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ANDRÉ SILVA TV - TEBATE (Tesla, Baterias & Tecnologia)2025-10-2708 minRock Stock Channel2025-10-2437 minSustainability Soundbites from E+E Leader2025-10-2303 minRecharge by Battery Materials Review2025-10-2237 minAn Electric Revolution2025-10-1726 minInvestor.News2025-10-1413 min科技前緣
科技前緣2025/09/29 南韓點燃次世代電池戰火:全固態與LFP技術突破,將如何顛覆電動車市場?摘要 (Summary): 本集探討2025年9月29日來自韓國的兩項重大電池技術新聞。第一,IL公司為全固態電池的關鍵材料擴建新廠;第二,Top Material公司開發了磷酸鐵鋰(LFP)電池的新生產技術專利。節目將深入分析這兩項技術突破,探討它們如何挑戰中國在電池市場的主導地位,為美國的電動車產業帶來新變局,並為台灣的科技供應鏈創造潛在機會。最後,我們將預測未來5到10年電池技術的發展路徑與市場格局。 關鍵重點 (Keypoint): 韓國的技術突襲: 韓國公司在全固態電池和LFP電池這兩條關鍵賽道上同時發力,意圖挑戰現有市場格局。 挑戰中國主導地位: Top Material的新LFP技術專利,可能削弱中國在成本效益電池市場的絕對優勢。[1] 對美國的雙重影響: 韓國的技術進步為美國車廠提供了替代中國的供應鏈選擇,但同時也加劇了美國本土電池產業追趕的壓力。 台灣的潛在機遇: 台灣廠商有望憑藉在半導體和材料科學的優勢,切入新一代電池的關鍵零組件和材料供應鏈。 未來預測: 全固態電池的商業化進程正在加速,而LFP電池的性能提升將使平價電動車的時代更快到來。 參考文獻連結 IL Co., Ltd. 設廠新聞參考: https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQHJeQcMyFBZsuOKzyedjOQSYlZkbPJiD9jUTUFOlCrxhaHkjMdBG0TH9kxWUHJ2KxhquxhmGzwKBUjAotBtvBKHHzYB62dwZgT9T0TwAAuHe9NI2ovdGhGPZkLqWZUgykHl8v0=[[2](https://www.google.com/url?sa=E&q=https%3A%2F%2Fvertexaisearch.cloud.google.com%2Fgrounding-api-redirect%2FAUZIYQHJeQcMyFBZsuOKzyedjOQSYlZkbPJiD9jUTUFOlCrxhaHkjMdBG0TH9kxWUHJ2KxhquxhmGzwKBUjAotBtvBKHHzYB62dwZgT9T0TwAAuHe9NI2ovdGhGPZkLqWZUgykHl8v0%3D)] Top Material Co., Ltd. 技術專利新聞參考: https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQEVXLKz4z0e8XUrAZPQ-UocofZnQLpPuFqRNfI9B6_FK3Lr6dF4htfWkBY6ziW0gKR12sWXp_6iF-AZXge7sWDrREvdNgfAwjWKcGjrtPd_p-ULdtAISEOuctNt8hiqi4UUb04= Sources marklines.com marklines.com 「本頻道所有內容均為我的個人觀點與分析,不代表我現任或曾任職公司的立場。所有資訊均來自公開管道,不涉及任何內部或機密資訊。」 (Disclaimer: The views and opinions expressed on this channel are my own and do not represent those of my employer. All information is based on publicly available sources.) -- Hosting provided by SoundOn
2025-09-2909 minProactive - Interviews for investors2025-09-1706 minLe Café du Sport Business2025-09-1006 minProactive - Interviews for investors2025-09-0303 minLe Café du Sport Business2025-08-2105 mineMotors: Electric Revolution2025-07-2310 minProactive - Interviews for investors2025-07-0803 minProactive - Interviews for investors2025-07-0706 minInsideEVs Plugged-In Podcast2025-06-2755 mineMotors: Electric Revolution2025-05-2703 minThe SportBusiness Podcast2025-04-2253 min100%Media week, le podcast The Media Leader FR2025-04-1811 minDig Deep2025-04-0325 minInvestor.News2025-03-1809 minInvestor.News2025-03-1405 minCompany Interviews2025-03-0830 minInvestor.News2025-02-0605 minThe Prospector News Podcast2025-01-1518 minInvestor.News2024-12-1610 minThe Upside Newsletter2024-11-1920 minCharged Up with host Tesla Dan2024-08-1801 minPodcast Football Club2024-08-1333 minEnsemble PSG Podcast2024-08-131h 04Level Flight: A Winnipeg Jets Podcast2024-07-211h 16London Fintech Podcast2024-07-1849 minLevel