For pure electric vehicles, the most important thing is the three-electric system. In the three-electric system, the battery is currently the most expensive, and the battery is also one of the core technologies. And Tesla and BYD are the two "big guys" in the current new energy vehicle field. Of course, Tesla focuses on pure electric vehicles, while BYD is "compatible and inclusive", not only new energy vehicles but also Traditional fuel vehicles, even if you look at the entire BYD, the car is only one of BYD’s multiple business units. Others such as IT, batteries, electronics, energy storage, cloud rails, and even masks are all BYD’s business branches. , BYD has penetrated into many areas.
Let’s get back to business, let’s talk about new energy vehicles. To be honest, BYD started as a battery, so it has considerable technical strength and experience in the battery field, and BYD has technical advantages in ternary lithium batteries and lithium iron phosphate batteries. , Especially for lithium iron phosphate batteries, BYD can be said to be the company with the richest experience in the production and manufacturing of lithium iron phosphate batteries in the world, especially its blade batteries. Although the essence is still lithium iron phosphate batteries, BYD not only The energy density is improved, and the manufacturing process is overcome. At the same time, the cost is not too high, and most importantly, it is safer. This kind of product market will not dislike it. This can be seen from the sales of BYD Han and other models equipped with blade batteries and BYD's efforts to expand the production capacity of blade batteries.
As for Tesla, in fact, at present, Tesla does not have its own mass-produced battery products. That is to say, Tesla does not produce batteries itself, but relies on battery suppliers, such as Panasonic and LG Chemicals, Samsung SK and domestic CATL. For example, the domestically produced Model 3 low-profile models are now equipped with lithium iron phosphate batteries provided by CATL, while high-profile models are equipped with ternary lithium batteries from LG Chem. Before, Tesla has always used Panasonic's 18650 battery, which is our common laptop battery. With its excellent battery management system BMS, Tesla has managed to manage more than 7,000 18650 batteries in a car. Of course, this is not without risk. In the early years, Tesla’s frequent spontaneous combustion was caused by the battery or battery management system. Problem.
Of course, in order to further reduce costs, Tesla is now also self-developed batteries, and the shot is extraordinary. For example, at the Battery Day event in 2020, Tesla’s self-developed 4680 electrodeless battery was released. This battery has a height of 80mm and a diameter of 46mm. The name "4680" comes from this. This new battery cell is much thicker than the 2170 battery cell on the Tesla Model 3, which is a bit like a small can. Relying on the new battery technology and the production process controlled by Tesla, in the future it will be able to increase the cruising range of Tesla models by 54%, reduce the battery cost per kW·h by 56%, and the required investment per kW·h Cost reduction is 69%. In other words, this kind of battery has higher energy, which increases the cruising range of the model, but the cost is lower. As for whether this battery is better than BYD's blade battery, we still need to judge the battery after mass production.
This article is original by car observers. Any plagiarism will be investigated for legal responsibility.
(operating staff: He Shuguang)