Contradictions? Tesla triples production of 4680 cells, but does not include them in the Semi

Tesla has updated the information of its progress in the cell production 4680 that should be part of the batteries of their electric cars. When they were announced, they presented themselves as a milestone in the innovation of this component, which would revolutionize manufacturing costs and the efficiency of vehicles. However, the difficulties involved in some manufacturing processes are delaying its implementation, which began with the Model Y that is manufactured in Austin, Texas. The new statement includes include conflicting arguments: announces the progress in the production ramp and, on the other hand, the reduction of its dependency.

In 2020, the famous Battery Day was the starting signal for a new battery technology that Tesla considered a historic milestone, a revolution in the production of electric cars and in the general efficiency of this component. A new battery cell format that It would revolutionize the industry by reducing costs by almost 50%. At the time, the automaker was already operating a pilot production line in Fremont, California.

Subsequently, Tesla admitted that several parts of the production process, and specifically the dry coating of its electrodes, made it difficult to achieve mass production of the cells, with which the process of implementing them in the Model Y, the first of its electric cars to be would incorporate them, it took longer than expected. The manufacturer’s intention is that both the Tesla Cybertruck and the Tesla Semi incorporate this type of battery from the beginning of its production.

Until now, the information provided by the manufacturer has been scarce regarding the number of cells produced monthly. This month, along with the financial results of the first quarter, Tesla has updated the data on production, arguing that “the total number of 4680 cells produced (shipped for packaging) increased three times sequentially in the third trimester.

Elon Musk has already warned that the Tesla Semi will not include 4680 cells in its batteries.

A fact that really does not contribute much to knowing the reality of production because the data of the cells manufactured in the second or in the first quarter is not known. But Tesla CFO Zachary Kirkhorn shared some additional information during the post-financial results conference call: “Production ramping is going well, as Elon said: total production increased threefold quarter over quarter, and production is about to exceed what is necessary to 1,000 cars per week this quarter”.

Considering an average of 60 kWh per car, this figure would mean a production of 60 MWh per week or 3 GWh per yearwhich although it is not a mass production capacity, it is certainly significant.

In parallel, Tesla has also made new comments showing that the manufacturer is trying not to rely on this increased production of 4680 cells for its new vehicle programs. Its CEO, Elon Musk, has already warned that you are not using 4680 cells in the semithe electric truck that is scheduled for its first deliveries on December 1.

When asked if the Tesla Cybertruck, the company’s electric pick-up, would be affected by the production ramp of the 4680 cells, the leader said that he does not expect it to be affected as it has happened to the Semi.

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