The 4680 large cylindrical battery has certain advantages and attracts many companies to deploy

The 4680 large cylindrical battery has the advantages of higher unit volume capacity, greater energy density, stronger output power, and lower manufacturing cost. It can be widely used in large equipment and has good application prospects in new energy vehicles. 4680 large cylindrical battery where 4680 refers to the size.

The 4680 large cylindrical battery has good application prospects, but the production technology threshold is high and it is difficult to achieve mass production. The 4680 large cylindrical battery suffers from problems such as positive electrode extrusion and battery delay. The yield rate is low, which is also a difficulty that limits many companies. Tesla has made in-depth deployment in the field of 4680 large cylindrical batteries and continuously optimized production technology, which has increased the production yield to more than 70%. Although there is still a certain distance from 90%, it is indeed a huge progress in achieving large-scale production of 4680 large cylindrical batteries. .

With Tesla actively leading the market, battery manufacturers have discovered opportunities and have deployed in the field of 4680 large cylindrical batteries. Companies currently deployed in the field of 4680 large cylindrical batteries include Tesla, Everview Lithium Energy, CATL, Panasonic, LG Chem and other companies. Among them, Tesla is making the fastest progress, and its production capacity is expected to reach about 100WH in 2022; followed by It is Panasonic and is expected to be put into production in 2022; Yiwei Lithium Energy is the largest large cylindrical capacity planning manufacturer besides Tesla. It is deployed in the production of two large cylindrical batteries, 4680 and 4695. It is expected that the production capacity will reach 40WH in 2024, the earliest It will be put into production in 2023; CATL plans 8 production lines for the production of 4680 large cylindrical batteries, with a production capacity of about 12WH.

According to the “China 4680 Large Cylindrical Battery Industry Application Market Demand and Development Opportunities Research Report 2021-2026” released by the Industrial Research Center , 4680 large cylindrical batteries are mainly used in the field of new energy vehicles. Currently, only Tesla and BMW have made clear the application of 4680 large cylindrical batteries. Among them, Tesla is progressing faster and is expected to be implemented in 2023. According to Tesla’s corporate plan, 4680 large cylindrical batteries are mainly used in long-range vehicles. It is expected that the penetration rate of 4680 large cylindrical batteries in Tesla vehicles will be about 25% in 2023, with sales of 60GWh.

Large cylindrical battery core winding equipment is one of the core equipment for the production of 4680 large cylindrical batteries. At present, domestic Huaguan Technology has achieved equipment production, and the product quality has been recognized by battery companies, which is conducive to promoting the large-scale production of the 4680 large cylindrical battery industry. .

Industry analysts said that the 4680 large cylindrical battery has high endurance and meets the high endurance needs of new energy vehicles, so the industry development prospects are relatively bright. good. Due to technical limitations, the current production yield of 4680 large cylindrical batteries is low, making it difficult to achieve large-scale production. However, with the layout of many battery manufacturers, the development of the 4680 large cylindrical battery industry will be accelerated, and it is expected that some manufacturers will achieve large-scale production in 2022 , to accelerate the development process of the industry. In terms of applications, the market remains skeptical about 4680 large cylindrical batteries. Currently, only Tesla and BMW have clear attitudes. Therefore, there will be less application demand for 4680 large cylindrical batteries in the short term. However, as its performance is recognized, future market demand will Showing explosive growth.