Taipei, Tuesday, April 28, 2015 10:37 (GMT+8)
haze
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
  • Acer will compete in PC market to the last, says CEO

    IT + CE | 12h 30min ago

  • Digitimes Research: Global tablet shipments in 1Q15 down 35.3% on quarter

    IT + CE | 12h 34min ago

  • Over 60 million iPhone 6s to be shipped in 2Q15, say Taiwan makers

    Mobile + telecom | Apr 27, 21:59

  • Global handset demand likely to disappoint in 2015, say Taiwan IC design houses

    Bits + chips | Apr 27, 21:57

  • Silicon Motion to acquire China PCIe SSD firm

    Bits + chips | Apr 27, 21:54

  • Digitimes Research: Taiwan makers small- to medium-size panels drop over 19% in 1Q15

    Displays | Apr 27, 21:52

  • CSOT launches new 8.5G fab estimated to bring over US$3 billion a year in revenues

    Displays | Apr 27, 21:50

  • MediaTek reportedly uses TSMC 20nm process to manufacture 10-core chip solutions

    Bits + chips | Apr 27, 21:37

  • Policies are more important than facilities for Taiwan to promote art innovation, says Acer founder

    Before Going to Press | Apr 27, 21:25

  • Acer prefers profitability to PC shipment growth, says founder

    Before Going to Press | Apr 27, 21:21

  • Tainergy to issue 50 million new shares to raise capital

    Before Going to Press | Apr 27, 21:15

  • Asustek, Samsung, LG looking to in-house developed operating systems for smart watches, say Taiwan makers

    Before Going to Press | Apr 27, 21:13

  • Netronix to deal out 2014 dividend of NT$5.00

    Before Going to Press | Apr 27, 21:09

  • Taiwan market: Samsung to launch entry-level tablet Galaxy Tab A

    Before Going to Press | Apr 27, 21:09

  • Largan to deal out 2014 dividend of NT$51.00

    Before Going to Press | Apr 27, 21:04

  • AUO talks up business strategy in 2015

    Before Going to Press | Apr 27, 21:04

  • PV system vendors, China and Taiwan makers cooperate to develop PERC Mono Like solar cells

    Before Going to Press | Apr 27, 21:03

  • Digitimes Research: Taiwan makers small- to medium-size panels drop over 19% in 1Q15

    Before Going to Press | Apr 27, 20:56

  • Digitimes Research: Taiwan IC design industry output value to rise 14.3% in 2Q15

    Before Going to Press | Apr 27, 20:55

Pause
 | 
View more
Taiwan server shipment forecast and industry analysis, 2015
2015 global tablet demand forecast
2015 global notebook demand forecast
  • 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.