Taipei, Sunday, February 14, 2016 18:24 (GMT+8)
showers in the vicinity
Taipei
14°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

China smartphone touch-panel industry 2016 forecast

CHINA SMARTPHONE | Feb 6, 17:23

In 2016, China's smartphone panel capacity is expected to increase steadily, with BOE and Tianma expanding 6G capacity and GVO and Truly Optoelectronics increasing their share of handset panel production. This Digitimes Research Special Report analyzes the key...

2016 global AP demand forecast

RESEARCH EXTRAS | Jan 27, 18:12

This Digitimes Research Special Report explains the dynamics of the global AP market by analyzing key trends in the market including the shift to 4G, the market strategy of the key AP vendors and GPU providers and the role various applications have in influencing...

China smartphone market and industry - 4Q 2015

CHINA SMARTPHONE | Feb 5, 15:06

Looking forward to the first quarter of 2016, with both China-based makers and international brands aggressively spreading out their new products including all low, mid, and high cost models on the market in the fourth quarter of 2015, the market will have to...

China smartphone AP shipments - 4Q 2015

CHINA SMARTPHONE AP | Feb 5, 14:41

China's smartphone AP shipments grew 16.1% sequentially in the fourth quarter of 2015 mainly thanks to demand for inventory preparation from some vendors and year-end holidays.

Taiwan LCD TVs – 4Q 2015

TAIWAN DISPLAY SYSTEM | Feb 4, 14:40

Taiwan's LCD TV shipments reached 10.24 million units in the fourth quarter of 2015, increasing 12.0% on quarter but decreasing 5.8% on year.

gq
Trends and forecasts for the China FPD industry, 2014-2017
Demand and supply trends in the global sapphire industry, 2014-2015
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.