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1 SNE Research Publisher Phone: (US) or or (Int'l) Hours: Monday - Thursday: 5:30am - 6:30pm EST Fridays: 5:30am - 5:30pm EST customerservice@marketresearch.com MarketResearch.com

2 1 Preview 1.1 Global LIB Market Share Status and Forecast for Major IT Applications Figure Global LIB Market Share Status and Forecast for Major IT Applications [2011 ~ 2018(F)] HHP Notebook Tablet PowerTool E 2014F 2015F 2016F 2017F 2018F 4

3 Figure LIB Type Status and Forecast [2011 ~ 2018(F)] Pr Po Cy E 2014F 2015F 2016F 2017F 2018F 5

4 Figure Global IT LIB Utilization Status and Forecast [2012 3Q ~ Q(E)] Cy Pr Po 3Q12 4Q12 1Q13(E) 2Q13(E) 3Q13(E) 4Q13(E) (E) Table Global IT LIB Utilization Status and Forecast [2012 3Q ~ Q(E)] 3Q12 4Q12 1Q13(E) 2Q13(E) 3Q13(E) 4Q13(E) (E) Cy 72.2% 73.5% Pr 76.2% 81.3% Po 86.3% 76.5% Total 77.0% 77.2% 9

5 1.4 Global White Box Market Status and Forecast for Tablet PC Figure Global White Box Market Status and Forecast for Tablet PC [1Q 2013y ~ 4Q 2013y(E)] Apple White Box SEC ASUS Amazone MS Etc (Unit : 10K) 0 1Q_13 2Q_13 3Q_13 4Q_13 - The shipment of LCD panel for tablet PC is expected to be 230 million units in

6 1.4 Global White Box Market Status and Forecast for Tablet PC Figure Global White Box Market Status and Forecast for Tablet PC Smart phone Tablet PC LIB 1 st Grade market 2 nd Grade market 1 st Tier White box 2 nd Tier

7 1.4 Global White Box Market Status and Forecast for Tablet PC Figure Global Tablet Status and White Box TFT-LCD Panel Spec. Low-end Mid-end High-end Price Range $50~100 $100~200 $200~300 Display size 7 ~9.7 7 ~ ~11.6 Display mode TN/IPS TN/IPS IPS Resolution 800* * * *768 LIB 1024* * * *800 Open cell LCM 1280* * *1536 Agent White Box Tablet ODM/OEM Maker Brand

8 1.5 Impact of Tesla and Cylindrical Battery Market Forecast Figure Cylindrical Battery Market Forecast [2011 ~ 2018E] Cy Po Pr Cylindrical Demand Plus 1,000 Mil Cell (Unit : Mil pcs) E 2014F 2015F 2016F 2017F 2018F E 2014F 2015F 2016F 2017F 2018F The demand of cylindrical battery was previously expected to decrease from 2014 but due to the following reasons the demand is to increase from *** hundred million cells to ** hundred million cells by ) Additional demand of ***~*** million cells from Tesla (EV). 2) 30% growth expected in batteries for power tools (*** million cells in 2013 to *** million cells in 2015). Already reflected in the data. 3) Additional demand of 150 million cells in expected for New Application due to the growth of Power Bank and E-Bike.

9 1.5 Impact of Tesla and Cylindrical Battery Market Forecast Figure Cylindrical Battery Demand Forecast of Tesla [2012 ~ 2015E] - Optimistic Forecast % Total_Cy NB PT New App EV(Tesla) EV_Ratio 53.0% 10.9% 25.6% (Unit : Mil pcs) 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% E 2014E 2015E 0.0% (Source : Industry Data & SNE Research)

10 Figure Sales Forecast by Tesla s Model and Battery Supplier Status [2012 ~ 2015E]_Conservative Forecast Panasonioc 2nd Vender Total Tesla Roadster Tesla Model S Tesla Model X (Unit : Mil pcs) 2012y 2013y 2014y 2015y 2012y 2013y 2014y 2015y

11 2. Global LIB Market Status and Forecast (2011 ~ 2018F) 2.1 Global LIB Market Status and Forecast 2.2 Global LIB Market Status and Forecast for IT Application 30

