Batiri min bɛ wele ko Solid State Battery? Teknoloji ɲɛfɔra
Salon sannifeere ɲɛmɔgɔ dɔ ye nkɔni sɔrɔ baarakɛnafolo lajɛ dɔ la. VP ye ɲininkali kɛ point blank: "Competitor ko solid state batteries ship 2027. Mun na aw bɛ litiyamu musaka gɛlɛya sisan?"
A ye nɛnɛ kɛ. A ma se ka jaabi di. Kalo saba o kɔfɛ, baarakɛnafolo tigɛra tilayɔrɔ fila la. Porozɛ min bilala etabali kan. Zanwuyekalo in na, kamiyɔn fila minnu tun bɛ u ka ɲɛmɔgɔya-asidi kurunba kɔnɔ, olu sara. Layini ka jigin sanga wɔɔrɔ kɔnɔ.
O VP ɲininkali bɛ na aw fana fɛ. Nin barokun bɛ o jaabi di i ma. A tɛ tekinoloji kalan ye. sɔsɔli min bɛ kisi boardroom dɔ ma.
Manufacturing Wall Mɔgɔ si tɛ kuma o kan
Batiri minnu bɛ kɛ cogo gɛlɛn na, olu bɛ elektrɔli jilama ɲɔgɔn falen ni fɛn gɛlɛnw ye. Paper kan: fanga hakɛ bɛ caya siɲɛ fila, chargement teliya, tasuma farati tɛ. Samsung SDI ye 500 Wh/kg sɛgɛsɛgɛli jira san 2024. Toyota sɛgɛsɛgɛli mobili ye kilomɛtɛrɛ 1205 gosi.
Sisan, o kunnafonidisɛbɛnw bɛ min to yen, o filɛ nin ye.
Elektɔroliti gɛlɛnw lamini janya: mikron 20. Walasa ka kunnafoni sɔrɔ, hadamaden kunsigi bɛ boli mikron 70 na. Ni mikron 20 ye, kari min tɛ ye ɲɛ na, o bɛ selilɛri faga siɲɛ 50 kɔnɔ. KLA Corporation bɛ sɛgɛsɛgɛlikɛminɛnw dilan batiri iziniw kama. U ka ɛntɛrinɛti sɛbɛnw bɛ gɛlɛya jɔnjɔn ɲɛfɔ: elekitoroli jilama bɛ woyo ka fiɲɛw lamini, a yɛrɛ- bɛ ɲɔgɔn sɔrɔyɔrɔw kɛnɛya. Fɛn gɛlɛnw bɛ kari ka to ka kari (kla.com).
Sulfure électrolytes bɛ na ni fɛn dilanni farati ye min bɛ to izini kogow kɔnɔ. Sulfure (sulfide) faralenw bɛ sulfure d’hydrogène bɔ ni u magara ji la. H2S bɛ mɔgɔfagala hakɛ gosi ni 500 ppm ye. Sɛnɛfɛnw dilanni bɛ so jalenw de wajibiya nɛnɛ hakɛ -40 degere. Sinuwa NDRC ka izini ka kunnafoni dɔ y’a jira ko sulfure électrolyte musaka bɛ tali kɛ 5x jilama wɛrɛw la, minnu mago bɛ mɛtɛrɛ tɔni 100.000 seko la sanni sɔrɔko ka baara kɛ (batterytechonline.com).
O seko in tε yen. Izini minnu bɛna o seko in jɔ, olu tɛ yen. Cakɛda min bɛ kɛ ka o iziniw balo, o tɛ yen. Nin tɛ ɛntɛrinɛti gɛlɛya ye min bɛ ɲɛnabɔ baarakɛ dɔgɔkun labanw fɛ. Nin ye izini ekosisɛti bɛɛ ye min ma jɔ fɔlɔ.
Mun na Toyota bɛ to ka waati dantigɛlenw tunun
Layidu fɔlɔ : 2020. O kɔfɛ 2023. O kɔfɛ 2026. Sisan layini ofisiyali : 2027-2028 pilot batch, volume real around 2030.
Bob Galyen ye fɛɛrɛtigɛ boli CATL la sanni a ka lafiɲɛbɔ. A ka IEEE Spectrum ɲininkali kɔnɔ, n ye izini jateminɛ lakika min kalan, o bɛ sɔrɔ. Porogaramu solide si ma tɛmɛn a bɛ min wele ko "sariya sanu duuru" tiɲɛni : lakana, baarakɛcogo, ɲɛnamaya, musaka, sigida. Waati bolodacogo dantigɛlen k’a ta piloti siratigɛ la ka se sɛnɛko seko ma : san wolonwula dɔgɔyalenba (spectrum.ieee.org).
Nin ye sannifeere jatebɔ ye min nafa ka bon. Hali ni Toyota ye piloti batchw ci san 2028, allocation bɛ taa min? EV cɛɲiw $150.000 minnu bɛ $600-800/kWh batiri musaka minɛ. A tɛ $30.000 forkliftw ye. Industriw ka baarakɛminɛnw ye layidu ta san 2032-2035 lamini na ka kɛɲɛ ni IDTechEx ka fɔtaw ye.
Aw ka lead-asidi ladonni wari tɛ jɔ san duuru kɔnɔ ka aw to makɔnɔni na.
I ka CFO bɛ jateden wɛrɛw ye ka tɛmɛ i kan
Fleet musaka sɛgɛsɛgɛli fanba bɛ tɛmɛ 60-70% kan musaka yɛrɛ la. Batiri sɔngɔ sigilen bɛ layini kelen kan. Fɛn tɔw bɛɛ bɛ dogo baarakɛnafolo kode tan danfaralenw kɔnɔ.
N ye kiliyan dɔ dɛmɛ Kentucky ka u ka jatew jɔ kokura salon. U tun b’a miiri ko min ye plɔmu-asidi ni litiyamu sumalen nɔgɔman ye, o jiginna ka kɛ kiritigɛlaw ka jatebɔ wale ye. U ka "batiri musaka" layini y'a jira ko $22K san o san kamiyɔn 20 ka kurunba dɔ kama. Tiɲɛni bɛɛ lajɛlen tuma min na an ye ladonni baarakɛlaw sama ka bɔ HR ka baarakɛnafolo la, kuran danfara ka bɔ yɔrɔw ka baarakɛnafolo la, batiri so HVAC ka bɔ izini ops baarakɛnafolo la, OSHA ka sariya labatoli minɛnw ka bɔ lakana baarakɛnafolo la: $67K.
CFO tun ma deli k’a ye ko o musakaw farala ɲɔgɔn kan. A y’o kɛ tuma min na, litiyamu jagokɛla ka ko y’a yɛrɛ sɛbɛn.
I ka ko bɛna kɛ danfara ye fɛn kɛrɛnkɛrɛnnenw na. Nka misali bɛ to sen na : batiri musaka yelen bɛ n’a sɔrɔ 30-40% jira musaka lakika la. I ka sosiyete kɔnɔ mɔgɔ dɔ b’a dɔn tɔw bɛ dogo yɔrɔ min na. A ka c’a la, depo ɲɛmɔgɔ de bɛ bolonɔ bila ladonni waati tɛmɛnen na, walima facilities guy min bɛ kuran wari sara.
| Fɛn min bɛ jira | Fɛn min bɛ sɔrɔ | A bɛ dogo yɔrɔ min na |
|---|---|---|
| Batiri sanni sɔngɔ | Yɛlɛma minnu bɛ kɛ ka fɛnw falen (1-2x san 5 kɔnɔ ni plɔmu-asidi ye) . | Kapitali baarakɛnafolo, nafolo san danfaralen |
| Ladonni bolodalenw | Dilan minnu ma boloda, baara kɛlen kɔfɛ-lɛrɛw kɔnɔ | HR ka waati tɛmɛnen kodew |
| Charge minɛnw | Chargement so HVAC, fiɲɛbɔyɔrɔ | Facilities baarakɛcogo baarakɛnafolo |
| Kuran tilennen | Nafa sɔrɔli bɔnɛ (80% ni 95%+) . | Utility fatura faralen ɲɔgɔn kan |
Jateden kelen min bɛ mɔgɔw kabakoya tuma bɛɛ : ka so ka sqft charge. 500+ sqft kɛ kamiyɔn 20-kamiyɔn 20-sidi plɔmu, min bilalen bɛ batiri marali n’a jiginni kama. O ye depo yɔrɔ ye min bɛ sɔrɔ zeru la. Yɛlɛma ka kɛ litiyamu ye, o so bɛ kɛ fɛnw tigɛyɔrɔw ye.
Jaabi cogo "Mun na an tɛ Solid State makɔnɔ".
I ka VP bɛ o ɲininkali kɛ, kana sɔsɔli kɛ tekinoloji kan. U t’u janto o la wa u hakili tɛna to o la.
Aw bɛ faratiw karamɔgɔya wuli o nɔ na.
