Technical direction of TSLA Model3 battery -Lithium - Ion Battery Equipment
TSLA said the Model 3 reached "mass production" level in September, and expects to deliver 1,500 units in the third quarter to 20,000 units per month in December, with an ultimate goal of 10,000 units per week by 2018 .
Model 3 is a model of benchmarking significance, not only because TSLA reduces costs due to large-scale production to achieve profitability, but also because of its popular route and approachable price, which makes it possible for TSLA to enter the homes of ordinary people. It has high-tech And the ultimate experience, a large number of fans, leading a new trend of TSLA fan economy.
Model3 is to TSLA what iPhone4 is to Apple. In 2010, the announcement of the IPhone4 brought about a huge change in the mobile phone industry, making Apple the industry leader; in 2017, the Model 3 is expected to replicate the huge success of the iPhone4. Because TSLA and Apple have many similar genes, such as leading technology, excellent user experience and subversive business models, which will make the TSLA industry chain hopeful to replicate the glory of the Apple industry chain.(Lithium - Ion Battery Equipment)
Now, automobile intelligence and electrification are irresistible trends. TSLA integrates these two major directions. The components and technologies it uses, such as high-energy density ternary material lithium batteries, intelligent driving technology, OTA air The upgrade system, and even its unique business model, heralds a new direction for the future development of new energy vehicles. In the next five to ten years, this trend will set off a subversive revolution in the electrification and intelligence of vehicles around the world.
Pursuit of higher energy density: ternary battery is the trend
TSLAModel3 currently uses high-performance lithium batteries produced by Panasonic, which leads the technical direction of battery materials in three aspects: high energy density ternary materials, silicon carbon anodes, and wet separators.
Among them, ternary material is the clear development direction of positive electrode material, and high nickel and low cobaltization is the subdivision trend in ternary; negative electrode material will still be dominated by graphite in a short period of time, but Model3 battery adopts silicon carbon negative electrode may accelerate this technology It is difficult to change the technical route of lithium hexafluorophosphate as a mainstream electrolyte solute, and technological development focuses on the development of additives; the increase in the proportion of ternary material batteries will lead the direction of diaphragm technology from dry to safer wet preparation.
At present, most of the cathode materials of domestic new energy vehicle power lithium batteries are lithium iron phosphate, and all foreign materials are ternary materials, most of which are NCM. High-nickel ternary materials are the mainstream demand direction in the future. Regarding the NCM ternary material, the 532 and 111 type materials are currently widely used. In order to meet the requirements of high energy density and low cost of materials, the trend of "high nickel and low cobalt" is obvious, and high nickel ternary materials such as type 811 will become the mainstream demand direction in the future, further driving the demand for NCA ternary materials.
What TSLA uses is NCA (nickel-cobalt-aluminum system) ternary cathode material battery, which is currently the lithium battery with the best performance and highest energy density. With the gradual development of new energy vehicles, people's requirements for the cruising range and energy density of passenger cars have also increased. Therefore, it is a general trend to produce new energy vehicles with high energy density, high capacity batteries and prices that are acceptable to the public. . Due to the low energy density of lithium iron phosphate batteries, ordinary ternary batteries (NCM523, 622) barely meet the requirements. TSLA is forward-looking and starts to use high-nickel ternary NCA18650 batteries on its model S models from 2013. And TSLA has continuously improved its energy density and performance since then, and made every effort to create high-energy-density batteries to provide higher capacity and longer battery life for new energy vehicles.