Post by tinayu001 on Jul 26, 2023 3:54:22 GMT
As we all know, electrification is one of the future trends of the automotive industry. Driven by the large-scale growth of demand for new energy vehicles and energy storage, the demand for 200ah lithium batteries has increased from 765GWh in 2022 to 4735GWh in 2030, with a market size of more than 3 trillion yuan and a compound annual growth rate of 25.6%.
We note that with the rapid growth of power battery demand, production capacity has entered the peak of expansion, and the process technology has iterated rapidly. However, the pain points of 200ah lithium batteries in the process of different sections are still obvious. Therefore, it is extremely important to discuss the difficulties and pain points of the current 200ah lithium battery process and describe the solution path.
On the basis of in-depth interviews with process experts in the power battery industry, we summarized the integration of 200ah lithium battery process with simulation technology, laser technology, vision technology, sensing technology, AI technology and other cutting-edge technologies, and improved the technology of equipment integration, environmental protection and energy saving, high-speed and digitalization. We believe that the development of semi-solid and all-solid state technology also has a positive impact on the advancement of battery process technology.
Looking at the global new energy policy, it is not difficult to find that the transportation industry is currently the top three areas of carbon emissions (21% globally, 37% in the United States and the European Union, 31%), the global new energy policy guides the transportation industry to reduce carbon, and the development of 200ah lithium batteries is closely related to national energy security.
With the support of governments, new energy vehicles and energy storage have entered the fast lane and become a huge driving force for the growth of 200ah lithium batteries. We estimate that in 2030, the sales volume of new energy vehicles in the United States and Europe will reach 6.37 million and 13.64 million respectively, and the global sales volume will reach 37.73 million. In 2030, the installed capacity of electrochemical energy storage in the United States and Europe will reach 99GW and 48GW respectively, and the installed capacity of global electrochemical energy storage will reach 358GW.
From the perspective of the global demand for 200ah lithium batteries, in 2025, the global 200ah lithium battery market demand will reach 1515GWh, and it is expected that the global demand will reach 4735GWh in 2030, with a five-year compound growth rate of 25.6%.
In 2021, among the top ten companies in the global power battery installed capacity list, China occupies 6 seats, accounting for 49% of the total installed capacity, and the remaining 4 companies are from Japan and South Korea. In fact, at present, regions outside China, Japan and South Korea are facing greater challenges and bottlenecks in the construction of 200ah lithium battery production capacity, mainly because of the lack of technical foundation in these regions, imperfect industrial chain, shortage of core talents and lack of construction experience. In contrast, the development of China's lithium industry in the past five years and the rapid improvement of lithium production capacity have further consolidated China's important position in the global lithium industry. Therefore, the development of China's 200ah lithium battery industry is related to the global trend.
How to promote the benign development of the global 200ah lithium battery industry to the greatest extent? The analysis of the current 200ah lithium battery process in the face of many difficulties and pain points is the most important.
200ah lithium battery process process pain points
Our analysis of the process pain points will be carried out in the four segments of the 200ah lithium battery process, including the polar segment, the assembly segment, the fractional formation segment, and the module /PACK segment.
Polar fragments need to focus on impurities, uniformity, energy consumption problems. It is particularly important to ensure the consistency of the electrode sheet during the forming process from the beginning of stirring.
The assembly section needs to focus on solving the problems of water content, dust burr and battery cell transfer damage. The control of dust burrs is a common difficulty in the industry.
The partition forming section needs to focus on solving problems such as energy consumption, heat dissipation and accuracy, and at present, it can solve storage and improve efficiency through automatic three-dimensional storage.
The module /PACK segment needs to solve problems such as gluing, welding, testing, etc.
In order to fundamentally solve the pain points in the 200ah lithium battery process, improve the quality consistency, efficiency, and cost control ability of production, it is necessary to improve the control accuracy of production equipment and the level of production line automation.
We note that with the rapid growth of power battery demand, production capacity has entered the peak of expansion, and the process technology has iterated rapidly. However, the pain points of 200ah lithium batteries in the process of different sections are still obvious. Therefore, it is extremely important to discuss the difficulties and pain points of the current 200ah lithium battery process and describe the solution path.
On the basis of in-depth interviews with process experts in the power battery industry, we summarized the integration of 200ah lithium battery process with simulation technology, laser technology, vision technology, sensing technology, AI technology and other cutting-edge technologies, and improved the technology of equipment integration, environmental protection and energy saving, high-speed and digitalization. We believe that the development of semi-solid and all-solid state technology also has a positive impact on the advancement of battery process technology.
Looking at the global new energy policy, it is not difficult to find that the transportation industry is currently the top three areas of carbon emissions (21% globally, 37% in the United States and the European Union, 31%), the global new energy policy guides the transportation industry to reduce carbon, and the development of 200ah lithium batteries is closely related to national energy security.
With the support of governments, new energy vehicles and energy storage have entered the fast lane and become a huge driving force for the growth of 200ah lithium batteries. We estimate that in 2030, the sales volume of new energy vehicles in the United States and Europe will reach 6.37 million and 13.64 million respectively, and the global sales volume will reach 37.73 million. In 2030, the installed capacity of electrochemical energy storage in the United States and Europe will reach 99GW and 48GW respectively, and the installed capacity of global electrochemical energy storage will reach 358GW.
From the perspective of the global demand for 200ah lithium batteries, in 2025, the global 200ah lithium battery market demand will reach 1515GWh, and it is expected that the global demand will reach 4735GWh in 2030, with a five-year compound growth rate of 25.6%.
In 2021, among the top ten companies in the global power battery installed capacity list, China occupies 6 seats, accounting for 49% of the total installed capacity, and the remaining 4 companies are from Japan and South Korea. In fact, at present, regions outside China, Japan and South Korea are facing greater challenges and bottlenecks in the construction of 200ah lithium battery production capacity, mainly because of the lack of technical foundation in these regions, imperfect industrial chain, shortage of core talents and lack of construction experience. In contrast, the development of China's lithium industry in the past five years and the rapid improvement of lithium production capacity have further consolidated China's important position in the global lithium industry. Therefore, the development of China's 200ah lithium battery industry is related to the global trend.
How to promote the benign development of the global 200ah lithium battery industry to the greatest extent? The analysis of the current 200ah lithium battery process in the face of many difficulties and pain points is the most important.
200ah lithium battery process process pain points
Our analysis of the process pain points will be carried out in the four segments of the 200ah lithium battery process, including the polar segment, the assembly segment, the fractional formation segment, and the module /PACK segment.
Polar fragments need to focus on impurities, uniformity, energy consumption problems. It is particularly important to ensure the consistency of the electrode sheet during the forming process from the beginning of stirring.
The assembly section needs to focus on solving the problems of water content, dust burr and battery cell transfer damage. The control of dust burrs is a common difficulty in the industry.
The partition forming section needs to focus on solving problems such as energy consumption, heat dissipation and accuracy, and at present, it can solve storage and improve efficiency through automatic three-dimensional storage.
The module /PACK segment needs to solve problems such as gluing, welding, testing, etc.
In order to fundamentally solve the pain points in the 200ah lithium battery process, improve the quality consistency, efficiency, and cost control ability of production, it is necessary to improve the control accuracy of production equipment and the level of production line automation.