Power battery cost analysis of new energy vehicles

Whether it is the problem of fast and slow charging time, or the length of the cruising range, etc., it is inseparable from the very core components of electric vehicles: power batteries. Let's talk about the types and cost analysis of mainstream power batteries on the market for everyone to make a reference.

Pure electric vehicle cost analysis

From below, the dynamic system of pure electric vehicles (SanDian) now cost 50% of the total cost, including power battery costs account for 70% of the total cost of SanDian again, cell structure, the anode materials is the most expensive, accounts for about 45%.

The new energy automobile industry comparison of two models of fire, Weilai ES8 and modelS the layout of the battery and motor, as shown below:

The mainstream power battery cost analysis

At present, there are two main types of mainstream power batteries: ternary lithium batteries and lithium iron phosphate batteries. However, most of the newly listed electric vehicles on the market currently use ternary lithium batteries. The reason is simple: the energy density of the ternary lithium battery is much higher than that of lithium iron phosphate. The latest national subsidy policy for new energy vehicles puts very stringent requirements on battery energy density: the threshold is 105Wh/kg, and the coefficient is only 0.6; only when it reaches 120Wh/kg, the coefficient can reach 1. At present, the general energy density of lithium iron phosphate is about 120Wh/kg, while the energy density of ternary lithium battery can be about 140Wh/kg.

The following are the current market prices and future price estimates for lithium iron phosphate batteries and ternary lithium batteries. Considering the current overcapacity and the demand for lithium iron phosphate terminals is far less than that of ternary lithium batteries, I have given the prediction that by 2020, the terminal cost of lithium iron phosphate will drop to 900 Yuan, and the ternary lithium battery Will find 950 Yuan.

In fact, from the perspective of safety and repeated service life, the performance of lithium iron phosphate battery is better than the ternary lithium battery, but in the face of battery life, the country is still more inclined to ternary lithium battery. This can explain why the pure electric bus will choose to use lithium iron phosphate battery. After all, there is not much demand for space. Safety and service life are the two most important considerations.

Power battery company shipment ranking

At present, there are many power battery companies on the market. According to the online shipments announced in 2017, the top ten companies are: CATL (Ningde Times), BYD, Waterma, Guoxuan Hi-Tech, Beijing Guoneng, BAK, Fu Neng Technology, Lishen, Jiangsu Zhihang, Yiwei Lithium Energy, the specific shipments accounted for as follows:

In the future, with the popularity of pure electric vehicles, once the scale effect is achieved, the battery cost will continue to decline, thus promoting the further popularization of electric vehicles. Of course, if there is a new battery technology, the above cost structure will change. I hope that new energy vehicles can develop better and better!

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