Supply Chain Exhibition Insights: E-Cigarette Battery Profits Keep Shrinking, Demand for Pouch Cells Remains Strong

Events by 2FIRSTS
Aug.29.2024
Supply Chain Exhibition Insights: E-Cigarette Battery Profits Keep Shrinking, Demand for Pouch Cells Remains Strong
During the 5th Aerosol Industry Chain Exhibition on August 29th, 2FIRSTS explores the current state of the e-cigarette battery supply industry.

On August 29th, at the Fifth Aerosol Industry Chain Exhibition, 2FIRSTS had discussions with several e-cigarette battery suppliers to better understand the current situation of the industry.

Supply Chain Exhibition Insights: E-Cigarette Battery Profits Keep Shrinking, Demand for Pouch Cells Remains Strong
A soft pack battery brought by a battery exhibitor | Image source: 2Firsts


A company with over twenty years of experience in the battery industry told 2FIRSTS that despite intensifying competition in the industry, there is still a certain profit margin in the e-cigarette business, allowing the company to continue investing resources in industry layout and technological research.


At the exhibition site, the company's exhibition booth was filled with soft pack batteries and cylindrical batteries of different specifications. The company's relevant person in charge stated that although the cost of soft pack batteries is slightly higher than cylindrical batteries, their design is more suitable for the current popular screen e-cigarette, so the demand for them is showing continuous growth.


Faced with the recent changes in the e-cigarette industry, the person in charge described it as a "booming and volatile industry." The demand for e-cigarette batteries is like a "roller-coaster," and with intensifying competition in the supply chain, the future profit margins may be further squeezed.


Meanwhile, the company is considering expanding into other industries to adapt to market changes and challenges. However, he believes that the battery industry still has plenty of room for growth, with e-cigarette applications being just one branch of it.


Another battery company participating in the exhibition for the first time told 2FIRSTS that, despite having established partnerships with leading companies in the industry, the battery industry is currently facing fierce market competition and challenges of shrinking profit margins. As a strategic move, the company is looking into e-cigarette batteries as a new avenue for business development, while still keeping a focus on the small power battery sector.


Therefore, the company did not showcase soft-pack battery products at the exhibition, with the most important consideration being the financial cost of introducing a production line. According to him, the cost of introducing a battery production line now ranges from 10 to 20 million, which makes the company more cautious in its product strategy.


2Firsts noticed that compared to last year's exhibition, there has been a decrease in the number of battery manufacturers participating this year. With intensifying market competition, many battery companies have stated that they are focusing on cost control and product innovation to address the challenges of the industry's future.


We welcome news tips, article submissions, interview requests, or comments on this piece.

Please contact us at info@2firsts.com, or reach out to Alan Zhao, CEO of 2Firsts, on LinkedIn


Notice

1.  This article is intended solely for professional research purposes related to industry, technology, and policy. Any references to brands or products are made purely for objective description and do not constitute any form of endorsement, recommendation, or promotion by 2Firsts.

2.  The use of nicotine-containing products — including, but not limited to, cigarettes, e-cigarettes, nicotine pouchand heated tobacco products — carries significant health risks. Users are responsible for complying with all applicable laws and regulations in their respective jurisdictions.

3.  This article is not intended to serve as the basis for any investment decisions or financial advice. 2Firsts assumes no direct or indirect liability for any inaccuracies or errors in the content.

4.  Access to this article is strictly prohibited for individuals below the legal age in their jurisdiction.

 

Copyright

 

This article is either an original work created by 2Firsts or a reproduction from third-party sources with proper attribution. All copyrights and usage rights belong to 2Firsts or the original content provider. Unauthorized reproduction, distribution, or any other form of unauthorized use by any individual or organization is strictly prohibited. Violators will be held legally accountable.

For copyright-related inquiries, please contact: info@2firsts.com

 

AI Assistance Disclaimer

 

This article may have been enhanced using AI tools to improve translation and editorial efficiency. However, due to technical limitations, inaccuracies may occur. Readers are encouraged to refer to the cited sources for the most accurate information.

We welcome any corrections or feedback. Please contact us at: info@2firsts.com

Philip Morris and BAT’s Nicoventures Win EPO Appeal to Revoke VMR Vape Patent
Philip Morris and BAT’s Nicoventures Win EPO Appeal to Revoke VMR Vape Patent
The EPO Technical Board of Appeal 3.2.02 (T 1319/24) revoked VMR Products LLC’s EP3613453 “VAPORIZER” patent after finding that a 2012 YouTube video of the Innokin iTaste VV (D3) disclosed the claimed electrical contact arrangement. Opponents Nicoventures Trading Ltd (BAT subsidiary) and Philip Morris Products S.A. prevailed.
BATPMI
Feb.17
FDA Details Carcinogenicity Tiering and ELCR Framework as Small Manufacturers Press for Predictability
FDA Details Carcinogenicity Tiering and ELCR Framework as Small Manufacturers Press for Predictability
During the “Toxicological Profile” session at FDA’s Feb 10 PMTA roundtable, officials outlined the carcinogenicity tiering system and Excess Lifetime Cancer Risk (ELCR) framework used in ENDS reviews under the APPH standard. Small manufacturers questioned database transparency, exposure assumptions, and the existence of clear compliance benchmarks. FDA reiterated toxicological risk is assessed case by case within a broader population-level determination.
Feb.11
Thailand’s DDC Files Complaint Over Online Sales of Nicotine Pouches
Thailand’s DDC Files Complaint Over Online Sales of Nicotine Pouches
Thailand’s Department of Disease Control has lodged a complaint over the alleged online sale of nicotine pouches. The department said its monitoring found the products were being advertised and sold through electronic media, and a further inquiry later identified a physical shop linked to a store in Pathum Thani province.
Mar.23 by 2FIRSTS.ai
Study: Links between internalizing mental health symptoms and nicotine/tobacco use vary by gender identity among U.S. adolescents
Study: Links between internalizing mental health symptoms and nicotine/tobacco use vary by gender identity among U.S. adolescents
A study using 2020–2023 U.S. data from the ITC Youth Tobacco and Vaping Survey (ages 16–19) reports that both nicotine/tobacco use and internalizing mental health (IMH) symptoms vary across disaggregated gender identities, and that gender identity moderates the relationship between IMH symptoms and product use.
Feb.27 by 2FIRSTS.ai
Guernsey Rejects Petition to Overturn Under-18 Vape Shop Ban
Guernsey Rejects Petition to Overturn Under-18 Vape Shop Ban
A petition seeking to overturn a new ban on under-18s entering vape shops in Guernsey has been rejected. The Health and Social Care Committee said the measure meets its objective of protecting children from exposure to vaping products.
Mar.23 by 2FIRSTS.ai
India Tobacco Board urges Finance Minister Nirmala Sitharaman to revisit cigarette duty hike
India Tobacco Board urges Finance Minister Nirmala Sitharaman to revisit cigarette duty hike
The Tobacco Board, under the administrative control of India’s Department of Commerce, has written to Finance Minister Nirmala Sitharaman (Nirmala Sitharaman) flagging the adverse impact of an “unprecedented” increase in cigarette excise duties on the industry and on millions of farmers and workers, and urging a revision of duty rates.
Feb.11 by 2FIRSTS.ai