Tesla sample, BYD opening: “Catfish” Revelation CTC battery solution

Tesla sample, BYD opening: “Catfish” Revelation CTC battery solution

Although it was surpassed by countless peers trees as targets and threatened, the technological changes led by Musk and Tesla are still bright lights in the smart automobile industry.

On March 22, the Tesla Berlin plant will officially start production. As Tesla’s first factory in Europe, in addition to speeding up Tesla’s order delivery in Europe, the Berlin plant is more important. Integrated die -casting body technology, 4680 battery and CTC battery body integrated technology.

Among them, the integrated CTC battery body integrated technology that is regarded by the outside world as a technical change is also in the gradual exposure of Berlin Model Y and BYD seals and zero -run C01, which has received greater attention.

CTP’s super change form

The so -called CTC, that is, Cell to Chassis, can be simply understood as the battery directly installed on the chassis.

“The old -fashioned flashlight is a metal shell, which is a standard battery. The metal shell is both the shell that the battery is accommodated and the structure of the flashlight. In the flashlight (non -CTC). “The person in charge of a Chinese brand new energy technology was such an analogy in an interview with the ox cart.

Generally speaking, new energy vehicle power batteries from small to large assembly are: battery cell-module-whole packet battery (PACK), battery string parallel to module, module string parallel to PACK, plus power distribution, add power distribution Module, battery management system (BMS), etc., constitute a complete PACK from hard and software.

(Improved from the electrical momentum “Battery Packal Technology Development Path: From CTP to CTC”, invading and deleting)

Before the CTC scheme, the cutting -edge mass production solution was CTP (Cell TP Pack), and the moduleless technology. BYD blade battery is the most well -known application of CTP technology.

By canceling the module design, CTP technology directly sets the battery pack into a battery pack, and the battery pack is integrated as part of the vehicle structure parts on the body floor.

This method reduces the side plates, end plates (module structure parts) of the module itself, and materials such as beams, longitudinal beams (battery packaging support structures) that are originally used to separate modules and help modules. Great simplification, the use of space is released, the battery capacity of the same size can be expanded, and the quality of the battery pack has been reduced, thereby bringing the battery energy density increase and cost reduction.

According to the data released by BYD, under a certain amount of volume, the energy density of the blade battery is 50%higher than that of the traditional iron phosphate battery, and the cost cost has decreased by 30%.

From the perspective of the CTC solution, the box of the original battery system is merged with the body structure. The body floor is used as a battery cover, or the battery pack has an independent upper cover instead of the body floor.

Cui Dongshu, Secretary -General of the Federation, pointed out: “CTC technology is a relatively strong integrated technology, which enables the battery energy density to improve more effectively, and the vehicle design is more lightweight. It is a better thing for car companies, and it also makes the car and battery design more effective. “

Tianfeng Securities’s opinion believes that the CTC solution is an important development direction of the future technology of electric vehicle battery sets. With the improvement of electric vehicles for convenience and lightweight, CTC will gradually become an important direction for technology research and development and application.

According to the data of a CTC integrated chassis manufacturing company, its 1.0 product can achieve a body weight by 15%, and the cost will be reduced by 20%.

Tesla sample, BYD opens

Throughout all potential players at home and abroad, the closest to mass production is still the “pioneer” Tesla.

During the Giga Fest event held in the Berlin factory last year, Tesla displayed the 4680 Structural Battery (CTC) solution -4680 battery package canceled the module design, the battery was densely discharged in the vehicle chassis, and the battery “cover” shoulder shoulder shoulder shoulders the battery “upper cover” shoulder shoulder shoulder shoulder the battery “upper cover” shoulder shoulder shoulder shoulders the battery “upper cover” shoulder shoulder shoulder shoulder the battery “upper cover” shoulder shoulder shoulder shoulder the battery “upper cover” shoulder shoulder shoulder shoulder the battery. The sealing battery and body floor are two functions, and the seats can be installed directly on the battery pack.

(4680 Structural Battery schematic diagram, derived from Inside EVS)

After the CTC solution is adopted, the battery pack has higher requirements as the rigidity and thermal discharge management of the structural parts.

A Power battery patent “Integrated Energy Storage System (Patent Number of US 2021/0159567 A1)” released from Tesla’s June last year. At the same time, the support of structural support plays the role of thermal protection; in terms of thermal discharge management, it is equipped with 8 pressure -breaking valves on the side of the battery pack to open it when the thermal output is opened to reduce the risk of battery fire.

