"This battery has more than 300 core patents and will be mass-produced in the first half of this year. Its volume energy density and weight energy density have been greatly improved, and it is very competitive in design strength, safety and most important cost. " ? Shu Youxing, general manager of BYD's international cooperation department, revealed at the third Sino-German automobile industry summit in committee of 100 on the morning of 65438+ 10/.
In the afternoon, Wang Chuanfu, chairman of BYD Co., Ltd., disclosed more information about this new generation battery. "The first model of blade battery will be BYD Korea, which will be launched in June this year and has a battery life of 600 kilometers."
"blade"
The so-called "blade battery" is a large battery cell with a length of more than 0.6 meters developed by BYD, which is arranged together in an array and inserted into the battery pack like a "blade". According to patent information, battery cells can be directly integrated into the battery pack (CTP technology) without modules, thus greatly improving the integration efficiency.
It is worth noting that this is an iron battery product.
In the current situation where ternary is king, BYD obviously chose lithium ferrous phosphate more from the perspective of safety.
"The bus is equipped with lithium iron phosphate battery, which has very good thermal stability and high safety. We suggest that passenger cars refer to commercial vehicles and establish higher safety standards. Especially in the early stage of the development of new energy vehicles, it is more cautious when it comes to safe power batteries. " When talking about industry safety standards, Wang Chuanfu said, "From a safety point of view, iron batteries are also better batteries in the field of passenger cars."
(screenshot of Shu Yuxing's speech PPT)
Wang Chuanfu revealed that this blade battery, which will be mass-produced for the first time in Chongqing factory in March this year, has a "volume specific energy density" 50% higher than that of traditional iron batteries, and the cruising range of BYD Han, the first model equipped with this battery, will reach 600 kilometers. In addition to high safety, the blade battery also has the characteristics of long life, and the life of the whole vehicle can reach more than one million kilometers.
Although Wang Chuanfu didn't spend too much pen and ink on the introduction of blade batteries, Shu Youxing also touched on it, but when talking about future planning, Shu Youxing used the word "most important" for blade batteries, which can't help but make people wonder whether BYD is looking forward to relying on its own "old line" to make a turnaround in 2020.
CTP, the next competitor?
With the launch of a brand-new CTP highly integrated power battery development platform by Contemporary Ampere Technology Co., Ltd. at the 20 19 Frankfurt Motor Show, CTP has appeared in the public eye more and more frequently.
However, CTP launched by BYD and Contemporary Ampere Technology Co., Ltd. are different technical routes.
At present, CTP has a completely module-free scheme and a scheme of replacing small modules with large modules. BYD's scheme belongs to the former. Technical personnel related to power batteries have said that BYD's CTP idea is more scalable and iterative than that of contemporary Ampere Technology Co., Ltd. The selection of Han, a heavyweight new member of BYD's "Dynasty Family", as the first vehicle equipped with this technology shows BYD's attention and confidence in CTP.
According to the data of First Electric Power Research Institute, the cumulative installed capacity of Contemporary Ampere Technology Co., Ltd. last year was 27.52GWh from 1 to1,accounting for 52.2% of the market, and its dominance was unshakable; Since July, BYD's monthly installed capacity has not exceeded 1 GWh. Compared with the average level in the first half of the year, BYD installed 9.62GWh in June, and its market share dropped to 18%.
Therefore, the landing of similar new technologies is regarded by many as a new round of competition between BYD and Contemporary Ampere Technology Co., Ltd.. But looking at the whole environment, the commercialization of new battery technology is more than that.
"? Now what everyone in this industry should think about is how to become bigger, rather than internal competition, with a total share of less than 5%. What are they competing for? Be bigger and stronger first, and get 90% of the market before the competition is more reasonable. "A power battery practitioner told First Electric.
Coincidentally, in this high-level forum in committee of 100, Academician Gao also said that both CTP of contemporary Ampere Technology and blade battery of BYD are important technological progress in China's new energy automobile industry every year, which is of great significance to promoting the development of the industry.
As for the blade battery, Gao also gave a high evaluation. "Now the cost of our battery system is 0.6- 1 yuan /Wh, 1 yuan/? Wh is a ternary battery, and the lowest is a lithium iron phosphate battery. In the next five years, there is still room for battery costs to fall. For example, ternary batteries will arrive in 0.7 yuan before 2025. Wh, lithium ferrous phosphate still has room for decline, but at the same time, it needs to be emphasized that the value of battery recycling needs to be tapped urgently. In this regard, I think the cost advantage of lithium iron phosphate batteries is very obvious, and technologies such as blade batteries can effectively alleviate the shortcomings of previous lithium iron phosphate batteries. "
The "knife" has been unsheathed, and what kind of market it can lay is worth looking forward to.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.