It will be mass-produced before the end of the year.
Elon musk, CEO of Tesla, said at the recent 2022 Tesla shareholders' meeting: "The weekly output of 4,680 cylindrical batteries meets expectations, and the company is confident to achieve mass production before the end of the year. At the same time, Tesla's current battery supply can meet the production demand of 6.5438+0.5 million vehicles this year. In addition to building its own battery factory, Tesla also purchases batteries from suppliers. "
19 February, Tesla announced that fremont factory had produced 1 10,000 4680 cylindrical batteries in February 19, and it is expected that they will be first used in ModelY vehicles in the first quarter. Musk said that the super factory in Berlin, Germany will be the largest battery factory in the world, with an annual production capacity of more than 100 GWh, and may even reach 200GWh to 250GWh.
According to the data, the full name of 4680 cylindrical battery is 4680 specification electrodeless cylindrical battery. Cylindrical battery means that the shape of the battery is cylindrical, 4680 indicates the specifications of the battery, 46 indicates the diameter of the cylindrical battery is 46mm, and 80 indicates the height of the battery is 80 mm According to insiders, the sizes of cylindrical lithium batteries mainly include 18650 and 2 1700, and the ratio of 2 1700 is/.
Minsheng Securities said that the 4680 cylindrical battery adopts a new type of electrodeless ear technology in the cell structure, which can reduce costs and increase efficiency. The electrodeless ear technology increases the current conduction area, shortens the current conduction distance and greatly reduces the internal resistance of the battery. The reduction of internal resistance can reduce the current offset phenomenon and prolong the battery life; The reduction of resistance can also reduce heating, and the effective contact area between the electrode conductive coating and the battery end cover can reach 100%, which can improve the heat dissipation ability.
Battery factory speeds up production line construction
Driven by Tesla, the head car company, many battery manufacturers such as Yiwei Lithium Energy, Panasonic and LG New Energy are stepping up the layout of 4680 cylindrical battery production lines.
The relevant person in charge of Yiwei Lithium Energy said in an interview with china securities journal that the company's 4680 cylindrical battery factory is under construction, and it is not convenient for the partner to disclose it for the time being. Yiwei Lithium Energy has previously publicly stated that the company has completed the strategic layout of large cylindrical batteries, including 4680 and 4695 models. It is estimated that the production capacity will release 20GWh in 2023 and reach 40GWh in 2024.
Panasonic said it plans to triple or quadruple the production of electric vehicle batteries by 2028, mainly in the North American market. At the same time, the company's new vehicle 4680 cylindrical battery mass-produced in Wakayama Prefecture, Japan is expected to supply Tesla from 2023.
LG New Energy said that it will invest 582 billion won in Aochang plant in South Korea to build a new 4680 cylindrical battery production line with an annual production capacity of 9GWh, which will be put into production in the second half of 2023.
CICC predicts that 2023 is expected to be the first year of 4680 cylindrical batteries. According to the replacement rhythm of 2 1700 18650 battery, it is estimated that the installed capacity of 4680 battery will exceed 20GWh in 2023 and100gwh in 2024; The application of terminal OEMs is also expected to gradually penetrate from Tesla to high-end electric vehicle manufacturers such as BMW and Daimler.
Promote the increase in demand for raw materials.
The expansion of demand for 4680 cylindrical battery leads to the increase of demand for upstream raw materials. Yahua Group said on the interactive platform: "The company is the main supplier of lithium hydroxide for 4680 cylindrical batteries. It is estimated that the market demand for 4680 cylindrical batteries will increase by 10 times every year this year and next."
The relevant person in charge of Shida Shenghua said: "At present, the company's main products are high-first-effect silicon-oxygen carbon anode materials, and 4680 cylindrical batteries are the main target customers. It is estimated that by 2025, the demand for 4680 cylindrical batteries will be above 200GWh, and the corresponding demand for silicon-based cathodes will exceed 6.5438+0.6 million tons, depending on the actual production data. " Shida Shenghua announced that in 20021year, the company 1000 tons/year silicon-based anode production line was completed and put into operation, and another 20,000 tons/year production capacity is planned to land at the end of 2022.
Tianci Materials said: "The company's 4680 cylindrical battery electrolyte development project is in the small trial stage. The purpose of the project is to meet the needs of cylindrical batteries for electrolyte and solve problems such as penetration, rapid charging and high temperature performance. "
According to CICC, the rapid release of 4680 cylindrical battery will lead to a large demand for new materials. It is estimated that by 2025, the demand for high nickel anode, silicon carbon cathode, lithium difluoride (LiFSI), lithium replenisher, conductive agent and polyvinylidene fluoride (PVDF) will reach 39 1 10,000 tons,10.6 million tons and 2.0 tons respectively.
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