The market application of silicon-based lithium-ion battery anode materials is expected to accelerate

The market application of silicon-based lithium-ion battery anode materials is expected to accelerate. As a lithium-ion battery anode, silicon-based materials have the advantages of high capacity, wide sources, and environmental friendliness. After more than 20 years of development, the energy density of lithium-ion batteries can no longer meet the energy density requirements of various consumer electronic devices, especially energy storage devices and electric vehicles. Silicon and silicon-containing materials have a specific capacity of up to 4000mAh/g. , Is considered to be a promising negative electrode material. The market application of silicon-based lithium ion battery anode materials is expected to accelerate. Today, with the rapid increase in market demand for power lithium batteries, it has driven the rapid development of various upstream material fields. At the same time, the industry has also proposed higher performance of battery materials. Claim. In terms of anode materials, in recent years, scientists all over the world have been trying to develop anode materials that can replace graphite. Because the specific capacity of silicon-based anode materials can reach 4200mAh/g, which is much higher than the theoretical specific capacity of graphite anodes of 372mAh/g , More than 10 times higher than graphite anode, so it is favored by scientific research circles and manufacturers. Although silicon-based anode materials have made many improvements on the application side in recent years, the current application of graphite materials still requires the cooperation of graphite materials, which has not completely shaken the dominance of graphite materials in the field of lithium ion anodes. However, with the further development of technology, silicon-based anode materials still have room for improvement in terms of cycle performance and processing cost, and are expected to become 'a new continent for lithium-ion anode materials.' At present, the commercial application of silicon-based anode materials is in its infancy. Important application areas are high-end 3C, power tools, electric vehicles and military lithium-ion batteries. With the urgent needs of countries and markets for high-energy density lithium-ion batteries, the market demand for silicon-based anode materials will rise sharply around 2020, and the market share will increase year by year. It is estimated that by 2023, the market for silicon-based anode materials will account for The ratio reaches more than 30%. The current characteristics of my country's silicon-based anode market 1) There are currently fewer types of silicon-based anodes in stable mass production, mainly 420mAh/g and 450mAh/g, and higher-g capacity silicon-based anodes cannot be mass-produced; 2) The price is still high. The current stable mass-produced silicon-based anode price ranges from 140,000 to 200,000/ton, which is much higher than that of graphite-based anodes; 3) The market is highly concentrated, and there are no more than 3 mass-produced companies. There are more than 20 companies. There are currently three important types of silicon-based anode companies, one is the existing graphite anode company, the second is the founding team of scientific research institutions, and the third is a battery company or a nano-silicon manufacturing company that crosses into the field. my country's silicon-based anode materials are still in the primary stage of development, and the actual application is still relatively small. Most companies are in the stage of sample delivery and testing. Compared with graphite anodes, the market for silicon-based anode materials is small and has a slow rise. In 2019 The domestic shipment of silicon-based anode materials is 3,700 tons, and the penetration rate in anode materials is only about 1.4%. On the path of high energy density development, the positive electrode of power lithium battery adopts high nickel ternary material, and the negative electrode is matched with silicon-based negative electrode material. In the future, NCM811 and NCA will become the mainstream market for power lithium batteries. With the gradual maturity of the silicon-based anode preparation process and battery manufacturers' mastery of the high-nickel system, silicon-based anodes will usher in a broader market in the future. According to the development trend of 811/NCA and the price of silicon-based anode materials, it is estimated that the market for silicon-based anodes will reach around 1.7 billion in 2020. The low level of industrialization of silicon-based anodes is expected to accelerate its industrialization. The overseas suppliers of the silicon-based anode market are relatively concentrated, and the market concentration is high. It is estimated that the demand for silicon-based anode materials in 2022 will be 22,000 tons, and the industry's average gross profit margin is expected to be over 40%. According to the price of 120,000 yuan/ton, the market for silicon-based anode materials will be nearly 2.5 billion yuan in 2022. The market space is broad and the growth rate is relatively fast. With the announcement of silicon carbon nanotechnology, the large-scale application of silicon-based anodes is expected to accelerate. We expect The market size is expected to reach 3 billion in 2022. When the current power lithium battery cathode material fails to make a major breakthrough, the selection of the anode material has become an important factor in determining the energy efficiency of the power lithium battery. With the continuous improvement of new energy vehicles' requirements for cruising range, the advantages of high specific capacity of silicon-based anode materials will gradually appear, which is expected to break the 'dominant' pattern of graphite in the field of lithium-ion battery anode materials. The lithium-ion battery anode material market may Will be reshuffled. Disclaimer: Some pictures and content of the articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: Say goodbye to lead-acid batteries and start the era of lithium iron phosphate battery backup