Portable Rechargeable Battery Market in Europe 2008-2015 - Jan 2011

Information for growth
The Portable Rechargeable Battery (PRB) market in Europe (2008-2015)

A report prepared by Avicenne for RECHARGE aisbl
December 2010
Tel.: + 33 1 47 78 46 00 c.pillot@avicenne.com
OBJECTIVES
RECHARGE requested AVICENNE to perform a market research study on Portable Rechargeable Batteries (PRB) in Europe. The data on the Portable Rechargeable Battery (PRB) market in Europe are presented in this Report according to
o o o o Their Sales Volume (number of cells and weight) The technologies (NiCd, NiMH & Li-ion) The major applications It contains also information on the market distribution by country (see geographic distribution).
2
METHODOLOGY
Applications Raw Materials
Portable Electronics
Power Tools
Battery suppliers
Battery Market Raw materials market Automotives
Experts & Researchers
Others
SCOPE OF THE SURVEY

Countries
Mobile Phones
Portable PCs
Power Tools
Consumer cells on retail
Others
TOTAL
Individual Data: Austria, Belgium, France, Germany, Italy, Netherlands, Spain, Switzerland, UK
4 Nordic countries Total of 4 eastern countries: Poland, Romania, Czech Republic, Hungary Others TOTAL
Details for NiCd, NiMH & Li-ion
Other western Europe: Cyprus, Luxembourg, Malta, Greece, Ireland Other eastern Europe: Bulgaria, Estonia, Slovakia, Lithuania, Latvia, Slovenia 4
THE PRB MARKET WORLDWIDE CAGR* 2008/2015:+10%

45'000 40'000 35'000
PRB sales by chemistry MWh, Worldwide, 2008-2015 CAGR: +10%
45'000 40'000 35'000
PRB sales, by applications MWh, Worldwide, 2008-2015 CAGR: +10%
30'000
M Wh 25'000 20'000 15'000 10'000 5'000 2008 NiCd 2010 2012 NiMH 2014 Li-ion MWh
30'000
25'000 20'000 15'000 10'000 5'000 2008 Mobile Phones 2010 Portable PCs 2012 2014 Others Power tools
Source: Avicenne, September 2010
*Note CAGR: Compound Annual Growth Rate: 5

DEFINITIONS (1/2)
Cell Battery Pack Cell: unique element Battery Pack is a set of any number of (preferably) identical batteries or individual battery cells. Battery pack After Market: average number of pack used in the life of the device 2 packs sold with the same device, or Replacement
Average Number of cells per pack in 2009 Mobile Phone Portable PCs Power Tools NiCd Power Tools Li-ion 1 Li-ion cell / pack 5.8 Li-ion cells / pack 10.6 NiCd cells / pack 5 Li-ion cells/pack Average Number of pack used per device in 2009 1,02 pack / device 1,04 pack /device 1,42 pack / device 1.94 pack / device
DEFINITION (2/2)
NiCd, NiMH & Li-ion usage in 2009

% of device equipped by each battery chemistry
NiCd Mobile Phone Portable PCs Power Tools 0% 0% 67% NiMH 0% 1% 2% Li-ion 100% 99% 31%
Average cell weight in 2009

NiCd Mobile Phone Portable PCs Power Tools 50 g 60 g 55 g NiMH Li-ion 22 g 48 g 45 g
AGENDA
Mobile Phones Battery market Portable PCs Battery market Power Tools Battery market Consumer battery market (single cell sold in retail) Other battery market
Camcorders Digital Camera Video Games MP3 Players PDA Toys Household devices (shavers)
Conclusions
8
AGENDA
NiCd Mobile Phones

Portable PCs Cordless Tools Consumer Single cells Others TOTAL P 33
NiMH
P 31 P 51 P 60 P 65
Li-ion P 11
P 21 P 43
MOBILE PHONE BATTERY MARKET METHODOLOGY & DATA SOURCES

