Page 41 - TTG-Taiwan Transportation Equipment Guide (TTG) 2026-09 Edition

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Industry Technology

export restrictions in the Democratic Republic of the the dual-layer architecture can improve overall
Congo, has further reinforced industry interest in battery performance while allowing the LMFP
battery chemistries that reduce reliance on cobalt- layer to provide additional thermal stability and
intensive materials. Olivine-structured lithium iron structural support. The technology has secured
phosphate batteries (LFP), according to Taiwan’s patent protection in multiple countries for its
Industrial Technology Research Institute (ITRI), electrode structure engineering, which has been
quickly gained traction for their cost-effective, extended as a design strategy for improving battery
structural, and thermal stability in the global market, rate and overall stability. For international buyers,
approaching 50% global market share. While LFP the significance is beyond cell chemistry. Taiwan’s
batteries offer stronger thermal stability and safety expertise in surface coating, materials processing,
advantages, their lower operating voltage limits and advanced manufacturing may provide an
energy density to approximately 170 Wh/kg to 190 important foundation for scaling complex battery
Wh/kg, making them less competitive for extended- electrode architectures.
range EVs. While high-nickel NMC batteries
remain vulnerable to raw material fluctuations and While LMFP batteries continue to attract industry
geopolitical supply risks, the cost competitiveness attention for their balance of cost efficiency,
of LFP batteries has accelerated the approach thermal safety, and improved energy density over
to next-generation variants. Positioned between conventional LFP, the chemistry still faces several
conventional LFP and NMC platforms, LMFP is commercialization challenges. Commercialization
increasingly viewed as a potential middle-ground challenges continue to include performance
chemistry that may help reduce reliance on nickel- consistency, manufacturing scalability, and long-
and cobalt-intensive materials while improving term durability. These hurdles have slowed
energy density and thermal stability. LMFP is large-scale production despite growing global
therefore increasingly deployed as a next-generation interest in safer and affordable next-generation
upgrade. Supported by DynaPack’s battery module battery platforms. ITRI’s latest developments
integration and LITEON Technology’s power conversion focus on improving the commercial practicality
expertise, the LMFP battery system demonstrates and manufacturing scalability through advanced
cross-industry collaboration in the next-generation electrode engineering and precision surface-
EV development. LMFP is gaining industry attention coating processes. By adopting hybrid NMC-
for its operating voltage of approximately 4.0 V LMFP architectures and dual-layer slot die coating
and its ability to improve energy density by 15% to technologies, ITRI enhances lithium-ion transport
20% while preserving many of the safety, thermal efficiency, thermal stability, charge-discharge
stability, and lifecycle advantages associated with performance, and overall battery durability with a
olivine-based battery chemistries. scalable manufacturing partnership. In 2023, ITRI
collaborated with HCM on a government-funded
While LMFP batteries face challenges related initiative to support the battery manufacturing pilot
to electrode stability and manganese-related line. HCM now has the ability to mass-produce
degradation, ITRI’s latest developments demonstrate LMFP batteries and is currently optimizing battery
progress in improving cycle life, thermal safety, effi ciency and production stability.
and overall durability for next-generation mobility
applications. The LMFP 40 Ah battery developed As the global battery industry increasingly
by the ITRI has undergone battery cell testing with prioritizes safety, manufacturability, and supply
Chroma ATE, as well as safety assessments including chain resilience alongside reliable performance,
nail penetration (SAE J2464) and overcharge (IEC advanced process engineering and precision
62660-3) tests. Results showed no fi re or explosion manufacturing capabilities may become equally
risk, with working temperatures from 54°C to -30°C, critical to the commercialization of next-generation
underscoring its practical thermal performance. electrification technologies. Battery performance
The battery is also certified under UN 38.3 for the is also increasingly interconnected with vehicle
transportation of goods to ensure safe delivery for integration, particularly in thermal management,
overseas shipments. For procurement buyers, LMFP power efficiency, and operational safety. This is
batteries are emerging as a solution for high-safety also driving growing demand for advanced cooling
applications, such as electric buses, commercial technologies capable of supporting next-generation
fleets, and large-scale energy storage systems. In EV batteries under demanding operating conditions.
composite applications, the high-density traits of
LMFP allow it to be blended with NMC. Results have Electric vehicle platforms are now increasingly
shown that blending LMFP with NMC optimizes focused on energy-dense, software-defined, and
overall battery performance and energy density. fast charging optimization. Procurement priorities
meanwhile, are also evolving beyond battery
Dual-Layered LMFP-Rich/NMC Composite Cell chemistry. Buyers are increasingly evaluating
suppliers based on their ability to deliver thermal
To further improve the performance of safety, manufacturing scalability, system integration,
the hybrid NMC and LMFP cathode, ITRI has and long-term supply-chain resilience.
adopted a dual-layer slot-die coating design that
simultaneously creates two distinct material layers For Taiwan's automotive industry, this transition
in a single coating cycle. Results show that the represents more than a shift toward battery
dual-layer structure (DL II) with NMC delivered technologies. It is also creating new opportunities
the strongest performance. Results indicate that for suppliers specializing in thermal management,