Demand for lithium battery equipment will explode

Sharp tools make good work. As an indispensable tool for lithium battery manufacturing, equipment will directly affect the production cost, production efficiency and product performance of lithium battery. In the post epidemic era, the global economic transformation promotes the increase in the supply side of lithium battery, and the wave of automotive electrification promotes the outbreak of the demand side. As the upstream of the industrial chain, the lithium battery equipment industry is expected to fully benefit.

All kinds of signs have shown that the lithium battery equipment market will usher in great development. According to industry organizations, the growth rate of lithium battery equipment industry in the next five years will remain at about 30%. However, it should be noted that with the continuous expansion of market demand, the concentration of lithium battery equipment industry is gradually increasing, and the market competition is becoming increasingly fierce. Data show that as early as 2018, the market share of China's top 10 lithium battery equipment enterprises has exceeded 60%, and it is expected to exceed 80% in the future. The situation of the stronger is expected to strengthen, and the survival space of small and medium-sized equipment enterprises will be further squeezed.

Market analysts believe that the industry characteristics of lithium battery equipment determine that each link is easy to form a highly centralized competition pattern. The equipment not only determines the production cost and efficiency of the battery, but more importantly, the accuracy and stability of the equipment play a decisive role in the consistency of battery performance, which can not be improved only through the material and process formula. Therefore, no matter it is a first-line power battery factory In order to have stronger product competitiveness, manufacturers or newcomers will choose the best quality equipment manufacturers, which gradually forms a highly centralized competition pattern of core equipment.

It is understood that the production process of lithium battery can be divided into the front process (pole piece production), the middle process (cell production) and the back process (testing and assembly). In terms of value, the cost of the front, middle and rear equipment accounts for about 35%, 35% and 30% respectively. Among them, the value of coater accounts for the highest proportion in the front equipment; the value of winder and lamination machine accounts for the highest proportion in the middle equipment; the value of chemical separation detection accounts for the highest proportion in the rear equipment. Coating, winding / lamination and chemical volume separation are the core equipment of lithium battery production equipment.

As the core equipment of the front process, the coater should be able to evenly coat the stirred slurry on the foil and dry it into positive and negative plates, and the thickness should be accurate to less than 2 μ M. With the increasing degree of localization in the field of coating equipment, the localization rate of coating equipment has exceeded 80%.

Generally speaking, cylindrical battery adopts winding process, soft pack battery adopts lamination process, and square battery can adopt both winding process and lamination process. At present, the oligarchy characteristic of lithium battery equipment winder Market is increasingly obvious.

As an important trend of lithium battery cell preparation technology in the future, China's major equipment manufacturers are increasing the layout. With the continuous evolution of large cell size and high energy density, lamination process may become an incremental process in domestic lithium battery production in the future, and related equipment enterprises are expected to benefit.

With the development of power battery to high energy density and high quality, it will promote the improvement of equipment technical requirements. The equipment suppliers entering the downstream head power battery enterprises will benefit from a new round of power battery expansion and concentration improvement. The high-quality equipment suppliers in all links of lithium battery equipment industry chain will usher in a new round of development opportunities, while the weak enterprises will be eliminated, and the industry will become more competitive Will continue to shuffle in upgrading.