I get that it’s fun to beat up on Tesla. We love nothing more than the little guy winning and the winning guy brought low. Tis the great cycle of life. However, Tesla is the largest battery manufacturer in the world, and manufactures their batteries at significantly lower cost, higher performance, tighter tolerances, and with greater automation than anyone else in the world. It’s underestimating the difficulty of the…
Tesla is the largest battery manufacturer in the world, and manufactures their batteries at significantly lower cost, higher performance, tighter tolerances, and with greater automation than anyone else in the world. Panasonic manufactures the battery cells for Tesla and most of the market. Tesla assembles the cells into batteries. It would be accurate to say that Tesla is the largest manufacturer of car batteries, b…
Tesla Gigafactory 1, which started in 2013, has already grown into the biggest battery factory in the world with an annual production capacity of over 20 GWh. [1]
Actually they have exceeded 20 GWh currently and are pushing towards 35 GWh. [2]
Panasonic is a 25% stakeholder in Gigafactory 1. The fact that you think Tesla merely assembles packs, is because most of what they are doing to hit $100/kWh is trade secret.
Their packs are cheaper, lighter, denser. They will be cobalt free. And that’s driven by Tesla IP not just Panasonic. [3]
As far as margins, the idea that you could ship a 50kWh electric car for $35,000 was pure and utter lunacy 10 years ago.
There literally isn’t enough battery production in the world to produce a million EVs a year, let alone 10 million. You are comparing apples to oranges.
[1] - https://www.google.com/amp/s/electrek.co/2018/09/26/panasoni...
[2] - https://www.tesla.com/sites/default/files/blog_attachments/g...
[3] - https://electrek.co/2018/11/13/tesla-battery-cells-improved/