I-China Automotive Power Battery Industry Innovation Alliance ("i-Battery Alliance") ikhuphe idatha ebonisa ukuba ngoFebruwari 2023, umthamo wofakelo lwebhetri yamandla e-China wawuyi-21.9GWh, ukwanda kwe-60.4% YoY kunye ne-36.0% ye-MoM.Iibhetri ze-Ternary zifakwe i-6.7GWh, i-akhawunti ye-30.6% yomthamo ofakiweyo, ukwanda kwe-15.0% YoY kunye ne-23.7% ye-MoM.Iibhetri ze-Lithium iron phosphate zifakwe i-15.2GWh, i-akhawunti ye-69.3% yomthamo ofakiweyo, ukwanda kwe-95.3% YoY kunye ne-42.2% ye-MoM.

Ukusuka kwidatha engentla, sinokubona ukuba umlinganiselo welithium iron phosphatekwisiseko esifakiweyo sisonke sisondele kakhulu kwi-70%.Omnye umkhwa kukuba, nokuba yi-YoY okanye i-MoM, isantya sokukhula kwebhetri ye-lithium iron phosphate ikhawuleza kakhulu kuneebhetri ze-ternary.Ngokwale ndlela yokuya ngasemva, i-lithium iron phosphate ibhetri yesabelo sebhetri yesiseko esifakelweyo kungekudala siya kudlula i-70%!

I-Hyundai iqwalasela isizukulwana sesibini se-Kia RayEV ekuqaleni kokusetyenziswa kwe-Ningde Time lithium-iron phosphate iibhetri, eya kuba yi-Hyundai yokuqala eqaliswe ngeebhetri ze-lithium-iron-phosphate kwizithuthi zombane.Oku akusiyo intsebenziswano yokuqala phakathi kwe-Hyundai kunye ne-Ningde Times, njengoko i-Hyundai iye yazisa ngaphambili i-ternary lithium ibhetri eveliswe yi-CATL.Nangona kunjalo, kuphela iiseli zebhetri zangeniswa kwi-CATL, kwaye iimodyuli kunye nokupakishwa zenziwa eMzantsi Korea.

Ulwazi lubonisa ukuba abakwaHyundai baya kwazisa nobuchwepheshe beCATL “Cell To Pack” (CTP) ukuze boyise ukuxinana kwamandla aphantsi.Ngokwenza lula imodyuli yemodyuli, le teknoloji inokunyusa ukusetyenziswa kwevolumu yebhetri ye-20% ukuya kwi-30%, ukunciphisa inani leengxenye nge-40%, kunye nokwandisa ukusebenza kwemveliso ngama-50%.

Iqela leemoto iHyundai libambe indawo yesithathu kwihlabathi emva kweToyota kunye neVolkswagen ngentengiso yehlabathi jikelele malunga neeyunithi ezingama-6,848,200 ngo-2022. Kwimarike yaseYurophu, iHyundai Motor Group ithengise iiyunithi ezizigidi ezili-106.1, ikwindawo yesine ngesabelo semarike esisi-9.40%, nto leyo eyayenza yaba inkampani yeemoto ezikhula ngokukhawuleza.

Iqela leemoto iHyundai libambe indawo yesithathu kwihlabathi emva kweToyota kunye neVolkswagen ngentengiso yehlabathi jikelele malunga neeyunithi ezingama-6,848,200 ngo-2022. Kwimarike yaseYurophu, iHyundai Motor Group ithengise iiyunithi ezizigidi ezili-106.1, ikwindawo yesine ngesabelo semarike esisi-9.40%, nto leyo eyayenza yaba inkampani yeemoto ezikhula ngokukhawuleza.

Kwintsimi yombane, i-Hyundai Motor Group iqalise i-IONIQ (Enikon) 5, IONIQ6, i-Kia EV6, kunye nezinye izithuthi zombane ezicocekileyo ezisekelwe kwi-E-GMP, iqonga elinikezelweyo lezithuthi zombane ezicocekileyo.Kufanelekile ukukhankanya ukuba i-IONIQ5 yakwaHyundai ayinyulwanga nje ngokuba “yiMoto yeHlabathi yoNyaka ka-2022”, kodwa “neMoto yoMbane yeHlabathi yoNyaka ka-2022” kunye “noYilo lweMoto lweHlabathi loNyaka ka-2022”.Iimodeli ze-IONIQ5 kunye ne-IONIQ6 ziya kuthengisa iiyunithi ezingaphezu kwe-100,000 kwihlabathi liphela ngo-2022.

Iibhetri ze-lithium iron phosphate zithatha ihlabathi

Ewe, kuyinyaniso ukuba iinkampani ezininzi zeemoto sele zisebenzisa okanye ziqwalasela ukusetyenziswa kweebhetri ze-lithium iron phosphate.Ukongeza kwi-Hyundai kunye ne-Stellantis, i-General Motors iphinda ihlolisise ithuba lokusebenzisa iibhetri ze-lithium iron phosphate ukunciphisa iindleko1.I-Toyota e-China isebenzise ibhetri ye-BYD yentsimbi ye-phosphate blade kwezinye zeemoto zayo zombane1.Ngaphambili ngo-2022, iVolkswagen, iBMW, iFord, iRenault, iDaimler kunye nezinye iinkampani zemoto eziqhelekileyo zamazwe ngamazwe ziye zadibanisa ngokucacileyo iibhetri ze-lithium iron phosphate kwiimodeli zazo zokungena.

Iinkampani zebhetri zikwatyala imali kwiibhetri ze-lithium iron phosphate.Umzekelo, ukuqala kwebhetri yase-US Amandla ethu alandelayo abhengeze ukuba iya kuqalisa ukuveliswa kweebhetri ze-lithium iron phosphate eMichigan.Inkampani iya kuqhubeka nokwandiswa kwayo emva kokuba isityalo sayo esitsha se-1.6 yeebhiliyoni sifika kwi-intanethi kunyaka ozayo;ngo-2027, iceba ukubonelela ngokwaneleyo iibhetri ze-lithium iron phosphate kwi-200,000 yezithuthi zombane.

Amandla eKore, enye ibhetri yokuqala yase-US, ilindele ukuba iibhetri ze-lithium iron phosphate zikhule eUnited States.Inkampani iceba ukuseka imigca yendibano emibini kwisityalo esiza kwakhiwa e-Arizona ekupheleni kwe-2024, enye yokuvelisa iibhetri ze-ternary, okwangoku ziqhelekileyo e-United States, kunye nezinye zokuvelisa iibhetri ze-lithium iron phosphate1. .

NgoFebruwari, iNingde Times kunye neFord Motor bafikelela kwisivumelwano.IFord iza kunikela ngeebhiliyoni ezi-3.5 zeerandi ukuze kwakhiwe umzi-mveliso omtsha weebhetri eMichigan, eUnited States, ingakumbi ukuvelisa iibhetri ze-lithium iron phosphate.

I-LG New Energy isandula ukutyhila ukuba inkampani inyusa uphuhliso lweebhetri ze-lithium iron phosphate kwizithuthi zombane.Injongo yayo kukwenza ibhetri ye-lithium ye-phosphate isebenze ngcono kunezichasi zayo zaseTshayina, oko kukuthi, ubuninzi bamandla beli bhetri kune-C ukunika i-Tesla Model 3 ibhetri ye-20% ephezulu.

Ukongeza, imithombo yathi i-SK On iphinda isebenze kunye neenkampani ze-lithium iron phosphate yaseTshayina ukubeka umthamo we-lithium iron phosphate kwiimarike zaphesheya.