The public has invested more than 6 billion euros (about 46 billion yuan) to develop pure electric platform MEB.
On March 15th, on the “Power Day” held in the Volkswagen Group, it further announced the new plan of electric transformation:
In 2030, an annual production capacity of 240GWH power battery was built;
In 2025, the Volkswagen will expand the European super charge network to 5 times on the basis of 2020;
Through self-discipline, unified battery specifications, the public should reduce battery costs on the entry-level model by 50%;
Through wet metallurgy technology, 95% of battery raw materials recovery are reused.
Developed from MEB to battery factory, supercharged network, battery recovery, and public in electric transformation, is a big hand in other traditional car companies.
Some people calling the Power Day of the Power Day on March 15. Thatla’s Battery Day is the big battery day.
Of course, although there is an imitation of Tesla, “Battery Day” means, the contents of the public “Power Day” are far more than battery.
“Power Day” is more like a road map that shows a general electric power, including battery technology breakthrough, power battery mass production, supercharge network, battery secondary utilization and recycling, energy storage system and many more.
The public believes that in the era of electricization, the battery and charging network will become the core competitiveness of commercialization.
First step in electricization
Starting from the battery, greatly reducing the cost of power battery
The road map of the public is starting from the battery.
The public shows a newly designed battery “Unified Cell”, which can be understood that the unifold or standardization of the battery.
We call it “Standardization Core”.
Currently, in the electric models of the Volkswagen ID.3, Audi Etron, Porsche Taycan, using different specifications of the battery.
Next, the public should unify the battery line specifications of each product line.
The large-scale manufacturing of “Standardized Core”, and the application on the various brand models of the public is the first step in reducing battery costs.
Under the specifications of “Standardization Core”, the public will launch:
Getting Started Version Power Battery, such as lithium iron phosphate battery, is expected to drop by about 50% lower than the current decline;
Mainstream models of power batteries, such as nickel-cobalt-manganese batteries, expected costs by about 30% by current;
High-performance models power batteries may be solid-state batteries, and the battery cost will increase, but vehicle performance will also rise sharply.
Then enter the door model power battery dropped by 50%, how to do it?
The discretion to this goal is:
15% improved through battery design
10% improved through battery manufacturing process
20% improved by positive and negative materials
5% improved by battery pack
Volkswagen plans to produce standardized batteries in 2023, this time may have a closed time for next-generation MEB platform models.
The public should achieve such a large extent in the power battery, which means that the world’s largest automotive group (one) will fully enter the stage of self-developed core.
Before there is Tesla self-developed 4680 battery, the existing public self-developed standardized battery, which means that the global power battery market will have changed in the next few years.
Expansion power battery capacity to 240GWH
Annual sales 3 million Taiwan electric car is not a dream?
The first step is to reduce the battery cost.
In the second step, expand battery capacity.
According to the plan, by 2030, 80% of the electric vehicles produced by the public will be equipped with “standardized battery”.
To this end, the public will build a large scale to standardize the capacity of the battery.
Up to now, the Volkswagen Group has reached procurement cooperation with LG, Samsung SDI, SK INNOVATION and Ningde Times.
At the same time, Volkswagen also established cooperation with Swedish battery companies from Northvolt, China Battery Enterprise, China University of Technology, China Battle, China.
However, it is difficult to meet the future power battery needs with the existing cooperation mode.
On this Power Day, the Volkswagen Group Technical Committee Member Thomas Schmall revealed that the public will build 6 40GWH-year-old power battery plants with partners before 2030, achieving total production capacity of 240GWH per year, thus ensuring supply Stable and safe.
If the battery pack is calculated according to the 2030 bicycle, these six factory production can be used by 3 million pure tram types.
This figure means that the Volkswagen attaches great importance to the arrival of the new energy vehicle era, and its ambition is still a “street car” that is global.
In 2030, the sales volume of 3 million pure electric vehicles was achieved. About 6 times the sales volume of Tesla 2020, the mass group was less than 1/3 of the total sales volume of 9.31 million.
Overall, this goal is large, but it is not too radical, and it is not a height of the sky.
According to the public China, the target data published in early 2020:
Prior to 2029, the public would launch 75 pure electric products, and its estimated sales will reach 26 million, including 20 million MEB platforms, and 6 million PPE platforms with high-end electric vehicles.
The 240GWH capacity in the mass plan is not to build its own force, but is like the same cooperation as the Panasonic.
The public chooses a battery company headquartered in Sweden Northvolt.
According to Northvolt announcements issued on Monday, it has been awarded a copy worth more than $ 14 billion.
Previously, the public had invested Northvolt, and the former shareholding ratio reached 20%.
The first plant cooperated by both parties is a super factory “Northvolt ETT” in Skellefteå, Sweden.
The ETT factory is then switched to the standardized battery of the production of high-end versions in 2023 and expands capacity to 40 gWh.
The second plant is located in Salzgitter, Germany, which will produce a standardized battery core (Unified Cell Volume).