Flight: A Winnipeg Jets Podcast2024-07-081h 09Level Flight: A Winnipeg Jets Podcast2024-07-011h 03Level Flight: A Winnipeg Jets Podcast2024-06-231h 10Level Flight: A Winnipeg Jets Podcast2024-06-1652 minLevel Flight: A Winnipeg Jets Podcast2024-06-111h 08London Fintech Podcast2024-06-061h 03Level Flight: A Winnipeg Jets Podcast2024-06-021h 04Level Flight: A Winnipeg Jets Podcast2024-05-261h 07Level Flight: A Winnipeg Jets Podcast2024-05-121h 13Level Flight: A Winnipeg Jets Podcast2024-05-0559 minDream Team : le podcast des leaders du sport-business2024-05-0454 minLevel Flight: A Winnipeg Jets Podcast2024-04-281h 17Investor.News2024-04-2508 minLevel Flight: A Winnipeg Jets Podcast2024-04-211h 51Level Flight: A Winnipeg Jets Podcast2024-04-141h 31Level Flight: A Winnipeg Jets Podcast2024-04-071h 14Battery Generation2024-04-0229 minInnoStation2024-04-0123 minLevel Flight: A Winnipeg Jets Podcast2024-03-311h 24collège Henri Pitot2024-03-2500 mincollège Henri Pitot2024-03-2500 minLevel Flight: A Winnipeg Jets Podcast2024-03-241h 02Level Flight: A Winnipeg Jets Podcast2024-03-171h 18Investor.News2024-03-1508 minLe Tesla News Show2024-03-1417 minLevel Flight: A Winnipeg Jets Podcast2024-03-101h 19Battery Insiders2024-03-0456 minLevel Flight: A Winnipeg Jets Podcast2024-03-031h 20Level Flight: A Winnipeg Jets Podcast2024-02-251h 18Bilpodcasten 20232023-12-0318 minBilpodcasten2023-11-2618 minGeladen - der Batteriepodcast zur Energiewende2023-11-2631 minOut of Spec Podcast2023-11-0910 minThe EV Resource Podcast2023-08-2228 minAutoline Daily2023-08-1610 minAutoline Daily - Video2023-08-1610 minThe HC Commodities Podcast2023-07-1942 minDig Deep2023-05-2926 minAutoline Daily2023-02-1409 minAutoline Daily - Video2023-02-1409 minExitroots2022-12-1651 minRecharge by Battery Materials Review2022-05-1330 minAutology2022-01-2831 minSportBusiness.Club2021-10-2217 minLegend Factory Podcast2021-09-091h 05Legend Factory Podcast2021-08-261h 00Legend Factory Podcast2021-08-111h 08Legend Factory Podcast2021-07-051h 14Geladen - der Batteriepodcast zur Energiewende2021-01-2614 minIngeventes : le podcast des ingénieurs commerciaux !2020-12-2311 minEnergy Evolution2020-08-1321 minEnergy Evolution2020-08-1321 minHyperChange2020-02-1914 minLFP Student Ministries (JH)2008-01-0900 minLFP Student Ministries (JH)2008-01-0918 minLFP Student Ministries (JH)2007-12-1000 minLFP Student Ministries (JH)2007-12-1011 minLFP Student Ministries (JH)2007-12-0900 minLFP Student Ministries (JH)2007-12-0913 minLFP Student Ministries (JH)2007-11-2900 minLFP Student Ministries (JH)2007-11-2911 minLFP Student Ministries (JH)2007-11-2500 minLFP Student Ministries (JH)2007-11-2000 minLFP Student Ministries (JH)2007-11-2014 minLFP Student Ministries (JH)2007-11-1300 minLFP Student Ministries (JH)2007-11-1313 minLFP Student Ministries (JH)2007-11-1100 minLFP Student Ministries (JH)2007-11-1114 min