Why do Japanese companies occupy the high-end market in the field of water-based adhesives for lithium batteries?

In the field of water-based adhesives, the high-end market has long been dominated by Japanese companies, especially in the Swiss. In 1992, the company began researching materials for lithium batteries, and in 1995, it began selling water-based negative electrode binders. It is the first Japanese company to develop, produce and sell water-based negative electrode binders.

High-tech lithium battery has learned that the company's lithium battery business includes three major blocks - positive and negative binders, diaphragm coatings (alumina ceramic coatings), the latter two sales. Its customers cover the top 10 battery companies in the world. In 2017, the three businesses have more than 2,000 tons of shipments. It is expected to reach more than 3,000 tons this year, up 50% year-on-year.

In fact, as early as more than 10 years ago, Rayon has begun to expand its business in China, setting up a sales window in Shanghai, and the products are imported from Japan to China. With excellent product performance and strict quality control, Ryan has basically captured all of China's high-end customers, and its market share has continued to occupy the first position for many years.

The relevant person in charge of the company said to the high-tech lithium battery that the water-based binder is used for the positive electrode to break through the space. In addition, some local governments have strict control over the environmental protection, so that the water-based binder for the positive electrode has a certain market. In addition, the rise of high-nickel ternary requires the binder to withstand high voltage and oxidation, and requires a new type of binder to match. Ryan will do some new project research and development.

Let's take a look at another Japanese waterborne binder manufacturer, JSR. Similar to Ryan, JSR also adopted the model of “production in Japan, Shanghai is responsible for import”, and there are slight differences between the two products. JSR has fully penetrated into the domestic 3C market, and has also entered the power battery field. The number of cooperative customers or more than one hundred homes, the shipment in 2017 is nearly 300 tons (single finger water-based adhesive).

"This year's target setting is basically the same as last year." According to the relevant person in charge of JSR, this year's battery market is fiercely competitive, and some companies may be eliminated. We need to give up some customers. Next, our goal will be to keep up with the pace of domestic big customers.

In response to the problem of water-based binder for the positive electrode, the person in charge said that the nickel in the aqueous binder and the ternary positive electrode will produce alkaline substances, corrode the aluminum foil, and generate gas. The company is trying to "neutralize and add acid" or do some coating solutions on aluminum foil. In fact, there are already mass production products in Europe, but the related technologies have not been disclosed.

"Does the domestic positive electrode be able to use a wide range of water-based binders, in addition to environmental protection policies and technical issues but also look at the prices." The person in charge said that the oil system is only tens of yuan / kg, suddenly changed to three or four hundred Yuan/kg, water is 7-8 times more expensive than oily price, and some customers are not able to accept this cost. Especially in the case of extreme cost pressure, for battery companies, 1 cent is saved, which will cause greater obstacles to the promotion of water-based binders for positive electrodes.

The page contains the contents of the machine translation.