The progress of lithium iron phosphate penetration and the ternary transformation

As mentioned earlier, the choice of the direction of passenger car batteries this year has gradually become clear and clear. From the NCM5 series of batteries, the next step is divided into three different evolution routes, low-cost LFP, compromised high-voltage 5 series of batteries and There are three types of NCM811 with high requirements and high cost. This article makes a summary of the penetration of 01 and LFP in September. LFP currently accounts for 27% of the number of passenger cars installed, with a total of 25,400 vehicles installed. If it is lower in terms of installed kWh. At present, LFP use companies mainly include: SGMW: A large number of low-cost batteries have begun to be used in various vehicles. In the range of 10-20kwh, the important use of LFP reduces the price on the one hand, does not add too much weight and is The safety of the system without liquid cooling is relatively better. BYD: Start switching around the blade battery. Chery and Hezhong: The two companies that make A00 and A0 cars start to use LFP for the second time, and it is also necessary to gradually reduce costs. Tesla: Nine There are only single digits in the month, and it is expected that the volume will gradually increase from October to December. This will be a very important driving use. Figure 1 LFP penetration rate and car companies used From the perspective of cell energy density, currently LFP cells are mainly concentrated in Between 170-180Wh, from the perspective of suppliers, CATL, Guoxuan and BYD rank the top three respectively, followed by Ruipu and Penghui Energy. Figure 2 The energy density distribution of LFP cells. From the specific specifications of LFP cells, there are cylinders, blades and square shells. LFP cells have begun to break through the original 150Ah, which means that with the use of Tesla’s 161Ah cells, There is still room for the replacement of many models in the future. The difficulty here lies in the relationship between the time to transform existing models and the layout of the next generation of platform batteries. Table 1 The distribution of existing LFP batteries in groups. We can compare the energy density distribution of ternary. At present, the energy density of ternary is mainly concentrated in 200-220Wh/kg, which is our more common interval. Figure 3 Energy density distribution of ternary battery cells 02. Distribution of battery cell types of the leader 2020 is actually a year of switching. In passenger cars, not only LFP switching, but also the gradual transition from 148-width cells to 220-width cells Batteries, as well as custom-made batteries for Volkswagen, BMW and Mercedes-Benz, have seen a lot of differentiation in the case of the C family as shown below. At present, we can be divided into a level within 60Ah (importantly the soft package and the single-thickness cells of the early design), a level of 100-120Ah, and 150-180Ah and about 200Ah cells. From the specifications and In terms of quantity distribution, it is indeed a bit scattered. The number of 177Ah batteries before the NCM811 is controlled within a certain range compared with the batteries of the 5 series. At present, only some car companies are using them. This NCM811 is an important evolution direction for German car companies, so from 2021-2022 Looking at the year, it will continue to be used in combination with system protection due to the need to reduce costs. In the future, the 5 series 150Ah will be iterated to the high-voltage 5 series 177Ah and higher capacity batteries. 2021 is more like a battery switch. The transition process is divided into several lines. This process needs to be straightened out. It is estimated that it will not be possible until 2021 models are further concentrated. If it is still so dispersed, the so-called annualized GWh production will be broken by different battery specifications and monthly demand. Table 2 Summary of C Home Appliance Core Supply Classification in September: 2020 is indeed a phased turning point for my country's new energy vehicle development, which is particularly important from the perspective of battery cores. Many places mean supply consolidation and direction switching. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete.