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It's not going to, but they don't need to maintain their position. Tesla's advantage over everyone else is their ability to mass-manufacture quality battery pac
by zhdc1 7y ago
It's not going to, but they don't need to maintain their position. Tesla's advantage over everyone else is their ability to mass-manufacture quality battery packs. As long as they can be the first company to integrate advancements in range/reliability (and don't have to worry about manufacturing capacity constraints), they can walk into pretty much any segment they want.
- threeseed 7y agoAt least for their China factory Tesla is getting their batteries from CATL who also supply Mercedes, Porsche, Toyota, VW etc. Tesla isn't going to have much of an advantage in batteries for quite some time until their Maxwell R&D acquisition pays off.
- rcMgD2BwE72F 7y ago>For their China factory Tesla is getting their batteries from CATL Source? They were only rumors this summer that Tesla could be provided cells by CATL in the future. I couldn't find a report that says it's been the case already.
- zhdc1 7y agoI wasn't talking about the individual cells (although this is probably true, especially once you start looking at batty cell access/capacity), but the battery packs and related electronics. GM, VAG, and the other traditional manufacturers are still playing catch up, and outside of maybe VAG will probably be playing catch up for a long time.
- sunstone 7y agoYes, it's really in the battery pack, rather than the individual cells, where Tesla has a commanding lead in the technology and the cost.