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>if they become a huge player in batteries They're already number one, worldwide, and by far. >keep their dominant car margins while gaining market share. Th
by rcMgD2BwE72F 5y ago
>if they become a huge player in batteries
They're already number one, worldwide, and by far.
>keep their dominant car margins while gaining market share.
They're doing both at the same time.
- colinmhayes 5y agoIt's certainly possible, just seems unlikely now that other car makers are releasing electric cars that are actually good.
- ac29 5y ago> They're already number one, worldwide, and by far. Source? The only info I can find in a quick search shows they have the largest single factory, but other manufacturers are larger in aggregate, and Telsa is only a small part of the overall market: https://www.statista.com/statistics/1246713/largest-lithium-ion-battery-factories-worldwide/ https://www.statista.com/statistics/1246713/largest-lithium-... edit: here's a better source, showing them not even number one for Electric Vehicles https://spectrum.ieee.org/the-top-10-ev-battery-makers https://spectrum.ieee.org/the-top-10-ev-battery-makers
- rcMgD2BwE72F 5y agolol, CATL's first customer is Tesla. LG is also a major Tesla supplier. Idem for Pana and Samsung. Even BYD is expected to sell their cells to Tesla (under review as we speak). These players are fighting for Tesla's contracts, and Tesla will keep buying all their batteries while adding their own production capacity (search for "project roadrunner"). What matters is 'who has access to the end customers' and to the best tech. Tesla has so much demand from grid operator that they can easily buy all the supply. They're just limited by their own production / assembly / installation capacity.