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CTP/CTC/CTB一體化電池行業分析（2022年版）
市場調查報告書
商品編碼
1130741

CTP/CTC/CTB一體化電池行業分析（2022年版）

CTP, CTC and CTB Integrated Battery Industry Research Report, 2022
出版日期: | 出版商: ResearchInChina | 英文 170 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

CTP、CTC 和 CTB 的基本概念

傳統的新能源汽車動力系統集成方式是CTM（Cell to Module），是指將電池單體集成在一個模塊上的方式。模組是電池廠商針對不同型號、不同電池需求、不同電芯尺寸的開發路徑，有助於實現規模經濟，形成統一的產品。常見的配置是電芯-模組-包-車載，但這種方式只能佔用40%的空間，極大地限制了其他組件的空間。電池集成（CTP、CTC、CTB）的發展逐漸成為行業的主要研究和應用方向。

CTP（Cell to Pack）是指跳過標準化模塊，直接將電芯集成到電池包中，有效提高電池包的空間利用率和能量密度。這種集成方式由寧德時代在 2019 年首次提出。此後，比亞迪和蜂巢能源相繼推出了各自的CTP解決方案。比亞迪的“刀片”電池是最具代表性的，大家都稱它為“刀片電池”，因為單個電芯呈陣列排列，像“刀片”一樣插入電池組。

CTB（Cell to Body）是比亞迪提出的一種新的電芯集成方式，助力性能發布。 CTB技術是CTP技術的延伸，比亞迪首款CTB結構更簡單直接，減少了車身與電池蓋連接造成的空間損失，有望進一步提升整體空間利用率。採用這種結構，電池不僅作為能量體，還作為結構體參與了整個車輛的力和應力的傳遞，減少了45%的側柱侵入。

CTC（Cell to Chassis）是將電池單元直接集成到車輛底盤中。通過進一步整合電池系統、EV動力系統和底盤，我們減少了零部件數量，節省了空間，提高了結構效率，顯著減輕了整車重量，延長了電池續航裡程。在未來的CTC階段，匹配效率將超過90%d，空間利用率將超過70%，組件數量將進一步減少到400個左右。

2022年乘用車電池集成呈現以下趨勢。

趨勢 1：2022 年 CTP、CTC 和 CTB 技術大量引入

2022年，CTP、CTC、CTB技術將實現規模化部署。特別是CTC技術正處於量產元年，特斯拉Model Y和零跑C01將憑藉各自的CTC技術實現行業首個量產。

趨勢二：新能源汽車電池包及底盤產業鏈向電池廠轉移

目前，電池企業在新能源汽車產業鏈中擁有話語權，這也意味著主機廠核心價值減弱，利潤空間明顯縮水。強大的電池製造商也將利用這個機會，在底盤開發領域擴展自己的能力。

趨勢 3：整合

模塊化和集成化的區別在於供能方式。模塊化 CTP 是電源交換，CTC/CTB 是快速充電。未來，更多的一體式CTC/CTB電池將成為主流，一體式CTC/CTB路線往往會對熱管理提出更高的要求，凸顯熱泵空調的重要性。

本報告分析了中國CTP/CTC/CTB一體化電池市場，總結了技術概況、近期行業趨勢、主要電池公司的應對情況以及乘用車主機廠的使用前景等信息。我們會將其交付給您。

內容

第一章CTP/CTC/CTB一體化電池產業概況

  • 集成電池概述
    • CTP（Cell to Pack）的定義
    • CTP 技術的優缺點
    • CTC 的歷史（電池到機箱）
    • CTC 的定義
    • CTC 技術的優缺點
    • CTB（細胞到身體）的定義
    • CTB 技術的優缺點
    • CTP、CTB 和 CTC 之間的區別
    • OEM/電池公司佈局：CTC
    • CTC對汽車產業鏈的巨大影響
  • CTP/CTC/CTB一體化電池行業概況
    • 三級電池系統集成
    • 乘用車集成電池（底盤）的背景
    • OEM 爭取話語權
    • 產業鏈初步形成
    • 國內外趨勢
    • 特斯拉/比亞迪/零跑技術比較
    • 電池組集成對零件數量和匹配效率的影響
    • CTP/CTC 版面閾值
    • 寧德時代麒麟電池
    • 比亞迪刀片電池
    • 未來電池的更多集成
    • 配備 CTP 的機型在中國的銷量（2021 年）
    • CTP/CTC滲透率持續提升

