In the power battery market, square, cylindrical, soft bag as the power battery 'Three Musketeers' has been in a three-legged state for some time. The market share of square batteries is ahead of soft packs and cylinders, but the overall balance is relatively balanced. Quietly changing, the balance of the three legs has been broken! From the installed capacity in the first half of 2018, the square battery has formed an absolute crushing force on the cylindrical and soft-packed batteries, the total far exceeds the sum of the cylindrical and soft-pack batteries. , continue to maintain the status of the most mainstream type of power battery.
Square batteries are becoming more and more 'ruler temperament'
The data shows that in the first half of 2018, the installed capacity of the domestic electric vehicle market was 15.52 GWh. Among them, the square battery was 11.75 GWh, accounting for 75.77%, ranking first; the soft battery was 1.95 GWh. 53%, ranked second; cylindrical battery with 1. 82GWh accounted for 11.70%, ranked third. Square battery in the power battery market has become more and more showing the ruler's temperament.
Source: Power Battery Application Branch Research
Battery China Network has learned that the current square battery materials are mainly concentrated in lithium iron phosphate and ternary, and the square battery supply vehicle types are involved in the field of new energy passenger cars, passenger cars and special vehicles. Square batteries in the first half of 2018. 81GWh installed capacity, mainly for new energy passenger cars and passenger cars, of which passenger cars accounted for 46.23%, passenger cars accounted for 41.30%, the total of the total 87.53%. New energy passenger cars and passenger car sales The growth of the square battery installed capacity has risen sharply.
Judging from the development of the power battery market in recent years, the proportion between square batteries and cylinders and soft pack batteries has been changing. Although square batteries have also experienced a decline in market share, since 2015, square batteries The position that occupied the first place in the power battery market has never changed, and the total amount is far ahead.
According to the statistics of the Research Department of the Power Battery Application Branch, the total installed capacity of domestic power batteries was 16.49 GWh in 2015, and the installed capacity of square, cylindrical and soft-packed batteries was 10.42 GWh, 4. 01 GWh, 2. 06 GWh, respectively. 63. 19%, 24.32%, 12.49%; In 2016, the total installed capacity of domestic power batteries was 28.28GWh, of which the installed capacity of square, cylindrical and soft-packed batteries was 19.13GWh, 5.99GWh, 3. 16GWh. The proportion of the domestic power battery is 36.44GWh, of which the installed capacity of square, cylindrical and soft pack batteries is 21. 47GWh, respectively. 24GWh, 4. 73GWh, accounting for 58.92%, 28.10%, 12.98%.
Source: Power Battery Application Branch Research
The special performance of square batteries is favored by car companies
Why is the square battery market so strong? This is inseparable from its special performance. As one of the power battery 'Three Musketeers', the square battery has small internal resistance, long cycle life, high package reliability, good tolerance, and group resistance. Simple, system energy efficiency and other advantages, once considered the most suitable battery design for new energy automotive applications, has been favored by batteries and vehicle companies for many years.
Compared with cylindrical batteries, square batteries are more plastic, and can be customized according to the specific needs of the products. However, soft pack batteries have unbreakable technical bottlenecks, so in terms of various factors, soft pack batteries At present, the overall market competitiveness is not as good as the square battery. Samsung SDI is the main producer of foreign square batteries. Wei Wei, vice president of Samsung SDI China, said that for fast charging, the square battery is superior, mainly in its square battery. The resistance is relatively small, so the temperature rise is easier to control. At the same time, the square battery can meet the demand of large-capacity single-cell batteries, and the design requirements for BMS and PACK are low. Many models currently use square batteries, such as BMW i-series models. , Roewe ERX5, Wei Lai ES8 and so on.
Square battery market concentration is becoming extreme
Since 2018, power battery companies have increased the layout of square batteries. Enterprises that produce cylindrical power batteries have also vigorously laid out square batteries. Square battery companies are also adjusting product sizes and developing large-capacity batteries. With national policies and market forces Battery energy density, lightweight and other aspects of performance put forward higher requirements, square battery capacity continues to climb. According to industry estimates, the total power battery capacity will reach 250GWh in 2018, of which square battery capacity will account for more than 50%.
Source: Power Battery Application Branch Research
At present, the production capacity of square batteries is mainly concentrated in the Ningde era, such as BYD, Guoxuan Hi-Tech, Lishen Battery, etc. The total production capacity of these four square batteries is expected to reach 71.5 GWh in 2018, accounting for the proportion of total square battery capacity in China. Up to 85.6%. According to the statistics of the Power Battery Application Branch Research Department, the total installed capacity of domestic prismatic batteries in January-June 2018 was 11.75GWh, of which the number of installed Ningde era square batteries was 6.49GWh. More than 55. 23%; BYD square battery installed capacity is 3.33GWh, accounting for 28.34%; Guoxuan high-tech square battery installed capacity is 0. 70GWh, accounting for 5.96%. The first three total accounts for 89% 53%, the square battery market concentration has become an extreme trend.
Future power battery market pattern still has variables
Although square batteries are currently the most mainstream choice for battery companies, their short performance boards are also very obvious. Since square batteries can be customized according to the size of the products, there are thousands of models on the market, and because of the models Too many, the process is difficult to unify. Square batteries are used without problems in ordinary electronic products, but for large-scale power batteries that require multiple strings and parallels, compared to cylindrical lithium batteries produced by standardized production lines, production of square batteries The level of automation is not high, and the monomer difference is large. In large-scale applications, the system life is much lower than the monomer life. At the same time, due to the difference of square battery cells, it is not conducive to recycling and reuse.
Battery China Network believes that due to the different packaging materials and structures, square, cylindrical, and soft-packed batteries have their own advantages and disadvantages. Moreover, the current power battery industry is in a period of great change, and various technological innovations are emerging one after another. It is not known about the standout. At present, the concentration of square battery capacity is too obvious. Once the market changes in the future, battery companies will face great risks. From the perspective of industry development, battery companies should focus more on technological innovation and the long-term future. Rather than short-term market share.
