Analysis of similarities and differences between BMW and Tesla with the same ternary lithium battery

Analysis of similarities and differences between BMW and Tesla with the same ternary lithium battery

With the arrival of the BMW i3 and i8, no matter how much we tut-tut at the price, there is no doubt that China's elite consumers have two more big toys.

On September 21, Beijing Olympic park became a place where the night never ended. Two revolutionary new models, the all-electric BMW i3 and the plug-in hybrid sports car BMW i8, have officially arrived in China. Among them, pure electric model i3 launched pure electric version and extended hybrid version at a price of 44.98-516,800 yuan, while plug-in hybrid sports car i8 only launched standard version at a price of 198.8 million yuan.

The i8 is new wine in old bottles

Many people compare Tesla with BMW i8, two Teslas can buy one BMW i8, which is actually the good fortune of Tesla and the bad luck of BMW i8. The I8 is BMW's undisputed ceiling product, a standard supercar in terms of both design language and power parameters. It's just that the supercar has a bit of a twist on it - a hybrid design that will appeal to the elite.

Will tell from the concept, the BMW i8 is a new energy cars, is the concept of environmental protection and environmental responsibility among the elite of curing and sublimation, the penetration to the BMW i8 exquisite details, not only the production of carbon fiber materials and body assembly operations are 100% using the renewable energy generation, even the dashboard coated with olive leaf extract tanning leather.

For the global elite, it may cost more to make the car environmentally friendly, but it's also important -- as long as it's environmentally friendly, as long as it's environmentally responsible, as long as it's environmentally responsible, as long as it's environmentally responsible.

Perhaps, the arrival of the BMW i8, in the supercar market, may blow up a new energy trend.

The i3 battery is a ternary lithium battery similar to Tesla or both

Compared with the i8, the BMW i3 product has more practical significance in terms of both technical value and market value, and it is easier to see the consideration and layout of BMW in new energy.

In terms of technical value, the BMW i3 has three concerns. First, the battery technology may be in line with Tesla's publicly available i3 battery, which USES a joint venture between Samsung and Bosch called SDI. Samsung SDI is a world-class flat panel display professional enterprise, and green and energy-saving related industries are its new market growth points. According to the author's relevant search of SDI, this company can be said to be a giant in the upstream of new energy. Samsung SDI can provide a package of electric vehicle solutions such as electric power, battery cell, high-voltage battery system and low-voltage battery system, which shows that Korean battery enterprises are winning the worldwide license. Although BMW has not announced what kind of material it USES in its battery, according to the technical path of Samsung SDI, NCM (three-yuan lithium material) is its main technical route at present. Therefore, it can be inferred that BMW i3 and i8 should adopt the same three-yuan lithium battery as Tesla.

The second point is the different design idea of heat dissipation from Tesla. The high-voltage lithium battery is placed in the Drive module, which is a bit like a hard disk. The battery is the storage medium, and the Drive is the hard disk shell. Battery powered battery management system (BMS) BatteryManagementSystem) to ensure performance and safety, long service life of batteries, ensure the consistency of the vehicle performance, Samsung SDI has developed a high voltage battery systems of packaging solutions and are on various projects for the global automotive OEM development. Samsung SDI's high-voltage battery business also includes four parts: HEV battery module, HEV battery pack, PHEV battery module and PHEV battery pack. These four parts are characterized by the emphasis on protection performance on the one hand and the consistent management of temperature difference between cells on the other hand.

The third point is the lightweight design. On the one hand, it can reduce the weight of the car, so that the same electric quantity can run a longer distance. On the other hand, it can ensure the safety of the car. BMW i3's body structure is called "LifeDrive structure", which is the first car structure specially designed for pure electric drive cars. It consists of two separate units: the Life module, a carbon-fibre passenger compartment, and the Drive module, which consists of a chassis component, a Drive component and a high-voltage lithium battery. The advantage of this structure is that by stably placing all the drive components in the lower modules, the internal space of the central channel is saved, allowing passengers to have more space.

Peek into BMW's new energy layout

Before i3 and i8, there is another electric car joint venture brand that cannot be forgotten -- zeno. There is no denying that zeno is the fruit of policy, just like faw-volkswagen's carrier.

