With the escalation of the war, the international supply of neon, palladium and other raw materials needed for chip production may be disturbed. China is stagnant in the field of chips and mask aligner, and needs independent R&D and production urgently.
The newly released data shows that in 20021year, Huawei's revenue was about 634 billion RMB. It looks very good, doesn't it? But you should know that Huawei's revenue in 2020 is 891400 million RMB, which is nearly 30% lower than last year.
The reason, as we all know, is that the chip is limited, which leads to a sharp drop in smartphone production and an overall decline in revenue. With the rapid escalation of the Russian-Ukrainian incident, in 2022, the chip industry is also not optimistic. A shares have already told us the answer.
China is a traditional manufacturing power, but after two years of trade war, technical shortcomings have emerged one by one. In addition to chips and mask aligner, there are still many fields stuck in the neck, and there is still a long way to go for the localization of cutting-edge technologies in these fields. For example, in this year's hot new energy technology, the lithium battery diaphragm is also one of the technologies that jam the neck.
Lithium-ion battery is mainly composed of positive electrode, negative electrode, separator and electrolyte. Among the four core materials, the anode and cathode materials and electrolyte have been localized, but the diaphragm is still short. Domestic separators mainly supply low-end 3C battery market, while high-end separators still rely heavily on imports. The lack of core patents and key materials such as separators has not only become unbearable pain for domestic lithium-ion batteries, but also hindered domestic lithium-ion battery enterprises from "going out".
What is a lithium battery separator? What's the role?
As one of the key internal components, the diaphragm can even be called the "third electrode", and its importance can be seen. Its existence mainly plays the following two roles.
First, as an insulating layer. The existence of insulating layer can effectively prevent the short circuit caused by the contact between anode and cathode in lithium battery.
Second, as a semi-permeable layer. The semi-permeable layer can prevent larger molecules from passing through and allow smaller charged ions to pass through, which can improve the concentration difference near the anode and cathode and is beneficial to the diffusion of ions, thus improving the storage efficiency of lithium batteries.
The internal chemical reaction of lithium battery plays an important role in isolation and penetration, and the existence of external physical reaction diaphragm is also very important. When a lithium battery is squeezed by an external hard object and causes a puncture, the existence of the diaphragm is equivalent to adding an extra layer of insurance to the lithium battery, which usually ensures that the lithium battery pack will inflate only when it is impacted by an external object, instead of exploding directly.
As a kind of ceramic coating, the coating agent for lithium battery separator is coated on the positive and negative separators of lithium battery, which plays the role of heat resistance, high temperature resistance and insulation, thus preventing the short circuit of power battery caused by overheating and melting of the separator. It can be said that the excellent performance of the separator has an important influence on the quality of lithium batteries.
What is the standard of diaphragm?
At present, there is no standard to measure the quality of battery parameters in China, but the battery separator thickness is the first parameter in the battery physical and chemical standards of American Advanced Battery Alliance (USABC), which shows the importance of battery separator thickness.
Thickness is related to internal resistance, and the thinner the thickness, the smaller the internal resistance, thus realizing high-power charging and discharging. Under a certain mechanical strength, the smaller the better, and the thicker the puncture strength, the better.
The measurement of diaphragm thickness is inseparable from X-ray.
In the highly automated diaphragm production line, high-precision on-line non-contact thickness gauge is used to detect the thickness of diaphragm, among which X-ray thickness gauge is the most widely used.
The principle of X-ray on-line thickness gauge is to measure by using the effect of absorption or scattering by the substance when the ray interacts with the substance. It converts the attenuation of light passing through the diaphragm into the thickness of the diaphragm, which means that the thickness needs to be detected in a short time, and the accuracy and stability of the detection must be guaranteed in the process.
The main advantages of X-ray thickness gauge are good environmental adaptability, continuous non-contact measurement, consistent transverse and longitudinal thickness, high measurement accuracy and fast measurement time.
Conclusion:
With the intensification of competition between electronic market and new energy market, higher requirements are put forward for the core competitiveness of lithium-ion battery industry. Although China has been trying to catch up, the gap cannot be narrowed overnight. The world's science and technology are changing with each passing day, and the level of high-end science and technology in China should also be accelerated.
Through the automatic control of X-ray thickness gauge and the difficulties of enterprises in China, on the one hand, precious raw materials are saved, on the other hand, high-quality and lean production output of products is ensured. It can be said that the X-ray thickness gauge is also the secret weapon to speed up China Zhizao.
Under the changeable and increasingly chaotic world situation, it is an important tool for China to achieve overtaking in corners to solve the technical problem of sticking neck in the field of new energy as soon as possible.