Date: 4th Mar 2012
Battery trend in mobiles is fast moving
from removable to internal
According to EnergyTrend, a research division of TrendForce,
mobile phone products will soon see a wave of new model
upgrades, and lithium-polymer batteries will relive the
glory of 2011, with penetration rate forecasted to increase
from 3% to 15%. As for the notebook market, affected by
the introduction of new models in the weak sales season,
key components such as lithium battery cores showed flat
price trends for the month; a greater diversity of new products
should begin hitting the market in March.
Other analysis as per EnergyTrend:
Mobile Phone Batteries to Follow "Light" Trend
Too: The popularization of smartphones was undeniably a
highlight of the handheld device market in 2011. Furthermore,
mobile phone batteries have gradually evolved from prismatic
lithium-ion to thin and light lithium-polymer; although
li-poly battery cost is not low due to high levels of customization,
with appropriate power management and protection ICs, cost
can be maintained within a reasonable range. In the future,
internal batteries will be used in lieu of replaceable batteries,
but consumer reaction and acceptance remains to be seen.
Internal li-poly battery penetration rate is estimated to
increase from 3% to over 15% in 2012.
Battery Price Trend Flat: As the February release of new
standard notebook models has been postponed, cylindrical
cell demand is flat. While many ultrabooks were released
in 4Q11, due to high levels of customization, the newest
models will not hit the market and stimulate a new wave
of hardware demand until March 2012 at the earliest.