12 2.1 Global LIB Market Status and Forecast Global LIB Market Status and Forecast Figure Global LIB Market Status and Forecast (2011y ~ 2018F) Sale Amount ESS xev IT (Unit : Mil USD) E 2014F 2015F 2016F 2017F 2018F (Unit : Mil USD) E 2014F 2015F 2016F 2017F 2018F CAGR IT Mil US$ 10,479 xev Mil US$ 1,127 ESS Mil US$ 184 Table Global LIB Market Status and Forecast (2011 ~ 2018F) Sale Amount 31

13 Figure Global LIB Market Status and Forecast (2011 ~ 2018F) Sale Proportion ESS xev IT E 2014F 2015F 2016F 2017F 2018F Table Global LIB Market Status and Forecast (2011 ~ 2018F) Sale Proportion IT 88.9% xev 9.6% ESS 1.6% E 2014F 2015F 2016F 2017F 2018F (Unit : %) (Unit : %) 32

14 Figure Global LIB Market Status and Forecast (2011 ~ 2018F) Volume Amount ESS xev IT E 2014F 2015F 2016F 2017F 2018F Table Global LIB Market Status and Forecast (2011 ~ 2016) Volume Amount IT MWh 29,132 xev MWh 1,409 ESS MWh 230 Total MWh 30, E 2014F 2015F 2016F 2017F 2018F CAGR (Unit : MWh) (Unit : MWh) 33

15 Figure Global LIB Market Status and Forecast (2011 ~ 2018F) Volume Proportion ESS xev IT 4.6% 0.7% 0.8% 2.2% 2.4% 3.4% 4.0% 8.1% 4.5% 5.0% 10.7% 13.1% 16.3% 21.3% 26.4% 32.0% 94.7% 91.1% 87.1% 84.4% 80.3% 74.7% 69.1% 63.0% E 2014F 2015F 2016F 2017F 2018F Table Global LIB Market Status and Forecast (2011 ~ 2016) Volume Proportion (Unit : %) (Unit : %) E 2014F 2015F 2016F 2017F 2018F IT % 94.7% 91.1% 87.1% 84.4% 80.3% 74.7% 69.1% 63.0% xev % 4.6% 8.1% 10.7% 13.1% 16.3% 21.3% 26.4% 32.0% ESS % 0.7% 0.8% 2.2% 2.4% 3.4% 4.0% 4.5% 5.0% 34

16 3. LIB Supply Status by Application and Customer 3.1 SDI 3.2 LG Chemical 3.3 Panasonic 3.4 Sony 3.5 Maxell 3.6 ATL 3.7 BAK 3.8 BYD 3.9 LISHEN 42

17 3. LIB Supply Status for IT Application by Company (Unit : Mil Cell) SDI LGC Panasonic Sony Maxell ATL BAK BYD Lishen Coslight China Others 1Q Q Q Q 2013(E) 43

18 3. Global LIB Supply Status for IT Application by Company 1Q Q Q Q 2013(E) China Others Coslight Lishen BYD BAK ATL Maxell Sony Panasonic LGC Table 3.1 Global LIB Supply Status for IT Application by Company 1Q Q Q Q 2013(E) Total M/S 1Q Q Q Q 2013(E) (Unit : Mil Cell) China Others Coslight Lishen BYD BAK ATL Maxell Sony Panasonic SDI LGC SDI SDI LGC Pana Sony Maxell ATL BAK BYD Lishen Coslight China Others Total 44

19 4. Four Major Taiwan Packers SCM Status 4.1 SIMPLO 4.2 DYNAPACK 4.3 CELXPERT 4.4 STL Technology 91

20 5.1 Cylindrical LIB Price Status Figure Cylindrical LIB Price Status [2011_1Q ~ 2013_4Q(E)] 2.2Ah 2.8Ah 3.0Ah Table Cylindrical LIB Price Status [2011_1Q ~ 2013_4Q(E)] (Unit : USD/Celll) 11_1Q 11_2Q 11_3Q 11_4Q 12_1Q 12_2Q 12_3Q 12_4Q 13_1Q 13_2Q(E) 13_3Q(E) 13_4Q(E) (Unit : USD/Celll) 11_1Q 11_2Q 11_3Q 11_4Q 12_1Q 12_2Q 12_3Q 12_4Q 13_1Q 13_2Q 13_3Q 13_4Q(E) 2.2Ah Ah Ah