You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
With the demand for battery storage going up, I see many different solutions coming online as our ability to develop and test new technologies in just about everything is advancing at an ever accelerating rate due to the advances semis of all types have brought to the R&D environment combined with ever greater collaboration on a world wide scale. Some of these technologies for storing energy may be radical departures from the current solutions being developed.
Elon Musk mused that Tesla's batteries may eventually be two-thirds iron-based and one-third nickel-based across its products. 'And this is actually good because there’s plenty of iron in the world.'
I absolutely agree. There is a very clear path towards reducing costs of batteries.
In the short term you have LFP chemistry and cell to pack architecture, both already commercialized and in production at both Tesla and BYD. The next avenue for improvement is increasing electrode thickness, which is in the process of commercialization, but probably a couple more years away from full production. There are a number of potential manufacturing process improvements as well, so I think there is a clear path to 50% reduction in pricing over the next 5 years.
techcrunch.com