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廉價(jià)電池和智能軟件將掀起下一波科技革命

廉價(jià)電池和智能軟件將掀起下一波科技革命

Katie Fehrenbacher 2015年05月20日
在特斯拉汽車(chē)公司和眾多智能電網(wǎng)創(chuàng)業(yè)公司的驅(qū)動(dòng)下,鋰離子電池領(lǐng)域正在悄然發(fā)生一場(chǎng)革命,基于新型化學(xué)物質(zhì)的電池逐漸進(jìn)入市場(chǎng)。等到電池像電腦芯片一樣廉價(jià)安全時(shí),“能源互聯(lián)網(wǎng)”或?qū)⒆兂涩F(xiàn)實(shí)。
????2015年4月30日,在加州霍桑市特斯拉汽車(chē)公司總部舉辦的一次活動(dòng)上,與會(huì)者在該公司新推出的Powerwall家用電池前留影。Powerwall是特斯拉為家庭、企業(yè)和電力公司推出的一款電池組,特斯拉對(duì)其寄予了高度期望,希望它能擴(kuò)展到電動(dòng)汽車(chē)以外的領(lǐng)域。

????數(shù)十年來(lái),隨著廉價(jià)商品化硬件的普及,電腦、互聯(lián)網(wǎng)和移動(dòng)領(lǐng)域的優(yōu)秀創(chuàng)業(yè)公司層出不窮。有些已經(jīng)開(kāi)始從根本上改變科技與社會(huì)。同樣的事情也正在鋰離子電池領(lǐng)域發(fā)生,雖然這種變革仍然處于早期階段。

????過(guò)去,常用于筆記本電腦和手機(jī)上的電池大多是由亞洲工廠(chǎng)生產(chǎn)的,現(xiàn)在,類(lèi)似的電池產(chǎn)品容量開(kāi)始比過(guò)去要高得多,同時(shí)價(jià)格也變得足夠便宜,足以對(duì)能源和汽車(chē)行業(yè)產(chǎn)生重大影響。

????特斯拉的“電池雄心”

????特斯拉汽車(chē)公司正以這種“廉價(jià)電池理論”作為商業(yè)模式的潛在贏利點(diǎn),目前其超級(jí)電池工廠(chǎng)正在內(nèi)華達(dá)州的里諾市緊張施工。它大概也是引領(lǐng)這股“電池即平臺(tái)”潮流的知名度最高的公司。但除此之外,還有很多創(chuàng)業(yè)公司、大型能源公司、互聯(lián)網(wǎng)公司、太陽(yáng)能和清潔能源企業(yè)、汽車(chē)制造商和電池行業(yè)的龍頭企業(yè)也都在推動(dòng)這股潮流。

????在特斯拉的業(yè)務(wù)版圖中,研發(fā)一款安全、高效、低成本,同時(shí)能夠用于幾乎任何領(lǐng)域的電池,與制造令消費(fèi)者目眩神迷的電動(dòng)汽車(chē)的重要性可相提并論。特斯拉的電池目前已經(jīng)開(kāi)發(fā)出多種用途,比如該公司最近推出的家用電池Powerwall,它可以?xún)?chǔ)存家用太陽(yáng)能電池板收集的電能。另一款商用電池產(chǎn)品Powerpack,則可以在夏季午后用電高峰時(shí)為企業(yè)提供儲(chǔ)備電力,從而避免使用既昂貴又不環(huán)保的峰值電廠(chǎng)(即只在用電高峰時(shí)啟用的發(fā)電廠(chǎng))。

????Decades of sexy computing, web and mobile startups have emerged out of Silicon Valley built on the backs of low-cost, commoditized hardware. Some of these startups have gone on to fundamentally change technology and society. A similar thing is starting to happen—though at an early stage—around batteries.

????While these batteries, mostly manufactured in bulk in Asian countries, have long been widely used in laptops and cell phones, similar batteries are now beginning to be made at a much higher volume and are becoming cheap enough to start to have an influential effect on both the power and auto industries.

????Tesla’s battery ambitions

????Tesla (with its planned huge battery factory under construction outside of Reno, Nevada) is using this low-cost battery thesis as an underlying tenant for its business model, and is probably the most well-known company leading this ‘battery-as-a-platform’ wave. However, there are many other startups, big power companies, Internet companies, solar and clean energy firms, auto makers and battery giants pushing this trend, too.

????Tesla’s business is as much about creating a battery pack that can be used as efficiently, safely and as low cost as possible for whatever application, as it is about wowing customers with a sexy electric car. Its batteries are being used in many more applications such as the recent announcement of the Powerwall, which stores energy from a rooftop solar panel in a home, and the Powerpack, which can provide a utility with a burst of energy to help it avoid using an expensive and dirty peaker plant (a power plant only used during peak grid times) on a hot Summer afternoon.

????2015年2月18日,內(nèi)華達(dá)州里諾市郊外正在施工的特斯拉超級(jí)電池工廠(chǎng)

????繼發(fā)布這兩款電池產(chǎn)品之后,特斯拉CEO埃隆?穆斯克又在最近的收益電話(huà)會(huì)議上表示,該公司目前使用的鋰離子電池“比較一般”(其合作伙伴為日本松下公司),特斯拉的價(jià)值其實(shí)取決于電池模塊組的機(jī)械、電子和軟件工程。

????Following Tesla’s launch of its grid batteries two weeks ago, Tesla CEO Elon Musk said on the company’s earnings call last week that the lithium-ion battery cells that the company uses (its partner is Panasonic) are “relatively generic.” Tesla’s value instead lies in the mechanical, electrical and software engineering of the battery modules and pack, said Musk.

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