According to the public information, the maximum power and the maximum torque of brilliance BMW's zeno engine are 170 horsepower and 250N respectively. M's motor is powered by a lithium iron phosphate battery. On full power, the range is 150Km. lithium iron phosphate technology, currently the most popular battery material for electric vehicles in China, was introduced into China by SystemA123. lithium iron phosphate battery is also the true face of byd's "iron battery". At present, many domestic supporting manufacturers can produce lithium iron phosphate battery, from this point of view, zeno battery technology is not advanced.

In terms of sales, zeno adopts the form of leasing, while the sales channel of BMW i3 is 5S store, which means that only Shenyang, Beijing, Shenzhen and Shanghai can sell i3 temporarily. In this way, both zeno and i3 have distinct experimental characteristics. Zeno is responsible for "experience" of consumers through leasing, while BMW i3 aims at private consumption.

Zeno is the technical route of lithium iron phosphate, in the form of leasing. The I3, or ternary lithium battery, is for the private market, and BMW has a distinct experimental bent, judging by the modest range of the two models. Obviously, the i3 extended range version is BMW enters the new energy market the main force.

Although BMW also unveiled a "" 360 electric" "solution for the i3, customers can get the I series charging wall box and basic installation services for free. However, the i3 only has a 160kkm endurance, which has become a market issue it has to face. In terms of sales volume, although the i3 is expensive, Smart is already full of streets, and many people will buy the i3.

-- I can't afford to buy a Tesla, but I can't afford to give up any chance to make a splash. That's the fate of the i3.

Japan and South Korea four battery business details: Panasonic Samsung clique

Recently, the new energy vehicle power battery project invested and constructed by LG chemical co., ltd. of South Korea has been officially signed and settled in Nanjing economic and technological development zone. It is expected to be completed in 2016.

At the beginning of this year, Samsung SDI, anqinghuan new group and the shaanxi provincial government signed a memorandum of understanding on the three-party investment in the construction of a production base for automobile power batteries. Samsung SDI plans to build the car power battery project near the xi 'an plant of Samsung electronics semiconductor, which will start construction in the second half of 2014 and officially start production in 2015.

At present, the shipments of Panasonic, LG chem, AESC and Samsung are among the top in the world. In order to obtain more profits, South Korea's LG chemical and Samsung company established in the Chinese market in succession, in order to expand its production capacity, power battery market, and corporate Japan Panasonic and AESC also deliberately plan to enter China, in the future, a fierce battle in the four big power battery between international giants, who will get the highest profit, the top? We'll see.

Panasonic

Shipments: 36 million watt-hours in 2011, 241 million watt-hours in 2012, 409 million watt-hours in 2013, and 804 million watt-hours in 2014.

Cooperative automobile enterprises: Tesla, Volkswagen, Toyota, Suzuki, etc

Battery factory: sugizawa factory, Osaka, bayzuka factory, USA (to be built)

Technical route: research and development of lithium manganate doped nickel, aluminum and other elements of the solid solution system anode materials, the anode materials have been developed nickel-cobalt manganate lithium, nickel-cobalt aluminate lithium and so on.

Major partner: Tesla

In 2010 Panasonic announced a partnership with Tesla of the United States to develop and produce lithium battery systems for electric vehicles. Panasonic offers lithium battery units similar to the 18650 size. Panasonic invested $30 million and owns about 2 percent of Tesla.

Panasonic had planned to supply Tesla with 500 million to 600 million batteries between 2012 and 2015, but in October 2013 it signed a new agreement to supply 2 billion batteries between 2014 and 2017, worth up to $7 billion. As supply increased, Panasonic expanded the capacity of its sumizuka plant in Osaka and reopened its shell mound plant in the same city.

Separately, Tesla said in a quarterly letter to shareholders on July 31 that the company is on track to deliver 100,000 electric vehicles by the end of next year, nearly triple the number delivered this year. Tesla expects to deliver 35,000 ModelS this year. Separately, Tesla late last year struck a deal with Panasonic to triple its supply of 1.8 billion lithium-ion batteries over the next four years.

It is reported that the estimated sales volume of Tesla ModelS electric vehicles in the United States in 2013 is 18,650, ranking the third place in annual sales, and the global sales volume is about 22,400.

Tesla sold a record 7,579 cars in the second quarter. Production hit a record high of 87.63 million units in the quarter. Tesla expects to produce 9,000 vehicles in the third quarter of 2014 and plans to sell 7,800 ModelS vehicles.

