China Automotive Power Battery Industry Innovation Alliance (“Battery Alliance”) ua faʻasalalau faʻamaumauga e faʻaalia ai ia Fepuari 2023, o le aofaʻi o le faʻapipiʻiina o maa eletise a Saina e 21.9GWh, o se faʻaopoopoga o le 60.4% YoY ma le 36.0% MoM.Ma'a Ternary fa'apipi'i 6.7GWh, fa'amauina mo le 30.6% o le aofa'i o le gafatia fa'apipi'i, o se si'itaga o le 15.0% YoY ma le 23.7% MoM.Lithium iron phosphate maa faʻapipiʻi 15.2GWh, faʻamauina mo le 69.3% o le aofaʻi o le gafatia faʻapipiʻi, o se faʻaopoopoga o le 95.3% YoY ma le 42.2% MoM.

Mai faʻamatalaga o loʻo i luga, e mafai ona tatou vaʻaia o le vaega olithium iron phosphatei le aofaʻi faʻapipiʻi faʻavae e latalata tele i le 70%.O le isi tulaga e faapea, pe YoY poʻo le MoM, lithium iron phosphate faʻapipiʻiina maa faʻapipiʻi fua faatatau e sili atu le vave nai lo maa ternary.E tusa ai ma lenei tulaga agai i tua, o le lithium iron phosphate maa maketi sea o le faavae faʻapipiʻi o le a le pine ae sili atu i le 70%!

O loʻo mafaufau le Hyundai i le augatupulaga lona lua o Kia RayEV i le amataga o le faʻaaogaina o Ningde Time lithium-iron phosphate maa, lea o le a avea muamua ma Hyundai faʻalauiloa ma maa lithium-iron-phosphate mo taavale eletise.E le o le felagolagomai muamua lea i le va o Hyundai ma Ningde Times, e pei ona faʻalauiloa muamua e Hyundai se maa lithium na gaosia e le CATL.Ae ui i lea, na o sela maa na aumai mai le CATL, ma o modules ma afifi na faia i Korea i Saute.

O faʻamatalaga o loʻo faʻaalia ai o le a faʻaalia foi e le Hyundai le tekonolosi "Cell To Pack" (CTP) a le CATL ina ia mafai ai ona foia le maualalo o le malosi.I le faʻafaigofieina o le fausaga o le module, o lenei tekinolosi e mafai ona faʻateleina le faʻaogaina o le faʻaogaina o le pusa maa e 20% i le 30%, faʻaititia le numera o vaega i le 40%, ma faʻateleina le gaosiga lelei e 50%.

Hyundai Motor Group na umia le tulaga tolu i le lalolagi ina ua mavae Toyota ma Volkswagen faatasi ai ma le aofaiga atoa o le faatauina atu o le lalolagi e uiga i le 6,848,200 iunite i le 2022. I le maketi Europa, Hyundai Motor Group faatau atu 106,1 miliona iunite, tulaga fa ma se sea maketi o le 9,40%, ma avea ai ma kamupani ta'avale televave.

Hyundai Motor Group na umia le tulaga tolu i le lalolagi ina ua mavae Toyota ma Volkswagen faatasi ai ma le aofaiga atoa o le faatauina atu o le lalolagi e uiga i le 6,848,200 iunite i le 2022. I le maketi Europa, Hyundai Motor Group faatau atu 106,1 miliona iunite, tulaga fa ma se sea maketi o le 9,40%, ma avea ai ma kamupani ta'avale televave.

I le tulaga 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 ole E-GMP, o se faʻavae tuʻufaʻatasia mo taʻavale eletise mama.E taua le taʻua o le Hyundai's IONIQ5 e le gata na filifilia e avea ma "Taavale a le Lalolagi o le Tausaga 2022", ae faʻapea foʻi le "Taʻavale Eletise a le Lalolagi o le Tausaga 2022" ma le "World Car Design of the Year 2022".O faʻataʻitaʻiga IONIQ5 ma IONIQ6 o le a faʻatau atu nai lo le 100,000 iunite i le lalolagi atoa i le 2022.

Lithium iron phosphate maa ua ave le lalolagi i afa

Ioe, e moni o le tele o kamupani taʻavale ua uma ona faʻaaogaina pe mafaufau i le faʻaogaina o maa lithium iron phosphate.I le faaopoopo atu ia Hyundai ma Stellantis, o loʻo suʻesuʻeina foi e le General Motors le avanoa e faʻaogaina ai maa lithium iron phosphate e faʻaitiitia ai tau1.Toyota i Saina na fa'aogaina le BYD lithium iron phosphate blade maa i nisi o ana ta'avale eletise1.I le amataga o le 2022, Volkswagen, BMW, Ford, Renault, Daimler ma le tele o isi kamupani faʻavaomalo faʻavaomalo ua faʻapipiʻiina manino maa lithium iron phosphate i totonu o latou faʻataʻitaʻiga tulaga.

O kamupani maa o loʻo faʻapipiʻiina foi i maa lithium iron phosphate.Mo se faʻataʻitaʻiga, o le US battery startup Our Next Energy na faʻaalia o le a amata le gaosiga o maa lithium iron phosphate i Michigan.O le a faʻaauau pea le faʻalauteleina o le kamupani pe a maeʻa ona maua le $ 1.6 piliona fou i luga ole laiga ile tausaga a sau;e oʻo atu i le 2027, o loʻo fuafua e tuʻuina atu ia lava maa lithium iron phosphate mo le 200,000 taʻavale eletise.

O le Kore Power, o le isi US battery startup, o loʻo faʻamoemoeina le manaʻoga mo maa lithium iron phosphate e tupu i le Iunaite Setete.O loʻo fuafua le kamupani e faʻatutu ni laina faʻapotopotoga se lua i se fale gaosi e fausia i Arizona i le faaiuga o le 2024, tasi mo le gaosiga o maʻa ternary, o loʻo faʻaaogaina nei i le Iunaite Setete, ma le isi mo le gaosiga o maa lithium iron phosphate1 .

Ia Fepuari, na maua ai e Ningde Times ma Ford Motor se maliliega.Ole a foa'i e Ford le $3.5 piliona e fausia ai se fale ma'a fou i Michigan, le Iunaite Setete, aemaise lava e gaosia ai ma'a lithium iron phosphate.

LG New Energy talu ai nei na faʻaalia ai o loʻo faʻatupuina e le kamupani le atinaʻeina o maa lithium iron phosphate mo taavale eletise.O lona sini o le faia lea o lana lithium iron phosphate maa sili atu nai lo ona tagata Saina, o lona uiga, o le malosi malosi o lenei maa nai lo C e maua ai le Tesla Model 3 maa 20% maualuga.

E le gata i lea, o loʻo faʻapea mai SK On o loʻo galulue faʻatasi ma kamupani Saina lithium iron phosphate material e faʻataʻatia le gafatia o le lithium iron phosphate i maketi i fafo.