In the past few years, the market structure of global batteries to store the energy has undergone tremendous changes, and Chinese battery companies have gradually become the world's main suppliers.
1. The market of power batteries
In terms of sales, China's CATL market share is ranking first. South Korea's LG Energy ranked second, while Samsung SDI and SK On (4.6%) ranked 4th and 5th, respectively.
In terms of shipments, CATL also ranked first with a market share of 39.1%. LG Energy Solution came in second with 14.9%, while SK On (6.4%) and Samsung SDI (5.2%) ranked 5th and 6th, respectively, with the two rankings reversed. The analysis pointed out that among the top 10 power battery companies in the world, in addition to three Korean companies and Japan's Panasonic, Chinese companies occupy six companies.
The market share gap between the top ten companies has further widened. Based on shipments, the total market share of the top three companies exceeds 66%, and the market influence is further improved.
On the contrary, the market share of the fourth to sixth ranks is only 5~7%. However, there are signs that the competition between power battery companies in China and South Korea is becoming more intense.
2. The competition of power battery
At present, the first phase of the power battery plant has a capacity of 60,000 units (3 GWh), and the production line can be compatible with a variety of battery pack varieties, complete the switching combination of production lines, and the automation rate of the module line reaches 70%.
The pack line eliminates the traditional roller conveyor system, and 22 AGV cars carry product benches to form a flexible product line and realize the free combination of stations. At a later stage, we will further expand the product line to support the production of a full range of commercial vehicle power batteries.
The power battery factory will focus on building an intelligent production line for assembly and testing to meet the needs of new energy vehicle battery modules and pack, so as to achieve a breakthrough in independent power batteries from scratch, so as to achieve the business goals of effectively reducing costs, improving development efficiency and ensuring the safety of the supply of core components.
3. The market for the battery packing
Power battery pack is the process of assembling battery cells, battery connectors, BMS (battery management system), wiring harnesses, battery accessories, battery pack shells, etc. into related modules and battery packs according to a certain process, which is the core link connecting upstream cell production and downstream vehicle application.
After the cell factory prepares the single cell, the pack companies passes the test and selection of the single cell. The single cell is welded in series and parallel to the cell module, the cell module integration and packaging.
And the battery management system (BMS) is installed, the charge and discharge cycle test, the finished product packaging is stored, and finally the power battery system is obtained.
Industry insiders pointed out that the unity of battery pack is formed by market competition. For example, the lifepo4 batteries in the power train is not achieved overnight. The reason why the size of the special battery can be formed is because it is selected by the market and formed through market competition.
However, power battery companies generally report that the use of larger capacity battery reduces system costs, and can reduce the container volume of system projects.
4. Economic requirements of the battery
To optimize the allocation of resource elements and avoid homogeneous vicious competition. Guide lithium battery companies to reasonably formulate development goals based on actual conditions and industrial trends, and appropriately expand production scale according to time and needs.
Take the regional market, industrial foundation, coordination of innovation capacity, capital and talent supply and other factor endowments as the basis, and coordinate the differentiated and characteristic layout. Promote the exit of lagging companies and ineffective production capacity.
To encourage coordinated cluster-based development and enhance the international competitiveness of leading companies. Relying on the existing industrial base, focus on building an competitive advanced power battery industrial cluster with top 10 lithium battery companies in the world.
At the same time, it supports companies in mergers and acquisitions, equity investment and the establishment of R&D centers, builds a global marketing service system, and improves the level of international development.