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

Product | Vapsolo Launches Sixer 180K, Introducing a 6-in-1 Architecture for Disposable Vapes
Product | Vapsolo Launches Sixer 180K, Introducing a 6-in-1 Architecture for Disposable Vapes
Vapsolo has launched the Sixer 180K, a flagship disposable vape built around a 6-in-1 architecture featuring six independent e-liquid tanks and six dedicated mesh coils. Alongside a claimed up to 180,000 puffs, the new device reflects a broader shift in disposable vape development from increasing puff counts toward modular hardware design and multi-flavor user experience.
Jul.03
Product | ZYN Adds Tropical Flavor and Expands 1.5mg Nicotine Options in the Philippines
Product | ZYN Adds Tropical Flavor and Expands 1.5mg Nicotine Options in the Philippines
ZYN has expanded its nicotine pouch portfolio in the Philippines with the addition of Cool Breeze 1.5mg and Tropical in 3mg and 6mg strengths. Public information shows that 1.5mg is among the lower nicotine strengths offered by ZYN in the Philippine market and is positioned for adult nicotine consumers who are new to nicotine pouches.
PMI
Jun.08
Product | Geek Bar BURJ 80K Extends High-Puff Competition Into Hookah-Style DTL Use
Product | Geek Bar BURJ 80K Extends High-Puff Competition Into Hookah-Style DTL Use
2Firsts has noted that Geek Bar has added BURJ to its official product portfolio under the E-HOOKAH category. Public information shows that BURJ 80K is a hookah-style disposable vape featuring a 25ml e-liquid capacity, a 1500mAh battery, 0.4Ω dual coils and three operating modes: ECO, Regular and Pulse. According to publicly available product information, the device is rated for up to 80,000 puffs in ECO mode and uses a nicotine strength of 0.5% (5mg/ml).
Market
May.29
Vapesourcing Lists RELX Creator Pro 15K as “Coming Soon,” Shows U.S. Warehouse Shipping Options
Vapesourcing Lists RELX Creator Pro 15K as “Coming Soon,” Shows U.S. Warehouse Shipping Options
2Firsts found that U.S.-facing and cross-border vape retailer Vapesourcing has created a product page for the “RELX Creator Pro 15K Disposable Vape Kit 3%,” marked as “Coming Soon.” The page lists U.S. warehouse shipping options, but does not show that the product is currently available for purchase.
Market
Jun.08
Product | VELO Launches Tomorrowland Limited Edition 2026 as Festival IP Enters Nicotine Pouch Packaging
Product | VELO Launches Tomorrowland Limited Edition 2026 as Festival IP Enters Nicotine Pouch Packaging
BAT’s nicotine pouch brand VELO has introduced the Tomorrowland Limited Edition 2026. Public retail-channel information shows the product has appeared across multiple European online platforms, while Haypp UK has listed related SKUs with a “Coming soon” status. The packaging carries the wording “Official Tomorrowland Partner,” indicating that the collection is part of VELO’s official collaboration with the electronic music festival brand.
Jul.02
VEEV Arrives in South Korea, Completing PMI’s IQOS-ZYN-VEEV Portfolio
VEEV Arrives in South Korea, Completing PMI’s IQOS-ZYN-VEEV Portfolio
Philip Morris Korea has officially launched its VEEV e-vapor brand in South Korea, introducing both the VEEV inPRIME device and VEEBI inPRIME pods. The launch further expands PMI’s smoke-free portfolio in Korea, alongside its IQOS heated tobacco products and ZYN nicotine pouches.
Jun.16