Trends in LiB Separator Markets – New Machines May Level the Playing..
Key Points
- LiBs are poised to experience continuing strong growth, supported by the expanding number of electrified vehicles (EVs) coming to the market from Tesla (TSLA US) and other major auto manufacturers. Volume growth is naturally resulting in steadily falling prices for inputs such as LiB separators. Commoditization of separators could accelerate as new entrants benefit from the support provided by new, advanced film processing machinery.
- Among the separator suppliers, W-Scope (6619 JT) claims advantages in separator film stretching technologies which make it a lower cost manufacturer. We examine those claims while explaining some of the differences in manufacturing among the leading separator suppliers.
- China’s LiB separator suppliers have been particularly aggressive in expanding capacity in the last two years, initially to supply soaring EV bus demand. Their ambitions probably extend further.
- Several machinery manufacturers have newly entered the LiB film processing market. These companies, often from Europe, appear to offer technologies which can make market entry easier and help new separator makers to become competitive more quickly. For the established separator suppliers, this is raising the risks of more rapid market commoditization.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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