Shulou(Shulou.com)11/24 Report--

CTOnews.com March 13, Glory announced the commercial application of silicon-carbon battery technology in smartphones on MWC 2023. The company claims to have made a major breakthrough in significantly increasing energy density and improving the total charging time of the battery.

Glory Magic5 Pro mobile phone has 5450mAh battery, the first Qinghai Lake battery solution-silicon carbon negative technology, support 66W fast charging, 50W wireless charging.

According to TechInsights, global smartphone battery supplier Amperex Technology Ltd. (ATL) partnered with Group14 Technologies to provide silicon-carbon anode batteries for Glory. This is the first time that silicon-carbon batteries have been used in smartphones. The implementation of this technology is dominated by Group14's battery material product SCC55, which provides higher performance than traditional lithium-ion batteries.

Silicon-carbon battery technology

The new battery technology uses innovative anode materials such as silicon instead of graphite in its applications. Silicon-based anodes provide a higher energy density than graphite, almost 10 times the mass capacity of graphite, allowing smaller anodes and more cathodes to increase space utilization and further increase energy density in the battery.

In silicon-carbon cells, silicon-carbon composites are used as anodes, and silicon is embedded in the nanocarbon structure with voids, so that silicon is stable in the process of charge and discharge, which avoids the problems of silicon expansion and capacity reduction. Therefore, the silicon anode can carry out high charge-discharge cycle efficiently and maintain the cycle efficiency.

The application of silicon anode material is further strengthened, which is easy to be integrated into the existing battery manufacturing production line, and reduces the delay of introducing this technology into customer products.

Overview

Demand for increased battery capacity is driving demand for lithium, a key raw material for batteries. However, this has also pushed up the price of cathode raw materials (such as lithium cobalt oxide), which subsequently led to an increase in battery costs for suppliers and customers. TechInsights's research estimates that, despite the decline in battery shipments, the smartphone battery market reached $9 billion in 2022 (CTOnews.com Note: currently about 62.46 billion yuan). The main driver is the growth of battery ASP, which will grow at an annual rate of more than 10 per cent as battery capacity continues to grow in 2023.

ATL continues to dominate the smartphone battery market in 2022, accounting for 44% of the market. By supplying batteries to flagship products and ordinary smartphone devices from a number of smartphone manufacturers, ATL has secured a large number of customer orders and has a strong share in the supply chain of leading smartphone manufacturers. Driven by the scale of production, ATL continues to be competitive in meeting customer supply and cost needs. In addition, the manufacturer also launched the industry's first silicon negative battery for Xiaomi's flagship smartphone, which once led the application of silicon negative material products in smartphone batteries.

The raw material partnership between ATL and Group14 Technologies is expected to give ATL a strong technological advantage. Group14 Technologies has begun supplying SCC55 battery products to ATL, and ATL will supply silicon-carbon batteries to smartphone manufacturers in 2023. The recently released Honor Magic 5 Pro became the first device to use ATL silicon-carbon battery technology. However, Glory is expected to be equipped with silicon-carbon battery technology only in the capacity variants of 5450mAh batteries sold in China. The study predicts that demand for silicon-carbon anode batteries from Chinese smartphone manufacturers, which are increasingly occupying a strong leading position in the field of smartphone technology, will continue to grow. For smartphone battery suppliers, driven by advances in fast charging technology, the market with increased capacity will be saturated in the short term. As a result, suppliers are expected to position their smartphone battery products as key innovations in silicon anode materials and further build a portfolio of high-quality products to drive their long-term revenue growth.

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