The problem is the battery. German volkswagen ‘Power day‘According to the battery production plan disclosed in Korea, the aftermath of the domestic market is fierce.100More than 10,000 won LGChemical stock price 80As full 15Fell by a percentage. LGInvestors are weighed down by anxiety that the pouch-type battery, which is the flagship of chemistry, will be excluded.. LGThe share of Volkswagen sales in chemicals is 20% It has no choice but to be greatly influenced internally and externally..
The battery concept Volkswagen unveiled is not a pouch, but an integrated cell. ,Be angular. To Europe 6Build a dog factory and price the battery 50I’m going to lower it to a percent.It means that it will vertically integrate battery production..It is an internalization strategy.
Herbert Diss Volkswagen Chief Executive Officer(CEO)Is 15Days open `Power Day`in 2023Since `Integrated cell` Use the battery 2030Up to a year 80%Said he would increase the ratio to. At the same time, it announced that it would accelerate the strategy of integrating the European EV value chain by promoting internalization through North Bolt, which owns a stake..
Electric vehicle war is a battery price war.When battery prices are lowered, vehicle prices are lowered and competitiveness increases..The report that Hyundai Motor Company has its own battery production plan is also because lowering the battery price is a problem for the survival of the automaker..
In the industry, domestic 2There are concerns that it will lead to a line hit by rechargeable battery makers..
The somewhat hopeful thing is that the market share in the European market may be reduced, but rather the US, It could be an opportunity to turn to other markets such as China.. LGEnergy solutions in the US 5Invest more than trillion won to build a cylindrical battery factory..Cylindrical batteries are mainly used by American electric vehicle maker Tesla.. In the end, it is an analysis that the production facility is increasing with the order of Tesla battery in mind..