"N'an ye litiyamu baarakɛnafolo sɔn san 2026, solid state sera san 2028, an ka dɛsɛ ye mun ye? Litiyɔmu bɛ to ka boli san 6-8 wɛrɛ. An bɛ ɲinɛ tekinoloji kura la san fila ni tila. A bɛ mɔgɔ dimi nka a bɛ se ka kisi."(Alimankan na)
"N'an ye san 2026 makɔnɔ, solid state bɛ kɔfɛ tugun ka se san 2029 walima 2030 ma, an ka dɛsɛ ye mun ye? San fila wɛrɛ ladonni joli bɛ bɔ. Sɔrɔdasi minnu ye fɛn caman tigɛli kɛ san 2024-2025, sisan olu bɛ baara musakaw dɔgɔya 15%. An b'a ɲɛfɔ tɔnba ye mun na an y'a sugandi ka makɔnɔni kɛ waatibolodalen kan min jiginna siɲɛ naani kaban."(Alimankan na)
A to u k’a sugandi farati min ka fisa u ma ka kɛ u yɛrɛ ta ye.
Client dɔ ye nin fɛɛrɛ in ta ka taa ɲɛmɔgɔba dɔ fɛ min tun bɛ sigasiga, ɔkutɔburukalo tɛmɛnen. CEO ka jaabi : "O tuma na fɛ, i b'a fɔ n ye ko ɲɛnajɛko juguya sisan bɛ se ka ɲɛnabɔ, wa makɔnɔni nafa ye ko an bɛ bin ɲɔgɔndankɛlaw kɔfɛ wa?" Client ko ɔwɔ. CEO ye baarakɛnafolo in sɔn o dɔgɔkun in na.
Politiki tulon min b’i lakana cogo fila la : ka minɛnw 60% sɛmɛntiya sisan, minnu fanga ka bon-, ka 40% mara batiri kɔrɔw kan walasa ka sɔngɔ dɔgɔyali ban, ka baarakɛnafolo kuncɛyɔrɔ mara san 2028 fɛɛrɛ kuraw kama. Fɛn o fɛn bɛ Kɛ ni solide state ye, i bɛ Se k'a Jira ko o desizɔn in ye "staged conversion with technology hedge" ye. Lafasali bɛ Se ka Lafasa sira o sira fɛ.
Solid State Fixes min bɛ vs i mago bɛ min na tiɲɛ na
EV dilannikɛlaw bɛ fanga density nɔfɛ bawo range anxiety bɛ mobili feere $80.000 sticker sɔngɔ la. O jate tɛ 'yɔrɔ Lase forokiliw ma.
Aw ka minɛnw bɛ boli fɛnmarayɔrɔ dɔ kɔnɔ min janya ye mɛtɛrɛ kɛrɛnkɛrɛnnen 200.000 ye. Dantigɛli tun tɛ fanga seko bɛɛ lajɛlen ye abada. Dantigɛli ye ko baarakɛlaw bɛ se ka sara dɔ minɛ tilelafana lafiɲɛbɔ waati, ni BMS bɛ filiw fili sɔgɔma 2 waati ni mɔgɔ si t’a kɔlɔsi, ni feerekɛla bɛ telefɔni ta ni fɛn dɔ karilen don.
LiFePO4 min bɛ 160 Wh/kg la, o bɛ shift-break chargement fine minɛ. Solid state layidu talen 400 Wh/kg bɛ gɛlɛya dɔ ɲɛnabɔ i tɛ min na.
Sikili ɲɛnamaya fɔlenw fana bɛ o maana ɲɔgɔn fɔ. Solid state promotional materials bɛ 10,000+ sɛgɛsɛgɛliw fɔ. O hakɛ bɛ bɔ laboratuwari cogoyaw la: degere 25 sabatilen , chargement rates contrôlées, vibration zero. LiFePO4 bɛ cycle 3000-5000 kɛ depo sigida lakikaw la ni funteni jiginni ye, buguri, forokiliw ka ɲɔgɔn gosi, baarakɛlaw minnu tɛ chargement protocoles jate. Foro kunnafoniw minnu bɛ bɔ minɛnw na minnu bɛ baara la kabini san caman, olu bɛ laboratuwari ka jateminɛw gosi ka bɔ minɛnw na minnu ma ci fɔlɔ.
Lakanali sumani nafa ka bon kosɛbɛ. O chimie fila bɛɛ bɛ tasuma farati ban min bɛ NMC ni NCA kɔnɔ. LiFePO4 ka nɛgɛ-fositɛri jɔcogo tɛna oksizɛni bɔ funteniko kɛlenw na. Tasuma tɛ se ka a yɛrɛ-sɔrɔ. Solid state bɛ o nɔ kelen sɔrɔ chimie (kimiki) suguya wɛrɛw fɛ. Danfara: LiFePO4 bɛ ni san tan ye a dilanni tiɲɛni na. Solid state bɛ ni pilot line samples ye.
