Kapital mrzlično uporablja polprevodniške-baterije: vendar je industrijska veriga nepopolna in je treba rešiti različne tehnične težave
Nedavno je-podjetje za polprevodniške baterije Huineng Technology objavilo zaključek novega kroga financiranja v višini 326 milijonov ameriških dolarjev; Družba za polprevodne{2}}akumulatorje Weilan New Energy je prejela naložbo v višini približno 500 milijonov juanov, pri čemer je bila vrednost projekta 5 milijard juanov; Stellantis in Daimler sta napovedala naložbo v zagonska podjetja-baterij FactorialEnergy... Priljubljenost polprevodniških-akumulatorjev še naprej narašča in postajajo naložbeno mesto za industrijo novih energetskih vozil.
Proizvajalci avtomobilov in proizvajalci baterij se trudijo za razvoj
Razumljivo je, da polprevodniške baterije nadomeščajo elektrolit in separator s polprevodniškimi-baterijami, kar lahko poveča energijsko gostoto obstoječih litij-akumulatorjev s približno 300 Wh/kg na več več kot 500 Wh/kg in premagati težave, kot so slaba stabilnost baterije in nizka učinkovitost polnjenja.
Trenutno se glavna avtomobilska podjetja in podjetja za baterije trudijo razviti polprevodni{0}}akumulatorje. Volkswagen je na primer leta 2018 vložil 100 milijonov USD v QuantumScape, ameriško podjetje za močne litij-ionske baterije, da bi postal največji delničar, in ustanovil skupno podjetje za razvoj polprevodniških{4}}akumulatorjev, ki je pričakuje se, da bo množično-proizvedeno po letu 2023; BMW načrtuje, da bo naslednje leto začel uporabljati 100AH polprevodniške-akumulatorje za vozila. Standardno testiranje-na ravni predpisa in integracija vozila, načrtuje lansiranje prototipa vozila s polprevodniškimi{10}}akumulatorji do leta 2025 in bo v množici implementiral tehnologijo polprevodniških baterij-{13} }proizvedena vozila do leta 2030; Hyundai in Kia sta nedavno skupaj napovedala podpis sporazuma s FactorialEnergy za promocijo polprevodniških{15}}akumulatorjev. Standardizirana proizvodnja baterij; 29. novembra je Nissan napovedal lansiranje modelov električnih vozil, opremljenih z vsemi-polprevodniškimi-baterijami, do proračunskega leta 2028 ...
Kar zadeva podjetja za baterije, LG New Energy načrtuje komercializacijo vseh-polprevodniških{1}} baterij od leta 2025 do 2027; Samsung SDI načrtuje, da bo do leta 2025 razvil -vse{5}}polprevodniške-akumulatorje in vse-polprevodniške-prototipe izdelkov v velikem obsegu ter masovno{{ 10}}proizvajati jih leta 2027; Ganfeng Lithium Industry je dejal, da je bila prva-generacija 200 milijonov Wh polprevodniških-proizvodnih linij uspešno uvedena v proizvodnjo... Avtomobilska podjetja in akumulatorska podjetja so navdušena nad vlaganjem v trdne- stanje baterije, in nekaj rezultatov je prišlo.
"It is difficult to achieve industrialization within 10 years"
Polprevodniške{0}}baterije imajo pomembne prednosti, vendar obsežnih{1}} aplikacij ni mogoče doseči v kratkem času.
Wu Hui, general manager of the Research Department of Ivey Economic Research Institute, told reporters: "Solid-state batteries are the development trend of the power lithium-ion battery industry, but some technical problems cannot be solved at present, and it is difficult to achieve industrialization within 10 years. For example, solid-state batteries are solid-state batteries. Solid interface, large internal resistance, low electrical conductivity, there is no good solution." There are three mainstream technical routes for solid-state battery electrolytes - oxides, sulfides and polymers, each with their own advantages and disadvantages. Yole Développement, a French market research company, pointed out that the key to solid-state battery applications is to find suitable electrolyte materials, and all current solutions have problems with ionic conductivity, battery life and safety.
"If the technical problems cannot be solved, the energy density advantages of solid-state batteries will not be reflected." Wu Hui said frankly.
Wu Hui further pointed out: "Actually, the 'solid-state batteries' that car companies are preparing to install are semi-solid batteries with a small amount of electrolyte." It is understood that semi-solid batteries belong to the transitional technology from liquid to solid-state batteries. For example, NIO previously announced a 150kWh solid-state battery product with a single energy density of 360Wh/kg, and the NEDC (New European Driving Cycle) cruising range of the ET7 exceeds 1,000 kilometers. The company explained that although the battery is described as a solid-state battery, it is actually a semi-solid-state battery that still requires an electrolyte and a separator.
In addition, the complex process of solid-state batteries and the lack of industrial chains have pushed up production costs. But at the same time, some research institutions believe that if solid-state batteries are mass-produced, their cost will be 40 percent of that of lithium-ion batteries. "There will be a process of cost reduction after the industrialization of solid-state batteries, but the premise is industrialization. In the future, the cost parity of electric vehicles and fuel vehicles can be achieved through the application of solid-state batteries." Wu Hui believes.
Evropska, ameriška, japonska in korejska podjetja začnejo hitreje
The market research institute SNEResearch estimates that by 2030, the global demand for solid-state batteries is expected to be close to 500GWh; by 2025, the global market space for solid-state batteries is expected to reach 6 billion yuan, of which my country's solid-state battery market space is expected to reach 3 billion yuan and 200 by 2030. billion. The Huaan Securities Industry Research Report pointed out that solid-state batteries have become an important breakthrough for some non-traditional battery companies to enter the lithium battery industry.
my country is the world's largest new energy vehicle market. With the advent of the TWh era, solid-state batteries have become a must for the company. The "New Energy Vehicle Industry Development Plan (2021-2035)" issued in November last year clearly proposed to accelerate the research and development and industrialization of solid-state power lithium-ion battery technology.
Wu Hui said: "Solid-state batteries are the next-generation technology direction of power lithium-ion batteries. Whether car companies or battery companies, they must be deployed, occupy the commanding heights, and first solve technical problems such as conductivity."
It is understood that as the car company with the most patents in the field of solid-state batteries, Toyota's solid-state batteries have begun to be tested in prototype vehicles. Recently, Ouyang Minggao, an academician of the Chinese Academy of Sciences, said that although my country is in a leading position in the supply of power lithium-ion batteries, companies in Europe, America, Japan and South Korea have taken the lead in the research and development of solid-state batteries, while China is still in the stage of "separate policy".
Poznavalci panoge verjamejo, da so stroški polprevodniške-baterije, ki se je pojavila v zgodnji fazi, sorazmerno visoki, nove stroške pa je mogoče izravnati le tako, da jih primerjate z vrhunskimi{1}}modeli. Hkrati pa morajo razvijalci tehnologij, dobavitelji opreme, proizvajalci baterij in proizvajalci originalne opreme, da bi premagali težave, s katerimi se sooča komercializacija polprevodniških baterij-, sodelovati, da bi dodatno okrepili tehnično podporo in zapolnili vrzel v dobavni verigi. . Poleg tega bi morala nacionalna raven izboljšati tudi usmerjanje politike in spodbujati gojenje ugodnih projektov.
