1. Thickness iteration accelerates, and technical barriers continue to break through
Mainstream thickness range: The current industry generally uses 10-20μm aluminum foil, but leading companies such as Wuxing Aluminum have mass-produced 7μm products, and Gui Aluminum New Materials' 8μm ultra-thin battery foil has achieved a technological breakthrough;
Extreme challenge: Qingzhen companies successfully trial-produced 0.006mm (6μm) double-zero foil, but power battery foil has not yet been applied on a large scale due to higher performance requirements;
Performance balance: Tensile strength ≥260MPa and elongation above 3% become the baseline for 12-13μm products
2. Technical breakthroughs behind thickness reduction
Material innovation: Use 99.8% high-purity aluminum liquid and special alloy formula (such as 1100, 1235 alloy) to improve ductility;
Process upgrade: Intelligent rolling equipment achieves stable production of 1.6-meter wide 8μm aluminum foil, and the surface pinhole density is optimized to the industry-leading level;
Coating technology: Functional coating increases the dyne value to more than 50dyn, enhancing the electrode bonding strength.
3. Market drivers and future trends
Demand for new energy vehicles: The amount of aluminum used in a single vehicle reaches 280kg, and thinning the aluminum foil by 1μm can reduce the battery weight by 2.3%;
Cost game: Although the 6μm technology has been verified in the laboratory, the insufficient mass production yield leads to a price 40% higher than that of 8μm products;
Global competition: China's production capacity accounts for 60% of the world, but Japanese companies are temporarily leading in the 3-5μm pre-research field.
Industry consensus: 2025 will be a critical node for the popularization of 8μm and the development of 6μm. Every 1μm decrease in thickness requires crossing three thresholds of materials, equipment, and technology.
