CATL confirms supply of M3P batteries to Tesla

CATL confirms supply of M3P batteries to Tesla

On the evening of August 3, CATL is top 10 power battery companies in the world will supply Tesla with M3P batteries in the fourth quarter of this year.
 
The battery pack will reach 72kWh and will be mounted on Model Y models. This version of Model Y will be available early next year.
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What is M3P battery

The M3P battery appeared in the public eye for the first time. It was mentioned by Zeng Yuqun, chairman of CATL, in a fixed increase financing roadshow in February this year. Last month, CATL revealed that the M3P battery has been mass-produced and will be introduced to the market next year. According to reports, the M3P battery is a battery developed by CATL based on a new material system. Its energy density is higher than that of lithium iron phosphate, and its cost is better than that of ternary lithium battery.

Many people speculate that M3P batteries are lithium manganese iron phosphate batteries, but according to the survey minutes published by CATL, M3P is not lithium manganese iron phosphate batteries. It also contains other metal elements, so it is called the ternary of the phosphate system internally in the CATL.

The lithium manganese iron phosphate battery is an improvement on the lithium iron phosphate battery

The lithium manganese iron phosphate battery (LMFP) is an improvement on the lithium iron phosphate battery (LFP). Adding manganese element to the currently used lithium iron phosphate positive electrode material can be made into a lithium iron manganese phosphate positive electrode material, which is used to manufacture a lithium manganese iron phosphate battery.

There are two technical routes for lithium iron manganese phosphate batteries: one is to use 100% lithium iron manganese phosphate material as the positive electrode, and the other is to dope the lithium iron manganese phosphate material with other materials such as aluminum or magnesium to make the positive electrode.

It is reported that the cathode material of CATL’s M3P battery is a ternary material of phosphate system doped with metal elements such as magnesium, zinc, aluminum, and lithium manganese iron phosphate material, which is used to improve the charge and discharge capacity of lithium iron manganese phosphate battery. and cycle stability.

According to industry insiders, the energy density of M3P batteries is about 15% higher than that of lithium iron phosphate batteries, up to 210 Wh/kg, and the cost is comparable to that of lithium iron phosphate batteries; the lithium manganese iron phosphate materials used will be supplied by German Nano, the latter It is planned to put into production 110,000 tons of lithium iron manganese phosphate materials in the second half of this year.

The cathode material of CATL’s M3P battery is a ternary material of phosphate system doped with metal elements.

Car companies quickly respond to the new battery technology of CATL

The chief scientist of CATL said that CATL will divide new energy vehicles into three market segments: 1000km battery life, 700km battery life and 300-500km battery life. In the 1000km market, Kirin + high nickel ternary and low silicon are used; in the 700km mainstream market, M3P cells + Kirin battery structure; in the 300-500km economical market, Kirin battery structure + Na-ion battery is used.

Kirin battery is the third-generation CTP battery pack technology released by CATL on June 23 this year. By improving the structure of the battery pack, the space utilization rate of the battery pack is increased from 56% to 72%, and 16% more batteries can be installed in the same space than before, and the energy density can reach 255Wh/kg. After the release of the Kirin battery, many car companies have forwarded the official Weibo of CATL to interact with each other. It has been confirmed that Li Auto, Avita, Nezha Auto and Lotus will be the first to be equipped with Kirin batteries.

In terms of M3P batteries, Tesla has twice released information that it is optimistic about manganese-based batteries. In June this year, it was reported in the market that Tesla will launch a 72-degree lithium iron manganese model this year, which is expected to be launched next year. It is now in early August, and it has been confirmed that a new version of Model Y equipped with M3P batteries will be launched, indicating that Tesla’s choice of battery technology route will not be groundless.

Kirin battery is the third-generation CTP battery pack technology released by CATL on June 23 this year.

And after Tesla completes the sample test, it generally only takes 3 months from the purchase of the battery to the final mass production.  In addition, it was revealed that Tesla is also deploying lithium iron manganese phosphate batteries internally, but the development cycle is long, and Tesla will first purchase lithium iron manganese phosphate batteries from suppliers.

This implies two important pieces of information: First, starting from 2023, Tesla may phase out the current 60 kWh battery, and a certain version or the entire line will cut the 72 kWh battery. For many new energy car companies, they are faced with a choice of whether to follow or not; The second is that since Tesla has always been optimistic about manganese-based batteries, and it is also researching lithium iron manganese phosphate batteries, it means that in addition to the M3P batteries of the CATL, other battery companies also have huge opportunities. Of course, the premise is that you have lithium iron manganese phosphate battery .

Obviously, in general, the field of power batteries will be the victory of lithium iron phosphate for a long time in the future, but in the long run, lithium iron manganese phosphate battery will gradually replace lithium iron phosphate batteries and become the mainstream battery technology route.

In general, the field of power batteries will be the victory of lithium iron phosphate for a long time in the future

Lithium iron manganese phosphate battery layout

At present, enterprises in upstream materials, midstream batteries, and downstream complete vehicles all have a layout in lithium iron manganese phosphate batteries.

Material side:

Including Defang Nano, Litai Lithium Energy (CATL is the largest shareholder), Changzhou Liyuan, Dangsheng Technology, Baichuan Co., Ltd., Zhongbei Materials, Jiangsu Hengchuang Nano, Tianjin Skoland, Guanghua Technology, etc. Enterprises are actively deploying lithium manganese iron phosphate materials.

Battery side:

In terms of electric vehicle battery companies, CATL is an M3P battery. Sunwoda and top 10 lithium iron phosphate power battery manufacturers EVE’s lithium manganese iron phosphate batteries have passed the battery pilot test in the first half of this year, and are sending samples to car companies for testing;

BYD’s Findreams technology began to purchase lithium iron manganese phosphate materials in small batches at the beginning of this year, and is currently in the internal research and development stage; Guoxuan Hi-Tech is still in the technical reserve stage, and there is no clear mass production plan. In terms of light battery companies, the two companies are mainly represented by Phylion Power and Tianneng Lithium Battery.

 Vehicle end:

At present, only two car companies, Volkswagen and Tesla, have publicly expressed their intention to make a layout. In addition, it is revealed that one of the technical directions of NIO’s self-developed batteries is lithium manganese iron phosphate batteries, and the technical route is similar to that of CATL’s M3P batteries.

Lithium iron manganese phosphate battery layout

Summarize

The technological innovation of power batteries is the key driving force for the upgrading of the new energy vehicle industry. Judging from the current overall situation, whether it is a sodium-ion battery, an M3P battery or a Kirin battery, it is undeniable that every technological innovation and upgrade in the CATL will push the industry forward. There are infinite possibilities in the future, and new power battery technologies will emerge in an endless stream, which is quite exciting!

Lucky Li
Lucky Li
My name is Lucky Li, and I have been engaged in the lithium battery industry for more than ten years. It has been 5 years since I started writing about lithium-ion batteries, I have a deep understanding of lithium-ion batteries, not only that, but also analyze and write according to the market in this field, and will continue to learn and research. I hope to provide help to everyone who is interested in the new energy industry.
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