In recent years, the landscape of lithium battery technology has witnessed significant strides. Groundbreaking innovations, such as lithium manganese iron phosphate, composite current collectors, sodium-ion batteries, and the advent of 4680 large cylinders, have marked remarkable progress since 2022.
Technological Leaps in Lithium Battery Technology
M3P/Lithium Manganese Iron Phosphate (M3P/LMFP):
- Dynanonic’s production launch of a new phosphate-based positive electrode in September 2022, followed by successful batch verification by battery customers.
- CATL’s announcement in March 2023 regarding the planned mass production of M3P batteries within the year.
- Tesla’s adjustment of the standard battery pack for the Model 3 facelift to accommodate the 66KWh M3P version.
- Other companies like Gotion Hi-Tech, CALB, and Hunan Yuneng have revealed plans for lithium manganese iron phosphate-based batteries to be released in the coming years.
Composite Current Collectors Progress:
The lithium battery industry in 2023 saw notable shifts as automotive companies showcased clear models incorporating composite current collectors. This transition is backed by sample deliveries gradually translating into substantial orders. Moreover, certain companies have upgraded their product plans from PET to PP base materials, prioritizing performance improvements. Leading material manufacturers like Putailai have surged into the market, bolstering production capacities.
Sodium-Ion Batteries Industry Penetration:
Sodium-ion batteries have found industrial application in two-wheelers, electric vehicles, and energy storage projects. Despite market concerns due to fluctuations in lithium carbonate prices, sodium-ion batteries persist as an area of active industry interest. This is attributed to their potential for scale cost reduction, substantial technological advancements, and the resource-controllable attributes of sodium power.
Advancement of 46-Series Large Cylinders:
Tesla has significantly progressed with the 46-series large cylinder battery since its unveiling on Battery Day. Notably, Tesla announced the production milestone of 1 million 4680 batteries in February 2022, eventually reaching a weekly production capacity of 868,000 by December 2022. By June 2023, Tesla had successfully produced its 10 millionth 4680 battery. Additionally, EVE and CALB have disclosed advancements in their respective large cylindrical battery technologies.
Leading the Industrialization Charge: Lithium Manganese Iron Phosphate (LMFP)
The concept of LMFP has been revitalized by pioneering companies like CATL and Dynanonic. CATL’s plans for mass production within 2023 and Tesla’s integration into the Model 3 signify accelerated industrialization. Other players, such as Gotion Hi-Tech, CALB, and Hunan Yuneng, have joined the race, diversifying the lithium manganese iron phosphate route.
Composite Current Collectors: Scaling Up and Order Landings
The industry has witnessed a turning point with automotive giants like GAC Aion adopting composite current collectors for lithium-ion battery electrodes. Moreover, companies like Shuangxing New Materials and Wanshun New Materials securing initial orders for composite copper foil products indicate industry-wide acceptance. Notably, the transition from PET to PP base materials has also gained momentum, ensuring enhanced performance.
Continued Momentum for Sodium-Ion Batteries
Despite market fluctuations, sodium-ion batteries continue to gain traction across vehicle segments and energy storage projects. Hinabattery, Yadea, Chery QQ Ice Cream, JMC Yichi Yutu, Malion, and Lifuntech are among the industry players actively embracing sodium-ion battery solutions, underscoring ongoing development and application.
Advancing 46-Series Large Cylinders
Tesla’s notable milestones in the production of 4680 batteries are a testament to progress in large cylindrical battery technology. EVE’s customer product verification progress and CALB’s release of the “top stream” cylindrical battery further underscore the industry’s strides in this domain.
The landscape of lithium battery technology continues to evolve, driven by key players and advancements across various innovative avenues, promising a future marked by enhanced efficiency and diverse applications.