第27届国际电池展销跟研讨会-ii.pdf

Worldwide Market Update on NiMH, Li Ion Polymer Batteries for Portable the future Applications THE 27th INTERNATIONAL BATTERY SEMINAR EXHIBIT 10:30 -12:15 Pre-Seminar Tutorial II March 15, 2010 Hideo Takeshita, VP/ takeshita@iit.co.jp Hiroshi Mukainakano, Project General Manager/ mukainakano@iit.co.jp Institute of Information Technology, Ltd./ http://www.iit.co.jp Contents today – Focusing on LIB – Copyright ©2009-2010 /IIT Page 2 1. LIB for portable devices • Application expanding…Constant growth beyond 01CY IT recession 09CY financial crisis – Technology and growing driver of LIB is notebook PCs – 18650 cell demand will be constantly strong in the future including that for Power Tools – Prismatic and pouch cell demand will increase a bit for cellular and digital cameras – New application is still coming such as iPad • Samsung SDI will be No.1 as planned, LGC will follow to be No.2 – JP are overwhelmed by Korean’s production speed, cell performance QCD factors, weaker Korean Won was the following wind for them – Thorough bench mark of JP, getting human resources from JP, and investment tactics are the methods – JP keep fighting with Koreans by the usage of new materials and the introduction of non- portable device application – Koreans are smart enough to postpone the investment in 10CY, although JP make further expansion of the production capacity • Still big room for 18650 cell capacity enhancement and cost reducti