It is well known the United States is produced using Tesla Panasonic battery provided. But Tesla to enter the Chinese market, and after the Chinese-made, taking into account the huge sales growth in the future, relying only supply Panasonic batteries already is not enough, so Tesla is considering adding more battery supplier. Which contains Ningde era with LG Chem.
Tesla in 2020 is expected to produce 500 000
special Tesla produced 367,000 in 2019, basically rely on battery Panasonic offer. But Tesla expects 2020 annual production reached 500,000. With the Chinese market and production capacity gradually released. Demand will continue to increase the battery, the battery bottleneck, will be a huge Tesla troubled production capacity.
battery bottleneck is not only Tesla, Mercedes-Benz, Volkswagen, Audi is facing the same problem
In fact, battery Tesla is not just a supply problem. From the beginning of 2019, Mercedes-Benz, Volkswagen, Audi will expand both pure electric vehicle production lineup, and will be made in China. Therefore, the battery will be great demand, coupled with the original independent brand on strong demand for batteries. So in the future will become the bottleneck of the major battery brand development of new energy vehicles.
cell demand results in increased difficulty of exploitation of cobalt and lithium, prices
Of course, the bottleneck is not caused by battery manufacturers, battery manufacturers also want more battery production and reduce costs. The main bottleneck cell upstream from the demand for lithium and cobalt. Because of these difficulties in mining rare metals, strong demand has also led to these rare metals prices. So instead there is a strange phenomenon. That is to increase car sales of batteries, battery capacity increases, prices will not drop the vehicle, but because the battery raw material prices, leading to increased costs.
BMW, Volkswagen self-built battery factories
Therefore, a large automotive group, or their investments mined ore, or develop your battery. Upstream of the control chain. Such as BYD, Great Wall has invested ore mining, control of raw materials. BMW has established a battery research and development center. Volkswagen decided to build a battery assembly plant in the United States, using its own battery development.
and more car manufacturers, due to the small, still use the battery cell supplier, Ningde era, Samsung SDI, LG Chemical, Panasonic, the global market will still be an important provider of battery their market share will continue to increase.