Power battery manufacturers have always believed that lithium iron phosphate batteries will inevitably return to the mainstream of the market, from its safety, and plasticity have very good prospects, in addition to the blade battery developed and produced by BYD is to have lithium iron phosphate components manufacturing, a market, it has attracted much attention.
It is understood that the Fudi battery factory is now BYD "blade battery" the only production base, the factory with a total investment of 10 billion yuan, planning annual production capacity of 20GWH. now has been put into production 1 production line, the second is still in the commissioning, the program put into production 8 production lines within the year. "Following the increase in demand from the market, BYD will also further expand its blade battery production capacity by altering the existing factory production lines and building new production lines next." Fudi battery company deputy general manager Sun Huajun introduced.
Materials flash, blade battery is BYD in March this year launched a lithium iron phosphate products, will be 96 cm long, 9 cm wide, 1.35 cm high single cell, through the array approach to arrange together, like a "blade" the same stab into the battery pack, in the group crossed the module and beam, reducing the redundant parts. Constitute a structure similar to the honeycomb aluminum plate, while improving the safety function of the battery pack, the volume utilization rate also improved by more than 50%.
The reporter noted that, compared with the mainstream ternary lithium battery, the blade battery because of the high safety features of this feature, once introduced has been the love of many car companies. As early as May 14, BYD car sales Co., Ltd. deputy general manager Li Yunfei will be leaked in microblogging, blade battery has officially "settled" an international brand. Now BYD is directly marked, "we can think of electric car brands are looking for us to negotiate collaboration".
"Now there are a number of international brands and BYD to discuss the blade battery collaboration matters, in view of the higher than expected market response, BYD has chosen to proceed to expand the blade battery production line in Chongqing Fudi, from the current annual production capacity of 6GWh to the end of this year, more than 13GWh." BYD indicated that BYD blade battery external supporting models are also estimated to be listed in the second half of 2021 or the first half of 2022 in succession.
"At the beginning we put in four production lines, and later added two more production lines in order to cope with the surge of scheduled volume. Recently, according to the organization of President Wang Chuanfu, our factory is ready to add two more production lines in the near future." Located in the Bishan District of Chongqing Fudi battery factory staff indicated that, even so, Bishan factory capacity this year has been booked empty.
Shortage of safety is the competitor "hard wound"
The face of the blade battery "wild harvest" mall this phenomenon, the industry generally believes that the instability of ternary lithium battery function or "help" one of the factors.
Sun Huajun also went through a set of data to show the difference between lithium iron phosphate materials and ternary lithium materials in safety: "at a temperature of 500 ℃, lithium iron phosphate material structure is still very stable, but ternary lithium materials at about 200 ℃ will be differentiated, and the chemical reaction is more violent, will release oxygen molecules, more easily triggered by thermal runaway. "
"As we all know, the safety incident is the new energy car industry development of the death risk, and the essence of the new energy car safety incident is the battery thermal runaway. And in recent years, the occurrence of electric car fire incidents, carrying ternary lithium battery electric car fires are much higher than lithium iron phosphate batteries." Some industry sources told reporters that although the main stream of new energy car battery is ternary lithium batteries, Ningde era also relies on ternary lithium batteries also won the global power battery shipments for three consecutive years, but in the subsidy slope, the impact of frequent safety incidents and other factors, ternary lithium batteries in the market advantage has been gradually weakened.
"The reason why ternary lithium batteries can sweep the entire power battery market with significant defects, mainly for two reasons, one is because of the irrational pursuit of energy density of the entire operation, and the second is because its opponents are really too weak." The above industry sources frankly, in this context, the emergence of the blade battery is bound to change the situation, "now BYD and Tesla have chosen to make a push in the field of lithium iron phosphate, coupled with its clear and clear low-cost and high security advantages, now lithium iron phosphate has gradually in the field of new energy passenger cars 'rebound ', has gained more and more host plant focus. It can be said that the blade battery is not only BYD, but also lithium iron phosphate battery back to the mall of the key work."
Revival of the power battery technology journey
However, even though the blade battery in the safety of the advantages are very significant, but because of the previous work too much chase high energy density, now ternary lithium batteries still occupy a dominant position in the market - even BYD, in the passenger car field most of the models equipped with the same ternary lithium batteries.
"From the energy density and other aspects, lithium iron phosphate batteries have always had limitations. BYD Han EV can do 600 kilometers of range journey is now very good. But from the current trend of the development of the electric car industry, customers out of habit, still more inclined to buy a higher range journey of the car." A refusal to sign the car company employees told reporters that at this stage, high range is still an important factor affecting customers to choose a car, so in the short term, ternary lithium batteries are difficult to change the mainstream orientation of the market.
"BYD has its own judgment on the development of the market, in addition to their own needs, following the external spread of battery parts, the blade battery will have a lot of room to increase in the future." Li Yunfei leaked, in the next few years, BYD's big models are expected to carry the blade battery, "trust in the second half of 2021 to 2022, we will see more internationally renowned brands gradually choose BYD's blade battery."
But it is undeniable that the mall's focus on lithium iron phosphate batteries is also gradually climbing. Materials flash, in the latest batch of new energy model declaration directory of the Ministry of Industry and Information Technology, equipped with lithium iron phosphate models have quietly climbed to 25% of the proportion. The industry generally believes that the strong attack in the blade battery, dormant for a long time the power battery mall technology journey of the battle will be revived, who can win will have to wait and see.
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