SMM December 16 News:
Key Points: Shenzhen AONE New Materials has released its self-developed new silicon carbon anode adhesive, J ONE. This product features a unique molecular structure design that combines high strength with high flexibility, effectively suppressing the expansion of pure silicon anodes and more than doubling the cycle life compared to traditional systems. It also withstands harsh electrolyte environments, marking a critical breakthrough in the mass production application of high-silicon/pure silicon anode batteries.
Shenzhen AONE New Materials Co., Ltd. has independently developed the new-generation adhesive J ONE, which offers durability and high strength-flexibility balance in harsh electrolyte conditions, ushering in a new era for the mass production of high-silicon/pure silicon anode batteries.
I. Current Status of Silicon Anode Adhesive Technology and AONE’s Breakthrough
The silicon-based anode adhesive market currently relies primarily on improved traditional systems, such as "CMC + SBR" or "PAA-based adhesives," applied in silicon oxide (SiOx) or low-content silicon-carbon composite materials. These materials have relatively low cycle life requirements (typically 300–500 cycles), for which existing adhesives are still adequate. However, when applied to high-silicon carbon (silicon content > 50%) or pure silicon-carbon anodes, their limitations become evident: PAA-based polymers offer high strength but poor flexibility, while SBR provides high flexibility but low strength. Due to their significant polarity differences, they fail to achieve effective synergy in high-silicon or pure silicon-carbon anode applications, resulting in inadequate expansion suppression and limited cycle life.
AONE’s new J ONE adhesive, through its unique molecular structure design, combines high strength and high flexibility. It tightly encapsulates pure silicon-carbon anode particles and forms a flexible network, controlling electrode expansion within an acceptable ideal range and increasing cycle life to more than twice that of traditional "PAA + SBR" systems. This makes the commercial application of pure silicon-carbon anodes in the 3C digital sector a reality.
II. Features of AONE J ONE Silicon Carbon Anode Adhesive
1. Electrolyte tolerance: Based on J ONE’s microphase separation structure, it blocks electrolyte solvent penetration paths, reducing the adhesive’s swelling rate in the electrolyte to below 50% while maintaining good mechanical properties.
2. Expansion suppression capability: In pure silicon-carbon anodes, through the synergistic effect of covalent and hydrogen bonds, it effectively buffers volume changes and prevents active material detachment.
3. Balance of strength and elongation: After immersion in electrolyte, its tensile strength is more than five times that of SBR, with an elongation at break exceeding 200%, forming a rigid-yet-flexible interfacial protective layer.
4. Significant improvement in electrical performance: It maintains stable interfacial impedance even under high-voltage conditions of 4.5 V, enabling high-silicon full cells to achieve > 1,000 cycles with a capacity retention rate of over 80%.
III. AONE J ONE-U8 Adhesive Technology
AONE is launching an iterative adhesive, J ONE-U8, which integrates multiple materials and engineering technologies to develop a multi-composite conductive adhesive suitable for high-proportion silicon-carbon applications. J ONE-U8 represents a new generation of adhesives that simultaneously offer high strength, high flexibility, and high conductivity.
This technological breakthrough by AONE follows a series of original and disruptive products, such as new PAA, SBR, and S ONE. The J ONE adhesive inaugurates a new era for the 100% use of pure silicon-carbon anodes, further advancing the lithium battery industry to new heights. Note: PAA refers to the A ONE, P ONE, and BTP polyacrylate multipolymer water-based adhesive launched by AONE; SBR refers to the B ONE-Z series styrene-butadiene water-based adhesive based on acrylic copolymer modification launched by AONE; S ONE refers to the integrated conductive water-based adhesive launched by AONE.
According to SMM forecasts, all-solid-state battery shipments will reach 13.5 GWh by 2028, while semi-solid-state battery shipments will reach 160 GWh. Global lithium-ion battery demand is projected to reach approximately 2,800 GWh by 2030, with the EV sector's lithium-ion battery demand showing a CAGR of around 11% from 2024 to 2030, ESS lithium-ion battery demand at a CAGR of about 27%, and consumer electronics lithium battery demand at a CAGR of roughly 10%. Global solid-state battery penetration is estimated at about 0.1% in 2025, with all-solid-state battery penetration expected to reach around 4% by 2030, and global solid-state battery penetration potentially approaching 10% by 2035.
**Note:** For further details or inquiries regarding solid-state battery development, please contact:
Phone: 021-20707860 (or WeChat: 13585549799)
Contact: Chaoxing Yang. Thank you!
