At present, China's lithium-ion battery packaging process mainly uses cylindrical, square and soft-packed batteries.
The material properties of aluminum-plastic film are critical to ensure long-term stable operation of the battery. It is the main difference between the soft-packed battery and the cylindrical, square-shaped hard-shell battery.
Aluminum plastic film has high barrier properties, acid and alkali resistance, high mechanical strength, heat sealing performance and ductility. At the same time, the material also has the advantages of good safety performance, large capacity, light weight and small internal resistance. Design and manufacture of batteries.
However, the design and manufacture of aluminum plastic film is considered to be one of the three major technical problems in the lithium battery industry.
◤ 3C battery field: soft pack battery penetration is mature, aluminum plastic film meets thinning challenge
Because of the above characteristics, the soft pack battery meets the requirements of miniaturization, light weight and large capacity requirements of mobile phones, tablet computers and other electronic products. Therefore, the penetration rate of aluminum plastic film in the 3C battery field continues to increase, from 5% in 2010 to 2016. The year is close to 70%.
However, due to the slowdown in the growth rate of traditional consumer electronics such as mobile phones, tablets, and notebook computers, aluminum plastic film has basically entered a mature stage in this field, and the growth rate is expected to remain at around 10%. By 2020, soft battery is expected. The market penetration rate in the 3C field is around 78%.
In the next few years, 3C consumer demand is expected to support the steady growth of soft pack batteries, and soft pack power batteries will accelerate penetration.
The competition for 3C digital products is becoming more and more intense, and the increase in battery energy density will become the choice for digital enterprises to break through. This also requires that their corresponding aluminum plastic film products become thinner and thinner.
◤ New energy vehicle field: The permeability of soft pack battery is increasing rapidly, and the development of aluminum plastic film is wide.
In addition to the consumer electronics sector, new energy power battery new energy vehicle production and sales maintained a high growth trend, bringing a huge demand for soft-package batteries, high-growth new energy vehicle field will be the future of the aluminum-plastic film market for soft-package batteries Growth momentum.
Eastern Fortune Network Data: In 2018, the company's soft pack battery capacity will reach 13GWh, 13GWh and 5.8GWh respectively. In addition, Mengshi Technology and Jiewei Power have announced 5~10GWh. Soft pack battery expansion plan.
Yiwei Lithium Energy Sanyuan Soft Pack Power Battery was officially put into operation in Huizhou in April this year, with an annual production capacity of 1.5Gwh. The current monomer density is above 240Wh/Kg.
In the context of the tilt of national policies to high-energy-density batteries, with the improvement of the production process of soft-package batteries and the improvement of the market's requirements for the endurance of automobiles, soft-pack batteries have obvious advantages in the new energy vehicle market, and they are gradually becoming high-end models. Increased its share, the demand for aluminum plastic film increased rapidly with the expansion of soft pack batteries.
According to the information of the think tank, the demand for power batteries will increase from 30GWH in 2016 to 459GWH in 2030. By 2030, the penetration rate of soft-packed batteries is expected to reach 45%, and the amount of aluminum-plastic film will also increase. 826 million flat.
It can be seen that with the rapid development of the new energy vehicle market, the increase in the permeability of soft-packed batteries will accelerate the development of the market space for aluminum-plastic films.
