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Panasonic to begin mass producing new 4680 Tesla battery by March 2024

reuters.com

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Re: Panasonic to begin mass producing new 4680 Tesla battery by March 2024

#31

Post by enragedcacti »

ButchC wrote: post #29

"Panasonic Corp (6752.T) said on Monday it will begin mass production of a new lithium-ion battery for Tesla Inc (TSLA.O) before the end of March 2024 at a plant in Japan." Was this detail added by the article writer? Unless something has changed, Tesla cells are produced at the Tesla factories. These 4680 production lines are for Panasonic to sell to customers. Actual press release: https://news.panasonic.com/global…

Tesla has been a huge proponent of the 4680 and rely on Panasonic for a huge number of batteries. I doubt they will supply them exclusively to Tesla but the vast majority will likely go there since no other EV platform (that I'm aware of) is ready to accommodate 4680s.

Re: Panasonic to begin mass producing new 4680 Tesla battery by March 2024

#32

Post by mdorazio »

luxurytent wrote: post #11

As a Canadian who's currently driving a 9 year old Mazda 3, I'm waiting for the day it decides to call quits so I can move to an EV (9 isn't that old, so I'm hopeful at least another 2-3 years) That said, I wish there was a site that simply told me now's the right time to buy an EV. With supply chain issues, long waits for a new car, government rebates, and the influx of new inventory/models, it's hard to keep up whe…

Fwiw, I work in the sector and track the TCO comparisons for business modeling. Unless there’s a major shift (ex. Resurgence of tax rebates), you’re looking at 2025-2026 being the sweet spot where EVs will have plentiful options and actually make sense financially for most people instead of keeping a used ICE car.

Re: Panasonic to begin mass producing new 4680 Tesla battery by March 2024

#33

Post by imwillofficial »

ajross wrote: post #26
felipemnoa wrote: post #16

Earlier quoted context omitted.

I guess it depends a lot on the mileage but I know people with 20 year old Toyota Corollas with more than 200 thousand miles that are still going strong. No crazy maintenance costs either.

FWIW: that's a survivorship bias effect. Old cars don't have "crazy maintenance costs" until they do, at which point they get scrapped and aren't in the population of "old cars" anymore. It's absolutely possible to find 20 year old Corollas (or whatever). But that's not representative. (Also, those 20 year old cars tend to be running around with components from a bunch of parted-out 14 year old vehicles!)

“ But that's not representative.” Except that it is.

Re: Panasonic to begin mass producing new 4680 Tesla battery by March 2024

#34

Post by _ea1k »

ButchC wrote: post #29

"Panasonic Corp (6752.T) said on Monday it will begin mass production of a new lithium-ion battery for Tesla Inc (TSLA.O) before the end of March 2024 at a plant in Japan." Was this detail added by the article writer? Unless something has changed, Tesla cells are produced at the Tesla factories. These 4680 production lines are for Panasonic to sell to customers. Actual press release: https://news.panasonic.com/global…

Model S and X use 18650s manufactured in Japan. Maybe this is some long term plan to transition some unannounced vehicles to 4680?

Re: Panasonic to begin mass producing new 4680 Tesla battery by March 2024

#35

Post by Lascaille »

mrfusion wrote: post #18
felipemnoa wrote: post #16

Earlier quoted context omitted.

I guess it depends a lot on the mileage but I know people with 20 year old Toyota Corollas with more than 200 thousand miles that are still going strong. No crazy maintenance costs either.

Older cars can work great but I just lose confidence in taking longer trips. If it’s statistically going to die soon I feel like there’s a large risk of getting stranded somewhere.

>If it’s statistically going to die soon I feel like there’s a large risk of getting stranded somewhere.

If you're in North America are you really going to be 'stranded' or just footing the cost of a one-way rental and waiting for the check from the junkyard which will almost certainly cover it?

Re: Panasonic to begin mass producing new 4680 Tesla battery by March 2024

#36

Post by londons_explore »

mrfusion wrote: post #19
blisterpeanuts wrote: post #15

Earlier quoted context omitted.

