What is what the dynamical cell of LG chemistry uses diaphragmatic?
The answer is: Dry method and wet and diaphragmatic using, but the proportion that diaphragmatic place takes dry way is larger.
Not only LG is chemical, samSung SDI, AESC (produce for day) dynamical cell is with working the law is given priority to (supplier Celgard) .
Begin from 2013, the dry method of LG chemistry is diaphragmatic and main the supplier changes astral source material to pledge by original Celgard.
And wet and diaphragmatic respect, current collaboration square more, pledge to rare Dong Li, W-scope and astral source material 3, among them before two besmear Fu factory and base velar product line still buys from LG chemistry, astral source material is the patent authorization that obtained coating of LG chemical SRS character, because of this LG chemical dynamical cell is used wet and diaphragmatic, astral source material has big probability character also can be its brunt supplier.
Do not explain especially: The Japanese eaves department that becomes dry law is promoted produce the patent authorization that also obtained SRS, but had not become its supplier.
About the diaphragmatic supplier problem of cell of LG chemical power, near future market appeared a variety of hearsays, we are Baconian rise to basically have two kinds as follows:
What the dynamical cell of LG chemistry uses is Japanese Dong Li entirely (Toray) wet and diaphragmatic, the dry way that astral source material offers character is diaphragmatic it is to be used in dynamoelectric tool, store can wait for low end domain.
LG is chemical besides use Dong Li wet and diaphragmatic outside, dry method is diaphragmatic those who use is Celgard, have nothing to do with character with astral source material.
If afore-mentioned hearsays hold water, that begin mentions " astral source big probability also can become LG brunt supplier " logic is a fault apparently, what be necessary to explain the dynamical cell of LG chemistry is used after all here so is whose home is diaphragmatic.
When analyse, to assure reliability, data origin chooses book of raise capital by floating shares, announcement, authority only tripartite report, do not use the survey summary with inferior reliability.
Say the 2nd rumor first, we feel to not worth one refute, the raise capital by floating shares that pledges in astral source material can see in the book, since 2013, the company formed batch to change to LG for goods, in those days sales revenue amounts to more than yuan 3000.
The before a few big clients that astral source material shows in book of qualitative raise capital by floating shares:
The sale year after year that astral source material pledges later grows, arrive when 2017, export income already grew 194 million yuan (abroad income comes from the majority at LG chemistry) , sales volume is close 60 million smooth rice, without doubt one of core suppliers that it is LG chemistry.
Actually, the dry method of LG chemistry is diaphragmatic the supplier began to change astral source from 2013.
The reason has two:
Polypore is in the parent company of LG chemistry and Celgard early to had litigated because of patent problem in January 2014, celgard encroachs his with LG chemistry for diaphragmatic patent, to LG chemistry to lodge a complaint, the requirement prohibits LG concerns batteries in beautiful sale, to one accuses him judicial supplier, I think any battery plant won't consider to purchase again
Begin from July 2013 (as large-scale as astral source the time that cuts LG chemistry is consistent) , between Celgard and LG chemistry for goods already basic backwater, after losing this important client, its income also year after year glides, was bought finally by Xu Huacheng 2015.
And to the first hearsay, namely what is the downstream application domain with the dry diaphragmatic way that astral source gives LG after all, analyse rise it is a few more difficult to want, we try to analyse.
The dynamical cell of LG chemistry is sure the dry method that using astral source is diaphragmatic
Be opposite from authoritative orgnaization Avicenne Xue Folan Volt (the n/COL the head of a family model of cell of LG chemistry power) in light of the analysis of data system, there is PP already inside (dry method) , also have PE (wet) , common feature was to add coat.
Another authoritative report shows, what the PHEV of LG chemistry and HEV batteries use is dry method diaphragmatic + Fu of SRS material besmear. (what next graphs still show the AESC batteries of day of motor-car yield electricity also is used is dry method diaphragmatic)
And in light of book of raise capital by floating shares, begin from 2015, the product that has 90% above is used in dynamical domain. And LG chemistry occupies the 30% above that to its shipment measures, inevitable much is used in dynamical domain, replace original Celgard dry method is diaphragmatic.
There is a wrong knowledge all the time on the market, work a way namely diaphragmatic can apply in low end only domain, resembling is to charge treasure, store can cell of batteries, power of lithium of phosphoric acid iron, relatively cell of 3 yuan of power must be used wet and diaphragmatic.
Actual condition is completely contrary, it is LG chemistry not only, samSung SDI, AESC (produce listen wind for day) dynamical cell is in order to work a way diaphragmatic those who give priority to, two pieces of graphs are the batteries data system of the SamSung SDI that B3 of authoritative orgnaization Japan gives out and AESC below.
AESC produces listen wind to supply 32.5Ah power cell for day, the PP that latter still is using Celgard (dry method) diaphragmatic. (PP is polypropylene, use at working a way diaphragmatic; PE is polyethylene, use at wet and diaphragmatic; Separator is diaphragmatic)
The 60Ah that SamSung SDI offers goods I3 for BMW and cell of next generation 94Ah power, , the three-layer PP/PE/PP that still also using Celgard (dry method) diaphragmatic.
SRS is LG chemistry alone door stunt, and astral source already obtained authorization
According to a report of B3 of authoritative orgnaization Japan, diaphragmatic industry has been divided for two a group of people of same interest, LG a group of people of same interest (include source of Dong Li, W-scope, star to wait) with Xu Huacheng a group of people of same interest (the Celgard that includes to buy) .
LG chemistry has diaphragmatic SRS coat alone door technology, the enterprise below its a group of people of same interest perhaps acquired the technology of this kind of coating entirely partly, source resembling a star and eaves ministry are promoted producing is the patent authorization that obtained SRS (will sell this kind of diaphragmatic need pays partial patent to use fee to LG chemistry henceforth) , eaves ministry is promoted although also obtained authorization,produce, and also be to become dry law diaphragmatic, but LG has not been purchased to its, it is a vendor that chooses fully only, the former word of B3 is " The Ube Maxell Product Is Also A Candidate For Use In LGC XEV Cells4 " .
Dong Li is with 3 billion yen (amount to RMB makes an appointment with 184 million yuan) the besmear Fu plant that the price bought LG chemistry directly, w-scope is the wet and diaphragmatic product line that bought LG chemistry. Accordingly, LG is chemical already no longer Fu of him production besmear is diaphragmatic, turned to outward ministry supplier to purchase entirely however. (next graphs are B3 original intent, senior is astral source material pledges)
LG chemical batteries is able to produce to wait for international Motor Corporation to choose by general motors, Reynolds, day to assign batteries vendor, SRS reached decisive action since diaphragmatic coating technology, because this star source obtains patent authorization, will be in undoubtedly prospective LG chemistry has important place in the domain of dynamical cell.
Wet and diaphragmatic occupy than will rising, astral source need and Dong Lihe W-scope develop competition
The place before be like is narrated, the dynamical cell of LG chemistry, dry method and wet and diaphragmatic all have use. Working a way diaphragmatic respect, astral source material already replaced Celgard character, become LG chemistry most the supplier of core, and do not have too strong competitor, the position is solid.
But, light thin in light of the development tide that turn, future is wet and diaphragmatic remain way, a research of B3 shows in the report, the Reynolds 2020 the 2nd acting ZOE, what will use SRS besmear Fu is wet and diaphragmatic.
The wet and diaphragmatic supplier of LG chemistry is more, and Dong Lihe W-scope the equipment of look forward to of these two film originates LG chemistry itself, have the connection of countless ties with LG chemistry, astral source place wants the competitive more that be faced with.