Pack/Device
Cells/pack
Weight/cell
Number of mobile Phones
Number of pack
Number of cells
Tons of batteries
AVICENNE Crosscheck Avicenne Annual survey based on Hundreds of interviews on the Battery market Renewal Ratio
Import/export data by country
IDC, Gartner,.. Surveys
Avicenne data
Number of subscribers
10
MOBILE PHONES SOLD BY COUNTRY 163 M IN 2009 TO 208 M IN 2015 (CAGR:+4.2%)

50 45 40 35 30 25 20 15 10 5 -
Million mobile phones / year
43 35 31 23 16 25 17 14 45 34 67 9 33 45 11 6 8 3 5
27
22 17 12
2009 2015
11
LI-ION CELLS FOR MOBILE PHONES 167M IN 2009 TO 212M IN 2015 (CAGR:+4%)
50 45 40 35 30 25 20 15 10 5 -
44 36 31 26 23 17 18 15 45 77 33 9 4 6 11 28 23
Million of cells / year
- 100% of mobile phones equipped with Li-ion - Pack per device = 1.02 - Cell per pack= 1
17
12
6 8 3 5
34
2009
2015
12
LI-ION CELLS FOR MOBILE PHONES 3700 TONS IN 2009 TO 4700 TONS IN 2015 (CAGR:+4%)
1'200 1'000
Tons / year
976 789 687 511 368 564 389 324 105 98 81 74 160 142 76 59 610 508
- Average weight / cell: 22 g
800 600 400
252 122 201 97
380
200
-
185 143
264 108 68
2009 2015
13
LI-ION MARKET FOR MOBILE PHONES (BY NUMBER OF CELLS)

250 200 M cells / year Others Portugal
Netherlands
150 100 50 4 Nordics PRCH Spain
Italy
France UK 0 2008 2009 2010 2011 2012 2013 2014 2015 Germany
Note PRCH: Poland, Romania, Czech Republic, Hungary
CONFIDENTIAL FOR RECHARGE - December 2010
14
LI-ION MARKET FOR CELLULAR PHONES (BY WEIGHT)

5'000 4'500 4'000 3'500 Tons / year 3'000 2'500 2'000 1'500 1'000 500 2008 2009 2010 2011 2012 2013 2014 2015
Others Portugal
Netherlands
4 Nordics PRCH Spain
Italy
France UK Germany
15
PORTABLE PC BATTERY MARKET METHODOLOGY & DATA SOURCES

Pack/Device
Cells/pack
Avicenne Annual survey based on Hundreds of interviews on the Battery market
Weight/cell
Li-ion cells
Number of pack
Number of cells
Tons of batteries
Number of Portable PCs

NiMH cells
Pack/Device
AVICENNE Crosscheck
Number of pack
Cells/pack
Number of cells
Weight/cell
Avicenne Annual survey based on Hundreds of interviews on the Battery market
Tons of batteries
Import/export data by country
IDC, Gartner surveys
Avicenne data
Number of subscribers
Renewal Ratio
16
PORTABLE PC SOLD BY COUNTRY 48 M IN 2009 TO 91 M IN 2015 (CAGR:+11%)

20 18 16 14 12 10 8 6 4 2 -
18
Million Portable PC/ year
14 12 10 6 7 6 4 1 2 1 2 2 3 1 2 1 2 3 7 5 4 2 4 1 2 7 11
2009 2015
17
LI-ION CELLS FOR PORTABLE PC 280M IN 2009 TO 505M IN 2015 (CAGR:+10%)

120
100
101
80
60 40 20 56
76 66 61 41 34 23 7 12 6 11 9 17 5 10 42
- 99% of Portable PC equipped with Li-ion - Pack per device = 1.04 - Cell per pack= from 5.8 in 2009 to 5.5 in 2015
43 29 16 21 11 24 6 10
36
2009 2015
18
LI-ION CELLS FOR PORTABLE PC

