lithium ion battery cells 18650

　　Cobalt prices have soared, and cobalt-free batteries are popular, but there are still technical bottlenecks

　　Cobalt prices have soared, and cobalt-free batteries are favored, but there are still technical bottlenecks. According to foreign media reports, a Panasonic executive previously said that in order to reduce costs, the company plans to mass-produce vehicles for use in the next 2-3 years. The cobalt content of batteries has been halved; another lithium ion battery cells 18650business executive also said that Panasonic has been reducing the use of cobalt in lithium ion battery cells 18650manufacturing, and perhaps in the near future, Panasonic will develop cobalt-free batteries. It is also reported that Panasonic has reduced the cobalt content in the cathode material of ternary lithium batteries to 10%, which has been certified by Tesla and will be used for the first time on the recently launched model 3.

　　According to foreign media reports, a Panasonic executive previously said that in order to reduce costs, the company plans to halve the cobalt content of mass-produced vehicle batteries in the next 2-3 years; another lithium ion battery cells 18650business executive also said, Panasonic is already scaling back the use of cobalt in lithium ion battery cells 18650manufacturing and may develop cobalt-free batteries in the near future. It is also reported that Panasonic has reduced the cobalt content in the cathode material of ternary lithium batteries to 10%, which has been certified by Tesla and will be used for the first time on the recently launched model 3.

　　Cobalt prices rise, low cobaltization becomes popular

　　Financial giant Morgan Stanley has predicted that the total global demand for cobalt in 2018 will be approximately 11,320 tons, which will increase to 62,940 tons by 2025. Since the vast majority of global cobalt supply relies on copper and cobalt mines in the Democratic Republic of the Congo, the country's unstable political situation has triggered market concerns about cobalt supply. The trend of stockpiling and reluctance to sell goods in the market is getting stronger, and cobalt prices have risen sharply.

　　Since July 2016, cobalt prices have begun to rise sharply. The cobalt prices have been rising for more than two years and have tripled in price, causing the cost of power batteries to rise again and again. The installed capacity of ternary batteries is getting higher and higher, and the cost pressure on power lithium ion battery cells 18650companies is also increasing. Because of this, lithium ion battery cells 18650companies around the world are launching low-cobalt products.

　　Domestic power lithium ion battery cells 18650companies CATL, BYD, Funeng Technology, BAK Battery, Guoxuan Hi-Tech, Tianjin Lishen, Penghui Energy and other companies have already carried out the research and development and production of NCM811 batteries; at the same time, companies mainly producing power lithium ion battery cells 18650cathode materials Dangsheng Technology, some of the corresponding materials have passed customer certification and have begun to be supplied in batches.

　　There are still technical bottlenecks in cobalt-free

　　As one of the important elements in power lithium ion battery cells 18650cathode materials, cobalt can not only stabilize the layered structure of the material, but also improve the material's cycle and rate performance; at the same time, high nickel and low cobalt may cause the lithium ion battery cells 18650to overheat and easily cause combustion, requiring special technology to avoid this risk. Therefore, judging from the current development status of ternary lithium ion battery cells 18650technology, the maximum nickel content in the cathode material will not exceed 90%. If the cobalt content is less than 10%, the crystal structure and electrochemical stability of the material will not be guaranteed. At present, the cobalt content in Panasonic's lithium ion battery cells 18650cathode materials has been reduced to 10%, and Panasonic's ultimate goal is cobalt-free batteries. This has also led to speculation about whether Panasonic's low-cobalt or even cobalt-free batteries are really feasible.

　　Regarding the future development of cobalt-free technology, some BMI analysts believe that any new lithium ion battery cells 18650material technology that replaces cobalt will not appear until 10 years later, and now the growth rate of new energy vehicles is much faster than the research and development of cobalt-free technology. speed, and Tesla has no technical room to further reduce the cobalt content.

　　Sun Xiaodong, vice president of Shanshan Co., Ltd., said that from a technical point of view, when the ratio of nickel, cobalt and manganese is 8:1:1, the energy density of the lithium ion battery cells 18650of 300 Wh/kg has reached the 'ceiling'. This 'ceiling' may be 10 years in the future. Unable to break through in years. Therefore, even if cobalt-free research and development is successful, whether it can be commercialized on a large scale is still a problem. The time for cobalt-free batteries to be put on the market may be even longer.

　　According to lithium ion battery cells 18650China.com, the technology throne of the power lithium ion battery cells 18650industry has never been so easy to sit on. We don’t know whether Panasonic can achieve a breakthrough in cobalt-free lithium ion battery cells 18650technology. However, in today's fierce competition in the power lithium ion battery cells 18650industry, core technology has become one of the strategic commanding heights of the current development of the power lithium ion battery cells 18650industry. It has important realities for helping lithium ion battery cells 18650companies gain a foothold in the competition and promoting the development of the power lithium ion battery cells 18650and new energy vehicle industries. significance.

　　Technology Zone STMicroelectronics launches a new single-channel electrically isolated gate driver with independent cobalt prices. Cobalt-free batteries are popular, but there are still technical bottlenecks. Baiyi Technology receives special government funding for new breakthroughs in wireless charging technology. Fuel The lithium ion battery cells 18650industry is entering an explosive period, and core technology breakthroughs have been perfected. Another power lithium ion battery cells 18650company has collapsed, and the industry reshuffle has intensified. Small and medium-sized enterprises will face major challenges.

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