After introducing China’s cathode roll technology, Tesla’s innovative procurement strategy increased its 4680 battery production capacity

According to a report by LatePost, Tesla plans to purchase cathode rolls from two Chinese second-tier battery companies, which are expected to be shipped to the Texas factory in the United States starting in the second half of 2023 for use in the production of 4680 batteries. This move will help Tesla improve the stability and efficiency of its battery supply chain.

#The two suppliers selected by Tesla after an audit last year are the best among Chinese power battery companies. In the entire battery cost, the positive electrode coil accounts for 35%. Tesla plans to continue purchasing cathode rolls made in China and continue using its strategy of remanufacturing batteries until the third quarter of this year. According to sources within Tesla, Panasonic, Tesla’s battery supplier, plans to start producing 4680 batteries in the third quarter of this year.

According to the editor’s understanding, Tesla tried to purchase cathode rolls from CATL, BYD Fudi Battery and other companies, but was rejected.

The report pointed out that Tesla chose to import cathode rolls in order to expand the production capacity of 4680 batteries.

At the Battery Day event on September 23, 2020, Tesla announced the official release of the 4680 battery. According to Tesla, the single energy of this new battery has increased by 5 times, the vehicle's cruising range has increased by 16%, the power has increased by 6 times compared with traditional batteries, and the power output has also increased by 6 times. This technological breakthrough will bring more efficient and reliable battery solutions to the electric vehicle industry. Tesla's move is considered an important milestone in promoting the development of the electric vehicle market.

Tesla announced in October last year that the 20 millionth 4680 battery had rolled off the production line at the Texas Gigafactory in the United States. In fact, the 10 millionth 4680 battery had already rolled off the production line on June 17 last year. This milestone took about 16 weeks, with an average daily production capacity of about 85,500 pieces.

Tesla’s recently released Cybertruck is the first model to use 4680 batteries, which shows Tesla’s emphasis on new generation battery technology. In order to ensure sufficient battery supply, Tesla temporarily stopped production of the 4680 Model Y at its Texas factory. This move demonstrates Tesla's efforts to increase battery production capacity to meet market demand and promote further development of the electric vehicle industry.

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