In 2020, the opportunity window in the field of power batteries is getting smaller and smaller, but at the same time, the demand in other fields is bringing new opportunities to lithium battery enterprises.

Based on the industry changes in the first quarter, the demand for lithium batteries in the fields of base station energy storage, electric bicycles, TWS, ships and so on has increased significantly. This means that enterprises that can seize opportunities in these segments will develop rapidly.

TWS battery: the market space will exceed 2.4 billion yuan in 2020

Data show that in 2019, the global shipment of TWS headphones was 120million pairs, with a compound growth rate of 136%; It is estimated that the shipment volume of TWS headphones in 2020 will continue to double that in 2019, and will increase to 700million pairs in 2022.

According to the above data, it is conservatively estimated that the market demand for lithium batteries of TWS headphones will reach about 300million in 2020. According to the high-end market, the unit price of TWS earphone battery is 10-20 yuan / piece, the middle end market is 5-10 yuan / piece, and the low-end (Shanzhai) market is less than 5 yuan / piece. Taking the middle value of the middle and high-end market of 8-15 yuan means that the market space of TWS lithium battery will be at least 2.4-4.5 billion yuan in 2020.

At present, the battery enterprises in this field include LG, German varta, ATL, Yiwei lithium energy, Guoguang electronics, Vitelli, Ganfeng lithium, Zhijian technology, Penghui energy, Meini, etc.

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Electric bicycle battery: the estimated shipment volume will reach 11.3gwh in 2020

Lithium to lead conversion of electric bicycle batteries is entering the general attack stage.

According to the data of the Institute of lithium battery research (GGII), driven by strong downstream demand, the shipments of lithium batteries for bicycles in China reached 5.450gwh in 2019, an increase of 61.5% year-on-year. It is expected to increase to 8.448gwh in 2020, with a year-on-year increase of 55%.

From the perspective of the global market, the demand for lithium batteries for electric light vehicles (Note: China's light vehicles are mainly bicycles, so they are mainly referred to as bicycles above) is also more considerable. According to GGII data, the global shipments of lithium batteries for light vehicles reached 8.386gwh in 2019, with a year-on-year increase of 40.3%. By 2020, it is expected that the shipments will reach 11.296gwh, with a year-on-year increase of 34.7%.

In this context, more and more enterprises are joining the competition in this field, including ATL, catl, BYD, GuoXuan and other lithium-ion battery companies have made layout.

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5g base station energy storage: demand in 2020 10gwh

Within two weeks, China Mobile and China Tower have successively issued bidding projects for base station energy storage, with a total demand of nearly 4gwh. The demand for lithium batteries raised by 5g base stations will bring new opportunities to industrial chain enterprises.

GGII analysis believes that 5g and infrastructure projects will be vigorously developed in China in 2020. Under the two-way drive, 5g base stations will be an inevitable trend to be vigorously promoted in 2020. With the four major operators and China's iron towers starting the bidding of base station lithium batteries, the demand for base stations will be further released in the future. It is conservatively estimated that the demand for new and upgraded 5g base stations will exceed 10gwh in 2020.

At present, the market in this field is mainly occupied by HA Guangyu, haisida, Topbond, Nandu power, Shuangdeng group, xiongtao power and other enterprises.

With the entry of enterprises with technology and product strength in the field of lithium iron phosphate batteries, including GuoXuan high tech and Anchi technology, the market pattern is expected to be adjusted and changed.

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Marine battery: the demand will reach 35.4gwh in 2025

Ship electrification, especially pure electric ships, is expected to take the lead in the market of short-distance transport ships, sightseeing ships, ferries and other markets such as inland rivers and lakes, and most of them are ships of less than 2000 tons.

Since 2020, many enterprises have received demand orders for marine batteries.

GGII predicts that in the next seven years, based on the average decrease of 4.9% in the total number of civil ships per year and the average net weight per unit tonnage of 17800 tons / ship, the total tonnage of inland ships will account for an average of 92% of the total tonnage of civil motor ships. The lithium electrification penetration rate of electric ships in 2019, 2022 and 2025 is calculated according to the electrification rate of 0.035%, 0.55% and 18.5%. By 2025, the lithium battery market for electric ships will reach 35.41gwh.

The development of the electric ship market presents two stages as a whole, with slow growth from 2018 to 2021 and accelerated growth from 2022 to 2025. If the lithium electrification penetration rate of the lithium battery market for electric ships reaches 50%, it will drive the scale of the lithium battery market of more than 90gwh.

At present, the battery enterprises involved in this field include Ningde times, Yiwei lithium energy and other enterprises.

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Article source: High tech lithium power grid