The content of this article is selected from the "Global New Energy Vehicle Development Trend Report 2022" and has been uploaded to the Youcai big data system (view the access method on the home page menu bar).
1. Volkswagen: Launch of new mechatronics platform
Volkswagen has expanded its MQB, MSB, MLB, MEB and PPE platforms into the next generation mechatronics scalable system platform (SSP platform) ), the SSP platform will significantly reduce the complexity of the process process and is a new automotive platform that integrates pure electric power, comprehensive interconnection and high scalability. Volkswagen plans to start producing pure electric vehicles on the SSP platform in 2026; Volkswagen will invest approximately 800 million euros to establish a new R&D center in Wolfsburg to carry out platform core and module design work to improve the competitiveness of the SSP platform.
PPE is a high-performance platform of the Volkswagen Group and will be put into production in 2022 for high-end models; the emergence of the SSP platform has limited the production and sales scale of PPE platform models throughout their life cycle
MEB It is the result of Volkswagen's electrification transformation that began in 2015. The product reflects more of the replacement of the power system; it will be put into production in 2020. Currently, sales in the European market are good, but the performance in the Chinese market is poor
Volkswagen believes Patented battery technology, charging infrastructure and energy services are the key factors to win in the future mobility field. By 2030, electricity will become its core competitiveness, and "battery cells and systems" and "charging and energy" will become its new technologies. Two pillars under the department
Volkswagen plans to establish a new partnership to solve all problems arising from raw materials to recycling and build a controllable battery supply chain; standard batteries will be introduced , it is expected to reduce the cost by 50% by 2030, and begin to be widely used in about 80% of electric vehicles of various brands under the group
Volkswagen will establish six 40GWH battery factories in Europe, and Guoxuan Hi-Tech will provide them with Develop standard batteries for use in regular mass-produced models of Volkswagen; Volkswagen will build 18,000 high-power charging piles in Europe, 17,000 in China, and 10,000 in the United States and Canada
Volkswagen industrial layout coverage The whole process of power battery R&D and production
Battery aspect: Volkswagen has reached procurement cooperation with battery manufacturers such as LG, Samsung SDI, SK Innovation and CATL, and has successively entered into partnerships with Northvolt and Guoxuan through equity participation. Hi-tech and QuantumScape of the United States have established cooperation; in order to meet the supply of batteries, Volkswagen also has a layout in the field of battery manufacturing
In terms of raw materials: In order to further reduce costs, Volkswagen intends to expand the layout of upstream raw materials. In January 2021, Volkswagen officially opened its first battery recycling plant, planning to use recycled raw materials to support the production and manufacturing of new batteries
Volkswagen believes that the positive electrode of the battery cell determines the cost of the battery (40%) And energy density (90 factors affecting battery life), the negative electrode of the battery cell determines the charging speed of the battery. Volkswagen's standardized batteries are prismatic batteries, which will use technologies such as module-free, dry and wet coatings, and high-silicon anodes
Volkswagen has laid out lithium iron phosphate, high-nickel, high-manganese and solid-state battery technologies to Different models are equipped with batteries of different materials.
Among them, entry-level models use lithium iron phosphate batteries, mass-market models use high-manganese batteries (low nickel and no cobalt), and high-end models use high-nickel batteries.
Starting from 2023, Volkswagen will promote batteries of the same size. By 2030, 80% of models will be equipped with ternary high-nickel and solid-state batteries, and the remaining 20% ??of models will be equipped with ternary high-nickel and solid-state batteries.
Volkswagen plans to reduce battery costs by 50% for entry-level models, 30% for high-volume models, and 30% for high-end models by 2030. Model batteries take the customized route
2. Daimler (Mercedes-Benz): "2020-2030 Ten-Year Plan" is fully electrified
Battery technology: By 2030, battery costs will be The proportion in vehicle production will be significantly reduced, and the next generation of batteries will be highly standardized and suitable for more than 90 Mercedes-Benz cars and vans, while being flexible enough to provide individual solutions for all customers
In terms of battery manufacturing: Mercedes-Benz plans to work with new European partners to develop and efficiently produce future batteries and modules
In terms of next-generation battery technology: In cooperation with partners such as SilaNano, by using silicon-carbon composites in the anode Materials are used to further increase energy density, and the application of solid-state batteries is expected to be realized in 2028
3. General Motors: Fully electrified in 2035
Plans to completely eliminate exhaust emissions from light vehicles by 2035. Invest heavily in electric vehicles and autonomous driving; by 2025, the proportion of pure electric vehicles in the U.S. product lineup will reach 40%, and among new models launched in the Chinese market, new energy models will account for more than 40%
Currently, GM has released a new platform Ultium and will complete the development of 12 global electric models ahead of schedule. Among them, the research and development cycle of the GMC Hummer pure electric pickup truck has been shortened from 50 months to 26 months, and it will be put into production at the end of 2021; Cadillac's first electric vehicle LYRIQ will be launched in the first quarter of 2022, 9 months ahead of schedule
4. Renault-Nissan: 90% of electrification will be achieved by 2030
5. Toyota: Radical electrification strategy
6. Honda: Launch 10 new electric vehicles within 5 years
7. Hyundai: "Hydrogen-Electric" Parallel Strategy
8. Hyundai-Kia: Released "Plan S" Medium and Long-term Strategy
9. BMW: Electric Globalization strategy two years ahead of schedule
10. Stellantis: new strategy, full coverage of 4 platforms
11. Tesla: in-depth battery layout, promoting software iteration
12. Rivian: More than 10 years of experience in the electric industry, with multiple investments from well-known institutions
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