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Battery cell prices may rise due to disruption at Sony

Posted on Monday, March 14 2011 @ 19:29:46 CET by

Sources at Taiwanese notebook and component makers told DigiTimes that the Japanese earthquake disaster may push up battery cell prices because Sony's two battery cell plants located in Fukushima prefecture, northeastern Japan, could face a production disruption of two to three weeks.
A two- to three-week disruption to production could result in Sony's shipments decreasing by 8-10 million battery cells, the sources said.

Since the notebook market is currently in its traditional first-quarter off-season, demand for battery cells is relatively weak, and overall inventory is enough for half a month, the sources indicated. But if Sony's two factories cannot resume operation soon, global battery cell supply is expected to fall short in the second quarter and prices will rise, the sources said.



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