I-China Automotive Power Battery Industry Innovation Alliance (“i-Battery Alliance”) ikhiphe idatha ekhombisa ukuthi ngoFebhuwari 2023, umthamo wokufakwa kwebhethri lamandla eShayina wawungu-21.9GWh, ukwanda ngo-60.4% YoY kanye no-36.0% MoM. Amabhethri e-Ternary afakwe u-6.7GWh, okwenza u-30.6% womthamo ofakiwe, ukwanda ngo-15.0% YoY kanye no-23.7% MoM. Amabhethri e-Lithium iron phosphate afakwe u-15.2GWh, okwenza u-69.3% womthamo ofakiwe, ukwanda ngo-95.3% YoY kanye no-42.2% MoM.

Kusukela kudatha engenhla, singabona ukuthi ingxenyei-lithium iron phosphateEsisekelweni esifakiwe sisondele kakhulu ku-70%. Esinye isici ukuthi, kungakhathaliseki ukuthi i-YoY noma i-MoM, izinga lokukhula kokufakwa kwebhethri le-lithium iron phosphate lishesha kakhulu kunebhethri le-ternary. Ngokusho kwalesi sici, isabelo semakethe yebhethri le-lithium iron phosphate yesisekelo esifakiwe sizodlula u-70% maduze!

IHyundai icabanga ngesizukulwane sesibili seKia RayEV ekuqaleni kokusetshenziswa kwamabhethri e-lithium-iron phosphate e-Ningde Time, okuzoba yiHyundai yokuqala ukwethulwa ngamabhethri e-lithium-iron-phosphate ezimotweni zikagesi. Lokhu akusikho ukubambisana kokuqala phakathi kweHyundai neNingde Times, njengoba iHyundai yake yethula ibhethri le-lithium eliyi-ternary elikhiqizwe yi-CATL. Kodwa-ke, amaseli ebhethri kuphela alethwa evela ku-CATL, futhi amamojula kanye nokupakishwa kwenziwa eNingizimu Korea.

Ulwazi lukhombisa ukuthi iHyundai izokwethula nobuchwepheshe be-CATL be-“Cell To Pack” (CTP) ukuze inqobe ukuminyana kwamandla aphansi. Ngokwenza kube lula ukwakheka kwemojuli, lobu buchwepheshe bungandisa ukusetshenziswa kwevolumu yebhethri ngo-20% kuya ku-30%, bunciphise inani lezingxenye ngo-40%, futhi bukhuphule ukusebenza kahle kokukhiqiza ngo-50%.

I-Hyundai Motor Group ibambe indawo yesithathu emhlabeni ngemuva kweToyota neVolkswagen ngokuthengiswa okuphelele emhlabeni wonke kwamayunithi angaba ngu-6,848,200 ngo-2022. Emakethe yaseYurophu, i-Hyundai Motor Group ithengise amayunithi ayizigidi ezingu-106.1, ibekwe endaweni yesine ngesabelo semakethe esingu-9.40%, okwenza kube yinkampani yezimoto ekhula ngokushesha kakhulu.

I-Hyundai Motor Group ibambe indawo yesithathu emhlabeni ngemuva kweToyota neVolkswagen ngokuthengiswa okuphelele emhlabeni wonke kwamayunithi angaba ngu-6,848,200 ngo-2022. Emakethe yaseYurophu, i-Hyundai Motor Group ithengise amayunithi ayizigidi ezingu-106.1, ibekwe endaweni yesine ngesabelo semakethe esingu-9.40%, okwenza kube yinkampani yezimoto ekhula ngokushesha kakhulu.

Emkhakheni wokufakwa kukagesi, iHyundai Motor Group yethule i-IONIQ (Enikon) 5, IONIQ6, Kia EV6, kanye nezinye izimoto zikagesi ezihlanzekile ezisekelwe ku-E-GMP, ipulatifomu ezinikele yezimoto zikagesi ezihlanzekile. Kuhle ukusho ukuthi i-IONIQ5 yeHyundai ayikhethwanga nje kuphela njenge-"World Car of the Year 2022", kodwa futhi ne-"World Electric Car of the Year 2022" kanye ne-"World Car Design of the Year 2022". Amamodeli e-IONIQ5 kanye ne-IONIQ6 azothengisa amayunithi angaphezu kuka-100,000 emhlabeni wonke ngo-2022.

Amabhethri e-lithium iron phosphate anqoba umhlaba ngezivunguvungu

Yebo, kuyiqiniso ukuthi izinkampani eziningi zezimoto sezivele zisebenzisa noma zicabangela ukusebenzisa amabhethri e-lithium iron phosphate. Ngaphezu kweHyundai neStellantis, iGeneral Motors nayo ihlola amathuba okusebenzisa amabhethri e-lithium iron phosphate ukunciphisa izindleko. IToyota eShayina isebenzise ibhethri le-BYD lithium iron phosphate blade kwezinye zezimoto zayo zikagesi. Ngaphambilini ngo-2022, iVolkswagen, iBMW, iFord, iRenault, iDaimler kanye nezinye izinkampani eziningi zezimoto ezidumile emhlabeni wonke ziye zafaka amabhethri e-lithium iron phosphate kumamodeli azo okuqala.

Izinkampani zamabhethri nazo zitshala imali kumabhethri e-lithium iron phosphate. Isibonelo, inkampani entsha yamabhethri yase-US i-Our Next Energy imemezele ukuthi izoqala ukukhiqizwa kwamabhethri e-lithium iron phosphate eMichigan. Le nkampani izoqhubeka nokukhula kwayo ngemuva kokuba isitshalo sayo esisha samaRandi ayizigidi eziyizinkulungwane eziyi-1.6 siqalile ukusebenza ngonyaka ozayo; ngo-2027, ihlela ukuhlinzeka ngamabhethri e-lithium iron phosphate anele ezimotweni zikagesi ezingu-200,000.

I-Kore Power, enye inkampani entsha yamabhethri e-US, ilindele ukuthi isidingo samabhethri e-lithium iron phosphate sikhule e-United States. Le nkampani ihlela ukusungula imigqa emibili yokuhlanganisa embonini ezokwakhiwa e-Arizona ekupheleni kuka-2024, eyodwa yokukhiqizwa kwamabhethri e-ternary, okwamanje asetshenziswa kakhulu e-United States, kanti enye yokukhiqizwa kwamabhethri e-lithium iron phosphate1.

NgoFebhuwari, i-Ningde Times kanye ne-Ford Motor bafinyelele esivumelwaneni. I-Ford izonikela ngamaRandi ayizigidi eziyizinkulungwane ezingu-3.5 ukwakha isitshalo esisha samabhethri eMichigan, e-United States, ikakhulukazi ukukhiqiza amabhethri e-lithium iron phosphate.

I-LG New Energy isanda kwembula ukuthi inkampani ithuthukisa ukuthuthukiswa kwamabhethri e-lithium iron phosphate ezimotweni zikagesi. Umgomo wayo ukwenza ukusebenza kwebhethri layo le-lithium iron phosphate kube ngcono kunezimbangi zayo zaseShayina, okungukuthi, ubuningi bamandla aleli bhethri kune-C ukuze inikeze ibhethri le-Tesla Model 3 phezulu ngo-20%.

Ngaphezu kwalokho, imithombo ithe i-SK On isebenzisana nezinkampani zezinto ze-lithium iron phosphate zaseShayina ukuze kwandiswe umthamo we-lithium iron phosphate ezimakethe zaphesheya kwezilwandle.