Explosion of demand for high-density silicon carbon anode materials -Lithium - Ion Battery Equipment
Although the large-scale application of silicon carbon anode materials still has a long way to go, with the gradual application of high nickel NCM811 and NCA ternary batteries, silicon carbon anode materials will certainly usher in a big demand explosion.
Since 2018, many enterprises, including Lishen Battery, have made technological breakthroughs in high nickel NCM811 and NCA ternary batteries, which has also driven the application of silicon carbon cathode materials. Recently, Guoxuan Hi Tech released the record of interaction with investors, and its high nickel NCM811 ternary soft package sample has recently passed the mid-term inspection of the Ministry of Science and Technology, with the energy density up to 302Wh/kg, and the negative electrode is made of silicon carbon material.(Lithium - Ion Battery Equipment)
5 billion yuan market
Experimental research shows that, as a new anode material for lithium ion batteries, silicon carbon anode can play a more significant role in improving the energy density of batteries than graphite anode. The application of silicon carbon anode material can increase the content of active substances in the battery, thus greatly improving the capacity of the single cell.
The Action Plan for Promoting the Development of Automotive Power Battery Industry issued by the Ministry of Industry and Information Technology of the People's Republic of China and other four ministries and commissions proposed that the specific energy of new lithium ion power batteries in China would exceed 300Wh/kg by 2020 and reach 500Wh/kg by 2025. It is difficult for traditional graphite materials to meet this requirement. Therefore, on the path of development of high energy density, the positive pole of power battery uses high nickel ternary materials, while the negative pole needs to use silicon carbon negative pole materials.
It is not difficult to conclude that NCM811 and NCA will become the mainstream of the power battery market in the future. With the gradual maturity of the preparation process of silicon carbon anode and the technology mastered by battery manufacturers for high nickel system, silicon carbon anode will usher in a broader market in the future. Data shows that in 2018, the domestic consumption of silicon carbon composite materials reached 2000-3000 tons, a year-on-year increase of about twice. It is predicted that the market space of domestic silicon carbon anode materials will reach 5 billion yuan in 2020.
Ningde Times/Lishen Battery/Guoxuan Hi Tech/BYD
Internationally, silicon carbon materials were used more in Japanese and Korean enterprises, and Panasonic and Samsung products have mature applications. Tesla has applied the silicon carbon negative electrode to the vehicle power battery. The silicon carbon negative electrode used in Model 3 adds 10% silicon to the traditional graphite negative electrode material to increase the battery capacity to more than 550mAh/g and the monomer energy density to more than 300wh/kg; Panasonic of Japan has achieved mass production of 18650 silicon carbon cathode materials; Japan's Tangqian Battery launched a lithium battery with silicon carbon cathode material, which is applied to Mitsubishi Motors; Hitachi Macsell has developed a lithium battery with silicon cathode with high current capacity; Mitsui Metal of Japan has pushed the silicon cathode lithium battery to consumer electronics and electric vehicles.
From the domestic situation, battery enterprises such as Ningde Times, Lishen Battery, Guoxuan Hi Tech, BYD, Bike Power, Wanxiang A123, and Micromacro Power are accelerating the R&D and trial production of silicon carbon anode system. In terms of material enterprises, Betterley's carbon silicon cathode has entered Tesla's supply chain, supporting some anode materials for Panasonic's power battery cells; Shanshan Shares, Jiangxi Zichen, etc. have small trial production capacity; In addition, Snow Industry, Xingcheng Graphite, Shanshan Co., Ltd., Jiangxi Zhengtuo, Chuangya Power, Dalian Lichang, etc. are also actively promoting the industrialization of silicon carbon anode.
It is understood that as early as October 2016, the project of "Industrialization Technology Development of the New Generation of Lithium Ion Power Battery" jointly declared by Ningde Times and the Institute of Physics of the Chinese Academy of Sciences started to develop a lithium ion power cell with a high nickel ternary material as the positive electrode and a silicon carbon composite as the negative electrode. Not long ago, Ouyang Minggao, an academician of the CAS Member, introduced that the specific energy of the high nickel ternary positive electrode and silicon carbon negative electrode batteries developed in the Ningde era has reached 304Wh/kg and will be put on the market this year.
