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As is well known, Tesla's batteries are composed of over 7000 No. 5 batteries, and Tesla uses Panasonic's 18650 batteries. The current safety hazards are quite high! The Tesla battery, which is composed of multiple small batteries, currently has unstable performance. It not only poses significant safety hazards, but also is prone to deformation during collisions. As long as one battery becomes loose and easily deformed, it may pose a major safety hazard such as an explosion.

So why is Tesla still using it despite knowing there are so many safety hazards and not choosing to use a single large battery in another way? We all understand that looking at problems requires a dialectical perspective. We cannot only focus on the shortcomings of Tesla batteries and ignore their inherent benefits.

Tesla's battery density is high, and compared to engines of the same volume, Tesla's batteries can store more electricity. Tesla not only sells batteries, but also technology, which is an electronic control technology for 7190 battery management. Similar to the Falcon rocket engine, it adopts a parallel method, and its electronic control technology for battery parallel connection has reached a relatively high level, which can ensure the stability of parallel connection, To prevent unnecessary problems from occurring, and in the event of battery damage, a Tesla battery composed of multiple small batteries only needs to replace a damaged section without the need to replace the entire one, which is not only convenient but also cost-effective!

In contrast to BYD, BYD's focus on battery development is on lithium iron phosphate, and its backwardness in the ternary aspect is the fundamental reason for its failure. In 2018, the subsidy standards for power lithium batteries required an increase in the capacity of power lithium batteries, so there is room for improvement in the ternary aspect. BYD has previously focused on lithium iron phosphate, and there is little research on the ternary aspect that does not meet the national subsidy standards, There has always been a situation of reverse pasting.

The era of new energy is a time of great competition in comprehensive strength. We cannot just focus on batteries and ignore other factors. We should start from a comprehensive perspective, stand on a good starting point, and approach various competitive products in the current market with a new perspective. Whether it is technology or energy, as long as we can make good contributions to society, there is always its usefulness. According to China Battery Network, due to the adjustment of the national financial subsidy policy for new energy vehicles, ternary batteries with higher energy density advantages have gained more favor from host manufacturers, and the rise of ternary batteries is mainly driven by the pure electric passenger car market. At present, the mainstream market of domestic lithium iron phosphate for electric buses is slowing down, while the proportion of passenger car market demand to the overall demand for electric vehicles is constantly increasing. In the future, the market share of ternary batteries will further expand.

Industry analysis shows that the production and sales of new energy vehicles in China were mainly driven by the passenger car market throughout 2018. It is expected that the production and sales of new energy vehicles will exceed 1.5 million in 2019, and passenger cars will still be an important driving force in driving the new energy vehicle market. Correspondingly, the total demand for ternary batteries in new energy vehicles may increase by 35% in 2019, and the dominant position of power lithium batteries will continue to consolidate.

According to the 2018 Recommended Model Catalogue for the Promotion and Application of New Energy Vehicles, the proportion of ternary lithium-ion batteries supporting new energy passenger vehicles reached 92.5%, which has already taken an absolute dominant position. Industry analysis shows that in order to obtain more financial subsidies, automotive companies mainly used ternary lithium-ion batteries with higher energy density in the power lithium-ion batteries of newly declared models in 2018, while iron phosphate lithium-ion batteries have gradually shifted to new energy passenger vehicles and other fields. This trend will continue in 2019.

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