Celgard Introduction and Overview

38
Celgard Introduction and Overview Battery Show Digital Days November 2020

Transcript of Celgard Introduction and Overview

Page 1: Celgard Introduction and Overview

Celgard Introduction and Overview

Battery Show Digital Days

November 2020

Page 2: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

• Company and Background

• Celgard® Products and Technology

• Markets and Applications

• Summary

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Page 3: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Asahi Kasei Corporate Profile

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Trade Name

Employees*

Founding

Fiscal YearLatest FY Net Sales*

President

Asahi Kasei CorporationTSE1 3407

Hideki Kobori

40,689

May 1922

April 1 – March 31¥2,151.6 billion / $19.8 billion

Homes

$6.5 billion

* Based on latest available official figures, as of March 31, 2020

Others

$0.1 billion

Material

$10.0 billion

Net Sales Breakdown

(Exchange rate: ¥108.81 / $)

Net Sales

$19.8 billion

Tokyo Head Office

Health Care

$3.1 billion

Page 4: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Asahi Kasei Group Companies - Worldwide

Administrative & Other

Material

Homes

Health Care

Celgard

DaramicPolypore International

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Page 5: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Corporate Philosophy

We, the Asahi Kasei Group, contribute to life and living for people around the worldMission

Providing new value to society by enabling

“living in health and comfort” and

“harmony with the natural environment”Vision

Sincerity — Being sincere with everyone

Challenge — Boldly taking challenges, continuously seeking change

Creativity — Creating new value through unity and synergyValues

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Creating for Tomorrow

Page 6: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Organization

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Asahi Kasei Corporation

Asahi Kasei Pharma

Asahi Kasei Medical

ZOLL Medical

Asahi Kasei Homes

Asahi Kasei

Construction Materials

HOMES

HEALTH CARE

MATERIAL

Basic Materials SBU

Performance Products SBU

Specialty Solutions SBU

Asahi Kasei Microdevices

Polypore International, LP

Hipore

Page 7: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Asahi Kasei Company History

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Page 8: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

• Three businesses within the Separator SBU provide unique battery separator technology that allow Asahi Kasei

to cover a full range of application and technology needs

• Celgard dry process technology membrane is ideal for electric drive vehicle (EDV) applications

• Hipore wet process technology provides an excellent solution for consumer electronics (CE) applications including cell phones,

laptops, tablets, etc.

• Daramic is the best match for applications utilizing lead-acid batteries

Separator Membrane Businesses

Lead Acid applications Lithium-Ion applications

‘Wet’ manufacturing process‘Dry’ manufacturing process

Polypore International

Asahi Kasei is truly a global company with operations strategically located around the world. Collaboration

and connecting to our sister businesses makes us a stronger company with many opportunities.

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Page 9: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Polypore is a global company that develops and manufactures lithium and lead-acid battery

separators that enable mobile and portable energy.

Focused on Powering the World With Green

Energy Solutions

- Electric Drive

Vehicles (EDVs)▪ Battery Electric

▪ Plug-in Hybrid

▪ Hybrid Electric

- Golf Carts

- Marine

- Aircraft

- Internal

Combustion

Vehicles ▪ Cars

▪ Buses

▪ Trucks

▪ Motorcycles

- Energy storage

systems (ESS)

- Forklift

- Mining

- Railroad

- Submarine

- UPS

- Telecom

- Renewable

Energy

- Inverter

Lead-acid battery separators

Lithium-ionbattery separators

Transportation IndustrialTransportation

Automotive

Industrial

Traction

Transportation

Specialty

Industrial

Stationary

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Page 10: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

• Established more than 40 years ago, Celgard is a recognized leader among lithium

battery material suppliers

• Broadest Portfolio of Products and Solutions

• Designed for outstanding performance in all electric vehicle segments and chemistries

• Installed on >70 Electric Drive Vehicle (EDV) models

• Celgard owns the critical patents on ceramic coated separators

• Technical Leadership and Expertise

• Significant research and development from our teams of scientists, engineers, and technical

specialists

• Culture of close collaboration with customers to optimize separator technical performance and value

• Global Supply

• Manufacturing facilities in China and the USA

• Sales and technical service staff throughout Asia, Europe, and North America

About Celgard

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Page 11: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

With more than 40 years of market-leading research, development, and manufacturing,

Celgard delivers highly-engineered products with proven quality and performance.

