At a time when the global electric vehicle market is growing rapidly, battery life has become one of the conditions for consumers to buy a car, and the key is the gram electric capacity. In the two camps of battery cells, the gram capacity of lithium iron phosphate is close to the “ceiling”, and the lithium ternary battery uses “manganese” to increase the endurance. In this regard, Formosa New Intelligent Technology, which is about to build a battery cell factory, pointed out that adding manganese to lithium iron phosphate batteries can indeed increase the battery life by 10%, and it is currently researching and testing.
Liu Huiqi, general manager of Formosa Plastics New Intelligent Technology, said that manganese is used as the material of lithium ternary battery to improve battery life. According to current research, if manganese is added to lithium iron phosphate battery, it can indeed improve battery life by about 10-15 %, on the whole, lithium iron phosphate batteries and lithium ternary batteries do have their own advantages, while lithium iron manganese phosphate batteries combine the advantages of both. However, the melting point of manganese is relatively low, and whether it will change under high temperature operation needs to continue to be studied.
The legal person pointed out that the lithium iron phosphate battery factory in the mainland has begun to send the lithium iron manganese phosphate battery to the car factory for certification. According to statistics, it is expected that by 2030, the market share of lithium iron manganese phosphate will rise to more than 30%. As for the cost issue, according to the research data of mainland brokerage CITIC Securities, the raw material cost of lithium iron manganese phosphate is close to that of lithium iron phosphate, mainly because manganese reserves are quite abundant. According to statistics in 2021, the global manganese reserves are about 1.5 billion tons. In the same year, the output of manganese was about 20 million tons. In other words, the supply was not a big problem.
It is understood that the Continental Battery Materials Factory has already released its lithium iron manganese phosphate battery products or has already released products such as Yiwei Lithium Energy, Hezong Technology, Guoxuan Hi-Tech, Rongbai Technology, Dangsheng Technology, and Defang Nano. Sample delivery certification.
However, for the changes in the layout of lithium iron phosphate and lithium ternary batteries, the market also believes that it is a complementary relationship rather than a substitute. Liu Huiqi admitted that although the battery life of lithium iron phosphate has increased, lithium ternary batteries are still the best battery choice for high-end electric vehicles.
Ai Zuhua, senior director of the Energy System Solutions Division of Delta’s (2308) Energy Infrastructure and Industrial Solutions Business Group, also told CTWANT reporters that in the field of electric vehicles, lithium iron phosphate batteries and lithium ternary batteries are still different. Good at winning the field, such as car types, will still be dominated by lithium ternary batteries, especially high-end models, but if it is a bus, because it is mainly a fixed route, and the requirements for safety are higher, so lithium phosphate Iron batteries would be the best solution.
“In addition, for electronic products that do not have such high safety requirements, such as mobile phones, notebook computers, wearable devices, etc., lithium ternary batteries will still be the main choice because of their good gram capacity. .” Ai Zuhua said.
Wang Xingchun, an analyst at the International Institute of Obstetrics of the Industrial Technology Research Institute, pointed out that in terms of battery material prices, the price difference between lithium ternary batteries and lithium iron phosphate batteries is more than double, and in terms of material stability, because lithium iron phosphate is relatively safe, so The back-end also requires less safety-related material.