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<2013 Yearly Total> Global LIB Market Status and Forecast for IT Application

1.1 Global LIB Market Share Status and Forecast for Major IT Applications Figure 1.1.1 Global LIB Market Share Status and Forecast for Major IT Applications [2011 ~ 2018(F)]

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(Source : SNE Research)

2011 2012 2013E 2014F 2015F 2016F 2017F 2018F

HHP Notebook Tablet PowerTool

4

Sample



Figure 1.1.2 LIB Type Status and Forecast [2011 ~ 2018(F)]


2011 2012 2013E 2014F 2015F 2016F 2017F 2018F

Pr Po Cy

5

Sample



Figure 1.3.2 Global IT LIB Utilization Status and Forecast [2012 3Q ~ 2013 4Q(E)]

Table 1.3.2 Global IT LIB Utilization Status and Forecast [2012 3Q ~ 2013 4Q(E)]



3Q12 4Q12 1Q13(E) 2Q13(E) 3Q13(E) 4Q13(E) 2011 2012 2013(E)

Cy Pr Po

3Q12 4Q12 1Q13(E) 2Q13(E) 3Q13(E) 4Q13(E) 2011 2012 2013(E)

Cy 72.2% 73.5%

Pr 76.2% 81.3%

Po 86.3% 76.5%

Total 77.0% 77.2%

9

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1.4 Global White Box Market Status and Forecast for Tablet PC

Figure 1.4.1 Global White Box Market Status and Forecast for Tablet PC [1Q 2013y ~ 4Q 2013y(E)]


(Unit : 10K)

0

500

1000

1500

2000

2500

1Q_13 2Q_13 3Q_13 4Q_13

Apple White Box SEC ASUS Amazone MS Etc

- The shipment of LCD panel for tablet PC is expected to be 230 million units in 2013.

10

Sample



1.4 Global White Box Market Status and Forecast for Tablet PC Figure 1.4.2 Global White Box Market Status and Forecast for Tablet PC

Smart phone Tablet PC LIB

1st Grade market 2nd Grade market

1st Tier 2nd Tier

White box


Sample




Figure 1.4.3 Global Tablet Status and White Box

TFT-LCD Panel

Spec. Low-end Mid-end High-end Price Range $50~100 $100~200 $200~300

Display size 7”~9.7” 7”~10.1” 8”~11.6”

Display mode TN/IPS TN/IPS IPS

Resolution

800*480 800*600 1024*600 1024*768

1024*600 1024*768 1366*768 1280*800

1280*800 1920*1200 2048*1536

LIB

White Box Tablet ODM/OEM Maker Brand

Agent

Open cell

LCM

1.4 Global White Box Market Status and Forecast for Tablet PC

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1.5 Impact of Tesla and Cylindrical Battery Market Forecast Figure 1.5.1 Cylindrical Battery Market Forecast [2011 ~ 2018E]


(Unit : Mil pcs)

2011 2012 2013E 2014F 2015F 2016F 2017F 2018F

Cylindrical Demand

Plus 1,000 Mil Cell

The demand of cylindrical battery was previously expected to decrease from 2014 but due to the following reasons the demand is to increase from *** hundred million cells to ** hundred million cells by 2015. 1) Additional demand of ***~*** million cells from Tesla (EV). 2) 30% growth expected in batteries for power tools (*** million cells in 2013 to *** million cells in 2015). Already reflected in the data. 3) Additional demand of 150 million cells in expected for New Application due to the growth of Power Bank and E-Bike.

2011 2012 2013E 2014F 2015F 2016F 2017F 2018F

Cy Po Pr

Sample



Figure 1.5.2 Cylindrical Battery Demand Forecast of Tesla [2012 ~ 2015E] - Optimistic Forecast

(Source : Industry Data & SNE Research)

(Unit : Mil pcs)

1.3%

10.9%

25.6%

53.0%

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

0

200

400

600

800

1000

1200

1400

1600

1800

2012 2013E 2014E 2015E

Total_Cy NB PT New App EV(Tesla) EV_Ratio

1.5 Impact of Tesla and Cylindrical Battery Market Forecast

Sample



Figure 1.5.5 Sales Forecast by Tesla’s Model and Battery Supplier Status [2012 ~ 2015E]_Conservative Forecast

(Unit : Mil pcs)

2012y 2013y 2014y 2015y

Tesla Roadster Tesla Model S Tesla Model X

2012y 2013y 2014y 2015y

Panasonioc 2nd Vender Total

Sample



2.1 Global LIB Market Status and Forecast

2.2 Global LIB Market Status and Forecast for IT Application

2. Global LIB Market Status and Forecast (2011 ~ 2018F)

30

Sample



31

2.1.1 Global LIB Market Status and Forecast Figure 2.1.1.1 Global LIB Market Status and Forecast (2011y ~ 2018F) – Sale Amount



2.1 Global LIB Market Status and Forecast

Table 2.1.1.1 Global LIB Market Status and Forecast (2011 ~ 2018F) – Sale Amount

(Unit : Mil USD)