Semi-Solid: Teknoloji walima Jago suguya?
NIO 150 kWh pake bɛ baara kɛ ni WeLion semi-selilu gɛlɛnw ye. MG4 semi-solid version min bɛ ci Sinuwa jamana na. Ninnu ye fɛn lakikaw ye i bɛ se ka minnu san.
Semi-solid bɛ jilama walima jeli yɔrɔw mara ka sɔrɔ ka fɛn gɛlɛnw fara a kan. Fɛn dilanni bɛ to ka surunya layini kɔrɔw la, o de b’a ɲɛfɔ mun na o fɛn ninnu sera sugu la sanni u ka kɛ solide dafalen ye. Sɔngɔko bɛ boli 30-50% sanfɛ litiyamu-ion min bɛ se ka suma ɲɔgɔn ma.
Nin ye due diligence ɲininkali ye sannikɛlaw fanba bɛ min tɛmɛ. "Semi-solid" tɛ ni izini ɲɛfɔli sariyalen ye. Batiri o batiri ni a yɔrɔ gɛlɛnw bɛ se ka o kuma fɔ. Ni feerekɛla dɔ ye semi-solid pitch, aw bɛ fɛn kɛrɛnkɛrɛnnen saba ɲininka:
- Elektɔrolikiw bɛ cogo jumɛn na tigitigi? N'u ko "propriétaire", push for chemistry family at minimum.
- Sikili joli de tiɲɛna, ani cogoya jumɛnw na? Grid storage cycling bɛ danfara pewu ni mobili minɛnw degunw ye.
- Foro bilali jate ani a kuntaala? Piloti installations minnu bɛ bɔ san 2024 la, olu t’a fɔ i ye min bɛ kɛ san sabanan na.
A ka c’a la, jaabi minnu tɛ jɛya, olu b’a jira ko fɛɛrɛ kuraw labɛnnen don cogo jɛlen na. Fɛn dilanbaga minnu dalen bɛ u yɛrɛ la, olu bɛ ni kunnafoniw ye. Fɛn dilanbagaw minnu bɛ ka a jateminɛ hali bi, lakalifɛnw bɛ olu bolo.
Mun na Polinovel bɛ to LiFePO4 kan
A tɛ kɛ bawo an tɛ se ka chimie kuraw nɔfɛtaama. An ka ɲininikɛla jɛkulu ye solid state yiriwali kɔlɔsi kabini san 2019. An bɛ jɛɲɔgɔnyaw mara porogaramu piloti caman kɔnɔ.
An tɛ pilot-stage fɛɛrɛ feere sɛnɛfɛnw dilanni sigidaw ma bawo an ye min kɛ ni mɔgɔ wɛrɛw y’o kɛ, an y’o kɔlɔsi.
2023 sàn cogoya : kiliyan y'a Jira ka batiri "quasi-solid" dɔ kɔrɔbɔ ka Bɔ feerekɛla dɔ fɛ min ka mobili OEM ɲɛfɔli kabakomaw tùn b'a bolo. Unit bi duuru bilala sen kan AGVw kan. Kalo saba o kɔfɛ, unit 15 bɛ BMS filiw fili. Unit 8 tun tɛna wari sara. Fournisseur ka jaabi: "n'a sɔrɔla shipping tiɲɛni" ani "software patch coming." Client ka production line bɛ ka dɔgɔya AGVw kan, ka $40K bɔnɛ don o don.
Resolution: o fournisseur taara jukɔrɔ. Client nana an fɛ, ka fɛn bɛɛ bila LiFePO4 nɔ na, ka kalo wolonwula poroze latɛmɛni dun ka fara sanni fɔlɔ musaka jiginlen kan.
O ko kɛlen de y’an jɔyɔrɔ sɛmɛntiya. Ni solid state kɔgɔra ka se industrial-grade reliability ma, n’a sɔrɔla 2031-2033 range, an bɛna a di. Fɔ ka se o waati ma, i ka fɛn dilanni sira tɛ an ka beta sɛgɛsɛgɛli yɔrɔ ye.
Aw bɛ o wele ko conservateur ni aw b’a fɛ. N b’a wele ko layidu minnu tɛ an bolo, an tɛ se ka olu dafa.
Ka Nin Taa ɲɛfɛ
I bɛ nin kalan kun fila dɔ la kelen de kosɔn. I bɛ baarakɛnafolo sɛrɛkili la min bɛ baara la, wa i mago bɛ marifaw la walasa ka kɔnɔna sɔn, walima i bɛ ɲinini kɛ ka kɔn san nata bolodacogo ɲɛ.
