2017-2030 STRATEGIC REPORT

Worldwide Rechargeable Battery Market

December 2018 – 27th Editionw w w. av i c e n n e . c om

�18�Detailed�modules:�xEV,�Industrial�applications�and�ESS,�electronic�devices,�power�tools,�drones,�e-bikes,�hoverboards,�Low�Speed�Electric�Vehicles�(LSEV),�...Lead�acid�battery�market�analysis�included

�Market�in�volume�&�value

�Market�by�application,�battery�size,�battery�design,�suppliers

�13�years�forecast�scenario

�Raw�materials�market�2017-2030�(anode,�cathode,�separators,�electrolyte,�additives,�solvants,�lithium�salts,�binders,�…)

�Main�Trends:�technological,�price,�materials

�Battery�supply�chain�and�value�added�products

« Christophe is clearly one of the leaders in the battery industry with understanding of realistic market trends. His forecasts consistently outperform others in precision and accuracy. I have the great fortune to have been on the same speakers platform with Christophe over the last two years. It is clear he has earned the respect of his piers and clients. »

Bob Galyen - CTO of CATL & Pres. Global Bus. Development - ATL

« Christophe is a very talented and experienced technical market researcher and conference manager. He is well respected in the automotive, portable electronics, and battery industries. I have worked directly with Christophe at the «Batteries 20XX» conferences sponsored by Avicenne. He consistently values the time of the conference participants and strives to maintain the quality of the event while remaining fl exible when needed. »

Ted Miller - Senior Manager - Ford Motor Company

OUR STORYFounded in 1992, AVICENNE is a small but internalionally renowned company with an extensive business Network. This network, crucial to our company’s success, was build thanks to our team former involvement in these industries and with these actors, but foremost due to our close and continual cooperation with top management.

OUR MISSIONAVICENNE provides sustainable and in-depth information for decision-makers in highly innovative and fl uctuant industries. This valuable information permits our clients to take the best fi nancial, operational and strategic decisions.

OUR EXPERTISEOur team is always up-to-date with the latest market evolutions. We consistently monitor the main actors of the value chain and revaluate customers’ needs in light of market changes. The Company Size enables a close contact to customers, fosters a familiar working atmosphere, ensures fl exibility, and assures full confi dentiality.The Worldwide Business Network provides accurate data and privileges special insights.The Working Method develops a critical mind focusing on the client’s understanding.

OUR VALUESIntegrity: AVICENNE Développement is an independant consulting company. Our ethical principles are inherent to the honesty and integrity of the people working within our structural framework.Clients come fi rst: We work with the client not for the client. Our main and principal target is to serve client’s best interests. We take pride to favour our client’s interest rather than our own profi tability. This is the key of our credibility.Respect for the Individual: We support and respect personal growth; we believe that a collegial environment fosters continuous learning; Teamwork and cooperation are essential to our success; We therefore encourage constructive criticism.

OUR INTERNATIONAL TEAMAVICENNE Développement’s most signifi cant asset is its team of international consultants (France, US, China, Japan, …) with both scientifi c & marketing skills. Always curious, we constantly evaluate new ideas and new opportunities in order to provide best service.

THIS REPORT WILL HELP YOU TO

Comprehend todays market environment

Determine market in volume and value

Assess new products & technologies

Identify current and new competitors

Understand future trends and perspectives

Outline future applications

Make thorough business decisions

Gather accurate data for presentations

Support your research and development

TESTIMONIALS

AVICENNE & METHODOLOGYAVICENNE is a unique Battery market research company worldwide, providing unrivalled advantages to our clients on the Battery & Power Supply Industry for more than 20 years.With our presence in Japan and Europe, AVICENNE is able to identify early new trends and technologies affecting the world Battery market and has over years been in close relationship with the main actors in the Japanese, European and US Market. Capitalizing on our expertise, we organize and chair since 1999 the main Battery event in Europe.

IN DEPTH ANALYSIS

«I have read the report I received from you late last year and have found it to be very useful for my work. Th ank you.»

