why elon musk and byd need to have a chat - 18650 lithium rechargeable battery

The problem is: if Tesla makes thousands of Gen III cars every year (
As they claim hope in 3-4 years)
It takes billions of batteries every year.
In order to meet Tesla's global lithium-ion battery production needs in these 3-4 years.
So far, Tesla has enjoyed being independent of the battery manufacturing business by simply choosing the best supplier to suit their needs.
This enables them to freely change their suppliers when superior battery technology comes up in the future.
However, without a long-term supply contract with Tesla, it is unlikely that any battery manufacturer will commit to spending billions of dollars on the lithium-ion "giga plant.
So the current predicament and Tesla's recent move to build its own battery giga plant with several select partners.
However, the momentum has slowed since this announcement, which has led to my suggestion to Mr.
Musk will sit down and chat with byd ceo Musk. Wang Chuanfu.
After further analysis, China's BYD company represents "building your dream ". It is clear that the two charismatic leaders of Tesla and BYD do have the same dream. . .
But will they work together to achieve that?
Elon Musk, who knows China
Enter byd ceo: Wang Chuanfu suspects you can find two better people to work together and share a vision for the future of our planet.
Like Mr. Elon Musk.
Chuanfu believes: 1.
There is no doubt that electric vehicles are the future (
He's still trying to make a real affordable one, but he believes we're not far away).
BYD produces electric cars and ice batteries and cars. 2.
Combined with battery storage technology, roof solar will eventually provide the planet with most of its electricity, as well as Musk, SolarCity's largest shareholder and chairman.
BYD manufactures photovoltaic solar panels and large energy storage batteries to complement the production of renewable energy sources such as solar and wind. Mr.
In addition, Chuanfu shared some other common features with him. Musk:1.
Chuanfu eats and sleeps in his factory's corporate staff quarters. Mr.
Musk also has his own desk on Tesla's production line. 2.
A blessing like Musk is an engineer.
Musk's major is physics, and Chuanfu's major is chemistry.
Battery, as some gentleman told me many times.
It's mainly about chemistry. Mr.
Chuanfu patent a method for making mobile phone batteries at room temperature (
Rather than expensive heated dry rooms).
So I will say sir.
Chuanfu knows nothing about battery chemistry.
BYD is the largest manufacturer of rechargeable batteries in China (
Fourth largest in the world)
Mobile phone battery supply ranked first. 3.
Chuanfu is a self-made billionaire.
In 1995, he borrowed money from his friends to start byd. in just ten years, BYD's share of the global mobile phone battery market exceeded 50%.
BYD Motor was founded in 2003 and has grown from only 16,000 cars produced in 2005 to one.
2012 2 million
Hope to be number one in China soon).
In 2009, when Buffett held a 10% stake in BYD, the company's share price hit a new high, and Chao Fu became China's richest man.
Chuanfu knows how to expand production rapidly in the automotive industry. . .
Something Musk can help. i. e.
This is not the typical CEO of ivory tower.
They are engineers, most of them are self-taught talents, right at the heart of their company's product design and manufacturing technology.
They are all recognized workawayers and usually invest 100 hours in the name of "building your dream", which is after all the representative of BYD.
Most people who read this article will know Mr.
Musk's ambition in electric cars and solar energy.
Take a look at how close BYD's goal is to see this short film about BYD's three green dreams: there are some key differences between the two, Xiong mentioned: Chaofu takes advantage of China's low wages, remove expensive automation and machinery from the battery manufacturing process.
Musk built the Tesla plant with the most advanced automation technology possible.
Only use manpower in more efficient places.
In his own life
Lithium iron phosphate)
Battery chemistry is safer, cheaper, longer life, and better performance at extreme temperatures (
No hot management system required)
And it is easier to recycle.
The Fe battery also doesn't mind storing it at 100%, while Tesla's LCA (
Lithium nickel cobalt aluminum)
The battery does not like to be fully charged for storage, so Tesla limits charging to a maximum of 80%, unless the driver manually chooses "range charging ".
This means BYD's Fe battery can effectively take advantage of more batteries.
Musk believes Panasonic's LCA chemistry because it provides the highest energy density per kilogram per dollar for all mass-produced lithium-ion batteries.
Thermal management is built into Tesla's packaging level.
Changfu believes that costs will be reduced at all levels.
BYD has had some quality problems in the past, but has improved significantly in this area in the past few years, with f5 "Suri" recently rated as "the safest car in China ", beat other international brands such as Ford and Volkswagen in this category.
