二次電池乾電極製程技術：發展趨勢/市場展望（至2035年）

<2026> Dry Electrode Process Technology for Secondary Batteries: Development Trends and Market Outlook (~2035)

出版日期: 2026年06月09日 | 出版商:

SNE Research | 英文 375 Pages | 商品交期: 請詢問到貨日

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簡介目錄

近年來，乾電極製程作為下一代電池製造的核心技術之一，在全球電池產業備受關注。乾電極技術在電動車、儲能系統、固態固態電池和鈉離子電池等多種電池應用領域日益受到重視。全球電池製造商越來越意識到，掌握乾電極技術是增強未來競爭力的關鍵因素。

在乾電極製程中，活性材料、導電添加劑和黏結劑無需溶劑直接混合，然後透過軋延、加壓和層壓等製程製造電極。據估計，省去乾式製程和NMP回收設備可降低約20-40%的總能耗和約15-30%的生產設備資本支出。此外，由於縮短了生產線並減少了廠房空間，該工藝在大規模電池生產中具有顯著優勢。

特斯拉是乾電極技術領域的領先公司之一。 2019年，特斯拉收購了Maxwell Technologies公司，以確保其乾電極技術的領先地位。此後，特斯拉將乾電極製程作為其下一代4680圓柱形電池的核心技術。最初，特斯拉主要採用乾陽極和濕陰極相結合的混合方法。然而，根據最近公佈的專利US2025/0364562，特斯拉似乎透過引入複合黏合劑系統解決了將乾電極製程應用於陰極時遇到的挑戰。此方法是將PVDF、PEO和PE等聚合物黏合劑與PTFE混合。這些額外的黏合劑被認為可以覆蓋活性材料表面，形成保護層，從而防止PTFE與電極活性材料直接接觸。

具體而言，與傳統的圓柱形電池相比，4680電池需要更厚的電極和更高的面積容量。此外，4680電池採用片狀結構以實現高功率和高能量密度，這意味著乾電極技術的優勢與其性能和製造要求直接相關。

本報告探討了二次電池產業的關鍵技術議題，包括碳中和製程開發的必要性、傳統濕式製程面臨的挑戰以及乾電極製程目前面臨的挑戰。報告分析了乾電極製程的現狀和近期發展前景。此外，報告也介紹了二次電池產業企業最新的乾電極製程開發趨勢，以及許多企業在全固態電池技術的最新進展。

本報告的特點

（1）對乾電極製程的背景和發展進行全面的技術說明。
（2）詳細說明與各種乾電極製程和電極製造相關的關鍵問題
（3）詳細比較乾法和濕式製程的優缺點，包括它們在電池中的應用。
（4）乾電極製程在新一代全固態電池的應用詳盡技術說明
（5）有關國內外電極加工、材料和製造設備相關企業的發展趨勢的詳細資訊。
（6）各國政府資助的乾電極研究計畫概述、主要目標和活動
（7）包括主要研究公司對乾電極製程的市場展望。

乾電極應用市場概述
一種採用乾電極技術的極具前景的電池
採用乾電極技術的電池具有廣泛的應用前景
4680電池和乾電極：展望與市場分析
固態固態電池和乾電極：未來大規模生產的核心平台
鈉離子電池（SIBs）和乾電極
LFP電池和乾電極
用於儲能系統的鋰離子電池+鈉離子電池產能展望
針對電動車+儲能系統應用的46xx電池的設計與生產能力預測。
採用乾式製程技術的46xx系列電池產能展望（適用於電動車+儲能系統應用）
採用乾電極製程的磷酸鋰鐵電池在儲能系統應用上的產能前景
採用乾式製程的全固態電池產能展望
採用乾式製程的電池產能展望。

簡介目錄

Product Code: 292

<2026> Dry Electrode Process Technology for Secondary Batteries - Development Trends and Market Outlook (~2035)

Recently, the dry electrode process has emerged as a key next-generation battery manufacturing technology in the global battery industry. Interest in dry electrode technology is rapidly growing across various battery applications, including EVs, ESSs, all-solid-state batteries, and sodium-ion batteries (SIBs). Global battery manufacturers increasingly recognize securing dry electrode technology as a critical factor in strengthening their future competitiveness.

The dry electrode process manufactures electrodes by directly mixing active materials, conductive additives, and binders without the use of solvents, followed by processes such as rolling, pressing, and lamination. By eliminating the drying process and NMP recovery equipment, the technology is estimated to reduce process energy consumption by approximately 20–40% and capital expenditures (CAPEX) for manufacturing facilities by approximately 15–30%. In addition, shorter production lines and reduced factory space requirements make the process highly advantageous for large-scale battery manufacturing.

Tesla is one of the leading companies in dry electrode technology. Tesla began securing dry electrode technology through its acquisition of Maxwell Technologies in 2019 and has since applied the dry electrode process as a core technology in the development of its next-generation 4680 cylindrical battery cells. Initially, a hybrid approach combining a dry anode with a wet cathode was primarily adopted. However, Tesla appears to have addressed the application of the dry process to cathodes by introducing a composite binder system, as disclosed in its recent patent US2025/0364562. In this approach, polymer binders such as PVDF, PEO, and PE are blended with PTFE. These additional polymer binders are believed to coat the surface of the active material, forming a protective layer that prevents direct interaction between PTFE and the electrode active material.

In particular, 4680 battery cells require significantly thicker electrodes and higher areal loading than conventional cylindrical cells. They also employ a tabless structure to achieve high power output and high energy density, making the advantages of dry electrode technology directly relevant to their performance and manufacturing requirements.