Michele L. Donne, Research Scientist - Delta EMD Australia Pty Limited

«My team and I were really impressed with the level of details & thoroughness of the report. Th ey have always been very valuable to us.»

Kristhen Wermuth Associated Consultant, Bain & Cie Inc, USA

«Your study is very good and beautifully presented. I have seen a few studies over the [18] years and yours is the best I have ever seen for this segment of the market. »

Jay Bennett - Marketing Manager Hollingsworth & Vose, USA

«We received your report, and it is very informative for us and will help us to develop our strategy for Europe. »

Motohiro HattoriStrategic Planning Sony, Japan

BATTERY BUSINESS: NICD, NIMH, LEAD ACID, LI­ION & LI­PATL, B&K, BAK, BYD, Coslight, Kokam, EIG, Enax, Enerdel, Enersys, Exide, E-One, FDK, First Battery, GoldPeak, HYB, LGC, Lishen, Maxell, NEC, Panasonic, PEVE, Saft, SDI, SK, Sony, TCL, Tianmao, Yuaza, …

NEW COMERSA123, Altairnano, Boston Power, Powergenix, Inanovation, Electrovaya, Zinc Matrix Power, International Battery, Eliiy Power, Seeo, Daimler-Evonik, SB-Limotive, K2 Energy, Quallion, Envia, GAIA, …

SUPPLIERSAnode3M, Carbon Tech, Chuo Denki Kogyo, Conocco Philipps, DOW Corning, DOW, Dupont, ENVIA, Gas Chemical, Ghangsha Hairong, Hitachi Chemical, JFE Chemical, Kansai Netsu Kagaku, Kureha, LG, LS MTRON Carbonics, Matsushita, Mitsubishi Chemical, Mitsui Mining, Nippon Carbon, Osaka, Posco, ShanShan, Shenzhen BTR, Shinetsu, Showa Denko, Sony, Sumitomo Metal, Tokai Carbon, …

Cathode3M, A123, ALEEES, B&M, BASF, BeLife, BYD, Citic Guoan Mengguli, Clariant, DOW, Easpring, ECOPRO, Formosa, Hunan Rechine, JFE Minerals, JGC Catalyst, L&F, LG, MGL, Mitsubishi, Mitsui Mining, Mitsui Zozen, Nichia, Nihon Kagaku Sangyo, Nippon Chemical, Nippon Denko, Pulead, Qianyun, Seido Chem, Seimi, ShanShan, SONY (Miyagi), Sumitomo Metal Mining, Tatung, Tianjin B&M, Toda Kogyo, Umicore, Valence, YuanYuan, …

ElectrolyteCap Chem, DAIKIN, GTHR, Jinniu, Kishida Chemical, LG, Mitsubishi Chemical, Mitsui Chemical, Panax-Etec, ShanShan, Soulbrain, Tomiyama, UBE, Zhangjiagang Guotai Huarong, …

SeparatorsAhlstrom, Asahi, Baoding Fengfan, Celgard, DOW, Dupont, Entek, Evonik, Foshan Jinhui, Green, Hirose, Japan Vilene, LG, Mitsubishi, NKK, Senior, Shenzhen Senior, SK, Sumitomo, TDK, Teijin, Tonen, Toray, Treofan, UBE, Xinxiang Green, …

