Many people say that Tesla is expensive because it uses lithium batteries. Its advantage is that it has a large capacity per unit volume, which can greatly reduce the self-weight of the car and is also conducive to the improvement of cruising range, but often good technology will create higher costs, which is not difficult to explain why Tesla is so expensive. After all, BYD takes the civilian route, so it will pay more attention to cost. Compared with lithium cobalt oxide battery, the lithium phosphate battery it uses has little advantage. Lithium phosphate battery has a low energy density. If you want to increase the cruising range, you must increase the battery's own weight, but the cost is really beyond Tesla's affordability.
In fact, from the positioning of the vehicle, it determines the price of the vehicle. The positioning of Tesla products is very clear, luxurious and high-end; Second, electric; Three or four doors; Fourth, the coupe, personally feel that BYD's product positioning is not so clear. Different product positioning creates different ways of publicity. I have to admit that Tesla is much better than BYD in this respect. If the vehicles are all high-end products, the price will naturally be high, but BYD's products are not bad, just to let consumers get more benefits.
At present, Tesla is holding hands with Contemporary Ampere Technology Co., Ltd., BYD bears the brunt, and the pressure will definitely be greater. BYD's urgent task is how to really separate the battery business.
Tesla, which just took away the 20 19 global new energy sales champion from BYD, has made new moves at the beginning of the new year in 2020.
Tesla recently announced that Contemporary Amperex Technology Co., Ltd. will become its new partner, and the details of the cooperation will be further announced in the "Battery Day" in April. Contemporary Ampere Technology Co., Ltd. said in an interview with CBN that it would not comment on this and the future announcement would prevail.
Tesla won three "trump cards"
Tesla and BYD have always been old rivals in the field of new energy vehicles in the world. Taking advantage of the rapid development of China's new energy vehicle market, BYD has been the global new energy vehicle sales champion for four consecutive years since 20 15. However, Tesla obviously overtook at 20 19.
Affected by many factors, such as the sharp drop in subsidies and the switch from the national five to the national six standards, BYD sold 229,500 new energy vehicles in 2065,438+09, down 7.39% year-on-year. Tesla delivered 367,500 new cars around the world last year, achieving a 50% year-on-year increase, which was driven by favorable factors such as the best-selling Model 3, repeated price cuts and the establishment of a factory in China, among which Model 3 brought it sales of 300,000 vehicles throughout the year.
With the rapid growth of production and sales, Tesla also has a new layout on the power battery that is regarded as the "heart" of new energy vehicles. The Catalogue of Recommended Models for the Promotion and Application of New Energy Vehicles (20 19 Batch 1 1) released by the Ministry of Industry and Information Technology in June last year revealed that Tesla changed its battery procurement and no longer had a soft spot for Panasonic, but added LG Chem.
As the company with the largest installed capacity of power batteries in the world, Contemporary Ampere Technology Co., Ltd. has orders from most domestic and foreign mainstream automobile manufacturers, such as BMW, Volkswagen, Toyota, Volvo, SAIC, BAIC, Guangzhou Automobile, etc. Last year, its leading position in the domestic power battery field became more and more obvious, and some automobile companies began to carry NCM81Kloc-0/power batteries of Contemporary Amp Technology Co., Ltd. one after another. According to the data of China Automotive Power Battery Industry Innovation Alliance, the load of power batteries in China was 62.2GWh in 20 19, up 9.2% year-on-year. Among them, the loading capacity of Contemporary Ampere Technology Co., Ltd. is 3 1.46GWh, and its market share is 50.58%.
It is worth noting that at present, Tesla Model 3 mainly uses cylindrical batteries, and the cooperative Contemporary Amp Technology Co., Ltd. mainly produces square batteries. This means that Tesla is likely to change the technical route and chassis design, which will greatly change the overall design.
Zhang Qiang, an analyst in the automotive industry, believes that the technical standards and principles adopted by square and cylindrical batteries are very different. Compared with cylindrical batteries, square batteries have extra points in safety. The cooperation with China local battery supplier Contemporary Ampere Technology Co., Ltd. not only reduces the possible trade risks brought by foreign batteries, but also improves Tesla's bargaining power as an automobile manufacturer.
BYD's "Crisis"
Elon musk, CEO of Tesla, happily performed a "family dance" at the delivery ceremony of the first batch of social users of domestic Model 3 held in Shanghai Super Factory last month. With Model 3 and the new car Model Y put into production in the Shanghai factory, and Contemporary Ampere Technology Co., Ltd. will soon join Tesla's battery supply, Tesla expects that the global delivery will easily exceed 500,000 units in 2020. Musk recently announced that its new Model Y will be delivered in March this year, nearly half a year ahead of the original delivery target this fall.
