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Tesla’s 4680 battery cell pilot production line hits 70-80% yield: report

Credit: Tesla Inc.

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Tesla has a number of programs that have the potential to change markets, and one of these is arguably the 4680 cells. Created using a dry electrode process and optimized for price and efficiency, the 4680 batteries could very well be the key to Tesla’s possible invasion of the mainstream auto and energy market. If Tesla pulls off its 4680 production ramp, its place at the summit of the sustainable energy market would be all but ensured. 

Unfortunately, Tesla’s publicly disclosed target for the 4680 cells’ production ramp appears to have been made on “Elon Time.” This means that during Battery Day last year, Tesla’s target of hitting a capacity of 10 GWh by late September 2021 included some optimistic assumptions. Similar to other projects like Elon Musk’s Alien Dreadnaught factory, however, the pilot production of the 4680 cells have met some challenges. 

Credit: Tesla Inc.

Tesla admitted to these difficulties during the Q2 2021 earnings call, when Elon Musk explained that one of the main challenges in the 4680 cell production ramp was related to the batteries’ calendaring, or the process when the dry cathode material is squashed to a particular height. Partly due to the use of nickel in the 4680 cells, which are extremely hard, some of the calendar rolls end up being dented. 

This was an issue that presented itself only in the pilot 4680 line, not during the bench and lab stages. Tesla Senior Vice President of Powertrain and Energy Engineering Drew Baglino, however, emphasized that the challenges in the Kato Road facility are an engineering problem and not a science issue. This meant that with enough work and optimization, Tesla should be able to address the calendaring issues of the dry battery cells. 

Credit: evmadrid/Instagram

Citing sources familiar with the matter, Tesla investor and host of YouTube’s Hyperchange channel Galileo Russell recently shared some details suggesting that Tesla may have hit some breakthroughs with the production of the 4680 cells. As per the Tesla investor, the production yield of the 4680 cells has reportedly risen to about 70-80%, up from just about 20% last year. This means that a decreasing portion of the 4680 cells produced today are seeing issues, and Tesla’s pilot battery line at Kato Road is starting to close in on the acceptable yields of factories like Giga Nevada. 

While the delays in the 4680 cells appear to have affected the rollout of products like the Cybertruck and the Semi, it is starting to become evident that Tesla is about to hit some respectable battery output from its pilot line in California. Fortunately, the company has already initiated some contingencies that address the 4680 cells’ delays. The production of the Model Y in Giga Berlin and Giga Texas would be launched with 2170 battery packs, for example, at least until the 4680 cells are available. 

Watch Hyperchange‘s feature on Tesla’s 4680 battery production challenges in the video below.  

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

Energy

Tesla launches first Virtual Power Plant in UK – get paid to use solar

Tesla has launched its first-ever Virtual Power Plant program in the United Kingdom.

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Credit: Tesla Energy | X

Tesla has launched its first-ever Virtual Power Plant program in the United Kingdom. This feature enables users of solar panels and energy storage systems to sell their excess energy back to the grid.

Tesla is utilizing Octopus Energy, a British renewable energy company that operates in multiple markets, including the UK, France, Germany, Italy, Spain, Australia, Japan, New Zealand, and the United States, as the provider for the VPP launch in the region.

The company states that those who enroll in the program can earn up to £300 per month.

Tesla has operated several VPP programs worldwide, most notably in California, Texas, Connecticut, and the U.S. territory of Puerto Rico. This is not the first time Tesla has operated a VPP outside the United States, as there are programs in Australia, Japan, and New Zealand.

This is its first in the UK:

Tesla is not the only company that is working with Octopus Energy in the UK for the VPP, as it joins SolarEdge, GivEnergy, and Enphase as other companies that utilize the Octopus platform for their project operations.

It has been six years since Tesla launched its first VPP, as it started its first in Australia back in 2019. In 2024, Tesla paid out over $10 million to those participating in the program.

Tesla VPP program in California hits new capacity milestone

Participating in the VPP program that Tesla offers not only provides enrolled individuals with the opportunity to earn money, but it also contributes to grid stabilization by supporting local energy grids.