13 000 TONS IN 2009 TO 24 000 TONS IN 2015 (CAGR:+10%)
6'000 5'000
Tons / year
4'847 3'635 3'151 2'688 2'908 1'969 1'092 800 415 573 510 443 318 283 230 2'016
- Average weight / cell: 48 g
4'000 3'000 2'000

1'747 1'613
1'371 485 760 269 990 549
2'076 1'151 500 277
1'000
-
2009 2015
19
LI-ION CELLS MARKET FOR PORTABLE PC (BY NUMBER OF CELLS)

600 Others 500 M cells / year 400 300 200 100 0 2008 2009 2010 2011 2012 2013 2014 2015
Austria Belgium
Portugal
Netherlands 4 Nordics PRCH
Spain
Italy France UK
Germany
20
LI-ION CELLS MARKET FOR PORTABLE PC (BY WEIGHT)

30'000 Others 25'000 20'000 Tons / year 15'000 10'000 5'000 2008 2009 2010 2011 2012 2013 2014 2015
Austria Belgium
Portugal
Spain
Italy France UK
Germany
21
NIMH CELLS MARKET FOR PORTABLE PC (BY NUMBER OF CELLS)

25 Others 20 M cells / year Austria Belgium
Portugal
15 10 5 Netherlands 4 Nordics PRCH
Spain
Italy France 0 2008 2009 2010 2011 2012 2013 2014 2015 UK
Germany
22
NIMH CELLS MARKET FOR PORTABLE PC (BY WEIGHT)

1'600 1'400 1'200 Tons / year 1'000 800 600 400 200 2008 2009 2010 2011 2012 2013 2014 2015
Others Austria Belgium
Portugal
Spain
Italy France UK
Germany
23
CORDLESS POWER TOOLS* SOLD BY COUNTRY 13 M IN 2009 TO 16 M IN 2015 (CAGR:+4%)

Million cordless Power tools / year
4.0 3.5 3.0 2.5 2.0 1.5 1.0 0.5 -
3.4
1.9
2.1 1.3
2.3
1.3 1.0 0.6 0.3 0.3 0.3 0.3 0.6 0.3
2009 2015
* Notes: Including all the Cordless Power tools sold in Europe: B&D, Bosch, Makita, TTI, Jingding, other chineses
24
BATTERY FOR CORDLESS TOOLS IN EUROPE BY CHEMISTRY

80% 70% 60% 50% 40% 30% 20% 10% 0% 2008 2009 2010 2011 2012 2013 2014 2015 25
NiCd NiMH Li-ion
NICD CELLS FOR CORDLESS TOOLS STABLE AT 122-126 M CELLS

30
26
25 20 15 10 5 15 19 16 10
- Pack per device = 1.42 in 2009 to 1.35 in 2015
- Average Cell per pack: 11
9 7 4 2
2009 2015
26
NICD CELLS FOR CORDLESS TOOLS STABLE AT 6 000 TONS / YEAR

1'600 1'400 1'200 1'000 800 600 400 200 -
- Average weight / cell : 50 g

1'308
Tons / year
934
747
810 498 147 131 206 107 374
467 125
125
125
2009 2015
27
NICD CELLS MARKET FOR CORDLESS TOOLS (BY NUMBER OF CELLS)

160 140 120 M cells / year 100 80 60 40 20 0 2008 2009 2010 2011 2012 2013 2014 2015
Portugal
Spain
Italy France UK
Germany
28
NICD CELLS MARKET FOR CORDLESS TOOLS (BY WEIGHT)

8'000 7'000 6'000 Tons / year 5'000 4'000 3'000 2'000 1'000 2008 2009 2010 2011 2012 2013 2014 2015
Portugal
Spain
Italy France UK
Germany
29
LI-ION CELLS FOR CORDLESS TOOLS

