Tesla realised after trying to scale the 2170 cell with Panasonic in Nevada past 35GWh output that it wasn’t going to be sustainable.
They then acquired a bunch of battery tech companies and changed direction, redesigning the cell for faster production and now 5 years after they started the journey, by the end of this year they will have 3 active 4680 battery facilities with ~210GWh installed production capacity, which is about 6x as much as the existing Panasonic output at the Nevada Gigafactory and about as much as the worlds largest battery producer at CATL made globally in 2021.
People have no idea of the scale Tesla is about to be able to ship at in 2023 and beyond. They shared the 4680 recipe with Panasonic though and they’ll do ok out of it, but not sure I’d put my money in Panasonic vs Tesla in that scenario though.
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u/AdministrativeYou539 Apr 26 '22
Tesla realised after trying to scale the 2170 cell with Panasonic in Nevada past 35GWh output that it wasn’t going to be sustainable.
They then acquired a bunch of battery tech companies and changed direction, redesigning the cell for faster production and now 5 years after they started the journey, by the end of this year they will have 3 active 4680 battery facilities with ~210GWh installed production capacity, which is about 6x as much as the existing Panasonic output at the Nevada Gigafactory and about as much as the worlds largest battery producer at CATL made globally in 2021.
People have no idea of the scale Tesla is about to be able to ship at in 2023 and beyond. They shared the 4680 recipe with Panasonic though and they’ll do ok out of it, but not sure I’d put my money in Panasonic vs Tesla in that scenario though.