中国におけるバッテリー市場

Abstract

Chinese market to rise 12.5% yearly through 2010

Chinese demand for primary and secondary batteries is projected to rise 13 percent annually through 2010 to ¥120 billion. Among the factors driving this growth are strong demand for batterypowered products such as cellular phones and digital cameras, and increasing production of electrical and electronic devices. Market gains will also be supported by an ongoing shift in the product mix toward more expensive batteries (such as lithium-based cells) that deliver enhanced performance for high-drain electronic equipment. Secondary battery market gains will outpace demand for primary batteries through 2010, due in part to strong growth in the use of highdrain portable electronic devices.

Alkaline among the best primary battery prospects

Although zinc-carbon/zinc-chloride batteries are forecasted to dominate primary battery sales in 2010, alkaline batteries will experience the strongest rates of growth, supported by a shift in the primary battery product mix from zinc-based cells toward alkalines. Driving market growth will also be the increasing number of battery-powered portable devices in use and a shift in sales toward more expensive, high-rate alkaline batteries. Primary lithium battery demand will also be strong.

Consumer uses to remain top primary battery segment

Consumer applications will account for over two-thirds of all primary battery sales in 2010. Driving market gains will be such factors as continual improvements in primary battery performance -- allowing them to be employed in a growing array of applications -- and a shift in the product mix toward more powerful, higher-priced batteries (such as alkaline cells and advanced lithium batteries). Market gains for primary batteries will also be supported by rising durable goods production, which will boost demand in the industrial sector.

Li-Ion to outpace other secondary battery types

Supported by rapidly expanding use of high-drain electronic products like wireless phones, notebook computers and digital cameras, Li-Ion batteries experienced a meteoric growth during the 2000 to 2005 period. Looking forward, lithium-based batteries will remain the fastest growing secondary batteries. Helping to boost sales will be the superior performance attributes of these batteries compared to other chemistries, as well as declining prices and continual technological innovations in lithium battery design.

Portable devices the largest, fastest growing secondary market

Demand for secondary batteries used in portable devices is expected to advance the strongest among all secondary battery segments as personal income increases and various high-drain products like digital cameras and advanced cellular phones equipped with such features as Internet access, e-mail, color displays and cameras become more common. Manufacturers have also been reducing the time needed to recharge certain secondary batteries, thereby making the units more appealing to consumers who usually opt for more convenient primary cells.

Study coverage

Details on these and other key findings are available in Batteries in China, a new Freedonia industry study presents historical Chinese demand data for 1995, 2000 and 2005 plus forecasts to 2010 and 2015 by primary and secondary battery product (e.g., zinc-carbon/zinc-chloride, alkaline, leadacid, silver oxide, zinc-air, nickel-metal hydride, nickel-cadmium) and by market. The study also considers market environment trends and indicators, reviews battery technology, presents market share data and profiles 33 leading competitors.

Table of Contents

INTRODUCTION

I. EXECUTIVE SUMMARY

II. MARKET ENVIRONMENT

• General
• Economic Overview
• Population Patterns
• Personal Income & Expenditure Trends
• Industrialization & Manufacturing Trends
• Currency Exchange Rates
• Government Spending & Investment Trends
• Motor Vehicle Outlook
• Electrical/Electronics Sector Outlook
• Environmental & Regulatory Considerations
• The Five-Year Plan

III. TECHNOLOGY

• General
• Basic Electrical Properties
• Battery Construction & Operation
• Conventional Battery Chemistries
• Advanced Battery Chemistries
• Fuel Cells & Other Alternative Sources of Power
• Smart Batteries

IV. BATTERIES OVERVIEW

• General
• Pricing Patterns
• International Environment
  • World Outlook
  • Foreign Trade
    • Primary Batteries
    • Secondary Batteries

V. PRIMARY BATTERY PRODUCTS

• General
• Zinc-Carbon/Zinc-Chloride Batteries
• Alkaline Batteries
• Primary Lithium
• Other Primary Batteries
  • Silver Oxide
  • Zinc-Air
  • Specialty & All Other Primary Batteries

VI. PRIMARY BATTERY MARKETS

• General
• Consumer Primary Battery Market
  • Entertainment
  • Toys & Games
  • Photography
  • Lighting
  • Other Consumer Markets
• Industrial Primary Battery Market
• Government Primary Battery Market
• Other Primary Battery Markets