第 2 章電池集成：一級調查

  • CATL
  • Tuopu Group
  • CNP
  • Tianjin EV Energies (JEVE)
  • SVOLT Energy
  • CALB
  • Envision AESC
  • Kunshan JuTron New Energy Technology & Kunshan BaoTron New Energy Technology
  • LG Energy Solution

第三章乘用車整車廠電池集成佈局

  • Leap Motor
  • BYD
  • BJEV
  • JAC
  • SAIC
  • Neta
  • IAT Automobile
  • Tesla
  • Volvo
  • Volkswagen

第四章集成電池產業發展趨勢

簡介目錄
Product Code: SY003

Integrated battery research: three trends of CTP, CTC and CTB

Basic concept of CTP, CTC and CTB

The traditional integration method of new energy vehicle power system is CTM, that is, "Cell to Module", which represents the mode of integrating battery cells on modules. The module is a development path for different models with different battery requirements and different battery cell sizes of battery manufacturers, which helps the formation of scaled economies and unified products. The general configuration is: battery cell - module - PACK - installed in vehicles; but such method only takes space utilization of 40%, largely limiting the space for other components. The development of battery integration (CTP, CTC, CTB) is gradually becoming the key research and application direction of the industry.

CTP is "Cell to Pack", which skips the standardized module and directly integrates battery cells into battery pack, which effectively improves space utilization and energy density of battery pack. This integration method was firstly proposed by CATL in 2019. Since then, BYD and SVOLT Energy have successively released their own CTP solutions. Among them, the more representative is BYD's "Blade" battery, which arranges individual battery cells together in an array, and then inserts them into the battery pack like a "blade", which is why everyone calls it a "blade battery".

CTB (Cell to Body) is a new way of battery cell integration proposed by BYD to realize the transformation from body integration to battery-body integration, which helps to improve space utilization and further performance release of electric vehicles.

From the perspective of structural design, BYD's CTB technology combines body floor panel and the upper shell of battery pack into one, which is integrated into flat sealing surface formed by upper cover of battery, threshold and front and rear beams. The passenger cockpit is sealed with sealant, and the bottom is assembled with body through mounting point. That is, when designing and manufacturing battery pack, the battery system is integrated with body as a whole, sealing and waterproof requirements of the battery itself can be met, and sealing of battery and passenger cockpit is relatively simple, so the risk is controllable.

CTB technology is an extension of CTP technology, BYD's first CTB is more simplified and direct in structure, reducing the space loss caused by connection between body and battery cover, which is expected to further improve the overall space utilization. Under this structure, the battery is not only energy body, but also structural body to participate in force transmission and stress of the whole vehicle, which can reduce the intrusion of the side pillar by 45%.

CTC (Cell to Chassis) is the process of integrating the battery cells directly into the vehicle chassis. It further deepens the integration of battery system with EV power system and chassis, reduces the number of components, saves space, improves structural efficiency, significantly reduces vehicle weight and increases battery range. The future stage of CTC will enable the matching efficiency to reach more than 90%, space utilization to reach more than 70%, and the number of components will be further reduced to about 400.

In September 2020, Tesla unveiled CTC technology at Battery Day. The battery cells or modules are installed in the body, connecting the front and rear body castings, and replacing cockpit floor with a battery upper cover. The technology is to be used in 2022 Model Y. Tesla predicts a 55% reduction in investment per GWH and a 35% reduction in space occupied with CTC technology.

