP-HEVHEVPower ToolsNotebookCellularSource : AVICENNE Compilation, December 200998Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020TAKEAWAYSInformation for growth Are use
130、rs totally satisfy with their batteries ? Will the portable electronic market increase ? Are the power needs per electronic devicesincreasing ? Is miniaturization a high trend in portableelectronics ? More than half of the worldwide populationhad never madea phone call in their life.GROWTHDigital Ca
131、meraCellularMobileInternetNew AppTPMSINNOVATIONGPRSUMTS42 vsystemsFuel CellsWORKSmartPhoneE-bikeWi-FiLi-PolLiPF6Wh/l99Tel.: 33 (1) 47 78 46 00E-mail: Beijing - CIAPS Meeting - December 20th 2009 - The Worldwide Rechargeable Battery Market 2009 2020CONTACTInformation for growthInformation for Christophe PILLOTTel. +33 - (0)1 - 47 78 46
