Jaguar與三星SDI簽定了2170電池採購合約 - 電動車

原文連結：

https://goo.gl/LYQYau

原文內容：

Jaguar Inks Deals With Samsung SDI For Cylindrical 21700 Battery Cells

Jaguar Land Rover to use 21700 cylindrical cells.
According to Korea Times, Samsung SDI will supply lithium-ion batteries for
future Jaguar Land Rover electric cars.

Currently, the Jaguar I-PACE is equipped with pouch cells from LG Chem, but
it seems that JLR intends to try out Samsung SDI and the cylindrical type of
cells, the new 21700 format used by Tesla in the Model 3.

The cylindrical type apparently will be produced at the European factory in
Hungary, although Samsung SDI first needs to install a new production line
for the 21700. The Jaguar I-PACE is assembled near, in Austria – it’s not
yet known where the new models will be made.

“Samsung SDI fiercely competed with other battery makers including LG Chem
and Panasonic to win a contract from the British carmaker since last year.
The company declined to confirm, saying “we cannot offer information related
with our customer companies.””

“Samsung SDI is expected to initially supply EV cells of 5 gigawatt hours
(GWh) a year, which will be about 300 million cylindrical cells. Samsung SDI
is known to have battery manufacturing capacity of about 80 million cells a
month.”

5 GWh of cell production would be big jump for Samsung SDI. Such amount of
batteries would be enough for more than 55,000 90 kWh packs (I-PACE size).

Source: Korea Times

心得/說明：

簡略的說一下重點，目前Jaguar I-Pace 用的是LG 提供的袋狀電池

而從去年開始，LG、三星SDI 等多家電池廠商就一直在爭取新的合約

根據韓國時報的報導，最後Jaguar 選擇了三星SDI 提供的2170圓柱狀電池

I-Pace 是在奧地利附近的生產線組裝(預計年產1.3萬輛)

至於三星SDI 的2170電池產線其實還沒建好，預計會建在匈牙利工廠

一開始會有5GWh 的年產量，這大概可以給5.5萬輛 I-Pace 用(I-Pace 電池組為90kWh)



講到電動車產能問題，大家刻板印象都是Tesla 很糟，傳統車廠下來做是分分鐘超越

但其實傳統車廠並沒有那麼利害，也是需要時間去提升產能

I-Pace 年產1.3萬輛，是遠遠不及Model X 的5萬多輛，更別說現在的Model 3

而I-Pace 在19、20年還要交2萬輛車給Waymo

所以事實上全球一般買家兩年內只有6000輛I-Pace 可以買

電池、電池組產能更是一個限制住車輛產能的問題

很難找的到品質穩定又能大量供貨的電池廠商

最近發表的EQC 同樣具有產能問題

EQC 將會在德國不萊梅、中國北京製造

不來梅產能如何還沒查到

但在中國北京的年產只有1.5萬輛
https://i.imgur.com/V9Mg9iJ.jpg

這是工廠建成之後的整體產能，初期產能還會更低

傳統大車廠同樣也是需要時間才能提高其電動車產能，不過不會有太多人在意也是事實


註：EQC（車型代號N293）、EQA（車型代號H243）、EQB（車型代號X243）

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