Ua fa'alauiloa mai e le China Automotive Power Battery Industry Innovation Alliance (“Battery Alliance”) fa'amaumauga e fa'aalia ai ia Fepuari 2023, o le aofa'i o maa eletise na fa'apipi'iina i Saina e 21.9GWh, o se fa'aopoopoga e 60.4% YoY ma le 36.0% MoM. O maa eletise ternary na fa'apipi'iina e 6.7GWh, e aofia ai le 30.6% o le aofa'i atoa o le gafatia na fa'apipi'iina, o se fa'aopoopoga e 15.0% YoY ma le 23.7% MoM. O maa eletise Lithium iron phosphate na fa'apipi'iina e 15.2GWh, e aofia ai le 69.3% o le aofa'i atoa o le gafatia na fa'apipi'iina, o se fa'aopoopoga e 95.3% YoY ma le 42.2% MoM.

Mai faʻamatalaga o loʻo i luga, e mafai ona tatou iloa ai o le pasene olithium u'amea phosphateI le aofaʻi atoa o le faʻavae ua faʻapipiʻiina e latalata tele i le 70%. O le isi aga masani, pe YoY pe MoM, o le saoasaoa o le tuputupu aʻe o le faʻapipiʻiina o le lithium iron phosphate battery e vave tele nai lo le ternary battery. E tusa ai ma lenei aga masani, o le a vave ona sili atu le sea o le maketi o le lithium iron phosphate battery i le faʻavae ua faʻapipiʻiina i le 70%.

O loʻo mafaufau Hyundai i le tupulaga lona lua o Kia RayEV i le amataga o le faʻaaogaina o maa lithium-iron phosphate Ningde Time, o le a avea ma Hyundai muamua lea na faʻalauiloaina ma maa lithium-iron-phosphate mo taʻavale eletise. E le o le galulue faʻatasi muamua lea i le va o Hyundai ma Ningde Times, aua na faʻalauiloa muamua e Hyundai se maa lithium ternary na gaosia e le CATL. Peitaʻi, naʻo sela o maa na aumaia mai le CATL, ma o modules ma afifiina na faʻatinoina i Korea i Saute.

O faʻamatalaga o loʻo faʻaalia ai o le a faʻalauiloa foʻi e Hyundai le tekinolosi a le CATL "Cell To Pack" (CTP) ina ia foia ai le maualalo o le malosi. I le faʻafaigofieina o le fausaga o le module, e mafai e lenei tekinolosi ona faʻateleina le faʻaaogaina o le tele o le maa i le 20% i le 30%, faʻaitiitia le aofaʻi o vaega i le 40%, ma faʻateleina le lelei o le gaosiga i le 50%.

Sa umia e le Hyundai Motor Group le tulaga tolu i le lalolagi i tua atu o Toyota ma Volkswagen faatasi ai ma le aofaiga atoa o faʻatauga i le lalolagi atoa e tusa ma le 6,848,200 iunite i le 2022. I le maketi i Europa, na faʻatau atu e le Hyundai Motor Group le 106.1 miliona iunite, ma tulaga fa ma le 9.40% o le sea maketi, ma avea ai ma kamupani taʻavale e vave ona tuputupu aʻe.

Sa umia e le Hyundai Motor Group le tulaga tolu i le lalolagi i tua atu o Toyota ma Volkswagen faatasi ai ma le aofaiga atoa o faʻatauga i le lalolagi atoa e tusa ma le 6,848,200 iunite i le 2022. I le maketi i Europa, na faʻatau atu e le Hyundai Motor Group le 106.1 miliona iunite, ma tulaga fa ma le 9.40% o le sea maketi, ma avea ai ma kamupani taʻavale e vave ona tuputupu aʻe.

I le matata o le eletise, ua faʻalauiloa e le Hyundai Motor Group le IONIQ (Enikon) 5, IONIQ6, Kia EV6, ma isi taʻavale eletise mama e faʻavae i luga o le E-GMP, o se faʻavae faʻapitoa mo taʻavale eletise mama. E taua le taʻua o le IONIQ5 a Hyundai e le gata na filifilia o le "World Car of the Year 2022", ae faʻapea foʻi ma le "World Electric Car of the Year 2022" ma le "World Car Design of the Year 2022". O le a faʻatau atu e le IONIQ5 ma le IONIQ6 le silia ma le 100,000 iunite i le lalolagi atoa i le 2022.

O loʻo lofituina le lalolagi i maa lithium iron phosphate

Ioe, e moni o le tele o kamupani taavale ua uma ona faʻaaogaina pe mafaufau e faʻaaoga maa lithium iron phosphate. I le faaopoopo atu ia Hyundai ma Stellantis, o loʻo suʻesuʻeina foi e General Motors le avanoa e faʻaaoga ai maa lithium iron phosphate e faʻaitiitia ai tau1. Ua faʻaaogaina e Toyota i Saina le maa lithium iron phosphate blade BYD i nisi o ana taavale eletise1. I le amataga o le 2022, o Volkswagen, BMW, Ford, Renault, Daimler ma le tele o isi kamupani taavale faavaomalo ua latou tuufaatasia maa lithium iron phosphate i totonu oa latou faʻataʻitaʻiga amata.

O loʻo faʻafaigaluega foʻi kamupani maa eletise i maa lithium iron phosphate. Mo se faʻataʻitaʻiga, na faʻalauiloa e le kamupani Amerika o le Our Next Energy o le a amata gaosia maa lithium iron phosphate i Michigan. O le a faʻaauau pea ona faʻalauteleina e le kamupani pe a maeʻa ona faʻaaogaina lana fale gaosi fou e $1.6 piliona i le tausaga a sau; i le 2027, ua fuafua e tuʻuina atu ni maa lithium iron phosphate e lava mo taʻavale eletise e 200,000.

O le Kore Power, o se isi kamupani fou i Amerika e gaosia ni maa eletise, ua faʻamoemoe o le a faʻatupulaʻia le manaʻoga mo maa eletise lithium iron phosphate i le Iunaite Setete. O loʻo fuafua le kamupani e faʻatuina ni laina faʻapotopotoga se lua i se falegaosimea o le a fausia i Arizona i le faʻaiuga o le 2024, o le tasi mo le gaosiga o maa eletise ternary, o le mea masani lea i le Iunaite Setete i le taimi nei, ma le isi mo le gaosiga o maa eletise lithium iron phosphate1.

Ia Fepuari, na oʻo ai le Ningde Times ma le Ford Motor i se maliliega. O le a foaʻi atu e Ford le $3.5 piliona e fausia ai se fale gaosi maa fou i Michigan, le Iunaite Setete, e tele lava ina gaosia ai maa lithium iron phosphate.

Na faʻaalia talu ai nei e le LG New Energy o loʻo faʻateleina e le kamupani le atinaʻeina o maa lithium iron phosphate mo taʻavale eletise. O lana sini ia sili atu le lelei o le faʻatinoga o lana maa lithium iron phosphate nai lo ana tauva Saina, o lona uiga, o le malosi o lenei maa e sili atu nai lo le C e maua ai le maa Tesla Model 3 e 20% maualuga atu.

E le gata i lea, o loo taʻua e punaoa o loo galulue faatasi foi SK On ma kamupani Saina o meafaitino lithium iron phosphate e faatulaga le gafatia o le lithium iron phosphate i maketi i fafo.