Taipei, Thursday, October 2, 2014 06:54 (GMT+8)
partly cloudy
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

Realtime news
  • Percentage of 5.5-inch smartphone panels shipped to China increasing

    Displays | 8h 14min ago

  • Touch panel makers see shipments for thin-film touch panels increase

    Displays | 10h 4min ago

  • Mobile payment company Alliance Digital Tech to come online by year-end 2014

    Before Going to Press | 8h 26min ago

  • Leadtek unveils wearable device for healthcare

    Before Going to Press | 8h 26min ago

  • BLU makers Forhouse, BriView complete merger

    Before Going to Press | 9h 23min ago

  • Japan Patent Office to cut examination process to 5 months

    Before Going to Press | 9h 24min ago

  • Digitimes Research: Spotify to affect Japan Internet music service industry

    Before Going to Press | 9h 32min ago

  • iPhone 6 Plus to account for 60% of total iPhone 6 device shipments

    Before Going to Press | 9h 33min ago

  • Digitimes Research: ARM Mali to become mainstream GPU architecture for China APs in 2H14

    Before Going to Press | 9h 48min ago

  • Quanta Changshu plants preparing for Apple Watch mass production

    Before Going to Press | 10h 20min ago

  • Leadframe maker Jih Lin to post EPS of NT$3 in 2014

    Before Going to Press | 10h 30min ago

  • New Wintel platforms may impact 4Q14 PC demand

    Before Going to Press | 10h 36min ago

  • ARM to set up IoT business unit

    Before Going to Press | 10h 37min ago

  • Taiwan market: Chunghwa Telecom to launch NFC mobile payment services

    Before Going to Press | 10h 55min ago

  • Windows 10 expected to have limited effect on boosting notebook demand

    Before Going to Press | 10h 59min ago

  • Samsung to host Tizen developer conference in China

    Before Going to Press | 11h 3min ago

Pause
 | 
View more

Demand and supply trends in the global sapphire industry, 2014-2015

RESEARCH EXTRAS | Sep 23, 15:58

This Digitimes Research Special Report focuses on the 2014-2015 sapphire application market and industry outlook. Sapphire has been a key component in the LED industry in recent years, but demand is increasingly coming from lens cover applications in market segments...

Analysis of China's revised domestic semiconductor industry goals

RESEARCH EXTRAS | Jul 16, 18:09

Facing a funding shortage for local IC manufacturers, the China State Council in June 2014 published guidelines to strengthen government support for China's semiconductor industry, while stating the short-, mid-, and long-term goals for the related industry supply...

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...

China smartphone market and industry – 2Q 2014

CHINA SMARTPHONE | Aug 12, 17:41

A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

TAIWAN FPD | Aug 6, 21:18

Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

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.