Views: 0 Author: Site Editor Publish Time: 2020-07-02 Origin: Site
The upcoming June, echoing the frequent fire accidents of new energy vehicles, is the industry's focus on solid-state batteries with higher safety and higher energy density. Under this industry trend, traditional vehicle manufacturers, including Volkswagen, have further strengthened their layout in the field of solid-state batteries.
\"If you use all-solid-state batteries, the company’s EV model e-Golf’s cruising range can be increased from the existing 300 kilometers to 750 kilometers.\"After the completion of a US$200 million capital increase to QuantumScape, a solid-state battery developer, in mid-June this year , Volkswagen Group gave such a prediction. In early June, Zhejiang Hezhong, one of the domestic new car manufacturers, also reached an in-depth cooperation with Qingtao Energy to jointly promote the development and application of solid-state batteries.
Although compared with the current mainstream ternary lithium batteries, solid-state batteries have the advantages of high energy density, high safety performance, and high cycle times, but some industry insiders believe that solid-state batteries will take time to achieve industrial application.
\"From the perspective of the latest subsidy policy, the state has not made higher requirements for technical indicators such as energy density of power battery systems. The current new energy market is still policy-oriented and does not have enough power for enterprises to apply costs. A higher solid-state battery.\" said industry expert Song Nan.
Cross-border layout of solid-state batteries
In December 2019, the Ministry of Industry and Information Technology released the \"New Energy Vehicle Industry Development Plan (2021-2035)\" (draft for comments), which put forward requirements for improving technological innovation capabilities, including \"speeding up the development of solid-state power battery technology and industry \"Etc. provisions.
Before this, many multinational auto companies have begun to lay out the solid-state battery industry. In addition to the recent completion of a capital increase in solid-state battery R&D companies and the plan to build a solid-state battery production line by 2025, Volkswagen Group, BMW, Toyota, Daimler and other car companies have also completed the corresponding strategic deployment. Among them, Toyota Executive President and Chief Technology Officer Shigeru Terajima has revealed that Toyota will launch a new energy vehicle model equipped with solid-state batteries in 2020; and earlier this year, Daimler announced that it will cooperate with Canada’s Quebec Hydropower Corporation to develop solid-state battery technology. Once it reaches mass production, it will be used on Daimler-owned electric vehicles.
Among the domestic vehicle manufacturers, BYD and BAIC have also taken action in the field of solid-state batteries as two representative enterprises of new energy vehicles. BYD told reporters, \"BYD already has technical reserves in solid-state batteries, but the specific content is not easy to disclose.\"
Beiqi Group Investment, a subsidiary of BAIC Group, completed its investment in Qingtao (Kunshan) Energy Development Co., Ltd. in August 2019. The two parties will cooperate in the industrialization of solid-state lithium batteries.
Also in cooperation with Qingtao Energy is Hezhong Automobile, which is a representative of new car manufacturers. \"The two parties will promote the application of solid-state power battery loading as a core principle, and aim to give full play to the solid-state power battery technology potential and accelerate the verification and testing of solid-state power battery vehicles.\"The relevant person in charge of Hezhong Automobile said,\" Qing Tao will As the only solid-state power battery partner of Hezhong, he provides high-safety solid-state power battery solutions.\"
Upstream of the automotive industry chain, according to statistics from the Huajing Industrial Research Institute, up to 16 power battery companies, including Ningde Times, Guoxuan Hi-Tech, and Honeycomb Power, have started the development of solid-state batteries.
\"The research direction of the Ningde era is lithium sulfur, lithium air (lithium air battery), all solid state and sodium ion batteries.\"Wu Kai, chief scientist of the Ningde era, revealed to the public earlier this year.
Mass promotion will take time
Despite being sought after by many international mainstream car companies, some companies have given up the research and development of solid-state batteries.
At the end of 2017, Bosch considered investing 20 billion euros in solid-state battery mass production plans and acquired solid-state battery startup Seeo Inc. It is expected to achieve 200Gwh battery capacity by 2030, but by March 2018, Bosch announced that it will abandon solid-state battery R&D The plan also sold the newly acquired Seeo Inc.
\"Solid electrolytes are superior to liquid electrolytes in terms of safety and some electrochemical performances, but due to their solid form, there are also inherent defects. For example, the lithium ion migration efficiency of solid electrolytes directly affects the ion conductivity of solid electrolytes Rate.\" Senior analyst at Gasgoo Automotive Research Institute said that the current ionic conductivity of most solid electrolytes is lower than that of liquid electrolytes, which affects the practical performance of solid-state batteries.
In addition to the decreased practicality caused by lower conductivity, the manufacturing process also restricts the industrialization of solid-state batteries to a certain extent.
\"Currently, there has been a breakthrough in solid-state battery technology in the laboratory stage, but there are still problems such as ‘yield rate’ to mass production.\” Song Nan believes that the current solid-state battery technology has not yet reached the standard for mass production.
Also close to Song Nan is Wang Rongjin, a partner of Shanghai Jinbang Capital. In Wang Rongjin's view, it takes at least 6 years from solid sample verification to SOP verification. Moreover, solid-state batteries are expected to be fully verified in the field of consumer electronics before they can be used in electric vehicles. \"2025 may be a critical time point for the industrialization of solid-state batteries.\" Wang Rongjin said.
Not only at the technical and technological level, for solid-state batteries, the cost of promotion is also one of the factors most companies consider.
\"Although the energy density and safety of solid-state batteries are higher, the cost is more than two or three times higher than that of current liquid batteries. From the perspective of the new subsidy policy, (enterprise) will not get more subsidies, but Will increase costs.\" Song Nan said.
Some data show that the current cost of semi-solid batteries is about 2.5 yuan to 3 yuan/wh, which is 2 to 3 times that of ordinary power batteries. If the power battery, which occupies nearly 40% of the entire vehicle cost, cannot control the cost, it will be difficult to meet consumer demand for the price of the entire vehicle.
\"At present, many car companies have abandoned the pursuit of battery energy density, and turned to lightweight development of the whole car, thereby improving battery life.\" Song Nan further said, \"For car companies, the overall cost will be reduce.\"