(Unit : Mil USD)

2011 2012 2013E 2014F 2015F 2016F 2017F 2018F

ESS xEV IT

2011 2012 2013E 2014F 2015F 2016F 2017F 2018F CAGR

IT Mil US$ 10,479

xEV Mil US$ 1,127

ESS Mil US$ 184

Total Mil US$ 11,791

Sample



32

Figure 2.1.1.2 Global LIB Market Status and Forecast (2011 ~ 2018F) – Sale Proportion



Table 2.1.1.2 Global LIB Market Status and Forecast (2011 ~ 2018F) – Sale Proportion (Unit : %)

(Unit : %)

2011 2012 2013E 2014F 2015F 2016F 2017F 2018F

IT 88.9%

xEV 9.6%

ESS 1.6%

2011 2012 2013E 2014F 2015F 2016F 2017F 2018F

ESS xEV IT

Sample



33

Figure 2.1.1.3 Global LIB Market Status and Forecast (2011 ~ 2018F) – Volume Amount



Table 2.1.1.3 Global LIB Market Status and Forecast (2011 ~ 2016) – Volume Amount (Unit : MWh)

(Unit : MWh)

2011 2012 2013E 2014F 2015F 2016F 2017F 2018F CAGR

IT MWh 29,132

xEV MWh 1,409

ESS MWh 230

Total MWh 30,771

2011 2012 2013E 2014F 2015F 2016F 2017F 2018F

ESS xEV IT

Sample



34

Figure 2.1.1.4 Global LIB Market Status and Forecast (2011 ~ 2018F) – Volume Proportion



Table 2.1.1.4 Global LIB Market Status and Forecast (2011 ~ 2016) – Volume Proportion (Unit : %)

(Unit : %)

2011 2012 2013E 2014F 2015F 2016F 2017F 2018F

IT % 94.7% 91.1% 87.1% 84.4% 80.3% 74.7% 69.1% 63.0%

xEV % 4.6% 8.1% 10.7% 13.1% 16.3% 21.3% 26.4% 32.0%

ESS % 0.7% 0.8% 2.2% 2.4% 3.4% 4.0% 4.5% 5.0%

94.7% 91.1% 87.1% 84.4% 80.3% 74.7% 69.1% 63.0%

4.6% 8.1% 10.7% 13.1% 16.3% 21.3% 26.4% 32.0%

0.7% 0.8% 2.2% 2.4% 3.4% 4.0% 4.5% 5.0%

2011 2012 2013E 2014F 2015F 2016F 2017F 2018F

ESS xEV IT

Sample



42

3.1 SDI

3.2 LG Chemical

3.3 Panasonic

3.4 Sony

3.5 Maxell

3. LIB Supply Status by Application and Customer

3.6 ATL

3.7 BAK

3.8 BYD

3.9 LISHEN Sample



43

3. LIB Supply Status for IT Application by Company


(Unit : Mil Cell)

1Q 2013 2Q 2013 3Q 2013 4Q 2013(E)

SDI LGC Panasonic Sony Maxell ATL BAK BYD Lishen Coslight China Others

Sample



44

3. Global LIB Supply Status for IT Application by Company


(Unit : Mil Cell)

1Q 2013 2Q 2013 3Q 2013 4Q 2013(E)

China Others

Coslight

Lishen

BYD

BAK

ATL

Maxell

Sony

Panasonic

LGC

SDI

1Q 2013 2Q 2013 3Q 2013 4Q 2013(E)

China Others

Coslight

Lishen

BYD

BAK

ATL

Maxell

Sony

Panasonic

LGC

SDI

Table 3.1 Global LIB Supply Status for IT Application by Company

SDI LGC Pana Sony Maxell ATL BAK BYD Lishen Coslight China Others Total 1Q 2013 2Q 2013 3Q 2013

4Q 2013(E) Total M/S

Sample



91

4.1 SIMPLO

4.2 DYNAPACK

4.3 CELXPERT

4.4 STL Technology

4. Four Major Taiwan Packers’ SCM Status

Sample



98

11_1Q 11_2Q 11_3Q 11_4Q 12_1Q 12_2Q 12_3Q 12_4Q 13_1Q 13_2Q 13_3Q 13_4Q(E)

2.2Ah 1.6

2.8Ah 2.75

3.0Ah 3.55

Figure 5.1.1 Cylindrical 18650 LIB Price Status [2011_1Q ~ 2013_4Q(E)]

Table 5.1.1 Cylindrical 18650 LIB Price Status [2011_1Q ~ 2013_4Q(E)]

(Unit : USD/Celll)

(Unit : USD/Celll)



5.1 Cylindrical 18650 LIB Price Status

11_1Q 11_2Q 11_3Q 11_4Q 12_1Q 12_2Q 12_3Q 12_4Q 13_1Q 13_2Q(E) 13_3Q(E) 13_4Q(E)

2.2Ah 2.8Ah 3.0Ah

Sample

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