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Tesla battery supplier LGES confirms 4680 cell development, posts $3.7B revenue for Q4 2021
LGES told Teslarati that it is working to diversify its cylindrical battery lineup and is developing 4680 batteries. The battery manufacturer did not disclose any client-related matters, specifically regarding 4680 batteries. However, the Korean battery supplier is a confirmed Tesla partner.
LGES reported a quarterly revenue of KRW 4.44 trillion ($3.7 billion), up 10.2% from the previous quarter. The company’s quarterly revenue growth was attributed to robust demand for pouch and cylindrical battery cells for electric vehicles and small-sized pouch batteries for IT devices. The company also reported a full-year revenue of KRW 17.85 trillion ($14 billion) for 2021, up 42% compared to 2020.
LGES expects its revenue to reach KRW 19.2 trillion ($16 billion) in 2022, up 8% year-over-year, partly based on steady growth in the EV market. This year the battery supplier plans to steadily expand its manufacturing capacity. In preparation for partner automakers’ new lineup of electric vehicles, LGES will put KRW 6.3 trillion ($5 billion) in capital expenditures, up 58% compared to 2021.
“LG Energy Solution will excel by prioritizing the fundamentals of quality and securing profitability,” said Youngsoo Kwon, CEO of LG Energy Solution. “LGES will continue to move forward with bold investment plans needed in the long run. We are confident our business model of preparing for the future will definitely help us lead the industry.”
Tesla’s 4680 battery cell supply
At the TSLA Q4 and Full Year 2021 earnings call, Tesla stated that all its partners and suppliers were working on its 4680 form factor.
“On the 4680 as a form factor, yes, we’ve engaged with a number of our, you know, partners or suppliers on the form factor, and they’re all working on it. And, you know, they look at it the way we look at it as a way to drive fundamental cost efficiencies in production and also, ultimately, the design of the cell itself to drive the cost down of the cell,” stated Drew Baglino, Tesla’s Senior VP of Powertrain and Energy Engineering, during the last earnings call.
Baglino also shared that Tesla focused on growing its cell supply alongside its in-house 4680 effort throughout 2021. He added that sales from suppliers exceeded Tesla’s other factory-limiting constraints. Tesla’s Senior VP of Powertrain and Energy Engineering stated that 4680 cells are not a constraint to the company’s 2022 volume plans based on the information it had during the Q4 2021 earnings call.
Tesla believes the first vehicles with 4680 battery cells could be delivered this quarter. Giga Texas is already building Model Ys with Tesla’s structural battery packs and 4680 cells.
Below is LG Energy Solution’s Q4 and FY 2021 results.
LG Energy Solution Announces Q4 and FY 2021 Results by Maria Merano on Scribd
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Tesla has officially revealed its 2026 Summer Update, which comes with a variety of crazy new features, including Navigation fixes that owners have been wanting for months.
Tesla routinely releases a larger update with the Spring, Summer, Fall, and Winter updates, where it ships a variety of new features, bug fixes, and other additions to customer cars.
The 2026 Spring Update featured things like “Hey Grok” voice assistance, a redesigned self-driving app, Unreal Engine visual upgrades, and more.
🚨 TESLA’S SUMMER UPDATE FOR 2026 IS HERE:
Featuring:
✅ Self-Driving Stats in Mobile App
✅ Caraoke with Scoring
✅ Automatic Navigation
✅ Preferred Routes
✅ Set Arrival Energy from Mobile App
✅ Send Custom Wraps from Mobile App
✅ Rear Display Lock
✅ Other Improvements
🔌… https://t.co/C9IW3egEhH
— TESLARATI (@Teslarati) July 21, 2026
Tesla’s Summer Release has about ten new features; we’ll show you each and detail them below:
New Grok Voice Commands
“Grok can now make phone calls, search and play music, adjust climate, open the glovebox, and answer questions about your Tesla.”
Self-Driving Stats in Mobile App
“View and share self-driving stats from the mobile app.”
Caraoke With Scoring
“Caraoke now scores your singing while in Park. High scores are saved to your Tesla profile.”
Automatic Navigation
“Automatic Navigation now adapts to your routine.
In addition to Home, Work, and upcoming calendar events, your vehicle can now suggest and route to places you visit regularly – like a school drop-off on the way to work, or the gym on the way home.”
Preferred Routes
“For a more personalized experience, navigation now prioritizes routes that you’ve taken before”
Set Arrival Energy from Mobile App
“Set your desired Arrival Energy from your phone.”
Send Custom Wraps from Mobile App
“Skip the USB drive and upload a custom wrap of your car from the mobile app. Instructions for creating a custom wrap here: https://github.com/teslamotors/custom-wraps.”
