Safety and high energy density, solid state battery advantages
The rapid development of the new energy vehicle industry, but frequent safety accidents, energy density bottleneck, is the core problem to be solved. Solid state batteries replace flammable electrolyte with solid state electrolyte, which can realize the intrinsic safety of the battery, while compatible with better performance of positive and negative electrode materials, which can greatly improve the energy density of lithium batteries, with high safety and high energy density, and become the inevitable choice to comprehensively improve the performance of lithium batteries.
Under the guidance of many forces, the industrialization process has accelerated
All-solid-state batteries have comprehensive performance, but there are problems such as high cost and poor solid-solid interface conductivity, which limit their large-scale commercial application. Semi-solid state battery as a transition technology, has been in the NiO, Dongfeng Lantu, SAIC Zhiji and other brands on the batch. In addition, the rapid development of the eVTOL industry, its battery energy density, safety, rate performance and other higher requirements, the existing battery technology can not meet its requirements, solid state batteries are expected to meet the batch application in eVTOL, industrial development is expected to benefit. Major countries in the world have actively laid out the solid-state battery industry, and major overseas companies such as Solid Power, Toyota, Samsung SDI, etc., have chosen the sulfide route as the direction of solid-state battery technology, and mainly develop all-solid-state batteries. Domestic enterprises such as Weilan, Qingtao, etc., have chosen the oxide route, and first developed and produced semi-solid batteries. Under the joint promotion of car enterprises and battery factories at home and abroad, the industrialization process is expected to continue to accelerate.
Material system upgrade, create new opportunities for industry
The transformation process of lithium battery technology to solid state battery will drive the upgrading of the material system, mainly including: 1) solid electrolyte: solid state battery replaces the electrolyte and diaphragm with solid electrolyte; Zirconium, lanthanum and other materials in the oxide system are expected to benefit; Under the sulfide system, germanium may welcome new opportunities; 2) Positive and negative electrode materials: the positive electrode will be more widely used in high-nickel ternary, and gradually change to lithium-rich manganese base; The negative electrode will evolve to the silicon base negative electrode and the lithium gold negative electrode. 3) Porous copper foil: Compared with traditional electrolytic copper foil, porous copper foil can improve the lithium-ion transmission efficiency of solid-state batteries, improve the cycle, further enhance the safety of solid-state batteries, and more suitable for solid-state batteries; 4) aluminum-plastic film: Soft laminated film can improve the flexibility of solid-state batteries, or the most suitable assembly method for solid-state batteries, is expected to drive the demand for aluminum-plastic film.