After Tesla's Texas Gigafactory opened last week, Tesla officially delivered the first mass-produced Y-model with 4680 batteries on April 10
According to reports, the first 4680 battery y-type models delivered are dual-motor four-wheel drive models. The battery capacity is slightly larger than that of the current standard series models, reaching 66 kWh (60 kWh for domestic rear-drive models) and a full-power EPA range of 280 miles (about 450 km).
Although for dual-motor four-wheel drive models equipped with small capacity batteries, the endurance does not seem to be as good as domestic rear-drive models, it is very good to achieve such results under the durability standards of the EPA
According to the plan, tesla model y will launch four-wheel drive and high-performance models equipped with 100kwh 4680 batteries in the future, and the price of new cars will also be higher than existing models. (Cash was $375,900 and $417,900 respectively)
Based on a 280-mile range of 66kwh, a y-type EPA equipped with a 100kwh battery will exceed 424 miles (about 682 kilometers) without taking into account the increased weight of the vehicle. Converted into the domestic CLTC endurance standard, equivalent to about 800 kilometers. (At present, the maximum cruising range of domestic models is 660 km)
According to previous media reports, the 4680 battery is a new battery technology released by Tesla in September 2020. It has a capacity of more than 5 times that of a 2710 battery. The breakthrough electrodeless ear structure improves the performance of the battery and increases the energy density of the battery. At the same time, special conductive coatings and technologies are used to solve the geometry and heat dissipation problems after the battery volume becomes larger
Tesla wants to become the world's largest battery factory
Unlike the previous power battery outsourcing model, Musk said that the Austin plant will become the world's largest battery factory, producing and supplying 4680 batteries. Earlier, Tesla officials said tesla's 4680 battery capacity is expected to reach 100GWh by the end of 2022, meeting the needs of 1.3 million electric vehicles
This means that Tesla should vigorously get rid of its dependence on battery suppliers and become a company that has independent power battery capacity in addition to its own batteries
Of the car companies, Tesla still maintains a good cooperative relationship with Panasonic. At present, Panasonic has initially produced 4680 batteries. Before Tesla Battery Day 2020, Tesla had discussions with Panasonic. After studying the cost, the balance of the vehicle itself, and the other possibilities that a cylindrical battery brings, Tesla confirmed that the 4680 was the best size for a vehicle battery. Compared to the 2170 battery, the 4680 battery can provide six times the power and increase the endurance of the whole vehicle by 16%
In addition, some media reported that LG energy solution and Samsung SDI have independently completed the research and development of 4680 battery samples, and CATL plans to mass-produce 4680 batteries in 2022. It is unclear whether it is Tesla's independent research and development or OEM
It can be expected that under the guidance of Tesla's huge sales, the 4680 battery will gradually become the new mainstream of the battery market. Previously, Tesla officials had made it clear that there was a plan for a $25,000 model. With the subsequent release of this model, the 4680 battery will further accelerate global scanning
Blade batteries encounter strong enemies
The 4680 battery produced at the Austin plant will likely be supplied to the North American market first. Only to meet the north American market demand for y-type, in order to supply To China, Europe and other markets. However, the 4680 battery required for domestic models may be produced by LG New Energy or Ningde Times. However, Tesla has not yet confirmed OEM orders from battery manufacturers other than Panasonic
Industry insiders pointed out that it is expected that the domestic market will purchase models equipped with 4680 batteries as soon as the second half of 2023 or the second half of 2024
It is worth mentioning that the 4680 battery produced by the supplier can also be provided to other OEMs in addition to meeting Tesla's needs. Panasonic's CEO previously said that the advent of the 4680 battery will affect BYD's market position
BYD blade batteries not only have obvious safety and cost advantages compared with ternary lithium batteries, but also based on special production processes, they can almost compete with ternary lithium batteries in terms of endurance. According to previous reports, the safety and cost of the 4680 are also significantly lower than the ternary lithium batteries on the market
At present, BYD is also vigorously opening up its own external battery supply orders to new energy automobile companies such as Xiaomi Weilai. If the subsequent 4680 battery enters the domestic market, there may be a cost war between the two