Tesla recently announced that it will achieve mass production of 4680 new cylindrical batteries by the end of 2022. China Securities Journal reporters learned from many companies such as Yiwei Lithium Energy, Panasonic and LG New Energy had manufactured 4,680 cylindrical batteries and quickly promoted mass production. At the same time, they would lead the production of industrial chain enterprises such as Yahua Group. Shi Dashenghua and Tianci Materials. The demand for related raw materials has increased significantly.
It will be mass produced before the end of the year
Tesla CEO Elon Musk said at Tesla's recent 2022 shareholder meeting: "The weekly sales of 4680 cylindrical batteries Production is In line with expectations, the company is confident that it will reach mass production by the end of the year At the same time, the current supply.in Tesla batteries can meet the production needs of 1.5 million vehicles this year. battery factory, Tesla also buys from suppliers. "
On February 19, Tesla announced that the Fremont factory produced 1 million 4680 cylindrical batteries in January, which are expected to be used in the Model Y model in the first quarter. Musk said that The Gigafactory in Berlin, Germany, would be the world's largest battery factory, with an annual production capacity of more than 100 GWh, and could even reach 200 GWh to 250 GWh
Data shows. that the full name of 4680 cylindrical battery is 4680 specification lugless cylindrical battery. Cylindrical battery means the shape of the battery is cylindrical, 4680 refers to the battery specifications, 46 refers to the diameter of the cylindrical battery is of 46 mm and 80 refers to the height of the battery is 80 mm.Industry insiders said the previous sizes. cylindrical lithium batteries were mainly 18650 and 21700. There are two types, 21700 has 50% more energy than 18650 and 4680 has 5 times the energy of 21700.
Minsheng Securities said that 4680 cylindrical battery adopts new tab-free technology in cell structure, which can reduce costs and increase efficiency. The electrodeless ear technology increases the current conduction area, shortens the current conduction distance, and significantly reduces the internal resistance of the battery. Reducing internal resistance can reduce current deviation and extend battery life; Reducing resistance can also reduce heat generation. The effective contact area between the conductive coating of the electrode and the battery end cover can reach 100%, which can improve theheat dissipation capabilities.
Battery factories accelerate construction of production lines
Led by automotive leader Tesla, many battery makers such as Yiwei Lithium Energy, Panasonic and LG New Energy are stepping up their efforts. efforts to build production lines. Arrange the 4680 cylindrical battery production line.
The relevant person in charge of Yiwei Lithium Energy said in an interview with a reporter from China Securities Journal that the company's 4680 cylindrical battery factory is under construction and the partners are temporarily unable to disclose it. Everview Lithium Energy previously publicly stated that the company has completed the strategic configuration of large cylindrical batteries, including models 4680 and 4695. It is expected to release 20 GWh of production capacity in 2023 and reach 40 GWh in 2024.
Panasonic stated thatIt planned to increase the production of batteries for electric vehicles three to four times by 2028, focusing mainly on the North American market. Meanwhile, the company's new 4680 cylindrical vehicle battery is being mass-produced at the factory in Wakayama Prefecture, Japan. It is expected to be supplied to Tesla from 2023.
LG New Energy said it will invest 582 billion won in South Korea's Ochang factory to build a new 4680 cylindrical battery production line with an annual production capacity of 9 GWh. second half of 2023.
CICC predicts that 2023 is expected to be the first year that the volume of the 4680 cylindrical battery will increase. Regarding the rate of replacement of 21,700 batteries versus 18,650, the installed capacity of 4,680 batteries is expected to exceed 20 GWh in 2023 and exceed 100 GWh in 2024. OEM applications of terminalsshould also gradually penetrate from Tesla to high-end electric vehicles; manufacturers such as BMW and Daimler.
Leading to massive growth in demand for raw materials
The expansion in demand for 4,680 cylindrical batteries has led to massive growth in demand for upstream raw materials. Yahua Group said on the interactive platform: "The company is the main supplier of lithium hydroxide used in 4680 cylindrical batteries. Market demand for 4680 cylindrical batteries is expected to grow at a rate of 10 times annually this year and next year. /p>
The relevant official of Shi Dashenghua said: "At present, the company's main product is first-rate high-efficiency silicone carbon anode material, and 4,680 cylindrical batteries constitute the main target customer group. By 2025, the demand for 4,680 cylindrical batteriesques will be greater than 200 GWh, which corresponds to the demand for silicon-based anodes exceeds 160,000 tons, and the details will depend on actual production data,” Shi Dashenghua's announcement shows that the company is 1 000 tonnes/year. The silicon-based anode production line will be completed and put into trial production in 2021, with an additional production capacity of 20,000 tonnes/year planned. It will be launched at the end of 2022.
Tianci Materials said: “The Company's 4680 cylindrical battery electrolyte development project is in the pilot stage. The aim of the project is to meet the needs of cylindrical batteries for electrolyte and to solve the problems of infiltration and rapid charging. and high temperature performance"
CICC said that the rapid increase in the volume of 4680 cylindrical batteries will lead to high demand for new materials. It is expected that by 2025, cathodes high contentnickel and silicon-carbon anodes. , and lithium bisfluorosulfonyl imide (LiFSI) ), the demand for lithium replenishment agent, conductive agent and polyvinylidene fluoride (PVDF) will respectively reach 391,000 tons, 163,000 tons, 20,000 tons, 12,000 tons, 19,000 tons and 31,000 tons.
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