Ni aw bɛ budget cycle active kɔnɔ, teliya nafa ka bon. Aw ye kurunba kunnafoniw ci sales@polinovelpowbat.com ma ni barokun ye "2026 jiginni sɛgɛsɛgɛli." Mako bɛ: kamiyɔn jate, shift cogoya, batiri chimie sisan, depo yɔrɔ. An bɛna TCO sangaɲɔgɔnma boli ka segin ka modɛli dɔ ci i bɛ se ka min ladilan ani k’a jira kɔnɔna na. A bɛ kɛ cogo min na, o bɛ kɛ sanga 48 kɔnɔ.
N’i bɛ ɲinini dakun na, wale kelen min ka kan ka kɛ sisan: i ka ɲininkali kelen kɛ i ka sisan ɲɛmɔgɔ-asidi feerela la. "N'an b'a fɛ ka fɛn caman sɛmɛntiya ka kɛ litiyamu ye san 2027, yala aw bɛ jago-nafa di batiri kɔrɔw kan wa?" U ka jaabi, walima u ka sebaliya ka jaabi, o b’a fɔ i ye i jɔlen bɛ yɔrɔ min na n’u ye.
An ye kurunba caman sɛmɛntiya jamana 80+ kɔnɔ. A tɛ kɛ bawo an ye danfara ye feereli la, bawo an ka ɲi jatebɔ la ani batiri ROI jatebɔ fanba bɛ fɛn caman tigɛli fɛ n’i ye musakaw don minnu dogolen bɛ baarakɛnafolo sira wɛrɛw la.
Solid state waati bɛ Se a laban na. Fiziki b’a dɛmɛ. Sɔrɔko bɛna tugu siɲɛ kelen fɛn dilanni balansi. Nka fɛn dilanni bɛ balansi kɛ waatibolodalen dɔ kan min bɛ suman sanw kɔnɔ, a tɛ suman san saba kɔnɔ. I bɛ desizɔn minnu ta san 2026 kɔnɔ, olu ka kan ka baara kɛ ni fɛɛrɛ kuraw ye 2026 bɛ se ka minnu lase.
Nin jateden ninnu bɛ bɔ yɔrɔ min na:
Bob Galyen ka dantigɛli sariya duuru ani san wolonwula- waatibolodacogo: IEEE Spectrum ɲininkali, san 2024 laban na. Ni IEEE sɔrɔli bɛ i bolo, i k’a tɔgɔ ɲini ka fara "solid state production challenges" kan. Interview dafalen bɛ boli ka kɔrɔfɔ ka tɛmɛ n ye fɛn o fɛn fɔ yan.
KLA ka fɛn dilanni sɛgɛsɛgɛli : u ka siti kan, sɛbɛn jɛlen dɔ bɛ yen min bɛ da batiriw sɛgɛsɛgɛli gɛlɛyaw kan (kla.com, a bɛ sɛbɛnfura dafa). An y’a sama Awirilikalo tile 2025.
NDRC sulfide electrolyte musaka jateminɛw : kunnafoni fɔlɔ ye Sinuwakan-kan ye, BatteryTechOnline ye tubabukan kuncɛlen dɔ kɛ Ɔkutɔburukalo san 2025. 5x musaka caman ani mɛtɛrɛ tɔni 100.000 dantigɛli bɔra o yɔrɔ la.
IDTechEx solid state timeline: u ka san 2026-2036 jateminɛ rapɔɔri, min bɔra Ɔkutɔburukalo san 2025. Sanni sɔngɔ ye dɔrɔmɛ 5995 ye. An y'a san. Nisɔndiya ka ɲɛmɔgɔyaso kuncɛlen jira n’i bɛ ka ɲɔgɔn sanga ni jateminɛ wɛrɛw ye.
TCO ka kunnafonidilanw : izini gafe suguya caman i n’a fɔ lithiumlift.com ani ugowork.com ka ko kɛlenw. Kentucky kliyanw ka nimɔrɔw bɔra an yɛrɛ ka poroze dosiyew kɔnɔ, minnu tilalen don ni yamaruya ye walasa ka baro kɛ kunnafonidilanw bɛɛ lajɛlen kan.
N’aw ka kulu b’a fɛ ka ninnu dɔ sɛgɛsɛgɛ a yɛrɛma, aw ka aw bolo don aw bolo, an bɛna aw jira yɔrɔ kɛrɛnkɛrɛnnenw na.
