Ramping up production of the the Tesla 4680 battery cells is taking longer than Elon Musk hoped for. 2023 seems like a realistic time frame.
, a company that specialized in making advanced ultracapacitors. But Tesla didn’t buy the company for that. It bought Maxwell because of its dry cathode expertise, knowledge essential to manufacturing the 4680 battery cells Tesla was planning.
“They can produce in small volume but when they started big volume production, Tesla ended up with many rejects, too many,” one of the sources said, and added that production yields are so low that all the anticipated cost savings from the new process have failed to materialize — so far. The sources say Tesla is only halfway toward its goal of making the larger battery cells in the quantities it will need to meet its future production goals.
The 4680 cells are 5.5 times the size of the 2170 cells by volume. Tesla needs about 4,400 of the 2170 cells to power the Model Y and there are 17,600 points that need to be welded — four per cell — to create a pack that can be integrated into the car, according to the sources. Theonly needs 830 cells and Tesla has changed the design so there are only two weld points per cell. With only 1,660 welding points needed, the cost of battery packs with the larger cells should be significantly lower.
The sources predict that Tesla will find it difficult to fully implement the new dry coating manufacturing process before the end of this year, as Musk had previously forecasted. They suggest
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