TSLA steps up research and development of -Lithium - Ion Battery Equipment

TSLA steps up research and development of batteries -Lithium - Ion Battery Equipment

Safety has become the focus of the current electric vehicle industry.

Last weekend, TSLA (TSLA) announced the results of the investigation into the spontaneous combustion incident in Shanghai, saying that it was a single battery module failure. At the same time, TSLA is stepping up research and development of its own batteries.

That same week, NIO announced a recall of its ES8 electric car due to battery module-related issues.

In this regard, industry experts told the first financial reporter that at present, electric vehicle companies and battery suppliers have both technical cooperation and business-level games.

TSLA's latest statement said that the TSLA joint investigation team has conducted an investigation and analysis of the vehicle's battery, software, production data and vehicle historical data, but the investigation has not found any system flaws. caused by the failure of a single battery module in the department.

Japanese battery maker Panasonic supplies cells to TSLA, but not modules.

The TSLA statement also said the company has modified charging and thermal management settings for Model S and Model X vehicles via an OTA software update to help further protect the battery and extend battery life.

Regarding the TSLA spontaneous combustion event that has attracted much attention, Shi Shuai, an electric vehicle battery analyst and director of Roland Berger, analyzed the first financial reporter, from a narrow technical and probability perspective, a comparison of several generations of models like TSLA A failure of a more mature battery product is an accidental phenomenon, and consumers do not need to panic.

However, Shi Shuai also pointed out that from a wider perspective, it is not unexpected for people to have quality problems related to traditional car companies related to new car manufacturing companies. Because first of all, the self-designed parts of emerging car companies represented by electric vehicle companies need to be tested for compatibility with supplier products, and their independent research and development capabilities still need to be iterated. In addition, electric vehicles mostly use customized battery module design, and the quality stability also needs time to verify.(Lithium - Ion Battery Equipment)

Coincidentally, just last Thursday, Weilai Automobile, the representative of my country's new power car manufacturers, also announced the recall of 4,803 ES8 electric vehicles equipped with power lithium battery packs produced from April 2 to October 19, 2018, and they will be recalled in 2018. Its "partners" are mentioned in the Statement of Several Issues Concerning Battery Recalls. It was subsequently confirmed that the NEV-P50 module on the ES8 to be recalled was supplied by CATL, which currently ranks first in domestic power lithium battery supply, and NIO itself was the one who integrated the battery pack.

In response, CATL immediately released the "Statement on NIO's ES8 Recall" in response, stating that "the battery pack box of this recall interferes with the module structure supplied by our company, and under certain extreme conditions, low voltage may occur. There is a risk of short circuit in the sampling wiring harness, and there is a potential safety hazard. This batch of modules adopts a customized design, which is only used in the 4803 ES8 products recalled this time."

"The two have both cooperation and competition." Shi Shuai, who has long been concerned about the battery industry of car companies, told Yicai.com that as the two main protagonists of the current electric vehicle industry, both electric vehicle OEMs and battery suppliers There are existing technical cooperation, including the deepening of independent research and development and the technical coupling with suppliers' solutions, but at the same time, there is also a game between the two at the business level, including the game between the right to speak based on brand and sales.

Mei Songlin, a senior automotive industry analyst, also pointed out that the current concentration of battery supply in the global electric vehicle industry represented by Chinese electric vehicle companies is very high. Unlike many other auto parts, relatively speaking, the seller of electric vehicle batteries has more say than the buyer. The global market has formed several major leaders such as CATL, Panasonic, LG, etc., and the shipments of these battery suppliers are very large.



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