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How smart IoT technology leads the transformation of 2200mah 18650 battery
Recently, a series of electric vehicle accidents have reminded the industry that the safety of power batteries is always the primary prerequisite for the rapid advancement of battery energy density. At a time when the market share of high-nickel ternary batteries is increasing, how to better balance "safety" and "range" and find a balance between the two has become a pain point that the power battery industry urgently needs to solve.
In addition to safety, battery costs and integration with the power grid are also challenges faced by electric vehicles. However, challenges often mean opportunities. Envision Group, which has just completed the acquisition of Nissan's battery business AESC, hopes to use intelligent means to solve these challenges and help the industry find the "corner" of opportunities.
"Battery safety is the biggest 'gray rhino' in the electric vehicle industry. Envision will continue the ultimate safety of AESC batteries with 'zero major accidents', and it is expected that the battery cost will be reduced to US$50/kWh by 2025. Based on Envision's intelligent IoT operating system, electric vehicles will become green mobile smart terminals, organically integrated with clean energy systems, and provide dynamic balance for fragmented renewable energy networks." Zhang Lei, CEO of Envision Group and Executive Chairman of the Board of Directors of Envision AESC, said.
Pursuit of Ultimate Safety
At the 18th Shanghai International Automobile Industry Exhibition held not long ago, Envision AESC officially released the new generation of Gen5-811AIoT power battery products. The product will be officially mass-produced at the Envision AESC Wuxi plant in 2020. In the future, the total annual production capacity of the Wuxi plant will reach 20GWh, and it is expected to provide power batteries for more than 400,000 new energy vehicles worldwide each year. What concerns the industry is that the newly released Gen5-811AIoT power battery product will have a high specific energy of more than 300Wh/kg. The higher the battery energy density, the more safety management is needed.
Masakazu Matsumoto, CEO of Envision AESC, revealed that to date, 430,000 electric vehicles have been equipped with batteries produced by Envision AESC in Japan, the United States and Europe, with zero major failures such as battery fires. It was this safety record that impressed Zhang Lei and his Envision team.
"This achievement is due to AESC's ultimate pursuit of battery research and development and design. Through years of cooperation with Nissan, we have fully mastered the data of the entire life cycle of the battery and fully tested and verified the performance, safety and durability of the product. We monitor the target data in real time and strictly control more than 770 quality control projects in the production process to achieve traceability and tracking of data in the entire production chain." Masakazu Matsumoto said.
In Zhang Lei's view, such a safety record is superficially good in materials and quality control, but behind it are countless experiments and verifications, and its core is the production process and technology. This is the core competitiveness of the power battery industry.
Zhao Weijun, executive director and head of China business of Envision AESC, revealed that last year, Envision AESC's global shipments were about 4.1GWh, with major markets in Japan, the United States and the United Kingdom. It is expected that the shipment volume will reach 6-6.1GWh this year.
Redefining power batteries
Currently, in the global power lithium battery market, CATL, Panasonic and BYD firmly occupy the top three positions, with a combined market share of more than 50%. In Zhang Lei's view, this market pattern is far from being finalized, and the industry is still in the early stages of a marathon.
Zhang Lei believes that to truly solve the three major pain points of safety, battery cost and integration with the power grid, it is necessary to redefine the entire power lithium battery industry. And this is where Envision AESC has the opportunity to change lanes and overtake. Just like Envision, which broke into the wind power field as a dark horse 12 years ago and led the wave of intelligent wind power, today, Envision AESC also wants to lead the transformation of the power battery industry.
So, how will Envision AESC redefine the power battery industry?
Zhao Weijun told reporters that the redefinition is first reflected in safety. Based on AESC's years of experience in battery manufacturing and the digitalization and AIoT technologies of Envision, sensors are used to accurately grasp the temperature changes and internal resistance changes inside the battery, collect and process them in real time, and perform strategic control, thereby achieving the ultimate safety of the battery.
"As an electric vehicle, it may only be in operation 10% of the time and in a stopped state 90% of the time. The battery not only provides power for the car, but is also an energy storage device. In this sense, the battery's entire life cycle actually only plays 10% of its value. Another meaning of redefining the power battery industry is to truly release the value of a battery's entire life cycle." Zhao Weijun said.
The release of the value of the battery's entire life cycle also involves the issue of the cascade utilization of retired power batteries. In Zhao Weijun's view, retired batteries are not unpacked, but directly screened by data. Three battery packs stacked together can become a building energy storage device, which is the most suitable application scenario for the cascade utilization of retired power batteries.
In addition to the need to be redefined at the level of the battery itself, the relationship between batteries and electric vehicles, the relationship between electric vehicles and power grids, and the relationship between electric vehicles and people also need to be redefined. To redefine these relationships, we need to use digital capabilities, AI capabilities, and the Internet of Things capabilities.
"In the future, power batteries will work with the power grid, and tens of thousands of electric vehicles and power batteries will need to rely on the Internet of Things to achieve coordination with the power grid." Zhao Weijun told reporters.
Empowering with digitalization and the Internet of Things
If the previous AESC incorporated Nissan's understanding of automobiles and chemical batteries, then today's AESC will incorporate Envision's understanding of energy systems and digital technologies.
In Envision's concept, electric vehicles and power batteries are no longer isolated, but mobile power stations on its intelligent Internet of Things operating system EnOSTM, and their value is no less than any wind turbine and any photovoltaic panel on the operating system. Based on this concept, Envision AESC will not only be a power battery manufacturer, but also an energy system manager with power batteries as the carrier.
In fact, Envision's low failure rate and high power generation of wind turbines rely largely on digital and intelligent technologies, and rely on data, AIoT platforms and analysis capabilities. "Envision's intelligent business is just such an empowerment tool. It originated from the wind power field, but it is not limited to the wind power field. Now it can be used to empower the power battery industry and bring disruptive changes to the industry." Zhao Weijun said.
Zhang Lei believes that through digital technology and IoT empowerment, the power battery industry can fully achieve full life cycle management optimization, from research and development, production, installation, secondary use, recycling and other stages, all-round management of battery status and fault warning, improve battery safety, efficiency and service life, reduce battery costs, and thus unlock the full life cycle value of power batteries.
How can Envision's successful experience in the wind power field be replicated in the power battery field, and how can batteries better play an industrial synergy with wind power and photovoltaics at the energy production end? The industry is waiting for Envision to give a clearer answer.
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