What kind of battery does the world's TOP10 hot electric car use
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2023/03/16 10:44:09
By now, everyone knows that China's car market is cold. Today we are going to talk about the "red spot in the green", namely the hot upstream and downstream new energy automobile industry. By the end of November, sales of new energy vehicles in China had broken the 1 million mark for the first time, and the annual sales volume is expected to be 1.2 million. The installed capacity of power battery in the first 11 months was 44GWh, an increase of 80% year-on-year. Power batteries and new energy vehicles have had mutual success, but little is known about power batteries compared to the attention paid to cars. In this issue, we will reveal the power battery matching of popular car companies and models based on big data and global sales data.
What kind of battery does the world's TOP10 hot electric car use
● What are the Top 10 reports for 2021?
The auto industry has mixed feelings in 2021. The worry is that consumer spending is cold, and that the car industry is on the verge of its first decline in sales. Encouragingly, industrial transformation continues to accelerate, and the real strong will come to the fore.
2021 is also the first year to take an in-depth look at the industry. We have established an industry channel, covering vehicle, parts, new energy, intelligent network, aftermarket, pan-industry six areas. We also rely on C-end big data to rationally analyze hot issues and predict the development direction of the industry. To mark the end of the old year and usher in the new, we have specially planned a series of TOP 10 reports of the year, which will be shared with our caring users in the last ten days of 2021.
Read the full text in one minute:
1. In the first 10 months, the cumulative registrations of global new energy vehicles exceeded 1.49 million, and the top 20 best-selling models included Tesla Model 3, Nissan Leaf, BYD Qin, etc. More than 50% of the market share; 2. In the first ten months of this year, all power battery manufacturers have reached or exceeded the shipment level of the whole year of last year, and the world's first place temporarily returned to Panasonic, with contemporary Ampress Technology Co., Ltd. ranking second. 3. In the international market, LG Chem is the majority battery supplier for various auto companies, Tesla is exclusively supplied by Panasonic, and BMW currently has two suppliers: Contemporary Amprius Technology Co., Ltd. and Samsung. 4. Contemporary Ampres Technology Co., Ltd. dominates the Chinese market, with shipments accounting for 41% of China's total power batteries in the first 10 months.
EV statistics show that 209,000 new energy vehicles were registered globally in October, up 75 percent year on year. In the first 10 months, more than 1.49 million new energy vehicles were registered globally. Among them, the top 20 new-energy vehicles by sales volume include Tesla Model 3, Nissan Leaf and BYD Qin. Occupy more than 50% of the market share.
Look at the power battery market. In the first ten months of this year, all power battery manufacturers have met or exceeded the shipment level of the whole year of last year, so far, the world's first again back to Panasonic, contemporary Amprius Technology Co., Ltd. ranked second. Whether contemporary Ampress Technology Co., Ltd. can still win the global power battery shipment champion this year depends on the market performance in the next two months.
In addition, high-end and high-quality batteries are in short supply, and the above-mentioned battery manufacturers still cannot meet the battery demand of global automakers, so there is still room for small power battery manufacturers to survive. What's more, as automakers shift to electrification, the demand gap for power batteries will continue to widen. If there are no major breakthroughs in other energy technologies next year, power battery shipments are expected to continue to climb. Next, let's take a closer look at the specific battery brands of automakers and their models around the world.
International market
Tesla: The only pet Panasonic battery
Although Tesla CEO Elon Musk has been told several times to visit Samsung and LG Chem in terms of battery suppliers, no substantial progress has been made so far. The popular Model S, Model 3, Model X and Model S, all use Panasonic batteries.
Due to Tesla's leading position in the global research and development and sales of electric vehicle technology, the batteries supplied by Panasonic specifically for Tesla have also become a rhythmic benchmark in the field of power batteries. In China, for example, Contemporary Ampris Technology Co. Ltd. and BYD Co. Ltd. are both examples of square-shell batteries. However, since Panasonic supplied 18,650 cylinder batteries to Tesla earlier, domestic cylinder batteries have become popular and even mainstream. At the beginning of this year, Tesla and Panasonic jointly announced the mass production of 21,700 batteries, and domestic companies quickly followed suit to develop and put 21,700 batteries into production. However, the following 21,700 batteries in China are faced with two major problems: one is that there is no upstream material, equipment and other basic conditions; the other is that the detection and supporting technologies of downstream automobile enterprises are not mature, so the mass production of 21,700 batteries in China is a bit reckless.
Currently, Panasonic is Tesla's only designated battery supplier. According to the statistics of true lithium research data, the total shipment of Panasonic in the first ten months was 15.6GWh, surpassing contemporary Ampress Technology Co., Ltd. and ranking the first in the world. However, Musk is also actively reaching out to other battery suppliers, or hoping to reduce the bottleneck through multiple battery suppliers.
Nissan: Battery supplied by AESC, to be replaced by LG Chem in the future.
