4680 battery: whose arsenic, whose honey?
Under the wave of electrification, any bells and whistles in the lithium-ion battery industry are infinitely magnified. Recently, with the approximation of the 4680 battery launch time, the relevant plates of the 4680 battery have begun to be restless.
In September last year, we published an article explaining the technical content of the 4680 battery immediately after the announcement of Tesla's "Battery Day". So what impact will the final mass production of the 4680 battery have on the power lithium-ion battery pattern? This article attempts to interpret it based on the existing information for your reference.
01. Don't deify Tesla
As the standard-bearer of new energy vehicles, Tesla is the king of the topic. Whenever it comes to the topic of Tesla, many followers will first stand in line with Tesla. From the localization of Model 3 to the price reduction of Model Y, it seems that the market has determined the outcome in advance. No, the recent news that Tesla is about to mass-produce 4680 batteries has become a hot topic again.
It is undeniable that Tesla is the leader of new energy vehicles, both in terms of sales volume and its technical capabilities in three-electric systems, smart cockpits, and automatic driving.
However, many times, we are too mythical Tesla.
When Tesla was about to enter my country, many people who did not know the truth shouted that sharks were coming, worrying about the living space of local brands and new car-making forces. Now it seems that domestic car companies and new car manufacturers have not only survived, but also survived very well. The monthly sales of "Weixiaoli" have already exceeded 10,000 units, becoming the backbone of domestic smart electric brands.
In addition to the subjective level, Musk's aggressive and sometimes unreliable style should make the market calm and calm first, and don't rush to set the tone for the success or failure of the 4680 battery. Regarding the technical route of the power lithium-ion battery, the cylindrical battery dominated by Tesla has not become the mainstream. In addition, the high-nickel ternary battery that Musk highly praised earlier did not form an overwhelming advantage, but lithium iron phosphate is highly sought after. , even Tesla itself has launched the Model 3 lithium iron phosphate version.
There are other cases that can be used as evidence. Musk has repeatedly spoken about the value of Bitcoin in public. In January, Tesla bought 1.5 billion worth of Bitcoin. In March, Musk tweeted that Tesla now accepts Bitcoin. coin payment. Because of the popularity of Tesla and Musk, Bitcoin, which was already on the cusp, ushered in another price surge.
The final result was unexpected. It was only two months ago. On May 12, Musk "turned his face" and said that because Bitcoin is too power-hungry and does not meet the concept of sustainable development, Tesla will no longer accept Bitcoin. Coin payment, causing Bitcoin to plummet.
Understand that Tesla already sold 272 million worth of bitcoin in the first quarter, and made a profit of about 101 million from it. Musk's operation is somewhat inconsistent with his "Iron Man" character. Let's take a look at Tesla's first quarterly report this year. Its profit in the first quarter was 438 million, an increase of 16 million year-on-year. In fact, Tesla's sales of bitcoin and electric car credits accounted for most of the revenue. .
Also, the L5-level autonomous driving technology that Musk has vowed to guarantee has not been launched, and the time to market for electric pickups has been delayed again and again. The workmanship of Tesla vehicles is also often criticized. The interiors are simple, the workmanship is rough, and the materials used are random. Although the current Model Y has been greatly improved, it is still inferior to domestic cars of the same level.
Closer to home, back to the 4680 battery, after all, the important change of Tesla's large cylindrical battery lies in structural innovation (but don't ignore the foreshadowing left by the electrochemical innovation level for solid-state batteries), 4680 battery and BYD's blade battery are There are many things in common, the blade battery is equivalent to making the original square battery longer, and the 4680 battery is to enlarge the original "small man" into a "chunky" (limited to the height space of the chassis, the height of the cylindrical battery is limited) .
