Capacity, Applications, and Outlook

Capacity Ratio for 210mm Cells to Arrive at 47.83% in 2022 TRENDFORCE The demand for 166mm and below batteries is gradually diminishing, with capacity of large-sized cells occupying a ratio of 82.5% in 2022. The cell segment continues to propel in large-size (182 & 210mm) deployment, with large-sized products fully occupying the currently expanding capacity. The capacity for large-sized cells is expected to arrive at 427.1GW in 2022, of which 210mm would sit at a capacity of 247.6GW under a market share of 47.83%. As market transfers in demand, partial 166mm capacity has accelerated to large sizes, and overall capacity for 166mm and below batteries is estimated to be 17.49% in 2022. As businesses successively initiate new capacity and further transfer in demand, the capacity for large-sized cells (182mm & 210mm) is expected to arrive at 593.25GW in 2023, of which 210mm cells would ascend to 380.4GW in overall capacity, and further increase in market share to 57.59% then. Capacity deployment in large-sized cells is steadily falling in place. As indicated by statistics, most existing businesses have completed their capacity layout in large-sized products, and are now capable of producing cells of 210mm and below sizes, where specific output will be implemented according to market demand. Capacity of Various Sized Cells (Unit: GW) Capacity Ratio of Large-Sized Cells (Unit: GW) 900 100% 5.29% 800 90% 18.34% 33.24% 80% 700 47.83% 70% 57.59% 63.42% 600 65.47% 60% 502.85 500 459.85 380.4 27.91% 50% 400 247.6 40% 76.37% 300 124.2 30% 200 104.3 179.5 212.85 20% 38.85% 34.68% 32.23% 30.46% 29.40% 220.85 225.85 100 194.24 10% 145.16 17.49% 90.53 67.23 10.18% 44.38 39.38 6.12% 5.13% 0 0% 2020 2021 2022 (F) 2023(F) 2024(F) 2025(F) 2020 2021 ■166&below ■180 ■ 210 2022 (F) ■166&below 180 ■ 210 2023(F) 2024(F) 2025(F) OTrend Force All Rights Reserved

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