1, whether it is the cylindrical 4680 battery led by Tesla, the square unified battery led by Volkswagen, or the Ultium battery led by GM, in a sense, it is to seize the standard dominance of automotive power batteries. Therefore, it can not only ensure the differentiated competitiveness of its own products, but also seize the definition and dominance in the automobile value chain.
2. In the core three-electric system of electric vehicles, apart from motors, car companies are in danger of losing their dominant position in electronic control and batteries; Compared with the era of fuel vehicles, most automobile manufacturers firmly hold the "three big pieces" of engine, chassis and gearbox in their own hands. Moreover, the rapid iteration of battery technology has reached the time when new energy vehicle companies need to have the ability to independently develop batteries.
3. From the supply point of view, the "battery shortage" of electric vehicles is spreading all over the world. If car companies want to obtain a stable and reliable battery supply, they must improve the control and discourse power of the supply chain. According to the prediction of relevant institutions, the global power battery shipments will reach 1TWh in 2025. From the current supply side, there is still a big gap in the existing production capacity, which makes the market supply always in the seller's market, and car companies are still in a relatively passive role in this field in the short term.
4. For new energy vehicle companies, battery manufacturing has become an important bargaining chip at this stage of competition, and its urgency is higher than that of autonomous driving technology. After all, the lack of batteries, even the car can not be handed over; Without the cost performance of batteries, it is difficult to have sales scale and profit.