Akuluakulu opanga ma cell a lithiamu-ion padziko lapansi: 1 / CATL, 2 / LG EnSol, 3 / Panasonic. Pezani Europe mu masanjidwe:
Visual Capitalist yalemba mndandanda wa omwe amapanga ma cell a lithiamu-ion padziko lonse lapansi. Awa ndi makampani okha ochokera ku Far East: China, South Korea ndi Japan. Europe siili pamndandanda konse, US idatulukira chifukwa cha ulamuliro wa Tesla wa Panasonic.
Kupanga ma cell a lithiamu-ion padziko lonse lapansi
Deta imatengera ku 2021. Visual Capitalist anawerengera kuti lero gawo la lithiamu-ion ndilofunika madola 27 biliyoni a US (ofanana ndi 106 biliyoni PLN) ndipo anakumbukira kuti mu 2027 ayenera kukhala madola 127 biliyoni a US (499 biliyoni PLN). Atatu apamwamba pamndandanda - CATL, LG Energy Solution ndi Panasonic - amawongolera 70 peresenti yamsika:
- CATL - 32,5 peresenti,
- LG Energy Solution - 21,5 peresenti,
- Panasonic - 14,7 peresenti,
- BYD - 6,9 peresenti,
- Samsung SDI - 5,4 peresenti,
- SK Innovation - 5,1 peresenti,
- CALB - 2,7 peresenti,
- AESC - 2 peresenti,
- Goxuan - 2 peresenti,
- HDPE - 1,3 peresenti,
- Mkati - 6,1 peresenti.
Chithunzi cha CATL (China) imapereka magawo a magalimoto aku China, yasaina pangano ndi Toyota, Honda, Nissan, ndipo kumadzulo kwa dziko lapansi imathandizira kapena imathandizira BMW, Renault, gulu lakale la PSA (Peugeot, Citroen, Opel), Tesla, Volkswagen ndi Volvo. Kusinthasintha kwa opanga akuti ndi chifukwa cha ndalama zambiri zochokera ku boma la China komanso kusinthasintha polimbana ndi makontrakitala.
LG Energy Solution (poyamba: LG Chem; South Korea) ikugwira ntchito ndi General Motors, Hyundai, Volkswagen, Jaguar, Audi, Porsche, Ford, Renault ndi Tesla pa Models 3 ndi Model Y zopangidwa ku China. Chachitatu Panasonic ndi pafupifupi Tesla yekha ndipo wayamba mgwirizano ndi mitundu ina angapo (Toyota, mwachitsanzo).
BYD ilipo mu magalimoto a BYD, koma mphekesera zimamveka kuti zitha kuwonekanso mwa opanga ena. Samsung SDI adakwaniritsa zosowa za BMW (i3), ma cellular SK Innovation Amagwiritsidwa ntchito makamaka mu Kia ndi mitundu ina ya Hyundai. Gawo la msika pakati pa lithiamu iron phosphate ndi nickel cobalt (NCA, NCM) maselo ndi pafupifupi 4: 6, ndi maselo a LFP akungoyamba kufalikira m'magalimoto onyamula anthu kunja kwa China.
Izi zingakusangalatseni:
