Original link: https://www.latepost.com/news/dj_detail?id=1222
Lithium iron manganese phosphate batteries enter the car:
CATL plans to mass production in the second half of the year
BYD is developing
Since last year, a major change in the power battery market is that the proportion of lithium iron phosphate batteries has surpassed that of ternary lithium batteries. Along the lithium iron phosphate technical route, major battery manufacturers are developing a new generation of products, one of which is lithium manganese iron phosphate batteries.
“LatePost” exclusively learned that the lithium manganese iron phosphate batteries of CATL, Xinwangda and Yiwei Lithium have passed the battery pilot test in the first half of this year and are sending samples to car companies for testing. CATL plans to mass-produce the product in the second half of this year. BYD’s Fudi battery began to purchase lithium iron manganese phosphate materials in small batches at the beginning of this year, and is currently in the internal research and development stage.
Guoxuan Hi-Tech announced the patents related to lithium iron manganese phosphate batteries in June this year. A person close to Guoxuan Hi-Tech told LatePost that Guoxuan’s lithium iron manganese phosphate battery is still in the technical reserve stage, and there is no clear mass production plan.
Companies invest in lithium iron manganese phosphate because it has a higher energy density than lithium iron phosphate batteries. Energy density is a key indicator for determining cruising range.
Looking back at the development history of power batteries, the fate of the two main power batteries, lithium iron phosphate and ternary lithium batteries, has been reversed several times around the cruising range.
Lithium iron phosphate batteries are the mainstream products in the early stage. BYD, which has entered the power battery field since 2006, is known for this route. Before 2017, BYD has been the No. 1 power battery manufacturer in China.
In 2017, the Ministry of Industry and Information Technology of China adjusted the new energy subsidy policy, with more subsidies for models with higher cruising range. This has increased the share of ternary lithium batteries with higher energy density and longer cruising range. CATL surpassed BYD to become China’s No. 1 in 2017 because of its bet on ternary lithium batteries, and it has remained so to this day. However, with the iteration of technology, the cruising range of lithium iron phosphate batteries has gradually increased. With the advantage of cost, it will overtake ternary lithium batteries again in 2021, with a domestic market share of 51.2% and only 38.3% in 2020.
The optimization of lithium iron phosphate batteries for lithium iron phosphate batteries still focuses on cruising range. The theoretical energy density extreme value of lithium manganese iron phosphate battery can reach 230Wh/Kg, which is 15%-20% higher than that of lithium iron phosphate battery. There is almost no difference in the material cost of the two batteries. In addition to new energy vehicles, the technology can also be applied to the field of energy storage.
Lithium iron manganese phosphate batteries are not a new technology. A battery material supplier told LatePost that BYD had conducted related research in 2013, but because of the low cycle life and excessive internal resistance of the lithium iron manganese phosphate battery at that time, BYD terminated related development in 2016.
At present, companies such as Ningde Times choose to dope ternary lithium materials in lithium iron manganese phosphate materials to solve the problems of low battery life and large internal resistance. Mentioned “M3P battery”.
In December last year, Ningde Times invested 413 million yuan to become the largest shareholder of Litai Lithium Energy, a lithium iron manganese phosphate material manufacturer, which is building a new production capacity for lithium iron manganese phosphate materials.
Lithium iron manganese phosphate batteries have entered the two-wheeler market last year, and Tianneng Power’s lithium iron manganese phosphate batteries have been used by Mavericks Electric’s F0 series.
Tesla CEO Elon Musk said in March this year that Tesla is optimistic about the technical route of adding manganese to batteries. The power battery industry believes that the lithium iron manganese phosphate battery is the product with the greatest commercialization potential in this route. (Text｜Edited by Li Zinan｜Cheng Manqi)
Meituan management changes:
Former Kuaishou executive Qiu Guangyu joins
Personnel adjustment of Meituan platform and in-store business group
“LatePost” exclusively learned that Qiu Guangyu, the former head of Kuaishou’s internationalization division, has recently joined Meituan and is temporarily serving as assistant to Meituan’s founder and CEO Wang Xing.
Qiu Guangyu joined Kuaishou in August 2020. Previously, he was the COO of Didi International Business Unit. He worked in Didi and Kuaishou for 5 years and 18 months respectively, and participated in the internationalization battle of the two companies .
