VFBATTERY REPORT

Cell Design and Materials: Li-Ion

Pages 297–359 (63 pages)

Battery Report 2025, page 347: Cell Design and Materials: Li-Ion

Companies on this page · in the Battery Business Directory

Text on page 347

Top 10 Silicon Anode Players - Global Leadership & Operational Milestones 2 of 2

OneD

Shanshan (杉杉)

IOPSilicon Tianmulake)

Zhide

Putailai (璞泰来)

AAM or Battery

AAM

AAM

AAM

AAM

AAM

HQ

Palo Alto, CA

Ningbo, China

Liyang, China

Jinhua, China

Shanghai, China

Year Founded

Employees

Not listed

Type

Private

Public SHA 600884

Private

Private

Public SHA 603659

Total $ Raised

Not available

Not available

Not available

Funding Stage, Date

Series C, Jun 2023

Public

Not disclosed

Series D1, Aug 2024

Public

Valuation / Market Cap

30.25B CNY

Not available

59.22B CNY

Technology Approach

Silicon nanowires in graphite particles

Si-C, SiOx, Graphite (both)

Si-C, SiOx, hard carbon, Solid Electrolyte Series

Silicon nano-particles in carbon matrices

SiOx/Si-C; integrated coating/foil/equipment ecosystem

Application(s) Targeted

EV

EV, Consumer, ESS

EV, Consumer/ ESS

Consumer electronics, EV

EV, Consumer, ESS

2025 Progress

JDA with Putailai

Indonesia anode plant Phase-1 80 kt/y; Si-based mass production advancing

Reported domestic mass Strengthening the domestic production; partner page claims China supply chain for capacity 8,000 t/yr high-end electronics

H1ʼ25 Si-C trial production; JDA with OneD

Others in Top 20 Source: Shanshan 2025 interim, Mitsui Research: OCSiAl collaboration, Putailai trial production, OneDSinanode, IOPSILICON, Silicon Battery Market Size

Extracted from the PDF; charts and images may read imperfectly.

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