Celgard’s Extensive Experience and a

History of Growth

1970s 1980s 1990s 2000s 2010s

First microporous film patents granted in

1960s.

Celgard® film for Lithium primary batteries begins.

1st plant built in Charlotte N.C.

Expansion into China and Korea.

2nd expansion in Charlotte.

Entry into LiB market.Celgard ® Trilayer introduced.

1st expansion in Charlotte.

Celgard started supplying to mass-production EDV LiB

2nd plant built in Concord N.C.

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Page 12: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Celgard is ideally positioned

to serve the localized needs

of our global customers.

We provide worldwide

business support with Sales,

Marketing and Technical

Service team members

located throughout Asia,

North America, and Europe,

and manufacturing operations

in the USA and China.

Celgard: Global Reach and Local Support

ChinaShenzhen,Shanghai

South KoreaCheonan

JapanTokyo, Osaka

United StatesCharlotte, NC (HQ),Concord, NC

FranceSélestat

Sales Offices Executive Office

Sales Region: Americas

Sales Region: Europe, Middle East & Africa

Sales Region: Greater China

Sales Region: Japan and Korea

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Page 13: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

• Company and Background

• Celgard® Products and Technology

• Markets and Applications

• Summary

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Page 14: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

• Primary functions:

• Prevent shorting via contact of the electrodes

• Allow ionic transport between the electrodes

• Compatible with high-speed cell manufacturing equipment

• Thermal fuse (good shutdown feature)

• Essential for rechargeable Li-ion batteries

• Commonly used separator materials

• Trilayer (PP/PE/PP)

• Polypropylene (PP)

• Polyethylene (PE)

Lithium Ion Battery Components

Anode

Cathode

Separator

with

ElectrolyteAnode CompositionActive Carbon Conductive GraphiteSBR Binder

Cathode CompositionLCO, LFP, NMC, NCA, etc.Conductive Graphite/CarbonPVDF Binder

Anode current collector (Cu)

Cathode currentcollector (Al)

SeparatorBattery

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Page 15: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Lamination

Deply

Slitting & Packaging

Annealing / Stretching

‘Dry’ process

Coating

• Efficient and environmentally friendly – no solvents used in the dry process

Celgard Dry Membrane Manufacturing Process

Extrusion

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Page 16: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Celgard Manufacturing Capabilities

We are equipped with the capacity and the manufacturing process technologies to meet the needs of virtually any customer:

• Dry (Melt) process manufacturing

• Wide range of film thicknesses

• Multiple slit width options

• Lamination to non-woven materials

• Coating capabilities

• Treatments to meet specific application requirements:

• for hydrophobic or hydrophilic capabilities

• for enhanced electrolyte absorption

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Page 17: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

• Celgard is the only separator

producer with a complete range of

products engineered for:

• Electric Drive Vehicles (EDV)

• Energy Storage Systems (ESS)

• Consumer Electronics (CE)

• Products Include:

• Monolayer Polypropylene (PP)

• Trilayer (PP/Polyethylene(PE)/PP)

• Coated and Laminate Products

Celgard Product Overview

Monolayer PP Trilayer PP/PE/PP Celgard® base film

with ceramic coating

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Page 18: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

• One of the most significant inventions in Li-2 battery field.

• Provided superior performance over the last 20 years.

• Celgard has a dominant IP position on the technology, e.g. US8,486,556, US9,908,317, etc.

Celgard® Core Technology:

Trilayer Separators (PP/PE/PP)

Time (seconds)

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Page 19: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Celgard® Q-Series Ceramic Coated Separators –

Product Benefits

Customers have come to rely on the high performance and

reliability of our ceramic coated separators (CCS):

• Thin base film for maintaining overall separator thickness

targets;

• Improved dimensional stability at elevated temperature;

• Low Gurley for longer cycle performance;

• Environmentally friendly water-based coating process

chemistry;

• Celgard has the dominant patent position on CCS

(including US 6,432,586); “Separator for High Energy

Rechargeable Lithium Battery” patents.