Rear Display Lock
“Kids can watch content on the rear screen, but only the front row can control it through the rear screen app.”
Other Improvements
- Find Superchargers by name when searching for a destination
- Add Apple Music songs to queue from search and artist page
- Set your preferred zoom level for the Self-Driving visualization
- Intro animations for new Model 3 and Y
Tesla’s reason for Starlink integration on Cybercab might surprise you, as the company’s Head of AI, Ashok Elluswamy, finally shed some light on the reason they are putting a satellite internet terminal on its ride-hailing-geared vehicle.
On Monday, Tesla officially confirmed that it would integrate Starlink V5 terminals into Cybercab vehicles, something many Tesla fans had figured the company would do, as the vehicle is primarily geared toward giving rides without any passenger intervention.
Starlink V5 directly integrated in Cybercab pic.twitter.com/FxzTtzjB6I
— Tesla (@Tesla) July 20, 2026
The ability to access the internet would allow riders to work or play in the car with their devices. It seemed like a more-than-reasonable feature to add to the Cybercab, which made its way off the production lines for the first time earlier this year.
Tesla reveals first vehicle model to receive Starlink integration
However, the move is not for the rider, as Elluswamy confirmed on Monday night. Instead, it’s actually for Tesla to be able to have a constant connection to the cars in the Robotaxi fleet so it can troubleshoot issues, contact riders, or resolve other issues.
Elluswamy said:
“It is still not required for safe operation of the vehicle. Connectivity is primarily meant for navigation, customer service and, in general, fleet management.”
It is still not required for safe operation of the vehicle. Connectivity is primarily meant for navigation, customer service and, in general, fleet management.
— Ashok Elluswamy (@aelluswamy) July 20, 2026
Many initially assumed the option of constant connectivity would be enabled on the Cybercab for passenger entertainment or work. With the Cybercab, passengers won’t be doing anything but enjoying the ride, so it seemed more than logical that they would be hanging out with Starlink internet access as an amenity.
However, Tesla’s primary concern with Robotaxi is safety, and nailing these first unsupervised rides is a crucial step to setting a good narrative on how effective driverless transportation can be.
Being able to get in touch with passengers or a vehicle if something is wrong is a crucial part of the overall experience, and preventative measures are being taken by Tesla to ensure a smooth process, even in the worst-case.
Tesla has expanded its Robotaxi program in Florida to include two new cities: Tampa and Orlando.
This marks the second and third cities to be added to the company’s available locations for autonomous ride-hailing in the Sunshine State, joining Miami, which was the first Florida city to offer Robotaxi rides.
Tesla announced the addition of Orlando and Tampa to the Robotaxi program on Tuesday morning. The cities now join Austin, Dallas, Houston, Miami, and the San Francisco Bay Area as locations where Tesla can operate its Robotaxi platform:
Robotaxi now in Tampa & Orlando! pic.twitter.com/fYtmXgJq3O
— Tesla Robotaxi (@robotaxi) July 21, 2026
These rides are unsupervised, as AI Head Ashok Elluswamy confirmed the suite in Florida is operating without safety drivers or anyone within the cabin to assist with operation.
Orlando Tesla Robotaxi Operation
The geofence in Orlando covers a prominent irregular shaded zone on the map, roughly 4-6 miles across in key dimensions, so it likely measures somewhere between 25 and 45 square miles, which is comparable to other early Tesla launches in other cities.
It encompasses central and southern areas bounded by major highways including SR-417 and SR-528, including parts of the Orlando metro core, tourism-adjacent zones, and residential/commercial districts. This represents an initial targeted rollout in a tourist-heavy region, positioned for quick expansion via Tesla’s software updates.
Tampa Tesla Robotaxi Operation
In Tampa, the shape of the geofence is a shaded polygon covering key neighborhoods, explicitly including West Tampa, Tampa Heights, Hyde Park, and downtown Tampa proper, with boundaries along major roads and the Hillsborough River area.
This focuses on high-demand central zones and will offer tourists and citygoers rides without drivers.
Robotaxi Progress
Tesla has been operating Robotaxi since last June, when it launched in Austin. The geofences in most regions have already expanded several times since their launch last year, but the bigger complaint is vehicle availability. Tesla has been working to add more Robotaxi-enabled vehicles to its fleet.
The company still plans to utilize its Cybercab, a new vehicle that is being produced at Gigafactory Texas, for the Robotaxi suite alongside the Model Y, which has been the vehicle of choice for Tesla with early operations.
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla’s reason for Starlink integration on Cybercab might surprise you
