Coated separators are widely used and competition in the industry is fierce.
The coated separator is a thin film material with functions such as waterproofing, moisture-proofing, heat insulation, and anti-corrosion. Coated diaphragms can be divided into three types: inorganic coating, organic coating and composite coating according to different materials. According to different application fields, they can be divided into architectural coating diaphragms, industrial coating diaphragms, aerospace coating diaphragms, etc.
The upstream of the coated separator industry chain is the supply of raw materials such as boehmite, aramid, polyolefin, PVDF, and ceramics; the midstream is the production of products; the downstream is widely used in medical, electronics, new energy, automobiles, aerospace, and food packaging and other fields.
According to the “Coated Separator Industry Market In-depth Research and Investment Prospects Forecast Analysis Report 2023-2028” released by the Industrial Research Center, As my country’s economy continues to develop, national living standards continue to improve, the penetration rate of electronic equipment continues to increase, and high-end manufacturing continues to develop, the market demand for coated separators continues to grow. The demand for coated separators will be approximately 2 billion square meters in 2020 and will exceed 7 billion square meters in 2022.
From the production process point of view, coated separators mainly include wet separators and dry separators. Dry separators do not have high requirements for production equipment, the production process is relatively simple, and the product has high thermal shrinkage, but the overall performance is poor; wet separators have low requirements for production equipment. French separators have higher requirements for production equipment and more complex production processes. The products have good tensile strength and good overall performance.
With the continuous development of downstream industries such as electronics and new energy, coating separators can effectively improve the discharge performance of lithium batteries and extend the service life of batteries. Its importance has become increasingly prominent and has good development prospects. At present, most of the coated separator production equipment comes from foreign companies. The price is high and the production capacity is limited. To a certain extent, it increases the production cost of the company, reduces the profit margin of the company, and adversely affects the development of the industry. Domestic equipment has greater room for development. As the environmental protection situation becomes increasingly severe, coated separator manufacturers must continue to improve production efficiency, improve production processes, reduce pollution emissions, and promote the industry to develop in a sustainable direction.
At present, there are a large number of domestic coated separator manufacturers, and industry competition is fierce. Small and medium-sized enterprises are gradually being eliminated by the market, mergers and acquisitions and reorganizations among enterprises are intensifying, and leading enterprises occupy most of the market share. At present, coated separator manufacturers include Yunnan Enjie New Materials Co., Ltd., Xingyuan Materials Co., Ltd., Shenzhen Xingyuan Materials Technology Co., Ltd., Anhui Meixin New Materials Co., Ltd., Sinoma Technology Co., Ltd., Shanghai Pu Tailai New Energy Technology Co., Ltd., etc.
Industry analysts said that with the continuous improvement of my country’s technological level and the continuous development of high-end manufacturing, the market’s requirements for coated separators have also increased. With continuous improvement, manufacturing companies need to continuously improve production technology, research new materials, new processes, and new methods, optimize product quality and performance, and improve their core competitiveness.