Research Reports
  • Battery Silver Member Report- 1Q18
    Membership: Battery Silver Member
    IT Application In 1Q18, the supplies of cylindrical battery and prismatic battery remain tight. Yet, SDI has cancelled the suspension of production and decided to supply prismatic battery in 2018, alleviating the tight supply situation for prismatic battery. The tight supply of cylindrical battery in 2018 will continue to happen. Cobalt price has surged, making LCO cell prices in 2Q18 rise massively. Due to the tight supply, the increase of cylindrical battery price will surpass 10%. Thus, the MNC battery combined lithium and cobalt materials will start to enter the market in 4Q18. If the material price keeps increasing, in 4Q18, battery cell price will reflect the material cost again. Power Application Tesla will increase energy density and reduce cobalt usage amount by enlarging battery cell volume and changing material percentage. With the current battery technology, when the penetration rate of new energy passenger vehicle reaches 15%, cobalt will be in short supply. The cost-effectiveness of energy storage battery for frequency offset will be higher than the general power adjustment (LL). China’s release of standard specifications and recycle standard for lithium battery cell and battery pack may help the reuse of lithium battery life cycle.
    2018-04-11 Download
  • EnergyTrend Battery Silver Member Report-Presentation File-4Q17
    Membership: Battery Silver Member
    Consumer Electronic Application Power Application
    2018-01-03 Download
  • EnergyTrend Battery Silver Member Report-3Q17-Presentation File
    Membership: Battery Silver Member
    IT: Cylindrical Battery's Supply & Demand Status in IT & Power Sectors Korea & Japan's Leading Battery Capacity Dynamics Battery Cell Price Trend Electric Application: Features of Power Battery Performance and Trend for Power batteries China (Shanghai) International Battery Industry Fair- Rapid Charging and the Development of Its Accessories Industry
    2017-10-03 Download
  • Battery Market in IT and EV Applications-Presentation File-3Q16
    Membership: Battery Silver Member
    Consumer Application Cylindrical, Prismatic, and Polymer Battery Price and Supply / Demand Battery Capacity Updates in China and the World Power Application New Energy Vehicle Policy in China NMC Condition and Transformation in China New Energy Vehicles Market Forecast in 2017
    2016-10-12 Download
  • Battery Market in IT and EV Applications-Presentation File-1Q16
    Membership: Battery Silver Member
    Consumer Application Cylindrical, prismatic, and polymer battery price and supply/demand Battery capacity updates in China and the world Future trends of the three types of battery cells Power Applications Key to new energy vehicles in China Power battery shipment statistics in 2015
    2016-04-21 Download
  • Battery Market in IT and EV Applications-Presentation File-4Q15
    Membership: Battery Silver Member
    Consumer Applications - Cylindrical, prismatic, and polymer battery price and supply/demand - Battery capacity updates in China and the world - Future trends of the three types of battery cells Power Applications - Key to new energy vehicles in China - Power battery shipment statistics of 2015
    2016-01-20 Download
  • Battery Market in IT and EV Applications-Presentation File-3Q15
    Membership: Battery Silver Member
    Consumer Applications Changes in battery cell supply and demand Battery capacity updates in China and the world Cylindrical, prismatic, and polymer battery price and supply/demand Future trends of the three types of battery cells Power Applications New subsidy plans for new energy vehicles The rise of low-speed electric vehicles (EV) (mini cars), passenger cars, and light-commercial vehicles
    2015-10-19 Download
  • 2Q15 Presentation
    Membership: Battery Silver Member
    IT & ESS
    2015-07-22 Download
  • 1Q15 Presentation File
    Membership: Battery Silver Member
    IT Application and Wireless Charging
    2015-04-16 Download
  • Battery Silver Member Report_1Q14_Excel
    Membership: Battery Silver Member
    2014-02-28 Download