Producer
Semcorp (Sinoma Lithium Battery Separator / Senior)
Chinese battery separator company (formerly Sinoma Lithium Battery Separator; listed on STAR market; HQ Nanjing Jiangsu); one of China's fastest-growing battery separator producers by capacity, targeting domestic CATL, BYD, and CALB supply alongside export markets. Chinese separator manufacturers have rapidly expanded capacity in 2021-2024, reducing China's historic dependence on Japanese and Korean separator imports. Chinese separators now supply majority of Chinese battery market volume; quality has improved to meet NMC chemistry requirements alongside simpler LFP applications.
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Wet-Process Battery Separators
70%Dry-Process Battery Separators
20%Export & International Markets
10%
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Concentration2024
The global lithium battery separator market has undergone a rapid Chinese-led consolidation in 2020-2024. In 2018, Japanese producers (Asahi Kasei, Toray, UBE) supplied the majority of high-performance separator film globally. By 2024, Chinese producers — led by Semcorp, Yunnan Energy New Materials, and Senior Technology — supply the majority of global separator volume and a rapidly growing share of high-performance ceramic-coated separators. This transition was driven by CATL and BYD's scale demands outpacing Japanese producer capacity expansion, combined with Chinese government preferential financing for domestic battery material producers. The battery supply chain corollary: Western EV makers using CATL or BYD cells are now indirectly dependent on Chinese separator producers regardless of any attempts to diversify away from Chinese battery cells.
Benchmark Mineral Intelligence ↗Origin2023
Semcorp (formerly Senior Technology Material / Sinoma Lithium Battery Separator) emerged from China's rapid scale-up of domestic battery component manufacturing in the 2016-2022 period. China was historically dependent on Japanese (Asahi Kasei, Toray, UBE) and Korean (SK, W-Scope) separator imports for its lithium battery industry. As domestic demand from CATL, BYD, and CALB surged and China's government identified separator self-sufficiency as a strategic objective, Chinese producers including Semcorp, Yunnan Energy, and Senior Technology received policy support and investment to build wet-process and dry-process separator capacity at scale. Semcorp represents the new generation of Chinese battery material companies built specifically to close China's remaining import dependencies in battery component supply chains.
Semcorp (Senior Technology Material Co., Ltd.) ↗