Taipei, Saturday, November 1, 2014 21:25 (GMT+8)
light rain
Taipei
24°C
Digitimes Insight: Japan earthquake raises concern about notebook battery supply
Joanne Chien, DIGITIMES Research, Taipei [Wednesday 16 March 2011]

In the wake of the devastating earthquake and tsunami that hit Japan, possible shortages of notebook-use lithium batteries are a concern for the PC sector although global demand for notebooks is currently low due to seasonality.

All of Sony's lithium battery cell plants are in the disaster areas. The plants may have been affected, but if materials supply remains smooth, there should not a major problem for Sony's lithium battery cell production.

But supply of materials is indeed a major concern as Japan account for over 50% of global lithium battery materials' production value.

Hitachi Chemical, which has 50% of the anode market, runs its plants in or near the disaster zones.

Furukawa Electric, which produces electrolytic copper foil for batteries and has over 55% global market share, also runs all its plants in or near the disaster areas.

Mitsubishi Chemical, which produces electrolyte composition for batteries and has about 20-25% global market share, has about 20% of its capacity from the quake-affected areas.

Therefore, Digitimes Research believes that notebook battery supply may be affected in the next few months.

Japan-based notebook component makers' plants and status after earthquake

Maker

Major products

Plant location in Japan

Impact

Sony

Battery cell, IC card

Two plants in Fukushima

The two plants mainly produce battery cells; PC shipments may be affected

TDK

PC components

13 plants; locations included Akita, Yamagata, Iwate and Ibaraki

Shut down due to power cut policy; related supply may be affected

Furukawa

Electrolytic copper foil

Plants located in Tochigi, Japan with monthly capacity of 500 tons

All plants are located in disaster zones; 70% of the capacity caters to PC and handset segments

Mitsubishi Chem

Electrolyte

Plants located in Mie, Japan with annual capacity of 8,000 tons (including plants in the UK and US)

N/A

Electrolyte composition

Plants in Ibaraki with annual capacity of 2,000 tons

The plants are located in or near disaster zones

JX Nippon Mining & Metals

Cathode material

Plants in Ibaraki with annual capacity of 500 tons

The plants are located in or near disaster zones

Hitachi Chem

Anode material

Plants in Ibaraki with annual capacity of 8,000 tons

The plants are located in or near disaster zones

Source: Digitimes Research, March 2011

battery market share

Source: Digitimes Research, March 2011

Topics: Page 2

Trends and forecasts for the China FPD industry, 2014-2017

CHINA FPD | Oct 6, 12:29

With China being the world's IT production center and a country with some of the strongest consumer demand, along with benefits on custom tax, funding, loans, and subsidies provided by the government, China's FPD industry continues to show strong growth. Local...

Taiwan servers and the global server market, 2014

RESEARCH EXTRAS | Oct 3, 12:19

Taiwan makers have successfully entered the supply chain of the Internet data center (IDC) industry and may contribute over 90% of the global server shipments in 2014. Combined revenues from related product lines such as motherboards, back-end assembly, storage...

Taiwan digital cameras – 3Q 2014

TAIWAN ICT | Oct 30, 15:40

The global digital still camera (DSC) market continued to decline in the third quarter of 2014, a trend reflected by Taiwan makers' significant on-year shipment drops. Worldwide DSC shipments are expected to drop almost 30% in 2014.

Taiwan notebooks – 3Q 2014

TAIWAN ICT | Oct 23, 11:55

US notebook brand vendors' stronger-than-expected sales fueled their Taiwan-based ODM partners' shipment growth in the third quarter. In general, the enterprise segment saw better shipment momentum than the consumer segment, as Microsoft's termination of support...

Taiwan LCD monitors – 2Q 2014

TAIWAN FPD | Aug 25, 14:48

Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

MSI X99S GAMING 9 AC
DIGITIMES Marketing Services
DIGITIMES Translation Services
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.