tesla's trump card??
Regarding the 4680 battery, the dry cathode 4680 was developed by tesla, and Panasonic is planning to manufacture it at its Wakayama factory. There seems to be an intention to supply this 4680 battery to Subaru and mazda, which do not have their own EV battery manufacturers. If Panasonic sells the 4680 to Subaru and mazda, there is a possibility that tesla's patent royalties could generate revenue, so this relationship is of interest.
Furthermore, even if Panasonic sells batteries to domestic manufacturers, they will not function individually without a cooling system, which raises questions about how they will address this.
Moreover, while currently using CATL batteries, if the low-cost LFP-based 4680 battery becomes a reality, it is unclear whether they will switch to the 4680 battery, tesla will produce the 4680 themselves, or utilize Panasonic's production. The impact on tesla's stock price is expected, but I don't think it will worsen. The situation will become clearer as time passes.
These developments are expected to affect tesla's stock price, but I believe they will not deteriorate. The situation will become clearer over time.
In addition, $Tesla (TSLA.US)$ The demand for rechargeable batteries is solid, with installations confirmed in Miyazaki and Hitachi City in Japan, and already introduced or planned for installation in multiple locations overseas, including New Zealand, Australia, Canada, and within the United States. Furthermore, in China, the supply of electricity from solar power and rechargeable batteries is progressing, with expectations for tesla to receive orders. Profits are expected to increase in the near future.
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