I-China Automotive Power Battery Industry Innovation Alliance (“Battery Alliance”) ikhiphe idatha ebonisa ukuthi ngoFebruwari 2023, ivolumu yokufakwa kwebhethri yamandla e-China yayingu-21.9GWh, okuwukunyuka ngo-60.4% YoY kanye no-36.0% MoM.Amabhethri e-ternary afake u-6.7GWh, okubalelwa ku-30.6% wesamba somthamo ofakiwe, ukwanda ngo-15.0% YoY kanye no-23.7% we-MoM.Amabhethri e-lithium iron phosphate afake i-15.2GWh, ebalelwa ku-69.3% wesamba somthamo ofakiwe, ukwanda ngo-95.3% YoY kanye no-42.2% we-MoM.

Kusukela kudatha engenhla, singabona ukuthi ingxenye yei-lithium iron phosphateesitokisini esifakiwe sisondele kakhulu ku-70%.Omunye umkhuba ukuthi, kungakhathaliseki ukuthi i-YoY noma i-MoM, izinga lokukhula lokufakwa kwebhethri ye-lithium iron phosphate lishesha kakhulu kunamabhethri e-ternary.Ngokwalo mkhuba obheke emuva, isabelo semakethe yebhethri ye-lithium iron phosphate yesisekelo esifakiwe sizodlula ama-70% maduze!

I-Hyundai icubungula isizukulwane sesibili se-Kia RayEV ekuqaleni kokusetshenziswa kwebhethri ye-Ningde Time lithium-iron phosphate, okuzoba i-Hyundai yokuqala eyethulwe ngamabhethri e-lithium-iron-phosphate ezimotweni zikagesi.Lokhu akukhona ukubambisana kokuqala phakathi kwaHyundai neNingde Times, njengoba iHyundai ike yethula ngaphambili ibhethri le-ternary lithium elikhiqizwe yiCATL.Nokho, amaseli ebhethri kuphela alethwe esuka ku-CATL, futhi amamojula nokupakishwa kwenziwa eSouth Korea.

Ulwazi lubonisa ukuthi kwaHyundai bazophinde bethule ubuchwepheshe be-CATL “Cell To Pack” (CTP) ukuze banqobe ukuminyana kwamandla amancane.Ngokwenza lula ukwakheka kwemojula, lobu buchwepheshe bungakhuphula ukusetshenziswa kwevolumu yephakethe lebhethri ngo-20% kuya ku-30%, kunciphise inani lezingxenye ngo-40%, futhi kukhulise ukusebenza kahle kokukhiqiza ngo-50%.

AbakwaHyundai Motor Group babambe indawo yesithathu emhlabeni ngemuva kweToyota neVolkswagen abadayise emhlabeni wonke cishe ezingu-6,848,200 ngo-2022. Emakethe yase-Europe, iHyundai Motor Group idayise angu-106.1 million, ikleliswe endaweni yesine ngesabelo semakethe esingu-9.40%, okuyenza ibe yinkampani ehamba phambili inkampani yezimoto ekhula ngokushesha.

AbakwaHyundai Motor Group babambe indawo yesithathu emhlabeni ngemuva kweToyota neVolkswagen abadayise emhlabeni wonke cishe ezingu-6,848,200 ngo-2022. Emakethe yase-Europe, iHyundai Motor Group idayise angu-106.1 million, ikleliswe endaweni yesine ngesabelo semakethe esingu-9.40%, okuyenza ibe yinkampani ehamba phambili inkampani yezimoto ekhula ngokushesha.

Emkhakheni wokufaka ugesi, i-Hyundai Motor Group yethule i-IONIQ (Enikon) 5, IONIQ6, Kia EV6, nezinye izimoto zikagesi ezihlanzekile ezisekelwe ku-E-GMP, inkundla ezinikele yezimoto ezisebenza ngogesi ezingenasici.Kuhle ukusho ukuthi i-IONIQ5 yakwaHyundai ayikhethwanga nje “njengemoto Yonyaka Yomhlaba Ka-2022”, kodwa futhi “Imoto Yonyaka Kagesi Yomhlaba Ka-2022” kanye “Ne-World Car Design of the Year 2022”.Amamodeli we-IONIQ5 kanye ne-IONIQ6 azothengisa amayunithi angaphezu kuka-100,000 emhlabeni jikelele ngo-2022.

Amabhethri e-lithium iron phosphate athatha umhlaba wonke

Yebo, kuyiqiniso ukuthi izinkampani eziningi zezimoto sezivele zisebenzisa noma zicabangela ukusetshenziswa kwamabhethri e-lithium iron phosphate.Ngaphezu kwe-Hyundai ne-Stellantis, i-General Motors iphinde ihlole ukuthi kungenzeka yini ukusebenzisa amabhethri e-lithium iron phosphate ukunciphisa izindleko1.AbakwaToyota eChina basebenzise ibhethri le-BYD lithium iron phosphate blade kwezinye zezimoto zabo zikagesi1.Phambilini ngo-2022, iVolkswagen, BMW, Ford, Renault, Daimler kanye nezinye izinkampani eziningi zezimoto ezijwayelekile zamazwe ngamazwe zihlanganise ngokucacile amabhethri e-lithium iron phosphate kumamodeli azo asezingeni lokungena.

Izinkampani zebhethri nazo zitshala imali kumabhethri e-lithium iron phosphate.Isibonelo, ukuqalisa kwebhethri lase-US i-Our Next Energy imemezele ukuthi izoqala ukukhiqizwa kwamabhethri e-lithium iron phosphate eMichigan.Le nkampani izoqhubeka nokunwetshwa kwayo ngemuva kokuthi imboni yayo entsha yamaRandi ayizigidi eziyizinkulungwane eziyi-1.6 ingena ku-inthanethi ngonyaka ozayo;ngo-2027, ihlela ukuhlinzeka ngamabhethri e-lithium iron phosphate anele ezimotweni zikagesi ezingu-200,000.

I-Kore Power, okunye ukuqalisa kwebhethri yase-US, ilindele isidingo samabhethri e-lithium iron phosphate ukuthi sikhule e-United States.Le nkampani ihlela ukumisa imigqa emibili yomhlangano embonini ezokwakhiwa e-Arizona ekupheleni kuka-2024, eyodwa ezokukhiqiza amabhethri e-ternary, okwamanje ajwayelekile e-United States, kanti enye izokhiqiza amabhethri e-lithium iron phosphate1. .

NgoFebhuwari, iNingde Times neFord Motor bafinyelela isivumelwano.IFord izonikela ngamaRandi ayizigidi eziyizinkulungwane ezingu-3,5 ukuze kwakhiwe imboni entsha yamabhethri eMichigan, e-United States, ikakhulukazi ukuze kukhiqizwe amabhethri e-lithium iron phosphate.

Abakwa-LG New Energy basanda kuveza ukuthi inkampani ikhulisa ukuthuthukiswa kwamabhethri e-lithium iron phosphate ezimotweni zikagesi.Umgomo wayo ukwenza ukusebenza kwebhethri ye-lithium iron phosphate ibe ngcono kunezimbangi zayo zaseShayina, okungukuthi, ukuminyana kwamandla kwaleli bhethri kuno-C ukuhlinzeka ngebhethri ye-Tesla Model 3 ngama-20% aphezulu.

Ngaphezu kwalokho, imithombo ithe i-SK On iphinde isebenze nezinkampani zezinto zokwakha ze-lithium iron phosphate zaseChina ukubeka umthamo we-lithium iron phosphate ezimakethe zaphesheya kwezilwandle.