The public has a battery, what should the suppliers do?

　　Author ：Iflowpower – Portable Power Station Supplier

On the evening of March 15th, the Volkswagen Group thrown a bomb to the entire electric car industry. Volkswagen Group "announces" it will become a powerful lithium-ion battery production company, layout all-process and production of dynamic lithium-ion batteries. On the battery development, the public has made layouts in lithium iron phosphate ion batteries, three-dimensional lithium ion batteries and solid state batteries.

In assembly technology, the public puts forward CTC technology (the battery is directly integrated into the chassis); in addition, the public also established a dynamic lithium-ion battery recovery system. More importantly, the Mass Group will establish a 6-year-output 40GWH power lithium-ion battery factory in Europe in 2030. At that time, the annual output will reach 240GWH, and it is self-sufficient.

The Popular Group's initiative seems to declare to the entire industry, will be separated from the power lithium-ion battery supplier, completely put the power lithium-ion battery in his hand. But what is the truth behind the public? Will there be an impact on suppliers such as Ningde, LG Chemical, SKI? Who is the most injured in the upper end of the market? In March 15th, March 15, in addition to making the company's own 315 party, there are also Powerday, which imitates Tesla Battery Day, and in this event, the mass group also makes battery companies. Feeling "danger" initiative.

According to the introduction of the Volkswagen Group, it has been layout in the field of research and development, assembly, production and recycling of dynamic lithium-ion batteries. I even released the rhetoric to establish a 6-year-old production of 40GWH in Europe in 2030. And this is not the same as the public, and the public's strategy has always been buying buy.

As early as 2018, Volkswagen Group announced at its shareholders' meeting, has signed a powerful lithium-ion battery order worth $ 48 billion (about RMB 312.1 billion). The powerful lithium-ion battery company such as Ningde Times, LG Chemistry and SKI has also won the public's power lithium-ion battery order.

Over the past two years, although the public is also a layout in the battery sector, its important power lithium-ion battery is still a supplier. Before and after comparison, people can't help but guess that the mass group does not want to complete the power lithium-ion battery in his hand through this series of movements. If this is the case, the public will directly grab the market with the battery partners, like Ningde Times, suppliers such as LG Chemistry and SKI will end and the general cooperation relationship? Whether the Ningde era that is developing at rapid development will be hit, and it has become the focus of everyone.

The technical path "hit the shirt" heroes will be slightly, after carefully studying the public's battery plan, you can find that the public should do it is not completely alternative to battery companies, and even the idea is still unwinding with Ningde. Specifically, the public has a layout of the lithium iron phosphate and ion battery, nickel-watery, and solid-state batteries. Volkswagen believes that the cost of lithium iron phosphate ion batteries is well safe, suitable for entry models, and three-dimensional lithium-ion batteries can bring better endurance, solid-state batteries are future development directions.

In terms of power lithium-ion battery negative, the mass group is working with silicon-based technology. Similar to the public, Ningde Times also consistently adheres to multi-line parallel development methods, in terms of three-yuan lithium-ion battery, Ningde era is already absolutely overlord, almost all host plants in China will provide their high-end products. Yuan lithium ion battery; the lithium iron phosphate ion battery in Ningde Times has achieved the first four-year installed capacity first, is a proper double champion.

In addition, Ningde Times is also studying silicon negative electrode. By pre-lithium electrode materials, the silicon material can significantly improve the total capacity and energy density of the battery as a congenital defect in the negative electrode application of lithium ion batteries. SAIC Group, Zhangjiang Gaoke and Alibaba Group jointly built the universal car will take the lead in adopting this technology.

The first car of Zhishao Automobile will adopt the Ningde Times "Silicone Supplement" battery in terms of battery installation and installation process, the Mass Group will disclose the battery directly to the car chassis. From this description, it is not difficult to find that this is very similar to the CTC (Direct Integration to Chassis) proposed by the Ningde Times. At a industry forum in August 2020, the Chairman of Ningde Times Zeng Qun also revealed that the CTC technology is being jointly developed with customers.

Ningde Times believes that in 2025, the fourth-generation highly integrated CTC battery system is launched; it is expected to upgrade to the fifth-generation intelligent CTC electric chassis system 2028. Volkswagen PowerDay announced CTC technology on PowerDay, Volkswagen Group also introduced his fast charge technology. The solid-state battery of the Volkswagen is now charged to 80% in 20 to 30 minutes.

By 2025, this charging time will be shortened to 17 minutes, and will shrink to 12 minutes in the future. Ningde Times is also developing super fast charging, as long as 15 minutes can charge to 80%, for some customized demand, Ningde Times also developed 9 minutes to 80% turbocharged solution. In terms of battery recycling, the public also established a dynamic lithium-ion battery recycling factory in Salzgite.

According to the introduction, by the recovery method of wet metallurgy, up to 95% of the raw materials can be recovered. Guangdong Bangpu, the subsidiary of Ningde Times, has been carrying the recycling of the power lithium-ion battery. The recovery rate of Ni-gap-manganese metal in Guangdong has reached 99.

3%, and the total ratio of waste batteries is 51%. Through comparison, it is not difficult to find that the technical layout of the mass group in the dynamic lithium-ion battery field is comparable to Ningde Times, the massage group is similar to the battery company, and it will not completely open the battery company. The general "virtual shot" cooperation has been more unexpectedly, although the public gives its own powered lithium-ion battery plan, but its links with Ningde are not affected, but further deepened.

On this PowerDay, the public showed a standardized square cell and said that the next 80% model will adopt this battery, which means that the public will focus on the square cell. In the Volkswagen battery provider, only Ningde Times has been doing a square cell, and the mass and Ningde Times have more similar. In the Ningde Times battery pack open information, the public is indeed in deepening cooperation with Ningde Times.

Reuters reported that the three people familiaries revealed that the Mass Group is planning to abandon the cooperation with LG Chemistry and Ski, South Korea, more of the products of Ningde Times. A similar news is also transmitted on March 16th. At the evening of March 16, the CEO CEO Disresses also said in the interview with my country's media: "We have a lot of cooperation with Ningde Times, and also maintain cooperation with Guoxuan's high school to achieve more Battery source.

"These two messages undoubtedly, after the Battery Day event, the square battery represented by Ningde Times will receive more orders. At present, Ningde Times is also in the large capital of Germany, Germany, and after the new factory puts into production, or will directly supply to the mass group. In general, this Volkswagen announced that it entered the dynamic lithium-ion battery industry, which seems to have a small impact on the power lithium-ion battery company, and even some people have been waiting to see the jokes in Ningde Times.

However, from the progress of the public, the self-built power lithium-ion battery factory has not fully landed. At this stage, it is still unable to completely get rid of the dependence on the dynamic lithium-ion battery company, and the cooperation in Ningde is a best example. In addition, there is a certain barrier in the field of power lithium ion battery.

The first is the technical problem, even if the strength players in Tesla also have to obtain technology by acquiring Maxwell, others have chosen joint ventures with battery companies. Secondly, it is a huge fund expenditure of the car and enterprises from the raised lithium-ion battery. Even if the dynamic lithium-ion battery is developed, it does not dominate with professional battery companies in cost and consistency.

In addition, most of the power-lithium-ion battery companies have several decades of research and development related experience, this is also the car company. Therefore, in a long time, the car enterprise is on the road of electric transformation, but also invested in the support of the battery company.