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

Thank CTOnews.com netizens Wa for the clue delivery of pure water! CTOnews.com September 19 news, recently in Tesla North American official website, the basic Model Y AWD model loaded with 4680 batteries is no longer available. At present, only the Model Y long-lasting version and high-performance version (Long Range, Performance) produced by Tesla's California super factory are available for consumers to buy.

According to CTOnews.com, Tesla is the only company in the world that has achieved mass production of 4680 batteries. The sudden disappearance of Model Y AWD from Tesla's US official website has triggered all kinds of speculation. There is speculation that Tesla may face a shortage of 4680 batteries because the Model Y made by the Texas superfactory uses 4680 batteries. There may be two reasons for the shortage, one is the increased demand for this kind of battery due to the production of the Cybertruck test vehicle, and the other is that Tesla is upgrading the 4680 battery from the existing first generation (V1) to the next generation (V2), because the original 4680 battery unit (V1) actually does not provide significant battery life and efficiency advantages over the 2170 battery unit.

The first reason seems more reasonable, which is that the production of Cybertruck requires a large number of 4680 battery units. According to the last official report, Tesla reached a production capacity of 868000 4680 battery units per week at the Texas Super Factory in December 2022. But this still doesn't meet the demand, especially as Cybertruck delivery is just around the corner. According to the latest information, Tesla has booked more than 2 million Cybertruck vehicles.

It is worth mentioning that recently, foreign media Teslaoracle filmed the drone flight of the Texas super factory, and the video showed that Tesla received some large boxes and other equipment, which were sent to the 4680 battery production plant of the Texas super factory. Tesla is upgrading and revamping his superfactory in Austin, Texas, in order to start delivering Cybertruck next month. Tesla may temporarily suspend production of Model Y at the Texas superplant to focus on Cybertruck production and delivery. The production of 4680 battery units also needs to be reassigned to Cybertruck in order to rapidly expand its manufacturing scale. The new machinery and equipment received by the Texas Super Factory indicates that Tesla is increasing the production capacity of battery units and packs in the Texas Super Factory.

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