China Lithium-Ion Battery Separator Market Analysis
The China Lithium-Ion Battery Separator Market For Electrical Vehicle Application Industry is expected to grow from USD 0.77 billion in 2025 to USD 1.45 billion by 2030, at a CAGR of 13.49% during the forecast period (2025-2030).
- Over the medium term, factors such as increasing adoption of electric vehicles, declining lithium-ion battery prices, and supportive government policies and incentives are likely to drive the market during the forecast period.
- Conversely, fluctuations in the prices of raw materials like polypropylene and polyethylene can impact the market during the forecast period.
- Nevertheless, technological advancements, particularly in nanotechnology, are making significant inroads into lithium-ion battery separators. Furthermore, the industry's shift towards sustainable and eco-friendly materials in battery production is not just a trend; it's a catalyst for innovation, paving the way for new market opportunities in advanced separator technologies.
China Lithium-Ion Battery Separator Market Trends
Polyethylene (PE) Material Type Segment is Expected to Dominate the Market
- In China's rapidly growing electric vehicle (EV) market, polyethylene (PE) separators are crucial components in lithium-ion batteries. Polyethylene separators enhance battery performance and safety because they are known for their excellent chemical resistance and mechanical properties. As the Chinese EV market expands, the demand for reliable and efficient energy storage solutions drives the widespread adoption of these separators in EV batteries.
- High-density polyethylene (HDPE) and ultra-high molecular weight polyethylene (UHMWPE) separators are emerging as leading choices for EV batteries in China. Their thermal stability is essential in preventing thermal runaway, a critical issue in battery systems.
- According to the International Energy Agency, in China, the combined sales of Battery Electric Vehicles (BEVs) and Plug-in Hybrid Electric Vehicles (PHEVs) increased from 13.8 million in 2022 to 21.9 million in 2023, reflecting a growth rate of 58.7 percent. This significant increase directly impacts the demand for lithium-ion battery separators, particularly polyethylene batteries.
- Recently, manufacturers have embraced cutting-edge production techniques and pioneered novel material compositions and chemistries. These advancements have not only improved the functional properties of Polyethylene separators but have also contributed to reducing manufacturing costs, making them an increasingly attractive option for electric vehicle manufacturers looking to optimize battery performance while managing production expenses.
- For example, in January 2024, researchers from the Institute of Modern Physics (IMP) under the Chinese Academy of Sciences (CAS), in collaboration with the Advanced Energy Science and Technology Guangdong Laboratory, unveiled high-temperature-resistant polyethylene terephthalate (PET) separators tailored for lithium-ion batteries. These separators play a crucial role in lithium-ion batteries, ensuring safety by insulating the cathode and anode to avert short-circuiting and enabling the seamless transport of lithium ions.
- Owing to the points mentioned, the polyethylene (PE) battery segment is expected to dominate the China lithium-ion battery separator market for electrical vehicle applications during the forecast period.
Adoption of Electric Vehicles is Expected to Drive the Market
- The rapid increase in the adoption of electric vehicles (EVs) in China is significantly driving the demand for lithium-ion battery separators. As more consumers and businesses transition to EVs, the need for reliable and efficient battery components becomes critical. Consequently, the lithium-ion battery separator market is experiencing substantial growth, fueled by the expanding EV market in China.
- China is making significant investments in lithium-ion battery separator projects. The country focuses on expanding production capacity and enhancing technology to maintain its lead in the global battery market.
- For instance, on June 20, 2023, Cangzhou Mingzhu announced plans to invest 3.5 billion RMB in constructing a wet-process lithium battery separator project in the Cangzhou High-tech District. This project involves building eight production lines and related facilities to produce 1.2 billion square meters of wet-process lithium-ion battery separators.
- Furthermore, in April 2023, Horizon completed the construction of its southwest base for lithium battery separator production in Tongliang, with a total investment of 6.5 billion RMB and covering an area of 560 acres. This facility has an annual output capacity of 2.5 billion square meters of wet-process base separators and wet-process coated separators. The project aims to extend the new energy storage industry chain in Tongliang, providing strong support for building a new energy storage industry highland in western China.
- The global reduction in lithium-ion battery prices amplifies the adoption of electric vehicles (EVs) in China, directly impacting the lithium-ion battery separator market. For example, according to Bloomberg NEF, the price of lithium-ion battery packs dropped to 139 U.S. dollars per kilowatt-hour in 2023, down from 160 dollars per kilowatt-hour the previous year. This price reduction makes electric vehicles more affordable, increasing the demand for efficient and reliable battery separators.
