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2021-12-10
Apple's cooperation with BYD and CATL collapsed!
Apple's negotiations with CATL and BYD on battery supply in the electric vehicle project have come to a standstill. According to Reuters, the most fundamental reason for the deadlock in the negotiations was that the two Chinese companies refused to establish separate battery factories in the United States, and at the same time refused to provide Apple with exclusive services and jointly form a cooperative development team.
According to sources, CATL and BYD notified Apple at some point in the past two months that they were unable to meet their requirements. But according to a source, Apple has not given up hope of resuming negotiations with CATL or BYD.
Apple has always been more cautious in choosing partners for cooperation and is in a strong position. As a result, this has also led to the slow and changeable process of signing cooperation with Apple's partners.
It is reported that due to the deadlock in negotiations with two battery suppliers, Apple has considered seeking cooperation with battery suppliers from Japan. And this Japanese supplier is Panasonic. Panasonic said on the 25th that it "does not deny various possibilities" regarding the supply of on-board batteries to electric vehicles that Apple is researching and developing in the United States.
In fact, Panasonic provides batteries for Apple, which also has practical advantages and possibilities. Panasonic has a battery factory in the United States, and Tesla is currently its main automotive customer. However, Tesla is gradually diversifying its car battery supply business, and Panasonic may be marginalized. As a result, the relationship between the two had a crack before, and Panasonic also liquidated all Tesla's stocks. Now that Apple cars are coming surging, Panasonic will definitely want to seize this opportunity.
In addition, regarding Apple’s request for the establishment of a factory in the United States during the CATL, which led to the collapse of the cooperation talks, CATL denied the matter and said: “We are evaluating the opportunities and possibilities of localized production in North America.”
Lithium-ion battery (LIB) has become the main energy storage solution in modern social life. Among them, lithium iron phosphate batteries are a perfect substitute for lead-acid batteries, and are the first choice for grid-connected peak shaving, off-grid energy storage, photovoltaic energy storage, UPS, data center and other industries.