Graphite anode is put into production intensively, and silicon carbon helps to break through 300wh / kg specific energy
Thanks to the rapid advancement of the global automobile electrification process, the demand for lithium battery negative electrode materials shows a high-speed growth trend. Previously, the industry predicted that the global demand for negative electrode materials for power batteries will be about 280000 tons in 2020; by 2025, the demand for power batteries in China alone will reach 310gwh, and the demand for corresponding negative electrode materials will reach 260000 tons, with a huge market space.
Production acceleration of graphite anode
The electric vehicle secondary battery market is expected to grow from 194gwh in 2020 to 366gwh in 2023. Therefore, the demand for artificial graphite anode materials will increase dramatically, so it is necessary to expand the production capacity.
The anode material is the main body of lithium battery, which accounts for about 10% - 15% of the cost of lithium battery. At present, graphite materials are the mainstream of lithium battery anode materials, which can be divided into natural graphite and artificial graphite. Due to the raw materials and process characteristics, the internal structure of artificial graphite anode material is more stable than that of natural graphite products. In addition, the utility model has a long service life and is favorable for fast charging. From a global perspective, Japanese and Chinese enterprises have been leading the market of artificial graphite anode materials.
Silicon carbon boosts energy density
With the development of lithium battery technology, the upgrading of anode materials is an inevitable trend, and the upgrading of graphite anode system to silicon-based anode system is the main direction. Among a variety of new anode materials, silicon has an ultra-high theoretical specific capacity (4200mah / g, 10 times higher than the traditional graphite material) and a lower potential for lithium removal. Due to its high voltage platform compared with graphite, it is more difficult to cause lithium ion precipitation on the surface when charging, and the comprehensive safety performance of the battery is better, which is the most practical choice to replace the carbon based anode of lithium-ion battery.
It is understood that the specific capacity of silicon carbon anode material can reach several times of natural graphite electrode and artificial graphite electrode, and its application in lithium battery will greatly increase the upper limit of energy density. This new material has been applied by Tesla, the global star of new energy vehicles. The silicon carbon negative electrode material is used in the power battery of model 3.
With the development of the preparation technology 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.