Recently, research institutions EVTank, Ivy Economic Research Institute and China Battery Industry Research Institute jointly released the White Paper on the Development of China's small soft package Lithium Ion Battery Industry (2021). According to the white paper, global shipments of small soft packs of lithium-ion batteries reached 5.52 billion in 2020, an increase of 19.2% over the same period last year. The white paper analyzes that the increase in shipments of lithium-ion batteries in small packages is mainly due to the significant growth in shipments in traditional applications such as laptops and tablets in 2020, as well as the rapid growth in shipments in emerging applications such as TWS, drones and e-cigarettes. Shipments of lithium-ion batteries in small packages have doubled, especially in TWS and drones. Looking forward to 2025, EVTank predicts that global shipments of small soft packs of lithium-ion batteries will reach more than 9.6 billion. From the perspective of market scale, in 2020, the global market scale of small soft package lithium-ion batteries exceeded 100 billion yuan for the first time, reaching 106.03 billion yuan.
From the perspective of the competitive landscape, according to the White Paper on the Development of China's small soft package Lithium Ion Battery Industry (2021) issued by EVTank, ATL, a Japanese company in China, ranks first with 25.9 per cent market share, far surpassing South Korean companies SDI and LGES, Zhuhai Guanyu ranked fourth with 4.4 per cent market share. But a large number of small and medium-sized enterprises in China account for 44.2% of the rest of the market.
Wu Hui, general manager of the research department of the Yiwei Economic Research Institute and president of the China Battery Industry Research Institute, said that with the gradual development of downstream consumer electronics in the direction of lightweight and intelligent, there are more requirements for small soft bag batteries, such as lightweight, miniaturization, high safety, high energy density, fast charging and so on. Especially with the rise of more smart wearable devices, including smartwatches, smart bracelets, smart glasses, AR/VR and other devices are gradually replacing the traditional terminal, as the shape of the new generation of products is gradually irregular, it puts forward more requirements for the shape of lithium-ion batteries, including drilling, slotting, steps, slotting, chamfering and other shapes and processes of batteries will be gradually applied to the downstream field. Therefore, it will put forward more requirements for the shape, design and process of the small soft package battery. Wu Hui predicts that the application proportion of lamination technology in small flexible package batteries, especially in special-shaped batteries, will gradually increase in the future.
In the White Paper on the Development of China's small soft-pack Lithium-ion Battery Industry (2021), the basic attributes and industrial chain of small soft-pack lithium-ion batteries, the overall shipments and market scale of small soft-pack batteries, the competition pattern of different regions and different enterprises, including mobile phones, tablet computers, notebooks, wearable devices, drones, e-cigarettes and other major application areas, Upstream key raw materials aluminum plastic film, TOP 10 small soft pack battery enterprise calibration analysis, soft package battery industry future market and technology development trend to do in-depth research and analysis. The global small soft pack lithium-ion battery companies mentioned in the White Paper on the Development of China's small soft package Lithium-ion Battery Industry (2021) include ATL, SDI, LGES, Zhuhai Guanyu, Murata, Tianjin Lishen, Yiwei Lithium Energy, Liwei, BYD, Zhongshan Tianmao, Zijian Electronics, Hengtai Technology, Weike Technology, Ganfeng Electronics, Bic, Penghui and other companies.
White paper framework
Chapter 1 basic attributes of small soft package Lithium Ion Battery Industry
I. definition and classification
(1) Industry definition
(2) Industry classification
II. Industrial chain
(1) Industrial chain structure map
(2) the upper reaches of the industrial chain
(3) the middle reaches of the industrial chain
(4) downstream of the industrial chain
III. Industrial policy and standard system
(1) Industrial policy
(2) Standard system
Chapter II Research on the Development status of small soft package Lithium Ion Battery Industry
I. Analysis of total shipments of small soft package lithium-ion batteries
(1) Analysis of global shipments
(2) Analysis of shipments of Chinese enterprises
(3) Analysis of shipments of Japanese enterprises
(4) Analysis of the shipment volume of Korean enterprises
II. Analysis of the overall output value and market scale of small soft package lithium-ion batteries
(1) Analysis of the size of the global market
(2) Analysis of the output value of Chinese enterprises
(3) Analysis of the output value of Japanese enterprises
(4) Analysis of the output value of Korean enterprises
3. analysis of shipments in different application fields of small soft package lithium-ion batteries
(1) Analysis of shipments of soft-package lithium-ion batteries for smart phones
(2) Analysis of shipments of soft-packaged lithium-ion batteries for notebook computers
(3) Analysis of the shipment volume of lithium-ion battery in tablet computer soft package
(IV) Analysis of shipments of soft-packaged lithium-ion batteries for wearable equipment
(5) Analysis of shipments of soft-packaged lithium-ion batteries for TWS
(6) Analysis of the shipment volume of soft-package lithium-ion batteries for electronic cigarettes
(7) Analysis of shipments of soft-package lithium-ion batteries for UAV
(8) Analysis of shipments of soft-package lithium-ion batteries for intelligent speakers
IV. Analysis on the Development characteristics of China's small soft package Lithium Ion Battery Industry in 2020 Chapter III Analysis of the competitive pattern of the small soft package Lithium Ion Battery Industry
I. Analysis of regional competition pattern
Second, the analysis of the competition pattern of enterprises.
