Tesla seeks 4680 battery providers in China, CATL and others accelerate the development of large cylindrical batteries.
36 learned that Tesla has begun to look for 4680 large cylindrical battery partners in the country, in addition to the original battery supplier Ningde era and LG Chemical, Tesla negotiated the big cylindrical battery company also includes 100 million latitude lithium energy and so on.
One of the ways in which the current discussion is based is that “Tesla designs the 4680 battery, which is contracted by the battery manufacturer,” an industry source with Li-Wei Li energy told 36. ”
However, the partnership is still in its early stages, with another source saying that the 4680-large cylindrical battery is a new technology, and that the industry’s general pace is to start mass production in 2023, with many companies yet to produce samples.
In response to the information, 36-year-old asked Tesla China for a response, Tesla said: no comment.
Yiwei lithium energy is Huizhou, a lithium-phosphate battery technology leader, this year into the Xiaopeng automotive supply chain.
The company is also in the layout of cylindrical three yuan, square three yuan and other technologies, 100 million latitude lithium energy basic materials and technology research room director Yan Yaxuan has said that the company has laid out the large cylindrical battery 4680 and 4695 two large numbers, after 2023 will gradually market large cylindrical batteries.
Sources told 36, at the same time and Tesla to discuss 4680 battery cooperation is the Ningde era, LG Chemistry, etc. , has always adhered to the cylindrical route of the Bik battery also actively found Tesla. Currently, Ningde Times and LG Chemical are both suppliers of Batteries in China to Tesla, supplying lithium-ion phosphate batteries and cylindrical 2170 batteries, respectively.
“The big cylindrical batteries of the Ningde era are also accelerating, and the project name is ‘Golden Hoop Stick’.” LG Chemical has also developed large cylindrical batteries such as the 4680 and 4690 in a row, hoping to re-enter Tesla’s supply chain, sources told 36. As of this information, the Ningde era has not responded to this information.
On Battery Day last September, Tesla unveiled the 4680-no-polar large cylindrical battery technology. The 4680 is larger than Tesla’s previous 2170 batteries, which, according to official figures, will have a five-fold increase in energy density, a six-fold increase in output power, a 14 percent reduction in cost per kilowatt-hour, and a 16 percent increase in range for models with the battery.
With better performance and lower costs, Tesla has launched a 4680 battery replacement that has no suspense. For battery companies, this is undoubtedly another big opportunity to squeeze into Tesla’s supply chain and rewrite the market landscape.
Tesla is speeding up its ride with the 4680-cylinder battery. In a second-quarter earnings call, Tesla CEO Musk said the performance and life of the company’s 4680 batteries had been verified, manufacturing validation was nearing its end, and the focus was now on improving the manufacturing process.
In the future, both the Semi truck and model Y produced at the Tesla and Berlin plants are likely to use 4680 batteries.
Construction of the main building at the Berlin plant has been completed and is awaiting approval from Germany’s environmental authorities, with final approval expected in the fourth quarter and production likely to start next year. As a result, Tesla’s 4680 battery technology may be introduced domestically on the front and back feet.
Not only Tesla, BMW and other car companies also have plans to adopt large cylindrical batteries. Some industry sources to 36, BMW is the United Nations battery suppliers, the development of 4670 and other models of large cylindrical batteries.
In the battery industry, large cylinders are also becoming one of the technology trends, Ningde era, LG Chemistry, Samsung, Panasonic, Li-Wei Li-energy, Bick battery and other companies, are deploying large cylindrical batteries. A long-time car executive with square batteries also commented to 36-year-olds that “large cylindrical batteries have an overall efficiency advantage.
Unlike 2019, when it first built a plant in China, Tesla is now a multimillion-dollar company with annual sales. Tesla sold 495,000 vehicles worldwide in 2020, compared with 386,000 in the first half of this year, with the Chinese market accounting for nearly half of the 160,000 vehicles.
If two years ago the supply chain had a wait-and-see component for Tesla China, the answer is clear today, especially for Head Power Battery, which will directly correspond to a change in the shipping ranking.
Tesla is also spreading its bets on the supply chain because of high demand for capacity.
Previously, Tesla China’s lithium iron phosphate battery is mainly supplied by the Ningde era, cylindrical battery from LG Chemical, but this year, there have been a number of news, Tesla began to seek more lithium phosphate battery suppliers in China, including Li-Wei Li-energy and BYD, although both have denied market rumors.
Head battery companies may also be wary of the risk of a shuffling of new technology as it lands on a large scale.
Highlight:
- Missing Tesla will directly correspond to the seat change in the shipping ranking
36 exclusive | Tesla is seeking a 4680 battery partnership at home, and the Ningde era is accelerating the development of large cylindrical batteries, August 31, 2021
