Big Cylindrical Battery Global "Scuffle"! Foreign Companies Want to "Catch up" with Ningde Era
"The development of large battery has come to the fore, and it is time to change the market development pattern." Recently, Liu Jincheng, chairman of Yiwei Lithium Energy, shared his latest views at the industry conference and said, "Yiwei Lithium Energy has proposed large iron lithium and large cylinder several years ago. Battery the direction of development."
"If Wakayama factory establishes mass production technology, it will become the" weapon "that (Panasonic Energy) has an advantage in order competition (power battery) '." Recently, Panasonic of Japan announced that it has completed the preparation work for mass production of 4680 large cylindrical batteries for automobiles. According to the report of Japanese economic and cultural network, "in order to return to the first place again from the fifth of the current global (power battery installed capacity ranking), panasonic put his fate on Wakayama factory."
recently, the above two power battery head enterprises respectively revealed the latest layout and progress of their large cylindrical battery industrialization, which aroused widespread concern in the industry.
In fact, the industrialization progress of large cylindrical batteries this year is quite tortuous.
As the initiator of 4680 large cylindrical batteries used in electric vehicles, Tesla, an American car company, has revealed "doubts about stopping production" from its earlier "determination to win", then its CEO Musk gave an "ultimatum" to the 4680 battery technology team ". So far, can Tesla produce and load its double dry method before the end of this year as planned?The "complete" version 4680 battery is still a suspense.
It is worth mentioning that after the strategic layout and technological exploration in recent years, Chinese battery enterprises have formed a certain technological reserve and Commercialization trend in the field of large cylindrical batteries such as 4680. At the same time, the layout of Japanese and South Korea battery companies represented by Panasonic and LG new energy is not simple.
At present, the large cylindrical battery, which is regarded as the "breaker" of the power battery market, has opened the curtain of the global "scuffle.
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nearly 500GWh intended order
downstream verification is expected to be completed one after another.
In the field of large cylindrical batteries, according to the semi-annual report of 100 million Weili Lithium Energy in 2024, it has taken the lead in mass production and delivery of 46 series large cylindrical batteries in China. As of June 18, the company has delivered more than 21000 vehicles with such batteries, of which the matching vehicles are the longest to run? Cheng Da 83000 kilometers.
According to the data, in the "(annual output) 21GWh large cylindrical passenger car power battery project" raised this time, the 46 series of three yuan large cylindrical batteries produced in the future will be independently researched and developed by hundreds of millions of zillions, and cooperate with customers to promote landing products. The customers targeted by this product are mainly new energy vehicle enterprises, some of which are expected to be completed in 2024, and the verification process for some overseas customers is expected to be completed in 2026.
It is worth mentioning that, according to public information, by the end of 2023, billion Wei Li energy three yuan large cylindrical battery has achieved a total of about 486GWh of customer intentional demand in the next 5 years. Among them, the written input demand is about 344GWh (the intentional demand corresponding to customers who have supplied in batches or have obtained fixed points is 188GWh), and the non-written input demand is about 142GWh.
The intentional demand of nearly 500GWh means that the market has a strong interest in the three-yuan large cylindrical battery of billion Wei Li energy.
It is well known in the industry that the ternary large cylindrical batteries are mainly oriented to the new energy vehicle market, while the production cycle of new energy vehicles is relatively long, and the requirements for the safety guarantee and adaptation of power batteries are relatively high; it takes a long time for car companies to study and judge the downstream demand and verify the upstream battery suppliers. Therefore, the above intentional demand provides a prerequisite for the large-scale introduction of 100 million zillioneng large cylindrical batteries into domestic and foreign car companies.
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catch up with Ningde era
panasonic Energy "bet" large cylindrical battery
also on September 9, Panasonic announced that it had completed the preparation for mass production of 4680 large cylindrical batteries for automobiles. Its Wakayama factory in western Japan will become the mother factory producing 4680 cylindrical batteries, and the new trial process will be implemented in other factories around the world. It is estimated that about 400 people will participate in the development and production of batteries by March 2025.
It is reported that in addition to supplying Tesla, the factory is also responsible for teaching its US factory the mass production technology of 4680 batteries.
According to no System Research, Panasonic Energy Ranked 5th with 6.1 percent of the global on-board battery shipments in 2023.
