car stuff
author? | juice
editing? | Han Xiao
In a blink of an eye, the time has reached the end of 22, and the magical year is about to pass.
at the beginning of the year, a sudden epidemic disrupted everyone's rhythm, the reshuffle of travel industry accelerated, and events such as investment mergers and acquisitions and major personnel changes continued to be staged.
At the end of this year, Chedongxi launched a series of year-end reports on the travel industry, reviewing with readers the major changes and key moments in the three major fields of smart electric vehicles, autonomous driving and power batteries in the past year. This is the third article in the series, focusing on the field of power batteries.
since this year, power battery bosses have brought many changes to the whole industry.
On September 23rd, Musk, a tech madman in Silicon Valley, finally held a battery day activity that was postponed for nearly half a year, and excitedly introduced Tesla to the outside world to enter the power battery industry, and unveiled 4,68 batteries.
on October 16th, Zeng yuqun, a domestic power battery bearer, announced to the outside world in Ningde, his home base, that Contemporary Amperex Technology Co., Limited had developed the NCM811 battery that didn't catch fire, which was regarded as Contemporary Amperex Technology Co., Limited's response to the frequent spontaneous combustion of the NCM811 battery since this summer, which immediately caused a big discussion in the industry.
On November 6th, Li Bin, known as the worst person in 219, officially released a 1kWh battery, and Weilai became the first enterprise in China to launch a large battery, and also released a battery rental service, which opened up a new sales model for power batteries and electric vehicles. Li Bin also successfully took off the hat of the worst person.
on December 2nd, Yang Hongxin, who is in charge of the great wall power battery industry, once again threw a nuclear bomb into the industry, and introduced cobalt-free batteries and jelly batteries, which brought new ideas to the power battery industry, which has long been trapped in ternary lithium batteries and lithium iron phosphate batteries.
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Although affected by the epidemic this year, there have been many changes in the power battery industry. After experiencing the installed capacity of mountain bikes, there is a big explosion of new technologies. But behind these outbreaks, these key gentlemen are playing a decisive role. Here, let's count the top ten people who changed the power battery industry in 22 and their tough moves.
people are ranked in no particular order, and their initials are arranged in order.
1. elon musk: showstopper in the field of power batteries
To ask who is the most popular technology tycoon in Silicon Valley in recent years, almost everyone will think of a name-elon musk. Relying on Tesla, Musk successfully challenged the car travel industry that has not changed for a hundred years, making it possible for electric vehicles to sell well.
but unlike traditional cars, electric vehicles mainly rely on engines and gearboxes, and power batteries are the core lifeblood of electric vehicles. After several years of cooperation with Panasonic, Musk finally turned his attention to the power battery.
Tesla CEO Musk
After several months' delay, Musk officially held a battery day on September 23rd this year. At the event, Musk released his big move on power batteries-468 batteries. Literally, the new battery has a diameter of 46mm and a length of 8mm, which is almost twice as large as the 217 battery currently used by Tesla.
the advantage of a large battery is that the energy is increased by 5 times and the output power is increased by 6 times. However, there are also problems of increasing internal resistance and heating. To this end, Tesla adopted the design of electrodeless ears, which shortened the current circulation distance and reduced the internal resistance and heating problems.
Tesla's new battery has internal electrodeless ears
As for the negative electrode material, Tesla uses a highly elastic material to cover the film to solve the problem that the silicon-based material expands and condenses into gel after charging. In terms of cathode materials, Tesla insists on lithium and nickel, and hopes to reduce cobalt.
according to musk's introduction, the energy of 468 single battery cell is increased by 5 times, and the output power is increased by 6 times. with the new assembly technology, the battery life of electric vehicle can be increased by 54%, the battery price per kwh can be reduced by 56%, and the production cost can be reduced by 69%.
In terms of assembly, Musk said that just as the structural fuel tank of an airplane is located in the wing, Tesla's battery will be directly installed in the chassis and become a part of the vehicle chassis (that is, CTC technology), which can save 37 body parts and reduce the body weight by 1%.
Tesla's new battery can be directly installed in the chassis
According to Musk's vision, the new battery can improve the vehicle's battery life by 54%, which means that the battery life of the entry-level Tesla model can reach more than 6 kilometers, while the battery life of the long-life model will be almost 1 kilometers.
when such cruising range becomes the normal state of electric vehicles, the advantages of fuel vehicles disappear completely. Therefore, whether in the field of new energy vehicles or power batteries, Musk will become the unavoidable man.
second, Akio Toyoda: the first person to eat crabs in the field of solid-state batteries
As a giant in the automobile industry, Toyota has not made a rapid transformation in electrification. Only this year did it show two pure electric vehicles that changed from oil to electricity. It seems that Toyota is more focused on hydrogen fuel cell vehicles.
