In the past few days, some people have discussed the cars of Tesla and BYD. Some people said that BYD's three-point technology is leading the world, and Tesla does not have an advantage in this respect. As I just said, there are overwhelming news about the future cost reduction of Tesla batteries on the Internet. Let's talk about the battery technology of each company.
The popular NCM811 lithium battery on the market has the highest price of rare metal cobalt. Musk compares cobalt to a fixed bookshelf, and lithium is the book on the bookshelf. In order to reduce costs, it is necessary to consider the amount of cobalt. In Tesla’s new battery cathode solution, cobalt is removed while maximizing the practical proportion of nickel. At the same time, new coatings and dopants are used to maintain the performance of the battery. This wave of operating battery costs reduced by 15%.
In order to reduce the production cost of battery anodes, Tesla abandoned the production of sulfate battery cathodes, but switched to new sulfate-free production. In this way, investment costs were reduced by 66%, production costs were reduced by 76%, and zero waste water disposal.
Tesla released on the battery day a 4680 electrodeless battery cell with a height of 80mm and a diameter of 46mm. This battery eliminates the tabs on the lithium battery cell and replaces it with large internal ends of the battery. The charge and discharge power of the current collector is 6 times that of the past, and the energy stored by the battery is 5 times that of the past. This new type of battery is expected to be used in mass-produced cars around 2022. According to Tesla, battery costs may be reduced by 56%. Future Tesla products may be sold at a price or even lower for fuel vehicles.
BYD’s most popular recently is the blade battery. The media advertised that the “spontaneous combustion” of electric vehicles may have disappeared because of the blade battery. BYD has maintained battery safety and zero accidents for many years. Compared with ternary lithium batteries, lithium iron phosphate batteries are indeed safer, but ternary lithium batteries have more advantages in terms of energy density. BYD’s lithium iron phosphate blade batteries and square batteries have passed the BYD acupuncture test, which proves how strong the safety performance of the blade batteries is.
However, in terms of cost reduction, how much the blade battery can reduce the cost is not clear. Some media claim that the cost is reduced by 20%. A senior analyst found that most of the blade batteries belong to technological and structural innovations, and it is impossible to reduce the overall cost of the battery pack too much.
On the road to the development of pure electric vehicles, reducing costs and ensuring safety are the necessary roads, and it is also a topic that the industry continues to explore. Tesla reduces battery costs and the future price of the whole vehicle will be comparable to that of fuel vehicles. If this is true, Many new energy vehicles, including BYD, will suffer a huge impact. I hope that BYD will go faster and more stable on the road to new energy.
This article comes from the author of Autohome and does not represent the viewpoint of Autohome.
