ABSTRACT – SEMICONDUCTOR VALUE CHAIN
IHS iSuppli Rechargeable Battery Special Report Satoru (Rick) Oyama, Principal Analyst
2011
The Lithium Ion Battery Market: High Demand Expected, but Costs are Great Too An upsurge in demand for lithium ion batteries is expected in the near future, especially for the automotive application, with the advantages promised by these rechargeable sources of energy. Lightweight, environmentally friendly, with no memory effect and a slow loss of charge when not in use, lithium ion batteries nonetheless entail high costs—a challenge for the industry, to be sure. Yet major players in the space have started to invest large amounts of money for battery production, with investments anticipated to reach $13 billion worldwide by 2020. This report trains its focus on the supply chain for the lithium ion battery industry, illuminating the alliance between vendors and users while also highlighting relevant research on the market as well as competitive trends.
Contents
• The Rechargeable Battery Market – Current Status and the Future - Rechargeable Batteries by Type - NAS battery market - Lead acid battery market - Nickel metal hydride battery market - Lithium ion battery market • About the EV Market - HEV, PHEV, EV market forecasts - Strategies of major automotive makers
Rechargeable Batteries Cost Forecast
• The EV Infrastructure Trend - Standalization of battery charge infrastructure - Competition - Strategies to spread EV by country and by region • The Smartgrid Market - Rechargeable batteries and the smartgrid - Strategies for the smartgrid by country and by region • Major Battery Makers
Lead Analyst
Satoru Rick Oyama Satoru Rick Oyama is a principal analyst with iSuppli Japan and is responsible for the research on rechargeable batteries and semiconductor related industries.
Key Issues Addressed
• How can costs be reduced for lithium ion battery production? • What factors will stimulate demand for lithium ion batteries? • Which auto maker is most aggressive in the EV market? • Which battery maker is most aggressive in the EV market? • Which country is most aggressive in fueling EV demand?
Applicable To
• Executives, strategists, marketing, sales management, planners, supply chain, procurement • Investor companies • Battery makers, battery material makers, battery users • Infrastructure firms for EV, smartgrid, power suppliers, governments • Installers, distributors, developers, EVrelated service providers • Financial firms: funds, venture capital, private equity and commercial banks
www.isuppli.com © 2011 iSuppli Corporation, a Company Which was Acquired by IHS Inc
Before joining iSuppli, Oyama was a general manager at Fujitsu Semiconductor, in charge of market research and alliance strategic planning. Oyama also served as senior analyst of equity research, in BZW, ABN AMRO, and Lehman Brothers covering semiconductor related sectors. Prior to that, he was senior semiconductor analyst at Gartner/Dataquest and sales and marketing engineer for Tokyo Electron. Oyama is a regular speaker at various semiconductor seminars and was ranked fourth in Nikkei’s industrial analyst survey in both 1999 and 2000. Oyama received his Masters in Software Engineering from Keio University.
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