The advancement time of these two factories also means that the public’s new electrical cell will be equipped on high-end models.
At present, the public is considering the potential site selection and partnership of the remaining 4 works.
Big, fast charge / super charge full chase Tesla
The cost of electric vehicles is reduced, and the capacity is also coming. The key is to see the car can sell it.
The public found that the car can not sell, mainly related to the charging network.
According to the data published by the public, China’s public charging network is currently a few shortcomings:
81% of the piles are exchanged slow pile;
30% of the piles may be occupied by fuel cars;
30% of the piles cannot be used due to lack of maintenance.
Therefore, charging conditions become one of the top three reasons to persuade users to buy electric vehicles.
In terms of charging pile construction, the public will focus on the three major markets in Europe, China and North America.
Unlike Tesra’s self-built strategies, the public has chosen cooperation with third parties in several major regions.
In Europe, because of the construction of multi-country construction, the public builds partners choose BP British oil companies, Enel, Ionity, Iberdrola and other simultaneous processes;
Its partners in China are Cams Kai Mes, the latter by the public China, FAW, Wan Hang, Jianghuai joint venture in 19 years.
Its partner in the United States is Electrified America.
In the charging pile development plan, the public announced a group of interesting data, to 2025, the mass plan:
Complete new 18,000 fast charging piles in Europe
Established 17,000 fast charging piles in China
Established 3,500 rapid charging piles in the United States, which means: Europe will be a big camp, China is secondary to Europe, and North America has passed the third place.
Currently, Tesla’s leading market is: North America, China and Europe.
Therefore, in the next 5 to 10 years, the Volkswagen and Tesla will not confront in the North American market, but in front of the Chinese market.
The two positive pairs of two in the Chinese market will definitely speed up China’s charging network construction.
But from the other hand, there is also an old saying in the Internet industry:
Boss and old two fighting, result _________.
Volkswagen will set up 500 charger, 6,000 charging piles through 8 key cities in China this year.
Contrast the following Tesla’s data:
According to the data released by Tesra at the beginning of March, Tesla built more than 760 super charging stations in China, more than 700 destination charging stations, covering more than 300 cities.
In March, Tesla super charging piles have officially built 6,000 in China.
Super charge network and fast charge technology are two key points of the Tesla Replenishment System.
Tesla’s second-generation super-charge pile maximum power 120kW, three generations of super charged pile maximum power 250kW.
The mass is charged in China, and the charging power will also start at 120kw, cover up to 300kW.
The Volkswagen Group believes that the solid-state battery will be the ultimate state of the power battery.
This is because the power battery no longer uses manganese elements, nor no electrolyte, the weight of its battery will decrease, and the charging time will be further shortened.
In the future, the solid-state battery diaphragm will become a ceramic diaphragm from the multi-porous diaphragm. Do not use the electrolyte, the negative electrode is changed from graphite to a lithium metal, and the positive electrode becomes a positive electrode metal material from the three-membered material to reduce the battery weight.
With the breakthrough of car solid state batteries and ultra-fast charge technology, the public hope:
In 2025, a 17-minute completion of 77-degree batteries 0 – 80% power
After 2025, it is further compressed to 12 minutes.
In addition to battery technology research and development, charging facilities construction, the public also shares its thinking about battery full life cycle, including secondary use (energy storage), material recycling, etc.
In order to reduce costs, the Volkswagen officially opened the first battery recycling factory in January this year.
This battery recycling factory can industrially recovering lithium, nickel, manganese, cobalt, aluminum, copper and plastic.
The public will cooperate with suppliers to use wet metallurgy technology, and the goal is to recover 95% of precious metal raw materials.
In the future, the Volkswagen plans to support the production and manufacture of new batteries using recycled raw materials.
More importantly, through energy management and energy storage systems, the public’s vision and goal is that there is a day, let the owner achieve “charging freedom”.
Decisive battle Chinese market
Overall, at the conference of the first full of technology companies, the Volkswagen did not sacrifice the dynamic battery technology, but it had fully elaborated the objectives and methodology of its electricity.
As the old big brother of traditional vehicle enterprises, the public is more paying more attention to the cost when talking on the battery, and it is more focused on efficiency and service.
Next, with the advancement of electricity strategy, the public will meet with Tesla in the Chinese market.
The public proposed in 2017 RoadMap E:
In 2025, it is necessary to realize the new energy vehicle sales of 1.5 million in the Huadian. At present, id.4 is about to be listed in China, and ID.3 is being introduced. Audi new energy high-end projects based on the PPE platform have also settled in Changchun.
Before 2025, the public should build 17,000 fast charges in China.
On the other hand, Tesla 3 has achieved a monthly selling 20,000, and Model Y is growing rapidly.
Tesla’s super charging pile factories have been officially put into operation in February. Model 2 for the design and development of the Chinese market is also on the road.
In the Chinese battlefield, local new energy car companies in the two, have also increased their adventures and uncertainty.