Mar 12, 2019 Pageview:1238
In the current field of new energy passenger vehicles, ternary batteries occupy a dominant position due to the advantages of energy density, and lithium iron phosphate batteries can only retreat to passenger cars, logistics vehicles and other fields. However, passenger cars are recognized as the most growth potential and the largest market segment in the industry. Will lithium iron phosphate batteries really miss this feast?
There is no doubt that some lithium iron phosphate batteries "big bang" obviously will not give up the good market to others.
Recently, Qingdao Guoxuan Battery Co., Ltd. (hereinafter referred to as “Qingdao Guoxuan”) stated that the main construction of the second phase of the project was completed, the equipment was being installed in the factory, the online connection debugging was completed in early August, and the trial production was planned in late August. Officially put into production in September. The Qingdao Guoxuan Phase II project was changed from a ternary battery to a high-energy density cylindrical lithium iron phosphate battery in July with a total investment of 1.036 billion Yuan.
Weidong Wang, chairman of Qingdao Guoxuan, said that the second phase, which has been completed, will produce high-energy lithium iron phosphate battery, which can produce 2GWh lithium iron phosphate battery per year after being put into production, and can supply more than 60,000 passenger cars for BAC and other main engines every year.
The second phase of the 32131 high energy density cylindrical lithium iron phosphate battery, the monomer energy density reaches 180Wh / kg, the passenger car using the battery, the cruising range can reach more than 300km. With the development and application of a variety of new materials and technologies, Guoxuan Hi-Tech plans to increase the lithium iron phosphate cell core to 200Wh/kg in 2019.
Zhen Li, the head of Guoxuan Hi-Tech, even publicly stated: "Our lithium iron phosphate battery is available both domestically and internationally. Our goal is to achieve a monomer energy density of 220Wh/kg in 2020. ”
An indisputable fact is that the growth rate of the current passenger car market is slowing down, the logistics vehicle market is in the iron and lithium and ternary "tear-saw", the passenger vehicle market is occupied by the ternary, the energy storage market has yet to be developed, and the excess capacity of lithium iron phosphate Under the superposition of multiple factors, the general performance growth of lithium iron phosphate battery companies is weak. At this time, Qingdao Guoxuan decided to add a lithium iron phosphate battery, showing full confidence, and further highlighting the ambition to expand the market of lithium iron phosphate passenger car market.
The survey found that Guoxuan's self-confidence should mainly come from two aspects, one is the superb technology and the second is the pre-judgment of the new energy passenger car market in the post-subsidy era.
A senior technical chief told the high-tech lithium battery that the energy density of the square aluminum-shell lithium iron phosphate battery produced in 2018 is about 160Wh/kg. Some excellent battery manufacturers will be able to achieve 175-180Wh/kg next year. At the level, some powerful manufacturers use the lamination process. The capacity is made larger, or can achieve 185Wh/kg.
“If lithium iron phosphate-graphite system is also used, the compaction is not greatly improved, and the energy density of lithium iron phosphate monomer is difficult to reach 200Wh/kg and above.” The above-mentioned technical director said that the energy density can be increased by doping silicon with a negative electrode. But generally do not do this, because the addition of silicon, the lithium iron phosphate cycle performance will be worse.
Guoxuan claims that its 32131 high energy density cylindrical lithium iron phosphate battery cell energy density has reached 180Wh / kg, plans to rise to 200Wh / kg next year, the goal is to reach 220Wh / kg in 2020, which shows that it has far exceeded peer level . So how does it do it?
Dr. Xinfeng Li, deputy dean of Guoxuan Hi-Tech Battery Research Institute, revealed that in the research and development of lithium iron phosphate battery, the company has optimized the material system structure and increased the design of battery core and electric core structure by increasing the basic research on materials. The improvement of the aspect and the improvement of the control ability of the processing precision of the production equipment have made the energy density, safety performance, rapid charging capability, low-temperature discharge capability, over current capability, and battery life of the lithium iron phosphate battery a big breakthrough.
"Batteries using lithium iron phosphate batteries have achieved performance in all aspects of the system and the whole vehicle, even exceeding the ternary batteries, making the iron-lithium batteries in the field of new energy passenger vehicles to achieve the same situation with the ternary batteries." Xinfeng Li The doctor said.
In addition to Guoxuan, there is news that another lithium iron phosphate "big cockroach" also revealed that the battery cell can be made 200Wh/kg in the future. When the high-tech lithium battery called the technical route, the technical staff of the company said that it was not convenient to disclose it.
Some people may question that even if the energy density of lithium iron phosphate breaks through the bottleneck to 200Wh/kg and above, there is still a big gap with the energy density of the ternary battery. For example, the ternary soft-pack battery cell with the lowest energy ratio in bulk supply this year. At 210Wh/kg, the cell products of individual enterprises with a specific energy of 260Wh/kg have reached the mass production level, and will reach 300Wh/kg by 2020.
However, some insiders also reminded that the current energy-density competition for power batteries is completely dragged by state subsidies. After the cancellation of state subsidies in 2020, when consumers make decisions, they consider comprehensive cost-effectiveness.
"For small and medium-sized cities, the lithium iron phosphate battery has a cruising range of 200-250 kilometers, and even better than 300 kilometers, it should be enough." The industry insiders said that in the era of subsidies, lithium iron phosphate the cost advantage will be more prominent, coupled with better security and longer cycle life, it should be considered by consumers.
It is based on such considerations that some power battery companies have predicted that the market share of lithium iron phosphate in the passenger-free market will rebound in the unsubsidized era, which has become the basis for decision-making of its current overweight expansion.
Obviously, the state-of-the-art Guoxuan is one of the most confident companies. Dr. Xinfeng Li revealed that the market has proved that the demand for lithium iron phosphate batteries in the field of new energy A-class vehicles is huge, and the market demand for one model reaches tens of millions. The large capacity can only be achieved by Guoxuan Hi-Tech. Goods, with scale advantages.
It is worth noting that Guoxuan High-Tech is optimistic about the prospect of the lithium iron phosphate battery passenger car market, which does not mean that it does not pay attention to the ternary battery. In fact, it is also improving the ternary battery technology and production capacity. Qingdao Guoxuan Phase I annual production capacity of 1GWh is the ternary lithium battery, Hefei Guoxuan is also expanding the ternary battery capacity.
Guoxuan Hi-Tech's strategy is to rapidly promote the improvement of ternary battery technology and capacity expansion, and at the same time, it is full of confidence in the future large-scale market application of lithium iron phosphate battery, and the situation will increase the capacity of lithium iron phosphate battery.
In fact, optimistic about the application prospects of lithium iron phosphate battery passenger cars in the non-subsidy era, not only the Guoxuan Hi-Tech family, but the real situation in the end, high-tech lithium battery will continue to follow the report.
The page contains the contents of the machine translation.
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