At present, there are approximately five kinds of cathode materials for lithium batteries, LiCoO2, LiMn2O4, LiFePo4, Li(NiCoMn)O2/NCM , Li(NiCoAl)O2/NCA. ACM and NCA are more popular,NCA has higher capacity, cycle time compared to a single cathode material。Tesla is using the NCA battery on the newest model.But because the synthesis of NCA is very strict, now the market is basically occupied by the Japanese and Korean enterpriseAt present, china market mainly use ternary batteries NCM.
Tesla is developing 2170 NCA battery,if it succeeded,the NCA 2170 may be able to replace 18650 NCM and 18650 LiFePo4 battery.Because:
When use 2170 NCA battery。 When with the same energy, the number of required batteries can be reduced by about 1/3, the whole vehicle energy density will be improved, and the future is expected to pass large-scale production of power battery cost reduced by 90%。 The industry believes that a full replacement of 18650 batteries may set off a new wave of battery research and development technology。 With the large-scale production of MODEL3 this year, the related NCA ternary lithium-ion material industry chain Company will usher in demand outbreak。
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