In the field of electric vehicles, Tesla has attracted a lot of attention, whether it is battery capacity bottlenecks, vehicle fires, self-driving accidents, etc. , it can make headlines in the automotive press and cause a "citywide storm"; Nissan, by contrast, is a low-key practitioner. With the classic electric Nissan Leaf, which has been on the market for eight years since 2021, nearly 300,000 units have been sold in 49 countries around the world. So far, no car has broken its record.
So who's behind the Leaf's global expansion? The answer is an AESC unfamiliar to domestic consumers. AESC is a joint venture between Nissan and NEC established in July 2021 to manufacture lithium battery packs, modules and lithium battery packs. Then came the first plant, producing lithium manganate batteries for Nissan's electric cars and hybrids.
While LG Chem dominates the Chinese market, LG Chem is doing well in the international market. In the international market, LG Chem has many partner automakers such as GM, Renault, Ford, Volvo and Nissan. According to real lithium research statistics, LG Chem shipped 5.3GWh in the first 10 months of the year, ranking fourth in the world after China Contemporary Ampres Technology Co LTD and BYD. Perhaps this is one reason why Nissan is ditching its own son, the AESC, in favour of LG Chem. After all, the consistent selection of all the carmakers is the best evidence of its strength, and the low energy density of the AESC lithium manganate battery is a factor in the range improvement. AESC has been confirmed to be acquired by Chinese company Vision Energy, which is expected to be completed in March next year.
★ Toyota: nickel-metal Hydride battery packs for PEVE vehicles
The Toyota Prius PHEV, like the Nissan Leaf, is not well known at home, but is very popular in overseas markets. The model uses batteries from PEVE.
PEVE stands for Primearth EV Energy Company, a new energy company jointly invested by Toyota and Panasonic. It mainly develops batteries and power management systems for Toyota's hybrid and electric vehicles, as well as lithium batteries in addition to lead-acid and NIMh batteries. It is understood that the new Toyota Prius PHEV will be powered by "all-new" lithium batteries.
PEVE accounts for 85% of the global nickel-metal hydride battery market share for hybrid vehicles. Currently, PEVE's nickel-metal hydride batteries are used in Toyota's plug-in hybrid and regular hybrid models. In China, the hybrid cars of FAW Pentium, GM Lacrosse and other brands also use NIMH batteries, but the batteries are mainly purchased from abroad, and the NIMH batteries used in domestic cars are still in the stage of research and development.
★ Renault: LG Chem battery.
Renault's subsidiary Renault ZOE uses a Tesla-like battery pack on its chassis, which is supplied by LG Chem. Unlike ordinary electric cars, the Renault ZOE uses a way of renting batteries. Users only need to rent the batteries each month, and all batteries can be replaced in 2 minutes at the Reno QuickDrop service station.
It is worth noting that the current battery suppliers for the Renault-Nissan-Mitsubishi alliance are different. Except for Nissan and AESC, batteries for Mitsubishi's new energy vehicles are supplied by Japanese Lithium Energy. Although the Renault-Nissan-Mitsubishi alliance uses different battery suppliers, they all do well in terms of new energy vehicle sales: from January to October, the Nissan Leaf ranked second globally with 74,000 units, the Mitsubishi Outlander PHEV ranked ninth with 33,000 units, and the Renault ZOE ranked 13th with 29,000 units.
BMW: Battery suppliers include Samsung SDI and Contemporary Ampres Technologies LTD.
At present, BMW has reached cooperation agreements with China's Contemporary Amprius Technology Co LTD and South Korea's Samsung SDI. The two companies supply BMW with custom battery packs. However, as early as 2021, contemporary Ampres Technology Co., Ltd. reached a cooperation agreement with BMW, which laid the foundation for subsequent cooperation between the two sides. At the end of June, BMW placed another big order with Contemporary Amprius Technologies, worth 1 billion euros, according to Reuters. In terms of popular BMW models, BMW 5 Series New energy ranked 15th with 27,127 units sold in the first 10 months of this year, while BMW i3 ranked 17th with 27,056 units sold.
And while auto giants Volkswagen and Daimler were late starters in their electric vehicle strategy, they have pretty much settled on their future battery suppliers. For example, in addition to supplying batteries from South Korea's SKI, Panasonic and Samsung, Daimler this year struck partnerships with Chinese battery companies Contemporary Ampere Technology, Yiwei Lithium Energy and Feneng Technology. For Volkswagen, SKI Korea mainly supplies the North American market, LG Chem, Samsung and SKI jointly supply the European market, and Contemporary Ampres Technology Co LTD, Volkswagen's strategic partner in the Chinese market, will supply batteries for Volkswagen starting in 2021. But VW is still looking for a second battery supplier in China due to a large shortfall in battery demand.
Domestic market
Different from many battery suppliers in the international market, the domestic market is basically controlled by contemporary Ampere Technology Co., LTD., BYD, Guo Xuan high-tech, Fu Neng Technology, Bic battery. According to real lithium research, the top five battery companies held 77 percent of the market in the January-October period, with No. 1 Contemporary Amprius Technology Co LTD dominating the Chinese power battery market with 41 percent of the total market share.
