Engineer at Chinese EV manufacturer
- Advantages and disadvantages of CTP (cell to pack) and CTC (cell to chassis) technologies, plus major players’ battery technology planning
- Qilin battery’s performance and structure, plus Svolt’s short-blade battery
- Major lithium battery equipment manufacturers’ product performance and competencies, winding vs stacking processes, plus connection and cooperation models between battery manufacturers and auto manufacturers
Could you briefly introduce the change in the structure of batteries, especially power batteries?
What are some mainstream battery manufacturers’ CTP technology development strategies? Are there any differences among them in this regard?
Qilin battery has been applied to the vehicles of Zeekr and Aito. How do industry participants and downstream auto manufacturers comment on the battery? What is their feedback on the battery?
You shared with us two CTC integration solutions, namely, integrating the battery pack to a chassis, which is more reliable and welding the battery cell shell to the chassis, which may be technologically more difficult. What is the reliability of the second solution? Do the two solutions have a difficulty in battery swapping?
Do you think the future for the application of Tesla’s 4680 battery and CTC integrated chassis is still vague?
Some reports compare the performance of Qilin batteries with 4680 cylindrical cells. Could you compare the two types of batteries in terms of range and safety?
Which manufacturers have started to build mass production lines for semi-solid-state and solid-state batteries? Is the overall performance of the products stable?
What do you think of the demand growth of pouch cells, cylindrical cells and prismatic cells in 2023?
Do you know the performance of Svolt’s jelly short-blade battery?
Are blade batteries and short-blade batteries classified as pouch cells? Is the structure of prismatic cells more complex?
The winding process is usually adopted in the manufacturing of most cylindrical cells. Do other batteries, such as prismatic cells, have advantages in the stacking process, and what are their advantages?
Does the stacking technology bring higher energy density compared with the winding process because it can utilise more space on pouch cells or prismatic cells?
Do you know about Svolt’s Fly Stacking technology for ultra high-speed stacking technology 3.0? Are there any improvements or differences between Svolt’s Flying Stacking and the stacking technology of its competitors?
Which equipment manufacturers produce cutting and stacking, Z-shaped stacking, lamination stacking and winding and stacking machines? Which equipment manufacturers are involved in this field?
As you mentioned, some South Korean companies dabble in stacking equipment manufacturing. Are there significant differences between domestic and overseas equipment in performance or quality?
You said that stacking equipment of both Lead and Yinghe Technology can meet the demand of battery manufacturers. In terms of product parameters and performance, will leading domestic equipment manufacturers such as Yinghe Technology and Lead develop better or will new players emerge to overturn the existing competitive landscape?
What do you think of the future development of Bozhon’s stacking machines and its market share dynamics?
How long is the cycle for battery or auto manufacturers to verify and test the product reliability of lithium battery equipment manufacturers, especially stacking machine ones?
People now pay attention to the iteration of anode materials. Have the proportions of artificial graphite and silicon-carbon anode materials changed? What are the specific changes?
People pay attention to lithium battery anodes which tend to use composite copper foils. Some people said that the polyethylene terephthalate copper foil will be a transitional solution before the testing result of PP (polypropylene) copper foils comes out. On the whole, market participants are more optimistic about PP copper foils. Do you agree with this?
Is there anything we haven’t covered yet? Do you have extra information to share with us?
Gain access to Premium Content
Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited