Report on China's LFP (LiFePO4) Industry, 2009

Publication Date	March 2009
Publisher	Market Avenue
Product Type	Report
Pages
ISBN Number	not applicable
Product Code	MKA00004

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Summary

LiFePO4 battery has been the most-discussed subject in Li-ion battery field since 2007, because of the many accidents related to safety of Li-ion batteries, many times of recall of Li-ion batteries, global climate change and the soaring prices of oil have had greatly promoted electric-powered vehicles, and the highly safe LiFePO4 batteries naturally became the focus of attention.

LiFePO4 is sold at US$30-60 per kg according to its quality. In China it is sold at RMB140,000-180,000 a ton, with the gross profit margin of 60-70%. The market value of LiFePO4 was US$70m in China in 2008, and is expected to be RMB140m in 2010, with the CAGR of 44% during 2008 and 2010.

There is in China's LiFePO4 industry an investment boom that surpassed it in any other country. The boom can be indicated with the number of companies in the field - the US only has two of them, i.e. A123 and Valence; Canada only one, i.e. Phostech; Taiwan four, i.e. Changs Ascending, Potrans Electrical Corp., Advanced Lithium Electrochemistry and Tatung System Technologies Inc., while there are many more in China - data showed there were more than 40 LiFePO4 producers in China by Oct. 2008, and some of then had already put LiFePO4 into mass production, including Huaxin Energy Materials (Xinxiang), BYD (Shenzhen), BTR (Shenzhen), STL Energy Technology (Tianjin) and Pulead, Nanochem Systems (Suzhou), Xinxiang City Huaxin Energy Materials. Another eight companies also produce LiFePO4 in massive quality and are doing pilot selling. More others intend to get into the field.

Content

Chapter One: Overview of LiFePO4 Batteries
- 1.1 General
- 1.2 Brief Introduction
- 1.3 Structure of LiFePO4 Batteries and Their Operational Principles
- 1.4 Key Properties of LiFePO4 Batteries
  - 1.4.1 Typical Discharge Characteristics and Service Life
  - 1.4.2 Experiment of Over-Discharging to Zero Voltage
- 1.5 Features of LiFePO4 Batteries
- 1.6 Application of LiFePO4 Batteries as Power
Chapter Two: Overview of Global LiFePO4 Industry
- 2.1 The Industry in General
  - 2.1.1 Developing Trend of Li-ion Cathode Materials
  - 2.1.2 Current Situation of LiFePO4 Industry
- 2.2 Market Size
  - 2.2.1 Market in General
  - 2.2.2 Niche Markets
    - 2.2.2.1 Nanometer Market
    - 2.2.2.2 Micron Market
- 2.3 Upstream Markets
  - 2.3.1 Supply of Li-Fe-P Oxide
  - 2.3.2 Electrolyte for Li-ion Batteries
  - 2.3.3 Diaphragm Materials for Li-ion Batteries
- 2.4 Downstream Market of Application
  - 2.4.1 Overview
  - 2.4.2 Telecoms Electronics
  - 2.4.3 Mobile Phone
  - 2.4.4 Digital Camera
  - 2.4.5 Laptop
  - 2.4.6 HEV
  - 2.4.7 Electric-Powered Bicycles
  - 2.4.8 Electric-Powered Carrier and Wheelchair
  - 2.4.9 Electric-Powered Tool
  - 2.4.10 Storage Battery for Solar LED Street Lamp
  - 2.4.11 Other Fields of Applications
- 2.5 Competitive Landscape
  - 2.5.1 General
  - 2.5.2 Major Producers
    - 2.5.2.1 Valence
    - 2.5.2.2 A123 Systems
    - 2.3.2.3 STL Energy Technology (Tianjin)
- 2.6 Potential Customers
  - 2.6.1 Japanese Brands
  - 2.6.2 S Korean Brands
  - 2.6.3 Chinese Brands
  - 2.6.4 European and the US Brands
- 2.7 Market Price
- 2.8 Outlook
  - 2.8.1 Developing Trend
    - 2.8.1.1 Technology
    - 2.8.1.2 Market
  - 2.8.2 Forecast for Development
    - 2.8.2.1 Production
    - 2.8.2.2 Sales
- Chapter Three: Overview of China's LiFePO4 Industry
  - 3.1 General
  - 3.2 Level of Technology
    - 3.2.1 Applied Technology of LiFePO4
    - 3.2.2 Technological Advantage
    - 3.2.3 Improvement of LFP
  - 3.3 Gap between China's and Foreign Levels of Technology
  - 3.4 Supply and Demand
  - 3.5 Market Size
  - 3.6 Competitive Landscape
  - 3.7 Upstream Markets
    - 3.7.1 Supply of Li-Fe-P Oxide
    - 3.7.2 Market of Electrolyte for Li-ion Batteries
    - 3.7.3 Market of Diaphragm Materials for Li-ion Batteries
  - 3.8 Downstream Markets
    - 3.8.1 Telecoms Electronics
    - 3.8.2 Mobile Phones
    - 3.8.3 Digital Camera
    - 3.8.4 Laptop
    - 3.8.5 HEV
    - 3.8.6 Electric-Powered Bicycles
    - 3.8.7 Electric-Powered Carrier and Wheelchair
    - 3.8.8 Electric-Powered Tools
    - 3.8.9 Storage Battery for Solar LED Street Lamp
  - 3.9 Advantages and Disadvantages of Li-ion Battery Industry
    - 3.9.1 Strength
      - 3.9.1.1 Political Factors
      - 3.9.1.2 Related Industries
    - 3.9.2 Unfavorable Factors
    - 3.9.3 Opportunities
    - 3.9.4 Threats
  - 3.10 Revelations for LiFePO4 Industry
- Chapter Four: Major LiFePO4 Producers in China
  - 4.1 Major LiFePO4 Producers in Mainland China
    - 4.1.1 Pulead
    - 4.1.2 STL Energy Technology (Tianjin)
    - 4.1.3 Qianyun (Qingdao)
    - 4.1.4 Lizhiyuan Battery (Shanxi)
    - 4.1.5 Hengdian Group DMEGC Magnetic Limited Company
    - 4.1.6 Hi-power New Energy Group (Shandong)
    - 4.1.7 Reshine New Material (Hunan) Co., Ltd.
    - 4.1.8 Shenzhen BYD Co., Ltd.
    - 4.1.9 Jinhe New Material Co., Ltd.
    - 4.1.10 Dongguan Shanshan Battery Materials Co., Ltd.
    - 4.1.11 Great Power Battery Co., Ltd.
    - 4.1.12 Huaxin Energy Materials (Xinxiang)
    - 4.1.13 Nanochem Systems (Suzhou) Co., Ltd.
    - 4.1.14 Valence Energy and Valence Technology
    - 4.1.15 A123 (Zhenjiang)
    - 4.1.16 A123 (Changzhou)
  - 4.2 Major LiFePO4 Producers in Taiwan, China
    - 4.2.1 Gold Peak Group
    - 4.2.2 Simplo
    - 4.2.3 Pihsiang Machinery
- Chapter Five: Outlook for of China's LiFePO4 Industry
  - 5.1 Overview
  - 5.2 Multinational Producers
