Introduction of the similarities and differences of Panasonic, LG and Samsung SDI lithium batteries

The GF Securities Co., Ltd. research reports that: in the world's top ten lithium battery enterprise, there are two in Japan, two in South Korea, the rest are all Chinese companies, including BYD is leading China.According to the starting point to study statistics, Japan's Panasonic and SONY  accounted for 16.7% of global sales, South Korea's LG chemical and Samsung SDI accounted for 22.5%, the rest of the vast majority of manufactured by China.

The 2016 global lithium battery industry competition

2017 q1 lithium battery shipments distribution around the world

According to Bloomberg New Energy Finace, in the first quarter of 2017, the global lithium battery shipments (only for hybrid and pure electric vehicle battery) for 5273 MWH, including Panasonic for than most, 42%.2016 global mainstream of new energy vehicles using the anode materials mainly have three yuan sliding, modified sliding, ternary NCA, modified LMO, such as the mainstream of battery suppliers such as Panasonic, Samsung, LG chem.Car companies with lithium-ion battery manufacturers cooperation is increasingly close, the binding relationship gradually forming.The lithium battery industry leading enterprise expansion plan explicitly.In the market and policy from all over the world and is driven by double line power battery manufacturer for expansion.

In 2016 the global new energy automobile main models technical route and batteries supplier

Panasonic: long-term accumulation, cylindrical cell leader

Matsushita electric industrial co., LTD was founded in 1918, in 1994 started to develop rechargeableLithium ion batteries.Panasonic in 1998 began production laptop dedicated cylindrical lithium-ion batteries, and built the leading industry of the lithium ion battery production line.In November 2008, Panasonic announced a merger with Sanyo, had become the world's largest lithium battery supplier.With the development of new energy vehicles,Panasonic power battery business operating income growth, in 2016 to $1.8 billion, about 50% year-on-year growth, power battery shipments of about 9.8 2016 GWh, year-on-year growth of 56%.

Panasonic power battery business revenue changes

Panasonic power battery shipments

In 2008, Panasonic and Tesla to cooperate for the first time in 18650Cobalt acid lithium batteries is the Tesla Roadster's first model adopted.Since then, Panasonic and Tesla has maintained good relations of cooperation, to become the Tesla's main power battery supplier.In 2014, Panasonic announced a joint venture with Tesla Gigafactory build super battery factory, the relationship between further.In addition to Tesla, Panasonic with vw, ford, and many other manufacturers also exist in cooperation, customers in Europe and the United States, concentrated in the United States.

Panasonic power battery anode is used three yuan material, high nickel batteries encapsulation is given priority to with cylindrical.Columns including the advantages of mature production technology, product yield is high, like a 18650, 21700, unified specifications, such as overall cost advantage.At the same time, its shortcomings are obvious, cylindrical steel shell commonly used batteries or aluminum packaging, will be more heavy, specific energy is relatively low.Currently, most of Panasonic power battery supply Tesla. ModelS and ModelX USES a 18650 cylindrical battery, the latest generation with NCA 18650 battery anode material, the cathode using silicon carbon composite material, monomer energy density up to 250 wh/kg.Model3 using 21700 cylindrical battery, monomer energy density increased to 340 wh/kg, is currently the monomer on the market the highest energy density of batteries.

Panasonic 18650 cobalt acid lithium batteries

Panasonic power battery factory are mainly distributed in Japan, the United States and China.At present, the Model3 and ModelX battery factory in Japan.In June 2014, Panasonic and Tesla joint venture to build the factory Gigafactory break ground. Gigafactory factory production is a cylindrical 21700 batteries, the batteries will be used in Tesla energy storage products and Model3 sedan.This year on January 5, Tesla said Gigafactory factory has already started to mass production of lithium ion battery.In addition, Panasonic in Dalian, China and the Suzhou set up a factory, Dalian factory square battery, battery capacity after the completion of the plan completely available to 200000 electric vehicles, the first phase has been put into production.Suzhou factory for Panasonic and Suzhou jie new joint venture factory, producing 18650 cylindrical battery, expected this year

Half a year and put into production, annual production capacity of up to 100 million 2017.

LG chem, foster strengths and circumvent weaknesses, make soft package leading enterprises

LG chemical belongs to South Korea three group, LG group, since it was founded in 1947 in half a century, LG chem through constant innovation and research and development activities, grow up to be leaders of South Korea's chemical industry of South Korea's largest integrated chemical company.In 1998, LG chemical research and development of the official start of the lithium ion battery, its own decades materials production research and development experience, the development of the lithium battery of LG chem in has the advantage of industry chain synergy, can is anode materials, the respect such as isolation membrane has a unique technology, imported into it the first time the product design, reflect directly to the batteries developing links with unique technology.At present, LG chem from Cell, module, BMS, Pack development to technical support, provide all products related to power battery combination.In the past few years, LG chem power battery business operating income increased year by year, power battery shipments of 7.3 2016 GWh.