(1) Analysis of global market share of major small soft package lithium-ion battery enterprises (2) Analysis of Chinese market share of major small soft package lithium-ion battery enterprises 3. Competition pattern of different types of products
(1) the pattern of lithium-ion battery with different shapes (square soft bag, cylindrical soft bag, button soft bag). (2) the pattern of small soft package lithium-ion battery with different material system.
IV. Analysis on the competitive characteristics of small soft package Battery Industry in 2020
Chapter IV Analysis of key Application areas of small soft package Lithium Ion batteries
I. Smart phone
(1) Analysis of smartphone shipments
(2) demand analysis of lithium-ion battery in small soft package of smart phone
(3) main specifications of small soft-pack lithium-ion batteries for smart phones
(4) Major enterprises of small soft-pack lithium-ion batteries for smart phones
II. Tablet computers
(1) Analysis of tablet shipments
(2) Analysis of the demand for lithium-ion batteries in small soft packs of tablet computers
(3) main specifications of small soft-pack lithium-ion batteries for tablet computers
(4) Major enterprises of small soft-pack lithium-ion batteries for tablet computers
Notebook computer
(1) Analysis of laptop shipments
(2) Analysis of the demand for lithium-ion batteries in small soft packs of notebook computers
(3) main specifications of small soft-pack lithium-ion batteries for notebook computers
(4) Major enterprises of small soft-pack lithium-ion batteries for notebook computers
Wearable devices (including TWS)
(1) Analysis of wearable equipment shipments
(2) demand analysis of small soft pack lithium-ion battery for wearable equipment
(3) main specifications of small soft package lithium-ion batteries for wearable equipment
(4) Major enterprises of small soft packages of lithium-ion batteries for wearable equipment
5. UAV
(1) Analysis of UAV shipments
(2) demand analysis of small soft package lithium-ion battery for UAV
(3) main specifications of small soft package lithium-ion batteries for UAV
(4) Major enterprises of small soft packages of lithium-ion batteries for unmanned aerial vehicles
VI. E-cigarettes
(1) Analysis of e-cigarette shipments
(2) demand analysis of lithium-ion battery in small soft package of e-cigarette
(3) main specifications of small soft package lithium-ion batteries for electronic cigarettes
(4) Major enterprises of small soft-pack lithium-ion batteries for e-cigarettes
Chapter V Analysis of key Enterprises of small soft package Lithium Ion batteries
I. ATL
(1) Total shipments
(2) shipments in different application areas
(3) Analysis of major customers
(4) the capacity layout of the company in the field of small soft packages
Second, Zhuhai Guanyu
(1) Total shipments
(2) shipments in different application areas
(3) Analysis of major customers
(4) the capacity layout of the company in the field of small soft packages
Tianjin Lishen
(1) Total shipments
(2) shipments in different application areas
(3) Analysis of major customers
(4) the capacity layout of the company in the field of small soft packages
Fourth, 100 million latitude lithium energy
(1) Total shipments
(2) shipments in different application areas
(3) Analysis of major customers
(4) the capacity layout of the company in the field of small soft packages
5. Li Wei
(1) Total shipments
(2) shipments in different application areas
(3) Analysis of major customers
(4) the capacity layout of the company in the field of small soft packages
Chapter VI Analysis of the Development trend of small soft package Lithium Ion Battery Industry
I. Forecast of total shipments and market scale
(1) Forecast of total shipments
(2) Forecast of shipments in different application areas
(3) Forecast of market size
II. Prediction of the trend of technological development
(1) small soft bag batteries will develop in the direction of lightweight, miniaturization, high safety, high energy density and fast charging.
(2) the proportion of lamination process in small soft package batteries will be gradually increased.
(3) Forecast of new requirements for soft package batteries in new application fields in the future.
