eThe status of China smartphone battery industry market and development trend analysis in 2020: battery capacity upgrade to drive growth

2020-12-29 16:32:51 李东燕

eThe status of China smartphone battery industry market and development trend analysis in 2020: battery capacity upgrade to drive growth

 

Thanks to the growth of cell phone battery capacity and upgrade of cell phone battery module. The unit price of a smartphone battery will maintain the growth trend. 2019, China's smartphone battery demand market is 16.74 billion yuan, up 4.7% year-on-year.

 

Smartphone sales growth rate slows down

 

In recent years, with the slowdown of smartphone technology upgrades, quality improvement using life cycle extension. With the launch of dual-card phones, the rise of the second-hand market, and other factors, the overall trend of smartphone shipments is down.

 

According to the Ministry of Industry and Information Technology data, in 2019, China's smartphone shipments were 372 million, down 4.6% year-on-year; in the first half of 2020, affected by the new crown epidemic, smartphone shipments further declined to 149 million, down 16.3% year-on-year.

 

Full-screen, high refresh rate, 5G applications, and other multiple factors to promote cell phone battery capacity upgrade

 

With the continuous strengthening of smartphone functions, screen share and refresh rate, and the development of cell phone communication from 4G to 5G applications, the demand for cell phone battery capacity is also getting higher.

 

Take Apple cell phones as an example, the standard battery capacity of iPhone 4 cell phones in 2010 was 1420mAh, and by 2019, iPhone 11, the battery capacity grew to 3110mAh. Huawei P series cell phones have also seen a continuous increase in cell phone battery capacity in recent years, with Huawei P9 battery capacity of 3400mAh in 2016, and by 2020, Huawei P40 cell phones Battery capacity reached 3800mAh.

 

To maximize the battery capacity within a limited phone, some phones use dual cells or shaped cells. For example, the Apple iPhone XS Max uses a dual-cell structure, while the iPhone XS and iPhone 11 Pro MAX use a shaped (L-shaped) cell structure.

 

Smartphone battery market demand forecast has declined

 

Thanks to the growth of cell phone battery capacity and the upgrade of cell phone battery modules, the unit price of smartphone batteries will maintain the growth trend. According to the 2019 single smartphone battery price of $47, in 2019, the market size of China's smartphone battery demand is 16.74 billion yuan, an increase of 4.7% year-on-year. The increase in the unit price of batteries drives the growth of the market size of smartphone battery demand.

 

In 2020, due to the impact of the new crown epidemic, the release of new cell phone products is delayed, and the annual smartphone shipments are forecast to see a 15% decline, which in turn will lead to a decrease in demand for cell phone batteries. The preliminary forecast for 2020, China's smartphone shipments of 316 million, corresponding to smartphone battery demand market size of 14.85 billion yuan.