Research Reports

Battery Silver Member Report- 2Q18

Research Reports


  • Lithium Battery Market Dynamics - Materials Cell and Application Requirement

Last Update

  • 2018-06-15

Update Frequency

  • Quarterly


  • PDF

Report Overview

IT Application
Battery cell price will increase rapidly in 3Q18
Chinese battery cell will lead to the increase the market share of polymer battery
Cylindrical and prismatic batteries will eventually become marginalized
Resistor price will start to increase in 3Q18
Power Application
Toyota will raise the rate of EV vehicles
Chinese power battery market development (new energy vehicle and energy storage)
Cathode Material Market
High voltage and high nickel will be two mainstreams of high energy density
China will focus on high voltage materials in short term
High nickel system reduces cost but increases safety risk
Cobalt will be hard to depart from seller’s quotation mechanism in the short term
Rigid demand will prompt China to expand lithium material development


Duff Lu.

Joanne Wu

Grace Li

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