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Lithium-ion battery separators
Shanghai, China31.20°N 121.50°E
computed criticality17/100
reading
SEMCORP #1 globally; Asahi Kasei #1 ex-China; top 5 (incl. Toray, SKIET) ~60% of capacity
2024Fault line
Between a battery's two electrodes, a microporous membrane prevents short circuits while letting ions through. This separator, hard to make, is held by a few groups, with China (SEMCORP) rising ahead of Japan.
Actors
SEMCORP
Asahi Kasei
Toray
SK IE Technology
Sources