Late Exclusive丨Ningde Times to supply Tesla with M3P batteries in the fourth quarter, mounted on the 72-degree Model Y

Original link: https://www.latepost.com/news/dj_detail?id=1257

“LatePost” exclusively learned that CATL will supply Tesla with M3P batteries in the fourth quarter of this year, which will be installed in Model Y models using 72-degree battery packs. This version of Model Y will be available early next year. The lithium manganese iron phosphate material used in the Ningde era M3P battery will be supplied by German Nano, which plans to put into production 110,000 tons of lithium manganese iron phosphate material in the second half of this year.

Tesla CEO Musk said in March this year that he is optimistic about the technical solution of applying manganese in batteries, and Tesla has been trying to use manganese in batteries. A Tesla source told LatePost that Tesla is also deploying lithium iron manganese phosphate batteries internally, but the development cycle is long, and Tesla will first purchase lithium iron manganese phosphate batteries from suppliers. After completing the sample test, it generally takes only 3 months for Tesla to purchase the battery to the final mass production.

Lithium Manganese Iron Phosphate (LMFP) battery is an improvement on the basis of Lithium Iron Phosphate (LFP) battery. The battery category is usually named after the cathode material it uses. Adding manganese element to the currently used lithium iron phosphate positive electrode material can be made into a lithium iron manganese phosphate positive electrode material to manufacture a lithium manganese iron phosphate battery.

The lithium iron manganese phosphate route can be divided into two types: one is to use 100% lithium iron manganese phosphate material as the positive electrode, and the other is to dope the lithium iron manganese phosphate material with other materials such as aluminum or magnesium to make the positive electrode.

The cathode material of Ningde era M3P battery is doped with ternary lithium material and lithium manganese iron phosphate material. This solution can solve the problems of short cycle life and large internal resistance of lithium manganese iron phosphate battery.

According to a previous report by LatePost, power battery manufacturers such as BYD, Xinwangda and Yiwei Lithium Energy are currently deploying lithium iron manganese phosphate battery routes, and some manufacturers have begun to send samples to car companies for testing.

“LatePost” also learned that one of the technical directions of NIO’s research battery is also lithium manganese iron phosphate battery, and the technical route is similar to that of Ningde era M3P battery.

According to industry insiders, the energy density of M3P batteries is about 15% higher than that of lithium iron phosphate batteries, reaching 210 Wh/kg, and the cost is comparable to that of lithium iron phosphate batteries.

The power battery industry believes that lithium manganese iron phosphate batteries will gradually replace ordinary lithium iron phosphate batteries and become the mainstream solution for phosphate batteries. Another major type of power battery is the ternary lithium battery. In the first half of this year, the installed capacity of lithium iron phosphate batteries and ternary lithium batteries accounted for 58.5% and 41.4%, respectively.

M3P batteries are an important part of CATL’s future passenger car solutions. Wu Kai, the chief scientist of CATL, said at the World Power Battery Conference last week that CATL will divide new energy vehicles into three market segments: 1,000 kilometers of battery life, 700 kilometers of battery life and 300-500 kilometers of battery life. In the mainstream new energy vehicle market of 700 kilometers, CATL’s solution is the M3P battery + Kirin battery structure. The two techniques can be used in combination.

Kirin battery is a battery pack technology released by CATL in June this year. By improving the structure of the battery pack, the technology can increase the space utilization rate of the battery pack from 56% to 72%, and can pack 16% more in the same space than before. ‘s battery.

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