FROM 38 M CELLS IN 2009 TO 69 M CELLS IN 2015 (CAGR:+11%)
16 14 12 10 8 6 4 2 -
13.8
- Pack per device = 1.94 in 2009 to 1.90 in 2015

9.8
7.9 8.5
- Cell per pack= 5
7.0
5.3
4.0 4.3 2.7 0.8
5.0
4.9 3.9
2.0 2.5 0.7
1.6
2.2 1.4 1.1 0.7
0.6
1.1
0.7
1.3
1.3
0.7
1.3
2009 2015
30
LI-ION CELLS FOR CORDLESS TOOLS FROM 1700 TONS IN 2009 TO 3100 TONS IN 2015
700 600 500 400 300 200 100 -
666
- Average weight / cell : 45 g

475
Tons / year
362
380
412
207
224
254 138 75 41 67 36 57 105 54 30
259
190
238 129 63 34 63 34
63 34
103
2009
2015
31
LI-ION CELLS MARKET FOR CORDLESS TOOLS (BY NUMBER OF CELLS)

80 70 60 M cells / year 50 40 30 20 10 0 2008 2009 2010 2011 2012 2013 2014 2015
Portugal
Spain
Italy France UK
Germany
32
LI-ION CELLS MARKET FOR CORDLESS TOOL (BY WEIGHT)

3'500 Others 3'000 2'500 Tons / year 2'000 1'500 1'000 Austria Belgium
Portugal
Spain
Italy France UK 2008 2009 2010 2011 2012 2013 2014 2015
500
Germany
33
CONSUMER BATTERY (SINGLE CELL FOR RETAIL) MARKET METHODOLOGY & DATA SOURCES
Weight/cell
Estimation of the single cells on the consumer market and replacement cell market for Digital camera, toys, household devices
Number of cells
Tons of batteries
Battery Makers
* Source: The rechargeable battery market, 2009-2020, Avicenne, August 2010
34
NIMH SINGLE CELLS MARKET 160 M IN 2009 TO 223M IN 2015 (CAGR:+6%)

60
50
48
- 100% of consumer cells are NiMH in Europe

34 24 18 13 45 35 5 7 34 35 14 10 17 12 35
40
30 20 10 -
34 31 23 16 22
2009 2015
35
NIMH SINGLE CELLS MARKET 4800 TONS IN 2009 TO 6700 TONS IN 2015 (CAGR:+6%)
1'600 1'400 1'200 1'000 800 600 400 200 -
1'443
- Average weight / cell : 30 g AA NiMH single cell

1'016 922 682 660 488 542 387 223 160 143 116 115 102 160 83 135 97 727 406 291 508 271 363 194
1'033
Tons / year
135 97
2009 2015
36
NIMH SINGLE CELLS MARKET (BY NUMBER OF CELLS)

250 Others 200 M cells / year Austria Belgium
Portugal
150 100 50 Netherlands 4 Nordics PRCH
Spain
Italy France 0 2008 2009 2010 2011 2012 2013 2014 2015 UK
Germany
37
NIMH SINGLE CELLS MARKET (BY WEIGHT)

8'000 7'000 6'000 Tons / year 5'000 4'000 3'000 2'000 1'000 2008 2009 2010 2011 2012 2013 2014 2015
Portugal
Spain
Italy France UK
Germany
38
OTHER PRB IN EUROPE

Applications
NiCd
NiMH
Li-ion
Video Games Camcorders Home Cordless Phones

Cordless Shavers Toothbrush Cleaners MP3 players Portable Medical devices, others TOTAL
3 300 tons in 2009 3 500 tons in 2009
39
NIMH CELLS MARKET FOR OTHER APPLICATIONS (BY NUMBER OF CELLS)

140 Others 120 100 M cells / year 80 60 40 Austria Belgium
Portugal
Spain
Italy France UK 2008 2009 2010 2011 2012 2013 2014 2015
20
0
Germany
40
LI-ION CELLS MARKET FOR OTHER APPLICATIONS (BY NUMBER OF CELLS)