VII. SECONDARY BATTERY PRODUCTS

• General
• Lead-Acid Batteries
  • Starting/Lighting/Ignition
  • Non-SLI
    • Motive Power
    • Stationary & Other Types
• Rechargeable Lithium Batteries
  • Lithium Ion
  • Lithium Polymer
• Nickel-Cadmium Batteries
• Nickel-Metal Hydride Batteries
• Other Secondary Batteries
  • Rechargeable Alkaline
  • Rechargeable Zinc-Air
  • Nickel-Hydrogen
  • Sodium-Sulfur
  • All Other

VIII. SECONDARY BATTERY MARKETS

• General
• Electric Bicycles, Motor Vehicles & Other Transportation
  • Electric Bicycles
  • Traditional Motor Vehicles
  • Farm Vehicles
  • Motorcycles
  • Hybrid-Electric Vehicles
• Portable Devices
  • Personal Communications Devices
  • Portable Computers
  • Power Tools
  • Other Portable Devices
• Motive Power
  • Industrial & Mining Vehicles
  • Recreational & Other Motive Power
• Backup Power Supplies
  • Industrial
  • Telecommunications
  • Utility-Related
• Government & Other
  • Government
  • Other

IX. INDUSTRY STRUCTURE

• General
• Industry Composition
• Market Share
  • Primary Batteries
    • Procter & Gamble
    • Shandong Goldlo Industrial
    • Guangdong Chaoan Zhenglong
    • Xiamen Three Circles
    • Guangzhou Tiger Head Battery
  • Lead-Acid Secondary Batteries
    • Baoding Jin Fengfan Storage Battery
    • Johnson Controls
    • GS Yuasa
    • Tianneng Power International
    • Coslight Technology International
  • Other Secondary Batteries
    • BYD
    • SCUD Fujian Electronic
    • Huanyu Power Source
    • China BAK Battery
    • Matsushita Electric Industrial
• Research & Product Development
• Manufacturing
• Marketing & Distribution
• Financial Requirements
• Mergers, Acquisitions & Industry Restructuring
• Cooperative Agreements
• Foreign Participation in China
  • Legal & Regulatory Issues
  • Wholly-Owned Foreign Enterprises
  • Joint Venture
  • Representative Offices

Company Profiles

• Aucma New Power Technology Company Limited
• Baoding Jin Fengfan Storage Battery Company Limited
• BYD Company Limited
• Chaozhou Xuntong Power Source Company, see EnerSys
• China BAK Battery Incorporated
• China Shoto PLC
• Coslight Technology International Group Limited
• CSIC Zibo Storage Battery Factory
• Duracell, see Procter & Gamble Company
• Energizer Holdings Incorporated
• EnerSys
• Fujian Nanping Nanfu Battery Company, see Procter & Gamble Company
• Fujian Quanzhou Huaqiao Storage Battery Factory
• Gold Peak Industries Holdings Limited
• GP Batteries International, see Gold Peak Industries Holdings
• GS Yuasa Corporation
• Guangdong Chaoan Zhenglong Enterprise Company
• Guangxi Wuzhou Sunwatt Battery Company Limited
• Guangzhou Hi-Watt Battery Company, see Guangzhou Tiger Head Battery Group Compan and Hi-Watt Battery Industry Company
• Guangzhou Tiger Head Battery Group Company Limited
• Hi-Watt Battery Industry Company Limited
• Huanyu Power Source Company Limited
• Hubei Camel Storage Battery Company Limited
• Jiangsu HighStar Chemical Battery Company Limited
• Johnson Controls Incorporated
• Matsushita Electric Industrial Company Limited
• Minhua Battery Company Limited
• Narada Power Source Company Limited
• Ningbo Baowang Battery Company, see Spectrum Brands
• Procter & Gamble Company
• SANIK Battery Company Limited
• SANYO Electric Company Limited
• SCUD Fujian Electronic Company Limited
• Shandong Goldlo Industrial Group Company Limited
• Shanghai White Elephant Swan Battery Company Limited
• Shenzhen Desay Battery Technology Company Limited
• Simplo Technology Company Limited
• Spectrum Brands Incorporated
• TCL Corporation
• Tianjin Lantian SANYO Energy Company, see SANYO Electric Company
• Tianjin Lishen Battery Joint-Stock Company Limited
• Tianjin Tong Yee Industrial Company, see GS Yuasa
• Tianneng Power International Group
• Weihai Wenlong Power Supply Group Company Limited
• Xiamen Three Circles Company Limited
• Xinxiang Taihang Power Source Group Company Limited
• Yuasa Battery Guangdong Company, see GS Yuasa
• Zhejiang Mustang Battery Company Limited
• Zhongyin Ningbo Battery Company, see Gold Peak Industries
• Other Companies Mentioned in Study