CTC is not a simple extension of CTP, CTP does not break through PACK itself. Battery companies/professional PACK companies can complete development independently, but the technology does not extend downstream. The appearance of CTC will break limitation of PACK and directly involve the vehicle chassis, which is the most critical core component of the vehicle, and is the core advantage accumulated by OEMs through long-term development, which is difficult for battery companies/professional PACK companies to develop independently. Therefore, in terms of business model and cooperation mode, CTC and CTP have great differences.

The current CTC technology is still in the early stage of development. In the future, CTC technology will be deeply combined with skateboard chassis. In addition to the integration of battery system and chassis, electric drives, electronic controls, wire-controlled actuation components, and power domain controllers will all be highly integrated with chassis to further optimize power distribution, reduce energy consumption, improve production efficiency, reduce production costs and product development cycles, etc.

In 2022, the passenger car battery integration shows following trends.

Trend 1: Large-scale installation of CTP, CTC, CTB technologies in 2022

In 2022, CTP, CTC and CTB technologies achieve scale installation. Users of CATL CTP include Tesla Model 3/Y, Xpeng P7/G3, NIO ES6/ET7, Roewe RES33, Neta and many other models; Leap Motor released CTC battery-chassis integration and BYD launched CTB for Seal series.

With integration of new energy vehicles and the help of wire-controlled technology, the pattern of supply chain has been further reshaped. From the perspective of OEMs, the standard module technology advocated by VDA is the first-generation technology, CTP is the second generation, and various CTC, CTB, etc. are the third generation. From CTP to CTC/CTB, the dominance of OEMs is further enhanced.

The year 2022 is the first year of mass production of CTC technology, Tesla Model Y and Leap Motor C01 are the first to achieve mass production in the industry with their respective CTC technology.

Trend 2: New energy vehicle battery pack and chassis industry chain transfer to the battery factory

At present, battery companies have the voice over the new energy vehicle industry chain, which also means that the core value of OEMs has been weakened and the profit space has been greatly reduced. Powerful battery manufacturers take the opportunity to extend their capabilities to the field of chassis development.

CATL will officially launch its highly integrated CTC (Cell to Chassis) battery technology around 2025. Cai Jianyong, former general manager of intelligent vehicle control in Huawei Intelligent Vehicle Solutions BU, joined CATL and was in charge of CTC battery-chassis integration business.

According to CATL, the company will achieve integrated CTC by 2025 and intelligent CTC by 2030, in which the integrated CTC technology will not only rearrange batteries, but also include power components such as motors, electronic controls, DC/DC and OBCs. Intelligent CTC technology will further optimize power distribution and reduce energy consumption through intelligent power domain controllers.

Trend 3: Integration

The difference between modulization and integration lies in the way of energy replenishment: power exchange for modular CTP; fast charging for CTC/CTB. The more integrated CTC/CTB battery will be mainstream, and the integrated CTC/CTB route often has higher requirements for thermal management, and the importance of heat pump air conditioning is highlighted. The most technically aggressive BYD Seal has confirmed that it will be equipped with heat pump air conditioning thermal management system, and it is expected that heat pump air conditioning will become standard configuration in CTC/CTB models in the future.

