Taipei, Thursday, May 5, 2016 13:20 (GMT+8)
thunderstorms
Taipei
28°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

Realtime news
  • India market: Lenovo and Apple seeing fast growth among top-10 smartphone vendors, says firm

    Before Going to Press | May 4, 21:12

  • Acer to release more ultra-thin notebooks in September

    Before Going to Press | May 4, 21:10

  • Maturing smartphone market signals falling growth for wireless semiconductors, IHS says

    Before Going to Press | May 4, 21:09

  • D-Link suffers net loss per share of NT$0.34 for 1Q16

    Before Going to Press | May 4, 20:53

  • CMOS image sensors expected to set record-high sales for another 5 years, says IC Insights

    Before Going to Press | May 4, 20:52

  • Solartech Energy April revenues down on month, up on year

    Before Going to Press | May 4, 20:51

  • Microelectronics Technology April revenues down on month, up on year

    Before Going to Press | May 4, 20:50

  • Green Energy Technology April revenues up on year

    Before Going to Press | May 4, 20:49

  • Taiwan market: Smartphone shipments to grow in 2Q16

    Before Going to Press | May 4, 20:48

  • Alpha Networks to issue new shares for private placement

    Before Going to Press | May 4, 20:48

  • VIS expects to post up to 5% revenue growth in 2Q16

    Before Going to Press | May 4, 20:47

  • Qisda nets NT$0.26 for 1Q16

    Before Going to Press | May 4, 20:46

  • Gemtek Technology to deal out 2015 dividend of NT$0.60

    Before Going to Press | May 4, 20:46

  • Tatung to not deal out 2015 dividend

    Before Going to Press | May 4, 20:39

Pause
 | 
View more
Gigabyte
Display panels for wearable devices
The transition to 4k TV - UHD TV market forecast, 2014-2017
  • 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.