Samsung SDI is Korea's largest lithium battery manufacturers
In the past, the company's main business includes CRT, PDP, clean energy, etc., and later through a series of equity changes, showing that business gradually weakened, lithium batteries become the main business, the current main application in the field of IT batteries, EV electric vehicles, ESS storage batteries and PV The battery is the company's new business direction.
IT lithium battery: polymer is the direction
IT batteries are mainly three types, round batteries (45%), square batteries (37%), polymer batteries (18%), where the polymer and square development momentum is better. Polymer battery price is the most expensive, but the most thin and 40% of the energy storage advantages. The current Apple full range of products are using polymer lithium battery, the future of smart phones, tablet PCs and Ultrabook thin trend is an important driving force for the growth of polymer batteries, in addition, the polymer customization strong, packaging, capacity and shape can be in accordance with Customers need to customize, its suppliers also include ATL, God, LG CHEM and SONY.
EV electric car battery: just started
The company just and BMW in Frankfurt show i3 models, currently only 6 billion RMB income, is expected to 13 years to reach 40 to 50 billion, and by 2015 the entire market to reach 100 billion scale. I3 battery 1KW price of 800 dollars, pure electric vehicles will be half of the battery price, production is expected to drop half of the industry long-term operating profit margins to reach 10%.
ESS energy storage battery: with explosive power
ESS is mainly used for solar and wind energy, the current rapid growth in demand for Japanese families, SDI and Japanese companies have signed a contract, about 3 years 6 billion RMB. The current price of 1KW to more than 800 dollars, 10KW is about 4 to 5 households electricity consumption. In addition, Japan is planning to launch a home subsidy program, if you can go to 1KW 300 dollars the family will be able to pay, and the market is expected to expand 3 to 4 times the expected 12 years ESS will grow very fast.
PV solar energy: in the development stage
SDI early to do the development of crystalline silicon cells, but the future will focus on thin film batteries, such as a new generation of copper indium gallium selenium (CIJS) thin film batteries for 12 to 13 years of business reserves.
Investment enlightenment
We focus on IT batteries, polymer lithium batteries will be the best direction for future development in this area, smart phones, tablet PCs and Ultrabook will be an important driving force for the future. The mainstream of the battery market will continue to be Japan and South Korea manufacturers of the world, but for the assembly, the mainland manufacturers have the opportunity, for example, polymer lithium battery assembly are currently designated by the end customer manufacturers to do, with good customer relationship , Cost advantages and excellent power management module manufacturing capacity of the manufacturers are expected to gain growth opportunities, but the industry is sufficient barriers to ensure that the process of increasing the amount of competition will not be squeezed by competitors is the need to consider the risk of the problem The