Author ：Iflowpower – Portable Power Station Supplier
Panasonic 18650 lithium-ion battery, with NCA as positive, and designed complex battery management systems, so as to guarantee and improve the efficiency and safety of battery operations. When Tezer was developing battery development, he detected many kinds of batteries, but finally locked the target in 18650, the original is not only 18650 battery performance, Japan Panasonic's price is lower than the cost. When it comes to this, I have to talk about my country's market.
my country has a three-yuan battery a few years ago, and the three-yuan battery is not the mainstream of the electric passenger car market, so it is normal by Panasonic. Tesla Models, especially the 85-based tight buyers are senior white-collar workers and rich people in the Bay area, the number of people, gathering Southern California and LA, can't reduce costs through scale effects, this is the title of this Original source. This problem will change in Model3.
Now the battery cost can reach 150-190 knives per kilowatt, once the electric vehicle market has increased, the cost will reduce accordingly. Tesla's original battery used on Models, that is, the 18650 lithium-ion battery is San Panasonic will sell, and Tesla has saved 25% of processing costs. After this single business is finished, the Japanese quickly resumed the original price, earned a lot of money on subsequent orders.
Today Tesla is looking for a number of battery suppliers, including Samsung and LG chemistry, all wants to make a game with Panasonic, seeking to reduce 18650 lithium-ion battery. When I came back, the electric car at this stage was the burning industry, and the money was burning on the battery. There is a sentence, who has mastered the battery, whoever masters the electric car market.
Battery costs are 50%, but 200 knives per kilowatt, 215 mile life, basic battery cells should be 13,000 knives, it is already 36% of the price, plus nearly 8,000 knives, BMS, it is 60%. Not only Tesla, Nissan Listening is the same level. From Tesla, models can alleviate the problem of battery burning money if they succeed.
From the perspective of Panasonic, the market share of other battery materials is not as good as LG chemistry, so the future challenges may be larger, they want Tesla's hottends to expand their lithium-ion battery market. Panasonic pull Tesla seeking market breaks, Panasonic 18650 lithium-ion battery is this breakout point. .
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