Will the 2021 battery shortage be ended in 2022?

Under the background of the continuous and rapid development of the new energy vehicle industry, the global demand for new energy vehicles is continuously released, and the demand for power batteries is also increasing. However, in 2020, upstream raw material companies in the power battery industry chain experienced turbulence caused by production shutdown, bankruptcy, mergers, etc., resulting in tight supply, and the global power battery supply and demand gap continued to expand.

In addition, with the continuous increase of electric vehicle technology, the demand for high-end power batteries has also greatly increased. At present, power batteries show a phenomenon of insufficient high-end capacity and excess low-end capacity.

Battery shortages can be attributed to the same supply chain problems as chip shortages, so the resulting problems are also consistent. First, some models were discontinued, which made it difficult for consumers to pick up the car. The China Quality News Network Automobile Channel received complaints from users about Xpeng Motors and Changan New Energy, mainly because the delivery cycle of the vehicles was too long, and the manufacturers' responses were also focused on battery shortages. , resulting in delayed production of some models. After all, vehicles without some chips can drive normally, and pure electric vehicles without batteries are decorations.

In the long run, the power battery is more difficult to control than the chip problem. The shortage of chips is caused by the most basic imbalance between supply and demand, and the shortage of power batteries is due to the overall technological progress and capacity adjustment in the market.