Tesla’s 4680 battery cell program noticed some notable milestones within the second quarter of 2024.
Tesla famous in its Q2 2024 Replace Letter that it was capable of produce 50% extra 4680 cells within the second quarter in comparison with Q1 2024. The corporate additionally famous that in Q2, it was additionally capable of efficiently construct the primary validation Cybertruck geared up with in-house dry cathode 4680 cells.
“In Q2, we produced over 50% extra 4680 cells than in Q1 and continued to see price enhancements. In July, we entered validation of auto testing for our first prototype Cybertruck produced with in-house dry cathode 4680 cells – a serious price discount milestone as soon as ramped. Price discount throughout our product lineup stays a high precedence,” Tesla wrote in its Q2 2024 Replace Letter.
Current studies have urged that Tesla is planning to mass produce and set up 4680 cells with dry electrodes to shopper autos earlier than the top of the 12 months. Citing folks reportedly accustomed to the matter, Chinese language publication LatePost famous that the 4680 cell’s full iteration options destructive and optimistic electrodes which can be produced utilizing Tesla’s in-house dry electrode course of.
As per the publication, Tesla’s present 4680 cells reportedly function a destructive electrode that’s produced utilizing the corporate’s dry electrode course of, in addition to a optimistic electrode that’s acquired from a provider. Because the optimistic electrodes are sourced from a provider, they’re produced utilizing typical moist cathode processes.
If Tesla is ready to efficiently ramp the manufacturing of the 4680 cells’ full iteration, the electrical car maker may see substantial price financial savings for its autos. Tesla Vice President of Car Engineering Lars Moravy summarized the milestones of the 4680 program within the second quarter throughout the Q2 2024 earnings name.
“4680 manufacturing ramped strongly in Q2, delivering 51% extra gross sales than Q1, whereas lowering COGS considerably. We at present produce greater than 1,400 Cybertrucks of 4680 cells every week. We’ll proceed to ramp upward as we drive price down additional towards the associated fee parity goal we set for the top of the 12 months.
“We’ve constructed our first validation Cybertruck with dry cathode course of made on mass manufacturing tools, which is a large technical milestone, and we’re tremendous happy with that. We’re on observe for manufacturing launch with the dry cathode in This autumn. And this may allow cell prices to be considerably beneath accessible alternate options which was the unique purpose of the 4680 program,” Moravy mentioned.
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