  - 5.3 China's Homegrown Producers
  - 5.4 Competitive Trend - Operational Models of LiFePO4 Producers
  - 5.5 Technological Trend - The Modification of LiFePO4 as a Cathode Material
  - 5.6 Product Trend - Disadvantages of LiFePO4 Batteries and Measures for Improvement
- Chapter Six: Investing in China's LiFePO4 Industry
  - 6.1 Investment Environment
  - 6.2 Investment Potential
  - 6.3 Risks of Investment
- List of tables
  - Size of Global LiFePO4 Market, 2006-2013
  - Size of Global LiFePO4 Market on Micron Level, 2006-2013
  - Structure of Global LiFePO4 Market by Revenue, 2006-2013
  - Size of Potential Global LiFePO4 Market on Nanometer Level, 2006-2013
  - Sales of Global Li-ion Battery Market, 2001-2008
  - Shipment Volume of Global Digital Camera Market, 2006-2010
  - Shipment Volume of Global Laptop Market, 2006-2010
  - Demand and Forecast for Laptop Li-ion Batteries in the World, 2007-2010
  - Output Value of Batteries for HEV (Hybrid Electric Vehicles) in the World, 2006-2010
  - Output Value of Batteries for Electric-Powered Bicycles in the World, 2006-2010
  - Output Value of Global GPS Equipment Market, 2006-2010
  - Output Value of Global Mobile Phone Market, 2006-2010
  - Shipment Volume of Global Mobile Phone Market, 2006-2010
  - Output Value of Batteries for Electric-Powered Vehicles and Electric-Powered Wheelchairs in the World, 2006-2010
  - Global Demand for Electric-Powered Handheld Tools, 2006-2010
  - Market Size of Batteries for Electric-Powered Handheld Tools in the World, 2006-2010
  - Output Value of Solar Batteries for LED in the World, 2008-2012
  - Change in Prices of LiFePO4 and Li-Ion Cathode Materials, 2006-2008
  - Production Capacity of LiFePO4 in the World, 2006-2010
  - Supply of and Demand for LiFePO4 in the World, 2006-2010
  - The Estimated Number of HEV (Hybrid Electric Vehicles) in the World
  - Shipments of Electric-Powered Bicycles in the World
  - Demand for Electric-Powered Vehicles and Electric-Powered Wheelchairs in the World
  - Size of Global LED Street Lamps Market
  - Patents of Rechargeable Li-Ion Batteries Held by A123 Systems
  - A123's Collaborations
  - Patents of Rechargeable Li-Ion Batteries Held by Phostech
  - Patents of Rechargeable LiFePO4 Batteries Held by Hydro Quebec
  - Major Customers of Valence, 2006-2008
  - Operation of Valence, 2004-2008
  - Comparison of China, Japan and the U.S. as for Battery Materials
  - Comparison of China, Japan and the U.S. as for Technology in Battery Production
  - Production Capacity of LiFePO4 in China, 2006-2010
  - Supply of and Demand for LiFePO4 in China, 2006-2010
  - Size of China's LiFePO4 Market, 2006-2010
  - Change in Output of Li-ion Batteries in China, 2002-2008
  - Change in Export of Li-ion Batteries by China, 2002-2008
  - Market Shares of China's Li-ion Batteries in the World, 2002-2008
  - Output of Mobile Phones in China, 2005-2010
  - Output Value of China's Mobile Phone Market 2006-2010
  - Shipment Volume of China's Mobile Phone Market, 2006-2010
  - Output of Mobile Phones from OEM in China, 2003-2008
  - Size of China's Digital Camera Market, 2006-2010
  - Size of China's Laptop Market, 2006-2011
  - Demand and Forecast for Laptop Li-ion Batteries in China, 2007-2012
  - Output Value of Batteries for HEV (Hybrid Electric Vehicles) in China, 2006-2010
  - Output Value of Batteries for Electric-Powered Bicycles in China, 2006-2010
  - Output of Electric-Powered Bicycles in China, 2004-2008
  - Ownership of Electric-Powered Bicycles in China, 2004-2008
  - Output Value of Batteries for Electric-Powered Golf Carts and Electric-Powered Wheelchairs in China, 2008-2012
  - Demand for Batteries for Electric-Powered Handheld Tools in China
  - Market Size of Batteries for Electric-Powered Handheld Tools in China, 2008-2012
  - Output Value of Solar Batteries for LED Street Lamps in China