The non-Chinese lithium-iron battery market takes off, Taiwanese factories raise troops for thousands of days to use at this time | Anue Juheng-Juheng New Vision

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As Tesla (TSLA-US) announced that the global standard battery life version of cheap cars will introduce lithium iron phosphate (LFP) batteries, other major manufacturers have also followed up. When large factories go to the United States to set up factories, they may have doubts. The orders will be taken by non-Chinese lithium iron phosphate battery manufacturers. By then, Taiwanese battery materials manufacturers are expected to follow the market growth.

According to the industry, due to the subsidy policy of the Chinese government in the past, local players used low prices to grab the market and grasp the global lithium iron phosphate battery market. In order to consolidate their own supply chain, they also supported a large number of battery material players, including positive electrode, negative electrode, and separator. Membrane and electrolyte, etc., affected many companies in bankruptcy, bankruptcy or consolidation at that time.

Taking lithium iron phosphate cathode materials as an example, there are only two non-Chinese players, including Taiwan-based Likai-KY (5227-TW) and Japanese-based Sumitomo. Among them, Likai-KY The addition of a number of European, American and Japanese customers highlights the trade war between the two major countries, which has ushered in the dawn of non-Chinese industry players.

In recent years, due to the high pressure of low-price competition in China, Likai has turned to the European, American, and Japanese markets, especially in Northeast Asia. After many years of cooperation, it has officially entered the third phase of verification. It is expected that the customer will be expected to enter the fourth phase. Formal mass production, and the product life cycle is estimated to be more than 15 years.

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In addition, since Tesla has successfully introduced lithium iron phosphate into Chinese affordable cars, such as Model 3 and Model Y, due to the recent strong increase in the price of precious metals such as nickel and cobalt, in order to alleviate the pressure of rising costs, it also intends to promote this model to the global market. , Driving the rapid growth of the overall lithium iron phosphate market.

Even Daimler, a group of Mercedes-Benz, also announced that it will introduce lithium iron phosphate batteries into entry-level cars, so as to avoid the pressure of rising ternary battery prices and meet consumers’ demand for more affordable prices. The industry is optimistic that electric vehicles will be introduced in the future. Use battery life as a watershed for parity and high-end price bands. Among them, the use of lithium iron phosphate for parity or entry-level cars will become a trend.

In addition to Likai-KY from Taiwanese factories, Shuohe (3691-TW), Rongtan (6555-TE), China Carbon (1723-TW), and Juhe (6509-TW), which have been working hard for a long time, are also expected to eat. Business.


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