Tesla's long-standing 4680 is finally about to be mass-produced, and the first Model Y models equipped with 4680 batteries will be delivered at the end of Q1 2022. According to the latest news, Tesla's 4680 battery yield rate has reached 95%, and it has accumulated more than 1 million 4680 batteries. Such a yield rate can support Tesla to build a production line to produce more 4680 batteries.
Most importantly, there is news that the Model Y full meter display with 4680 battery 89 kWh of electricity has reached 650km, which is much higher than the current domestic 2022 model 2170 battery Model Y full meter display life between 520-530. According to the driving experience of Che Zhijun, the daily use of the meter endurance in a city like Shenzhen is still very reliable, and even the driving mileage higher than the table display endurance is even issued.
The mass production and mass production of the 4680 battery means that the last piece of the fuel car's proud endurance will be defeated by electric vehicles. Not to mention in terms of acceleration experience, driving experience, intelligent experience, etc., as for energy replenishment, with the improvement of the charging network, the endurance anxiety of electric vehicles will be eliminated. Fuel vehicles in front of electric vehicles, may not really have any advantages.
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Endurance on the electric car to catch up with the fuel vehicle
Tesla's ternary lithium battery has always been cylindrical, the earliest was 1865, and then upgraded to 2170, which is now the mass production battery specifications, the latest 4680 battery will usher in mass production.
18, 21, 46 refers to the diameter of the battery is 18mm, 21mm and 46mm, 65, 70, 80 refers to the height of the battery is 65mm, 70mm and 80mm, from these figures can also see Tesla's cylindrical ternary lithium battery block is getting larger and larger, which is of great significance to reduce production costs and improve endurance. Simple understanding, that is, the larger the size, the lower the cost, and the stronger the endurance under the same quality.
Battery cost is the most important cost of electric vehicles, often accounting for about 50% of the cost of the vehicle, and endurance is one of the most important considerations for consumers when buying pure electric vehicles, and it is also one of the most proud factors for fuel vehicles in front of electric vehicles.
The large-scale mass production of 4680 batteries will allow electric vehicles to catch up with fuel vehicles in terms of endurance. It is worth mentioning that the entire battery industry is following up on the 4680 battery research and development and mass production.
Take Tesla Model Y competitor Mercedes-Benz GRC as an example, Mercedes-Benz GRC fuel tank volume is 66L, according to the owner feedback fuel consumption range, Mercedes-Benz GRC 260 fuel consumption range in 9.12-11.71L/100km, the average is 10.42L/100km, Mercedes-Benz GLC 260 full fuel endurance is about 633 kilometers, slightly lower than the Model Y model equipped with 4680 batteries.
In terms of price, the price of the long-endurance Model Y model is 347,900 yuan, the price of the performance version of the Model Y is 387,900 yuan, and the Price of the Mercedes-Benz GLC 260 is 402,500 yuan. The price of mercedes-Benz GLC is higher, if Tesla puts the price difference on the configuration that enhances the sense of luxury, how will consumers choose? Because, in the driving experience, intelligent experience, the difference between the two is like the difference between Nokia and Apple.
As for the charging problem of electric vehicles that are criticized by fuel vehicle fans, if you look at it at a certain point, it seems that electric vehicles have a big problem, for example, there are high-speed service area charging queues on holidays, and even car owners have a big fight for this. However, if placed in daily use, the experience of electric vehicles is good.
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The sense of use of electric vehicles will surpass that of fuel vehicles
Under the premise of solving the problem of endurance and energy replenishment, the difference in the use experience of electric vehicles and fuel vehicles is the difference in the use experience of smart phones and functional machines in the mobile phone industry. Readers may not have driven an electric car, but after using a smart phone, you will never use a feature phone. These are species of two eras.
The sense of use of the car, in the view of Che Zhijun, is mainly in several aspects: 1, endurance and energy replenishment; 2, driving and safety; 3, maintenance. The following will separately explain the use of Che Zhijun, why Che Zhijun believes that the use of electric vehicles will surpass fuel vehicles.
1. Battery life and replenishment
Che Zhijun is driving the 2021 long-endurance Model Y, the full meter shows a battery life of about 490, the daily urban use of about 400 charging without any problems, high-speed top speed limit 120 open, 400 km endurance without pressure. Che Zhijun returned to his hometown for 400 kilometers one-way, and repeated round-trip personal tests.