According to the latest industry data, SNE South Korea released the top 10 data of battery installation capacity of all-ball electric vehicles from January to July, Research, Panasonic Energy was 4.3% share from January to July, year-on-year decline, ranking down to seventh, is the only top 10 enterprises in the decline in loading capacity of the enterprise. Its loading capacity was 18.8GWh, down 25.4% year-on-year, in contrast with the positive growth of 22.4% in the industry as a whole.</p>
According to the report of Japanese economic Chinese website, if Wakayama factory establishes mass production technology, it will become a "weapon" that occupies an advantage in order competition ". Large vehicle enterprises in Europe are considering adopting 4680, which will provide impetus for Panasonic to catch up with China's Ningde era and its leading position in the market. Panasonic related personnel said frankly: "It is no exaggeration to say that Wakayama factory will master the fate of pure electric vehicle battery business".
Industry insiders said that the demand of several major global electric vehicle markets slowed down, and battery companies were generally under pressure. Under the background that China and South Korea battery head companies maintained a positive growth in installed capacity, panasonic Energy began to place the hope of breaking the situation on 4680 batteries. Moreover, it is reported that if Tesla cannot mass produce its double-dry "complete" version 4680 batteries on schedule, Musk may abandon the plan to expand the production of 4680 batteries internally, instead, it mainly relies on external suppliers to provide this technology, and 4680 batteries produced by Panasonic will also be supplied to Tesla.
In terms of market, although it remains to be seen whether Tesla can mass-produce its double-dry "complete" version 4680 batteries, this has not affected the market's pursuit of large cylindrical batteries such as 4680.
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large cylindrical battery or current production tide
not only tesLA, as well as the demand for large cylindrical batteries from main engine factories such as BMW, Ford, General Motors and Volvo, have stimulated battery enterprises to continue to exert themselves in this field.
Compared with the traditional 1865, 2170 small cylindrical batteries, in the camp of large cylindrical batteries represented by models such as 4680, 4695, etc., there are already Ningde era, Yiwei Lithium Energy, BYD, Vision power, mainstream battery enterprises at home and abroad, including Zhengli Xinneng, Guoxuan Gaoke, LISUN battery, Bick battery, Ruipu Lanjun, Zhongxin airlines, Panasonic, LG new energy, etc., have a large cylindrical battery track.
It is reported that Ningde era, Yiwei lithium energy and vision power have become BMW's large cylindrical battery suppliers. Among them, yiweili Lithium Energy launched its new product of large cylindrical battery Omnicell Universal Battery this year; Its production base of large cylindrical battery for passenger cars in Debrecen, Hungary, started at the end of last year. Vision power is located in the zero-carbon battery factory in South Carolina, USA. It has started construction in June 2023 and plans an annual production capacity of 30GWh. It is expected to provide 46 series large cylindrical batteries for BMW from 2026.
Guoxuan High-tech ternary system 46 large cylindrical products Xingchen battery, is expected to achieve mass production in the fourth quarter of this year; Zhengli Xinneng Zhengli Qi Longda cylindrical battery system, supports large pure electric MPV models with a full battery life of over 1,000 kilometers; LISUN battery the first generation of 46 series large cylindrical battery can meet the demand of passenger cars with a battery life of 1,000 kilometers; bick battery 4680 cell energy density over 302Wh/kg, full pole ear 4695 cell energy density over 270Wh/kg; China innovation Airlines plans to go to the fourth quarter of 2024, realize the mass production of its 46 series 6C charging rate cylindrical battery.
At the same time, South Korea battery companies such as LG new energy and Samsung SDI also plan to achieve mass production of large cylindrical batteries this year. At that time, there will be a tide of mass production of large cylindrical batteries.
according to the analysis, industrial chain enterprises actively embrace large cylindrical batteries mainly because the capacity of 4680 batteries is five times that of 2170 batteries, which not only increases the mileage of electric vehicles, it also reduces the number of cell required for the same battery pack capacity (taking Tesla Model Y as an example, 2170 batteries need about 4,000, while 4680 batteries only need about 800), improving the battery grouping efficiency; under the same capacity, 4680 cell reduces the number of connections and welding cell, and greatly reduces the cost, thus helping to reduce the cost of electric vehicles and form a competitive advantage.
For battery enterprises, large cylindrical batteries are a brand-new "breaking point". The battery enterprises that have already laid out are "finding another way" to cultivate new growth points and will stir up the global installed ranking in the future.
Dongguan Juneng New Energy Technology Co., Ltd.
137 5142 6524（Miss Gao）
susiegao@power-ing.com
Xinghuiyuan High tech Industrial Park, Dalang Town, Dongguan City, Guangdong Province
Yue Gong Wang An Bei No. 4419002007491