December 23, 2024

Lithium battery three giant market share technology route and factory layout

On July 28th, Tesla of the United States launched the shipment of the new pure electric vehicle (EV) "Model 3". This is Tesla's first production model, while France and the United Kingdom have proposed a ban on the sale of gasoline vehicles, etc., so the degree of attention of electric vehicles has suddenly increased. As the core components of electric vehicles, lithium-ion batteries are also experiencing rapid growth. In the next few years, the compound growth rate will be over 40%. Among them, Japanese and Korean companies Panasonic, LG Chemical and Samsung SDI continue to occupy the global market.

Currently, mainstream manufacturers in the international market include Panasonic, LG Chem, AESC, Samsung SDI and other companies, mainly in Japan and South Korea. The four companies occupy a major part of the international power battery market. Among them, Panasonic is the main power battery supplier of Tesla. After acquiring Sanyo, Panasonic has maintained its position as a market leader with the development of Tesla. More than 30%. LG Chem and Samsung SDI are up-and-comers, with advanced technology and low-cost strategies to quickly open the market, faster growth. AESC is a power battery company jointly established by Nissan and NEC. It has occupied a major market share with the best-selling Nissan pure electric vehicle Leaf. However, due to the wrong battery route selection, it was abandoned by Nissan in 2016 and the current development situation is uncertain. In addition to the above four companies, the international power battery market also has power battery companies such as SK, LEJ, and PEVE that are still in their infancy.

锂电池三巨头市场份额 技术路线及工厂布局

Japanese and Korean power battery manufacturers have seen a significant increase in shipments in recent years

锂电池三巨头市场份额 技术路线及工厂布局

In 2016, Panasonic, LG Chem, and Samsung SDI accounted for 76% of overseas market share.

The development of the domestic power battery industry mainly relies on the new energy vehicle market guided by government policies. Although the growth rate is relatively fast, the technology still lags behind the foreign advanced manufacturers, and the competitiveness is slightly insufficient. It has not yet officially entered the international supply chain. Currently, there are only CATL has a small supply of BMW.

Japan and South Korea power battery manufacturers development process

Panasonic - the leader in the power battery industry. After Sony produced lithium-ion batteries in the early 1990s, Matsushita began to develop rechargeable lithium-ion batteries in 1994. By 1998, Panasonic began mass production of cylindrical lithium-ion batteries for notebook computers, and Panasonic built the industry-leading Lithium-ion battery production line. In 2008, Panasonic announced the acquisition of Sanyo Electric, which became the world's largest supplier of lithium batteries . In the same year, Panasonic and Tesla cooperated for the first time. Tesla's first model Roadster used Panasonic 18650 lithium cobalt oxide battery . Since then, Panasonic has been the main power battery supplier of Tesla (the rest only LG Chem provides Roadster). Replacement battery). In 2014, Panasonic announced a joint venture with Tesla to build a super battery factory Gigafactory, and the relationship between the two goes further. Taking advantage of the development of Tesla, Panasonic has been the top spot for power battery manufacturers in recent years.

LG Chem - a rising star in the field of power batteries. LG Chem officially began research and development of lithium-ion batteries in 1998, and mass production in 1999. Although the development time is later than Japanese manufacturers, the company is Korea's largest and world-class chemical company. With decades of material production and R&D experience, it has made breakthroughs in the field of lithium-ion batteries. In 2009, LG Chem cooperated with Hyundai-Kia in Korea to apply its own lithium-ion battery to commercial hybrid vehicles for the first time. Since then, it has officially entered the power battery market, and has cooperated with GM, Renault, Ford, Volkswagen, etc., and the sales of Renault Zoe and Chevrolet Volt have helped the company's power battery market share to reach the world's top level. At present, there are more than ten of the world's top 20 auto brands and LG Chem has cooperation in power batteries, and its development potential is huge.

Samsung SDI - an international power battery company with strong strength. In 2000, Samsung SDI began to enter the field of power batteries. In 2008, Samsung SDI and Bosch jointly established the power battery company SB Limotive. The pure electric vehicle Megacity launched by BMW in 2009 used the power battery produced by SB Limotive. The prototype of the BMW i3 was popular after its launch. Samsung SDI opened the power battery market. In 2013, it signed a long-term cooperation agreement with BMW. In 2015, the company acquired MSBS, which is an international leader in battery project. Since then, Samsung SDI has built a complete business system from battery cells to battery packs. In 2016, the battery explosion of Samsung note7 caused worldwide concern, and its battery was manufactured by Samsung SDI. Samsung SDI lost many orders in the field of consumer lithium-ion battery, but it has little impact on the power battery business.

AESC - wrong route, facing the risk of being eliminated. AESC was established in 2007 by a joint venture between Nissan and NEC. At the beginning of its establishment, the sword was the power battery market. In 2010, the production of lithium-ion batteries for EVs began. The Nissan Leaf, which was launched in the same year, was the power battery developed by AESC. As the Nissan Leaf was widely welcomed by the market after its launch, AESC quickly expanded its market share. However, the good times are not long. Due to the choice of battery route, AESC power battery has no competitiveness in the past. In 2015, Nissan announced that it will open competition in the battery business and purchase batteries from LG Chemical. This is not a small blow to AESC. In 2016, Nissan announced that it would sell a 51% stake in AESC and withdraw from the power battery sector. At this point, AESC was officially abandoned by Nissan, and the current development situation of AESC is still unclear.

