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 in a position to produce 50% extra 4680 cells within the second quarter in comparison with Q1 2024. The corporate additionally famous that in Q2, it was additionally in a position to efficiently construct the primary validation Cybertruck outfitted with in-house dry cathode 4680 cells.
“In Q2, we produced over 50% extra 4680 cells than in Q1 and continued to see value enhancements. In July, we entered validation of auto testing for our first prototype Cybertruck produced with in-house dry cathode 4680 cells – a serious value discount milestone as soon as ramped. Value discount throughout our product lineup stays a high precedence,” Tesla wrote in its Q2 2024 Replace Letter.
Current reviews have instructed that Tesla is planning to mass produce and set up 4680 cells with dry electrodes to shopper automobiles earlier than the tip of the 12 months. Citing folks reportedly acquainted with the matter, Chinese language publication LatePost famous that the 4680 cell’s full iteration options damaging and constructive electrodes which might be produced utilizing Tesla’s in-house dry electrode course of.
As per the publication, Tesla’s present 4680 cells reportedly characteristic a damaging electrode that’s produced utilizing the corporate’s dry electrode course of, in addition to a constructive electrode that’s acquired from a provider. Because the constructive electrodes are sourced from a provider, they’re produced utilizing standard moist cathode processes.
If Tesla is ready to efficiently ramp the manufacturing of the 4680 cells’ full iteration, the electrical automobile maker may see substantial value financial savings for its automobiles. Tesla Vice President of Automobile Engineering Lars Moravy summarized the milestones of the 4680 program within the second quarter in the course of the Q2 2024 earnings name.
“4680 manufacturing ramped strongly in Q2, delivering 51% extra gross sales than Q1, whereas decreasing COGS considerably. We presently produce greater than 1,400 Cybertrucks of 4680 cells every week. We’ll proceed to ramp upward as we drive value down additional towards the associated fee parity goal we set for the tip of the 12 months.
“We’ve constructed our first validation Cybertruck with dry cathode course of made on mass manufacturing gear, which is a big 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 out there alternate options which was the unique aim of the 4680 program,” Moravy mentioned.
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