180 160 140 M cells / year 120 100 80 60 40 20 2008 2009 2010 2011 2012 2013 2014 2015
Portugal
Spain
Italy France UK
Germany
41
NIMH CELLS MARKET FOR OTHER APPLICATIONS (BY WEIGHT)

4000 3500 3000 Tons / year 2500 2000 Others Austria Belgium Portugal Netherlands 4 Nordics PRCH Spain 1000 500 0 2008 2009 2010 2011 2012 2013 2014 2015
1500
Italy France UK Germany
- Average weight for NiMH cells: 30-33 g
42
LI-ION CELLS MARKET FOR OTHER APPLICATIONS (BY WEIGHT)

6'000 Others
5'000
4'000 Tons / year 3'000 2'000 1'000 2008 2009 2010 2011 2012 2013 2014 2015
Austria Belgium Portugal Netherlands 4 Nordics PRCH Spain Italy France UK Germany
- Average weight for NiMH cells: 30-33 g
43
EUROPEAN PRB MARKET

38 000 TONS IN 2009 TO 55 000 TONS IN 2015 (CAGR: +7%)
60000 50000 40000 Tons / Year 30000 20000 10000 0 2008 2009 2010 2011 2012 2013 2014 2015 CONFIDENTIAL FOR RECHARGE - December 2010 44
Li-ion (CAGR: +9%) NiMH (CAGR: +5%) NiCd (CAGR: -0,5%)
EUROPEAN PRB MARKET

12'000 10'000
Tons / year
11400
8'000
6'000 4'000 2'000 -
7'800
8200
6700
4'500
7100
5'600
4'900
4500
3'100
4500 3200 3'000 2'200 2000 1100 1'400 800
1300 1200 1800 1'300 900 900 800 600
1100 800
2009 2015
45
EUROPEAN PRB MARKET

European PRB market in 2009

45000 40000 35000 30000 25000 20000 15000 10000 5000 0 NiCd NiMH Li-ion Others Single Cells Cordless Tools Portable PCs
European PRB market in 2015

40000 35000 30000 Tons / Year 25000 20000 15000 10000 5000 0 NiMH Single Cells Cordless Tools Portable PCs Others
Tons / Year
Mobile Phones
Mobile Phones Li-ion

NiCd
46
LI-ION BATTERY CHEMISTRY

Li-ion Chemistry for Mobile Phones

100%
80% 60% 40% 20% 0%
NMC/NCA LiMn2O4 LiCoO2
Li-ion Chemistry for Portable PCs

100% 80% 60% 40% 20% 0%
LiCoO2 LiMn2O4 LiFePO4 NMC/NCA
2008 2009 2010 2011 2012 2013 2014 2015
2008 2009 2010 2011 2012 2013 2014 2015
Li-ion Chemistry for Power tools

100% 80% 60% NMC/NCA 40% 20% 0% LiFePO4 LiMn2O4 LiCoO2 2008 2009 2010 2011 2012 2013 2014 2015 40% 20% 0% 100% 80% 60%
Li-ion Chemistry for Others
LiCoO2 NMC/NCA LiFePO4 LiMn2O4 2008 2009 2010 2011 2012 2013 2014 2015
47
EUROPEAN LI-ION PRB MARKET BY CHEMISTRY

Li-ion Chemistry for PRB in Europe

100%
40000 35000
90% 80% 70% 60% 50% 40% 30% 20%

LiMn2O4 LiCoO2 NMC/NCA
30000 25000 Tons / Year LiFePO4 20000 15000 10000 5000 0

2008 2009 2010 2011 2012 2013 2014 2015 2008 2009 2010 2011 2012 2013 2014 2015
NMC/NCA LiMn2O4
LiCoO2
10% LiFePO4 0%
48
AVICENNE
Information for a competitive Edge

