Tesla may have already solved the issues with the 4680 battery.
It has been almost a full four years since Tesla introduced the new 4680 model at its Battery Day event in September 2020. The goal is to create a new type of battery, capable of achieving higher energy density and affordable manufacturing costs—this is a step towards creating its (eventual) 25,000-dollar electric car.
In June, Tesla announced that it had produced its 50 millionth battery cell. And now, just 101 days later, Tesla's production has doubled, reaching the milestone of producing 1 billion battery cells. Here's why this is important.
In June, Tesla announced that it had produced its 50 millionth battery cell. And now, just 101 days later, Tesla's production has doubled, reaching the milestone of producing 1 billion battery cells. Here's why this is important.
Tesla encountered problems during the development process of the 4680 model battery. After acquiring Maxwell Technologies, which has a unique 'dry electrode' process in 2019, the automaker has been tirelessly improving the battery's unique tab-less design, which is one of the key factors in achieving the lowest cost per kilowatt-hour. But this has also proven to be a nightmare for the manufacturer.
After five years of this process, CEO Elon Musk reportedly issued an ultimatum to the responsible team in May: if it cannot be solved by the end of the year, we may completely abandon it. Now, four months later, it appears that the company may have made a breakthrough.
After the recent surge in Tesla's battery cell production in the past few weeks, this assumption seems reasonable. Tesla first celebrated the production of the first million 4680 battery cells in January 2022, followed by 10 million in June 2023 - approximately 562,000 battery cells per month. Then, in June 2024, a year later, Tesla announced the milestone of reaching 50 million battery cells, meaning it has increased its production to over 833,000 battery cells per month on average.
Over the weekend, Tesla celebrated the production of its 0.1 billionth battery cell, which means Tesla now produces an average of 495,000 battery cells per day. Just to put it into perspective: the first 50 million took 29 months, while the second 50 million only took 3 months.
This is quite impressive.
In its second-quarter financial report, Tesla announced that it had started validation testing of its first batch of dry electrode 4680 batteries in July. The test subject is a prototype Cybertruck, which is reasonable considering that the 4680 is the battery model chosen by Tesla for this vehicle.
It appears that the increase in production signifies that Tesla is satisfied with the production of these batteries so far. It is currently unclear whether this growth is attributed to the dry electrode or if Tesla is simply increasing the production of existing batteries. However, the automaker has now produced enough batteries to build nearly 60,000 Cybertrucks.
Tesla said that increasing the production of 4680 batteries will be key to reducing the cost of its entire product line - one of the top priorities for the company right now. If Tesla has perfected this process, then this goal seems to be becoming more achievable every minute.
After five years of this process, CEO Elon Musk reportedly issued an ultimatum to the responsible team in May: if it cannot be solved by the end of the year, we may completely abandon it. Now, four months later, it appears that the company may have made a breakthrough.
After the recent surge in Tesla's battery cell production in the past few weeks, this assumption seems reasonable. Tesla first celebrated the production of the first million 4680 battery cells in January 2022, followed by 10 million in June 2023 - approximately 562,000 battery cells per month. Then, in June 2024, a year later, Tesla announced the milestone of reaching 50 million battery cells, meaning it has increased its production to over 833,000 battery cells per month on average.
Over the weekend, Tesla celebrated the production of its 0.1 billionth battery cell, which means Tesla now produces an average of 495,000 battery cells per day. Just to put it into perspective: the first 50 million took 29 months, while the second 50 million only took 3 months.
This is quite impressive.
In its second-quarter financial report, Tesla announced that it had started validation testing of its first batch of dry electrode 4680 batteries in July. The test subject is a prototype Cybertruck, which is reasonable considering that the 4680 is the battery model chosen by Tesla for this vehicle.
It appears that the increase in production signifies that Tesla is satisfied with the production of these batteries so far. It is currently unclear whether this growth is attributed to the dry electrode or if Tesla is simply increasing the production of existing batteries. However, the automaker has now produced enough batteries to build nearly 60,000 Cybertrucks.
Tesla said that increasing the production of 4680 batteries will be key to reducing the cost of its entire product line - one of the top priorities for the company right now. If Tesla has perfected this process, then this goal seems to be becoming more achievable every minute.
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