리튬 이온 배터리의 실리콘 기반 음극은 더 높은 에너지 밀도, 더 큰 중량 및 부피 용량, 적절한 열역학적 리튬화 잠재력, 더 높은 평균 전압 등 우수한 전기 화학적 성능을 제공합니다.
오늘날 리튬 이온 배터리에서 실리콘 음극의 사용이 현실화되고 있으며, 실리콘 음극의 스타트업에 수십억 달러가 유입되고(IDTechEx, 2021), 리튬 이온 배터리용 실리콘 음극 재료 시장 규모는 2034년까지 240억 달러에 달할 것으로 예상됩니다. (IDTechEx, 2024년). Advano, Sila Nanotechnology, Elkem, Group14, NanoGraf, OneD Materials, Nexeon 등 여러 재료 제조업체가 리튬 이온 배터리용 실리콘 활물질의 상업 생산을 발표했습니다. 마찬가지로 Amprius, Sionic Energy(구 NOHMS), Farasis Energy, Enovix, StoreDot, Samsung, Panasonic, PPES(Toyota와 Panasonic의 합작회사), Murata, Enevate/EnerTech 등 여러 배터리 제조업체가 실리콘 음극 리튬이온 배터리의 상용화를 발표했습니다. Tesla가 2019년 배터리 제조업체 Maxwell Technologies, 2021년 배터리 스타트업 SiLion을 인수했습니다. 같은 해 PPES와 Nexeon이 실리콘 음극 개발에 초점을 맞춘 제휴를 발표했고, StoreDot이 EVE Energy와 전략적 프레임워크 계약을 체결하고 전기자동차용 StoreDot XFC 리튬실리콘 셀의 상용화를 가속화하기 위해 Group14 Technologies와 파트너십을 체결했습니다. 또한 Daimler, Porsche, GM과 같은 자동차 OEM은 실리콘 음극의 잠재력을 인식하고 실리콘 음극 기업에 투자하거나 파트너십을 맺고 있습니다.
이 보고서는 리튬 이온 배터리용 실리콘 음극 산업에 대한 조사 및 분석을 통해 기술 및 지적재산권(IP)의 특허 상황과 주요 기업의 전략에 대한 정보를 제공합니다.
Who are the key players and newcomers in the global IP race for the promising silicon anode-based Li-ion batteries?
Silicon-based anodes in Li-ion batteries offer superior electrochemical performance, including higher energy density, greater gravimetric and volumetric capacity, suitable thermodynamic lithiation potentials, and higher average voltage.
Today, the use of silicon-based anodes in Li-ion batteries is becoming a reality, with billions od dollars flowing into silicon anode start-ups (IDTechEx, 2021) and a market for silicon anode material for Li-ion batteries projected to reach $24 billion by 2034 (IDTechEx, 2024) . Several material manufacturers, such as Advano, Sila Nanotechnology, Elkem, Group14, NanoGraf, OneD Materials, and Nexeon, have announced the commercial production of silicon active materials for Li-ion batteries. Likewise, several battery manufacturers have announced the commercial availability of silicon anode Li-ion cells, including Amprius, Sionic Energy (formerly NOHMS), Farasis Energy, Enovix, StoreDot, Samsung, Panasonic, PPES (a joint venture between Toyota and Panasonic), Murata, and Enevate/EnerTech. In the automotive sector, there have been significant strategic acquisitions and partnerships. Tesla acquired battery manufacturer Maxwell Technologies in 2019 and battery start-up SiLion in 2021. That same year, PPES and Nexeon announced a partnership focused on silicon anode development, and StoreDot entered into a strategic framework agreement with EVE Energy, while partnering with Group14 Technologies to accelerate commercialization of StoreDot's XFC lithium-silicon cells for electric vehicles. Additionally, automotive OEMs such as Daimler, Porsche, and GM have recognized the potential of silicon anodes and have invested in and partnered with silicon anode companies.
In this highly competitive and dynamic environment, it is increasingly crucial to have a strong understanding of the patent landscape and the strategies of key players in technology and intellectual property (IP) . To meet this need, Knowmade is releasing a new Silicon Anode Batteries Patent Landscape report, which aims to clarify the current positions of IP players, analyze their IP strategies, and reveal where industry leaders, newcomers, and start-ups are focusing their R&D efforts.
IP competition analysis should reflect the vision of players with a strategy to enter and develop their business in the silicon anode Li-ion battery market. In this report, Knowmade's analysts provide a comprehensive overview of the competitive IP landscape and latest technological developments in this field. The report covers IP dynamics and key trends in terms of patents applications, patent assignees, filing countries, and patented technologies. It also identifies the IP leaders, most active patent applicants, and new entrants in the IP landscape. The report also sheds light on under-the-radar companies and new players in this field.
LG Chem/LGES is leading the silicon anode battery patent landscape, with strong IP competition from Samsung, Murata, Panasonic/Sanyo, and Toyota. Additionally, we have identified over 290 start-ups and pure players involved in the patent landscape, and more than 650 new entrants who filed their first silicon anode-related patents in 2021 or later, most of whom are Chinese entities. In dedicated sections of the report, we focus on the IP portfolios held by key players, start-ups, and newcomers from various countries.
This report also includes an extensive Excel database with all patents analyzed in this study, including patent information (numbers, dates, assignees, title, abstract, etc.) and hyperlinks to an updated online database (original documents, legal status, etc.), and affiliation segments (anode material, anode, battery cell, other battery cell components).
LG Chem/LG Energy Solution, Panasonic/Sanyo, Samsung, Murata Manufacturing/Sony, Toyota, ATL (Amperex Technology), COSMX / COSLIGHT, Guoxuan High Tech Power Energy / Gotion, CATL (Contemporary Amperex Technology Ltd), Global Graphene, SVOLT / Fengchao Energy Technology, General Motors, NEC, SK Group, Enevate, Resonac (Showa Denko / Hitachi Chemical), Shanshan Energy Technology, Mitsubishi Chemical, BYD, EVE Energy, Bosch/SEEO, A123 Systems (Wanxiang group), Sunwoda, Nissan, Tafel New Energy Technology / Zenergy, BTR New Energy Material, Amprius / Berzelius, Nexeon, Mitsui Mining & Smelting, Envision / AESC, Tinci Materials Technology, TDK, Hitachi , JEVE (Tianjin EV Energy), Huawei, Hyundai/Kia, WeLion New Energy Technology, Wacker Chemie, BAK Battery, Hitachi Maxell, GS Yuasa, Mitsui Chemicals, Tianmu Energy Anode Material, CALB (China Aviation Lithium Battery), Yinlong Energy, Furukawa, Toshiba, Kaijin New Energy Technology, Smoothway Electronic Materials, Kunlunchem, Chery Automobile, Fujifilm, MU Ionic Solutions, Ube Corporation, Shin Etsu Chemical, Sumitomo Electric Industries, MGL New Materials, Sound Group, Zeon, FAW (China First Automobile Works), BMW, Umicore, Sekisui Chemical, Capchem Group, Novolyte Technologies, and more.