Tesla's Next Generation Of Permanent Magnet Motors Will Not Use Rare Earth Magnets(2)

However, although it is not easy to say, since Tesla has proposed it, it may be a matter of time to realize it. We should not use the difficulty of domestic manufacturers to infer the difficulty of Tesla's realization. After all, there is an objective gap between each other's technology and research and development environment.

After all, to realize the permanent magnet motor without rare earth, there are currently two routes: the first is the permanent magnet assisted synchronous excitation motor, with steel rotor, can do without rare earth. The second is to develop new magnetic materials, such as iron and nickel, that do not contain rare earths. Substitution for rare earths themselves.

In fact, the motor derare-earth, has been tried by manufacturers. Back in 2021, German auto parts company Mahler successfully developed a new type of electric motor that was completely free of rare earth elements, and did not contain magnets at all. It is characterized by induction, or non-contact power transmission, which allows for wear-free operation and ultra-high efficiency at high RPM, although it is currently only available on F1 cars.

In addition, BMW's fifth generation magnetometer combines old technology with new materials to form a completely new model. It is essentially a three-phase AC synchronous motor that uses a brush and commutator to power the rotor windings. No magnets, no rare earths, strong power. According to BMW, its fifth-generation motor system allows for higher energy density, faster switching frequency and better heat management.

In addition, as mentioned above, develop magnets that do not contain rare earths, changing the material magnetism and turning the non-magnetic into the magnetic. There are already researchers in the United States working on this.

But no matter which one is based on, a large number of current attempts are actually verifying the feasibility of this road, and the industry has expectations for this direction. So what kind of path will Tesla adopt, what materials will be used, and whether it will be one of the above explored routes are still unknown.

From solid state batteries to electric motors

Some people in the industry believe that the material discipline is not a day, if there is an alternative and cost-effective enough, it will begin to commercialize. Musk is going out into the night blowing a whistle to embolden himself.

But this view is surely too simplistic. Rare earth is one of the few industries we can use to counter the trend of decoupling. Therefore, Tesla should also smell the wind and make up its mind to de-rare-earth. Tesla's next generation motor will not use rare earth permanent magnet, and it is most likely to replace rare earth with a special magnetic material.

The essence of Tesla's de-rare-earth is to cater to the capital market and alleviate the capital market's concerns at the supply chain level. On the other hand, China has always been a weak link in the research of materials. Just because we can't find out, it doesn't mean that foreign countries can't find out.

If Tesla motor is successfully de-rare-earth, it may further reduce the cost. From the perspective of China, rare earth may form a surplus situation, both Baotou Steel and rare earth in northern China. The future of light rare earth industry is worth worrying about. Weakening demand for rare earths. Another is the investment risk of future auto parts, and the removal of silicon carbide.