At the year-end press conference of Japan Automobile Manufacturers Association just held, Akio Toyoda, the head of Toyota Motor Corporation, also severely criticized electric vehicles, arguing that electric vehicles are over-hyped, requiring huge investment, which will not only stifle enterprises but also emit more carbon dioxide.
But interestingly, the Nikkei News reported that while Akio Toyoda attacked electric vehicles, Toyota was quietly developing solid-state batteries, and announced that it would show its developed solid-state battery technology in 221.
In other words, Akio Toyoda's criticism of electric vehicles is probably not from his heart. As the helmsman of Japan's largest car company, Akio Toyoda has always been very stubborn in electrification. Under his leadership, Toyota was one of the first car companies to try pure electric, but at the same time he was obsessed with hybrid technology and hydrogen energy. Now Akio Toyoda is still staring at the technology of solid-state batteries.
Akio Toyoda
Japanese media also said that at present, Toyota's prototype solid-state battery product has been loaded and tested. It was originally planned to be displayed at this year's Tokyo Olympic Games, but it was postponed to next year due to the epidemic.
According to the test data, it only takes 15 minutes for Toyota's solid-state battery to be fully charged, and its battery life will reach 5 kilometers (the battery life standard is not specified). Although it is not amazing from the point of view of battery life, the Excellence of solid-state batteries lies in their safety and cycle life. From this point of view, solid-state batteries are still stronger than current power batteries.
In fact, Akio Toyoda has been in the field of power batteries for a long time, and Toyota has applied for more than 1, patents, which is the largest number of solid-state battery patents among all car companies.
From this point of view, Akio Toyoda's attack on electric vehicles is not just unpleasant, he may be brewing an energy revolution. However, at present, Toyota has not revealed more battery information. We can only wait until mass production next year to see the results, but it is undeniable that Akio Toyoda has become the first person to eat crabs in the field of power batteries.
3. Admiralty now: Contemporary Amperex Technology Co., Limited was taken down
After the Contemporary Amperex Technology Co., Limited explosion in 217 surpassed BYD and Panasonic to become the world's number one installed capacity, it maintained its number one position in 218 and 219.
south Korean investigation agency SNE? According to Research data, in the first quarter, Contemporary Amperex Technology Co., Limited's market share dropped from 23.4% last year to 17.4%, and the installed capacity of power batteries dropped by 53% to 2.8GWh, ranking third.
The market share of LG Chem increased from 143 percentage points in the same period last year to 27.1%, and the installed capacity also surged by 12% to 5.5GWh. Because of this, LG Chem also became the power battery enterprise with the largest market share in the world in the first quarter.
Q1 market share of the world's major power battery suppliers in 22
After the end of the second quarter, the position between them has not changed. The market share of LG Chem is 24.6%, and the installed capacity has also increased from 5.7GWh to 1.5GWh, which continues to maintain the first position in the global market share.
Contemporary Amperex Technology Co., Limited's market share is 23.5%, and its installed capacity has dropped from 13.1GWh to 1GWh, ranking second. However, it should also be noted that the distance between the two is not big, and there is still some suspense in the annual installed capacity champion.
SNE? Research believes that the growth of LG Chemical is mainly due to Tesla Model? 3. Renault Zoe? Good performance of EV and Audi e-tron.
however, in terms of cars, the main reason for LG Chem's overtaking is that LG Chem has firmly grasped the European market. In 219, the European market has become the second largest new energy vehicle market in the world, and this year it once surpassed the domestic new energy vehicle market.
Kim Jong-hyun, CEO of LG New Energy (middle)
Due to the good performance of the power battery market, on December 1st this year, LG Chem spun off the battery division to establish LG New Energy, and Kim Jong-hyun, former president of LG Chem-Battery Division, is now the CEO.
Jin Zhong joined LG Group in 1984, and began to lead the small battery business of LG Chem in 29. In 213, he took over the battery business of the company's electric vehicles, and in 218, he was promoted to be the head of the battery business of LG Chem. Under his leadership, LG Chem's battery business revenue surged from about 7 billion won (about RMB 4.2 billion) in 29 to 8.2 trillion won (about RMB 48.7 billion) last year.
It can be said that LG Chem can achieve such excellent results this year without Admiralty.
In addition, LG Chem has made new contributions to the technical research and development of power batteries this year. At the beginning of the year, LG Chem jointly released NCMA quaternary lithium battery, and mixed a small amount of aluminum into NCM ternary lithium cathode material, so that the originally active high-nickel ternary cathode material can maintain a relatively stable state while maintaining a high energy density.
