Aramid-coated separators are ideal separator materials for lithium batteries and have huge potential for future industry development.

Aramid refers to long-chain polymer molecules composed of amide groups, aromatic rings and their derivatives. It is called aromatic polyamide fiber. Aramid fiber has the advantages of light weight, high modulus, high strength, excellent flame retardancy, good high temperature resistance, strong insulation, and good aging resistance. It has been widely used in aviation, military industry, optical fiber, cable and other fields.

At the same time, as the advantages of aramid fiber continue to highlight, its application fields are constantly expanding. In recent years, as the new energy vehicle track continues to be hot, aramid-coated separators made of aramid fiber as the main material have inherited all the advantages of aramid fiber and have become a new product with great development potential in the lithium battery separator market. One of the products.

Compared with traditional ceramic, polypropylene, and polyethylene coated films, aramid-coated separators have excellent performance, and their thermal strength is much higher than other separators, which can greatly improve battery safety; its durability is super strong, and it can effectively improve high-energy The safety of density batteries; its good compatibility with the electrolyte can greatly improve the cycle and rate performance of lithium batteries. Currently, with the advantages of aramid-coated separators increasingly highlighted, the market shows great potential for development. According to the “Aramid Coated Separator Industry Market In-depth Research and Investment Prospects Forecast Analysis Report 2023-2028” released by the Industrial Research Center It shows that by 2025, the domestic market size of aramid coated separators is expected to exceed 10 billion yuan.

Aramid-coated separators were first developed by Sumitomo Chemical of Japan and were successfully used in the Tesla Model S. Therefore, due to factors such as patents and technology, the global aramid-coated separator market is still dominated by foreign companies such as Japan’s Sumitomo and Japan’s Teijin, and the industry is highly concentrated. Aramid-coated separators are an emerging industry. The industry is still in its early development stage, and product costs are still relatively high. The application market is mainly concentrated in specific battery fields such as 3C batteries, cylindrical batteries, military batteries, and export batteries.

From the perspective of the domestic market, compared with leading foreign companies, my country’s aramid-coated separator industry started relatively late. Currently, the number of local companies in this field is relatively small, with only a few such as Enjie Co., Ltd. and Taihe New Materials. , the application space of domestic products is still relatively narrow, and they are only used in the military field.

Industrial Analysts personnel said that under the background of the accelerated localization process of the domestic aramid market and the continuous highlighting of the advantages of aramid coated separators, Domestic manufacturers are accelerating the industrialization process of aramid-coated separators. For example, Taihe New Materials’ 30 million square meters/year aramid-coated separator pilot line has entered the commissioning stage and will be successfully put into production in the first half of 2023. Against the background of the accelerated implementation of domestic aramid-coated separator production projects, it is expected that the aramid-coated separator market will enter a production capacity release period in the next 3-5 years, and the process of domestic substitution will continue to accelerate.