- Owing to the above points, China's adoption of electric vehicles is expected to significantly drive the lithium-ion battery separator market.
China Lithium-Ion Battery Separator Industry Overview
The China Lithium-Ion Battery Separator market for electrical vehicle application is consolidated. Some of the major players in the market (not in particular order) include Hebei Gellec New Energy Technology Co., Ltd., Shenzhen ZIMT New Materials Technology Co., LTD., Sinoma Lithium Separator Co., LTD., Shenzhen Senior Material Technology Co., Ltd., and Shanghai Semcorp New Material Technology Co., Ltd. among others.
China Lithium-Ion Battery Separator Market Leaders
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Shanghai Semcorp New Material Technology Co., Ltd.
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Shenzhen Senior Material Technology Co., Ltd.
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Sinoma Lithium Separator Co., LTD.
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Shenzhen ZIMT New Materials Technology Co., Ltd.
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Hebei Gellec New Energy Technology Co., Ltd.
- *Disclaimer: Major Players sorted in no particular order
China Lithium-Ion Battery Separator Market News
- January 2024: 24M has launched the 24M ImpervioTM battery separator, poised to transform safety standards in electric vehicles. This cutting-edge technology represents a major advancement in safety for both lithium-ion and lithium-metal batteries. It addresses critical challenges, notably the prevention of catastrophic fires and the reduction of extensive recalls, issues frequently caused by metallic dendrites.
- May 2023: SKIET announced a strategic move, signing a memorandum of understanding with Sunwoda. The agreement aimed to strengthen the supply of battery separators. Specifically, SKIET intends to provide Sunwoda with separators manufactured at its Changzhou facility in China.
China Lithium-Ion Battery Separator Industry Segmentation
A lithium-ion battery separator is a crucial component within a battery cell that physically separates the positive (cathode) and negative (anode) electrodes. This separation prevents direct contact between the electrodes, which could cause short circuits while allowing lithium ions to flow between them during charging and discharging cycles.
The China lithium-ion battery separator market for electrical vehicle applications report is segmented by application (battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs)), and material type (polyethylene (PE), polypropylene (PP), tri-layer separators, and ceramic-based separator). The report offers market size forecasts for the China lithium-ion battery separator market for electrical vehicle applications in USD revenue for all the above segments.
Material Type | Polyethylene (PE) |
Polypropylene (PP) | |
Tri-layer Separator | |
Ceramic-based separator |
China Lithium-Ion Battery Separator Market Research FAQs
How big is the China Lithium-Ion Battery Separator Market For Electrical Vehicle Application Industry?
The China Lithium-Ion Battery Separator Market For Electrical Vehicle Application Industry size is expected to reach USD 0.77 billion in 2025 and grow at a CAGR of 13.49% to reach USD 1.45 billion by 2030.
What is the current China Lithium-Ion Battery Separator Market For Electrical Vehicle Application Industry size?
In 2025, the China Lithium-Ion Battery Separator Market For Electrical Vehicle Application Industry size is expected to reach USD 0.77 billion.
Who are the key players in China Lithium-Ion Battery Separator Market For Electrical Vehicle Application Industry?
Shanghai Semcorp New Material Technology Co., Ltd., Shenzhen Senior Material Technology Co., Ltd., Sinoma Lithium Separator Co., LTD., Shenzhen ZIMT New Materials Technology Co., Ltd. and Hebei Gellec New Energy Technology Co., Ltd. are the major companies operating in the China Lithium-Ion Battery Separator Market For Electrical Vehicle Application Industry.
What years does this China Lithium-Ion Battery Separator Market For Electrical Vehicle Application Industry cover, and what was the market size in 2024?
In 2024, the China Lithium-Ion Battery Separator Market For Electrical Vehicle Application Industry size was estimated at USD 0.67 billion. The report covers the China Lithium-Ion Battery Separator Market For Electrical Vehicle Application Industry historical market size for years: 2019, 2020, 2021, 2022, 2023 and 2024. The report also forecasts the China Lithium-Ion Battery Separator Market For Electrical Vehicle Application Industry size for years: 2025, 2026, 2027, 2028, 2029 and 2030.
China Lithium-Ion Battery Separator Industry Report
Statistics for the 2025 China Lithium-Ion Battery Separator For Electrical Vehicle Application market share, size and revenue growth rate, created by Mordor Intelligence™ Industry Reports. China Lithium-Ion Battery Separator For Electrical Vehicle Application analysis includes a market forecast outlook for 2025 to 2030 and historical overview. Get a sample of this industry analysis as a free report PDF download.