Tesla just announced that the 20 millionth 4680 battery has rolled off the production line at the Texas Gigafactory in the United States. The 10 millionth 4680 battery actually rolled off the production line on June 17 this year, which lasted about 16 weeks. At this stage, The average production capacity is about 85,500/day.

Of course, this is still a long way from Tesla’s annual production target of 100 GWh from the Texas factory, which currently has an annual production capacity of about 4 GWh.

Tesla has been producing the 4680 battery since it announced the technical details of the battery in late 2020. Production initially began at the Catto Road facility near the Fremont factory in California. Later, with the commissioning of the Texas Gigafactory, Tesla expanded the manufacturing of 4680 batteries to Texas and used this battery for some Model Y in North America. in the car model.

Tesla currently only produces 4680 batteries in small batches at its factories in Fremont, California, and Texas. By the end of 2022, they could be producing the batteries for more than 1,000 cars per week.

According to Tesla’s estimates, 10 million batteries can produce approximately 12,000 Model Y models. Beyond Texas, Tesla hopes to continue ramping up production of the 4680 cells to meet demand for other models that require the packs.

Last year, Tesla CEO Elon Musk said that the 4680 battery would be an “important” part of Tesla’s 2023 plans. Clearly, ramping up production of this battery and getting more 4680 battery packs into the company’s electric vehicles is a future goal.

In fact, the energy density of the early 4680 batteries was not as good as Tesla’s original 2170 batteries (13% lower), only 229Wh/kg (the Texas-made 4680 batteries are nominally 244Wh/kg, and theoretically can reach more than 300wh/kg ), it is unclear whether there has been an improvement.

For comparison, CATL’s best battery “Kirin Battery” was mass-produced in March this year. It only took 9 months from release to mass production. The nominal energy density can reach 255Wh/kg (lithium iron phosphate core is 160Wh/kg). kg), and surpasses the 4680 battery in terms of volume utilization, while BYD’s blade battery can reach 140Wh/kg.

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@TroyTeslike calculated based on the Tesla Model Y battery life test results released by the EPA and found that the energy density of the 4680 batteries used in a small number of standard battery life Model Y models in the United States is higher than the 2170 batteries commonly used by Tesla around the world 13% lower, only 229Wh/kg (4680 battery produced in Texas is rated at 244Wh/kg, but theoretically can reach more than 300wh/kg).

As a comparison, the best battery of the CATL, “Kirin Battery”, has been mass-produced in March this year. It took only 9 months from release to mass production, and the nominal energy density can reach 255Wh/kg (the lithium iron phosphate core is 160Wh/kg). kg), and surpasses the 4680 battery in terms of volume utilization, while the BYD blade battery can reach 140Wh/kg.

This may also be one of the reasons why Cybertruck’s mass production time has been pushed back and forth. This pickup is in great need of a new generation of 4680 batteries with higher energy density. Tesla executive Drew Baglino said the company plans to ramp up production of 4680 battery cells steadily ahead of next year’s Cybertruck production.

Tesla has already produced 4680 batteries in small batches in California and Texas factories. By the end of 2022, the company said, it could produce the batteries for more than 1,000 vehicles a week, equivalent to about one-fifth of the annual capacity of its Texas factory.

Panasonic, another Tesla supplier, announced on Wednesday that due to difficulties in achieving production and performance targets, it has decided to postpone the commercial mass production of 4680 batteries (currently Panasonic is only running a 4680 trial production line at its factory in Wakayama Prefecture, Japan), The latest plan is to start production from April to September 2024, later than previously scheduled (April 2023 to March 2024).

In addition, LG Energy Solutions, Tesla’s South Korean supplier, said last month that it planned to build a new 4680 battery production line at its local factory by the end of this year, but did not say when the batteries would begin mass production.

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