R&D CENTEREUROPE, USA, JAPAN, CHINA, KOREA, TAIWAN

SUBSTITUTIONFUEL CELLS, BIO FUELS, SOLAR, ULTRA CAPACITORS,…

APPLICATIONSCELLULAR: Nokia, Motorola, Sony-Ericsson, Samsung, LG, Apple, RIM,…PORTABLE PCs: Dell, HPQ, Toshiba, Sony, Lenovo, NEC, Fujitsu, Acer, Apple,…TABLETS: Apple, Samsung, Amazone, HP, IBM,…AUTOMOTIVE: HEV, P-HEV&EV: Toyota, Honda, Nissan, Ford, GM, Daimler, Renault,…POWER TOOLS: TTI (Milwaukee, Ryobi), B&D, Bosch, Jingding, Makita, Hitachi, Panasonic,…E-BIKES: Yamaha, Aprila, Mercedes, Honda, 1500 chinese makers,…CAMCORDERS: Sony, Panasonic, JVC, Canon, Samsung, Hitachi,…DIGITAL CAMERAS: Canon, Sony, Kodak, Olympus, Fujifi lm, Nikon,…CORDLESS PHONES: CCT, Uniden, V Tech, Panasonic, Siemens, HB, Taida, Philips,…RC CARS & TOYS: Nikko, Tyco, New Bright, Asahi, Tamiya, Team Associates, Losi, Traxxas,…HOUSEHOLD DEVICES: Philips, Electrolux, Siemens, Panasonic, Bosch,…SECURITY LIGHTING: Legrand, Copper, Kaupfel, Thorn Lighting, Chloride Bardic, Channel Safety System,…VIDEO GAMES: Nintendo, Sony,…ENERGY STORAGE for the grid, residential & Industrial applications (UPS, Telecom & Forklift, …)DRONES: DJI, Yuneec, 3D Robotics, Parrot, …OVERBOARDS: Swagtron, Airwheel, Razor Hovertrax, …LOW SPEED ELECTRIC VEHICLES (LSEV): Byvin, Yogomo, Shifeng Group, …

R&D CENTER

SUBSTITUTION

NEW COMERS

SUPPLIERS

BATTERYBUSINESS

APPLICATIONS

AVICENNE ENERGY: RENOWNED TO HAVE REALISTIC FORECAST

METHODOLOGY

HEV POWERED BY LITHIUM ION BATTERY FORECAST FROM 2008 TO 2017

Sources: International Battery Conference, Fort Lauderdale 2007-2018

EV SOLD, IN MILLION UNITS, WORLWIDE, 2010-2020

« I strongly recommend Christophe Pillot for its reactivity, its experience in the battery field and the quality of the market studies performed on this topic.»

Sébastien Martinet Electrochemical Storage Expert - CEA-LITEN

« Christophe is a mastermind. He has made Avicenne a terrific brand, with an excellent reputation for leadership in the advanced battery and energy storage space. His technical market analysis and financial acumen span from smart-phones to automotives. His facts and forecasts are as accurate as it gets, which is why we turn to Avicenne for strategic insights. Christophe’s work is widely respected as the benchmark by which others are measured. He has a unique combination of charisma, genius, humility and wit. I highly recommend his publications and consultancy »

Lisa Inoue - Dow Marketing Strategy - Business Development - Integrated Commercial B2B Consumer B2C

Technology Goods & Services - DO

« Christophe’s detailed insights into the advanced battery industry were highly valuable in developing our strategy and business plan. His expertise in this space spans markets from raw materials to vehicles sold. He proves a complete and internally consistent vision of the industry: from value chain, to costing and profitability. His predictions at Avicenne have proven accurate over 10 years. My colleagues and I enjoy discussing and collaborating with Christophe to explore new business ideas and trends. »

James Miners - Senior Advisor - Fongit

« Christophe has been preparing forecasts for the battery industry, especially for Li-ion batteries, for many years. Through his work, he has accumulated a deep understanding of the structure of the Li-ion industry, and a large, global network of contacts across the entire value chain of the industry. As a result, Christophe’s ability to forecast and predict the future direction of Li-ion batteries is better than any other individual that I know in the industry.»

