The impact of breakthroughs in 12V23A battery technology on the lithium battery industry

　　When it comes to batteries, everyone is familiar with them. Various consumer electronic products such as mobile phones and tablets used daily, as well as industrial electronic products, power generation devices, etc., require batteries to store energy and realize power supply functions. Even with such great functions, batteries are still the unknown behind those shiny products, and the battery market is also a calm scene. Until November 16, 2017, Fisker released a message stating that "the company has applied for a solid-state battery patent this week." It is reported that this solid-state battery can increase the endurance of electric vehicles to an astonishing 804 kilometers. , and the charging time only takes 1 minute! The company claims that it will launch this battery technology in January 2018. Compared with current electric vehicle batteries, which have a maximum cruising range of more than 300 kilometers and require dozens of minutes or even hours to charge, the advent of Fisker's solid-state battery technology is truly shocking!

　　Existing lithium battery technology has serious shortcomings, and the performance of battery companies has suffered setbacks

　　Currently, the most widely used battery on the market is lithium battery. This kind of battery can not only be used in small consumer electronics products with a huge audience, such as mobile phones, PCs, etc., but can also be used to provide power for cars, which is commonly known as power lithium battery. For the vast majority of mobile phone consumers, battery life is one of the main issues they consider when buying a mobile phone. Even if the battery life is not strong enough, you can use a power bank to make up for it, especially now that "charge in five minutes, talk for two hours" "The technology can basically meet the needs of consumers. But it is different in the automotive field. Long charging time and short cruising range have always been obstacles to the rapid expansion of the electric vehicle market. No consumer can endure the torture of 50 minutes of charging for two hours.

　　It’s no accident that the solid-state battery technology developed by Fisker has caused a stir. Fisker's technical announcement stated that "Due to advances in materials and manufacturing, the cost of solid-state battery technology is only 1/3 of the expected cost of conventional lithium batteries in 2020." This is the focus of market participants, according to Qianzhan Industry The "2017-2022 China Power Lithium Battery Industry Market Demand Forecast and Investment Strategic Planning Analysis Report" released by the research institute shows that since 2017, my country's power lithium battery companies are experiencing a "cold winter" in performance. Although most companies' revenue is Growth but profits are declining, and some companies’ revenue and profits are both declining!

　　As we all know, the cathode material of power lithium batteries is lithium ions, and lithium ions are derived from lithium ores. Currently, lithium ore reserves in the world are limited and non-renewable. Under the situation of continuous expansion of lithium battery production capacity and certain supply of lithium ore resources, the price of lithium battery materials has been soaring; on the other hand, in terms of downstream new energy vehicles in the lithium battery industry, factors such as state subsidies for electric vehicles and promotions by corporate entities have driven new developments. The sales of energy vehicles are increasing year by year, but the trend of higher sales has forced the price of automobile products to fall, and the price of finished lithium batteries has also dropped accordingly. Enterprises caught between rising material costs and falling finished product prices are facing the dilemma of shrinking profits! It is the power lithium battery that has single-handedly created such a poor performance!

　　The road to breaking the situation is imperative

　　In order to break the shackles of limited resources and high material costs of lithium-ion batteries, battery research institutions, experts, scholars and business entities in various countries are seeking new battery technologies that can replace existing lithium batteries in terms of material cost and performance. Or products, the road to breakthrough is gradually opening.

　　Solar cell applications expand and commercialization trend becomes clear

　　Before pure electric vehicles entered the public eye, solar vehicles were once considered one of the most promising vehicle types in the future. However, current solar cell technology still cannot meet the needs of automobiles. Mainly due to the fact that solar energy is easily affected by sunlight conditions, geographical location, angles, etc., resulting in low conversion efficiency, and the energy storage provided cannot meet the power needs of electric vehicles operating at high power. However, solar cells can now be used in the fields of energy storage and charging of automotive electrical equipment. In August 2017, Alta Equipment Company and Audi launched cooperation in the field of solar cells. The two parties will develop the Audi/Hanergy thin film solar cell research and development project.

　　The advent of sodium-ion battery technology

　　On October 9, 2017, a materials science research team led by famous Chinese materials scientists Bao Zhenan and Cui Yi successfully developed a new type of sodium-ion battery cathode material. The material has extremely high battery capacity and greatly increased cycle life, and is expected to replace lithium-ion batteries that are expensive due to limited mineral resource reserves. It is reported that the sodium-ion battery outperforms the lithium-ion battery in terms of battery capacity and material cost.

　　Note: Based on the overall cost of lithium-ion batteries, the overall cost of sodium-ion batteries is only about 80% of that of lithium-ion batteries.

　　However, according to the research team, sodium-ion battery technology is still in the laboratory stage, and there are still many technical problems that need to be solved and improved. There is still a long way to go before commercialization in the market. In any case, sodium-ion batteries still have the possibility to replace lithium-ion batteries in the future.

　　Solid-state battery technology has made a breakthrough and its commercialization prospects are promising

　　As mentioned before, although we have initially mastered the technology of solar cells, solar cells still have too many uncertainties; although we have mastered the technology of sodium-ion batteries, we also know that it has much better performance than lithium-ion batteries. But it is still far from commercial operation. With the breakthrough of solid-state battery technology, it has higher feasibility and is therefore favored by the market. Fisker's application for a solid-state battery technology patent also marks that Fisker is at the forefront of the world in the field of power batteries. However, Fisker is not alone at the pinnacle of battery technology. According to objective data, there are currently many institutions or markets in the world. The main bodies are all making plans in the research and development of solid-state battery technology.

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