Market Research Report: Lithium-ion Battery Separator Market Analysis and Prospect Forecast

How is the lithium-ion battery separator industry developing? In the structure of lithium batteries, the separator is one of the key inner components. For the lithium battery series, since the electrolyte is an organic solvent system, a diaphragm material resistant to organic solvents is required, and a high-strength thin-film polyolefin porous film is generally used.

The performance of the separator determines the interface structure and internal resistance of the battery, which directly affects the capacity, cycle and safety performance of the battery. A separator with excellent performance plays an important role in improving the overall performance of the battery.

The production process of lithium-ion battery diaphragm includes raw material formula and rapid formula adjustment, microporous preparation technology, independent design of complete sets of equipment and other processes. Among them, the microporous preparation technology is the core of the lithium-ion battery diaphragm preparation process, which can be divided into dry stretching (unidirectional and biaxial stretching) and wet stretching according to its process type.

Lithium-ion separator is one of the key materials of lithium-ion batteries, accounting for about 30% of the battery cost. It plays the role of isolating the positive and negative electrodes and allowing lithium ions to pass through to form a closed loop. Lithium-ion battery separator has a large number of zigzag through micropores, which can ensure the free passage of lithium ions to form a charge-discharge circuit; when the battery is overcharged or the temperature rises, the separator separates the positive and negative electrodes of the battery through the closed-pore function to prevent them from directly Contact and short circuit to block current conduction and prevent the battery from overheating or even exploding.

From the perspective of the main subdivisions of lithium-ion battery separators, the shipment of small lithium-ion batteries (SmallLib) was 46.5GWh, a year-on-year increase of 23.3%. growth rate. In addition, the growth of smartphones, especially 5G smartphones, has also driven the growth of small lithium-ion battery (SmallLib) shipments.

Leading companies in the lithium-ion battery separator industry, such as Enjie, Xingyuan Materials, and Sinoma Technology, have also accelerated their overseas deployment while continuously increasing their domestic lithium-ion battery separator production capacity.

At present, the separator products made of Xingyuan material have been supplied in batches to international customers such as LG Energy, Samsung SDI, Japan Murata, SAFT, etc., and signed a separator supply contract totaling 3.34 billion yuan with the Swedish battery company Northvolt.

Judging from the status quo of the lithium battery separator industry, Chinese separator manufacturers already possess global competitiveness. According to statistics, in 2021, China's lithium battery separator shipments will reach 7.8 billion square meters, a year-on-year increase of over 100%. In 2021, China's diaphragm market will be affected by the high growth in global demand for new energy vehicles (among them, China's power battery shipments will reach 220GWh, a growth rate exceeding 170%) and the high growth in the energy storage market, and the growth rate of shipments will be obvious.