The global power battery giant inventory

The global electric vehicles continue to heat up, and major manufacturers are scrambling to invest in research and development. As its core, from a global perspective, which manufacturers of mainstream electric vehicles and most representative electric vehicles are powered by? Which manufacturers are in the hands of the core technology of the power battery?

Matsushita

Inventory: Global power battery giant with core technology

Panasonic is a supplier of lithium batteries for Tesla electric vehicles and a world-renowned battery manufacturer. Tesla's battery packs are relatively inexpensive (although cheaper lithium batteries can be found, power and thermal performance are not very good). It is reported that the two sides are currently building a super factory for pure electric vehicle batteries in the United States, further reducing the overall cost of the battery by upgrading battery technology and sharing the large-scale production cost of the battery. The Tesla MODEL S battery is a 18650 model produced by Panasonic. The battery pack has a capacity of 85 kWh. In fact, this battery pack consists of 8142 3.4 ampere-hour batteries. Sumitomo Chemical Co., Ltd. provides Panasonic with resistance to lithium batteries. Thermal diaphragm.

AESC

Inventory: Global power battery giant with core technology

AESC is a joint venture between Nissan Motor and NEC Japan. Nissan Leaf uses the AESC battery. Its battery unit is produced at the Japanese manufacturer's factory and then shipped to the tracking factory to assemble a battery pack. Compared with NiMH batteries, AESC's lithium battery provides nearly twice the power capacity, and its unique laminated structure makes the lithium battery module more compact and practical. At the same time, the electrode made of manganese metal developed by NEC has better stability, and the sheet structure also contributes to heat dissipation. It is reported that in the real car driving experiment, not only the safety of the battery has been verified, but also the long service life of more than 100,000 kilometers has been achieved.

LG Chem

Inventory: Global power battery giant with core technology

LG Chem focuses on three businesses: petrochemicals, information electronics, and secondary batteries. The Chevrolet Volt is a ternary lithium-ion battery developed by LG Chem of South Korea. The battery unit is a laminate design with a total of 192 battery cells. In order to improve the heat dissipation property, a heat dissipation plate is disposed between the two units in a group of two laminated units to form a "unit group". The configuration adopts the current T-shaped method installed under the central passage and the rear seat. LG Chem also supplies battery technology for Renault Zoe electric vehicles, Chevrolet Spaco, Ford Focus electric vehicles, Volvo V60 and XC90T8 plug-in hybrids.

Samsung SDI

Samsung SDI (China) refers to the production unit of Samsung's picture tube in China. Due to the liquid crystal display technology, it is now switching to the production of lithium battery packs. Samsung SDI regards the Chinese market as one of the most important markets in the global automotive battery market. In order to seize the opportunities in the fast-growing Chinese electric vehicle market, Samsung SDI has taken the lead in building a factory specializing in the production of automotive power batteries in China and has put into mass production.

As early as August 2014, the automotive power battery project of Samsung Huanxin (Xi'an) Power Battery Co., Ltd. (referred to as “Samsung Ring New”) started construction in Xi'an and will become the national automobile power battery production base.

The Samsung SDI Xi'an plant, which was completed in October 2015, has a state-of-the-art production line with an annual output of 40,000 high-performance automotive power (pure electric EV standard) batteries. The production line covers the entire process of producing automotive power battery cells and modules. The Xi'an plant, which was officially put into production, not only supplies batteries to existing international OEM companies, but also signed a strategic cooperation agreement for the new energy vehicle green supply chain with Samsung Wind New Co., Ltd. Samsung SDI also supplies batteries to Zhengzhou Yutong Bus and Beiqi Foton. At present, it has signed agreements with more than ten local commercial vehicles and car companies in China to supply power batteries, and has begun to supply products.

Johnson Controls-Saft

Inventory: Global power battery giant with core technology

Johnson Controls-Saft is a joint venture between Johnson Controls and Saft, France. It is mainly engaged in the development and manufacture of lithium-ion automotive batteries. The factory is located in Nersac, France. As the world's first mass-produced hybrid car with a lithium battery, the Mercedes-Benz S400 Hybrid is also worth mentioning. It truly realizes “green luxury”. The car uses a power battery from Johnson-Saxford. The lithium-ion battery of the Mercedes-Benz S400 Hybrid has high energy density and greater power efficiency, which keeps the layout and main internal space of the engine compartment unchanged, while the lighter weight can also distribute the weight of the whole vehicle. It is easier to achieve optimal.

BYD

Inventory: Global power battery giant with core technology

As one of the representatives of China's electric vehicles, BYD electric vehicles have always used self-developed iron phosphate batteries, because its thermal stability is currently in the lithium battery for vehicles, but in the past two years, it has gradually stepped on some new models. Expand the use of ternary lithium batteries. As we all know, BYD first researched lithium batteries from lithium iron phosphate, and has been insisting on the use of lithium iron phosphate batteries for several years and has achieved extraordinary achievements, which is the basis for its leading position in the field of electric vehicles, but with technology and market Development, BYD needs to quickly establish a leading edge on the ternary lithium battery.

Looking at the whole market, one interesting thing is that although the electric vehicle market is getting bigger and bigger, the power battery market is relatively concentrated. The three giants of Panasonic, LG Chem and Samsung SDI occupy a large market. Share. In addition, it is worth mentioning that related companies in Japan and the United States stand in the upstream position of the fuel cell. In terms of the improvement of the industrial chain, Japanese and American companies are also more mature, from the bottom of research and development to production support, to brand packaging, there are professional manufacturers to do.

Correspondingly, the related technologies of China's own-brand electric vehicles are also widely used for this. For example, some domestic electric vehicles have batteries from Japan's TDK and Sanyo technology. This is similar to the engine of self-owned brands. However, as the market pace of electric vehicles is getting faster and faster, the competition for power batteries is becoming more and more fierce. After five years, the market structure is really hard to say, we will wait and see!