LG Energy Solution aims to commercialize its dry-coating battery technology.

Gaishe Automotive News reports, citing foreign media, that LG Energy Solution Ltd. aims to commercialize its dry-coating battery technology by 2028. This innovative battery production method is poised to be a "game-changing" technology, enabling the company to strengthen its competitive edge.

Kim Je-Young, who became LG Energy Solution’s Chief Technology Officer last December, announced that the company plans to complete the pilot production line for its dry-coating technology by the fourth quarter of this year and begin mass production in 2028. This marks the first time LG Energy Solution has disclosed a timeline for commercializing the technology. Kim Je-Young estimates that the dry-coating process could reduce battery production costs by 17% to 30%. By adopting dry-coating technology, battery manufacturers can significantly cut energy consumption, lower equipment costs, and save valuable space—while eliminating the need to invest in drying ovens or solvent recovery systems. Meanwhile, PowerCo, Volkswagen’s battery subsidiary, is also exploring the development of dry-coating technology. The company describes this innovation as a "game-changer," promising to slash energy usage by 30% and shrink the footprint required for battery production by 50%.
The battery primarily consists of three components: two electrodes (an anode and a cathode), and an electrolyte that facilitates the transfer of charge between the two electrodes. The materials used to manufacture these components determine the battery's energy storage capacity as well as its cost. Kim Je-Young stated that LG Energy Solution is developing a dry electrode production process that can be applied simultaneously to both the cathode and anode, regardless of the size of the cathode particles. However, he added that implementing this dry electrode technology for smaller cathode particles would pose significant challenges. Speaking in an exclusive interview with foreign media at the company’s Seoul headquarters, Kim Je-Young emphasized, "Among our battery competitors, LG Energy Solution is at the forefront of dry coating technology. We actually began working on this ten years ago."
LG New Energy is betting on groundbreaking innovative technologies like dry coating to strengthen its competitiveness against Chinese battery manufacturers. So far, LG New Energy’s market share in the electric vehicle battery sector has dropped to 12.6%, down from 14.6% just one year ago—largely due to the rapid expansion of Chinese companies such as CATL and BYD. According to data from BloombergNEF, as of April this year, the average price of lithium iron phosphate (LFP) batteries in China plummeted by 44%, falling to $53 per kilowatt-hour. Currently, companies ranging from Tesla to Samsung SDI are actively developing dry-coating technology, aiming to replace the energy-intensive wet-process methods traditionally used in manufacturing key battery components like cathode and anode electrodes. As demand for electric vehicles cools, the need to find more cost-effective and environmentally friendly battery production methods is becoming increasingly urgent.
According to a report released by SNE Research in April, in addition to Tesla, companies such as Panasonic, CATL, EVE Energy, and Svolt Energy Technology are also developing dry-coated electrode technology for use in high-energy-density 4680 batteries. (This article is from Gasgoo.)

Translated from Sina Auto

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