Analysis of the technical route of the four giants

Panasonic's power battery is taking the lead of the nickel ternary route, and the cylindrical battery energy density is the world leader. At present, most of Panasonic's power battery is supplied to Tesla Model S and Model X. The battery model is 18650 cylindrical. The latest generation 18650 battery positive electrode adopts NCA material, and the negative electrode uses silicon carbon composite material. The monomer energy density can reach 250Wh/kg. The 21700 cylindrical battery cell used in the upcoming Model 3 has an energy density of 340 Wh/kg, which is the highest energy density of cells on the market. In addition to cylindrical, Panasonic also plans to manufacture square batteries to meet other customer needs.

LG Chem is recognized as a leading global soft pack company, and the positive pole mainly takes the ternary route. LG Chemical Power Battery cathode material is mainly ternary NCM, which is the international mainstream route for cathode materials. In terms of battery packaging, LG Chem uses a laminated soft bag design and is recognized as a leading soft pack company at home and abroad. The battery design is flexible, the heat dissipation performance is good, the air is bulged after inflation, and the safety performance is also good. The thick shell of the cylindrical battery and the square battery is theoretically higher in energy density, but the soft pack battery has high requirements on production technology. At present, the price of aluminum plastic film is also relatively expensive.

锂电池三巨头市场份额 技术路线及工厂布局

LG Chemical's flexible soft pack battery design

Samsung SDI power battery positive electrode uses ternary materials, the package form is mainly square, and actively follow the production of 21700 battery. Samsung SDI power battery cathode material uses ternary NCM and NCA materials. In addition to Panasonic, Samsung SDI is the most important NCA power battery manufacturer. Its NCA supplier is Korean company ECOPRO. The battery is mainly packaged in square battery. The advantage of the square battery is that it can produce large-capacity single-cell batteries. The design requirements for BMS and PACK are lower, but there are disadvantages such as poor consistency, inconsistent model specifications, and low energy density. Compared with soft packs and cylindrical batteries, Have development potential. In order to further expand the market, with Tesla released 21700 cylindrical battery, Samsung is also planning to launch the same model battery.

The AESC power battery adopts a soft package design, and the positive electrode material takes the lithium manganate route, facing the risk of being eliminated. The current mainstream market in the international market is the development of high-nickel ternary materials, and AESC is one of the few power battery companies in the industry that uses lithium manganate as a positive electrode material. Although the price of lithium manganate is relatively cheap, but the energy density is low and the cycle performance is poor, there is no outstanding advantage compared with lithium iron phosphate and ternary materials. It is precisely because the positive electrode route selects lithium manganate that AESC is facing the risk of being eliminated by the market. Although there are attempts to transform to the ternary material route, but because the development lags behind other competitors, the products are not yet competitive in the market. At present, the transfer of AESC is under discussion, and the direction in which AESC will develop in the future has not yet been finalized.

锂电池三巨头市场份额 技术路线及工厂布局

Laminated soft case design for AESC power battery

Sales situation

Panasonic is Tesla's main supplier of power batteries, and its shipments rank first in the industry and will continue to maintain rapid growth in the future. Since the launch of the Tesla Model S in 2012 and the Model X in 2015, two models have been sought after by the market. Panasonic is the sole supplier of its batteries, and its shipments have maintained a high growth rate. In 2016, the power battery shipments were 6.7GWh, of which about 6GWh was supplied to Tesla. With the release of Model 3 in August this year, the capacity will be gradually released, and Panasonic's power battery will continue to maintain rapid growth. It is expected that power battery shipments will reach 10GWh this year.

锂电池三巨头市场份额 技术路线及工厂布局

Panasonic's 2017 power battery shipments will reach 10GWh

LG's chemical power battery sales have grown steadily, with great development potential, and sales will increase significantly this year. LG's chemical power battery shipments have steadily increased from 2014 to 2016, and the growth rate is stable, but the total amount is not large. In the past two years, LG Chem's power battery customers have been in the initial stage of development, and the sales volume of the models is not high. Therefore, LG Chemical's shipments have not increased significantly. This year's new hot-selling Chevrolet Bolt and classic best-selling models Nissan Leaf, Renault Zoe and other pure electric vehicles are powered by LG Chem. We expect LG chemical shipments to increase significantly to around 4GWh this year.

锂电池三巨头市场份额 技术路线及工厂布局

2017 LG chemical shipments will increase significantly to around 4GWh

Samsung SDI's sales of power batteries have grown rapidly in recent years, and sales are expected to exceed 2GWh. From 2014 to 2016, Samsung SDI power battery shipments are small, but it has been in a state of rapid growth, mainly the company's largest customer, BMW, which has developed rapidly in the field of new energy vehicles in the past three years, driving the power battery shipment. the amount. In 2017, BMW's new energy vehicle sales will maintain rapid growth, and the company is also actively expanding new customers. It is predicted that Samsung SDI power battery shipments will reach 2GWh this year.