David Dorheim - CEO - DWD Advisors, a consulting firm in the alternative energy industry

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REALITY

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IIT 2008

IIT 2007

AAB

2010 2012 2014 2016 2018 2020

IIT (MARCH 2011)

AAB (2012)

AAB (2017)

AVICENNE (2015)

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ROLAND BERGER (2012)

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Track valuable Information’s

Strategic Analysis

Presentation of the results

Q&A with customers

Customer Evaluation

INFORMATION COLLECTION

MARKET & STRATEGIC ANALYSIS

Primary Research

Qualitative StrategicQuantitative

• Executive Interviews• Vendor Briefing• Product Demos and Tours

• Business Models & Trends

• Technology Issues• Policy & Regulatory

Factors• Competitive Lanscape• Profiles of Key Players

• SWOT Analysis• Gap Analysis• Business Plan• Value Proposition• Due Diligence• Merger & Acquisition

• Company News & Financials

• Technology & Product Specs

• Government Data• Economic, Demogra-

phic Date

• Consumers Surveys• Business Leader Surveys

• Company News & Financials• Technology & Product Specs• Government Data• Economic, Demographic Data

• Case Studies• Reference Customers

Secondary Research

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SIDE

DEM

AND

SI

DE

O R D E R F O R M2017-2030 Strategic Report

Worldwide Rechargeable Battery MarketDecember 2018 – 27th Edition

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18 DETAILED MODULES Smartphones

Portable PCs

Tablets

Power Tools

Automotive: HEV, P-HEV & EV

Digital Camera

Camcorders

Portable HDD & Flash music Players

Video Games

Cordless Phones

Household devices

E-bikes

RC Cars & Toys

Security Lighting

Energy Storage Systems & Industrial Applications

Drones

Hoverboards

Low Speed Electric Vehicles (LSEV)

CUSTOMER INFORMATIONName: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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AVICENNE Développement42 avenue de la Grande Armée75017 Paris - FRANCEPhone: +33 (0) 1 44 55 19 90Contact: Christophe PILLOT - c.pillot@avicenne.com

