Author: Luwei
Introduction
Continuously tracking Power Battery…
According to the statistics of SNE Research, the global installed capacity of power batteries in February was 11.2 GWh, a year-on-year increase of 109%, and the cumulative installed capacity from January to February was 25.2 GWh, a year-on-year increase of 102%.
From the TOP 10 rankings, CATL, LG Chem, and Panasonic are the top three. Whether it is from the market level or the technical level, these three are in the absolute first camp. BYD, Samsung SDI, and SK innovation are in the second camp. BYD has recently made good progress, but the gap with the first camp is obvious.
In terms of brands, CATL has far surpassed LG Chem and Panasonic with a year-on-year growth rate of 272.1% this year, and its market share has increased from 17.3% last year to 31.7% this year, firmly holding the first position.
LG Chem and Panasonic are showing fatigue. Although the market’s strong demand for batteries did not lead to negative year-on-year growth for them, their market share has a clear downward trend, and CATL, which was ranked third last year, has greatly surpassed them.
Another noteworthy company is CEA, which ranks first with a year-on-year growth rate of 1384.0% and has become the most eye-catching company on the list. The reason why CEA has exploded is mainly due to its cooperation with GAC Aion, whose penetration rate last year had reached 70%, and reached 90% in January this year.
The ongoing Shanghai Auto Show has attracted a lot of attention to new energy vehicles, with major new energy vehicle companies using all means to showcase their new products. Among the most notable models, those with a cruising range of more than 700 kilometers have core battery components that come from CATL’s 811 battery or Ni55 battery.
It can be seen that the industry rumors of abandoning the 811 battery are completely unfounded.
Especially BYD, which has been resisting ternary lithium, has quietly launched the 811 battery recently. However, compared with international first-class manufacturers such as CATL, LG Chem, and Panasonic, and even some manufacturers outside the TOP 10 like Funeng Technology, BYD’s actions are still too slow.
As for lithium iron phosphate, the explosion of a Beijing Guoxuan energy storage power station has a far-reaching impact, not only alarming Xinhua News Agency and other national-level official media, but also making many industry insiders question the so-called safety of lithium iron phosphate.
As the battery supplier for this explosion incident, Guoxuan High-Tech’s battery quality is worrying, but at this moment, the most worrying is Volkswagen.Returning to this year’s auto show, statistical surveys show that a total of 65 new energy vehicles equipped with CATL batteries were displayed at the Shanghai Auto Show, not only from Mercedes-Benz, NIO, and BAIC shown in the picture, but also from Audi, Hong Guang MINI, WM W6, XPeng P5, etc., all equipped with CATL power batteries.
Outside of the auto show, it appears that CATL is also reportedly providing samples of ternary lithium batteries for the Apple Car project, although CATL has not yet made a positive response to the Apple Car project.
In the beginning of 2021, CATL has undoubtedly taken the lead. Whether there will be more dark horses in the second half of the year remains to be seen, and perhaps we can pay attention to CALB. Based on current trends, CATL is highly likely to continue to dominate the annual chart for the year.
This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.