If it is a long-endurance Model Y equipped with a 4680 battery, it is possible that the 4680 battery will only be supplied to the long-endurance and performance version of the model, and the standard endurance version may continue to use lithium iron phosphate batteries to reduce costs. Of course, it is not excluded that the cost of 4680 batteries is lower after large-scale mass production. It depends on the price/performance ratio of both.
The 4680 long endurance Model Y 89 kWh full power 650km of the meter endurance, for one-way travel of 550-600 km is no stress. If used in the city, it may only be charged once every two weeks. Speaking of charging environment, Che Zhijun charges once a week to two weeks, each charge is 60-70 minutes, taking advantage of the charging time to exercise, hang out, play mobile phones, etc., is a very good experience. If you start a family, the solitude time for charging may be more precious, and everyone needs time alone. For users with home charging piles, the experience may be better.
High-speed replenishment, especially during the peak holiday period, is still a major pain point, but it is worth mentioning that Tesla began to lay out charging piles in the high-speed service area, and tesla supercharging in the first high-speed service area in Guangdong Province (Shenhai High-speed Dahuai service area Zhanjiang direction) was put into use during the Spring Festival of the Year of the Tiger, which is also a service area for Che Zhijun to queue up for charging before the 21st National Day. Subsequently, Che Zhijun firmly executed the high-speed homecoming and set off with full electricity.
During the peak holiday season, it is an indisputable fact that the battery needs to be queued up in the service area to charge, and a similar situation occurs in fuel vehicles. However, with the advancement of battery technology, the acceleration of charging speed, and the increase of charging piles, it will become more and more convenient. Think about it, the Performance endurance of 650km Model Y, plus Tesla overcharge 15 minutes to replenish 200km, 30 minutes to replenish more than 300 km, once Tesla completes the high-speed network of the supercharge network, travel is still worried about battery life?
2. Driving and safety
Che Zhijun did not buy 64,000 FSDs, and the standard AutoPilot is enough to meet the driving needs, especially in the high-speed and urban expressways are used to opening AutoPilot, which is really worry-free and labor-saving.
In addition to AutoPilot, reversing images and reversing radars, as well as image assistance for turning lights, safety can be greatly improved. Safety involves insurance issues, all think that electric vehicle insurance has increased, Che Zhijun just renewed, no insurance, the premium is several hundred yuan lower than the first year, but also asked, compared to fuel vehicles, the premium of electric vehicles is hundreds of dollars more expensive. In the case of insurance, the premium may decrease as the data increases.
In terms of driving experience, the 0-100km acceleration of the long-endurance Model Y is 5.6 seconds, which is enough to kill most models on the road, and the driving pleasure is very good, especially if you need to temporarily change lanes to overtake or encounter possible dangers.
3. Maintenance
Che Zhijun's Model Y is about to turn a year old and has traveled more than 20,000 kilometers. The current maintenance cost is zero. Users of oil trucks can say how much maintenance costs.
Maintenance, because it was scratched twice, there is still a voice, the first time the problem is not big, changed the fog lights and repair the front bumper, maintenance billing said are not willing to take such a small order, maintenance profits are too small, business well, can understand. The second time is more serious, changed the headlights, looked at the maintenance list, the price of the headlights is more than 9,000 less than 10,000, and the lamp factory often 3-4 million headlights compared, is very cheap.
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summary
From the perspective of the use experience, there is nothing wrong with electric vehicles, and the cost of use is really low.
As for battery life and energy replenishment, driving and safety, maintenance, Che Zhijun's experience shows that Tesla's car is worry-free, and the one-price sales model avoids various pitfalls in 4S stores, which is also a very good feeling. As for the sense of luxury, this is indeed what Tesla lacks, and may be what the Model Y lacks, after all, the new Model S and Model X are there.
The competition of electric vehicle stacking is the most barrier-free, which includes automatic driving hardware stacking, materials for creating a luxurious experience, etc., which can be achieved by increasing costs. Once Tesla lowers the maximum single cost of batteries for this electric car with 4680 batteries or better battery technology, adding to the heap of luxury experience is easy. This depends entirely on Tesla's business strategy.
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