锂电池三巨头市场份额 技术路线及工厂布局

2017 Samsung SDI power battery shipments will reach 2GWh

AESC's main shipments are digested by Nissan Leaf. The new Leaf is now being converted to LG Chemical Power Battery, and sales in 2017 are likely to decrease significantly. AESC power battery shipments have maintained rapid growth after the listing of Nissan Leaf, but in the past two years due to battery life, Nissan Leaf sales have declined, while AESC shipments are all dependent on Leaf digestion, so AESC battery shipments in the past two years Compared with 2014, the decline is obvious. With the announcement of Nissan’s abandonment of AESC last year and the 2016 Leaf to use the power battery provided by LG Chem, AESC’s battery shipments this year may be significantly reduced.

锂电池三巨头市场份额 技术路线及工厂布局

2017 AESC battery shipments may be significantly reduced

Factory layout

Panasonic power battery factories are mainly distributed in Japan, the United States, and China. From the perspective of factory layout, the Chinese market and the US market are the focus of Panasonic's development. Panasonic's current Panasonic power battery plants are mainly distributed in Japan, the United States and China. The Japanese factory is currently the production base, and the Model 3 and Model X batteries are all produced in Japan. The US factory is a $5 billion Gigafactory joint venture with Tesla , and Panasonic's capital contribution is about 30%. At present, the plant's power battery is completed in the factory during the construction of the production side. According to the Tesla plan, the Gigafactory capacity will reach 35GWh in 2018, which can be used by 500,000 electric vehicles . Panasonic's factories in China include Dalian and Suzhou, both of which are built in the Chinese market. The Dalian plant produces square batteries. After the completion of the project, the battery capacity can be used for 200,000 electric vehicles. The first phase of the project has been put into production. The Suzhou plant is a joint venture between Panasonic and Suzhou Jiexin, which produces 18650 cylindrical batteries. It is expected to be put into operation in the second half of this year. It is expected to reach 100 million units in 2017.

LG's chemical power battery plants are mainly distributed in China, the United States, Europe and South Korea. From the perspective of factory distribution, LG has the most important power battery market in the world. In order to narrow the market distance and reduce the cost of enterprises, LG Chem has four power battery production bases in the world, including Nanjing, China, Wucang, South Korea, Holland, Wroclaw, Poland, and Nanjing, China. Poland's production capacity is second. According to the planning of LG Chemical Power Battery Capacity, in 2016, the company's power battery capacity will meet the demand of 50,000 electric vehicles worldwide. By 2020, the company's production capacity can meet the demand of 200,000 electric vehicles.

Samsung SDI power battery factories are mainly distributed in China, Europe and South Korea. From the perspective of factory distribution, Samsung SDI focuses on the development of China and Europe. Samsung SDI power battery production base is mainly distributed in Ulsan, South Korea, Xi'an, China and Ged, Hungary. The factory in Ulsan, South Korea is the earliest. Currently, it mainly supplies power batteries for BMW I3 and I8. Xi'an Plant Samsung Ring New is a joint venture power battery production base of Samsung SDI and Anqing Ring. The current annual production capacity can meet the demand of 40,000 electric vehicles. The battery plant in Hungary is currently under construction, but the official production will take place in the second quarter of 2018, and the annual production capacity is expected to meet the demand of 50,000 electric vehicles.

AESC is a Nissan holding company, which is designed to meet the internal needs of the company. There is no overseas plan in the early stage. Currently, there is only a production base in Japan. Since AESC's mission is to provide power batteries for Nissan, it is doomed that AESC will not actively follow the mainstream development of the market. When AESC's power battery technology is leading internationally and Nissan's Leaf sales are gratifying, Nissan will not allow AESC to provide power batteries for other manufacturers on a large scale and squeeze its market share. Eventually, AESC was out of touch with the market and failed to go abroad to build a battery production base overseas to expand its business.

CH/CS Topshell Assembly

CH/CS Cone Crusher


(1) CH/CS Cone Crusher is a single cylinder hydraulic structure. The equipment is designed according to heavy-duty working conditions. The main shaft is supported at the upper and lower points, and the stress conditions are good.


(2) The constant crushing chamber (CLP) design keeps the feeding and production capacity constant during the liner wear cycle, significantly reducing the operating cost.


(3) Up to ten kinds of cavity shape changes and up to four kinds of eccentricities can be set for an eccentric sleeve bushing, which greatly enhances the flexibility and adaptability of the equipment.


(4) Equipped with intelligent ore outlet adjustment system ASRI, the performance of the crusher can be maximized.


(5) Advanced liner wear monitoring and automatic compensation functions, operation data record query functions, and convenient network communication functions can significantly improve the maintenance level of equipment and optimize the coordination and control with other equipment in the system.


(6) Compared with CH type, CS type crushing chamber is higher and steeper, with larger feed inlet and larger carrying capacity. It is suitable for secondary crushing when the feed particle size is large. Its lower frame is interchangeable with CH crusher of the same specification.

Ch/Cs Topshell Assembly,Spider Bushing,Filler Ring,Support Ring

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