Batería 4680: ¿el arsénico de quién, la miel de quién?
Bajo la ola de la electrificación, cualquier campana y silbato en la industria de las baterías de iones de litio-se magnifica infinitamente. Recientemente, con la aproximación del tiempo de lanzamiento de la batería 4680, las placas relevantes de la batería 4680 han comenzado a estar inquietas.
In September last year, we published an article explaining the technical content of the 4680 battery immediately after the announcement of Tesla's "Battery Day". So what impact will the final mass production of the 4680 battery have on the power lithium-ion battery pattern? This article attempts to interpret it based on the existing information for your reference.
01. Don't deify Tesla
Como el abanderado-de los vehículos de nueva energía, Tesla es el rey del tema. Siempre que se trate del tema de Tesla, muchos seguidores primero se alinearán con Tesla. Desde la localización del Modelo 3 hasta la reducción del precio del Modelo Y, parece que el mercado ha determinado el resultado de antemano. No, la noticia reciente de que Tesla está a punto de producir en masa-baterías 4680 ha vuelto a ser un tema candente.
Es innegable que Tesla es líder en vehículos de nueva energía, tanto en términos de volumen de ventas como de sus capacidades técnicas en tres-sistemas eléctricos, cabinas inteligentes y conducción automática.
Sin embargo, muchas veces, somos un Tesla demasiado mítico.
When Tesla was about to enter my country, many people who did not know the truth shouted that sharks were coming, worrying about the living space of local brands and new car-making forces. Now it seems that domestic car companies and new car manufacturers have not only survived, but also survived very well. The monthly sales of "Weixiaoli" have already exceeded 10,000 units, becoming the backbone of domestic smart electric brands.
In addition to the subjective level, Musk's aggressive and sometimes unreliable style should make the market calm and calm first, and don't rush to set the tone for the success or failure of the 4680 battery. Regarding the technical route of the power lithium-ion battery, the cylindrical battery dominated by Tesla has not become the mainstream. In addition, the high-nickel ternary battery that Musk highly praised earlier did not form an overwhelming advantage, but lithium iron phosphate is highly sought after. , even Tesla itself has launched the Model 3 lithium iron phosphate version.
Hay otros casos que se pueden usar como evidencia. Musk ha hablado repetidamente sobre el valor de Bitcoin en público. En enero, Tesla compró Bitcoin por valor de 1.500 millones. En marzo, Musk tuiteó que Tesla ahora acepta Bitcoin. pago de monedas. Debido a la popularidad de Tesla y Musk, Bitcoin, que ya estaba en la cúspide, marcó el comienzo de otro aumento de precios.
The final result was unexpected. It was only two months ago. On May 12, Musk "turned his face" and said that because Bitcoin is too power-hungry and does not meet the concept of sustainable development, Tesla will no longer accept Bitcoin. Coin payment, causing Bitcoin to plummet.
Understand that Tesla already sold 272 million worth of bitcoin in the first quarter, and made a profit of about 101 million from it. Musk's operation is somewhat inconsistent with his "Iron Man" character. Let's take a look at Tesla's first quarterly report this year. Its profit in the first quarter was 438 million, an increase of 16 million year-on-year. In fact, Tesla's sales of bitcoin and electric car credits accounted for most of the revenue. .
Además, la tecnología de conducción autónoma de nivel L5 que Musk prometió garantizar no se ha lanzado, y el tiempo de comercialización de las camionetas eléctricas se ha retrasado una y otra vez. La mano de obra de los vehículos Tesla también se critica a menudo. Los interiores son simples, la mano de obra es tosca y los materiales utilizados son aleatorios. Aunque el Modelo Y actual se ha mejorado mucho, sigue siendo inferior a los coches nacionales del mismo nivel.
Closer to home, back to the 4680 battery, after all, the important change of Tesla's large cylindrical battery lies in structural innovation (but don't ignore the foreshadowing left by the electrochemical innovation level for solid-state batteries), 4680 battery and BYD's blade battery are There are many things in common, the blade battery is equivalent to making the original square battery longer, and the 4680 battery is to enlarge the original "small man" into a "chunky" (limited to the height space of the chassis, the height of the cylindrical battery is limited) .