LIST OF TABLES

SECTION I -- EXECUTIVE SUMMARY

• Summary Table

SECTION II -- MARKET ENVIRONMENT

• Gross Domestic Product of China
• Population of China
• Consumer Income & Expenditure Patterns in China
• Manufacturing Value Added in China
• Chinese Currency Exchange Rates 1995-2005
• Government Spending & Investment in China
• Motor Vehicle Indicators in China
• Electrical & Electronic Equipment Shipments in China

SECTION III -- TECHNOLOGY

• Fuel Cell Demand in China
• Smart Battery Demand in China

SECTION IV -- BATTERIES OVERVIEW

• Battery Supply & Demand in China
• Battery Pricing in China
• World Battery Demand
• Chinese Foreign Trade in Batteries
• Chinese Foreign Trade in Primary Batteries
• Chinese Foreign Trade in Secondary Batteries

SECTION V -- PRIMARY BATTERY PRODUCTS

• Primary Battery Supply & Demand in China
• Zinc-Carbon/Chloride Battery Supply & Demand in China
• Alkaline Battery Supply & Demand in China
• Primary Lithium Battery Supply & Demand in China
• Other Primary Battery Supply & Demand in China
• Silver Oxide Battery Demand in China
• Zinc-Air Battery Demand in China
• Specialty & All Other Primary Battery Demand in China

SECTION VI -- PRIMARY BATTERY MARKETS

• Primary Battery Demand in China by Market
• Consumer Primary Battery Market in China
• Industrial Primary Battery Market in China
• Government Primary Battery Market in China
• Other Primary Battery Market in China

SECTION VII -- SECONDARY BATTERY PRODUCTS

• Secondary Battery Supply & Demand in China
• Lead-Acid Battery Supply & Demand
• Starting/Lighting/Ignition Battery Demand in China
• Non-SLI Lead-Acid Battery Demand in China
• Rechargeable Lithium Battery Supply & Demand in China
• Nickel-Cadmium Battery Supply & Demand in China
• Nickel-Metal Hydride Battery Supply & Demand in China
• Other Secondary Battery Supply & Demand in China

SECTION VIII -- SECONDARY BATTERY MARKETS

• Secondary Battery Demand in China by Market
• Electric Bicycle, Motor Vehicle & Other Transportation
• Equipment Secondary Battery Market in China
• Electric Bicycle Secondary Battery Market in China
• Traditional Motor Vehicle Secondary Battery Market in China
• Farm Vehicle Secondary Battery Market in China
• Motorcycle Secondary Battery Market in China
• Hybrid-Electric Vehicle Secondary Battery Market in China
• Portable Devices Secondary Battery Market in China
• Personal Communications Device Battery Market in China
• Portable Computer Secondary Battery Market in China
• Power Tools Secondary Battery Market in China
• Other Portable Devices Secondary Battery Market in China
• Motive Power Secondary Battery Market in China
• Backup Power Supply Secondary Battery Market in China
• Government & Other Secondary Battery Market in China

SECTION IX -- INDUSTRY STRUCTURE

• Revenue Data: Selected Battery Manufacturers, 2005
• Selected Acquisitions & Divestitures
• Selected Cooperative Agreements

LIST OF CHARTS

SECTION II -- MARKET ENVIRONMENT

• Population of China by Age
• Chinese Currency Exchange Rates, 1995-2005

SECTION III -- TECHNOLOGY

• Basic Battery Construction

SECTION IV -- BATTERIES OVERVIEW

• World Battery Demand by Region, 2005

SECTION V -- PRIMARY BATTERY PRODUCTS

• Primary Battery Demand in China by Chemistry, 2005

SECTION VI -- PRIMARY BATTERY MARKETS

• Primary Battery Demand in China by Market, 2005

SECTION VII -- SECONDARY BATTERY PRODUCTS

• Secondary Battery Demand in China by Chemistry, 2005

SECTION VIII -- SECONDARY BATTERY MARKETS

• Secondary Battery Demand in China by Market, 2005

SECTION IX -- INDUSTRY STRUCTURE

• Total Battery Market Share in China by Company, 2005
• Primary Battery Market Share in China by Company, 2005
• Lead-Acid Battery Market Share in China by Company, 2005
• Non-Lead-Acid Secondary Battery Market Share in China by Company, 2005