Tesla’s 4680 Battery Cells on Track to Surpass Suppliers by Year-End

Tesla is projected to surpass its suppliers in producing cost-effective 4680 battery cells before the year’s end. This breakthrough is attributed to advancements in the company’s cell manufacturing, specifically the implementation of tabless cell technology. Despite initial setbacks, Tesla’s transition from cell user to manufacturer is a testament to its commitment to innovation and self-reliance. Tesla’s Vice President of Vehicle Engineering, Lars Moravy, emphasized the significant increase in 4680 production, exceeding the requirements for the Cybertruck. By the end of the year, Tesla aims to beat the cost of nickel-based cells from suppliers, a notable milestone in its battery program. Tesla’s decision to venture into cell manufacturing stemmed from concerns about supply chain constraints as other automakers ramped up their electric vehicle efforts. However, the recent slowdown in EV adoption has alleviated some of the pressure, making the 4680 program less critical, according to CEO Elon Musk.

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