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BYD Blade Battery: Why LFP Chemistry Is Winning the EV Market
@techwheel
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2026-05-16 04:38:27
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BYD's Blade Battery uses lithium iron phosphate (LFP) chemistry in a structural cell-to-pack design that eliminates the module layer, improving energy density while dramatically reducing thermal runaway risk. LFP chemistry does not contain nickel or cobalt — making it cheaper and more thermally stable than NMC chemistry used by most Western manufacturers. BYD's vertical integration from raw materials to finished vehicles means its cost advantage is structural, not temporary. In 2025, LFP surpassed NMC in global EV battery shipments for the first time. Tesla has shifted its standard-range vehicles to LFP; the rest of the industry is following.
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