Under Tesla's "phenomenal effect", the cylindrical battery technology, which had not performed well in the electric vehicle market before, has received widespread attention since 2020. Of course, this has to be attributed to the successful R&D and mass production of the 4680 large cylindrical battery. Compared with the 2170 cylindrical battery, the 4680 cylindrical battery has 5 times the energy, 6 times the output power, 16% extra battery life, and the battery cost will be reduced by 14%. Many advantages make people look forward to the 4680.

　　On the market side, in addition to Tesla, car companies such as Porsche, JAC, and Dongfeng Lantu have also successively released clear signals for the application of large cylindrical batteries. On the supply side, battery companies such as BAK, EVE, Lishen, Honeycomb Energy, Panasonic, and LG are actively following up on large cylindrical batteries including 4680.

　　With the participation of more companies on both the supply and demand sides, the large cylindrical battery has entered the stage of industrialization, and it seems that it is only a "step" to break through the mainstream technology, and many companies in the industry are sure that the large cylindrical battery will become a very important next-generation battery. one of the technologies.

　　"The large cylindrical battery is the optimal solution for mid-to-high-end electric vehicles in the next 5-10 years." This is the judgment made by the vice president of BAK Battery on March 27. He said that the confidence in the large cylindrical battery comes from its three characteristics:

　　A: Product performance

　　Among the current mainstream battery forms, the large cylindrical battery is the safest. The high safety upper limit allows the battery to support higher energy density chemical systems and better match high-voltage fast charging technology.

　　B: battery management

　　The large cylindrical battery cell is small in size, convenient for thermal management, and can flexibly utilize the special-shaped space. The highly standardized form is conducive to platformization and iteration.

　　C: It is easier to realize industrialization

　　Cylindrical batteries have a long history of development. So far, they have achieved relatively uniform standards in the industry. At the same time, the automation level of battery production is also higher than that of other batteries, thus ensuring the high efficiency of cylindrical battery production and the consistency of monomers. Sex, on the other hand, also reduces production costs.

　　EVE is also very optimistic about the prospects of large cylindrical batteries. The chairman of EVE said: "At present, cylindrical batteries and large cylindrical batteries have become the 'king of the industry', and the 46 series of batteries have outstanding safety and economy, and it does not deform during use, and is becoming one of the ultimate technical directions of power batteries."

　　According to industry forecasts, by 2025, the global sales of electric vehicles will exceed 20 million, and the corresponding demand for power batteries will exceed 1,600GWh. Looking forward to the large cylindrical battery market, according to customer needs and combined with industry information, the market share of large cylindrical batteries is expected to gradually exceed 30% in the next few years.

　　Obviously, the door to the blue ocean market has been opened, and industrialization has become the key.

　　SES Power believes that the layout of large cylindrical batteries by electric vehicle companies has roughly formed a three-level echelon: the first echelon is on the eve of mass production, represented by Tesla, and is expected to be officially loaded on the market in 2023; the second echelon It is in the stage of substantive research and development, and it is expected to be mass-produced and loaded around 2025; the third echelon is in the stage of information collection, market research and feasibility assessment.

　　At present, most electric car companies are in the second and third echelons. In the next 5-10 years, many large electric vehicle companies have finalized the use of ternary + large cylindrical batteries for mid-to-high-end models, and the use of square shell or blade lithium iron phosphate batteries for economical models.

　　Driven by the implementation of industrialization, advanced technologies such as electrodeless ears, mature welding, and energy density improvement have been reflected in large cylindrical battery products, and the production capacity construction of enterprises has been accelerated.

　　The representative director of Matsushita Electric Group, Kusumi Yu, stated that three power battery factories located in Suminoe, Kaizuka, and Nevada in the United States are producing cylindrical batteries. He also said that 4680 large cylindrical batteries will become the main force of cylindrical batteries in the future. Continue to strengthen the advantages of battery capacity, cost and supply power to form its own competitiveness.

　　Previously, Panasonic has announced that its 4680 large cylindrical battery developed for Tesla will be trial-produced in April this year, and is expected to accelerate its loading. At the same time, Tesla has also "personally entered the battle". After announcing the successful mass production of its 1 millionth 4680 large cylindrical battery, it also announced that the 4680 battery yield rate of 14 trial production lines at Tesla's Fremont factory reached 92%. %.

　　LG New Energy said in March last year that it has also started building a pilot production line for 4680 large cylindrical batteries, renovating part of the production line at its Ochang factory, and plans to start mass production by 2023 to supply the Tesla factory.

　　The large cylindrical battery has entered the "dark battle" on the eve of mass production. 2022 will be the key time node for its mass production. Can the large cylindrical battery stand out from the three mainstream technology routes this year and mass-produce it? SES Power I think this is very worth looking forward to, although we use 12V100Ah, 24V100Ah, 36V100Ah, 48V100Ah, household energy storage 3KW, 5KW systems, rack-mounted energy storage systems and other products using EVE, CATL, BYD square aluminum-shell lithium iron phosphate batteries. Although the capacity of the square aluminum shell battery is large enough, it still has a big gap with the traditional cylindrical lithium battery in terms of flexibility and rate performance. If the 4680 can achieve the performance claimed by the battery cell manufacturer, it will be a small energy storage project. a nice option.