LG chem electric power battery solutions

In 2009, LG chem officially enter the power battery market, cooperation with South Korea's hyundai kia, for the first application of lithium battery products in the commercial hybrid.Since then, LG chem successively and general, Renault, ford, Volvo and other international will manufacturers to cooperate, to be a main power battery, one of the three largest suppliers.

LG chem power battery business revenue changes

LG chem power battery shipments

Technically, LG chem positive USES three yuan is the main material of sliding, the battery packaging, LG chem most of them adopt fold type soft package design, is recognized as soft package leading enterprises at home and abroad.Soft package lithium-ion batteries key materials used, the positive material, negative material and the diaphragm, with the traditional distinction between steel shell, aluminum shell lithium battery is not big, the biggest difference between flexible packaging material (lu: su composite membrane), this is the most critical in soft package lithium batteries, the most technically complicated materials.Soft bag packaging material and structure of the battery has a series of advantages.1) safety performance is good, soft package of batteries in structure using aluminum-plastic film packaging, security issues, soft package batteries tend to split, cheerily won't explode.2) light weight, soft package battery weight is lighter steel shell of the same capacity lithium battery by 40%, 20% is lighter aluminum shell lithium batteries.3) small internal resistance, soft package of battery internal resistance is small, lithium-ion batteries can be greatly reduced since the power consumption of the battery.4) cycle performance is good, soft package cell cycle longer life, a 100 - cycle attenuation 4% ~ 7% less than aluminum.5) design flexible, appearance is variable, any shape can be thinner, can be customized according to customer's demand, the development of new batteries models.Soft pack battery is consistency is poorer, the disadvantages of high cost, prone to leakage, high technical threshold.

LG chem power battery main customer

LG chemical in Korea, the United States, Europe, and China has power battery factories.Four power battery production base is located in Nanjing, China, respectively Han Guowu storehouse, the Holland, wroclaw, Poland.LG chemical plant in Nanjing is the following Han Guowu warehouse factory, the United States Holland factory of the world's third power battery production base, also will be LG chem's the world's most important power battery production base.LG chem is planning to automobile power battery capacity, meet the world's 50000 electric cars from 2016, rose to meet the 200000 electric cars in 2020, four times the growth to the original.And the core of the plan, new energy car battery base is Nanjing.

LG chem fold type soft package design

Samsung SDI: how, among the square cell leader

Samsung SDI (China) refers to the tube of Samsung production department in China, due to the display technology of liquid crystal, now turned production of lithium battery pack (battery pack), mainly used in laptop computers and other mobile devices.In 2000, Samsung SDI began to enter the field of power battery.In May 2015, Samsung SDI100 % acquisition MagnaSteyr engaged in battery business, a subsidiary of MSBS (MagnaSteyr Battery Systems GmbH&CoOG), from now on Samsung SDI structure built from cells and modules to complete battery system of electric vehicle battery business.Lithium battery in the market in the global small consumption, Samsung SDI.Compared in the field of power battery, Panasonic and LG chem, Samsung SDI both revenue and power battery shipments appear slightly inferior.

Samsung SDI power battery business revenue changes

Samsung SDI power battery shipments

In 2008, Samsung SDI and Bosch SBLimotive joint venture set up power battery company.In 2009, BMW launched all-electric Megacity, SBLimotive become the Megacity vehicle power battery suppliers, open the power battery market for Samsung SDI.In July 2014, Samsung SDI signed with BMW electric vehicle battery supply to expand and develop a new generation of battery materials a memorandum of understanding, to further consolidate the Samsung SDI partnership with BMW on the power battery.At present, the Samsung SDI has been selected as the core of more than 30 electrification project of battery suppliers, and rising number in the project.First installation of car has Fiat500e Samsung SDI batteries (pure electric vehicles), the i3 (pure electric vehicles), the BMW i8 (phevs), and many other OEM models.

Samsung SDI power battery main customer

Different from Panasonic, LG chem, Samsung SDI power battery packaging format is given priority to with square, at the same time, actively follow up 21700 battery production, the anode material mainly USES three yuan sliding and NCA.Square shell battery can produce large capacity monomer battery.In addition, the square battery shell is aluminum alloy, stainless steel materials, such as more inside the coiling, or folding chip technology, the protection of batteries is better than that of the aluminum-plastic film battery (that is, the soft bag battery), safety relative cylindrical battery batteries are improved greatly.Square the shortcoming and the type of the battery is too much, technology is difficult to unity.

Samsung SDI square battery is given priority to development

Samsung SDI power battery factory are mainly distributed in China, Europe and South Korea, located in Ulsan, Xian, China and Hungary, Germany, the factory production of Ulsan, as, the current main power battery for BMW i3 and i8.In August 2014, Samsung SDI car power battery factory starts to build, with a total investment of $600 million, completed and put into production in October 2015, a year for more than 40000 pure electric vehicle battery supply, plan sales topped $1 billion in 2020.

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