Ihuriro ry’amashanyarazi y’amashanyarazi mu Bushinwa (“Battery Alliance”) ryasohoye amakuru yerekana ko muri Gashyantare 2023, Ubushinwa bwashyizeho ingufu za 21.9GWh, bwiyongereyeho 60.4% YoY na 36.0% MoM.Batteri ya Ternary yashyizwemo 6.7GWh, bingana na 30,6% yubushobozi bwose bwashyizweho, kwiyongera kwa 15.0% YoY na 23.7% MoM.Litiyumu ya fosifate ya batiri yashyizwemo 15.2GWh, bingana na 69.3% yubushobozi bwose bwashyizweho, kwiyongera kwa 95.3% YoY na 42.2% MoM.

Duhereye ku makuru yavuzwe haruguru, dushobora kubona ko igipimo cyalithium fer fosifatemuri rusange yashizweho shingiro yegereye cyane 70%.Indi nzira nuko, yaba YoY cyangwa MoM, umuvuduko wa batiri ya lithium fer fosifate yihuta cyane kuruta bateri ya ternary.Ukurikije iyi nzira igana inyuma, lithium fer fosifate ya batiri isoko ryisoko ryashizweho rizarenga 70%!

Hyundai irimo gutekereza ku gisekuru cya kabiri cya Kia RayEV mu gutangira gukoresha bateri ya Ningde Time lithium-fer fosifate, izaba Hyundai ya mbere yatangijwe na batiri ya lithium-fer-fosifate ku binyabiziga bikoresha amashanyarazi.Ntabwo aribwo bufatanye bwa mbere hagati ya Hyundai na Ningde Times, kuko Hyundai yabanje gushyiramo bateri ya lithium ya ternary yakozwe na CATL.Nyamara, selile ya batiri yonyine niyo yazanywe muri CATL, kandi modules hamwe nububiko byakorewe muri Koreya yepfo.

Amakuru yerekana ko Hyundai izanamenyekanisha ikoranabuhanga rya "Cell To Pack" (CTP) rya CATL mu rwego rwo gutsinda ingufu nke.Mu koroshya imiterere ya module, iri koranabuhanga rirashobora kongera imikoreshereze yububiko bwa batiri 20% kugeza 30%, kugabanya umubare wibice 40%, no kongera umusaruro 50%.

Itsinda ry’imodoka rya Hyundai ryegukanye umwanya wa gatatu ku isi nyuma ya Toyota na Volkswagen hamwe n’igurisha ku isi yose hamwe ryaguzwe hafi 6.848.200 mu 2022. Ku isoko ry’Uburayi, Hyundai Motor Group yagurishije miliyoni 106.1, iza ku mwanya wa kane n’umugabane wa 9.40%, bituma iba uruganda rwimodoka rwihuta cyane.

Itsinda ry’imodoka rya Hyundai ryegukanye umwanya wa gatatu ku isi nyuma ya Toyota na Volkswagen hamwe n’igurisha ku isi yose hamwe ryaguzwe hafi 6.848.200 mu 2022. Ku isoko ry’Uburayi, Hyundai Motor Group yagurishije miliyoni 106.1, iza ku mwanya wa kane n’umugabane wa 9.40%, bituma iba uruganda rwimodoka rwihuta cyane.

Mu rwego rwo gukwirakwiza amashanyarazi, Itsinda ry’imodoka rya Hyundai ryatangije IONIQ (Enikon) 5, IONIQ6, Kia EV6, n’ibindi binyabiziga by’amashanyarazi bisukuye bishingiye kuri E-GMP, urubuga rwihariye rw’ibinyabiziga bifite amashanyarazi meza.Twabibutsa ko IONIQ5 ya Hyundai itatowe gusa nk '“Imodoka Yisi Yumwaka 2022”, ahubwo yatorewe kandi “Imodoka y’amashanyarazi ku isi 2022” na “Igishushanyo mbonera cy’imodoka ku mwaka 2022”.Moderi ya IONIQ5 na IONIQ6 izagurisha ibice birenga 100.000 kwisi yose muri 2022.

Batteri ya Lithium fer fosifate ifata isi kumuyaga

Nibyo, nukuri ko amasosiyete menshi yimodoka asanzwe akoresha cyangwa atekereza gukoresha bateri ya lithium fer fosifate.Usibye Hyundai na Stellantis, Motors rusange irashakisha kandi uburyo bwo gukoresha bateri ya lithium fer fosifate kugirango igabanye ibiciro1.Toyota mu Bushinwa yakoresheje batiri ya BYD lithium fer fosifate ya blade muri zimwe mu modoka zayo z'amashanyarazi1.Mbere mu 2022, Volkswagen, BMW, Ford, Renault, Daimler hamwe n’andi masosiyete mpuzamahanga y’imodoka mpuzamahanga yinjije neza bateri ya lithium fer fosifate muburyo bwinjira.

Amasosiyete ya Batteri nayo ashora imari muri batiri ya lithium fer.Kurugero, bateri yo muri Amerika yatangije ingufu zacu zikurikira yatangaje ko izatangira gukora bateri ya lithium fer fosifate muri Michigan.Isosiyete izakomeza kwaguka nyuma y’uruganda rwayo rushya rwa miliyari 1.6 ziza ku rubuga umwaka utaha;muri 2027, irateganya gutanga bateri zihagije za lithium fer fosifate kubinyabiziga 200.000 byamashanyarazi.

Koreya Power, indi batangiye muri batiri yo muri Amerika, iteganya ko hakenerwa bateri ya lithium fer fosifate kwiyongera muri Amerika.Isosiyete irateganya gushyiraho imirongo ibiri yo guteranya ku ruganda ruzubakwa muri Arizona mu mpera za 2024, imwe yo gukora batteri ya ternary, kuri ubu ikaba ari rusange muri Amerika, indi ikabyazwa umusaruro wa batiri ya lisiyumu ya fosifate1 .

Muri Gashyantare, Ningde Times na Ford Motor byumvikanye.Ford izatanga miliyari 3.5 z'amadorali yo kubaka uruganda rushya rwa batiri i Michigan, muri Amerika, cyane cyane mu gukora bateri ya lithium fer fosifate.

LG New Energy iherutse kwerekana ko iyi sosiyete irimo kongera ingufu mu iterambere rya batiri ya lithium fer fosifate ku binyabiziga by'amashanyarazi.Intego yacyo ni ugukora bateri ya lithium fer fosifate ikora neza kurusha abo bahanganye mubushinwa, ni ukuvuga ubwinshi bwingufu ziyi bateri kurusha C kugirango batange Tesla Model 3 bateri 20% hejuru.

Byongeye kandi, amakuru avuga ko SK On irimo gukorana n’amasosiyete y’ibikoresho bya lithium fer yo mu Bushinwa mu gushyira ingufu za lisiyumu ya fosifate ku masoko yo hanze.