Supply Chain

Chinaʼs Industry for Separator DOMESTIC MARKET SHARE TOP 5 2025 H1

CHINESE SHARE OF GLOBAL MARKET

CAPACITY EXPANSION BILLION SQM

SEMCORP

Senior

Gellec

Sinoma Tech Huiqiang

Core Competitive Advantages

Industry Overview

Chinese separator enterprises master multiple process technologies including dry and wet processes, with products covering high-end applications. Leading enterprises like SEMCORP and Senior Technology Materials have global-leading production scale, with obvious cost competitiveness. Chinese enterprises are continuously innovating in ultra-thin separators and ceramic-coated separators.

Separator is a core component of lithium-ion batteries, with Chinese enterprises having occupied absolute advantage in the global market. 2024 global separator shipments were approximately 4 billion sqm, with Chinese enterprises accounting for over 87% market share. SEMCORP, Senior Technology and other enterprises have achieved dominant positions.

Source: itdcw, SMM, GGII, EVTANK

In 2025, SEMCORP leads with 45% market share, with Senior following at 19%, together accounting for 64% of the market. The top five enterprises account for about 87% of the market. Technologically, Chinese enterprises lead in dry, wet, and ceramic-coated separators. Ultra-thin separator products have achieved commercialization, with thickness reaching below 5 micrometers.

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