4680 battery is imperative. Who will be the final winner?

在去年9月22日的"电池日"活动中，特斯拉推出了一款新的4680电池（直径46毫米*高度80毫米），以取代之前的主流18650电池和21700电池。与后两者相比，这种新型电池的单体能量密度提高了5倍，达到300wh/kg，续航里程提高了16%，功率比极性电池提高了6倍，成本降低了14%。

At the "battery day" activity on September 22 last year, Tesla launched a new 4680 battery (diameter 46mm * height 80mm) to replace the previous mainstream 18650 battery and 21700 battery. Compared with the latter two, the single energy density of this new battery is increased by 5 times, reaching 300wh / kg, the endurance mileage is increased by 16%, and the power is increased by 6 times compared with the polar battery, And the cost can be reduced by 14%.

此前，由于正极的高度挤压和电池的压延，4680电池的产量并不高（去年仅为20%）。随着技术的进步和生产线的更新，特斯拉的4680电池测试生产线的产量已经上升到70%-80%，虽然与目前主流电池的至少90%仍有一定距离，但可以看出4680电池的产量确实有了显著提高，而且离大规模生产也不远。

Previously, the yield of 4680 battery was not high (only 20% last year) due to the high extrusion of the positive electrode and the calendering of the battery. With the improvement of technology and the renewal of the production line, the yield of Tesla's 4680 battery test production line has increased to 70% - 80%, although it is still some distance from at least 90% of the current mainstream battery, However, it can be seen that the yield of 4680 battery has indeed improved significantly, and it is not far from large-scale production.

8月31日，据报道，特斯拉已开始在中国寻找4680个大型圆柱形电池的合作伙伴。特斯拉设计了4680个电池，由电池制造商OEM。除了最初的三家电池供应商松下、宁德时报和LG化学外，特斯拉谈判的大型圆柱形电池公司还包括亿威锂能源等，但数小时后，亿威锂能源官员驳斥了这一传闻。华尔街洞察和洞察研究所也分析了这些潜在的合作伙伴。

On August 31, it was reported that Tesla had begun to look for a partner of 4680 large cylindrical batteries in China. Tesla designed 4680 batteries, which were OEM by battery manufacturers. In addition to the original three battery suppliers Panasonic, Ningde times and LG chemistry, the large cylindrical battery company negotiated by Tesla also included Yiwei lithium energy, etc., but after hours, Yiwei lithium energy officials have refuted the rumor. The Wall Street insight and insight Institute also analyzed these potential partners.

从最初应用于s/X型的18650电池到应用于3/Y型的2170电池，再到最新的4680电池，我们可以看到特斯拉一直在推动电池技术的进步。与以前的电池相比，这种新电池不仅改变了它的尺寸，而且还改变了它的极耳。4680电池实际上是一个全极耳电池，它将整个正极/负极集电器变成一个极耳。通过集电器与电池外壳或集电器的全面积连接，可以大大降低电池的内阻和热值，解决高能量密度电池的发热问题，提高充放电峰值功率。特斯拉预计到2022年底，电池容量将达到4680个，每年100GWh。

From the 18650 battery first applied to model s / X to the 2170 battery applied to model 3 / Y and then to the latest 4680 battery, we can see that Tesla has been promoting the progress of battery technology. Compared with the previous battery, this new battery not only changes its size, but also changes its polar ear. 4680 battery is actually a full polar ear battery, which turns the whole positive / negative current collector into a polar ear. Through the full area connection between the current collector and the battery shell or current collector, it can greatly reduce the internal resistance and calorific value of the battery, solve the heating problem of high energy density cells, and improve the peak power of charge and discharge. Tesla expects to reach 4680 battery capacity of 100GWh per year by the end of 2022.

Link：https://new.qq.com/omn/20210901/20210901A01UZV00.html

update time：2021-09-01 10:29:48