telecom batteries in europe – growth opportunities
TRANSCRIPT
Telecom Batteries in Europe – Growth Opportunities Explored
Influence of Wireless Data Transmission
© 2013 Frost & Sullivan. All rights reserved. This document contains highly confidential information and is the sole property of
Frost & Sullivan. No part of it may be circulated, quoted, copied or otherwise reproduced without the written approval of Frost & Sullivan.
2
About Our Expert
Suba Arunkumar,
Industry Manager – Energy & Environment
Frost & Sullivan
• Over eight years experience in the energy storage market including battery
chemistries, fuel cells and other emerging energy storage options and technologies
• Manage a team of analysts tracking the power supplies, transmission, distribution,
building technologies, water and oil and gas industries
• Provide customised solutions to clients and major battery manufacturers across
the geographic region
• I’m a classical trained dancer, who enjoys cooking new and traditional Indian
cuisine.
3
Market Overview—Definitions (continued)
Network Infrastructure Build/Maintain
Network Infrastructure Build/Maintain
Network Operations
Network Operations
Customer support and
services
Customer support and
services
Customer premises
equipment
Customer premises
equipment
• Batteries play a vital role in all these three stages of telecom industry• Customer premises equipment typically defines the handset, for both the fixed and mobile telecom
communication• Batteries with different specifications, are used in all the above three stages,• Batteries for backup in infrastructure sites, and network operations use higher capacity batteries with
voltage rating of 48V, while at other equipment in customer support and services, smaller batteries with24V, 12V ratings are used.
• In telecom industry, batteries are largely used for backup power supply, and energy storage application isgaining momentum
• Development of “battery-aware sensor network” would be the next technological evolution in the telecomindustry that would influence the battery market.
• “Battery-aware sensor network” aims at optimal usage of small cylindrical batteries that power theelectronic circuitry in the telecom devices. This advancement enhances battery life and performance
4
Market Overview— Battery Chemistry Segmentation
Lead Acid
76.0%
Nickel11.2%
Lithium-ion
11.9%
Others0.9%
Percent Sales BreakdownTotal Telecom Battery Market:
Europe, 2012
Note: All figures are rounded. The base year is 2012. Source: Frost & Sullivan analysis.
Lead Acid
67.1%
Nickel8.1%
Lithium-ion
21.6%
Others3.2%
Percent Sales BreakdownTotal Telecom Battery Market:
Europe, 2017
5
PESTLE Analysis—Europe
Telecom Battery Market: PESTLE Analysis, Europe, 2012
Source: Frost & Sullivan analysis.
0
2
4
6
8
10Political
Economic
Social
Technology
Legislation
Environment
W.Europe Nordic Region Southern Europe CEE
6
Battery Chemistry Channel Revenue Forecast Discussion
• Lead acid batteries are the widely used ones for standby applications in telecom equipment. This chemistry is in existence for more than a century and has proved to be suitable for these applications.
• Although flooded batteries were initially used, the challenge of regular maintenance led to a shift towards VRLA lead acid batteries, that is largely used at present.
• Nickel cadmium evolved to be the competitive chemistry to replace lead acid batteries. Nickel cadmium had better performance than lead acid batteries, however, the usage of cadmium had environmental issues, that led to a decline in usage of these batteries.
• Lithium-ion batteries emerged to be the next evolution in this market, with slow and steady penetration in the market to replace lead acid batteries.
Source: Frost & Sullivan analysis.
1970 1980 1990 2000 2010 2020
Lead Acid
Nickel Cadmium
Lithium-ion
Total Telecom Battery Market: Demand Analysis of Battery Chemistries, Europe, 1970-2020
Strong Demand Medium Demand Low Demand
7
Competitive Structure
EnerSys
Exide
NorthStar, Victron Energy, Hoppecke, FIAMM
TIER 3
Yuasa Battery Europe, Discover Energy Corp, GE
Energy Storage, Systems Sunlight S.A, Storage
Battery Systems,
Major manufacturers with strong presence in Europe accounting to 37% of total revenues
Strong regional competitors accounting to nearly 18% of total revenues
Major regional players with less than 10% revenue contribution
8
3 Big Predictions
2Lithium-ion battery is gaining momentum to replace nickel cadmium
chemistry within a decade
3
LTE (4G) services, high speed internet (above 100 Mbps) demand more
BTS for better communication and higher penetration, creates demand for
batteries
1Advancements in wireless data transmission demands high infrastructure
growth that boosts demand for high performance batteries for backup
9
http://twitter.com/frost_sullivan
Follow Frost & Sullivan On Facebook, LinkedIn, SlideShare, And Twitter
http://www.facebook.com/FrostandSullivan
http://www.linkedin.com/companies/4506
http://www.slideshare.net/FrostandSullivan
10
Does This Look Interesting? Contact Us And Find Out More
Chiara Carella
Corporate Communications
Energy & Environment
+44-207-343-8314
Suba Arunkumar
Industry Manager
Energy & Environment
+91-44-6681-4204
Malavika Tohani
Research Manager
Energy & Environment
+44-207-915-7836
John Raspin
Partner
Energy & Environment
+44-207-915-7814