NEWS COMMENTARY

BMW the first to confirm Ni-rich NMC 811 cathodes in updated X1 PHEV for China

Published:
March 26, 2019
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Driven by the need for lower costs and higher energy density, Ni-rich NMC 811 cathodes have been pursued heavily as an improvement over today's incumbent NMC 622 technology. BMW has used CATL in other vehicles, particularly in China, although the cell supplier in this case was not officially confirmed. Clients should view this as a notable signpost in the commercialization of NMC 811 cathodes and recognize that more announcements of vehicles adopting 811 are likely for the rest of 2019 and beyond. CATL may be the first to supply an EV with NMC 811 cathodes, but competitors LG Chem and SK Innovation will likely follow suit by the end of the year.

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