LG chem

Shipments: 186 KWH in 2011, 817 KWH in 2012, 1.133 KWH in 2013, and 1.688 KWH in 2014.

Cooperative automobile enterprises: gm, mitsubishi, Renault, hyundai, hyundai mobius, Volvo, ford, Korea CT&T, Eaton, saic, qoros, chang 'an, etc

Battery plant: USA, Korea, China Nanjing (to be built)

Technical route: develop ternary materials based on manganese series

Main partner: gm

In May 2014, general motors of the United States revealed that it would stop purchasing A123 and switch to batteries produced by LG chem of South Korea to match the 2015 model launched in the second half of 2014.

In addition, LG chem has confirmed that its second-generation long-range electric vehicle battery, which has a range of 200 miles, could be ready for production by 2016.

Volanta sold 23,094 vehicles in 2013. The Chevrolet volt delivered a total of 2,020 vehicles in July 2014, and its cumulative sales reached 10,635 vehicles in the first seven months of this year.

AESC

Shipments: 966 gw/h in 2011, 1.096 gw/h in 2012, 1.385 gw/h in 2013, and 1.592 gw/h in 2014.

Cooperative automobile enterprises: Nissan, Dongfeng, etc

Battery factory: Japan

Technical route: lithium manganate doped with nickel, aluminum and other elements is being developed to replace manganese materials with nickel-cobalt alloy materials with the capacity of one time higher.

Main partner: Nissan

AESC (AutomotiveEnergySupplyCorp) company is by NEC (NEC), NEC east king and Nissan funded, joint venture specializing in the production of on-board lithium-ion rechargeable battery. The joint venture mainly supplies batteries for the Nissan leaf.

Nissan sold 22,610 leaf electric cars in the U.S. in 2013, more than double the 9,819 it sold in 2012. In July 2014, 3,019 vehicles were sold in the United States. In the first seven months of this year, a total of 15,755 vehicles were sold, a sharp increase of 62% over the same period last year. The Nissan leaf has sold more than 50,000 units in the U.S. and nearly 115,000 units globally, making it the world's best-selling electric car.

Samsung

Shipments: 43 gigawatt hours in 2012, 140 gigawatt hours in 2013, and 1,062 gigawatt hours in 2014.

Partners: BMW, Volkswagen, ta ta motors, Chrysler, porsche, ford and India mahindra

Battery factory: South Korea, xi 'an, China (to be built)

Technical route: develop ternary materials based on manganese series

Main partner: BMW

On June 14, Samsung SDI and BMW signed an agreement in South Korea to supply batteries for the BMW i3 and i8 electric cars and their successor HEV models. The deal is expected to be worth billions of euros.

At present, in addition to the officially released i3 mass production model, the more high-end i8 model is also in the road trial stage. Netnews also learned that BMW has registered the trademark names of all models from i1 to i9, indicating that the models of this brand will be fully covered in the future, and continue to use the electric system cooperated by BMW and Samsung, which is expected to include high-end luxury cars such as the i7.

In addition to the battery pack based on Samsung battery, the BMW I brand will adopt the battery pack in the future as the cooperation between the two sides deepens and the technology matures. At present, BMW has launched 3 series, 5 series, 7 series and X6 hybrid models, are also expected to use the electric assembly in the future.

BMW plans to start selling the i3 and i8 electric cars in China in September and deliver them to consumers through seven dealerships. With BMW's i3 in short supply, sales in China are likely to fall below 1,000 this year. The i3 is expected to sell more than 10,000 units worldwide in 2014.

Summary: according to the shipment volume from 2011 to 2014, AESC, LG chem and samsung are the four international power battery giants with higher shipment volume than the other three.

In terms of supply model sales, nissan leaf's cumulative sales in the United States have exceeded 50,000, and nearly 115,000 units have been sold in the global market, far higher than the sales of other three supply models. If sales of the Nissan leaf can be sustained, AESC battery companies will have the greatest profit potential.

In terms of future development space, Tesla will deliver 100,000 electric cars by the end of next year, BMW i3 and i8 will go on sale in China in September, and Panasonic and Samsung will also have a lot of profit space.

In the future, who will be the most profitable among the four international power cell giants: Panasonic, AESC, LG chem and Samsung? Number one in sales? It also depends on how well their respective groups fare in the electric-car market.

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