It is in order to meet the needs of batteries with higher energy density, silicon-based negative electrodes have entered the industry's field of vision. Some manufacturers have already begun to deploy silicon-based anode production projects. The manufacturers who are the first to ship and are accepted by the market can enjoy a high gross profit of about 50%. However, in the long run, large-scale application depends on the cost-effective improvement brought about by cost reduction.
Some people in the industry predict that silicon-based anodes will start to have increment in volume in 2023, and this year has clearly felt that the demand has crossed the plateau. The silicon-based negative electrode is the direct beneficiary of the 4680 batteries, and the time point of heavy capacity is closely following the pace of promotion of this type of battery. At present, Tesla’s 4680 self-built production line has been mass-produced on a small scale. Overseas manufacturers such as Panasonic and LG are gradually increasing the volume, and domestic manufacturers are also following suit.