BYD, which was robbed of the domestic power battery sales crown by Contemporary Ampere Technology Co., Ltd. and the global new energy vehicle sales crown by Tesla, is being attacked from both sides, and its domestic new energy vehicle sales crown is also being threatened.
In recent years, BYD's annual car sales have been hovering between 400,000 and 500,000 vehicles. However, due to the continuous decline of China's new energy vehicle market since July last year, BYD is under increasing pressure and is taking various measures to deal with it. Since becoming a battery supplier of Toyota, we signed a joint venture agreement in June last year165438+1October, and established a research and development company for pure electric vehicles. The new company will be established in China in 2020 to carry out the design, research and development of pure electric vehicles, platforms and components used in the vehicles.
BYD has been self-sufficient in the supply of power batteries for new energy vehicles, so its battery shipment scale has been overtaken by Contemporary Ampere Technology Co., Ltd.. In 20 18, the battery shipment of Contemporary Ampere Technology Co., Ltd., which holds orders from many car companies, was twice that of BYD. At present, the gap between the two has further widened. In addition, Contemporary Ampere Technology Co., Ltd. also uses technology to reduce the cost of batteries. At the 20 19 Frankfurt Motor Show, CTP (direct integration of battery into battery pack) technology was introduced. The energy density will increase by 10%~ 15%, and the estimated cost will be reduced by about 30%. Tesla's hand in hand with Contemporary Ampere Technology Co., Ltd. is considered to be based on the consideration of reducing costs to a certain extent.
In the face of the menacing Tesla, if the cost of power battery can't be reduced quickly, BYD is likely to lose the title of China's new energy vehicle sales champion. In order to enhance its competitiveness, BYD constantly strives to improve the battery energy density and reduce the battery cost. At the China Electric Vehicle committee of 100 Forum (2020) last month, Wang Chuanfu revealed that the "blade battery" developed by BYD is a new generation of lithium iron phosphate battery, and BYD Korea will be the first vehicle equipped with the "blade battery" in the world, which is expected to be listed in June this year. However, whether "blade battery" belongs to technological innovation has caused controversy in the industry. In the face of doubts, BYD responded that it plans to introduce the blade battery technology in detail at the technical analysis meeting in March.
Wu Hui believes that BYD's top priority is how to really separate the battery business. After all, BYD must supply a large number of batteries to other car companies, so that its battery output can keep growing and reduce costs.
What is the background of contemporary Ampere Technology Co., Ltd. ... how does BYD compete and who put Tesla in? ...
Tesla's car is famous for its battery technology, coupled with its ultra-high cruising range, which is also sought after and recognized. Then there is BYD, which is deeply involved in the research and development of battery packs all the year round. Tesla's car has a cruising range of 400-500 kilometers after being fully charged, which is its strength. After the new energy vehicle made by BYD is fully charged, the cruising range may be around 350! This shows that the battery technology is different.
Just because it's useless this year doesn't mean it won't be used next year We will wait and see when BYD's blade battery will be put into production this year and when the cost performance will be highlighted.
Three reasons.
First, Tesla chose to cooperate with Contemporary Ampere Technology Co., Ltd.. Because contemporary Amperex technology has limited access to lithium iron phosphate batteries, it actively participates in the research and development of ternary lithium batteries. At present, the endurance of NCM 8 1 1 developed and put into production is obviously stronger than that of BYD lithium iron phosphate battery. Although it also has the shortcomings of low safety and poor battery life. But at the very least, it is strong.
Second: BYD batteries have always been self-sufficient. It was only last year that it began to supply to the outside world. And for some time, there have been no explosive and convincing products. We will wait and see how the blade battery will perform after mass production.
Third: BYD is a car company, and Tesla is also a car company. There is direct competition. This is the taboo of most enterprises. Who can guarantee that the high-performance battery developed by BYD will be supplied at the first time? Instead of starting with your own products, it is better to give your partner a second-rate battery!
The camel battery for BYD's ordinary car, at least mine is, is the camel made by BYD? I really don't know.
Tesla uses Panasonic's nca battery, and lg's ncm8 1 1 will be used after domestic production, all of which are high-density batteries, but BYD's battery density is not good.
High density and high risk, BYD blows safety, which means low endurance.
If Tesla uses BYD's battery, how can it live up to the reputation of a mobile cremation car?
Mainly new energy vehicles are competitors! Domestic BYD stands out, and foreign Tesla is very famous.