The price of battery cells has entered a period of slowing down, and the supply and demand of polymer batteries continue to be tight.

According to TrendForce's latest lithium battery offer, the price of cobalt metal in the third quarter of 2017 has continued to hit a new high in recent years, but the price of battery core has risen sharply in the second quarter, and the third quarter has entered a slowing phase. The price increase in the fourth quarter will be more compressed. Cylindrical batteries are less affected by the cost of cobalt materials. The price increase in the third quarter has also begun to slow down. The price increase of polymer batteries has also slowed down, but the cost of reactive materials is still high among the three types of batteries. Above 3%; the square battery is similar to the cylindrical type (NMC), and the third quarter increase is also about 2% like the cylindrical battery.

Observing the demand side of IT batteries, in the brand of notebooks, EnergyTrend senior research manager Lu Lijun pointed out that thin notebooks are still the market's main force, but the unit price is slightly higher, so the traditional notebook replacement speed is slow, and the introduction of commercial models has been very fast, driving Market demand, including HP and Dell, remained strong. In order to pursue the best energy performance, some brands have changed the use of polymer batteries, and the demand for polymer batteries is expected to be more vigorous. At the same time, the notebook brand also increased the density of the notebook battery to the same size as the mobile phone battery .

Lü Lijun further analyzed that more and more mobile phone battery suppliers will gradually develop into notebook applications. In addition to improving technology and battery usage, they can also get rid of the price competition of mobile phones. With the first half of 2018, Chinese battery suppliers, including BYD, will enter the notebook market, which will help ease the tightness of polymer batteries. Overall, EnergyTrend estimates that the average usage of notebook batteries will be flat in the second half of 2017. On the tablet side, due to the significant decline in brand stocking, the third quarter was only 36.2M/m (YoY was -8%), which will affect the market demand for single polymer batteries.

Battery cell manufacturers are cautious, mobile phone high energy density battery supply and demand tight

As for the total market demand for mobile phone polymer batteries, the overall usage in the third quarter has grown from 67% to 70%. It also shows that the design of integrated batteries has become mainstream in all regions. The key now is whether the supply side can match the mobile phone brand. In order to increase battery capacity, we continue to embrace the trend of high energy density batteries (>730Wh/kg). However, since the Samsung mobile phone security incident, the battery core suppliers have been cautious about the introduction of high energy density, and the supply is limited. Therefore, whether the supply end can increase the energy density will be the key to ease the supply and demand of mobile phone batteries.

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