Celgard® base film coated with a

ceramic layer

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Page 20: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Ceramic Coating Benefits

Stop or Reduce Oxidation of Separator

Safety

Reduce Possibility of Thermal Runaway

PerformanceStabilize electrolyte and

reduce parasitic reactions

Block Li Dendrite growth

High Voltage Stability

Scavenge HF & other byproducts that attack SEI

EnergyHigh Voltage Systems

4.2V 4.35-4.7V (and up... )Wh/l and Wh/kg

Membrane Enhancement

Additional or improved functionality

Increase tortuosity

Increase wettabilityDecrease polarization

High Melt Integrity

High Thermal Conduction

Low Shrinkage

Less Hot Spot Propagation

Improved DB strength

Improve the electrode interface

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Page 21: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

• Company and Background

• Celgard® Products and Technology

• Markets and Applications

• Summary

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Page 22: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

The Markets We Serve

Consumer Electronics▪ Cordless Power

Tools▪ Outdoor Power

Equipment ▪ Tablets

SmartphonesNotebook Computers

Electric Drive Vehicles (EDVs)▪ Battery Electric▪ Plug-in Hybrid

Electric▪ Hybrid Electric

Energy Storage Systems (ESS)▪ Distributed

Storage▪ Renewables

Integration▪ Load Leveling

Specialty

▪ Medical▪ Ultracapacitors▪ Textile▪ HVAC▪ Military and

Space Exploration ▪ Others …

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Page 23: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Cell Designs Within a Battery Pack

Typical Lithium-Ion Cell Constructions

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Page 24: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Celgard Experience Covers Full LIB Maturity Curve;

Today’s Focus on EDV & ESSM

ark

et

Ad

op

tion

EDV- Long term reliability- Large format- Energy vs. Power flexibility

Consumer Electronics- Thinner (5- 9um)- High voltage (4.35 – 4.4V)- Adhesion

Technology Maturity

Technology frontier established in more mature CE market

Describes many future needs for EDV batteries

EDV experiencing faster development leveraging past experience in CE

Additional technology to address new challenges unique to EDV

ESS- Long lifetime- Large format- Wide variety of application requirements

ESS entering high-growth phase using LIB technology

Leveraged EDV at start, now adding more ESS application-specific requirements

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Page 25: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Uniquely enable optimal battery solutions for the

world’s new interconnected,

energy dependent e-mobile ecosystems

Celgard Experience Covers Full LIB Maturity Curve;

Primary Focus on EDV & ESS

Electric Drive Vehicles: most educated &

experienced supplier to the world’s premium

auto OEMs

Energy Storage Systems:

build on leading position as world’s #1 supplier to

ESS system providers

Well aligned visions for the future

Industry trend: multiple OEMs investing in integrated EDV-ESS strategy (example: Nissan)

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Page 26: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Markets We Serve:

Electric Drive Vehicles (EDV)

Used in:

• Light vehicles and passenger vehicles

• Commercial transportation / e-Bus

(electric or hybrid electric busses)

Drive Systems:

• BEVs – Battery or Full Electric Vehicles

• PHEVs – Plug-in Hybrid Electric Vehicles

• HEVs – Hybrid Electric Vehicles

• µHEVs – Micro-hybrid Electric Vehicles

(higher voltage needed to manage

energy recovered from regenerative

braking)

We manufacture battery

separators for a wide range

of EDV battery applications

that are used around the

world

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Page 27: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Greater number and complexity of battery chemistries: LFP, LMO (Spinel), NMC, NCA, LCO...

Broader spectrum of operating requirements, and diversity of vehicle powertrain options

Increasing need for diversification among vehicle functionality, options, choices

Enabling improvements to key end-user performance demands:• Safety• Longevity• Performance

Customization of Battery

Separator to enable battery

performance

Increasing consumer

adoption of EDVs

Increasing number of xEV vehicle designs and

types

More challenging delivery of

energy, power or both

Industry Dynamics –

Electric Drive Vehicles

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Page 28: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Celgard® Separator Base Film Alignment for

Automotive Applications

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Page 29: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Celgard Product Selection Map for

Automotive Applications

Electric Drive Vehicles (EDV)

Hybrid Electric Vehicles

(HEV)

Plug-In Hybrid Electric Vehicles

(PHEV)

Battery Electric Vehicles

(BEV)

H-Series (High Porosity Trilayer)

S-Series (High Porosity Trilayer)

Monolayer PP

Trilayer PP/PE/PP

H-Series (High Porosity Trilayer)

S-Series (High Porosity Trilayer)

Trilayer PP/PE/PP

H-Series (High Porosity Trilayer)

