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Will contemporary Amperex Technology Co., Ltd. win the defect of LG chemical power battery or drag Tesla down?
The news that pure electric vehicles are on fire is not new. The fire incident to be said this time originated from a pure electric car a year ago. Hyundai Kona exploded in a private garage in Montreal, Canada. Yes, it's not just a fire, but an explosion. According to foreign media reports, the explosion blew up the garage door, roof and even the back door of the whole house, which can be said to be the "first explosion" in the history of electric vehicles.

With the development of time, this matter was soon forgotten by people. Since then, there have been more than a dozen Kona? Evs caught fire one after another and began to investigate the matter with postmodernism.

Just recently, a news released by the Ministry of Land, Infrastructure and Transport of South Korea ignited the incident again. According to the news, after investigation, the cause of the fire was related to "short circuit inside the battery caused by battery defects". As soon as the news came out, LG Chem, a battery supplier of Hyundai Kona, was instantly pushed to the forefront.

According to the news from the Ministry of Land, Infrastructure and Transport of South Korea, there have been 13 spontaneous combustion or explosion accidents in Hyundai Kona electric vehicles since 20 18, all of which were caused by battery system failures. The reason is that there are defects in the production process of high-voltage batteries, and the diaphragm between the positive and negative electrodes is easy to be damaged, which leads to internal short circuit and fire.

In order to eliminate fire hazards, Hyundai Motor decided to recall Kona electric vehicles produced from September 20 17 to March 2020 worldwide. Hyundai will update the battery management system for a total of 77,000 electric vehicles and replace the batteries with fire hazards.

As for the domestic version of KONA, it is pure electric produced by Beijing Hyundai. This car uses ternary lithium batteries supplied by contemporary Amperex Technology Co., Ltd., and there is no fire at present.

The event has come to an end, and then I will mainly talk about LG Chemistry.

With the rapid development of global new energy in recent years, LG Chem, as a supplier of power batteries, has also ushered in a leap-forward development in recent years. In the first quarter of 2020, affected by the COVID-19 epidemic in China, the installed capacity of power batteries plummeted, and Contemporary Ampere Technology Co., Ltd. suffered heavy losses. With its business in Europe, LG Chem's market share increased by more than 65,438+0 times year-on-year, and the installed capacity of power battery reached 5.5GWh, surpassing Contemporary Ampere Technology Co., Ltd. and Panasonic, and officially opened the first position in the industry.

According to previously published data, in the first eight months of 2020, LG Chem has occupied 25% of the global electric vehicle market, becoming the world's largest battery supplier with installed capacity, while Contemporary Amperex Technology Co., Limited ranked second with 24%.

Just as LG Chem is gearing up and preparing to make a big impact, the news of "battery defect" is definitely a blow to LG Chem.

Some people may ask, since it is a battery defect, what about other electric vehicles equipped with LG chemical batteries?

I believe that soon someone will think of Tesla, a domestic Tesla model officially put into production this year/kloc-0? 3. Its battery is LG chemically matched.

Since Hyundai Kona, which was produced before March 2020, was officially recalled because of the battery fire hazard, will the domestic Tesla produced before March 2020, that is, in the first quarter of 2020, also have battery hazards? Of course, this is just a guess. At present, LG Chem still denies the official investigation results.

Will Tesla's sales be dragged down by LG Chem? It seems difficult to draw a conclusion on this matter now. After all, Tesla models? The price of 3 has dropped to less than 250 thousand during the National Day, and the subsequent sales volume is also obvious.

In addition to Tesla, LG Chem is also a major supplier of Renault Zoe, Audi e-tron and Porsche Taycan. The Ministry of Land, Infrastructure and Transport of Korea has determined that LG Chem's batteries are defective, which may cause LG Chem to lose orders from many car companies, which will also have a greater impact on its future business promotion.

In fact, in August, the ranking of Contemporary Ampere Technology Co., Ltd. was 2.8? The installed capacity of GWh ranks first in the world, accounting for 25.9% of the total global market; LG chemistry is 2.4? GWh ranks second in installed capacity, accounting for 22.2% of the global installed capacity.

After this incident, Contemporary Ampere Technology Co., Ltd. is undoubtedly the biggest winner.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.