Powering your companys market strategy with in-depth research
Creation: 1992
Headquarter: Paris Liaison Office: Japan, USA Director: M. Madani
Battery Survey Manager: C. Pillot
49

Portable Rechargeable Battery Market in Europe 2008-2015 - Jan 2011

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Portable Rechargeable Battery Market in Europe 2008-2015 - Jan 2011

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Information for growth

The Portable Rechargeable Battery (PRB) market in Europe (2008-2015)

Applications Raw Materials

Battery Market Raw materials market Automotives

Experts & Researchers

SCOPE OF THE SURVEY

Consumer cells on retail

Details for NiCd, NiMH & Li-ion

THE PRB MARKET WORLDWIDE CAGR* 2008/2015:+10%

45'000 40'000 35'000

PRB sales by chemistry MWh, Worldwide, 2008-2015 CAGR: +10%

45'000 40'000 35'000

PRB sales, by applications MWh, Worldwide, 2008-2015 CAGR: +10%

Source: Avicenne, September 2010

*Note CAGR: Compound Annual Growth Rate: 5

NiCd, NiMH & Li-ion usage in 2009

Average cell weight in 2009

NiCd Mobile Phones

MOBILE PHONE BATTERY MARKET METHODOLOGY & DATA SOURCES

Number of mobile Phones

Import/export data by country

IDC, Gartner,.. Surveys

MOBILE PHONES SOLD BY COUNTRY 163 M IN 2009 TO 208 M IN 2015 (CAGR:+4.2%)

Million mobile phones / year

Million of cells / year

- Average weight / cell: 22 g

800 600 400

252 122 201 97

LI-ION MARKET FOR MOBILE PHONES (BY NUMBER OF CELLS)

250 200 M cells / year Others Portugal

Note PRCH: Poland, Romania, Czech Republic, Hungary

CONFIDENTIAL FOR RECHARGE - December 2010

LI-ION MARKET FOR CELLULAR PHONES (BY WEIGHT)

CONFIDENTIAL FOR RECHARGE - December 2010

PORTABLE PC BATTERY MARKET METHODOLOGY & DATA SOURCES

Number of Portable PCs

Import/export data by country

IDC, Gartner surveys

CONFIDENTIAL FOR RECHARGE - December 2010

PORTABLE PC SOLD BY COUNTRY 48 M IN 2009 TO 91 M IN 2015 (CAGR:+11%)

Million Portable PC/ year

CONFIDENTIAL FOR RECHARGE - December 2010

LI-ION CELLS FOR PORTABLE PC 280M IN 2009 TO 505M IN 2015 (CAGR:+10%)

CONFIDENTIAL FOR RECHARGE - December 2010

LI-ION CELLS FOR PORTABLE PC

- Average weight / cell: 48 g

4'000 3'000 2'000

1'371 485 760 269 990 549

2'076 1'151 500 277

CONFIDENTIAL FOR RECHARGE - December 2010

LI-ION CELLS MARKET FOR PORTABLE PC (BY NUMBER OF CELLS)

CONFIDENTIAL FOR RECHARGE - December 2010

LI-ION CELLS MARKET FOR PORTABLE PC (BY WEIGHT)

CONFIDENTIAL FOR RECHARGE - December 2010

NIMH CELLS MARKET FOR PORTABLE PC (BY NUMBER OF CELLS)

25 Others 20 M cells / year Austria Belgium

Note PRCH: Poland, Romania, Czech Republic, Hungary

CONFIDENTIAL FOR RECHARGE - December 2010

NIMH CELLS MARKET FOR PORTABLE PC (BY WEIGHT)

Others Austria Belgium

CONFIDENTIAL FOR RECHARGE - December 2010

CORDLESS POWER TOOLS* SOLD BY COUNTRY 13 M IN 2009 TO 16 M IN 2015 (CAGR:+4%)

Million cordless Power tools / year