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Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement

Waymo and Tesla are surely in a battle of “mine’s bigger” right now.

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Credit: Waymo

Waymo has responded to Tesla’s Robotaxi expansion in Austin with a bold statement by extending its own geofence by a considerable margin.

Earlier this week, Tesla chose to expand its geofence for its driverless Robotaxi service in Austin, Texas, substantially. The geofence more than doubled, bringing Tesla’s total serviceable area within Austin to approximately 42 square miles.

Tesla’s Robotaxi geofence in Austin grows, and its shape is hard to ignore

This put Tesla ahead of Waymo in terms of its service area in Austin, as the company’s geofence was just 37 square miles.

We reported on how significant this statement was for Tesla, as it has only been operating its driverless Robotaxi platform in Austin for less than a month, compared to Waymo, which has been there since March.

Tesla Robotaxi has already surpassed Waymo in this key metric

Waymo took it as a challenge, it seems, and expanded its geofence, and it did it impressively and massively. Now, Waymo’s geofence spans 90 square miles within Austin, including new neighborhoods such as Crestview, Windsor Park, Sunset Valley, Franklin Park, as well as popular tourist destinations like The Domain and McKinney Falls State Park.

The move “unlocks another key milestone in Austin as our operating territory with Waymo expands from 37 to 90 square miles, which means that even more riders can experience Waymo’s fully autonomous vehicles through the Uber app,” Sarfraz Maredia, Global Head of Autonomous Mobility & Delivery at Uber, said.

Additionally, Shweta Shrivastava, Senior Director of Product Management at Waymo, said:

“Just months after serving our first Austin riders with Uber, we’re excited to offer our 24/7 service to more of the city. The service with our partners at Uber is healthy, and we are ready for more Austinites to experience the magic of fully autonomous driving. Austin remains one of the fastest growing cities in the country, and we are doing our part to grow with it.”

Across the U.S., this expansion brings Waymo’s service area to more than 700 square miles, as it also operates in California and Arizona.

Here’s what the two geofenced regions look like:

The competition between Waymo and Tesla only benefits consumers, as the two companies are evidently sparring for a larger service area in Austin. Tesla launched its interestingly-shaped geofence expansion on Monday, and it seemed that the shape was more of a joke that could also be construed as a warning to competitors.

Tesla could more than likely have pushed its geofence to a larger size, but it purposely chose to do so in a comical fashion.

Now that Waymo has responded in this way, we’ll see if Tesla puts the jokes aside.

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Tesla exec hints at useful and potentially killer Model Y L feature

The Model Y L could become the company’s vehicle that offers the best balance between utility and comfort.

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Credit: Tesla China

A Tesla executive from China has hinted at what could very well be a killer feature for the upcoming Model Y L. If speculations prove accurate, the Model Y L could become the company’s vehicle that offers the best balance between utility and comfort, possibly even exceeding what is offered by Tesla’s flagship vehicles.

Model Y L teaser

The Tesla Model Y L is expected to be a six-seat version of the best-selling all-electric crossover. With its six seats, the new Model Y L would be able to provide ample leg room to third-row passengers—something that the seven-seat Model Ys produced in the United States were unable to do.

With six seats, the Model Y L would be closer in size and more similar to the larger and much more expensive Model X, which remains Tesla’s de facto family hauler. The six-seat Model X, however, has one flaw that makes it a bit less useful than its seven-seat variant–its second row seats don’t fold fully flat.

Second row magic

In a post on Weibo, Tesla Vice President for China Grace Tao described the upcoming Model Y L as a “full-scene 6-seat luxury SUV.” This description, particularly the executive’s “full-scene” description, is notable, with Tesla China watchers such as @zhongwen2005 stating that “full-scene” typically means that all seats can be folded flat.

If Tesla is able to design the Model Y L’s second row seats to fold flat, it would provide the extended wheelbase vehicle with a lot more utility than typical six-seaters, including the six-seat Model X. And considering that the Model Y L will likely be priced just above the standard Model Y, its price would likely be extremely competitive, even in challenging markets such as China. 

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