3 ms·

What lead? 99% of their battery volume is coming from Panasonic or CATL or other chinese manufacturer, Their 4680 cell has same power density as panasonic as of

What lead? 99% of their battery volume is coming from Panasonic or CATL or other chinese manufacturer, Their 4680 cell has same power density as panasonic as of today and they are only producing a tiny tiny volume today.

speedgoose 4y ago
You forgot LG.
csa 4y ago
> What lead? Do you think current production is the best they have? I don’t. The current production battery is most likely the most cost-efficient in terms of getting them into cars at the volume required, but I imagine that this could change very quickly if deemed necessary.
- sidibe 4y ago
  Is there anything in Tesla's history that would lead you to believe they'd be sitting on some technology and not making announcements every few months about their amazing progress on it and imminent production of it? Tesla is much more likely to announce a great new battery before they've even started working on it than after it's almost ready.
  - csa 4y ago
    One is marketing and/or hucksterism. The other is a moat. They absolutely are not going to announce/reveal their moat, especially when it loses a lot of its value as a moat when it is revealed. It seems like there are some doubters here. Just remember that you heard it here first when it happens. Expect 500-600 mile range for current vehicle line and substantially lower prices for current “long”range of ~320 miles, probably sold as one-motor “standard range” in order to keep the markets siloed.
- MoreSEMI 4y ago
  The current energy density of their batteries is pretty much at the theoretical limit of the “lithium-ion” chemistry. Unless they are sitting on a new battery chemistry, which I doubt, they would need to develop a new one.
  - csa 4y ago
    > Unless they are sitting on a new battery chemistry, which I doubt, they would need to develop a new one. I am willing to bet that there is a new design that is “in the can”. I am also willing bet that they will continue optimizing that design until the market dictates that it has to go to production.
- JoshTko 4y ago
  You said battery technology lead. Tesla is a battery manufacturing tech laggard. Tesla will ramp up but their current suppliers are not going to be sitting still.

speedgoose 4y ago

You forgot LG.

csa 4y ago

> What lead? Do you think current production is the best they have? I don’t. The current production battery is most likely the most cost-efficient in terms of getting them into cars at the volume required, but I imagine that this could change very quickly if deemed necessary.

sidibe 4y ago
Is there anything in Tesla's history that would lead you to believe they'd be sitting on some technology and not making announcements every few months about their amazing progress on it and imminent production of it? Tesla is much more likely to announce a great new battery before they've even started working on it than after it's almost ready.
- csa 4y ago
  One is marketing and/or hucksterism. The other is a moat. They absolutely are not going to announce/reveal their moat, especially when it loses a lot of its value as a moat when it is revealed. It seems like there are some doubters here. Just remember that you heard it here first when it happens. Expect 500-600 mile range for current vehicle line and substantially lower prices for current “long”range of ~320 miles, probably sold as one-motor “standard range” in order to keep the markets siloed.
MoreSEMI 4y ago
The current energy density of their batteries is pretty much at the theoretical limit of the “lithium-ion” chemistry. Unless they are sitting on a new battery chemistry, which I doubt, they would need to develop a new one.
- csa 4y ago
  > Unless they are sitting on a new battery chemistry, which I doubt, they would need to develop a new one. I am willing to bet that there is a new design that is “in the can”. I am also willing bet that they will continue optimizing that design until the market dictates that it has to go to production.
JoshTko 4y ago
You said battery technology lead. Tesla is a battery manufacturing tech laggard. Tesla will ramp up but their current suppliers are not going to be sitting still.