Since 2016, benefiting from the explosion of the new energy vehicle market, the total investment in power lithium batteries has reached nearly 50 billion yuan. Contrary to the frenzied influx of capital into the power lithium-ion battery market, 3C consumer electronics has made very little public capital investment in lithium-ion batteries, especially in the mobile power supply market, which has always been unpopular with capital. Chaotic and disorderly competition continues, price wars continue to be tried and tested, and the homogenization of products and channels is becoming more severe.
In the 2014 annual report on mobile power, it was mentioned that there were over 5000 manufacturers of mobile power, mostly small and micro enterprises. In 2014, the entire mobile power industry ushered in an era of industry integration, with the number of mobile power production enterprises suddenly decreasing from 5000 to around 500 by the end of 2014. In addition, the national mandatory standard for mobile power supply in China - "Safety Requirements for Lithium ion Batteries and Battery Packs for Portable Electronic Products" - was officially implemented on August 1, 2015. Industry insiders expect that with the implementation of mobile power industry standards, the entry threshold for the mobile power industry will gradually increase, and a large number of small and micro enterprises that do not meet the standards will be gradually eliminated. The entire industry will achieve standardized development through survival of the fittest, mergers and acquisitions.
The 2014 China Mobile Power Market Research Report jointly released by CCID Consulting and China Battery Network shows that the mobile power market size from 2011 to 2014 was 3.4 billion yuan, 5.8 billion yuan, 10.5 billion yuan, and 16.5 billion yuan, respectively. CCID Consulting and China Battery Network predict that the domestic mobile power market size will reach 22 billion yuan in 2015, a year-on-year increase of 51.72%, and the overall market size will reach 32 billion yuan in 2016. The growth rate of the mobile power supply market in the next two years will gradually become rational, and the standardized development of the industry will gradually stabilize the growth rate of the mobile power supply market.
At present, large capacity and ultra large capacity have basically become the mainstream configurations of mobile power supplies. In addition to pursuing an increasingly large battery capacity and a lightweight and compact appearance, the length of charging time and the total amount of electricity that can be released are also key concerns for consumers when choosing mobile power sources. To produce products that are recognized by consumers, technical support is required. At present, the competition mode of Chinese enterprises still remains in price wars, with a lack of process design and quality control capabilities for mobile power supplies, often taking a low-end route. Price wars result in insufficient profit margins throughout the entire industry chain and the inability to invest in product research and development. Therefore, if enterprises want to win in market competition, they cannot rely on price wars, but must attach importance to technological research and development and industrial design.