Start 2023: Lithium iron phosphate "start amount"

After the race for the new energy track in 2022, the battery production will continue to surge in 2023. In 2023, the lithium iron phosphate new material track will become the focus of the industry.

So far, the major lithium iron phosphate battery material manufacturers and battery cell manufacturers have expanded production, the new capacity has increased, while the corresponding number of battery orders is also rising rapidly,

Lithium iron phosphate is the "good partner" of ternary materials

Lithium iron phosphate makes for the shortcomings of lithium iron phosphate and ternary materials, and is regarded as a potential alternative material of lithium iron phosphate and ternary 5 series.

In theory, though, solid-state batteries are seen as the ultimate technology for lithium batteries. However, when the mass production of solid-state batteries is "far away", the manganese-based batteries, especially the lithium iron phosphate route, is seen as a more feasible transition scheme.

According to Yamwood new energy, the industry used and 5 series ternary material composite way,. According to the laboratory data, the energy density of lithium ferromanganese and 8 series ternary compound is similar to that of 5 series ternary, which not only improves the cycle life by nearly 30%, the cost is also reduced by 30%, and the safety performance is greatly improved.

Mottcell new energy believes that lithium iron phosphate is an upgraded version of lithium iron phosphate, but also the "good partner" of ternary materials. The rise of lithium iron phosphate will weaken the "opposition" between phosphate materials and ternary materials, and integrate the advantages of each other. In the future, customers will achieve more accurate customization of material properties according to the actual terminal use scenarios.

At present, the industry is in the first round of "horse racing and enclosure" stage, and the cathode material enterprises with high-quality customers and leading patent technology are expected to build competitive barriers.

Lithium iron phosphate 2023 will be increased

Many battery enterprises are also actively laying out lithium iron phosphate battery. At present, lithium iron phosphate has been successfully applied in small power two-wheelers. Some industry insiders judge that after the loading and verification period in the first half of the year, lithium iron phosphate battery is expected to enter the large-scale power application stage in the third quarter of 2023.

In the 14th Five-Year National Key RESEARCH and development plan, "low-cost and long-life manganese-based energy storage lithium ion battery" is listed as a key special project of "energy storage and smart grid technology".

At present, the difficulty of large-scale industrial production of lithium iron phosphate lies in the low conductivity + unstable voltage + manganese dissolution, which leads to the difficulty of considering both material performance and cost.

With the introduction and application of technical modifications, such as carbon coating, ion doping and nanochemistry, the application market of lithium iron phosphate battery will be full of imagination.