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1
Lithium Rechargeable Battery Startups Map 2020 –
Investment Opportunities
Samuel De-Leon
www.sdle.co.il
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Potential Rechargeable Battery Technologies for Break-Through
⚫ Lithium Ion Silicon based anode
⚫ Li-Ion Solid Electrolyte
⚫ Lithium Sulfur
⚫ Lithium Metal
⚫ High Voltage Li-Ion
⚫ Li-Air
Li-Ion Battery is Fast Growing Market
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Li-Ion Battery Supply Chain
Lithium Rechargeable Battery R&D Players
• University: Stanford University, CA, USA
• Research Institute: Battelle, OH, USA
• Existing Industry Company: Murata, Japan
• Startup Company: Battrion, Switzerland
Startup definition: “A startup is a human institution
designed to create a new product or service under
conditions of extreme uncertainty.”
Lithium Rechargeable Battery Startups Business Model
A business model - explains which problem the startup
chooses to solve, why the solution works better than competing
ones or why the solution cost is better then other market
solutions.
Lithium Rechargeable Battery Startups Estimated Value
Licensing – Selling the right to use Technology IP exclusively or
to many (Lower value, Low investment)
Pilot production and licensing – Pilot production as a
technology demonstrator and licensing (Higher value, Medium
investment)
Manufacturing – All the way from technology development to
full manufacturing (Higher value, High investment)
Lithium Rechargeable Battery Startups Classification
Startups develop:
• Battery materials
Nexeon, UK - Silicon Anode
• Manufacturing Process
Nanoramic, MA, USA
• Full Li-Ion cells
Enovix, CA, USA
Lithium Rechargeable 141 Startups Market 2020
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0 5 10 15 20 25 30 35
Li-Ion Zero Volt Technology
Electrode Coating
Li-Ion Current Collectors
Recycling Li-Ion cells
Lithium Air Cells
Li-Ion Separators
Li-Ion Pouch Flexible Cells
Li-Ion Electrolytes
Li-Ion Cathodes
Fast Charging Li-Ion cells
Lithium Sulfur & Lithium Metal Cells
Li-Ion Silicon Anodes cells
Li-Ion Anodes
Solid Electrolyte Li-Ion cells
* Li-ion battery materials and cells only
Lithium Rechargeable 141 Startups Market 2020 Geography
* Li-ion battery materials and cells only
96
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5
4
32
22
22
1 1
1
1
11 1
1
1
USA
Korea
Israel
UK
France
Swisserland
China
Germany
Japan
Poland
Taiwan
Australia
Chezh Republlic
Denmark
Estonia
Finland
Hong-Kong
Netherlands
Norway
Russia
USA 96
Korea 7
Israel 6
UK 5
France 4
Swisserland 3
China 2
Germany 2
Japan 2
Poland 2
Taiwan 2
Australia 1
Chezh Republlic 1
Denmark 1
Estonia 1
Finland 1
Hong-Kong 1
Netherlands 1
Norway 1
Russia 1
Culture difference – USA, Kora, Israel, France encouraging startups model – Other
countries focus on Academy or Large companies' technology development
Amprius
Jenax
http://jenaxinc.com/product/batteries/
https://www.youtube.com/watch?v=CzHdew6iid0
Storedot
Enevate Corp (Si Anode – NMC Cathode)
14http://www.enevate.com/
Enovix
15http://www.enovix.com/
Li-Ion cells with 100% Silicon anode
Solid Power (Li Anode + Solid Electrolyte)
https://solidpowerbattery.com/
Prologium (Li Anode + Solid Electrolyte)
Solid Energy (Li Anode + Solid Electrolyte)
Oxis Energy (Li-Sulfur)
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Summary
• Lithium Rechargeable Batteries: Attractive grow market
• We found 141 different startups worldwide
• Majority of startups locate in the USA
• Solid electrolyte and silicon anode are most popular
• Some startups are in a very promising stage and deliver
cell prototypes per request
Shmuel De-Leon Energy market report: Rechargeable Lithium Battery Startups Map and Market Review 2020
Shmuel De-Leon Shmuel De-Leon Energy Ltd
Information for presentation obtained by:
1. Public web sources.
2. Shmuel De-Leon Battery/Energy Sources DataBase ® (Includes 15000 cell PDF data sheets ) https://www.sdle.co.il/product/battery-database/
3. Shmuel De-Leon Energy market report: Rechargeable Lithium Battery Startups Map and Market Review 2020 - https://www.sdle.co.il/product/rechargeable-lithium-battery-startups-map-and-market-review-2019/
