Mention the battery, we are no stranger to everyday use of mobile phones, tablets and other consumer electronics products and industrial-grade electronic products, power generation devices need to use the battery to save energy and realize the power supply function. Even with such a great function , The battery is still unknown behind those bright and beautiful products, the battery market is calm .. Until November 16, 2017, Fisker company released a message saying 'the company has applied for a solid state battery this week Patented ', it is reported that the solid-state battery that will enable the battery life of electric vehicles to an incredible 804 km, and charging time of only 1 minute! Company also claimed that the battery technology will be introduced in January 2018. Compared to the current Electric car battery maximum range of 300 kilometers and charging takes tens of minutes or even hours, Fisker solid-state battery technology really come out like 'flat thunder' shocking!
Existing lithium battery technology short serious, frustrated battery business performance
Currently on the market to use the largest battery is lithium battery, the battery can not only be used for huge audience of small consumer electronics products, such as cell phones, PCs, etc., can also be used to provide power for cars, which is commonly known as power lithium batteries. For the vast majority of mobile phone consumers, the battery life is one of the main problems of their purchase of mobile phones, even if the battery life is not strong enough to make up for the deficiencies with the Charging Po, especially the current charge 'five minutes, call two hours 'Technology can basically meet the needs of consumers.But in the automotive area is different, charging a long, short battery life has been a high-speed expansion of the electric vehicle market impede, no consumer can withstand two hours driving two hours charging 50 minutes of suffering.
Fisk's research and development of solid-state battery technology is no accident caused by a stir.Fisics company's technology bulletin said that "due to material and manufacturing advances, the cost of solid-state battery technology is only the conventional lithium battery 2020 estimated cost of 1/3 . This is the market focus of attention, according to the forward industry Research Institute released "2017-2022 China Power Lithium Battery Industry Market Demand Forecast and Investment Strategy Analysis Report" shows that since 2017 China's power lithium battery business Is suffering from the performance of the 'winter', although most business revenue growth but profits are declining, there are some corporate revenue and profits double down!
Exhibit 1: Performance of Leading Lithium Battery Industry in China (Unit: 100 million yuan, 10,000 yuan,%)
As we all know, power lithium battery cathode material for the lithium ion, while the lithium ion is derived from lithium, the world's lithium reserves are limited and non-renewable.In the continuous expansion of lithium battery production capacity and supply of lithium resources under certain circumstances, lithium batteries Materials prices soared; the other hand, the lower reaches of the lithium battery industry, new energy vehicles, the state subsidies for electric vehicles and business promotion and other factors led the sales of new energy vehicles year by year higher, while the trend of higher sales forcing car prices Decline, and then the price of finished lithium batteries also fall.Material costs are rising - falling prices of finished products in the cracks in the business are facing the dilemma - profit size shrinking! It is power lithium battery hand created such a performance winter!
Breaking the road is imperative
In order to break the limited resources of lithium-ion batteries and the high cost of materials, battery research institutes, experts, scholars and business entities all over the world are looking for new battery technologies that can replace existing lithium batteries with regard to material cost and performance Or products, breaking the road gradually opened.
Solar cell application expansion, the trend of commercialization clear
Before the pure electric vehicles into the public field of vision, solar cars was once considered one of the most promising future car types, but the current solar cell technology is still not up to the needs of the use of the car.Mainly subject to the solar sunshine conditions, geography Location and angle of the conversion efficiency is low, providing energy storage can not meet the power needs of high-power running electric vehicles.But the solar cell is currently available in the field of automotive electrical energy storage and charging. In August, Alta Equipment Company and Audi Company will cooperate in the field of solar cell and both parties will develop the Audi / Hanergy thin film solar cell R & D project.
Sodium ion battery technology available
On October 9, 2017, a materials science research team led by renowned Chinese material scientists Bao Zhe Nan and Cui Yi has successfully developed a new type of cathode material for sodium ion batteries with extremely high battery capacity and significantly increased cycle life, Is expected to replace due to the limited reserves of mineral resources and expensive Lithium-ion batteries.It is reported that in terms of battery capacity and material costs, the sodium-ion batteries have won the lithium-ion battery.
Chart 2: Lithium-ion battery and sodium ion battery comparative analysis of performance
Note: The overall cost of lithium-ion battery-based, the overall cost of sodium-ion battery is only about 80% of lithium-ion batteries.
However, according to the research team, the current sodium-ion battery technology is still in the laboratory stage, there are still many technical problems need to continue to crack and improve, from the real market to commercialization is still a long way to go. In any case, the future of sodium-ion batteries still There is the possibility of replacing lithium-ion batteries.
Breakthrough in solid-state battery technology, commercial prospects can be expected
As mentioned earlier, although we have initially mastered the technology of solar cells, however, the solar cells still have too many uncertainties. Although we have mastered the sodium ion battery technology and know that it has a much better performance than lithium-ion batteries, But it is still too far from commercial operation.With the breakthrough in solid-state battery technology, it has a higher feasibility, and therefore favored by the market.Fisker company applied for solid-state battery technology patents also marks the Fisker in the field of power batteries Walk in the forefront of the world, however, at the pinnacle of battery technology Fisker is not alone, according to objective data shows that there are many institutions in the world or market players in the development of solid-state battery technology has been laid.
Exhibit 3: R & D layout of solid-state battery research institutes and business entities at home and abroad
Any one of the technology landing requires the country and the market participants - the active layout of enterprises.Compared with existing lithium battery technology, solid state battery technology has a larger life, charging and cost advantages, which means it has a larger Business prospects in the national research institutes and business entities led by the commercialization of solid-state battery technology worth the wait!