Q-Series (Ceramic Coated)

• High Power for Acceleration

• Ability to Withstand Frequent Charges and Discharges over the Life of the Battery

• High Power for Acceleration

• Long Battery Life

• Consistent Energy Output over an Extended Period of Time

• Vehicle Range

• Long Battery Life

• Safety

• High Cycle Life

• Unparalleled Tolerance or Resistance to Electrochemical Oxidation at Elevated Temperatures and Voltages

• Excellent Electrolyte Absorption for Fast Ion Transfer

• Sustained Separator Mechanical Integrity over the Life of the Battery

• Unparalleled Tolerance or Resistance to Electrochemical Oxidation at Elevated Temperatures and Voltages

• Low Ionic Resistance and High Porosity

• PP Outer Layers Provide High Temperature Melt Integrity (HTMI) and Oxidative Resistance

• PE Inner Layer Provides High-Speed Shutdown During a Thermal Event

• Fast Charge and Discharge Rates over the Life of the Battery

• Increased Battery Longevity and Strength

• High Battery Discharge Rate for Vehicle Acceleration

• Ability to Withstand Deep Battery Discharges

• Increased Battery Longevity and Strength

• Increased Battery Energy Density for Longer Driving Ranges

• Increased Battery Longevity and Strength

• Increased Battery Safety

APPLICATION

CELGARDPRODUCT

SOLUTIONS

APPLICATIONNEEDS

FEATURES

APPLICATION/BATTERYBENEFIT

MARKET

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Page 30: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Peaker Replacement

Distribution

Microgrid

Commercial

Residential

1

2

3

4

5

: Front-of-the-Meter, FTM: Behind-the-Meter, BTM

Markets We Serve:

Energy Storage Systems (ESS)

C&I Continuity

Wind Grid Freq. Reg.

PV Grid Freq. Reg.

Conv. Black Start

Wind Arbitrage

PV Arbitrage

Residential Peaker

Residential Off-Grid

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Page 31: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Separators for a full spectrum of CE battery Applications:

• Smart Phones

• Wearable Technology

• Tablets, Notebook Computers

• Other Portable Devices

• Cordless Power Tools

• Outdoor Power Equipment (Electric Lawn and Garden Tools)

Markets We Serve:

Consumer Electronics (CE)

Smart

Phones

Power

Tools

Laptops

Tablets

Wearable

Devices

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Page 32: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Markets We Serve:

Specialty Applications

• Implantable and Other

Medical Devices

• Military and Space

Exploration Applications

• Photographic Equipment

Separators for Other Battery Chemistries:

Separators for Primary Lithium-Ion Batteries:

• Vented Nickel Cadmium

(NiCd) Aircraft Batteries

• Zinc-Air Hearing Aid Batteries

• Ultracapacitors

• Nickel-Zinc (NiZn) Batteries

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Page 33: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

• Company and Background

• Celgard® Products and Technology

• Markets and Applications

• Summary

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Page 34: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Customer Focus Areas

Investing in Your Future

Safety

Performance

Manufacturability

Compliance

Applications Enablement

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Page 35: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

Investing in the Future

Technology for Lithium Ion

• Broadest separator portfolio• Accelerating R&D investment• Technology synergy from Asahi

Kasei Group/HIPORE

Stability and Security

• Established track record• Financial strength backed by

Asahi Kasei Group• Manufacturing capacity• Global presence

Standards and Compliance

• Intellectual Property (IP)• Environmental compliance• Responsible business practices

Celgard Value & Investing in Future

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Page 36: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

No Other Separator Supplier Can Provide ALL the

Overlapping Areas

Technical

Advantage

EconomicReputation

Cell SafetyCell

Performance

Supplier Experience

and Expertise

• Trust• Collaborative Growth• Future-proof

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Page 37: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation

• Our Charlotte, NC and Concord, NC facilities are certified to the

IATF 16949:2016 Quality Management System.

• Celgard involves all employees in quality management systems and

is certified to ISO 9001:2015.

• Celgard is committed to minimizing the environmental impact of

our business activities. We strive to meet or exceed applicable laws

and regulations at all levels, from local to international.

Commitment to Quality and the Environment

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Page 38: Celgard Introduction and Overview

© 2020 Celgard, LLC

ALL RIGHTS RESERVEDAt the Center of Battery Innovation 38