During these two experiences, Qiu Guangyu faced different business, the company’s internationalization development stage and company culture. In the taxi-hailing battle between Didi and Uber, he led Didi from scratch in Latin America and eventually surpassed Uber. In the short video battle between Kuaishou and TikTok, he led Kuaishou in the fourth round of overseas expansion. After burning more than 10 billion RMB, this round of expansion ended by lowering the growth target and suspending new market openings. “Tony has gathered multiple business teams and turned them into Taiwan, laying the foundation for the long-term development of Kuaishou overseas.” A person familiar with Kuaishou commented.
It’s unclear which part of Meituan’s business the former Kuaishou executive will lead next.
Some Meituan veterans have also changed, involving the Meituan platform and the in-store business group.
Recently, Han Jian, CTO of Meituan Daojia Business Group and head of R&D platform, was transferred to CTO of Meituan platform and reported to Li Shubin, head of Meituan platform. His position was taken over by his subordinate, Sun Zhizhao, the former head of delivery technology of Meituan Daojia Business Group.
Previously, the Meituan platform did not have a unified technical person in charge, and the technical team was distributed under various business departments. After Han Jian was transferred to the Meituan platform, he disassembled the Search and NLP (Natural Language Processing) Department, Growth Technology Department, Service Experience Department, and App Technology Department according to their functions, reorganized and merged them, and formed a front-end, back-end, algorithm, testing and New divisions for product division.
The advantage of this is to prevent the same function from “reinventing the wheel” in different businesses. Han Jian said internally that when he came to the Meituan platform, he did three things: reducing costs, increasing efficiency and improving quality. This is also the core proposition of Meituan this year .
After Han Jian was transferred, the Meituan platform began to pilot a project called “ice cream” in some departments. The ice cream is derived from DQ (Development Quality). The project aims to use tools such as ONES to manage R&D personnel, standardize work processes, conduct detailed data statistics, and quantify output. For example, count how long each project takes and whether it exceeds expectations.
The ice cream project made some Meituan employees think about whether the R&D work can be effectively managed quantitatively. Some people think that it is very difficult to quantify, and there are more work processes, and efficiency is exchanged for quality; some people think that in the short term, efficiency may not increase but decrease, but it will be beneficial to the company in the long run.
The in-store business group has undergone changes in two business division leaders within half a year.
In April, Wang Yiming, the head of the in-store catering business department, turned to be responsible for the sales training of the in-store business group. He was replaced by Zhang Jian, the former vice president of Spark Thinking. Zhang Jian and Qiu Guangyu were both born in 1984. He joined Spark Thinking in 2018. Before that, he worked at Lenovo for 13 years and served as the head of various business units including consumer customer service department. A former colleague of Zhang Jian commented that he “dare to think, dare to do, and can get results”.
In June, Li Yang, the head of the intercity transportation (including air and train tickets) business, resigned, and the business was handed over to Liu Yanxiang, the head of the ticket business department. Li Yang has served as the head of Meituan Taxi and Meituan Ride.
In the first quarter of 2022, the hotel and travel business contributed 3.47 billion yuan in operating profit to Meituan, accounting for nearly 70% of all non-loss-making business profits. However, Wang Xing said in the earnings conference call that due to the impact of the epidemic, the revenue of this business in the second quarter will drop significantly year-on-year, and will continue to be negatively affected in the second half of the year.
Wang Yiming and Li Yang have each joined the 12-year-old company for more than six years. As a direct result of a series of adjustments, Meituan’s management team is getting younger – both in terms of age and the time they have joined Meituan. (Text | Edited by Ma Kexin | Guan Yiwen)
Huawei Car BU Chief Architect Chen Yilun resigns
“LatePost” learned from multiple sources that Dr. Chen Yilun, the chief architect of the Intelligent Driving Product Department of Huawei’s Intelligent Vehicle Solutions Division (hereinafter referred to as “Car BU”), has recently resigned.
Yilun Chen holds a master’s degree in electrical engineering from Tsinghua University and a doctorate in electrical engineering from the University of Michigan. Before joining Huawei, Chen worked as a technical expert and project manager at Eaton, an intelligent power management company, and joined DJI in 2017 as a chief engineer.
