Investment Rating - The report rates the consumer electronics battery industry with a five-star rating, indicating a strong investment outlook [30]. Core Insights - The consumer electronics battery industry, primarily lithium-ion batteries, is characterized by high energy density, long cycle life, and excellent charge-discharge performance, widely used in smartphones, tablets, laptops, and power banks [2][4]. - The industry is currently undergoing a new innovation cycle, with significant advancements in battery technology and materials [6][8]. - The market for consumer electronics batteries is projected to grow from 117.23 GWh in 2024 to 151.42 GWh by 2028, with a compound annual growth rate (CAGR) of 6.61% [30]. Industry Definition - Lithium-ion batteries are categorized into energy storage batteries, power batteries, and consumer batteries, with consumer batteries being a significant segment [3]. Industry Classification - Consumer batteries are classified based on shape and packaging materials into cylindrical, square, and polymer soft-pack lithium-ion batteries, with polymer batteries gaining popularity due to their lightweight and customizable design [4][5]. Industry Characteristics - Key characteristics of the consumer electronics battery industry include the superior performance of lithium-ion batteries, the ongoing innovation cycle, and the dominance of smartphones and laptops, which account for over half of the market [6][7]. Development History - The development of consumer electronics batteries can be divided into four stages: 1. Emergence Stage (1973-1999): Marked by the introduction of the first mobile phone and the commercialization of lithium-ion batteries. 2. Startup Stage (2000-2006): Companies like ATL and Samsung SDI began to establish themselves in the market. 3. Rapid Growth Stage (2007-2016): The rise of smartphones led to advancements in battery technology, creating a competitive landscape among China, Japan, and South Korea. 4. Volatility Stage (2017-Present): The market for traditional 3C products has matured, leading to new growth opportunities in emerging electronic products like drones [9][10][11][12][13]. Market Size - From 2019 to 2023, the market size of consumer electronics batteries grew from 103.42 GWh to 110.45 GWh, with a CAGR of 1.66%. The market is expected to continue growing significantly in the coming years [30][32]. Policy Overview - Recent policies aim to enhance the technical standards for lithium batteries, focusing on increasing energy density and extending cycle life, which will drive innovation and improve product quality in the industry [35][36][37].
企业竞争图谱：2024年消费电子电池 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-11-13 12:01