Shulou(Shulou.com)11/24 Report--

CTOnews.com, May 14, although Tesla CEO Elon Musk (Elon Musk) has been trumpeting the benefits of 4680 batteries, the 4680 batteries built at this stage seem to fall far short of the theoretical performance target.

@ TroyTeslike calculated based on the test results released by EPA on the battery life of Tesla Model Y, and found that the energy density of 4680 batteries used in a small number of standard long-range Model Y models in the United States is 13% lower than that of 2170 batteries commonly used by Tesla around the world, with only 229Wh/kg (4680 batteries made in Dezhou are labeled 244Wh/kg, while the theory can reach more than 300wh/kg).

For comparison, the best battery in Ningde era, the Kirin battery, was mass produced in March this year. It took only 9 months from release to mass production, with a nominal energy density of 255Wh/kg (160Wh/kg for lithium iron phosphate core) and more than 4680 batteries with a crushing advantage in volume utilization, while BYD blade batteries can reach 140Wh/kg.

This may also be one of the reasons why Cybertruck's mass production time has been pushed over and over again, and the pickup desperately needs a new generation of 4680 batteries with higher energy density. Drew Bagrino (Drew Baglino), a senior Tesla executive, said the company planned to steadily increase production of 4680 battery cores before Cybertruck production next year.

As far as CTOnews.com knows, Tesla already produces 4680 batteries in small batches at factories in California and Texas. The company said it produced the batteries for more than 1000 cars a week by the end of 2022, equivalent to about 1/5 of the annual capacity of its Texas plant.

Panasonic, another supplier of Tesla, announced on Wednesday that it has decided to postpone commercial mass production of 4680 batteries due to difficulties in meeting production and performance targets (Panasonic currently runs only one 4680 trial production line at its plant in Wakayama Prefecture, Japan). The latest plan is to start production from April to September 2024, later than previously scheduled (April 2023 to March 2024).

In addition, Tesla South Korean supplier LG Energy Solutions said last month that it planned to build a new 4680 battery production line at its local factory by the end of this year, but did not say when the battery would start mass production.

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