BYD chose the ternary lithium battery rather than the lithium iron phosphate battery

BYD quietly do a thing this year, which has not caused widespread concern in the industry. That is BYD new energy passenger car. It uses ternary lithium battery.

You don't look down upon the replacement battery, suggesting that BYD in the future in the field of new energy vehicle power system transformation, from the original lithium iron phosphate batteries to ternary lithium battery transformation. Lithium iron phosphate batteries once is the most important technology for BYD auto, whether this transformation means the lithium iron phosphate batteries had been abandoned?

BYD why once attaches great importance to the lithium iron phosphate batteries?

To clear this problem, we first take a look at why BYD had developed great effort of lithium iron phosphate batteries. BYD were actually made full preparations, then analyzed the international situation at that time, under the premise of battery technology choice, only the development of The Times, the emergence of giant, let BYD gradually lost its advantage.

1. And the core technology of ternary lithium manganese acid lithium, both in Japan and South Korea enterprise hands.

In automotive battery industry, Japan and South Korea enterprise early have mastered and the core technology of ternary lithium manganese acid lithium. Especially the ternary lithium, technologies, processes and equipment, Japan and South Korea industry leading has reached a very mature and stable stage. So tesla, BMW, these international giants in the development of new energy vehicles will be the first choice when Japan Panasonic, Samsung these international popularity higher product.

If the BYD in competition Japan and South Korea language are the ternary lithium battery manufacturers.

2. BYD lithium iron phosphate battery competitive pressure is small.

At a time when the lithium iron phosphate batteries, Japan and South Korea enterprise basic not involved, but is not without its rival. In the United States, there are two companies A123 and Valence is the main producer of lithium iron phosphate batteries, but the technology in China and the United States. So BYD lithium iron phosphate battery choose as a breakthrough point, can quickly reach the world's top level.

3. The extreme lack of cobalt and nickel resource in China

Published in 2012 by the ministry of land and resources according to the 2011 national mineral resources reserves, 79900 tons of cobalt deposits in China, the resource of 566000 tons, with mining significance, is only about 42100 tons, accounting for 6.5% of the identified resources reserves of 645900 tons. The cobalt reserves accounts for only 1% of the global total, import dependence in more than 90%.

And ternary lithium battery formula is inseparable from the two precious metals cobalt and nickel. And the two precious metals have international futures trading, not only high prices, and volatile. Lithium iron phosphate batteries are not the above two kinds of precious metals, so this is why BYD originally developed the lithium iron phosphate batteries.

4. The lithium iron phosphate battery under the high temperature stability

In automotive battery technology is not very mature, battery explosion often (right now, tesla also failed to thoroughly solve the problem of safety) as a result, security was seen as on-board battery first. The lithium iron phosphate battery under the condition of high temperature is stable, so from the consideration on the safety, lithium iron phosphate batteries you become the best choice.

So BYD's rapid rise in the lithium iron phosphate batteries have become the world's biggest electric car and battery maker. However the BYD is now in a gradually give up the lithium iron phosphate, switch to the ternary lithium batteries. Is this why?

1. The ternary lithium battery discharge performance at low temperature is better

China's land area is large, the cold weather in the north, BYD lithium iron phosphate batteries attenuation is more serious. The ternary lithium battery is in the low temperature state down performance better. Therefore BYD in a long time internal sales in the north of China is lower, not completely recognized by the market.

2. The ternary lithium battery energy density is high, high charging efficiency

At present, in the new energy vehicles under the condition of infrastructure construction is also imperfect. Whose range is long, who will decide the car better. Life is always a new energy vehicles the most care about. And the ternary lithium battery energy density and charging efficiency, is better than the lithium iron phosphate. In Beijing, saic these manufacturers of new energy vehicles have to ternary lithium batteries, BYD new energy vehicles became evident disadvantage in life and charge and discharge.

3. Only BYD insists on iron phosphate, be alone

In the field of electric vehicles, tesla is the benchmark of many enterprises. While traditional auto makers in turn to the new energy vehicles, also without exception the use of the ternary lithium battery. Therefore, BYD became the lithium iron phosphate alone, even if sales of BYD new energy vehicles are very large, but also difficult to compete with so many companies.

At present, China's electric cars, electric field, the number one has not BYD, but Ningde era. Ningde era is Baic, Saic, Geely, Dongfeng and Changan supplier. So BYD manufacturer competition anyway but so much of new energy vehicles, so BYD finally abandoned the lithium iron phosphate, using the ternary lithium battery.

BYD is how to enter into the field of ternary lithium battery?

BYD's long-term development, in terms of lithium iron phosphate batteries on ternary lithium batteries can be said to be a green hand. So last year, BYD hin tech center set up a joint venture, joint research and development production of ternary lithium battery. BYD has the proportion of only 10%, is not the controlling shareholder.

Conclusion:

1. BYD is still independent brands, new energy vehicles most manufacturers. But in terms of key battery, already can't say the absolute leader, in terms of ternary lithium batteries, BYD is still a long way to go.

2. The future of China's new energy automobile market, there will be one or two batteries oligarchs. Ningde era, for example, it focuses on battery research and development, through the cooperation with many manufacturers, mass production to reduce costs. BYD self-sufficient way is eventually the enemy but with a number of manufacturers joint Ningde era in the way.

3. Now all the new energy automobile manufacturers in the world, almost no one is his own production and R&D of the battery. BYD is a first, Xuan is a high-tech joint venture with BYD countries, we can also see that BYD or outsourcing the battery in the future. In order to reduce development and production cost.

The page contains the contents of the machine translation.