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on this topic, I have been wondering lately - what's with China's dominance in the battery science area? Is it still true that they're the only ones who can ma

on this topic, I have been wondering lately - what's with China's dominance in the battery science area? Is it still true that they're the only ones who can make LiFePO batteries? Is anyone else working on production of these? What accounts for this gap - patents (ha), secret research, materials, manufacturing prowess, all of the above?

bergie 2y ago
> What accounts for this gap - patents (ha) China has been the country filing the most patents for a while now. "While innovators from China continue to file nearly half of all global patent applications, the country’s growth rate dipped for a second consecutive year from 6.8% in 2021 to 3.1% in 2022. Meantime, patent applications by residents of India grew by 31.6% in 2022, extending an 11-year run of growth unmatched by any other country among the top 10 filers." https://www.wipo.int/pressroom/en/articles/2023/article_0013.html https://www.wipo.int/pressroom/en/articles/2023/article_0013...
bgnn 2y ago
It's not only battery technology. I'm in chip design and they are dominating academic research in this area for the last 5-6 years, together with Korea and Taiwan. It's 70% China now and their research is good.
pjc50 2y ago
Single chart answer: https://www.eia.gov/todayinenergy/detail.php?id=61843 https://www.eia.gov/todayinenergy/detail.php?id=61843 The United States is basically self-sufficient on oil. Therefore it doesn't have to take the EV transition seriously. In China, there isn't a local powerbase dependent on oil profits, or an oil-based car culture, or a local politically connected dealer network sitting in the way. China is making EVs work because getting off oil dependency matters there. The US is removing Federal charging points because it is not serious about EVs. Everything follows from there.

4 ms·

on this topic, I have been wondering lately - what's with China's dominance in the battery science area? Is it still true that they're the only ones who can ma

by andy_xor_andrew 2y ago

bergie 2y ago
> What accounts for this gap - patents (ha) China has been the country filing the most patents for a while now. "While innovators from China continue to file nearly half of all global patent applications, the country’s growth rate dipped for a second consecutive year from 6.8% in 2021 to 3.1% in 2022. Meantime, patent applications by residents of India grew by 31.6% in 2022, extending an 11-year run of growth unmatched by any other country among the top 10 filers." https://www.wipo.int/pressroom/en/articles/2023/article_0013.html https://www.wipo.int/pressroom/en/articles/2023/article_0013...
bgnn 2y ago
It's not only battery technology. I'm in chip design and they are dominating academic research in this area for the last 5-6 years, together with Korea and Taiwan. It's 70% China now and their research is good.
pjc50 2y ago
Single chart answer: https://www.eia.gov/todayinenergy/detail.php?id=61843 https://www.eia.gov/todayinenergy/detail.php?id=61843 The United States is basically self-sufficient on oil. Therefore it doesn't have to take the EV transition seriously. In China, there isn't a local powerbase dependent on oil profits, or an oil-based car culture, or a local politically connected dealer network sitting in the way. China is making EVs work because getting off oil dependency matters there. The US is removing Federal charging points because it is not serious about EVs. Everything follows from there.