High nickelic ternary material is an irresistible trend,When will the NCM811 era come?

With the continuous development of the three-element battery technology market, the shortage of Lithium, Cobalt and other resources is brought. In particular, the small supply flexibility of cobalt itself, and if mainstream manufacturers choose the route of NCM622, it will lead to a serious shortage of cobalt supply, which will force the new energy vehicle enterprises to develop towards the route of NCM811.
Since last year, the requirement for energy density of new energy vehicle power batteries has been increasing due to the increasing demand for mileage. Especially in China, the subsidy standard is directly linked to energy density, and the path of ternary material has become the common choice of mainstream battery enterprises. At the same time, with the price rise caused by the shortage of raw materials such as Cobalt metal, high Nickel ternary gradually becomes the development trend of power battery.
NCM811
According to the consumption proportion of Nickel, Cobalt and Manganese, the ternary battery can be divided into type 111, type 523, type 622 and type 811. In 2017, the power battery mainly consists of type 111 and 523, and it is estimated that type 622 and 811 will become the new trend this year and in the future. “At the moment, the transition from the type 523 to the type 622 is not significant, and the transition will be direct to the type 811.” The institute said.
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