Mobile phone battery is one of the core components of mobile phones, and it is also an important factor affecting the performance and experience of mobile phones. With5G、AI、IoTThe mobile phone battery industry is facing higher demand and more intense competition. This paper makes an in-depth analysis of the market size, industrial chain structure, technological development and competition pattern of the global mobile phone battery industry, and discusses the advantages and disadvantages of China's mobile phone battery industry in the international market, as well as strategic suggestions to enhance international competitiveness.

Global mobile phone battery market continues to grow in 1.

According to data from Champ Consulting Group，2022In, the revenue of the global mobile phone battery market was216.1Billions of dollars, expected2023throughout the year will grow230.5billion dollars, with an average annual growth rate6.7%. However, the conflict between Russia and Ukraine may affect the recovery of the global economy, thereby adversely affecting the mobile phone battery market. Key drivers include:

Global smartphone market demand continues to grow.According to data from the Champ Consulting Group,2022Global smartphone sales reached 14.3Billion units, more than 2019an increase of 3.6 percent in。expected2023By the end of the year, global smartphone shipments will reach15.8billion units, with a compound annual growth rate3.4%. The main driving force comes from5GThe popularity of the network and the innovation of new products.

Mobile phone battery capacity and power continue to improve. With the increase of smart phone functions and the improvement of user's requirements for endurance, the capacity and power of mobile phone batteries are also increasing.According to data from the Champ Consulting Group,2022The average global smartphone battery capacity is 4000mAh5.3 percent year-on-year growth; average charging power is 20W11.1 percent year-on-year growth. These data reflect consumers' demand for mobile phone life and fast charging, as well as manufacturers' continuous innovation in battery technology.expected2023By the end of the year, the global average smartphone battery capacity will reach4500mAh, the average charging power will reach25W。

Mobile phone battery technology continues to innovate. In order to meet the needs of users for fast charging, large capacity, safety and other aspects, mobile phone battery technology is also constantly innovating. For example, OPPOLaunched 125WSuper flash charging technologyCan be in 20.Minutes will be 4000mAhThe battery is full; Xiaomi launched 80WWireless Flash Charging TechnologyIt can be 19.Minutes will be 4000mAhThe battery is fully charged; Huawei has launched a self-developed lithium-silicon anode material., Can improve battery capacity and cycle life; Apple launched a MagSafeMagnetic wireless charging technology, Can improve the efficiency and stability of wireless charging.

Analysis of Global Mobile Phone Battery Industry Chain Structure in 2.

The mobile phone battery industry chain mainly includes three links: upstream raw materials, midstream core materials and downstream battery manufacturing. From the perspective of the global industrial chain structure, upstream raw materials are mainly concentrated in resource-rich countries such as Africa and Australia, midstream core materials are mainly concentrated in technologically advanced countries such as China, Japan and South Korea, and downstream battery manufacturing is mainly concentrated in countries with large markets such as China, South Korea and Japan. Specific as follows:

Upstream raw materials. The main raw materials of mobile phone batteries include lithium, cobalt, nickel, manganese and other metal elements, as well as copper, aluminum and other metal foils. The reserves and supply of these raw materials are mainly concentrated in Africa, Australia and other resource-rich countries, such as Congo (DRC), South Africa, Chile, Australia and so on. These countries have an important influence on the global mobile phone battery industry chain, and are also facing risks such as resource depletion, environmental pollution, and political turmoil.

Midstream core material. The core materials of mobile phone batteries include positive electrode materials, negative electrode materials, electrolytes and separators. The production and supply of these materials are mainly concentrated in China, Japan, South Korea and other technologically advanced countries, such as Ningde Times, Tianqi Lithium, Ganfeng Lithium,LGChemical, SamsungSDI, Hitachi, etc. These countries have core competitiveness for the global mobile phone battery industry chain, and are also facing challenges such as technological innovation, cost control, and quality assurance.

Downstream battery manufacturing. The manufacturing and sales of mobile phone batteries are mainly concentrated in China, South Korea, Japan and other countries with large markets, suchATL, BYD, Zhuhai Guanyu,LGChemical, SamsungSDI, Panasonic, etc. These countries have a key market share for the global mobile phone battery industry chain, but also face changes in customer demand, product differentiation, supply chain coordination and other issues.

Analysis of Global Mobile Phone Battery Technology Development Trend in 3.

Mobile phone battery technology is an important factor that affects the performance and experience of mobile phones, and it is also a key factor that determines the competitiveness of the mobile phone battery industry. From the perspective of the development trend of global mobile phone battery technology, there are mainly the following aspects:

Fast charging technology. Fast charging technology refers to shortening the time required to fully charge a battery by increasing the charging power or optimizing the charging and discharging curve. Fast charging technology can improve user convenience and satisfaction, and can also extend battery life. At present, the major mobile phone manufacturers are constantly introducing their own fast charging technology, such as OPPOof VOOCFlash charge8, huawei's super fast charge9, Xiaomi's flash charge10, one plusWarpFlash charge, etc. It is expected that in the future, fast charging technology will continue to improve charging power and efficiency, and achieve a faster and safer charging experience.

Multi-core technology. Multi-core technology refers to the combination of multiple single cells in parallel or series to form a battery module to increase the capacity and power of the battery. Multi-core technology can improve the endurance and performance of mobile phones, and can also reduce the weight and volume of batteries. At present, major mobile phone manufacturers are using multi-core technology, such as Apple's dual-cell battery, Huawei's four-cell battery, Samsung's six-cell battery and so on. It is expected that in the future, multi-core technology will continue to optimize the structure and management of the battery to achieve more efficient and stable battery output.

