4 ms·
Here's the estimate for the lead times for the top grid suppliers. Tesla is the largest and fastest. So no need for Tesla, but they'd be the first according to
by briandw 1y ago
Here's the estimate for the lead times for the top grid suppliers.
Tesla is the largest and fastest. So no need for Tesla, but they'd be the first according to this AI researched summary.
Tesla: 12–18 months (fastest). Tesla’s 40 GWh Megafactory, vertical integration, and proven deployment speed (e.g., Hornsdale in 100 days) make it the leader. A 4 GWh order could be split across multiple sites, leveraging prefabricated Megapacks and software to streamline commissioning.
CATL: 18–24 months (close second, if partnered). CATL’s 300 GWh cell capacity could produce 4 GWh in weeks, but integration by partners like Fluence or Sungrow adds time. Direct TENER deployment could approach Tesla’s speed if CATL scales system assembly.
BYD: 18–24 months. BYD’s 100 GWh capacity and LFP expertise are strong, but slower project execution and less software focus trail Tesla.
Fluence and Sungrow: 24–36 months. Both lack proprietary manufacturing and rely on external cells, extending lead times.