iCar -Did Apple hit a roadblock in building a car, because BYD and other Chinese battery giants didn't cooperate?


Apple's car production has been top-notch from the start, and its every move has attracted industry and media attention.

Apple wants to find traditional automakers to build cars, and it plans to launch mass-produced models in 2024. For safety and cost considerations, cars Apple's will go against popular car manufacturers and tend to use lithium iron phosphate batteries.

After Apple contacted a number of car companies, the companies that cooperated have been slow, the latest news shows that Apple's power supply batteries are also facing difficulties.

According to Reuters, Apple's talks with CATL and BYD have reached an impasse, and its initial battery partnership plan has been hit hard because it refused to build a factory in the United States to provide service. localization to Apple.

According to sources, over the course of the past two months, CATL and BYD have informed Apple that they cannot meet their requirements to build factories in the United States. But Apple has not given up hope of resuming negotiations. Due to the choice of route, Chinese battery companies such as BYD are more competitive than international rivals in the development of lithium iron phosphate (LFP) batteries.

According to media reports, insiders revealed that the world's largest electric vehicle battery company Ningde Times was reluctant to build a factory in the United States due to political relations and cost issues. . It is not possible to set up a dedicated local company because it is difficult to find enough staff. The product development team works with Apple. It was reported that BYD already had an iron phosphate battery factory in California, and it refused to set up a new plant and team specifically for Apple.

It is reported that after negotiations reached an impasse, Apple looked at Japanese battery manufacturers and sent a team of personnel to Japan this month. A person familiar with the matter said that Panasonic is one of the companies Apple is considering.

Apple, BYD and Panasonic declined to comment. CATL also denied "relevant information" in a statement to Reuters and stated that "we are assessing opportunities and the possibility of localizing production in North America." The statement also said the company will allocate a professional team to each client. In August of this year, US President Biden issued a national strategy for electric vehicles, with the goal of reaching 50% of the new electric vehicle market by 2030.

With China gradually withdrawing subsidies for electric vehicles, lithium iron phosphate batteries, which have been suppressed by tertiary batteries, open up an opportunity. Chinese battery companies have improved the range by changing the structure of lithium iron phosphate batteries. In addition to the BYD blade batteries that have attracted attention, Tesla also uses lithium iron phosphate from the Ningde era in the production of the low-cost Model 3 and Model Y.

Although Apple's car production has captured the world's attention, there have been no official concrete advancements yet, from the outside it seems rather unsatisfactory, with frequent replace key positions. In the last month, the man in charge of Apple's car project has been hunted by Ford. Since the beginning of this year, according to foreign sources, Apple has regularly contacted major car manufacturers to find its OEM cooperation partners.

Many traditional car manufacturers and new cars both think that Apple will become a strong competitor in the future. But from the current point of view, progress on Apple's car project is very slow. Due to the asymmetry of information, the outside world is unclear about Apple's true intentions and plans.

iCar -Did Apple hit a roadblock in building a car, because BYD and other Chinese battery giants didn't cooperate? iCar -Did Apple hit a roadblock in building a car, because BYD and other Chinese battery giants didn't cooperate? Reviewed by Dang Nhan on October 26, 2021 Rating: 5

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