The Ningde era valued Tesla’s market share, and Tesla valued the cost reduction brought by the Ningde era.
According to Reuters, Tesla and Ningde Times are discussing the use of cobalt-free batteries in domestic electric vehicles, and the negotiations have entered the final stage. Tesla said there was no response.
This indicates that Tesla will introduce lithium iron phosphate as a positive electrode battery in domestic models. Some people in the industry have said that lithium iron phosphate is the most competitive power battery at present, compared with the original nickel-cobalt-aluminum (NCA) battery used by Tesla, a difference of 0.15-0.2 yuan per watt-hour.
In addition, the CTP highly integrated power battery development platform that Ningde Times has been developing will also be applied. Ningde Times previously said that due to the elimination of battery module assembly, the volume utilization rate of CTP battery packs has increased by 15% -20%, production efficiency has increased by 50%, and the energy density of battery packs has increased by 10% compared to traditional battery packs. 15%. For Tesla, the aforementioned person thinks “probably 10% -20% cost reduction.”
CTP and blade batteries are based on the square group efficiency improvement, can not be used on cylindrical and soft pack batteries, the discussions between the two sides also indicate that the domestic version of Tesla will use square batteries on the battery. “The material system is readily available, and a new size will be developed. Ningde Times should develop a new cell size for it. Original The space inside the car can be arranged according to the performance requirements. ”
The popularization of the Model 3 has played a role in driving sales for Tesla, and in order to further reduce prices in China, it seems that Tesla has made compromises with the main research and development control technology.
After using the CTP technology provided by Ningde Times, Tesla may be able to give up control of PACK. However, a practitioner in the automotive industry believes that “Tesla’s integrated technology should not be delivered to the Ningde era. The Ningde era may develop short cells to supply and plug it directly into Tesla battery packs.” / span>
No matter who will take control in the end, the Tesla and Ningde eras have their own needs. The Ningde era now controls more than 80% of the battery supply of electric vehicles, and Tesla is a catfish-like presence in China. “ Tesla, a market in Ningde, is still very important. For the Ningde era, Tesla also valued the coming cost reduction. In the end, whoever has the most power to speak depends on who has the most confidence “.