4680 akku: kenen arseeni, kenen hunaja?
Sähköistysaallon aikana litium-ioniakkuteollisuuden kellot ja pillit lisääntyvät äärettömästi. Äskettäin 4680:n akun käynnistysajan likimääräisyyden myötä 4680:n akun asiaankuuluvat levyt ovat alkaneet olla levottomiksi.
In September last year, we published an article explaining the technical content of the 4680 battery immediately after the announcement of Tesla's "Battery Day". So what impact will the final mass production of the 4680 battery have on the power lithium-ion battery pattern? This article attempts to interpret it based on the existing information for your reference.
01. Don't deify Tesla
Tesla on uusien energiaajoneuvojen vakiokantaja{0}}, joten se on aiheen kuningas. Aina kun kyse on Teslan aiheesta, monet seuraajat seisovat ensin Teslan linjassa. Model 3:n lokalisoinnista Model Y:n hinnanalennukseen vaikuttaa siltä, että markkinat ovat päättäneet lopputuloksen etukäteen. Ei, viimeaikaiset uutiset, että Tesla aikoo valmistaa-4680 akkua, on jälleen kuuma aihe.
On kiistatonta, että Tesla on uusien energiaajoneuvojen johtaja sekä myynnin määrän että kolmen{0}}sähköjärjestelmän, älykkäiden ohjaamien ja automaattisen ajon teknisten ominaisuuksien osalta.
Usein olemme kuitenkin liian myyttisiä Teslaa.
When Tesla was about to enter my country, many people who did not know the truth shouted that sharks were coming, worrying about the living space of local brands and new car-making forces. Now it seems that domestic car companies and new car manufacturers have not only survived, but also survived very well. The monthly sales of "Weixiaoli" have already exceeded 10,000 units, becoming the backbone of domestic smart electric brands.
In addition to the subjective level, Musk's aggressive and sometimes unreliable style should make the market calm and calm first, and don't rush to set the tone for the success or failure of the 4680 battery. Regarding the technical route of the power lithium-ion battery, the cylindrical battery dominated by Tesla has not become the mainstream. In addition, the high-nickel ternary battery that Musk highly praised earlier did not form an overwhelming advantage, but lithium iron phosphate is highly sought after. , even Tesla itself has launched the Model 3 lithium iron phosphate version.
On muitakin tapauksia, joita voidaan käyttää todisteina. Musk on toistuvasti puhunut Bitcoinin arvosta julkisesti. Tammikuussa Tesla osti Bitcoineja 1,5 miljardin arvosta. Maaliskuussa Musk twiittasi, että Tesla hyväksyy nyt Bitcoinin. kolikon maksu. Teslan ja Muskin suosion vuoksi jo huipulla ollut Bitcoin johti uuden hinnannousuun.
The final result was unexpected. It was only two months ago. On May 12, Musk "turned his face" and said that because Bitcoin is too power-hungry and does not meet the concept of sustainable development, Tesla will no longer accept Bitcoin. Coin payment, causing Bitcoin to plummet.
Understand that Tesla already sold 272 million worth of bitcoin in the first quarter, and made a profit of about 101 million from it. Musk's operation is somewhat inconsistent with his "Iron Man" character. Let's take a look at Tesla's first quarterly report this year. Its profit in the first quarter was 438 million, an increase of 16 million year-on-year. In fact, Tesla's sales of bitcoin and electric car credits accounted for most of the revenue. .
Myöskään L5-tason autonomista ajotekniikkaa, jonka Musk on vannonut takaavansa, ei ole lanseerattu, ja sähköisten mikrofonien markkinoilletulo on viivästynyt yhä uudelleen. Myös Tesla-ajoneuvojen ammattitaitoa arvostellaan usein. Sisätilat ovat yksinkertaisia, ammattitaito karkeaa ja käytetyt materiaalit satunnaisia. Vaikka nykyistä Model Y -mallia on paranneltu huomattavasti, se on silti huonompi kuin saman tason kotimaiset autot.
Closer to home, back to the 4680 battery, after all, the important change of Tesla's large cylindrical battery lies in structural innovation (but don't ignore the foreshadowing left by the electrochemical innovation level for solid-state batteries), 4680 battery and BYD's blade battery are There are many things in common, the blade battery is equivalent to making the original square battery longer, and the 4680 battery is to enlarge the original "small man" into a "chunky" (limited to the height space of the chassis, the height of the cylindrical battery is limited) .