In addition, the batteries are changed to the BUSBAR connection; the snake -shaped tube layout is parallel to the direction of the bridge. By reducing the length of the snake -shaped tube to reduce the flow resistance, increase the cooling uniformity of cooling, etc., it also shows that the CTC technology of mass production CTC is also displayed. Preparation.

(4680 battery arranges, see the sources in the picture, see the lower right corner)

Last year, Musk announced that he would no longer attend the follow -up financial report. After only one quarter, the old horse appeared at the 2021Q4 financial report meeting because he had to update the product route chart. Without the release of a new car, only the first batch of Model Y in the first batch of 4680 Structural Battery (CTC) schemes.

In a replies to be drowned, Musk mentioned that “the structure battery of the new Model Y will be another level of products.”

And on the hot soil of China that is most likely to stir up after the Tesla CTC technology is mass -produced–

In the Ningde era, the world power battery giant that was not allowed to take out mature products in 2025.

At the end of last year, Zeng Yuqun revealed that the CTP technology of Ningde Times has been upgraded to the third generation, and around 2025, the Ningde Times will launch the fourth -generation highly integrated CTC battery system. By 2028, it is planned to upgrade to the fifth -generation intelligent CTC electric chassis system.

BYD, the layout of the battery technology, the complete layout of the entire industry chain, and the first brother of China’s new energy vehicle, but inadvertently revealed that the seal will be equipped with this latest technology in an unofficial caliber. Even at an important moment released by the E platform 3.0 before, it was only brought by this point with “battery body integration”.

As a result, from the official caliber, the first to eat crabs among domestic manufacturers will be a zero -run C01. C01 will be released on the eve of the Beijing Auto Show. The current prefix is ​​”the first mass production model with the CTC scheme”.

From the perspective of other international car companies, Volkswagen and Volvo have also begun to have a layout -Volkswagen announced on Power Day last year that it will mass -produce standard battles in 2023. At the same time, the battery system structure is optimized by CTP and CTC; And Volvo is confirming that the CTC process is introduced in a new battery factory built with NorthVolt.

where is the road?

Such a futuristic technology is really the only Tesla family in fact.

Industry insiders told the ox cart network that the CTC solution is the overall solution in the technical system, and the direction is right, but there are three major difficulties in the current way: one is that the standard needs to be broken, otherwise the battery system certification cannot be done; The design needs to be changed; the third is that the vehicle production process needs to increase the battery installation and detection, which is not before.

At present, domestic OEMs are actually trying to step by step along these three difficulties.

R & D personnel of a domestic OEM CTC solution told the ox cart network that Tesla has now landed. Although (their own CTC solution) samples have been sent out, there is still a gap between the real CTC- “Although although although although Speaking of CTC, it is actually a bit of the shadow of CTP. Part of the work from P to C is just done by the OEM. “

The so -called “shadow of CTP” can be roughly understood that it is currently not “one step in place” to achieve the integration of the battery core, but the module to the chassis can be roughly realized.

At the same time, “the sample has been sent out” means that the OEMs do not blindly wait for the detection standards to be released. Innovation must be the first and standard products.

In addition, the aforementioned people in the industry also raised another problem to the ox cart, that is, the relationship between the binding and binding between the OEM and the battery plant.

He believes that the two directions from standardization and capacity will give birth to standardized battery cells, modules (for standardization) and customized battery cells (conducive to maximizing capacity).

From the perspective of the host factory, standardized battery cells or modules are conducive to unified industry specifications, and the security of the entire supply chain is more guaranteed; while standing at the perspective of large battery factories, customized battery cells can be bound to the OEMs, and the discourse words. The power will be higher.

It is not difficult to understand why the heads of new energy vehicles such as Tesla, BYD, and power batteries such as Ningde Times and LG Chemistry are robbing this track.

(The picture originated from Soochow Securities)

Finally, the industry view pointed out that CTC technology is the same, and the difference is that battery resources. If the battery is not standardized, there will always be a dilemma of binding and binding. In the future, the CTC of the entire vehicle may promote the standardization of the battery, because during the design process, the OEM will consciously rely on standardization of the chassis.

Summarize:

In general, CTC is indeed an important direction for the development of battery technology solutions in the future, but only the old horses in the west can be realized at present, and there is no number. At the same time, the industrial upstream and downstream reconstruction brought by the new scheme, the wrestling power of the OEMs, the battery plant, and the targeted detection standards are all large -scale landing in the future, and the new problems of the parity of power batteries and the lightweight body.

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