The advantage of this battery is that it can not only maintain high energy density, but also maintain good safety, and more importantly, it also reduces the production cost of the battery.
GM's new battery Pack
After experiencing rapid development this year, LG New Energy, led by Jin Zhong Xian, will focus more on the field of power batteries, and in the next five years, LG New Energy will be Contemporary Amperex Technology Co., Limited's biggest enemy.
IV. Li Bin: Popularizer of 1kWh battery
Endurance anxiety is one of the reasons why many consumers don't choose electric vehicles. Car companies and power battery companies are making efforts to improve the cruising range of electric vehicles. At present, there are two main ways to solve the endurance anxiety, one is to increase the capacity of the power battery, and the other is to improve the energy density of the power battery.
The latter has been studied by many power battery companies, while Weilai Automobile chose the first way. NIO as early as 219? On Day, Li Bin released a large battery of 1kWh, which is also the largest power battery in mass production vehicles at this stage. But Li Bin said at the time that the new battery would be delivered in the fourth quarter of this year.
NIO? Li Bin released a new battery pack on the Day
This year, Li Bin and Weilai officially walked out of the quagmire, and their share prices and sales volume rose all the way, and they have firmly taken the top spot in the new car manufacturing company. Because of this, Li Bin, who was called the worst person last year, began to have more energy to do other things this year, including developing bigger batteries with partners and exploring new business models.
on November 6th, Li Bin officially released the 1kWh battery. After using the 1kWh battery, the cruising range of the new ES8 can reach 58 kilometers, the cruising range of the ES6 can reach 61 kilometers, and the cruising range of the EC6 delivered this year can also be increased to 615 kilometers. After the upgrade, all the models of Weilai Automobile have reached 6 kilometers, even slightly exceeding the mainstream level of the market.
After increasing the capacity of the battery, the potential safety hazards of the battery will also increase. Weilai and its partners have applied for more than 3 technical patents, which have overcome the technical difficulties of square-shell batteries.
in addition, under the leadership of Li Bin, weilai automobile also launched a Battery rental service (BaaS, battery? as? a? Service), allowing users to use the battery by renting. Specifically, users can buy a car without a power battery. The battery is purchased by an asset company, and users pay a fixed amount of money every month to rent it.
Li Bin, founder of Weilai Automobile
In electric vehicles, the power battery is one of the components with the highest cost, and it will be attenuated after being recycled, so that the preservation rate of electric vehicles will be reduced.
This model in Li Bin has given new sales ideas for power batteries, and provided some reference for the preservation of power batteries and the disposal of used batteries.
v. Li Shufu: Strong entry into the power exchange market
Before that, there were not many participants in the power battery exchange market. BAIC and Weilai only deployed power exchange stations in some areas, but this year, this field ushered in the participation of a heavy boss, and Geely Group led by Li Shufu also announced its participation in the power exchange camp.
In September this year, Geely held a press conference on power exchange mode in Chongqing. At the press conference, Geely demonstrated its intelligent power exchange station for the first time, which will be the first to land in Liangjiang New District of Chongqing, and Geely also plans to build 35 power exchange stations in Chongqing this year. Just one month later, Geely deployed a second power station in Jinan, Shandong Province.
Geely uses a dual-bin intelligent power exchange station, which covers an area of 126 square meters and has 39 charging positions. A single power exchange station can serve 1 trains every day, which is very efficient.
According to the official introduction, the power exchange process only takes 9 seconds, and users don't need to get off the bus and wait. This has also greatly improved the convenience of electric vehicles, and the speed of changing electricity is even faster than refueling.
Li Shufu
As one of the earliest domestic car companies in China, Li Shufu and his Geely made an electric transformation plan as early as 215.
Li Shufu started layout research and development as early as three years ago, and conducted a lot of market research and analysis within three years. More than 1, people have participated in vehicle research and development, and at the same time, more than 3, related experiments have been conducted.
Geely plans to build 1 power exchange stations in Chongqing next year, and 2 power exchange stations in 223, and will gradually radiate layout to Zhejiang, Shandong and other places with Chongqing as the center, gradually covering major cities and roads in China. It is understood that Geely has signed more than 1, power stations across the country.
Geely Group is not short of capital, technology and talents, and now it has strong strength in the field of power exchange. Li Shufu, a new recruit in the field of power exchange, will drive the industry to develop faster.
VI. Li Zhen: the controller of Volkswagen's first battery company in China
Guoxuan Hi-Tech used to be the third power battery in China, and this year, the company's shipments have been gradually surpassed by LG Chem and AVIC Lithium Battery. According to the data of China Automotive Power Battery Industry Innovation Alliance, in the first November, Guoxuan was high