Kua tukuna e te China Automotive Power Battery Industry Innovation Alliance (“Battery Alliance”) ngā raraunga e whakaatu ana i te marama o Pēpuere 2023, ko te rahinga tāutanga pākahiko hiko o Haina he 21.9GWh, he pikinga 60.4% YoY me te 36.0% MoM. Ko ngā pākahiko toru i tāutahia he 6.7GWh, e 30.6% o te katoa o te kaha tāutahia, he pikinga 15.0% YoY me te 23.7% MoM. Ko ngā pākahiko phosphate rino lithium i tāutahia he 15.2GWh, e 69.3% o te katoa o te kaha tāutahia, he pikinga 95.3% YoY me te 42.2% MoM.

Mai i ngā raraunga o runga ake nei, ka kitea e tātou ko te ōwehenga ophosphate rino lithiumKo tētahi atu ia, ahakoa YoY, MoM rānei, he tere ake te tere tipu o te tāutanga o te pākahiko lithium rino phosphate i ngā pākahiko ternary. E ai ki tēnei ia ki muri, ka neke ake te wāhi mākete o te pākahiko lithium rino phosphate o te turanga kua tāutahia ki te 70%!

Kei te whakaarohia e Hyundai te whakatupuranga tuarua o Kia RayEV i te tīmatanga o te whakamahinga o ngā pākahiko phosphate lithium-rino Ningde Time, koinei te Hyundai tuatahi i whakarewaina me ngā pākahiko phosphate lithium-rino mō ngā waka hiko. Ehara tēnei i te mahi tahi tuatahi i waenga i a Hyundai me Ningde Times, nā te mea kua whakaurua e Hyundai i mua he pākahiko lithium toru i hangaia e CATL. Heoi, ko ngā pūtau pākahiko anake i kawea mai i CATL, ā, ko ngā kōwae me te takai i mahia ki Korea ki te Tonga.

E whakaatu ana ngā kōrero ka whakaurua hoki e Hyundai te hangarau "Cell To Pack" (CTP) a CATL hei whakakore i te iti o te kiato pūngao. Mā te whakangawari i te hanganga o te kōwae, ka taea e tēnei hangarau te whakanui ake i te whakamahinga o te rahinga o te pākahiko mā te 20% ki te 30%, te whakaiti i te maha o ngā wāhanga mā te 40%, me te whakanui ake i te pai o te whakaputa mā te 50%.

I te tau 2022, i tū te Hyundai Motor Group i te tuatoru o ngā tūranga o te ao i muri i a Toyota me Volkswagen, me te tapeke o ngā hokonga o te ao tata ki te 6,848,200 waeine. I te mākete Pākehā, i hokona e te Hyundai Motor Group te 106.1 miriona waeine, ā, i tū ko te tuawhā me te wahanga mākete o te 9.40%, koia te kamupene waka tino tere te tipu.

I te tau 2022, i tū te Hyundai Motor Group i te tuatoru o ngā tūranga o te ao i muri i a Toyota me Volkswagen, me te tapeke o ngā hokonga o te ao tata ki te 6,848,200 waeine. I te mākete Pākehā, i hokona e te Hyundai Motor Group te 106.1 miriona waeine, ā, i tū ko te tuawhā me te wahanga mākete o te 9.40%, koia te kamupene waka tino tere te tipu.

I roto i te ao hiko, kua whakarewahia e Hyundai Motor Group a IONIQ (Enikon) 5, IONIQ6, Kia EV6, me ētahi atu waka hiko parakore e hangai ana ki te E-GMP, he tūāpapa motuhake mō ngā waka hiko parakore. He mea tika kia whakahuatia ko te IONIQ5 a Hyundai kāore i te whiriwhiria ko "Waka Hiko o te Tau 2022" anake, engari ko "Waka Hiko o te Tau 2022" me "Hoahoa Waka o te Tau 2022". Ka hokona e ngā tauira IONIQ5 me IONIQ6 neke atu i te 100,000 ngā waeine puta noa i te ao i te tau 2022.

Kei te horapa haere te ao i ngā pākahiko rino phosphate lithium

Ae, he pono kei te whakamahi kē, kei te whakaaro rānei te nuinga o ngā kamupene waka ki te whakamahi i ngā pākahiko lithium rino phosphate. Haunga a Hyundai me Stellantis, kei te tūhuratia hoki e General Motors te āheinga ki te whakamahi i ngā pākahiko lithium rino phosphate hei whakaiti i ngā utu1. Kua whakamahia e Toyota i Haina te pākahiko mata lithium rino phosphate BYD i roto i ētahi o āna waka hiko1. I te tīmatanga o te tau 2022, kua whakauruhia e Volkswagen, BMW, Ford, Renault, Daimler me te maha atu o ngā kamupene waka matua o te ao ngā pākahiko lithium rino phosphate ki roto i ā rātou tauira taumata-whakauru.

Kei te haumi hoki ngā kamupene pākahiko ki ngā pākahiko rino phosphate lithium. Hei tauira, i kī te kamupene tīmatanga pākahiko o Amerika, Our Next Energy, ka tīmata tā rātou hanga pākahiko rino phosphate lithium i Michigan. Ka haere tonu te whakawhānui a te kamupene i muri i te whakatuwheratanga o tana tipu hou $1.6 piriona i te tau e tū mai nei; i te tau 2027, kei te whakamahere rātou ki te whakarato i ngā pākahiko rino phosphate lithium e ranea ana mō ngā waka hiko 200,000.

Ko Kore Power, tētahi atu kamupene pākahiko hou o Amerika, e matapaetia ana ka piki ake te hiahia mō ngā pākahiko phosphate rino lithium i te Hononga o Amerika. Kei te whakamahere te kamupene ki te whakatū i ngā raina huihuinga e rua i tētahi tipu ka hangaia ki Arizona i te mutunga o te tau 2024, tētahi mō te hanga pākahiko toru, ko te mea nui i te Hononga o Amerika i tēnei wā, me tētahi atu mō te hanga pākahiko phosphate rino lithium1.

I te marama o Pēpuere, i tae a Ningde Times me Ford Motor ki tētahi whakaaetanga. Ka koha a Ford i te $3.5 piriona ki te hanga i tētahi tipu pākahiko hou i Michigan, te Hononga o Amerika, ko te nuinga hei hanga pākahiko rino phosphate lithium.

Nō nā tata nei i whakaatu a LG New Energy kei te whakapiki ake te kamupene i te whanaketanga o ngā pākahiko lithium rino phosphate mō ngā waka hiko. Ko tana whāinga he whakapai ake i te mahi a te pākahiko lithium rino phosphate i ōna hoa whakataetae Hainamana, arā, ko te kaha o tēnei pākahiko he nui ake i te C kia 20% teitei ake ai te pākahiko Tesla Model 3.

Hei tāpiritanga, e ai ki ngā puna kōrero kei te mahi tahi hoki a SK On me ngā kamupene rauemi phosphate rino lithium Hainamana ki te whakatakoto i te kaha phosphate rino lithium ki ngā mākete o tāwāhi.