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Don't they get their batteries from Panasonic et al? Where's the value add in buying a Tesla battery instead of just getting one from one of their suppliers?
by lesuorac 2y ago
Don't they get their batteries from Panasonic et al?
Where's the value add in buying a Tesla battery instead of just getting one from one of their suppliers?
- toomuchtodo 2y agoDevelopers want a solution, not cells. It’s why Tesla’s Megapack solution is so popular, and they have a years long pipeline even at 80GWh/year of manufacturing capacity (split equally between California and China). Autobidder is also state of the art for orchestrating the assets for developers. With that said, BYD has a strong offering and recently landed a large contract (12.5 GWh) in Saudi Arabia. https://www.energy-storage.news/tesla-starts-production-at-shanghai-megapack-factory/ https://www.energy-storage.news/tesla-starts-production-at-s... https://www.tesla.com/support/energy/tesla-software/autobidder https://www.tesla.com/support/energy/tesla-software/autobidd... https://www.pv-magazine.com/2025/02/17/byd-to-supply-12-5-gwh-of-battery-storage-in-saudi-arabia/ https://www.pv-magazine.com/2025/02/17/byd-to-supply-12-5-gw...
- antisthenes 2y agoThey used to, maybe 5-6 years back when they were still using the most common 18650 format. With the switch to 21700 and 4680 batteries, they make their own (in China and I think some other US-based gigafactory)