Contemporary Ampere Technology Co., Ltd. and BYD are "tearing each other" and "protecting calves"
With the increase of weather temperature, the struggle between Contemporary Amp Technology Co., Ltd. and BYD in the field of batteries has intensified, and a "discussion" upsurge about batteries has been set off on the Internet.
"Blade battery is one of the innovative concepts of CTP structure that we mass-produced in 20 16." "Battery safety and battery abuse testing are two different things. Some people equate passing the abuse test with battery safety. " Zeng Yuqun took the lead in attacking BYD blade batteries.
"Not satisfied? Then you can tie it! " Deputy General Manager of BYD Auto Sales Co., Ltd. hit back in Weibo.
Technical dispute
Contemporary Ampere Technology Co., Ltd. and BYD, the first and second domestic power batteries, respectively represent different factions. Global power batteries are mainly divided into lithium ferrous phosphate and ternary lithium batteries. From the technical field, BYD and Contemporary Ampere Technology are only the representatives of two technical routes.
China Power Battery has undergone an iterative upgrade from Ni-MH battery to lithium iron phosphate battery and then to ternary lithium ion battery. They are competing with each other.
Dating back to 20 16, BYD was still the market leader in that year, but in 20 17, Contemporary Ampere Technology Co., Ltd. sprang up suddenly, adding new customers 1 19, and its shipment volume1.84gwh, reaching the first place in the global market.
Contemporary Ampere Technology Co., Ltd., which started with ternary lithium battery, seems to have completely changed the battery market in China overnight.
Then, international giants such as BMW and Volkswagen GM, independent soldiers such as SAIC, Changan and BAIC Geely, and rising stars such as Weilai, Weimar and Baiteng all threw olive branches to Contemporary Amp Technology Co., Ltd. Contemporary Ampere Technology Co., Ltd. has gradually stabilized its leading position in the market by expanding the "circle of friends" of car companies.
By 2020, BYD's blade battery will stir up the car circle as soon as it comes out. "Almost all the car brands you can think of are discussing the technical cooperation of blade batteries with us." Judging from Wang Chuanfu, chairman of BYD, BYD may use the blade battery to fight a turnaround and regain the initiative of lithium iron phosphate battery.
"BYD compresses the volume of lithium iron phosphate batteries through its own black technology, just like rows of' blades', which also gives it an advantage in front of ternary lithium batteries." In Chen Guangzu's view, BYD's blade battery not only threatens the ternary lithium battery of Contemporary Ampere Technology Co., Ltd., but also threatens all ternary lithium battery suppliers.
Brothers and sisters
Judging from the struggle between BYD and Contemporary Ampere Technology Co., Ltd., they have a life-and-death attitude. But why can't two battery companies or two battery technologies be bathed in the same sunshine and grow together through healthy competition?
In 20 19, the annual sales volume of new energy passenger cars in China was1060,000, exceeding the million mark. Although the market share is very large, it seems that it is difficult for both Contemporary Ampere Technology Co., Ltd. and BYD to swallow the huge market.
Data is the most powerful evidence. In 20 19, the total output of power batteries in China was 85.4GWh, up by 2 1.0% year-on-year. The annual loading capacity of Contemporary Ampere Technology Co., Ltd. is 3 1.46GWh, ranking first. BYD, which ranks second, has an annual loading capacity of 10.75GWh, and the total vehicles of the two battery giants only account for half of the whole year. At this stage, it seems premature to talk about the substitution relationship between them.
Looking at the macro market, there are many domestic new energy markets, including high-end new energy products such as Tesla MODEL 3, Weilai ES8 and Tucki P7, as well as civilian new energy electric vehicles such as BYD EV and BAIC New Energy EC5.
Ternary lithium battery and lithium iron phosphate battery seem to have found their own position here.
Liu Jincheng, chairman of Yiwei Lithium Energy, said: "Specifically, passenger cars with long cruising range are more inclined to use ternary batteries, but short-range cars with cruising range below 200-300 kilometers are more economical and may use lithium iron phosphate batteries. In the future, lithium iron phosphate batteries will have better room for growth. "
At the same time, in the response of "Some Opinions on Power Battery Standards" issued by Guan Wei Contemporary Ampere Technology Co., Ltd., it is also indicated that ternary and lithium ion have their own characteristics and meet different market demands respectively.
Lithium iron phosphate battery aims at the positioning of "national car" by its advantages, replacing electric bicycles, and has great potential in the future. Ternary lithium battery, with long battery life, can also win a place in the high-end electric vehicle market.
Tearing is healthier.
"To some extent, the competition between BYD and Contemporary Ampere Technology Co., Ltd. is a good thing, and the China market also needs such competition. In the competition, both of them force each other to upgrade the technology of their respective power batteries, and ultimately benefit consumers and the new energy market, which is also a sign that the market is maturing. " Chen Guangzu said.
It is worth mentioning that both Wang Chuanfu and Zeng Yuqun are from technical backgrounds, and both of them cherish their research and development achievements. From this point of view, the "mutual tearing" between the two is a manifestation of "protecting calves".
The battery industry is not only owned by Contemporary Ampere Technology Co., Ltd. and Tesla. There are many outsiders here: Musk, an electric car madman, vows to enter the battery industry, and Panasonic and LG are also eyeing the domestic battery market. Many netizens who eat melons also expressed their views: "It is better to point the finger at Tesla, thank you." Maybe they should put aside prejudice and share the same market.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.