It is good that China plays out the characteristics of lithium iron phosphate, especially in the long and short blades using stacked sheet technology to fully play the advantages of volumetric energy density after the battle of lithium iron not fought before 2017 continues to fight in 2022.
2021 lithium iron phosphate battery to substantially overtake lithium NMC batteries in production. According to the overall cost structure, lithium iron phosphate will continue to have an overwhelming domestic advantage. Passenger cars inside maybe about 45% from the current further up to 70%.
The proportion of lithium iron phosphate and ternary batteries in passenger cars
That is to say, and lithium iron phosphate will cover vehicles below 600 kilometers, the A00 level of installed cars will continue steadily increasing the number of vehicles. In terms of the absolute number of cars, it may rise to 75 percent or even 80 percent.
Lithium LiFePO4 and NMC batteries in different fields of application
In lithium iron phosphate batteries in passenger cars in November the installed capacity reached 7.99GWh, the number of installed vehicles reached 217,400 units, and the corresponding ternary battery installed capacity of 9.8GWh and 190,000 units, we see from the number of installed vehicles, August to achieve the number of surpassing; September to achieve the installation of Wh surpassed and then surpassed back (in fact, this is only the difference between Tesla in the domestic and export ), in essence, China’s lithium iron phosphate battery in the car has completely surpassed the application of ternary lithium batteries.