Currently, the cathode materials, new energy vehicles using are mainly lithium cobalt oxide, ternary materials,
lithium iron phosphate and lithium manganese oxide.According to the Japanese lithium battery renowned research
institutions IIT latest statistics, lithium cobalt oxide market share has decreased significantly,The ternary material
market share has showed a rapid upward trend, lithium iron phosphate and lithium manganese oxide market share
has expanded.
It is understood that,Japanese and Korean companies in the field of lithium ternary materials occupy the
commanding heights,Tesla also tap new energy vehicles using Panasonic battery customize ternary material,
Ternary material benefit from cost control,There are still over 30% of the cost has dropped significantly.With
the high energy density of the ternary material,Relatively low cost advantage,Expected number of foreign firms,
The next 3-5 years,High-power battery ternary materials will was in short supply situation.