Tesla gains ground on 4680 battery cells, diminishes reliance on them
Tesla gave an update on the advancement of sloping up 4680 battery cell production. It seems like they are gaining ground, yet the automaker additionally gives off an impression of being diminishing reliance on the new cell.
At its Battery Day in 2020, Tesla revealed its 4680 battery cell and made a big deal about how the new battery cell format could upset the business by reducing expenses by cutting costs by almost 50%.
At the time, the automaker was at that point working a pilot production line in Fremont, California.
Nonetheless, Tesla has admitted that there are a few parts of the process of creating the cell in volume that has been harder to deliver than anticipated.
It has been difficult to track the progress, as Tesla is sharing the production capacity of the 4680 cells instead of how it contrasted with different quarters.
In any case, it seems like Tesla is gaining some progress in an update that accompanied the arrival of Tesla’s Q3 2022 financial results:
The total number of 4680 cells produced (cells sent to formation) expanded 3x sequentially in Q3.
That would be great in the event that we knew the number of cells Tesla that produced in Q2, since, supposing that the number was low, a 3x increment isn’t exactly noteworthy.
Be that as it may, Tesla CFO Zachary Kirkhorn shared an extra snippet of data during the telephone call following the release of the financial outcomes:
The incline is working out positively, as Elon said – total result is up 3x quarter over quarter, and production is tracking to surpass 1,000 vehicle cells each week this quarter.
At 60 kWh per vehicle, it would mean 60 MWh of weekly 4680 battery cell production or 3 GWh on an annualized basis. That is not a gigantic production capacity, but rather it is positively huge.
Interestingly, Tesla additionally offered new comments that show the automaker is pointing not to be subject to inclining up 4680 cell production for new vehicle programs.
CEO Elon Musk said that Tesla isn’t involving the 4680 cells in the Tesla Semi electric truck.
Musk was additionally inquired as to whether the Cybertruck will be impacted by the 4680 production ramp. While the CEO didn’t say that the vehicle doesn’t use the cells, similar to Tesla Semi, he said that he doesn’t expect the electric pickup truck to be impacted.