Over the next 10 years, a sharp drop in battery costs, which could push the power systems from major vehicle market has increased significantly. u4873
These findings come from Roland Berger Strategy Consultants recently conducted a market study, entitled “Power System 2020 - the lithium-ion battery - the next bubble?”
The next 5 to 7 years will show a large-scale mergers
“Manufacturers of lithium-ion batteries are now highly sought after, but in the next 5 to 7 years will be large-scale mergers.” International expert management consulting firm Roland Berger Partner, other energy systems Dr. Wolfgang technical Hart (Dr. Wolfgang Bernhart) said. Most experts believe that within the next 10 years, a significant decrease in the cost of batteries, power systems from major vehicle market will grow by significantly. It is a bold prediction, by 2015, the main areas of plug-in hybrid vehicles and electric vehicles are not more than 1.2 million. Hybrid Electric Vehicle (HEV) / plug-in hybrid vehicles and electric vehicles on the demand for lithium-ion batteries, Studio 1535 battery , will reach 820,000, “Electric cars equal, while in 2015 the installed capacity of over 2.6 million equivalent in electric car. The demand for lithium-ion batteries will continue to increase in 2020, but 3 million equivalent electric cars may soon be reached by 2018.
2014 ~ 2017, the excess capacity
Experts believe, according to investment projects were announced, the future is difficult to avoid overcapacity, which is particularly important in the United States and Japan. 2015 Battery capacity is expected until 2016 at the request of 200%. In addition, excluding investment projects not yet been published, some of the leading manufacturers of investment projects not yet been announced, further aggravating the overcapacity. The State grants will boost investment, especially in developing countries is concentrated in the battery manufacturing, materials research and development is the basic input. And the corresponding real vehicle manufacturers to fully meet the technical requirements in accordance with the eligibility and scale of production,latitude d430 battery , low cost battery supplier, in fact, still very rare.
Experts predict that the manufacturing technology of construction: “the ability of production to low-repeated line, lack of basic R & D, imitation, copying is emerging in these countries, the status of cell industry. ”
Only a few manufacturers can survive
Model report also shows that in the next 5 to 7 years, only 6 to 8 global manufacturer of the battery to survive. “Experts”, said: “The critical value of 2015 income of about 600 million euros. “Therefore, Western governments must take immediate steps to prevent the loss of technology of the future of Asia.
Meanwhile, suppliers of the battery need to develop clear strategies to win market share quickly to save lives. This last point is important, investors should be aware of a huge investment risk. As the expert says: “More and more unfavorable factors. However, if proper operation, the future power system will remain profitable. ”
China has entered a phase of sustained growth
It is understood that a long period of time, the global market for lithium-ion battery is actually a Japanese dominate the situation. China and South Korea in recent years to catch up, the global market for lithium-ion appeared in Japan and Korea tripod model. The Chinese production of lithium-ion has been the explosive growth of the previous,vgp-bps8 , is now entering the phase of sustained growth.
As for the future, battery electric vehicles, the problem of excess capacity, experts estimate that, at present in China, remains to be seen, however, the long-term future with the promotion of vehicles new energy to the car battery lithium-ion batteries will speed the growth, of course, the traditional pattern of market lithium ion battery can be changed.
Experts believe that the competitiveness of the industry lithium depends largely on the development of long-term accumulation of technology, rather than pure capital investment, and the lithium battery materials greater technological barrier, the distribution of most of the first industry leaders who enter the industry. Control of mass production of iron phosphate,vgp-bps9 , lithium iron phosphate company lithium battery technology, will in future competition in the leading industry of electric vehicles. In addition, the battery industry is the development trend of mergers and acquisitions