REFERENCES

3M, A123, AHLSTROM, AIR LIQUIDE, AIR PRODUCT, ALABC, ALBEMARLE, ALCATEL, AMAZON, ANDREWS KURTH, APPLIED

MATERIALS, ARC, ARKEMA, ARMOR, AROS SECURITIES, ASHLAND, AT KEARNEY, ATL AMPEREX, AUSTRIAN INSTITUTE OF

TECHNOLOGY, AXEON, BABCOCK & WILCOX MEGTEC, BAIN, BASF, BAŞKENT ELEKTRIK DAĞITIM ANONIM ŞIRKETI, BATTERY

ASSOCIATION OF KOREA, BAYER, BHP BILLITON, BLACK & DECKER, BLUE ENERGY , BOOZ, BOREALIS, BOSCH, BOSE,

BOSTON CONSULTING GROUP, BOURNS, BRAND LICENCING PARNERS (BLP), BRGM, BRUCKNER, BUHLER, BYD, CABOT,

CALL2RECYCLE, CAP X, CARBONE LORRAINE, CARESTREAM, CARLYLE, CATELLA, CATERPILLAR INC., CDN COBALT, CEA/

LITEN, CELGARD, CHEMETALL, CHEMISHE FABRIK BUDENHEIM, CIAPS CHINA, CIBA, CNRS, COBAT, COGEMA, COMPASS

LEXECON, CONOCO PHILIPS, CRU GROUP, CSC CHALLENGE STRATEGY CHANGE, DARTON COMMODITIES, DCN, DELTA,

DERA BGR, DGA, DIALOG SEMICONDUCTOR, DOW CHEMICAL, DOW CORNING, DRAXLMAIER, DSM, DUPONT, DURACELL,

DYSON, ECM GREENTECH, EDF, ELECTRO ENERGY, ELKEM, ENEL, ENER 1, ENERGIZER, ENEVATE, ENTEGRIS, EOLITE, EPCOS

OHG, ERAMET, ESI, ETC AB, EUCOBAT, EURASIAN RESOURCES GROUP, EUROPEAN COMMUNITY, EXXONMOBIL, FACOM,

FAIRSHILD SEMICONDUCTOR, FALCON BRIDGE, FAMEART, FAURECIA, FISH AND RICHARDSON, FIST, FLORIDIENNE

DE CHIMIE, FMC, FORTU POWER CELL, FRANCE TELECOM, FRAUNHOFER IPA, FRAUNHOFER ISI, FREUDENBERG

VLIESSTOFFE SE & CO, FRIWO, FULTON INNOVATION, FURUKAWA BATTERY, GAIA, GII - TOKYO ELECTRON LIMITED, GIL

IMPORT BATTERIES LTD., GM, GOODPOINT FELLOWS, GRAPHIT KROPFMÜHL, GS MELCOTEC, HALDOR, HALDOR TOPSOE,

HC STARCK, HERAEUS QUARZGLAS, HIGH POWER LITHIUM, HILTI, HITACHI, HITACHI MAXELL, HOLLINGSWORTH &

VOSE CIE, HONEYWELL, HOPSCOTCH, HUTCHINSON, ICC NEXERGY, IER, IGL EXPORT., INCO, INNOVIA FILMS, INTEK,

INTEL, INTERNATIONAL COMPONENT CORP., INTERNATIONAL RECTIFIER, INTERSIL, ISRAEL CONSULTING, ITRI, ITS, JBC,

JETRO, JOHNSON CONTROLS, JOHNSON MATTHEY, KIMBERLY CLARK, KISTI GII, KNOWLEDGE FOUNDATION, KODAK,

KOSMO MAROC, KRUGER, LAZARD, LECLANCHÉ, LEGRAND, LEK, LG CHEMICAL, LILIPUCIAN, LION CELLS, LITTLE FUSE,

LORD, LUMINUS, LYNAS CORP, MAHLE GMBH, MAGNA, MATSUSHITA, MCKINSEY, MICROSOFT, MINDBRANCH, MOLTECH,

MOLYCORP, MOMENTIVE, MOSAID TECHNOLOGIES, MOTOROLA, MPEG, MTI MICRO FUEL CELLS, MUNSTER UNIVERSITY,

NANOCYL, NAATBATT, NCCP – RUSSIA, NEC, NECSA, NILAR AB, NISSAN, NITECH, NKKPC, NORILSK NICKEL, NOVALED, NTK

POWERDEX, OLIVER WYMAN, OMG INC, ORANGE, OROCOBRE, OSKR, PANASONIC, PENOX GROUP, PHILIPS, PHOTON, PK

& WISE, PLEXTRONICS, POSCO, POWER GENIX, POWER UP, PRAXAIR, PRAYON, PRISMARK, PSA, RAPHIT KROPFMUHL,

RAYOVAC, RECHARGE, RENAULT, RHODIA, RIO TINTO , ROCKWOOD LITHIUM, ROGERS CORPORATION, ROLAND BERGER,

ROSKILL INFORMATION SERVICES, RSR CORP, RUSNANO, SABIC, SAES GETTERS, SAFT, SAGENTIA, SAINT GOBAIN, SAKTI,

SAMSUNG SDI, SANDVIK, SANIK, SCHOTT, SCHRODER VENTURE, SCOTENT ENTREPRISE, SEB, SENSATA, SEPCELL, SFPZ, SGL

CARBON, SHARK NINJA, SHARP, SHELL, SHENZHEN HIGH POWER TECHNOLOGY, SILATRONIX, SKC, SOLVAY, SONY, SQM,

STIBAT, STORA ENSO, STORCK, STRATEGY ANALYSIS, SUNLIGHT, SVE – DASSAULT, SWM, TECHNO CORE CO., TERRAROSSA

CAPITAL, THALES, THREE HILLS CAPITAL PARTNERS, TIAMAT, TIGER GLOBAL, TIMCAL, TODA AMERICA, TODA KOGYO,

TOSHIBA, TOTAL, TOTAL WIRELESS SOLUTION, TOYO, TOYOTA, TREOFAN, TYCO, UMICORE, UNIROSS, URALELEMENT, US

NAVY, VARTA, VOLTA ENERGY TECHNOLOGIES, VOLTRACK, WACKER CHEMIE AG, WARBURGPINCUS, WILDCAT, WINSTON

& STRAWN, WORLD INDUSTRIAL INFORMATION CENTER, WR GRACE & CIE, XGSCIENCES, YASLAMEN, ZEBRA, ZPOWER…