Will 2170 lithium batteries replace 18650 lithium batteries completely?

According to the latest reports from foreign media, the "2170" lithium battery is used on the Tesla model 3 and may replace the traditional "18650".

At present, Tesla's officially produced electric vehicles use 18650 batteries from Panasonic. The battery is a cylindrical lithium battery (the "0" in the code represents the column type), the diameter is 18mm, and the length is 65mm.

It is understood that the "2170" lithium battery has a diameter of 21mm and a height of 70mm. The larger the battery will reach an energy density of more than 300Wh/kg, and the cost per kWh will be controlled below 200 US dollars, compared with 18650. This is obviously an advantage.

The most interesting thing about the "2170" battery is that it will be used in the battery pack of Tesla's new Model3. This mass production has been confirmed to start in the second quarter of this year.

Tesla CEO LlonMusk once said, "This battery (2170) will be the world's highest density and cheapest battery." Although there is no substantive data to testify for this statement, we can feel this in the word line he is extremely confident in this battery.

The emergence of the 2170 battery may be much more than just replacing the 18650 battery as a source of energy for its electric vehicles. Perhaps it will set off a wave of battery research and development technology.

In the A-share market, a number of listed companies are involved in lithium battery technology. Among them, Zhonghe (002070) owns the core technology of NCA, and has sent samples to international companies such as Sanyo and Toshiba for certification. It is possible to supply Tesla indirectly. Shanshan (600884) produces lithium battery cathode materials including LCO, NCM and NCA.

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