Tesla has perfect launched it’s Q2 2021 financial results. On page 8 of the 28 page shareholder deck, Tesla detail their development on the 4680 battery cell that turn into once provided at battery day in September final year.
Below the Battery and Powertrain share, Tesla says,
We dangle got efficiently validated efficiency and lifelong of our 4680 cells produced at our Kato facility in California. We are nearing the head of producing validation at Kato: area quality and yield are at viable ranges and our point of curiosity is now on enhancing the 10% of producing processes that for the time being bottleneck manufacturing output.
While broad development has been made, we aloof dangle work before us before we can assemble quantity manufacturing. Interior break testing of our structural pack structure with a single-piece front casting has been profitable.
While perfect 2 paragraphs, there’s plenty to unpack from this. We now be taught that Tesla has efficiently validated the efficiency and longevity of 4680 cells, which is promising.
Their pilot region, located at Kato Road, Fremont has been the testing floor for what’s going to be cell manufacturing at each their unusual factories in Texas and Berlin.
It’s now been 10 months since Tesla provided the 4680 assemble component, chemistry and manufacturing efficiencies. The quality and yield are at viable ranges, leaving Tesla to refine the 10% of producing processes. Share of the success of 4680 steadily is the rate of producing, with a key component being the tabless assemble (indisputably many of tabs).
While Tesla doesn’t detail namely what the 10% is, we can even hear more in the Q2 earnings call later at the present time.
With out mention of any complications with the dry battery electrode know-how they obtained from Maxwell, it could possibly presumably well suggest that Tesla now dangle that sorted.
At battery day, Tesla acknowledged the unusual 4680 cell would provide 5x the vitality, 16% more fluctuate and 6x the energy. Upcoming vehicles, Cybertruck, Semi and Roadster are anticipated to make disclose of the 4680 cells.
Tesla also took time to philosophize that while broad development has been made, there could be aloof work forward before we can assemble quantity manufacturing.
Share of the battery pack narrative is to provide the pack structural, indisputably taking front and rear single-piece castings to assemble the chassis of the auto. On that front, Tesla mentions that they’ve performed inside break testing of the structural pack structure and that their single-piece front casting has been profitable.
We know already that single-piece casting is already in manufacturing Model Ys, so a front-casting (we presume a couple of vehicles), will plod up manufacturing, in the reduction of complexity and toughen earnings.
On page 16 of the shareholder deck, we secure an as much as this point photograph from within the Texas Gigafactory. This photograph from the Model Y Body Shop, appears to be like our first photograph of a Tesla Model Y with front and rear-casting, famously created with the Idra Gigapress machines.