Table of Contents

1. Overview of CTP, CTC and CTB Integrated Battery Industry

  • 1.1 Overview of Integrated Battery
    • 1.1.1 Definition of CTP
    • 1.1.2 Advantages & Disadvantages of CTP Technology
    • 1.1.3 History of CTC
    • 1.1.4 Definition of CTC
    • 1.1.5 Advantages & Disadvantages of CTC Technology
    • 1.1.6 Definition of CTB
    • 1.1.7 Advantages & Disadvantages of CTB Technology
    • 1.1.8 Differences between CTP &CTB&CTC
    • 1.1.9 OEM & Battery Companies Layout CTC
    • 1.1.10 CTC Influences Far on Automotive Industry Chain
  • 1.2 Overview of CTP, CTC and CTB Integrated Battery Industry
    • 1.2.1 Battery System Integration in Three Stages
    • 1.2.2 Background of Passenger Car Integrated Battery (Chassis)
    • 1.2.3 OEMs Strive for Discourse Right
    • 1.2.4 Industry Chain Formed Initially
    • 1.2.5 Domestic and International Development
    • 1.2.6 Technology Comparison of Tesla, BYD, and Leap Motor
    • 1.2.7 Impact of Battery Pack Integration on the Number of Parts and Matching Efficiency
    • 1.2.8 Layout Threshold of CTP and CTC
    • 1.2.9 CATL Kirin Battery
    • 1.2.10 BYD Blade Battery
    • 1.2.11 Further Integration of Future Batteries
    • 1.2.12 Sales of CTP-equipped Models in China, 2021
    • 1.2.13 CTP and CTC Penetration Continues to Rise

2. Research of Battery Integration Tier1s

  • 2.1 CATL
    • 2.1.1 Profile
    • 2.1.2 Development History
    • 2.1.3 Global Base Layout
    • 2.1.4 Industry Layout
    • 2.1.5 Industry's First CTP Technology to Effectively Improve Battery Performance
    • 2.1.6 The First CTP Battery Pack Worldwide
    • 2.1.7 Comparison of CTP Mode and Conventional Battery Pack
    • 2.1.8 CTP Cooperative Brands and Models
    • 2.1.9 CTP1.0 Iterated to CTP3.0
    • 2.1.10 Mass Production of 3rd GEN CTP
    • 2.1.11 Models Equipped with Kirin Battery
    • 2.1.12 Layout of CTC Battery-Chassis Integration by CATL
    • 2.1.13 Releases of CTC Technology Roadmap
    • 2.1.14 CTC R&D & Manufacturing Layout
    • 2.1.15 CTC Electric Chassis Implementation Approach
    • 2.1.16 CTC Electric Chassis Platform
  • 2.2 Tuopu Group
    • 2.2.1 Profile
    • 2.2.2 Set foot in CTC technology with Skateboard Chassis
    • 2.2.3 One-Stop Solution for Skateboard Chassis
  • 2.3 CNP
    • 2.3.1 Profile
    • 2.3.2 R&D & Production Layout
    • 2.3.3 CTC Integrated Chassis
    • 2.3.4 Promoting CTC Intelligent Chassis Integration 4.0
  • 2.4 Tianjin EV Energies (JEVE)
    • 2.4.1 Profile
    • 2.4.2 Layout
    • 2.4.3 Power Battery Planning
    • 2.4.4 LCM & Building Block Battery
    • 2.4.5 Battery Safety Strategy
  • 2.5 SVOLT Energy
    • 2.5.1 Profile
    • 2.5.2 Battery Layout
    • 2.5.3 Dayu Battery
    • 2.5.4 CTP Will Gradually Evolve and Iterate
    • 2.5.5 Low Cost Advantages of CTP
    • 2.5.6 Promoting CTC Integration
  • 2.6 CALB
    • 2.6.1 Profile
    • 2.6.2 Development History
    • 2.6.3 Product Layout
    • 2.6.4 Exploration of CTC
    • 2.6.5 One-Stop Battery
  • 2.7 Envision AESC
    • 2.7.1 Profile
    • 2.7.2 Global Layout
    • 2.7.3 R&D & Manufacturing Layout
    • 2.7.4 Soft Pack Battery Applications
    • 2.7.5 Soft Pack Power Battery + CTP
  • 2.8 Kunshan JuTron New Energy Technology & Kunshan BaoTron New Energy Technology
    • 2.8.1 Profile
    • 2.8.2 R&D & Manufacturing Layout of Kunshan JuTron
    • 2.8.3 Battery Product Layout of Kunshan JuTron
    • 2.8.4 Soft Pack Battery +CTP of Kunshan BaoTron
  • 2.9 Bosch and Benteler
    • 2.9.1 Layout in China of Bosch
    • 2.9.2 Layout in China of Benteler
    • 2.9.3 Jointly Develop Modular Pure Electric Platform
  • 2.10 LG Energy Solution
    • 2.10.1 Profile
    • 2.10.2 R&D Layout in China
    • 2.10.3 Power Battery Product Customers and Applications in China
    • 2.10.4 Public CTC Patents
    • 2.10.5 Battery R&D Cooperation

