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Panasonic looks beyond Tesla, signs Toyota partnership on electric car battery venture in 2020

Photo: REUTERS

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Toyota Motor Corporation and Panasonic are combining resources in a joint venture to produce electric vehicle batteries that will begin in 2020, according to a report published by Nikkei Asian Review. To compete with Chinese players rapidly growing into the EV arena, five Panasonic battery manufacturing facilities in Japan and China will be made part of the new partnership to boost their production to reach 50 times the current capacity. The pooling of resources could provide both companies with much-needed network resources to increase their EV market presence.

The two Japanese manufacturing giants already have experience in collaboration with one another – Primearth EV Energy is their venture producing batteries for Toyota and Honda hybrid vehicles. This new collaboration will first aim to ramp up production and triple Toyota’s annual EV sales to 5.5 million by 2030, but it will also work to develop next-generation high-capacity solid-state lithium batteries, a goal needing plenty of capital and access to top talent. The company’s electric vehicle partner Mazda Motor and subsidiaries Daihatsu Motor and Subaru may be initial recipients of the newly produced batteries, with Panasonic-supplied Honda Motor on the wish list for product adoption.

A partnership deal between Panasonic and Toyota was first reached in 2017. An official announcement may take place later this week according to Nikkei’s source.

Panasonic establishes a global battery cell production facility in 2017 at Dalian, China for electric vehicles

As of 2017, about 60% of world’s lithium-ion batteries are made in China, and the government there is taking aggressive steps to expand on that number. Tesla’s red carpet treatment with its Gigafactory 3 is a testament to this, with limited land bids in their favor and even “green card” residency being offered to CEO Elon Musk. Toyota has not kept up with its Chinese and Volkswagen EV rivals in the market, thus a partnership enabling a widened resource network and customer reach opportunities seems to be part of a competitive strategy. The carmaker will reportedly own 51 percent in the new venture with Panasonic.

In addition to a quickly expanding presence in China, adding to Toyota’s EV woes in the country, Tesla has its own partnership history with both of the venturing companies in the battery and electric vehicle manufacturing arena. In 2010, Toyota purchased $50 million of Tesla stock as part of a vehicle-cooperation agreement which also included the development of a version of the Japanese automaker’s RAV4 model with a Tesla electric powertrain. Company culture clashes first sunk that part of the deal in 2014, and the full relationship drifted apart and ended in 2017 as a result of Tesla’s eventual emergence as a full-fledged Toyota competitor in the green car market, while the Japanese automaker focused on hydrogen cars.

Panasonic, on the other hand, continues to have a battery production agreement with Tesla, and may even be intending to double down on that partnership by bringing operations to a US-based location this year. Some US production – Model 3 2170 cells – is already done inside Gigafactory 1 by Panasonic, but the Model S and Model X cells are still made in the company’s Japanese factories. According to the Nikkei report, the new joint venture between the Japanese manufacturers will not include any of Panasonic’s Tesla cell producing factories.

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Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

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Tesla Model 3 named New Zealand’s best passenger car of 2025

Tesla flipped the switch on Full Self-Driving (Supervised) in September, turning every Model 3 and Model Y into New Zealand’s most advanced production car overnight.

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Credit: Tesla Asia/X

The refreshed Tesla Model 3 has won the DRIVEN Car Guide AA Insurance NZ Car of the Year 2025 award in the Passenger Car category, beating all traditional and electric rivals. 

Judges praised the all-electric sedan’s driving dynamics, value-packed EV tech, and the game-changing addition of Full Self-Driving (Supervised) that went live in New Zealand this September.

Why the Model 3 clinched the crown

DRIVEN admitted they were late to the “Highland” party because the updated sedan arrived in New Zealand as a 2024 model, just before the new Model Y stole the headlines. Yet two things forced a re-evaluation this year.

First, experiencing the new Model Y reminded testers how many big upgrades originated in the Model 3, such as the smoother ride, quieter cabin, ventilated seats, rear touchscreen, and stalk-less minimalist interior. Second, and far more importantly, Tesla flipped the switch on Full Self-Driving (Supervised) in September, turning every Model 3 and Model Y into New Zealand’s most advanced production car overnight.

FSD changes everything for Kiwi buyers

The publication called the entry-level rear-wheel-drive version “good to drive and represents a lot of EV technology for the money,” but highlighted that FSD elevates it into another league. “Make no mistake, despite the ‘Supervised’ bit in the name that requires you to remain ready to take control, it’s autonomous and very capable in some surprisingly tricky scenarios,” the review stated.