Since 2018, many enterprises, including Lishen Battery, have made technological breakthroughs in high nickel NCM811 and NCA ternary batteries, which has also driven the application of silicon carbon cathode materials. Recently, Guoxuan Hi Tech released the record of interaction with investors, and its high nickel NCM811 ternary soft package sample has recently passed the mid-term inspection of the Ministry of Science and Technology, with the energy density up to 302Wh/kg, and the negative electrode is made of silicon carbon material.(Lithium - Ion Battery Equipment)
5 billion yuan market
Experimental research shows that, as a new anode material for lithium ion batteries, silicon carbon anode can play a more significant role in improving the energy density of batteries than graphite anode. The application of silicon carbon anode material can increase the content of active substances in the battery, thus greatly improving the capacity of the single cell.
The Action Plan for Promoting the Development of Automotive Power Battery Industry issued by the Ministry of Industry and Information Technology of the People's Republic of China and other four ministries and commissions proposed that the specific energy of new lithium ion power batteries in China would exceed 300Wh/kg by 2020 and reach 500Wh/kg by 2025. It is difficult for traditional graphite materials to meet this requirement. Therefore, on the path of development of high energy density, the positive pole of power battery uses high nickel ternary materials, while the negative pole needs to use silicon carbon negative pole materials.
It is not difficult to conclude that NCM811 and NCA will become the mainstream of the power battery market in the future. With the gradual maturity of the preparation process of silicon carbon anode and the technology mastered by battery manufacturers for high nickel system, silicon carbon anode will usher in a broader market in the future. Data shows that in 2018, the domestic consumption of silicon carbon composite materials reached 2000-3000 tons, a year-on-year increase of about twice. It is predicted that the market space of domestic silicon carbon anode materials will reach 5 billion yuan in 2020.
Ningde Times/Lishen Battery/Guoxuan Hi Tech/BYD
Internationally, silicon carbon materials were used more in Japanese and Korean enterprises, and Panasonic and Samsung products have mature applications. Tesla has applied the silicon carbon negative electrode to the vehicle power battery. The silicon carbon negative electrode used in Model 3 adds 10% silicon to the traditional graphite negative electrode material to increase the battery capacity to more than 550mAh/g and the monomer energy density to more than 300wh/kg; Panasonic of Japan has achieved mass production of 18650 silicon carbon cathode materials; Japan's Tangqian Battery launched a lithium battery with silicon carbon cathode material, which is applied to Mitsubishi Motors; Hitachi Macsell has developed a lithium battery with silicon cathode with high current capacity; Mitsui Metal of Japan has pushed the silicon cathode lithium battery to consumer electronics and electric vehicles.
From the domestic situation, battery enterprises such as Ningde Times, Lishen Battery, Guoxuan Hi Tech, BYD, Bike Power, Wanxiang A123, and Micromacro Power are accelerating the R&D and trial production of silicon carbon anode system. In terms of material enterprises, Betterley's carbon silicon cathode has entered Tesla's supply chain, supporting some anode materials for Panasonic's power battery cells; Shanshan Shares, Jiangxi Zichen, etc. have small trial production capacity; In addition, Snow Industry, Xingcheng Graphite, Shanshan Co., Ltd., Jiangxi Zhengtuo, Chuangya Power, Dalian Lichang, etc. are also actively promoting the industrialization of silicon carbon anode.
It is understood that as early as October 2016, the project of "Industrialization Technology Development of the New Generation of Lithium Ion Power Battery" jointly declared by Ningde Times and the Institute of Physics of the Chinese Academy of Sciences started to develop a lithium ion power cell with a high nickel ternary material as the positive electrode and a silicon carbon composite as the negative electrode. Not long ago, Ouyang Minggao, an academician of the CAS Member, introduced that the specific energy of the high nickel ternary positive electrode and silicon carbon negative electrode batteries developed in the Ningde era has reached 304Wh/kg and will be put on the market this year.
