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It is reported that Tesla is conducting in-depth negotiations with Contemporary Ampere Technology Co., Ltd. (hereinafter referred to as "Contemporary Ampere Technology Co., Ltd.") to discuss the use of cobalt-free batteries for electric vehicles in Shanghai Super Factory. If it can be realized, lithium iron phosphate (LFP) battery will be included in Tesla production line for the first time, which is expected to reduce the production cost of related models.

In the field of power batteries, lithium iron phosphate batteries and ternary batteries are two major technical routes. At present, electric vehicle manufacturers usually use ternary batteries such as Ni-Co-Al (NCA) battery and Ni-Mn-Co (NMC) battery on passenger cars. This battery has higher energy density and stronger endurance, but cobalt is also one of the most expensive metals in power batteries.

According to sources, compared with ternary batteries, the production cost of lithium iron phosphate batteries is expected to "drop by more than double-digit percentage". Another source said that it is unclear to what extent Tesla intends to use lithium iron phosphate batteries, but it has no plans to stop using the current nickel-cobalt-aluminum batteries.

It is noteworthy that the adoption of lithium iron phosphate battery will also help elon musk, CEO of Tesla, realize his promise in 20 18 to reduce the usage of cobalt in Tesla to "almost zero". Musk said at the financial report meeting in June of 5438+ 10 that Tesla will share the future battery strategy and technology on the "Battery Day" in April, including the details of cooperation with Modern Amperex Technology Co., Limited and LG Chem in battery.

In response to the above matters, Contemporary Ampere Technology Co., Ltd. said that the company "has the ability to provide suitable and competitive solutions according to customer needs and bring value to customers". Relevant persons from Tesla replied to the Securities Times that the cooperation agreement between Tesla and Contemporary Ampere Technology Co., Ltd. is true. The lithium iron phosphate battery produced by Contemporary Ampere Technology Co., Ltd. itself does not contain cobalt, but whether the cooperation will eventually land has not been commented. In addition, it is expected that Tesla will announce specific information such as the composition of new batteries independently developed at the meeting in April. On February 3, Contemporary Ampere Technology Co., Ltd. announced that the company intends to sign an agreement with Tesla and Tesla (Shanghai) Co., Ltd. to supply lithium-ion power battery products to Tesla. The supply period is 2020? July 1 arrive? 2022? June 30, 2008? Day.

What is the "cobalt-free battery" of Contemporary Ampere Technology Co., Ltd.?

According to the introduction of electrical experts, Contemporary Ampere Technology Co., Ltd. adopts the technical route of giving priority to ternary batteries and paying equal attention to lithium ferrous phosphate. In order to improve the density and safety of lithium iron phosphate battery, Contemporary Ampere Technology Co., Ltd. has been studying battery packaging technology to improve the volume utilization efficiency of battery pack and reduce the assembly cost.

What is the "cobalt-free battery" of Contemporary Ampere Technology Co., Ltd.? Simply speaking, it is lithium iron phosphate battery, but in contemporary Amperex Technology Co., Ltd., CTP technology is used. Electrical experts have learned that at the Frankfurt International Auto Show last year, Contemporary Ampere Technology Co., Ltd. launched the CTP highly integrated power battery development platform (Cell? Where to? Pack), that is, the battery module is omitted and the battery core is directly integrated into the battery pack. According to the introduction of Contemporary Anpu Technology Co., Ltd., compared with the traditional battery pack, CTP battery pack saves the assembly of battery modules, so that the number of battery pack parts will be reduced by 40%, the volume utilization rate will be increased by 15%-20%, the production efficiency will be increased by 50%, the energy density of battery pack will be increased by 10%- 15%, and the battery manufacturing cost will be greatly reduced.

Advantages of CTP technology

Regarding the advantages of CTP technology, Guo Jun Securities analysts said that the first is low cost. The essence of CTP battery is lithium iron phosphate battery. Because cobalt is not needed, the cost is lower than that of ternary lithium battery. At present, the price of lithium iron phosphate battery on the market is 0.65 yuan /wh, which is much lower than that of ternary battery. CTP technology will further reduce the price of power batteries.

The second is safety. Lithium iron phosphate batteries rarely explode, and it is known that lithium iron phosphate batteries are widely used in crowded buses. Third, improve the energy density of the battery. Compared with ternary batteries, lithium iron phosphate batteries have only one disadvantage, that is, the energy density is not enough. CTP technology can improve this shortcoming, and the energy density of battery is expected to reach 200Wh/Kg due to the reduction of data of battery production parts. Finally, the rapid landing of commercial applications. Previously, Contemporary Amp Technology Co., Ltd. and BAIC reached a strategic cooperation on CTP application.

Comparison between Contemporary Ampere Technology Co., Ltd. and BYD's "Blade Battery"

At the beginning of the year, Wang Chuanfu, chairman of BYD, revealed at the forum of China Committee of 100 Automobiles that the "Blade Battery" developed by BYD will be mass-produced for the first time in March this year, and will be loaded and applied to BYD's new model "Han". As for the essential difference between contemporary Andian Technology Co., Ltd. CTP and BYD's blade battery, industry power battery experts said that BYD's "blade battery" scheme has no modules, while contemporary Andian Technology Co., Ltd. CTP scheme has modules, that is, large module scheme.

According to BYD's patent specification, "blade battery" is a long battery cell scheme. The length of the battery cell is almost the same as the width of the battery pack, and the batteries are closely arranged along the length of the whole battery pack. The battery size can be designed according to the vehicle type. For example, A-class cars can also be designed with short batteries smaller than 0.6m The CTP scheme of Contemporary Amperex Technology Co., Ltd. is to directly form a standardized battery pack, and then flexibly stack it to form a larger battery module to meet the energy storage needs of different models.

It is worth mentioning that Gao Zeng, an academician of Chinese Academy of Sciences, called BYD's "Blade Battery" and CTP battery solution of Contemporary Anpu Technology Co., Ltd. "the most beautiful" battery technology innovation on 20 19. Both of them are innovations at the battery system level, which greatly improve the energy density of the battery pack, and are of great significance for increasing the cruising range of vehicles, improving the safety of new energy vehicles and reducing the battery cost.

1, patent of Contemporary Ampere Technology Co., Ltd.: Sleeve-connected battery pack.

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2. BYD patent: array assembled battery pack

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This article comes from car home, the author of the car manufacturer, and does not represent car home's position.