Therefore, the battery suppliers of China's auto companies with the highest sales volume of new energy vehicles, such as Beiqi New Energy, SAIC Passenger Cars, Zotye Automobile, Jianghuai Automobile and Geely Automobile, all have a name - Contemporary Amprius Technology Co., LTD. Byd will provide exclusive batteries for its own models, but Changan will be its largest customer for passenger car batteries after BYD's battery division is split. Next, introduce battery suppliers of major domestic new energy vehicle companies.
★ BAIC New Energy: There are four battery suppliers.
Up to now, BAIC New Energy has a total of four battery suppliers: contemporary Ampere Technology Co., LTD., Guo Xuan high-tech, Pu Rui, Fu Neng Technology. In terms of popular models, Beijing Auto EC series mainly uses Guo Xuan Gao Xin square aluminum shell battery and Fu Neng technology three-way flexible battery. ; The EX360 and EU400 are powered by a three-way flexible battery from Fu Neng Technology.
★ Jianghuai Automobile: contemporary Ampress Technology Co., LTD., Guo Xuan High-tech, Tianjin Li Shen, bicycle battery
The battery supplier of Jianghuai Automobile has become a hot topic recently, because the official website of the State Administration of Market Regulation issued a recall announcement on December 7, 2021, decided to recall part of the Jianghuai iEV5 pure electric car produced from January 27 to December 28, 2021, a total of 4248. The main reason for the recall is the safety of battery packs and electrical components.
Because in 2010, JAC Auto and Guo Xuan high-tech cooperation launched the first generation of JAC iEV electric vehicle, the industry once questioned whether the recalled iEV5 pure electric vehicle is equipped with Guo Xuan high-tech battery. However, on December 10, Guo Xuan High-tech denied through the investor relations interactive platform that JAC iEV5 pure electric vehicle carries its own battery.
Because at that time, the announcement of JAC iEV5 model did not indicate the battery supporting enterprises, people for this batch of battery supporting enterprises is also confused, but Guo Xuan high-tech really do not have to get it, because JAC battery suppliers in addition to Guo Xuan high-tech, but also include contemporary Amprui technology Co., LTD., Tianjin Li Shen, Biker battery. No product is perfect, and as consumers, we just want the manufacturer to take responsibility when something goes wrong. Therefore, people should pay more attention to the attitude of the company in dealing with the problem besides the battery manufacturer.
Popular models, JAC iEV6E equipped with Guo Xuan high new iron phosphate lithium battery, Biker battery is currently the exclusive supplier of JAC iEV7S power battery. In addition, it is worth mentioning that the Birkegard nickel 811 battery is mainly used in the JAC mid - and high-end models.
★ Changan Automobile: Currently has four battery suppliers, and will cooperate with BYD in the future.
At present, Changan Automobile 's batteries are mainly supplied by contemporary Ampress Technology Co., LTD., Tianjin Li Shen, Tianjin Wei Jie and AVIC lithium batteries. But Changan may rely heavily on BYD batteries in the later period. In July, Changan and BYD jointly announced that they would jointly invest 5 billion yuan to set up a power battery joint venture in Chongqing with a planned capacity of 10GWh.
In terms of popular models, battery suppliers for Changan Pi-Jin EV include Tianjin Wei Jie and Contemporary Ampris Technology Co., LTD. The batteries used for the Escape EV460 are from contemporary Ampris Technology Co., Ltd. or AVIC lithium batteries. But the Escape EV460, as an online ride-hailing service, may well use micro-macro power batteries.
Geely Auto: Provided by contemporary Ampres Technology Co., LTD., Zhejiang Hengyuan New Energy.
Geely Auto's main NEVs are mainly supplied with batteries by Contemporary Amprius Technology Co LTD, while Volvo and Kolding NEVs have begun to have their batteries supplied by Zhejiang Hengyuan Power Battery Factory, which is owned by Geely. When it comes to batteries, Geely wants to keep the autonomy of core components for new energy vehicles under its control, just as BYD did. But how far Geely's own battery makers can go depends not only on Geely's layout, but also on the quality of its products. After all, consumers can trust and be satisfied with the future.
The choice of the new building forces
New car manufacturers are a feature of China's auto market, and their choice of parts suppliers always attracts high attention in the industry. Among them, NexteV's ES8 and ES6 are equipped with contemporary Ampress Technology Co., LTD batteries. Zero Run S01 uses Bic cylinder batteries, and Xiaopeng G3 may use Li Shen 21700 batteries after its launch. Due to the fire accident caused people's attention Weima Automobile, which has contemporary Amprese Technology Co., LTD., Tianjin Lishen, Gusheng New Energy, Suzhou Liu Yu four battery suppliers. As a result, consumers who care about battery brands are buying Weimar EX5 and Weimar E
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