New material technology. New material technology refers to the development of new cathode materials, anode materials, electrolytes and separators to improve the energy density and safety of batteries. New material technology can improve the performance and experience of mobile phones, and can also extend battery life and reliability. At present, major mobile phone manufacturers are developing new material technologies, such as Huawei's lithium-silicon anode material, Xiaomi's lithium-titanium anode material,OPPOSolid electrolyte, etc. It is expected that in the future, new material technologies will continue to break through the physical and chemical limitations of batteries, achieving higher capacity and lower impedance battery performance.

Wireless charging technology. Wireless charging technology refers to the transmission of electrical energy from the charger to the mobile phone battery through wireless transmission. Wireless charging technology can improve the convenience and comfort of users, and can also reduce the use and loss of chargers and data lines. At present, major mobile phone manufacturers are supporting wireless charging technology, such as Apple'sMagSafeMagnetic wireless charging, Xiaomi's80WWireless flash charging, Huawei's50WWireless super fast charge and so on. It is expected that in the future, wireless charging technology will continue to improve the power and efficiency of wireless charging and achieve a faster and smarter wireless charging experience.

Analysis of Global Mobile Phone Battery Competition Pattern in 4.

The mobile phone battery industry is a highly competitive and differentiated industry, and there are obvious differences and advantages and disadvantages between mobile phone manufacturers and battery manufacturers in different countries and regions. From the perspective of the global mobile phone battery competition pattern, there are mainly the following characteristics:

China is the world's largest producer and consumer of mobile phone batteries. According to data from the Champ Consulting Group,2022China's mobile phone battery market reached about 600BillionthS. dollar, accounting for 55% of the global market share。 This is mainly due to China's leading position in lithium-ion battery technology and production capacity, as well as strong domestic and foreign demand for smart phones and other consumer electronics.China has a wealth of midstream core material suppliers and downstream battery manufacturers, such as Ningde Times, Tianqi Lithium, Ganfeng Lithium,ATL, BYD, Zhuhai Guanyu, etc. China also has many mobile phone brands and user groups, such as Huawei, Xiaomi,OPPO、vivo, one plus, etc. China has a strong scale effect and cost advantage in the mobile phone battery industry.

South Korea is the world's most innovative mobile phone battery country. According to data from the Champ Consulting Group,2022The size of the South Korea mobile phone battery market reached about220Billion US dollars, accounting for the global market share20%. South Korea has the world's leading mobile phone brands and battery manufacturers, such as Samsung,LGWait. South Korea has strong innovation ability and quality advantages in mobile phone battery technology, such as Samsung's six-cell battery,LGChemical solid-state batteries, etc.

Japan is the world's most stable mobile phone battery country. According to data from the Champ Consulting Group,2022The size of the Japanese mobile phone battery market reached approximately110Billion US dollars, accounting for the global market share10%. Japan has the world's earliest mobile phone brands and battery manufacturers, such as Sony and Panasonic. Japan has strong stability and reliability in mobile phone battery technology, such as Panasonic's lithium-ion battery and Sony's lithium polymer battery.

Other countries and regions occupy a smaller market share and competitiveness in the global mobile phone battery industry. For example, the United States relies mainly on Apple'siPhoneBrand andATLEurope relies heavily on traditional mobile phone brands such as Nokia and Motorola.LGChemical and other South Korea battery manufacturers supply; India mainly relies on Samsung, Xiaomi and other foreign mobile phone brands and Zhuhai Guanyu and other Chinese battery manufacturers supply.

Suggestions on 5. the International Competitiveness of China's Mobile Phone Battery Industry

China's mobile phone battery industry has strong competitiveness in the global market, but it also faces some challenges and problems. In order to enhance the international competitiveness of China's mobile phone battery industry, this paper puts forward the following strategic suggestions:

Strengthen the guarantee and diversification of upstream raw materials. Upstream raw materials are the foundation of the mobile phone battery industry chain and an important factor affecting the cost and supply of mobile phone batteries. China should strengthen cooperation and investment with resource-rich countries such as Africa and Australia to ensure a stable supply of raw materials; at the same time, China should accelerate the development of new alternative materials, reduce dependence on scarce resources, and increase the diversification of raw materials.

Accelerate innovation and standardization of midstream core materials. The midstream core material is the core of the mobile phone battery industry chain, and it is also a key factor affecting the performance and quality of mobile phone batteries. China should speed up the research and development of new cathode materials, anode materials, electrolytes and separators to improve the energy density and safety of batteries; at the same time, China should strengthen cooperation and communication with international organizations and institutions to promote the unification and standardization of mobile phone battery technology and standards.

Improve differentiation and synergy in downstream battery manufacturing. Downstream battery manufacturing is the key to the mobile phone battery industry chain, and it is also an important factor affecting the experience and satisfaction of mobile phone users. China should enhance the popularity and influence of its own brands, and increase the differentiation and added value of products; at the same time, China should strengthen cooperation and cooperation with upstream and downstream industrial chain links, and optimize the design and production process of products.

In short, the mobile phone battery industry is an industry full of opportunities and satisfaction, as well as an industry full of challenges and risks. China's mobile phone battery industry has strong competitiveness in the global market, but it also needs to continuously improve its innovation ability and brand influence to cope with future changes and needs. This paper makes an in-depth analysis of the market size, industrial chain structure, technological development and competition pattern of the global mobile phone battery industry, and discusses the advantages and disadvantages of China's mobile phone battery industry in the international market, as well as strategic suggestions to enhance international competitiveness.