3. Battery Integration Layout of Passenger Car OEMs

  • 3.1 Leap Motor
    • 3.1.1 Profile
    • 3.1.2 CTC Development
    • 3.1.3 CTC Features
    • 3.1.4 Dual Innovation of Software and Hardware
    • 3.1.5 Landing Mass Production of CTC Battery Chassis
    • 3.1.6 CTC Battery Chassis Integration Innovation
  • 3.2 BYD
    • 3.2.1 CTB Technology
    • 3.2.2 CTB Features
    • 3.2.3 e-platform 3.0 Models with CTB Technology
    • 3.2.4 High Integration Effect of CTB Technology
    • 3.2.5 Models Equipped with CTB Technology
    • 3.2.6 e-platform 3.0 Achieves "Eight-in-One" Highly Integration
  • 3.3 BJEV
    • 3.3.1 Profile
    • 3.3.2 Power Battery R&D & Manufacturing Layout
    • 3.3.3 Vehicle Platform Development
    • 3.3.4 Layout of Skateboard Chassis
  • 3.4 JAC
    • 3.4.1 Profile
    • 3.4.2 New Energy Passenger Car Models
    • 3.4.3 New Energy Passenger Car Cellular Battery CTP Solution
    • 3.4.4 IC5 Cellular Battery UE Solution
    • 3.4.5 New Generation Cellular Battery to be Fully Applied
  • 3.5 SAIC
    • 3.5.1 Profile
    • 3.5.2 Multi-dimensional Layout of Power Battery
    • 3.5.3 Cooperative Layout of CTC
  • 3.6 Neta
    • 3.6.1 Development History
    • 3.6.2 R&D & Manufacturing Layout
    • 3.6.3 Three Generations of Tiangong Battery
  • 3.7 IAT Automobile
    • 3.7.1 Profile
    • 3.7.2 R&D & Manufacturing Layout
    • 3.7.3 Investment in Skateboard Chassis
    • 3.7.4 Layout of Skateboard Chassis with Logistics Vehicles
  • 3.8 Tesla
    • 3.8.1 First to Announce CTC Solution, Lead Industry Technology Direction
    • 3.8.2 "Battery Cell-Chassis" Direct Connection Solution
    • 3.8.3 Structural Battery
    • 3.8.4 Co-Evolution of Power Battery System and Battery Cell Technology
    • 3.8.5 Main Features of CTC
    • 3.8.6 Three Technologies of CTC+4680+Integrated Die-Casting Together to Enhance Product Competitiveness
  • 3.9 Volvo
    • 3.9.1 Self-Produces Battery Cells to Drive CTC Solution Implementation
    • 3.9.2 CTC technology Introduction
    • 3.9.3 Third Generation Battery Platform
  • 3.10 Volkswagen
    • 3.10.1 Next Generation CTP&CTC Pre-Research
    • 3.10.2 Next Generation Battery Technology
    • 3.10.3 CTP&CTC Cooperation

4. Trends of Integrated Battery Industry

  • 4.1 Trend 1
  • 4.2 Trend 2
  • 4.3 Trend 3
  • 4.4 Trend 4
  • 4.5 Trend 5
  • 4.6 Trend 6
  • 4.7 Trend 7
  • 4.8 Trend 8
  • 4.9 Trend 9
  • 4.10 Trend 10
  • 4.11 Trend 11
  • 4.12 Trend 12