As a new energy vehicles driven by the core power batteries are expected to rewrite the global car industry IBM ThinkPad 240 battery and parts patterns, a submarine buried in automobile plants, parts suppliers, electronics companies have been among the Running out of hair-trigger.
If we say that two years ago, the domestic prices of a car said, "the battery to change the world" is just wishful thinking lie, then just two years later, has rarely been doubts that.
Ye Hao hybrid and pure electric vehicles worth mentioning, as the new energy vehicle at this stage the most realistic solution, Tracing the source, the competitive focus of new energy vehicles fall on the core of their drivers - power batteries. It would appear that the battery described as the core driver to change the world, was not excessive.
For this reason, more and more car manufacturers will be the battery as to occupy the top priority of new energy vehicles Heights. Transnational corporations as well as some local manufacturers have been or are in the relationship between the battery as a top priority for the future to do business, or with e-business alliance, or joint development IBM ThinkPad 240Z battery between enterprises. Although the surface looks calm, but in fact, a submarine buried in the automobile factory, parts suppliers, electronics companies have been among the Running out of hair-trigger.
Reshape the global industrial structure
There is no doubt that the new business opportunities in front of those in power the battery has been based on research and development companies will emerge as a new round of energy industry beneficiaries. To industry estimates, it also may to a certain extent, change the pattern of the global automotive parts suppliers.
Judging from the current point of view, automobile factories and spare parts are mostly relying on the traditional e-business enterprises and even the cooperation of the joint development of car batteries. Auto parts enterprises, only Bosch, Continental, Magna, Johnson Controls and other areas in the lithium battery to maintain large-scale investment in most other production-ready automotive battery business, many were not in the ranks of auto parts, for the battery industry, which has great potential, but unfamiliar areas, car prices mostly through joint ventures or acquisitions to maintain industry IBM ThinkPad A30 battery contacts.
Jia Xinguang celebrities in the industry believe that the benefits of this is that individual enterprises will not only reduce the risk and cost, but also make those non-vehicle lithium battery companies, including Toshiba, Samsung SDI, LG Chemical, etc. have the opportunity to enter the auto parts supporting areas, Jia Xinguang told reporters: "These new entrants to the market prospects may be better than the traditional parts enterprises."
The fact is also generally confirmed this. According to Deutsche Bank research shows that most automobile companies are willing to develop lithium batteries car companies are: by the United States and France, Johnson Controls Saft joint venture set up by Janson Controls-Saft, from the Massachusetts Institute of Technology, GE Capital set up A123 Systems, Inc. by Nissan and NEC established AESC, set up by Toyota and Matsushita PEVE and the LG Group, LG Chemical, and other enterprises. IBM ThinkPad A31 battery One of the most promising by industry was PEVE, AESC, and LG Chemical. Forum
It is noteworthy that these enterprises or by vehicle business and e-business joint ventures, or branches of e-business, automobile companies, only Toyota, Honda, Daimler and other traditional methods of direct investment in the battery.
With the global automotive battery industry entered the period of rapid development, the battery manufacturers to engage in fierce battle for market competition, cross-industry alliances will become more common in automobile plants and parts suppliers also likely to show a new pattern of competition.
"Ni-MH," Re-thinking first
With the developed countries have gradually formed a cross-sector enterprises, the progress of technology alliances, domestic battery industry is still in the industry, the definition stage, in the process of industrialization seems to have been a step behind. To choose a future in the direction of battery technology, engineering department recently issued a letter of "new energy automobile manufacturing companies and product Access Management Code" has sparked much controversy.
In accordance with "rules" provides, according to different stages of development of new energy vehicles will be divided into initial stage IBM ThinkPad 600 battery where the development period, three stages of technology maturity. Among them, in order to lithium-ion battery powered hybrid and pure electric vehicles is a developmental period; the use of lead-acid batteries and nickel-metal hydride batteries in hybrids are classified as mature.
This is nothing wrong with different countries should be based on its own national conditions and make different choices for the underlying battery technology R & D and marketing to support the strategy. Controversy is that, "rules" to define product development period can only be approved by the regional sales use, and at least 20% of the product running in real-time monitoring of sales of mature products can be used across the country.
The industry is concerned, which to some extent will affect the pace of development in lithium battery cars, damage cars enterprise R & D, ultimately result in the development of new energy vehicles one-sided and unbalanced.
In fact, the impetus for new energy vehicles using lithium batteries IBM 02K7016 battery, or whether it is nickel-metal hydride batteries, even in a global context, the argument is a long time. Tsinghua University and expert Lam told reporters, including the Prius, there are now 99% of the world's hybrid cars are based on the nickel-metal hydride battery power, but even so, including Toyota, including the international mainstream automakers generally agreed that lithium -ion batteries will gradually replace the nickel-metal hydride batteries, a new energy future, the main driver of the car.
