The automotive industry is undergoing more and more changes. With the discussion between modern car groups and Apple cars, it can be seen. In fact, modernity may not be willing to go to Apple. The root cause is the dispute of the leading power. Just like Apple has developed iPhone, it is entrusted to Foxconn, but manufacturing is the lowest profit process, with a single price of $ 600 Apple mobile phones as an example, Apple is only $ 6.5. Most profits earned apples. So this is why the US manufacturing industry is not working now, that is, the manufacturing industry makes money very slow. It is now included in Google, Amazon, Qualcomm and Microsoft to see the huge growth potential of automobiles in the future.
Traditional car manufacturers, universal, mass, Daimler, and parts manufacturer and Bosch are also developing their own automatic driving platform. Therefore, based on this changing ecosystem, the competition for batteries is critical.
[1] At present, new energy car batteries are still dominated by suppliers
Although the battery is new Important parts of energy vehicles are like engine and gearboxes in the fuel-fuel-making era. If this is in the era of fuel tits, automakers must be mastered by themselves. But at present, automakers can fully master the battery production or less. Most reliance on suppliers. According to Sne Research’s data, 2020 global electric motor vehicle battery is 142.8 GWH, which is 21% over the 118 GWH in 2019. LG CHEM has the highest growth rate, from 12.4GWH to 171.5% to 33.5GWH. Similar to China’s CATL 34.3GWH, the combined market share of two companies reached 50%. Second, Panasonic is 26.5GWH, accounting for 18.5%; BYD accounts for 9.6GWH, accounting for 6.7%; Samsung SDI accounts for 8.2GWH, accounting for 5.7%; Sk Innovation accounts for 7.7GWH, accounting for 5.4%. Despite LG, Ningde Times, Panasonic These three companies are still focusing, but the rise of South Korea companies is remarkably, and Samsung SDI increased by 85.3%, SK InnovatION increased by 274.2%. In contrast, Panasonic (-8.2%) and BYD (-13.5%) were weak.
[2] Automobile manufacturers cooperate alone or cooperate with these battery companies to promote the development and production of battery cells
[123 Especially in the European market, by 2020, sales of electric trucks increased by 70.5%, reaching 3.21,762 vehicles, causing widespread concern. Among them, hybrid electric vehicles increased by 51.3%, reaching 14,475,973; plug-in hybrid vehicles increased by 3.1 times, reaching 611,129; battery electric vehicles increased by 2.1 times, reaching 754,684.
In order to keep up with this growth rate, many companies have begun to plan to establish a battery factory in Europe. First of all, Europe is being promoted to a battery factory that has established capacity of 161 GWH in 2024 and increases Volkswagen and other companies, and the focus is also from Startup of North Volt and British Volt.
In addition, South Korea’s LG Chem, Samsung SDI and SK Innovation plans to build 193GWH factories before 2023. CATL in China is also building a 48GWH plant. Tesla is built in Berlin, a full-vehicle factory and announced a factory in 250GWH. 
These sums of 652 gWh are more than 30 times more than 20 GWH in 2019. This is more than four times the amount of use in 2020.
[3] Battery manufacturers began to compete for raw materials
The first possibility will occur, to produce batteries It is also necessary for raw materials. Can the battery of the battery keep up? It is reported that the price of cobalt cobalt rose $ 7 this year, a maximum of 43%, and nickel has been rising to the highest level since 2014, and the rare earth element has reached a five-year high. Copper norful metallic metals have also reached the highest level since 2012. Especially in the CongoThe cobalt size produced by the main Republic reached more than 70% of the world, and companies from China accounted for 60% of enterprises from China.
Further, a large amount of carbon dioxide is produced in the battery production process, because there are now the electric power in many countries in the world, relies on coal. So production of batteries, using pure electric cars, can not fundamentally solve global environmental problems. Now more and more sounds believe that hydrogen fuel cell vehicles should be used as future development directions.