New energy vehicle battery battle escalates, Toyota accelerates

In today’s automotive world, batteries have become the protagonist.

Electric vehicle battery manufacturer CATL said it has officially signed a battery supply agreement with Tesla.

CATL stated in a stock exchange filing that the company will supply lithium-ion power battery products to Tesla, and Tesla will decide based on its own needs from July 2020 to June 2022. Purchase during the month.

You know, Japan’s Panasonic has always been Tesla’s long-term battery supplier.

The news over there just came out, and here comes new news related to Panasonic.

Toyota Motor Company announced that Toyota and Panasonic Electric Industrial Co., Ltd. will establish a new company for the automotive prismatic battery business on January 22, 2019. The joint venture will be called "Taixing Energy Solutions Co., Ltd."

It is understood that the newly established joint venture will develop competitive battery products for all customers that can be used safely, with excellent quality and performance, and cost control.

It is worth mentioning that the joint venture not only supplies batteries to Toyota, but also to all customers.

As automobiles enter the new energy era, batteries have become the preferred power source equipment for automobiles. Many automobile companies have realized that batteries are an important starting point for climbing in the era of new energy automobiles.

It was reported on February 3 that PSA Group will jointly establish two automotive power battery factories with French battery manufacturer Saft. By 2030, the combined annual battery production capacity of the two factories will be 48GWh.

With more people entering the game, the situation will naturally change.

BYD has always occupied the dominant position in new energy vehicle sales and battery sales, but with the arrival of more entrants, its dominance is no longer guaranteed.

The top sales position of batteries has been replaced by CATL, and the sales volume of new energy vehicles, which has been the champion for four consecutive years, has also been overtaken by Tesla.

Feilv Auto consulted relevant data and learned that BYD’s new energy vehicle sales in 2019 were 229,500 units, a year-on-year decrease of 7.39%. Tesla delivered 367,500 new cars globally last year, achieving a year-on-year growth of 50%, of which Model 3 brought 300,000 annual sales.

Compared with BYD, Toyota, which is also a car manufacturer, seems to be more stable and faster.

In June 2019, Toyota revised its strategic goal: to sell 5.5 million electrified new energy vehicles within five years.

Toyota’s determination in the field of new energy vehicles is evident.

From hybrid power, to pure electric power, to hydrogen fuel cells, Toyota has been laying out its layout.

On July 17, 2019, Toyota Motor Corporation and CATL established a comprehensive partnership in the field of stable supply and development of new energy vehicle power batteries.

On September 26, 2019, Toyota signed strategic cooperation framework agreements with China FAW and Guangzhou Automobile Group respectively. In addition to the launch of hybrid vehicles and plug-in plug-in hybrid vehicles, Toyota will also launch quality High-quality and low-cost pure electric vehicles, hydrogen fuel cell vehicles and other models.

In Toyota's new energy strategic layout cooperation, there will naturally be no shortage of pioneers in this field.

In November 2019, Toyota and BYD signed a joint venture agreement to establish a pure electric vehicle research and development company, with Toyota and BYD each investing 50%. The new company will carry out design, research and development and other related businesses of pure electric vehicles and the platforms and parts used in the vehicles.

Feilv Automobile found that compared with the above-mentioned cooperation, this cooperation between Toyota and Panasonic is more meaningful, and this meaning comes from all-solid-state batteries.

As can be seen in the business scope of the Toyota and Panasonic joint venture, it includes the development, manufacturing and sales of vehicle-mounted all-solid-state batteries.

Solid-state batteries use solid electrolytes instead of traditional liquid electrolytes. Their biggest advantages are fast charging, high battery energy density, and can significantly reduce the risk of overheating and fire caused by electrolyte leakage. risk.

However, solid-state battery technology is not yet mature and cannot be mass-produced.

Whoever can solve the pain points is more likely to succeed.

Undoubtedly, solid-state batteries are an important technology for the development of new energy vehicles. Whoever can master this technology first and achieve mass production will occupy an important position in the new energy vehicle industry.

Now it seems that Toyota has noticed this and is taking the lead.

When it comes to new technologies in new energy batteries, we have to mention the blade battery recently released by veteran BYD.

It is understood that the blade battery is a new generation of lithium iron phosphate battery and has more than 300 patents. The volume specific energy density of the blade battery is 50% higher than that of traditional iron batteries. It has the characteristics of high safety and long life. The vehicle life can reach more than one million kilometers.

It is not difficult to see that on the track of new energy vehicle batteries, a fierce race is taking place between you and me. This battery war has just begun to see who can run the best.

This article comes from the author of Autohome Chejiahao and does not represent the views and positions of Autohome.