For notebook computers (NB), the rise of tablet computers has become a trend in 2010. More tablet PC products will be introduced into the market in 2011. Therefore, relatively speaking, the polymer batteries for tablets are highly valued (Li Battery-based) will create a small number of batteries that continue to grow in the limited supply situation.
EnergyTrend pointed out that many manufacturers in the market, including SONY, have related high-capacity lithium battery products, which are expected to be introduced into the market in 2011. By then, smart phone power consumption, battery life, and product design will all become The change is overall positive.
On the other hand, the batteries required for traditional notebook computers are mainly cylindrical batteries. Because of the low demand in the notebook computer market and the continuous production of battery capacity, the prices of such lithium batteries continued to decline in 2010 and have come. New lows. EnergyTrend looks forward to the NB lithium battery market in 2011. It is expected that there will still be more than 20% oversupply, and prices will still be difficult to recover in the short term.
Including SONY and Panasonic, which have introduced the role of pure cell suppliers one after another. Currently, there are only three suppliers of SDI, LGC, and Sanyo in the market. At the same time, interest rates have also continued to decline. Under the influence of cost pressure in the future, Whether these international giants will transfer orders to Taiwanese assembly plants remains to be seen, and if they do, it will be helpful for Taiwan plants.
In 2011, the battery industry will develop toward polarization
According to the forecast of EnergyTrend, a research organization owned by Trendforce, the development of global consumer products will continue to be confronted with new and old situations in 2011. For the battery industry, there will be two polarizations and new changes in the market. .