Nissan Motor announced its withdrawal from power battery manufacturing

Nissan Motor Co., Ltd. said recently that it wants to sell a 51% stake in AESC (NEC accounted for 49%). In the future, it hopes to further reduce the production cost of electric vehicles and respond to fierce competition through external procurement. This is very different from the current situation in which domestic batteries are hard to find.

The disintegration of the international lithium battery giant AESC is a blockbuster in the field of power lithium batteries, which has a profound impact on the industrial structure. According to Japanese industry sources, Nissan, including Sony, has withdrawn from the power battery industry. It is not an impromptu work, and the industry has long been aware of it.

According to the internal information of LG Chem, the major manufacturers in the future will no longer be concerned with the United States, but with the policy of China and China, which will be seen from Samsung. The era of lowering the selling price, increasing market share, purifying competitors, and indicating that the power battery is changing may have arrived.

Nissan exited the power battery and pushed the battery standardization process to the side, giving new choices to the OEM.

Generally speaking, in pure electric vehicles, the proportion of power battery modules to the total vehicle cost is close to 50%. If the new energy vehicles are truly popularized in the next 10-15 years, and the whole vehicle manufacturers should expand their profits, the first problem to be solved is to reduce the battery cost.

At present, the vehicle-mounted power batteries used by new energy vehicle manufacturers vary in shape, capacity, and materials, and most of them are grouped by themselves. It can be said that it is a customized product based entirely on its own production conditions. This makes it difficult to standardize the battery in the international scope, which directly causes the manufacturing cost of the battery to be difficult to detect.

Therefore, the standardization of vehicle battery cells and even battery packs is a necessary condition for reducing the manufacturing cost of electric vehicles and popularizing EVs. Nissan broke the routine this time and took out battery purchases. It can be said that it has opened up a new road for the industry, indicating that the automakers do not control the power battery and may be more competitive.

At the same time, in the prospect of intelligent and car-sharing development, as the OEM, the development of more upstream autonomous driving electronic equipment and the further downstream travel services may be more helpful for profit improvement.

The international power battery giant is struggling, and the power battery is no longer a high-profit industry. The reshuffle of the pattern is inevitable.

Compared with the big market in which domestic auto companies "queue" to buy batteries, Samsung SDI, Panasonic, LG Chem, and the three power battery giants (including small household power batteries) that account for more than 60% of the global power battery in 2015 can be said to be It’s good to have a full meal.

According to the 2015 annual report released by the three companies, Samsung SDI's operating profit is -59.8%, and Panasonic and LG are all below 0.1%. Of course, this is related to the high cost of the development of the advanced technology of the battery and the low-cost strategy of occupying the market. However, it is undeniable that the power battery is definitely a costly physical activity. From the industrialized originator of lithium-ion battery, Sony (the old inventor of the United States) has withdrawn from the battery field.

Judging from the current development of the electric vehicle market, if the marketization is initially achieved in 2020, the mode of large and small profits will be difficult to avoid. The rhetoric of Nissan's cost reduction is round. In addition, ASEC said that the world's lithium manganate technology route, under the ternary storm, may also be really tired. Do not mention lithium iron phosphate, afraid of being scolded.

Conclusion

Historical insights, when the Japanese LCD industry was smash hit, the low-end technology patents and production equipment transfer cash, and the accumulation of more upstream manufacturing and processing equipment will occur in the field of power lithium batteries. Will it happen again?

In the rapidly changing international situation,our power cells have not seen the possibility of a sharp edge in the global competition. Will domestic power cell manufacturers be so tough in the future can only wait and see.

The page contains the contents of the machine translation.