Envision Group recently released a new strategy for the automotive industry - adding a newly entered power battery product line and proposing a "new machine" strategy with network intelligence as the core, revealing its ambition to stand in the same trench as Huawei.
Half a year after completing the acquisition of Japanese power lithium battery company AESC, Envision Group recently announced a new strategy for the automotive industry. Based on its original layout in multiple fields such as intelligent IoT operating systems and energy storage, it will add new entrants The power lithium battery product line has proposed a new machine strategy with network intelligence as the core, revealing its ambition to stand in the same trench as Huawei.
As a digital energy technology company in my country, on April 1 this year, Envision Group announced the completion of the acquisition of controlling stakes in the electric battery business of multiple global production bases of AESC, a subsidiary of Nissan Motor Co., Ltd., as well as the battery electrodes of Nippon Electric Co., Ltd. All equity interests in the production business company NEC Energy Devices, Ltd.
AESC, acquired by Envision, was founded in 2007, and its power lithium battery shipments once ranked among the top five in the world. In 2016, Nissan decided to sell 51% of its shares in AESC in order to centralize its resources. After competing with many companies around the world for the bid, Envision Group finally won.
After this acquisition, Envision AESC was formally established, with Envision Group and Nissan holding approximately 80% and 20% of the shares respectively in lithium-ion batteries. Envision AESC is headquartered in Japan, and my country is the fourth production and R&D base of Envision AESC.
On April 17, Envision AESC debuted at the Shanghai Auto Show and officially announced the new generation Gen5-811AloT power lithium battery. It is understood that this product will be officially mass-produced at Envision AESC’s Wuxi factory in mid-2020. In the future, the Wuxi factory’s total annual production capacity will reach 20GWh, and it is expected to supply more than 400,000 new energy vehicles worldwide each year. During the Shanghai Auto Show, many independent car companies came to learn about Envision AESC’s power lithium batteries.
In the Chinese market, the development of Japanese and Korean power lithium batteries has been restricted by policies in the past few years, while domestic power lithium battery companies such as BYD and CATL have seized this huge opportunity and achieved barbaric growth. In 2018, policies were loosened, and Japanese and Korean power lithium batteries made a comeback. The industry believes that my country's power lithium battery companies will face the challenge head-on. However, some people believe that the current polarization of domestic power lithium batteries has intensified, and the oligopoly pattern has basically stabilized lithium-ion battery manufacturers. So, does Envision Group, which has entered the game at this time, still have a chance?
I completely disagree (that the pattern has been formed). This era of deep electrification has just begun. How can you say that the Ningde era and BYD have become the last Qin and Zhao countries? The contention of a hundred schools of thought during the Spring and Autumn Period has not yet begun, and the Seven Heroes of the Warring States Period have not yet truly experienced this era. And does electric vehicle shipments account for 1% today? Zhang Lei asked rhetorically at the event.
Regarding the market sales of Envision Power lithium batteries, Zhang Lei said that many international customers have already been contacted and have confirmed orders, but there are no independent car companies among them. We are very picky in our selection of clients and choose clients that are more in line with our long-term strategy. On October 22, at the new machine Vision Virgin E Formula Night event held by Envision Technology Group, its founder and CEO Zhang Lei told reporters.
Taking power lithium batteries as an entry point, Envision began to accelerate its entry into the automobile industry. Zhang Lei believes that with the advancement of the era of deep electrification, the business model of the entire automotive industry will be subverted in the future, especially for batteries. However, the purpose of Envision Group’s acquisition of AESC is not just to make power lithium batteries. Traditional battery companies are integrated with car manufacturers, but after Vision enters, the future will be to integrate and integrate car manufacturers. Zhang Lei said.
In order to prove this arrogant-sounding plan, Envision Group announced a new machine strategy, proposing that the new machine is a machine with a network meaning. When talking about how to integrate car companies based on power lithium battery integration, Zhang Lei used the sandwich theory to explain that the car is in the middle of the sandwich, surrounded by the city, the power grid, and the building, surrounded by a larger network and larger system.
Founded in 2007, Vision Group has long-term layout in related fields. Its product lines cover EnOS smart IoT operating system, smart energy storage, smart wind turbines and wind farms, Apollo photovoltaics and other fields. In the newly-entered field of power lithium batteries, AESC has fully mastered the full life cycle data of batteries through years of cooperation with Nissan. These layouts are also the basis for the new machine strategy announced by Vision.
Zhang Lei claimed that the brand effect of the automobile industry is slowly continuing. With the emergence of the car service sharing model, in the future, automobile service companies will integrate automobile factories, and the status of automobile factories will gradually decline. As for the status of the core component power lithium battery, Envision Group will use network intelligence to redefine its meaning.
According to Envision Group’s plan, its new machine strategy will take network intelligence as the core, from electric formula to power lithium battery technology, from manufacturing green electricity to controlling and storing electric energy. Through the intelligent IoT operating system EnOS, it will form a machine network and release dividend.
This is also in line with the development direction of my country's entire energy revolution. This year, many industry experts emphasized the role that electrification and intelligence of new energy vehicles play in promoting the transformation of energy intelligence. In addition to Envision Group's efforts in this field, Huawei and CATL also signed a cooperation agreement at the Shanghai Auto Show on April 17 this year. It is understood that the two parties are very likely to reach cooperation in the field of intelligent battery control. Like Envision Group, Huawei also has plans in photovoltaics, energy storage, smart grid and other fields. Recently, State Grid Electric Vehicles has also gathered a number of new energy vehicle companies to explore innovative models of travel solutions and energy utilization.
In addition to building a lithium-ion battery factory, Envision Group is also promoting the realization of its new machine strategy by joining the Formula E event. At the beginning of 2018, Envision Technology Group officially announced that it would join the Formula E competition and become the owner of the Envision Virgin Racing Team, and has helped the team and drivers win multiple championships. Envision Group hopes to use the artificial intelligence and algorithms of electric formula to optimize batteries, turn smart cars into terminals of digital energy networks, and accelerate the digital energy revolution.
However, industry insiders believe that the final implementation of digital energy networks still faces great challenges, and the profit model is not clear, which involves multiple factors such as technological innovation, infrastructure transformation, industry standards, and scale level. I can’t say now when the profit node will be? We will watch slowly. Zhang Lei finally told reporters.
Dongguan Juda Electronics Co., Ltd. was established in 2002 and is headquartered in Goldman Sachs Technology Park, Nancheng District, Dongguan City, Guangdong Province, my country. It is a company that provides special needs for global users in mobile power supplies, energy storage power supplies, power supplies and backup power supplies. A national high-tech company specializing in customized solutions and products for lithium battery systems.
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