Lithium battery market pattern and energy density decomposition

In recent years, my country’s new energy vehicle industry has maintained rapid development. With local advantages, the shipments of domestic lithium-ion power lithium-ion battery companies have also increased significantly. According to statistics, the top four lithium-ion power lithium for electric vehicles in my country in 2018 Ion battery companies accounted for 63% of their shipments. According to the classification criteria of the field structure, they present a medium-aggregated and oligopolistic market with relatively high agglomeration. my country's lithium battery market has maintained a high-speed rise, which is driven by the rapid rise of the power lithium-ion battery market. In 2018, the output value of the top five companies in my country's power lithium-ion battery market accounted for 71.60%, and the market concentration has further increased. With the gradual implementation of national policies, as well as future improvements in lithium battery processing technology, lower costs, and increased popularity of new energy vehicles and supporting facilities, the demand for power lithium-ion batteries for new energy vehicles will continue to rise, thereby promoting the overall lithium battery industry Expansion of market size. From the perspective of domestic lithium battery use, the rapid development of power, energy storage and 3C industries has become an important driving force for the development of the lithium battery industry. Among them, 3C lithium batteries have risen slowly and the market share has been declining; power lithium batteries have increased rapidly due to the rapid increase in the output of electric vehicles, coupled with the steady increase in the penetration rate of lithium batteries in electric bicycles, and the market share has increased rapidly; the construction of energy storage power stations has accelerated , And the gradual promotion of lithium batteries in the field of energy storage batteries for mobile communication base stations, the market share of energy storage lithium batteries has grown from nothing. The development of the global lithium battery industry presents four major characteristics: First, the driving effect of power lithium-ion batteries is apparent; second, the focus of industrial development is further shifted to my country; third, the pace of technological innovation is gradually accelerating; fourth, the intensity of industrial integration continues to increase. Countries have different development trends. Japan’s growth rate has begun to pick up, South Korea’s growth rate has clearly declined, and my country has maintained a steady upward momentum. The energy density of lithium batteries remains the same at the same energy consumption, and the volume and weight of the battery pack are subject to strict restrictions. The single maximum driving range of a new energy vehicle depends critically on the energy density of the battery. Industry insiders said that the current single energy density of ternary lithium batteries is close to the limit, and it is difficult to break through. To further increase the energy density of ternary lithium batteries, it is necessary to further increase the proportion of nickel in the battery. However, after the proportion of nickel in the battery increases, due to the poor thermal stability of high nickel, the thermal reaction inside the battery will be very intense, and safety issues are worrying. Relying on the Sanyuanli battery technology route, it is very difficult to achieve the energy density of power lithium-ion batteries at 350Wh/kg. Therefore, the industry hopes to rely on solid-state batteries to further increase battery energy density. On the monomer, the advantages of the ternary soft package are really clear. Especially when comparing the mass energy density, because the soft pack battery is packaged with aluminum plastic film in structure, the weight is 40% lighter than the steel shell lithium battery of the same capacity, and 20% lighter than the aluminum shell lithium battery. The safety of the ternary soft bag is higher, the size is flexible and convenient for layout, and it is also suitable for solid-state batteries. Therefore, in actual use, there is also an upward trend. Behind the performance improvement is the accumulation of technology and the bold practice of innovation. As the earliest industrialized power lithium-ion battery technology route, my country’s mainstream lithium iron phosphate battery companies continue to innovate from cell design, material selection, process matching, processing equipment, and pack lightweighting. Lithium iron phosphate battery technology continues to iterate and energy Density continues to increase. In general, with its own performance advantages and rapidly declining prices, the market scale of lithium batteries has gradually expanded, and the increase in demand has directly led to the expansion of industry output and the decline in manufacturing costs, which in turn stimulated the further increase in market demand, and the industry scale has continued to expand. Space. However, the energy density and safety of power lithium-ion batteries influence each other. The higher the battery energy density, the worse the battery stability. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: What are the requirements for 18650 lithium battery pack customization?