In 2018, Chen Yilun joined Huawei as the chief scientist of the autonomous driving department, responsible for perception technology. “LatePost” learned that at present, Huawei Car BU has 15 secondary departments, including the MDC Product Department, the Smart Car Control Product Department, the Smart Car Cloud Product Department, the Smart Cockpit Product Department, and the Smart Car Solutions Department.
When Chen joined Huawei, Huawei had just begun to promote in-depth cooperation with car companies. In November 2018, Huawei and BAIC New Energy signed a cooperation agreement. Liu Yu, general manager of BAIC New Energy, said in an interview with Caixin that the models to be co-operated by the two parties will be equipped with a full set of hardware and software solutions for Huawei’s smart cars, with L4-level autonomous driving capabilities, and are scheduled to be launched in the fourth quarter of 2021.
In May 2019, Huawei established Che BU, which is affiliated to the ICT Management Committee. Wang Jun, the former head of Huawei’s Japanese operator business, was appointed as the president. Since then, Huawei has begun to further promote cooperation with car companies.
In October 2020, Huawei released the “Huawei Inside” (Huawei HI) model of its smart car solution, which includes a computing and communication architecture and five systems of smart driving, smart cockpit, smart electric, smart connectivity, and smart car cloud services. And more than 30 intelligent components.
Extreme Fox Alpha S “Huawei HI Edition” is the first mass-produced model equipped with Huawei’s HI smart car solution. The car was unveiled at the Shanghai Auto Show in April 2021. It is divided into an advanced version (priced at 397,900 yuan) and a high-end version (priced at 429,900 yuan). It was originally planned to be delivered in the fourth quarter of last year.
However, this goal was not achieved. The car has not been delivered to date. In June of this year, Jihu disclosed the progress through the official Weibo, saying that the delivery of the car will start at the end of July this year, and mass delivery will begin in September.
During the cooperation between Huawei and BAIC, Huawei’s strategy of “building a car” has also undergone some changes. On November 15, 2020, Ren Zhengfei issued an organizational change document to divide the car BU from the ICT Management Committee to the consumer BG. Six months later, Yu Chengdong, CEO of Huawei Consumer BG, officially served as CEO of Che BU, and Wang Jun served as COO of Che BU, reporting to Yu Chengdong.
After Yu Chengdong took charge of the car BU, he promoted the “Huawei Smart Selection” model that was deeply bound with car companies. In April last year, Huawei and Xiaokang Co., Ltd. signed a cooperation agreement to launch the Celis SF5 equipped with Huawei HiCar and HUAWEI DriveONE three-in-one electric drive system. In December last year, the cooperation between the two parties was further upgraded and a new new energy vehicle brand, AITO, was established.
In December last year and in July this year, Wenjie released the Wenjie M5 and Wenjie M7, which were sold in Huawei’s flagship store. Both cars are equipped with Huawei’s Hongmeng smart cockpit and the HUAWEI DriveONE platform. Up to now, Wenjie M5 has sold more than 18,000 units, and M7 has been pre-sold since July this year-according to the official data disclosed by AITO, the order has exceeded 60,000 units within 72 hours.
Under the organizational adjustment and new business form, many senior executives of Huawei Auto BU have left since last year. In November last year, Chen Qi, the founder of Huawei’s autonomous driving team and former head of the autonomous driving R&D department, resigned and joined Jikr Auto to be in charge of Jikr’s autonomous driving business. Almost at the same time, She Xiaoli, chief functional safety expert, joined NIO as an internal expert in algorithm research. At the beginning of last year, He Liyang, vice president of Huawei’s automotive business, left. Earlier this year, Su Qing, head of Huawei’s intelligent driving product department, resigned. In April, Huawei Chief Technology Officer Cai Jianyong joined CATL, responsible for the CTC battery chassis integration business.
Chen Yilun is another senior talent who has resigned from Huawei Auto BU. People close to Huawei’s car BU said that Chen’s information is no longer displayed in Huawei’s enterprise system. “LatePost” confirmed the news of Chen’s resignation with Huawei Car BU, and has not received a reply as of press time. (Text｜Edited by Dou Yajuan｜Wang Hailu)
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