I'm guessing in about a year. Supply chain problems, primarily chips but also some other parts, continue to plague auto manufacturing. In my industry (RFID), we're expecting the pipelines to unclog in about Q1 of '23 though we might see some relief before then. In late '22 there will likely be a wave of car buying, from pent-up demand, dumping lots of used cars on the market. Might be a good time to shop used. You mi…

A coming car glut is almost as scary as the current shortage.

The car glut will be in non-EV's. There are a lot of buyers who don't care what type of car they have, and will buy an EV the moment they get cheaper than a gas car - therefore sucking up any glut.

Re: Panasonic to begin mass producing new 4680 Tesla battery by March 2024

#37

Post by bushbaba »

blisterpeanuts wrote: post #15
luxurytent wrote: post #11

As a Canadian who's currently driving a 9 year old Mazda 3, I'm waiting for the day it decides to call quits so I can move to an EV (9 isn't that old, so I'm hopeful at least another 2-3 years) That said, I wish there was a site that simply told me now's the right time to buy an EV. With supply chain issues, long waits for a new car, government rebates, and the influx of new inventory/models, it's hard to keep up whe…

I'm guessing in about a year. Supply chain problems, primarily chips but also some other parts, continue to plague auto manufacturing. In my industry (RFID), we're expecting the pipelines to unclog in about Q1 of '23 though we might see some relief before then. In late '22 there will likely be a wave of car buying, from pent-up demand, dumping lots of used cars on the market. Might be a good time to shop used. You mi…

It seems non Tesla EVs deprecate quickly. If you just need a commuter car, or car for local shopping. They can be a great deal. For example a 2013 Nissan Leaf that gets ~70 miles of range can be bad for 6k.

Re: Panasonic to begin mass producing new 4680 Tesla battery by March 2024

#38

Post by [deleted] »

felipemnoa wrote: post #16
luxurytent wrote: post #11

As a Canadian who's currently driving a 9 year old Mazda 3, I'm waiting for the day it decides to call quits so I can move to an EV (9 isn't that old, so I'm hopeful at least another 2-3 years) That said, I wish there was a site that simply told me now's the right time to buy an EV. With supply chain issues, long waits for a new car, government rebates, and the influx of new inventory/models, it's hard to keep up whe…

I guess it depends a lot on the mileage but I know people with 20 year old Toyota Corollas with more than 200 thousand miles that are still going strong. No crazy maintenance costs either.

[deleted]

Re: Panasonic to begin mass producing new 4680 Tesla battery by March 2024

#39

Post by Gravityloss »

Goz3rr wrote: post #13
colejohnson66 wrote: post #4

Earlier quoted context omitted.

Assuming this image I found online is of 4680s, there’s quite a bit of wasted space: https://www.teslarati.com/wp-content/uploads/2021/01/tesla-4...

The actual arrangement of cylindrical cells is staggered: https://cdn.motor1.com/images/mgl/XkV66/s1/tesla-model-y-468...

Exactly. Sandy Munro has an excellent video with multiple different battery packs torn down and compared: https://www.youtube.com/watch?v=4JiDZVO9NdM

You can see that the cooling channels in the Tesla pack are these hollow undulating aluminum shapes. Can imagine they're not very cheap. Also the Tesla packs are filled with some kind of bonding foam, making repairs near impossible.

Re: Panasonic to begin mass producing new 4680 Tesla battery by March 2024

#40

Post by rtkwe »

luxurytent wrote: post #11

As a Canadian who's currently driving a 9 year old Mazda 3, I'm waiting for the day it decides to call quits so I can move to an EV (9 isn't that old, so I'm hopeful at least another 2-3 years) That said, I wish there was a site that simply told me now's the right time to buy an EV. With supply chain issues, long waits for a new car, government rebates, and the influx of new inventory/models, it's hard to keep up whe…

Right now probably isn't because the car market is insane with dealers getting away with markups above sticker price because the market is so hot. Otherwise the tech seems to mostly be there the biggest issue is charging networks on longer trips. I've watched a few different videos that highlighted that other companies that rely on charging networks instead of going DIY like Tesla has have some issues with finding chargers in areas. It's a fixable problem but the people would often drive to a charger only to find it's a slow or broken charger and there was no way to know before they got there. (Or at least it wasn't easily visible in the navigation information like you can see with Teslas).
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