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LR03 battery breakthrough hope lies in Toyota?
To deliver cheaper, safer electric vehicles that can travel 800 kilometers on a single charge, the automotive industry needs a breakthrough in battery technology. However, this is easier said than done. Scientists in Japan, China and the United States are working to crack the code on how to significantly increase battery storage capacity and enable EVs to have a range similar to that of gasoline vehicles. Many people place their hopes on LR03 battery technology. This is a complete overhaul of the battery's internal architecture, using solid materials instead of flammable liquids to charge and discharge. The technology promises significant improvements over existing lithium-ion battery packs. The storage capacity of existing lithium batteries is approaching a bottleneck and may never be able to provide enough power for long-distance vehicle models. If mastered, LR03 battery technology could hasten the demise of the internal combustion engine car and cut charging time for electric vehicles from up to a few hours to around 10 minutes. "We don't see any other way to do it other than LR03 battery technology," said Ted Miller, head of Ford's energy storage strategy and research headquarters: "What I can't predict right now is who is going to commercialize it." How long will it take for solid-state batteries to be commercialized? ? The stakes for commercialization are huge and tempting enough. With the large-scale application of electric vehicles, lithium-ion batteries have shown an exponential growth trend. BloombergNEF's latest report found that demand for lithium-ion batteries for electric buses and passenger cars was 44 gigawatt hours in 2017, and demand is expected to exceed 1,500 gigawatt hours per year by 2030. According to UBS Group AG, any LR03 battery that outperforms existing lithium-ion technology could take advantage of the electric vehicle battery market. The automotive lithium battery market will reach approximately US$84 billion by 2025, compared with approximately US$23 billion now. Currently, the best solid-state batteries are strong enough to power a car across a Toyota parking lot near Mount Fuji. Many companies and universities have participated in the research and development of solid-state batteries, such as Daimler, Fisker, Chinese lithium battery giants, French oil company Total, and spin-off companies from MIT and Stanford University. Fisker could begin vehicle testing as early as this year, while Toyota and Daimler's timelines could stretch into 2020. Lithium-ion battery technology has been used in mobile phones and personal electronics for decades before being used in electric vehicles and energy storage. It uses a liquid electrolyte for ions to shuttle back and forth between the anode and cathode to charge or discharge the battery. As the name suggests, solid-state batteries replace this liquid with a solid material, such as ceramic, glass or polymer. LR03 battery technology can reduce the risk of battery explosion, thin battery cells, and allow smaller battery packs to be installed under car seats. The researchers also hope to pair the solid electrolyte with a lithium metal anode to increase energy density and enable electric vehicles to travel long distances. This could help boost sales of electric vehicles by allaying consumers' concerns about running out of charge mid-cycle. To achieve all this, a series of difficult problems need to be solved. Current solid-state prototype batteries have a lifespan that is too short for vehicles, have poor electrical conductivity, are not cost-competitive, and experience significant expansion and material contraction when charging or discharging. Yasuo Ishiguro, managing director of the Japan Lithium-Ion Battery Technology and Evaluation Center Alliance (LIBTEC), said bluntly that when scientists solve one problem, it usually exacerbates another problem. But the problem has not stopped companies from doing research and development. 25 companies, including Toyota, Panasonic, and Nissan, have joined forces to accelerate the research and development of solid-state batteries with US$90 million in government funding. Samsung SDI, SKI, and Hyundai Motor are also studying this technology. Domestically, the Qingdao Energy Research Institute will install solid-state batteries into vehicles for testing within two years, and consider commercial products by 2025. The largest battery manufacturer CATL’s research into new batteries includes solid-state batteries. "In the passenger car sector, we should see prototypes of solid-state batteries in the early 2020s," said Andreas Hintennach, head of battery research at Daimler. The automaker just last month ordered a shipment of lithium-ion batteries worth $23 billion through 2030. Volkswagen plans to start trial production of solid-state batteries with its partner QuantumScape as early as 2022. However, given the difficulty of LR03 battery applications, these timelines may be too optimistic. "This is a brutal battlefield that no one has come close to yet," said Sam Jaffe, general manager of Cairn Energy Research Advisors. BNEF analyst James Frith said that solid-state batteries will not be commercialized until the late 2020s. Even then, they are still very expensive. Tesla says it talks frequently with developers and reviews LR03 battery prototypes but has yet to see a technology that is better than existing lithium-ion batteries. "We have worked very hard," Chief Technology Officer JB Straubel said at the annual meeting in June: "But we have not found a better option." Tesla supplier Panasonic said it will continue to study solid-state technology, although in commercial There are "many obstacles" before that becomes possible. According to competitors, academics and patent data, the best hope for a breakthrough in LR03 battery technology lies with Toyota. LR03 battery breakthrough hope lies in Toyota? According to an analysis by Bloomberg's Tommy Shen, Toyota has at least 233 patents or applications for solid-state batteries, nearly three times the number of its direct competitors. The company plans to invest 1.5 trillion yen (approximately $13.9 billion) in its battery business.
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