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At NZ$11,400, FSD is far from cheap, but Tesla also offers FSD (Supervised) on a $159 monthly subscription, making the tech accessible without the full upfront investment. That’s a game-changer, as it allows users to access the company’s most advanced system without forking over a huge amount of money.

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Tesla starts rolling out FSD V14.2.1 to AI4 vehicles including Cybertruck

FSD V14.2.1 was released just about a week after the initial FSD V14.2 update was rolled out.

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Credit: Grok Imagine

It appears that the Tesla AI team burned the midnight oil, allowing them to release FSD V14.2.1 on Thanksgiving. The update has been reported by Tesla owners with AI4 vehicles, as well as Cybertruck owners. 

For the Tesla AI team, at least, it appears that work really does not stop.

FSD V14.2.1

Initial posts about FSD V14.2.1 were shared by Tesla owners on social media platform X. As per the Tesla owners, V14.2.1 appears to be a point update that’s designed to polish the features and capacities that have been available in FSD V14. A look at the release notes for FSD V14.2.1, however, shows that an extra line has been added. 

“Camera visibility can lead to increased attention monitoring sensitivity.”

Whether this could lead to more drivers being alerted to pay attention to the roads more remains to be seen. This would likely become evident as soon as the first batch of videos from Tesla owners who received V14.21 start sharing their first drive impressions of the update. Despite the update being released on Thanksgiving, it would not be surprising if first impressions videos of FSD V14.2.1 are shared today, just the same.

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Rapid FSD releases

What is rather interesting and impressive is the fact that FSD V14.2.1 was released just about a week after the initial FSD V14.2 update was rolled out. This bodes well for Tesla’s FSD users, especially since CEO Elon Musk has stated in the past that the V14.2 series will be for “widespread use.” 

FSD V14 has so far received numerous positive reviews from Tesla owners, with numerous drivers noting that the system now drives better than most human drivers because it is cautious, confident, and considerate at the same time. The only question now, really, is if the V14.2 series does make it to the company’s wide FSD fleet, which is still populated by numerous HW3 vehicles. 

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Waymo rider data hints that Tesla’s Cybercab strategy might be the smartest, after all

These observations all but validate Tesla’s controversial two-seat Cybercab strategy, which has caught a lot of criticism since it was unveiled last year.

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Credit: wudapig/Reddit

Toyota Connected Europe designer Karim Dia Toubajie has highlighted a particular trend that became evident in Waymo’s Q3 2025 occupancy stats. As it turned out, 90% of the trips taken by the driverless taxis carried two or fewer passengers. 

These observations all but validate Tesla’s controversial two-seat Cybercab strategy, which has caught a lot of criticism since it was unveiled last year.

Toyota designer observes a trend

Karim Dia Toubajie, Lead Product Designer (Sustainable Mobility) at Toyota Connected Europe, analyzed Waymo’s latest California Public Utilities Commission filings and posted the results on LinkedIn this week.

“90% of robotaxi trips have 2 or less passengers, so why are we using 5-seater vehicles?” Toubajie asked. He continued: “90% of trips have 2 or less people, 75% of trips have 1 or less people.” He accompanied his comments with a graphic showing Waymo’s occupancy rates, which showed 71% of trips having one passenger, 15% of trips having two passengers, 6% of trips having three passengers, 5% of trips having zero passengers, and only 3% of trips having four passengers.

The data excludes operational trips like depot runs or charging, though Toubajie pointed out that most of the time, Waymo’s massive self-driving taxis are really just transporting 1 or 2 people, at times even no passengers at all. “This means that most of the time, the vehicle being used significantly outweighs the needs of the trip,” the Toyota designer wrote in his post.

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Cybercab suddenly looks perfectly sized

Toubajie gave a nod to Tesla’s approach. “The Tesla Cybercab announced in 2024, is a 2-seater robotaxi with a 50kWh battery but I still believe this is on the larger side of what’s required for most trips,” he wrote.

With Waymo’s own numbers now proving 90% of demand fits two seats or fewer, the wheel-less, lidar-free Cybercab now looks like the smartest play in the room. The Cybercab is designed to be easy to produce, with CEO Elon Musk commenting that its product line would resemble a consumer electronics factory more than an automotive plant. This means that the Cybercab could saturate the roads quickly once it is deployed.

While the Cybercab will likely take the lion’s share of Tesla’s ride-hailing passengers, the Model 3 sedan and Model Y crossover would be perfect for the remaining  9% of riders who require larger vehicles. This should be easy to implement for Tesla, as the Model Y and Model 3 are both mass-market vehicles. 

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