In January 2020, approximately 615 MWh of battery capacity was deployed in new commercial and special purpose electric vehicles in China, 96% of that capacity using LFP cells.
Beyond the commercial and special purpose EV markets, research and interest in LFP by the passenger EV industry is still alive-and-well and Adamas proposes several factors that could see LFP regain some lost market share by as early as this year.
Cell-to-pack. Cell-to-pack (CTP) battery manufacturing technologies reduce the mass of non-active materials in a battery pack, thereby increasing its energy density. For LFP (with a graphite anode), the CTP approach can increase battery pack energy density to upwards of 160 Wh/kg, enabling it to qualify for the full base subsidy multiplier in China.
In August 2019, leading LFP manufacturer BYD unveiled a proprietary CTP technology that purportedly increases volumetric energy density by 50% while reducing manufacturing costs by 30%. One month later, cell manufacturer CATL announced its own CTP approach that boosts energy density by 10 to 15%, improves volume utilization by 15 to 20% and reduces the amount of battery pack components by 40%.
CATL said that based on this new product platform, and together with system improvements, the battery system energy density can increase from 180 Wh/kg to more than 200 Wh/kg. At the cell level, the energy density has already reached 240 Wh/kg in 2019, and by 2024 CATL aims to increase energy density to 350 Wh/kg.
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