IT Home reported on December 22 that Musk announced last month that Tesla's Cybertruck pickup truck will achieve the goal of producing 250,000 units per year by 2025. According to a report by Reuters Beijing time this morning, citing nine sources, Tesla is still far from such a production target, because one of the "main" bottlenecks is the production speed of 4680 batteries.
This 4680 battery uses a novel dry-coating technology in the manufacturing process. Reuters used a combination of publicly available data and publicly available data provided by the sources mentioned above, and the results show that Tesla's Giga plant in Texas currently produces 4,680 battery cells that can power only 24,000 Cybertrucks per year, equivalent to about 10% of the target production.
Based on the number of batteries in the Cybertruck's 4680 battery pack, Tesla would need to produce 3The goal of 400 million batteries. In other words, it would be close to 1 million units a day to meet the demand for 250,000 cybertrucks.
Calculations show that it currently takes 16 weeks for the Texas plant to produce 10 million batteries. This means that the annual production of such batteries is 32.5 million, which is equivalent to the battery usage of 24,000 cybertrucks.
Musk has also previously said that it is easy to prototype (producing the Cybertruck) and that production is "hell". This time, according to these 9 people, Tesla has not yet solved the problem of "dry coating" on an industrial scale. They say that the anode dry coating of the 4680 battery is currently fine, but the production of the cathode dry coating – which is also the most expensive part of the battery – is having a hard time.
Tesla also wants to use the 4680 battery to power other vehicles, especially the value 2020 that is expected to launch in the mid-2020s$50,000 (IT House Note: Currently about 17.)90,000 RMB).
According to Tesla's head of batteries, Drew Baglino in October, Tesla plans to install eight production lines at its Texas factory in two phases, with the last four lines to be operational by the end of 2024. However, people familiar with the matter said that it is not easy to copy existing technology from one production line to another.