BYD is all replaced by three yuan batteries next year, how to do lithium iron phosphate?

　　Author ：Iflowpower – Portable Power Station Supplier

On December 5, "Next year, all passenger cars in BYD will use the three-yuan battery!" Release, let the three yuan battery. BYD replaced the three-yuan battery, strive to become the next century-old shop December 5, BYD announced the investor relationship activity record form, revealed three important information: 1 total production will reach 16GWH: Up to the end of this year, BYD power lithium The total output of ion batteries will reach 16GWH, of which 10GWH lithium iron battery, 6GWH ternary battery; 2 expanded three yuan battery factory: BYD will expand a battery factory with 10GWH ternary battery production in Qinghai; 3 next year, BYD The passenger is all replaced by the three-yuan battery: BYD said that the company's new PHEV has been exchanged for three-yuan battery, and all the company's passenger cars will be used in three yuan batteries. Bus and E6 will continue to use lithium iron phosphate ion batteries.

Previously, on August 29, BYD announced the joint venture company for the establishment of a lithium-ion battery three-yuan positive material precursor project in BYD. In the case of "unsenerable" in the domestic and foreign car companies, the choice of BYD is not a wise move. In addition to lithium iron phosphate to three yuan, BYD is announced in November to announce the restructuring structure, which is committed to continuing to continue to integrate new energy, and strive to become the next century-old shop.

At the 23rd anniversary of November 18th, Time Value BYD was established. At the "new journey, new future", Wang Chuanfu announced the future development goals and reform thinking of BYD, he wants to build BYD into a hundred years. Old shop, around 2025, BYD should achieve the scale of trillion yuan in whole.

The core of the meeting has the following two points: 1 open power lithium-ion battery and other services. The intensity of the entire new energy industry competition, forcing any company to keep up with the market demand, and thus "vertical closed production supply system" in BYD seems to be a bit uncomfortable, and the Ningde Times, which will be listed will be BYD. The strongest competitor of the battery is BYD is gradually moving toward the way to open, strengthen cooperation with other companies.

According to statistics, in the top 20 installed machines in the top 20 of the battery company in October this year, Ningde Times (CATL) is leading 1083.4mWh, the market share is 32.32%; BYD ranks from 490.

4MWH, 14.63% market share, not Ningde Times Half half. In order to break the development bottleneck, BYD is not only preparing to split battery business, other parts, car software, molds and other departments, will operate independent operation in the future.

Recently, BYD Holdings Subsidiary BYD Automotive Industry Co., Ltd. proposed the company to jointly establish Shenzhen Folia Auto Parts Co.

, Ltd., producing a car seat, etc. In addition, in September 21, this year, Wang Chuanfu said at the media round table held in Shenzhen, "BYD is considering supplying batteries to other car manufacturers, and it is expected to announce the first contract before the end of the year.

"2 becomes the next hundred years old shop. Wang Chuanfu said in the company's executive meeting, "BYD is not a battery company, not just a car company", but the new position is "new energy overall solution to the creation. According to the plan, BYD will build the organization structure of the "Business Group + Division" in accordance with the business division, cultivate new rising points, including passenger cars, commercial vehicles, electronic business groups, battery business groups, cloud tracks The 9 businesses are BYD lighting, BYD mold, BYD car accessories, BYD engine, BYD car electronics, BYD motor, BYD, BYD Auto Equipment, BYD Software Research Institute.

And all employees of mobilizing the group participated in the brand building, lay a good improvement of the brand's attack, and clearly transmitted the dedication of BYD in the new energy full industry chain. Policy + Market Double Drive Three-Dynamic Lithium Ion Battery Industry has stabilized in the market with its low temperature, high energy density, high charge efficiency, good circulating life. And currently policies or guide, or the company's production has been turned to the three yuan.

According to the national planning, 2020, the energy density of the power lithium-ion battery 350WH / kg, 2025 target is 400Wh / kg, 2030 target is 500Wh / kg. Since this year, as the policy is released on the three-yuan battery, and the three-yuan battery is highly expected due to high energy density, the advantages of high energy density, and the increase in space is high. It is reported that the actual average energy density of the ternary battery is 180 ~ 190Wh / kg, which is 20% to 50% compared to ferrite.

But it is not ignored that the three-yuan battery safety is insufficient. In addition to the inclination of high-energy density of dynamic lithium-ion batteries, this year's market performance also makes the three yuan battery. According to the starting point research, my country's powered lithium-ion battery production is 31GWh in the first three quarters of 2017.

wherein NCM (nickel-cobalt manganese) accounts for 49%, LZ (lithium phosphate) accounts for 40%, Lithium manganate is proportional. 8%. It should be noted that the ternary battery refers to a lithium ion battery that refers to a positive material using a lithium-cobalt-manganese acid or nickel-cobalt olycineate.

At present, the important application of the ternary batteries is NCM333 and NCM523, and NCM622 has entered the supply chain system of some companies. NCM811 is in the development phase. According to statistics, the ternary NCM (nickel-cobalt manganese) is currently 333, 523, 622, 811 four models.

The higher the nickel content of important active elements, the more significant capacity of the battery: the solid battery is like a wolf like the current At the point of view, the biggest constraint problem of the three-yuan system is safety. Once the security problem is resolved, as the most mature positive material of the energy density is natural and the current market, the three-way system will be in a quite long for a long time. Occupational dominance.

In the integrated market performance, high-nickel low cobalt will become the development direction of the future three-yuan battery. However, the lithium iron phosphate has high safety, rich raw material resources, and the cost of the cost is difficult to match, and in a short period of time, the replacement of three yuan on lithium iron phosphate is not shown in a short period of time, and iron phosphate Lithium also has a huge post-potential market in the energy storage. Although the two have an advantage, the shortcomings are still time, while in solving these problems, the new power lithium-ion battery technology route will be born in the air, and the solid-state lithium-ion battery is expected to become the next generation.

High energy density power and energy storage battery technology have become the consensus of academia and industry. And Toyota, Japanese Battery Factory TDK, Samsung SDI, LG Chemical, ATL, etc., in force, solid state, starting from next year, solid-state battery will be applied to digital and other fields, 2019-2020, will gradually form a scale.

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