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Of course, as a supplier, you must have the perception of suppliers, and you cannot be too jealous of the host factory. Secondly, for Tesla Sugar baby, if you completely abandon the original power battery technology route, it means that all the production capacity built with Panasonic in the later stage will be completely abandoned.
(Source: WeChat public account “Car One” ID: cheyitiao Author: Xintianyou)
“Panisha and Tesla have always been a dissatisfied cooperation. Panasonic has never had the perception of suppliers, and Tesla has never regarded Panasonic as a strategic cooperation partner.” When chatting with a colleague in the industry, the writer said with emotion.
If you want to talk about the cooperation between Panasonic and Tesla in terms of power batteries, you should start with the two “unsatisfied” in the cooperation agreement between Tesla and Panasonic. Which two items?
” 1. Tesla cannot promote the battery supplier Panasonic; 2. No responsibility is required if there is any problem.” Tesla is helpless when choosing Panasonic
As an entrepreneurial enterprise, Sugar Baby has never had the research and development ability and experience in power batteries. When Tesla developed a pure electric vehicle in the late stage, it only wanted to crack the problem of power battery system. Sugar daddy can turn its attention to the world’s most mature battery technology and have enough production. href=”https://philippines-sugar.net/”>Escort can scale 18650 round-column battery, even if the standard ion is called. From the beginning of the world to becoming the most produced model in the world, the battery never expected to become the energy focal point of pure electric vehicles.
Television has been staggering with this helplessness since its inception by surrounding the 18650 round-column steel ion battery pack for R&D instead of double-fitting batteries for pure electric vehicle R&D.
From the first generation of Tesla Model S, the mostRef=”https://philippines-sugar.net/”>Sugar babyThe 18650-grade lactic acid electrolytic ion battery provided by Panasonic, due to its very poor thermal stability and the battery pack of the temperature control system that was very immature at that time, the Model S model released by Tesla has changed the heat-control after heat control in many parts of the world.
This made a lot of industry insiders and the media raise a lot of doubts about Tesla and the new power cars it represents. With the mass production of Panasonic NCA Aluminum Oxide Data Steel Ionic Battery, although Tesla battery packs still use “Oh, then your mother should be very excited when she knows it.” Jun sighed, “It is a battery unit with a specification of 18650, but the thermal stability of the battery pack has been greatly improved, and the thermal control problem has been greatly solved.
The Model S and Model have been released. After the two models of X. With the “first principle” that Mask has always advocated, Tesla has gained great attention and sought after in the world. The Panasonic NCA Axle 18650 stainless steel ion battery was worthy of becoming the world’s first “powered steel ion battery” developed for electric cars at that time.
Move in and move forward, short-term The “honeymoon period”
After Panasonic and Tesla cooperated to achieve a stable schedule, the new “powered” steel ion battery has achieved a further upgrade iteration. On the basis of the 18mm*65mm specification, Tesla and Panasonic released a new 21mm*70mm specification “powered steel ion battery” (commonly known as 21700 electric power Pinay escort pool).
At the same time, the metal content of the battery’s positive data dropped from 30% of the base to less than 10%, and the energy density of the battery single is increased from 240Wh/kg to 300Wh/kg.
This is a grand sequel, For the global new power automotive industry at that time, it was undoubtedly an innovation. The battery pack with a basic demand of up to 8,000 battery cells was reduced to less than half of the basic package. Only 3,000 battery cells could be used to form a new battery pack, and the system energy density of the battery pack also reached 167Wh/Sugar babykg.
At that time, the single energy density of the power battery in China, the world’s largest new power car demonstration market, was the largest in the world.As we move towards 200Wh/kg, the energy density of the battery system is still at 140Wh/kg. As soon as the Tesla Model 3 model released on this basis was released, it received more than 300,000 orders worldwide. The honeymoon period between Tesla and Panasonic was officially begun.
Or maybe the honeymoon is always so sweet and short. Although it has achieved great success in the market, Tesla in 2018 has experienced numerous hardships and tortures. Faced with the market’s doubts about the future prospects, the continuous decline in financing capabilities, the severe cash flow, the continuous departure of focus executive teams, and the serious lack of Model 3’s orders and the serious lack of production capacity, Tesla has ushered in the most Pinay escort‘s crisis since its inception.
As the founder, Mask also suffered a huge pressure, but as a focus supplier and a partner of Panasonic, the problem of the two parties working together, began to be exposed in 2019 and appeared in front of the living without any concealment.
The Tesla Gigafactory factory in Gobi, Negara was completed and invested in December 2018. As Tesla’s largest production base in american, this super factory with 7,000 employees and continued to start construction for 24 hours has completed only 30% of its capacity construction when it was invested.
Afterward in January 2019, Panasonic and Hongtian Motor signed a contract in japan (Japan) to seek new market opportunities; in April of the same year, Panasonic ended its expansion plan for Tesla’s Gigafactory 1 battery factory, and also suspended its investment in Tesla’s Shanghai factory, and both parties quickly reduced temperatures.
Panasonic’s grievances with Tesla reached its top spot in November 2019. Panasonic Electric CEO Ichiho said that Panasonic underestimated the risk of cooperation with Tesla.It is difficult to make profits from the business of Tesla’s existing batteries, and Panasonic has not planned to build a new battery factory in China for Tesla.
During the Spring Festival of 2020, Ningde Times issued a notice proclaiming it to become Tesla’s power battery supplier in China. As soon as the notice was announced, the new power automobile industry was in a mess, and it was a long way to go with Tesla and Ningde.
However, the contents of the Ningde era notices created sufficient drama compared to the clear performance. It hasn’t been so exciting for several days. The notice stated that the company has signed the “Production Pricing Agreement (China)” with Tesla, Inc and Tesla (Shanghai) Co., Ltd., which has been signed by Tesla, Inc and still needs to sign it by Tesla (Shanghai) Co., Ltd. The agreement agreed that the Ningde era will supply Tesla with a powered steel battery, and the date will be from July 1, 2020 to June 30, 2022. There is no strong contract for Tesla purchases. The specific procurement situation will be determined by an order method based on its own needs.
Although we can’t find much valuable information from this ambiguous notice, we can continue to explore Panasonic and Tesla’s cooperation and the movements and performances of the Ningde era in 2019.
Bao “slowed” and “upright” in the Ningde era
As we all know, the founding of the Ningde era was not very famous, and in December 2017, the cooperation with Baoma Motors allowed Ningde era to flexibly enter the vision of the automobile industry. After more than three years of rapid development, the Ningde era has entered a period of rapid development with its own technical strength in the field of power.
The market share of more than 60% has made the Ningde era a dragon in the supply chain of new power automobile power batteries in China and even the world. However, in the exploration of technical routes in the power battery field, the Ningde era has never expanded the circular column power battery. In the high-end 811 Pot 3-yuan square shell battery field, the Ningde era has always been at the forefront of the outside industry.
At the end of 2019, Ningde era foreign propagandaIt is known to be the first to adopt the new CTP technology modularly unpacked battery pack. In terms of capital, the application rate of CTP battery package has improved by 15%-20%, the number of parts has been reduced by 40%, and the production efficiency has increased by 50%. After being put into use, it will significantly reduce the cost of the power battery. In 2020, a power battery package with a CTP structure will reach a system energy density of 200Wh/kg.
What does the system energy density of 200Wh/kg mean? This means that the energy density of pure electric vehicle power battery systems will reach an unprecedented height, which means that Tesla, which continues to lead the world’s new power automobile technology, has begun to lag behind in the field of power batteries at most.
Just like Tesla’ TC:
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