Laptop battery chip supply shortage
Global notebook (NB) to the size of the market are 25 to 30 percent annual growth rate, NB the supply chain works come in 2008 could expect to enter into new Utah, but Japan and South Korea core of the battery factory accidents frequently, and in 2008 10 inches Following low-cost PC supplier of high demand, NB plants then began to pull the mainland of China battery factory goods, including the recent Hewlett-Packard (HP), Asustek and other product lines come by the mainland of China battery movements, to the mainland of China battery factory suddenly Cuanchu .
Since 2007 the fourth quarter, Japan, South Korea core of the battery factory frequent accidents, NB-assembly plant and the brand is a headache, but also to the mainland of China given the opportunity to plant cell batteries, the battery company in the past, Sony had a large number of battery recycling NB , NB market has started to use substantially NB battery of Korea, now China battery factory Chen Shi-core rise, beginning attention.
NB industry pointed out that Asustek EeePC part of the battery cell batteries from mainland China plant, Taiwan’s new battery factory in Cape mainland China also have to find the battery core factory and certified by HP, HP will be in a low-priced machine, used, but quality problems NB plant still dare not let this effect, only in very small portion of low-end consumer product line a try.
At present, China’s main production to the mainland batteries in Shenzhen, including BAK International (ChinaBakBattery)’s wholly-owned subsidiary of Shenzhen BAK Battery (BAK), AmperexTechnologyLimited (ATL), and other battery-core plants, have made Asustek Computer, Hewlett-Packard certification, in 2008 the mainland of China Core battery factory Fushang table, the battery capacity is expected to make up for some of the gap.
However, the mainland of China battery market is still questioned the quality of focus, NB battery life in recent years increasingly demanding, consider battery safety through the NB brand certification threshold, once the battery problems, so easily affected by the NB brand image. Recent channel market is the mainland of China reported two, three battery company has not been certified and authorized Asus, private sales and EeePC battery problems.
Although NB plant to cope with the current growth in demand for NB and mainland China must import batteries, but the mainland of China battery market share of the total NB very low, if South Korea’s LG Chemical (LGChem) Availability still unable to catch up with the accelerated progress of the second half of 2008 NB season or market pressure may arise out of stock.
Taiwan assembly capacity of the battery, the first quarter of the battery pack NB Although limited market effect of the low season, as well as lithium batteries hard-core issues of supply and demand, the overall output was still a slight increase over the same period in 2007, the first quarter of Taiwan’s energy output value amounted to NT components 16 billion yuan (about 4 billion yuan), an increase of 9 percent. In addition, the recent rumor that the intention to intercept and large battery market, solve NB Availability pressure, and a spokesman for YAO De-chee-seok, battery manufacturing certification threshold amount of investment are high, refuted rumored to be bought mainland China battery factory core rumours.
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