Xiaoying You
In 2005, China only had two EV battery manufacturers. Twenty years later, it produces more than three-quarters of the world's lithium-ion cells. How did it happen?
At the 2008 Beijing Olympics, athletes, journalists and officials from all over the world were transported by a fleet of sleek buses sporting a white, blue and green design as they zipped between different venues in the Chinese capital.
Different from the diesel-powered vehicles that ruled Beijing's streets at the time, the Olympic buses, numbering around 50, ran on lithium-ion batteries to help Beijing host a "green and high-tech" Olympic Games. It also marked the country's first foray into creating a lithium-ion battery industry for electric vehicles (EVs), laying the groundwork for China's ascension to world leader of this technology two decades later.
The Olympic e-bus campaign had been set in motion as soon as Beijing won the bid in 2001, according to a 2020 documentary aired by China's state media. But developing and producing EV batteries for the global event was no easy feat.
In late 2003, Mo Ke and his colleagues at the Beijing New Materials Development Centre – a government-affiliated research institute – were tasked to analyse China's lithium battery industry as part of Beijing's preparatory work for the Olympics.
But back then, China's lithium battery industry was "very small" with only two EV battery producers, as Mo's team found. In 2005, they hosted China's first conference for the lithium battery industry as a part of their research.
"All companies in the industry came, but there were only around 200 people in total," Mo says.
At the time, CATL, the world's current largest EV battery maker, was a department of ATL, a Japanese-owned company that made lithium batteries for electronic gadgets. BYD, the world's current second-largest EV battery maker and a leading EV maker, had just entered the auto industry after earning its first barrel of capital by supplying batteries to phone giants.
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