Tesla Charging or Changing the battery?

Tesla Charging or Changing the battery

Mileage anxiety and energy supplementation have always been the biggest pain points of new energy vehicles. The battle between battery replacement and charging continues.
At present, most new energy vehicles use charging piles to supplement energy, and most car companies such as Tesla, BYD, and Xiaopeng follow this model. Among them, some car companies represented by Tesla have extensively deployed super charging piles (compared to traditional charging piles, the charging efficiency is more than twice as high). According to the latest news from Tesla, the number of super charging piles in mainland China has officially exceeded There are 6000 super charging stations and more than 760 super charging stations, covering more than 300 cities, basically realizing the coverage of major cities across the country. The maximum charging power of Tesla’s latest V3 supercharger can reach 250kW. Taking Tesla Model 3 as an example, charging for 15 minutes can add up to about 250km of cruising range.
But there are also some new energy vehicles that adopt the battery replacement model. Weilai is one of the best, and BAIC and Lantu also have representative models. Regarding the pros and cons of the two energy supplement methods, the industry has also maintained a high degree of discussion and controversy. On February 28th, Tesla (Shanghai) Co., Ltd. had an industrial and commercial change, and the business scope was newly added “new energy vehicle battery swap facility sales.” This news of industrial and commercial changes has once again sparked speculation about whether Tesla will restart the battery swap mode.
In the past weekend, Tao Lin, Tesla’s vice president of external affairs, said on social media for two consecutive days, “We have always firmly believed that the charging mode is the best way to supplement energy for large-scale civilian electric vehicles.” At the same time, she also pointed out that power exchange facilities should mainly serve public transportation, and it is more convenient and stable for ordinary users to use high-power fast charging.
Not only that, Tao Lin also took the transition from removable batteries to integrated built-in batteries in electronic products ten years ago as an example, stating that fast recharging energy is actually “in-depth thinking of major electronic product manufacturers in combination with technological development trends and product logic. the result of”.
Maybe Tesla’s explanation is not aimed at anyone, but the most well-known car company that is currently known as the power-swap model is Weilai. On the evening of March 7, Weilai Automobile Enterprise spread advanced Director Ma Lin took the lead in responding to Tao Lin’s speech.
In response, Ma Lin pointed out that power station swapping is an important infrastructure for Weilai, which considers user experience and user interests. “If the power swapping is good or not, users have the most say.” NIO will start to deploy the second-generation power station in April, each with a maximum of 13 batteries, which can provide up to 312 vehicles per day, and support the automatic parking function of vehicles.
At the same time, in addition to battery replacement, Weilai’s energy supplement methods also include charging and battery capacity upgrades. Weilai will build 600 overcharging stations and 15,000 destination charging piles this year, but Weilai’s charging price is half lower than Tesla.
Why not use Tesla? In fact, as early as 2013, Tesla launched a Model S that can replace electricity. And Musk personally witnessed on the stage that the speed of this Model S was faster than the refueling speed of another Audi. However, because of the adoption of an unreasonable business model, Tesla’s dream of replacing electricity has not been realized.
At that time, the price of Tesla’s replacement of electricity was 60 to 80 US dollars, but Tesla’s overcharge was free, so this caused Tesla’s replacement station to be almost deserted.
Secondly, Tesla’s battery swap policy at that time actually required the car owner to return the replaced new battery, or send it back to Tesla for your own battery. Under this series of actions, the 90S battery swap that Musk said at the press conference disappeared silently in Tesla’s timeline.
According to analysis by the media, the promotion of the “replacement” function requires extremely high operating costs, construction costs, and meagre and long-term returns. For Tesla, which had just entered the market at that time, the number of cars sold every year was really insufficient. In order to support the basic operation of the swap station, Tesla was still in the development stage of huge losses at the time, and subsequent bounced tickets were also normal operations.
If the battery swap mode is reopened at this time, there will be too many things for Tesla to adjust. The structure of the vehicle, the size of the battery module, and the construction of the swap station will all need to be planned and adjusted. With increasingly fierce market challenges, Tesla will be cautious in every step of its planning.
And for Tesla, the battery loss caused by daily charging seems to have solved the user’s worries. According to the data provided by research institutions, most Tesla cars can still maintain more than 90% of the effective capacity after driving 160,000 kilometers on normal charging, which is better than the standard of 70% under the same mileage of ordinary new energy vehicles. It is much higher, which largely eliminates the problems caused by battery attenuation.
According to Morgan Stanley’s analysis, 2021 will be a critical year for the popularization of global electric vehicles, and will determine the pace of continued expansion or contraction of major global electric vehicles and automakers in 2021. The charging problem is the biggest constraint that is actually placed in front of consumers. If the charging speed is fast enough, for example, 500 kilometers can be recharged in 5 minutes, then there is no need for battery swapping technology, and there is no need for everyone to discuss this issue for so long.
However, the current fast charging technology of new energy vehicles is obviously far from our expectations, so we need to change the battery. This time the “replacement storm” can be seen as Tesla’s presupposition for future business.
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