Despite the high cost, Musk believes in the highest quality, safety and performance at all levels.
In this regard, he seems to be zero tolerance and may have friction with the cost of "thrift" toward wealth.
BYD also has a fast charging "cabinet" of 100 degrees, which can charge 62 degrees of battery in E6 in 40 minutes (
About 140 miles from EPA)
Chao Fu has not yet accepted Musk's vision of a super charging network and does not seem to want to offer any charging at this point for free.
Of course, he doesn't sell electric cars for $75,000.
According to Chinese pricing, BYD e6 is currently selling for about $52,500 after being motivated (
But I saw the number as low as $35,000 in US media).
However, e6 has never been produced on a large scale (
Total sales in 2012 less than 2,000).
Changfu believes that the cost will be greatly reduced with mass production.
So, for the two gentlemen, it seemsMusk's and Mr.
They all need a battery-Ji processing plant just to get started.
If the two sides can resolve their differences, the cooperation here may be very awesome.
So far, Musk has no problem raising funds. the rich have won the respect of Warren Buffett (
Who owns a 10% stake in BYD?
Called Changfu "The combination of Thomas Edison and Jack Welch ".
Therefore, it may not be difficult to raise funds for the giga plant needed to provide Tesla and BYD.
BYD has expertise in battery manufacturing.
Maybe Tesla can help with the best packaging design?
The question is what chemicals may be used?
Take a look at BYD's lithium iron phosphate and it certainly has a long list of advantages.
The only problem seems to be that the Tesla Model S 60 KW can travel more than 200 miles EPA.
On the other hand, the 62 kw byd e6 manages only 140 miles of EPA.
But how many of these are caused by batteries?
Maybe we should look at the design and materials for making these two cars: 1.
Tesla aluminum (
Weight at 4,647 pounds)
Has the best resistance coefficient in today's automotive world (0. 23)
, Install the motor between the rear wheel and the battery pack at the lowest point of the car (the floorpan)
, It has an automatic suspension that lowers itself at a higher speed, and has a thermal and active battery management system that allows for better aerodynamics and optimal range at all temperatures, tesla built their cars internally specifically for the requirements of electric vehicles, which is state-of-the-art in terms of efficiency (
Tesla can't find any other car manufacturers in the world that meet their needs, so they built their own cars! ).
It is said that Tesla's regenerative braking is very positive compared to other electric vehicles. . .
All of this allows for a 200 EPA range, but almost all of this requires an additional fee. 2.
BYD e6 is dominated by steel (
Weight at 5,247 pounds)
There are rumors that Cd is 030 (
But it looks worse)
, The motor is installed above the front shaft, no special suspension, no heat management system.
Due to the low sales of BYD, e6 cars may not be able to produce in-house, and even if they do, it is unlikely to be as efficient as Tesla's drive systems and cars.
For all of these reasons, this may not be a battery failure when it comes to a lack of sensing range of 6.
In my opinion, the difference in energy density between BYD's iron phosphate battery and Tesla's nickel battery may not be greatcobalt one.
It might be interesting to see if BYD's iron phosphate battery is installed in Model S (
Minus the weight of the thermal management system and coolant required for the LCA battery)
How far will it go?
It is clear that Tesla will see iron phosphate as a chemical and choose not to use it for some reason.
Perhaps because BYD did not reduce the cost to the LCA level in the form of 18650 of the goods or large enough?
If these are the reasons for the introduction of BYD iron phosphate batteries by Ji processing plant, this problem may be solved.
The fact that they seem to have a superior cycle life for me, can handle supercharging and do not require thermal management looks good.
The following article shows that NCA batteries are indeed cheaper than iron phosphate, so this could be the reason for Tesla's choice?
Obviously, sir. Musk and Mr.
Chao Fu has the same dream, but they envision a slightly different path in order to reach the ultimate goal.
If they can somewhat compromise and adjust their path a little, I think we will have a strong incentive in the Tesla/BYD alliance.
Of course, having a Chinese partner will open up the Asian market for Tesla faster than acting alone.
We'll see what's going on, but if Tesla is very serious about the Gen III that happened 3 years later, then the work at the Ji processing plant needs to start right away.
While BYD and Tesla may appear to be competitors on the surface, their only way forward may be to jointly develop a battery platform for the world's first gigabit plant. . .
If the two CEOs are serious about "solving the whole problem" in renewable energy, electric vehicles and grid energy storage ".
Disclosure: I do not have a position in any of the stocks mentioned, nor do I have a plan to start any position in the next 72 hours.