"Electric cars are the reason why not become developed, mainly subject to the battery. Therefore, the development is inseparable from the battery on this core technology," Jia Xinguang told reporters that "relatively nickel-metal hydride batteries, lithium battery performance is better, the current global electric vehicle batteries are mainly used lithium batteries, and our in lithium battery production but also has advantages. "
Lin Jian also said: "From the cost and commercial point of view, Ni-MH battery more realistic. In addition to the Prius other than the majority of domestic research and development of new energy vehicles being used is also a nickel-metal hydride batteries are already proven can be commercial, large-scale battery system. "If so, why the Ministry of Public launch of such a letter IBM ThinkPad G40 battery to invite criticism of the new energy vehicle development road map? An industry to a journalist to reveal some of the reason.
Choice of routes, in addition to the technical features of products, the key will depend on whether the conditions. At present in China's automotive battery production enterprises with a production capacity of nickel-hydrogen batteries accounted for the majority of companies, including Chunlan, the torch high-tech, Hunan Shenzhou batch of enterprises, private enterprises, as well as complete vehicle, including Chang-jie hun [synthesis Photo Forum] , Chery A5, FAW Pentium, GM LaCrosse [synthesis Photo Forum] and so on, most of the brands of hybrid cars are used in nickel-metal hydride batteries. The industry believes that the reason the first nickel-metal hydride and then lithium electricity, a state based on the status of the battery industry conditions and pragmatic considerations.
"At this stage the main push nickel hydrogen, lithium does not mean that in the future to give up power technology, in fact, nickel-metal hydride batteries and lithium batteries have their own different strengths in the future is entirely possible to achieve common development," deputy secretary IBM 08K8026 battery general of the National Federation by Choi Dong-tree said.
Toyota is an instance of the new energy routes. Toyota's hybrid (HEV) in all of the use of nickel-hydrogen batteries, while the plug-in hybrid (PHEV) is using lithium-ion battery. In the technical line of choice should not only attach importance to technological advances, but also consider the commercial success rate.
Choi Dong-Tree said: "We are very optimistic about lithium, but in fact, only after obtaining the technological breakthrough will be of great development. For my country, lithium battery technology is not ripe for promotion; while nickel-metal hydride batteries to promote the time was ripe, Ni-MH cost, performance hybrid can basically meet the demand for hybrid vehicles with at a more mature and more economy. "
Cross-industry alliance more with less
For now, although the surface is subject to the policy directly benefit from the care of the nickel-metal hydride battery business, but other domestic companies are not discouraged battery parts because, according to auto industry revitalization plan, to new energy vehicles in 2011, the proportion of new car sales to 5% target, according to sell 12 million years of calculation, at least 60 million units, which should then "rules" as defined in the lithium batteries will also enter universal application stage. The industry generally agree that the next 3 to 5 years will be key components of new energy vehicles the rapid development stage.
However, placed in front of the industrialization of new energy challenges, not the solution far from the road as simple as battery technology, industry experts believe that the majority of primary and secondary components of domestic enterprises due to lack of funds, the basis of independent innovation is weak, in the industrialization of new energy IBM ThinkPad T21 battery vehicles on the road go is not smooth.
In the recently held a battery powered electric vehicle symposium, the Department of Industrial Engineering letter to the Division Office for the Coordination Lee Wan said: "The key components of domestic parts enterprises in production, domestic production of basic raw materials, is currently the development of new energy vehicles key and bottlenecks. "
Planning for the automotive industry to develop "new energy by 2011, the proportion of car sales to reach 5% of" objective, Li Wan-li is not optimistic. He said: "At present there is no new energy auto parts industrial base to the current capacity is difficult to achieve this goal."
Judging from the current situation, in terms of policy stimulus, although the new energy auto parts enterprises have mushroomed to take out, only one place in Guangdong, more than 100 private companies to do nickel-metal hydride batteries, but the surface of prosperity behind it to conceal the degree of lack of spare parts industry crisis.
Even walking in the forefront of the domestic automobile enterprises,IBM ThinkPad T20 battery clearly ahead of the launch of new energy electric cars Dongfeng Nissan Passenger Vehicle Company Ren Yong, vice president, but also new energy-based industries of the current shortage of some solid foundation. Ren Yong told reporters: "Judging from the current understanding of the entire battery industry point of view, a lot of battery companies have done a monomer for the battery-depth research, our single cell in the international community is also doing well, but in the process of sexual battery and thermal management, a relatively big gap, "Ren said with some concern," the key lies in the new energy automotive components were not formed in industrial production, is not only the motive power batteries, including the industrialization of the motor, basic raw materials, the localization of these two core areas, are not industrial base, which is currently the biggest problem. "
Despite the bottlenecks, but Ren view, the dilemma is not hard to break, "In fact, Japanese industry trends has given us a reference to draw on." Motive power in the realization of industrialization process, the upstream and downstream industry chain battery production enterprises and supplier of complete vehicle, or bundled with the middle of doing so much more effective than a business go it alone. Including Toyota, Honda and Nissan, including OEMs and electronics giant has been formed into an industrial alliance, through the establishment of a joint venture company will bundle the interests of both their respective merits. Ren said: "The composition of such a strategic alliance, not only an effort to raise anti-risk ability, but also share the huge R & D expenses more efficiently IBM ThinkPad X61 battery much more effective."
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