Comparison of Electric Vehicle Patents among China, Japan and Korea

Because of LG The battery supply problem of Chem in Poland led to the production interruption of Jaguar I-Pace and Audi e-Tron, so the uncertainty of electric vehicle market expansion is increasing. Last week, The Times reported Jaguar Land Rover (Jaguar? Land? Rover) stopped the production of I-Pace due to battery supply problems, and said that the restart schedule has not yet been announced. ? But what about LG The supply problem of chemical batteries was not caused by the COVID-19 epidemic in China.

Because of LG Chemical batteries are in short supply. Audi reduced the delivery of e-Tron from 5700 to 4 100 this year. There are unconfirmed reports in European media that Mercedes-Benz plans to reduce the production of EQC from 60,000 to 30,000. ? LG？ The chemical plant in Wroclaw is expected to be Ford Mustang Mach? E electric SUV provides batteries and is scheduled to be released later this year.

Meanwhile, China Contemporary Ampere Technology Co., Ltd. is building a battery factory in Germany. Including this, Germany is currently building six battery factories. Volkswagen is cooperating with Sweden's Northbolt to build a factory, and BMW has established a battery research and development center to meet its own demand for batteries.

Bloomberg predicts that by 2030, the sales of battery electric vehicles in Europe will increase from 500,000 in 2065,438+09 to 7.7 million in 2030. According to SNE, a secondary battery market research organization? Research's "In-depth Analysis of Major Manufacturers of Lithium-ion Secondary Battery Materials" reports that by 2030, the global market demand for lithium-ion secondary batteries (LIB) is expected to increase to 3,392GWh. ? Is the LIB requirement of 20 19 198? 17 times of GWh. Therefore, the problem of insufficient batteries still exists for a long time.

At present, the global mainstream new energy vehicle manufacturers are forced to rely mainly on contemporary Ampere Technology Co., Ltd. and LG? Chemical and Samsung SDI, due to the supply difficulties of LG Chemical, it is expected that the electric vehicle strategy of auto companies will be blocked in 2020. In addition, the supply and demand of raw materials such as lithium and cobalt will also become particularly tight.

Especially compared with the United States and Japan, after the diesel scandal, European automakers are seeking strategies to accelerate the transition to electric vehicles. However, it is worrying that 80% of the batteries for electric vehicles come from China, South Korea and Japanese companies.

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