CR2032 button cell.In terms of battery core technology, BYD beats Tesla?

The battery technology gap between BYD and Tesla is the difference between 1 and 0. Tesla itself has no battery or even motor technology, and these two core components rely on procurement. Tesla is most famous for its nickel-cobalt-aluminum 18

The battery technology gap between BYD and Tesla is the difference between 1 and 0. Tesla itself has no battery or even motor technology, and these two core components rely on procurement.

Tesla's most well-known is the nickel-cobalt-aluminum 18650 ternary lithium-ion battery. The so-called 18650 refers to the battery size: 18mm in diameter, 65mm in length, 0 refers to cylindrical shape. This kind of battery is widely used. Tesla uses Japanese Panasonic batteries. , batteries are not only used in automobiles but also widely used in the IT industry.

The characteristic of Panasonic 18650 is that the single unit energy density is high enough, 223WH/KG, but the system energy density is relatively low. In fact, increasing battery life depends on stacking batteries. Taking model The performance is somewhat unsatisfactory.

However, Tesla's subsequent models will switch to 27100 batteries, which are cylindrical batteries with a diameter of 21mm and a length of 70mm. The energy density will increase again after the volume is increased, but the actual performance will require market verification by Model 3; in order to reduce costs It is difficult to judge how the reduction in the cobalt content of the negative electrode will ultimately perform. However, it is true that the rework rate of the first batch of Model 3 vehicles exceeds 80%. There is no real information on whether it is related to the new battery.

BYD uses two types of batteries: lithium iron phosphate and lithium manganese cobalt oxide, which are suitable for commercial vehicles and passenger cars respectively.

The characteristic of iron battery is that the energy density is relatively small, but the number of cycles is 2 to 3 times that of Panasonic 18650. The key point is that the cost is 1/3+ lower. This advantage is still very obvious - the stack battery can improve the endurance and cost less. The cost is that after pHEV was kicked out of the ranks of new energy vehicles, battery types are no longer limited, and iron batteries seem to be back in the era of passenger cars.

Safety lithium iron phosphate can be subjected to puncture, impact, fire and other tests, and its stability is much more stable than Tesla, which may lose control at temperatures close to 200 degrees.

As for the manganese cobalt oxide lithium-ion battery, the current system energy density has reached 160WH/KG, and the next batch of ternary release batteries can reach 180WH/KG. Under the premise of ensuring the safety factor, the cell group efficiency is close to 80%, exceeding model3.

In terms of core technology alone, Tesla does not have the strength to compete with BYD. Panasonic’s global battery technology ranking is behind BYD. BYD’s achievements in the automotive field are much worse than those in the battery field. One out of three lithium-ion batteries in the world is BYD. In terms of production, Panasonic still has a certain gap. Tesla is just incomparable in terms of brand positioning and high-end technology, including the use of the huge Taiwan Tomita Electric.