Dry electrode technology is even more significant in the field of all-solid-state batteries. Many industry experts believe that, as all-solid-state batteries move toward commercialization, the dry electrode process is likely to become an essential manufacturing platform rather than merely an optional technology.

However, solid electrolytes used in all-solid-state batteries, including sulfide-, oxide-, and halide-based electrolytes, are sensitive to moisture and organic solvents, which can cause interfacial reactions or performance degradation during wet slurry processing. Sulfide-based electrolytes, in particular, require special handling during manufacturing due to the risk of generating hydrogen sulfide (H₂S) upon exposure to moisture.

For this reason, dry-based manufacturing methods such as dry mixing, dry film formation, and dry lamination offer significant advantages in all-solid-state battery production. Since the dry electrode process does not use solvents, it can help maintain the stability of solid electrolytes while improving particle-to-particle contact and reducing interfacial resistance.

One of the major technical challenges facing all-solid-state batteries is achieving sufficient interfacial contact between the cathode and solid electrolyte, as well as between the anode and solid electrolyte. Recent studies have reported that dry co-rolling and hot pressing can improve particle contact and reduce porosity, thereby enabling strong electrochemical performance. In fact, dry-processed all-solid-state batteries have demonstrated high energy densities exceeding 300 Wh/kg and cycle life of several hundred charge-discharge cycles, highlighting their potential for commercialization.

In addition, as all-solid-state batteries inherently involve high manufacturing costs, the cost-saving benefits of the dry electrode process become even more important. Eliminating drying equipment, simplifying manufacturing processes, and reducing energy consumption can significantly lower overall production costs. These benefits are expected to play a key role in ensuring the economic viability of future mass production of all-solid-state batteries.

Major battery and automotive companies, including Toyota, Nissan, LG Energy Solution, Samsung SDI, and CATL, are also actively developing dry electrode technologies for all-solid-state batteries and other next-generation batteries. In particular, around 2030, when the commercialization of all-solid-state batteries is widely anticipated, the dry electrode process is likely to become a de facto standard manufacturing platform.

This report aims to provide an outlook on the current status and near-term future of dry electrode processing by examining key technical topics, including the need for carbon-neutral process development in the rechargeable battery industry, challenges associated with conventional wet processes, and current issues in dry electrode processing. It also provides information on the latest dry electrode process development trends among rechargeable battery industry players, as well as recent developments in all-solid-state battery technologies across a wide range of companies.

Strong Points of This Report

(1) Comprehensive technical coverage of the background and development of dry electrode processes
(2) Detailed explanations of different types of dry electrode processes and key issues associated with electrode manufacturing
(3) In-depth comparison of the advantages and disadvantages of dry and wet processes, including their application to battery cells
(4) Detailed technical coverage of the application of dry electrode processes to next-generation all-solid-state batteries
(5) Detailed information on development trends among domestic and global companies involved in electrode processing, materials, and manufacturing equipment
(6) Coverage of government-supported dry electrode research projects by country, including their key objectives and activities
(7) Market outlooks for dry electrode processes from major research firms

1. Dry Electrode Process for Secondary Batteries

1.1 Need to Develop Carbon-Neutral Processes in the Secondary Battery Industry
1.2 Need for Developing Thick Electrodes for Secondary Batteries
1.3 Issues in Wet-Based Electrode Manufacturing Processes
1.4 Background for Introducing Dry Processes
1.5 Development of Dry Electrode Processes
1.6 Types of Dry Processes
1.7 Issues in Dry Processes
1.8 Comparison of Dry and Wet Processes
1.9 PTFE Fibrillation

2. Application of Dry Processes to Next-Generation Secondary Batteries

2.1 Need to Apply Dry Processes to All-Solid-State Batteries
2.2 Case Studies on Applying Dry Electrode Processes to All-Solid-State Batteries

3. Development Trends by Company/Institution

3.1 Dry Process Development Trends in Domestic and Overseas Industries
3.2 Development Trends of Korean Companies
3.3 Development Trends of Overseas Companies
3.4 Development Trends of Equipment Companies
3.5 Development Trends of Universities and Research Institutes

4. Research Projects by Country

4.1 United States and European Union
4.2 EU Projects
4.3 Korea
4.4 Japan and China
4.5 United Kingdom and Australia

5. Market Outlook for Batteries Applying Dry Electrodes(~2035)

5.1 Market Overview for Dry Electrode Applications
5.2 Promising Batteries for Dry Electrode Technology Application
5.3 Promising Application Areas for Batteries Using Dry Electrode Technology
5.4 4680 Cells and Dry Electrodes: Outlook and Market Insights
5.5 All-Solid-State Batteries and Dry Electrodes: A Core Platform for Future Mass Production
5.6 Sodium-Ion Batteries (SIBs) and Dry Electrodes
5.7 LFP Batteries and Dry Electrodes
5.8 Capacity Outlook for LIBs + SIBs for ESS Applications
5.9 Outlook for Design Capacity vs. Actual Capacity of 46xx Batteries for EV + ESS Applications
5.10 Capacity Outlook for 46xx Batteries Applying Dry Processes for EV + ESS Applications
5.11 Capacity Outlook for LFP for ESS Applications Applying Dry Electrode Processes (GWh)
5.12 Capacity Outlook for All-Solid-State Batteries Applying Dry Processes
5.13 Capacity Outlook for Batteries Applying Dry Processes