Investment Rating - The report does not explicitly state an investment rating for the consumer electronics battery industry. Core Insights - The global consumer electronics battery demand is projected to grow steadily, with significant contributions from mobile phones, laptops, tablets, and AR/VR devices. The total demand in GWh is expected to increase from 110.45 GWh in 2023 to 151.42 GWh by 2028, reflecting a compound annual growth rate (CAGR) of approximately 6.5% [24][28]. Summary by Sections Global Consumer Electronics Battery Demand - The total global consumer electronics battery demand is calculated using a formula that incorporates various device categories, indicating a comprehensive approach to market analysis [31]. Global Mobile Phone Shipment - Mobile phone shipments are projected to recover to 1.2 billion units in 2024, with a long-term forecast of reaching approximately 1.3 billion units by 2030. The shipment volume decreased from 1.371 billion units in 2019 to 1.167 billion units in 2023 [35][41]. Global Mobile Phone Lithium Battery Demand - The demand for mobile phone lithium batteries is expected to rise from 14.46 GWh in 2023 to 18.99 GWh by 2028, with a notable increase in unit demand driven by the recovery in mobile phone shipments [39][44]. Global Laptop Shipment - Global laptop shipments are anticipated to stabilize around 2.6 billion units in 2023, with a gradual increase projected in the following years, reaching approximately 3.47 billion units by 2028 [48]. Global Laptop Lithium Battery Demand - The demand for laptop lithium batteries is expected to grow from 14.82 GWh in 2023 to 20.65 GWh by 2028, reflecting a positive trend in laptop shipments and battery capacity [51][52]. Global Tablet Shipment - Tablet shipments are projected to decline to 1.29 billion units in 2023 but are expected to recover slightly to 1.57 billion units by 2028 [55]. Global Tablet Lithium Battery Demand - The demand for tablet lithium batteries is forecasted to decrease from 3.69 GWh in 2023 to 4.79 GWh by 2028, indicating a potential market contraction [59][60]. Global AR/VR Shipment - The AR/VR device shipments are expected to grow significantly, from 0.06 billion units in 2019 to 0.44 billion units by 2028, highlighting the increasing adoption of AR/VR technologies [63]. Global AR/VR Lithium Battery Consumption - The lithium battery consumption for AR/VR devices is projected to increase from 0.08 GWh in 2019 to 1 GWh by 2028, reflecting the growing demand for these devices [67][68].
中国消费电子电池行业市场规模测算逻辑模型 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-11-15 11:46