High-capacity batteries will begin mass commercialization in 2011

The continuous growth of various consumer electronics products in 2010 has driven the demand for lithium batteries in different applications. According to EnergyTrend's observation, low-capacity battery cells have reached a low price point in 2011, and Japanese manufacturers have gradually moved to the downstream Package factory to move, and Korean battery makers will slow down the price war situation. In order to stimulate end-user demand, high-capacity batteries will begin to be commercialized in large quantities.

From the perspective of the battery cell industry, EnergyTrend believes that in 2011, there will be 5% demand for macromolecule cell cores; the square cell will have a balance between supply and demand or some micro oversupply; the cylindrical cell will be oversupplying 15%. At present, the assembly industry has created different supply models due to various brand habits. Coupled with the trend of lithium battery supply chain integration and unpredictability of the market, the development of lithium batteries in 2011 is still changing.