Tesla Giga Texas Has Produced Sufficient 4680 Battery Cells For ~8,000 Tesla Cybertrucks

Tesla introduced every week in the past that Giga Texas (its giant manufacturing facility simply outdoors of Austin, Texas) had produced 10 million of the corporate’s new 4680 battery cells. That seems like so much! Effectively, let’s be sincere, that could be a lot! Nonetheless, it’s in all probability not as many as you’d assume on the floor. It’s a must to crunch some numbers with a purpose to get a way of what that basically means by way of variety of electrical car battery packs, or extra merely, the variety of Tesla automobiles these cells might energy.

Really, you don’t should crunch the numbers, as a result of Troy has. Tesla stat tracker, quantity geek, and chart creator “Troy Teslike” has put out his estimates for what 10 million 4680 cells means in a broader sense.

To begin with, he notes that “5 million cells per thirty days are sufficient for less than 6,038/month Mannequin Y SR or 4,058/month Cybertruck SR.” So, 10 million cells could be sufficient for ~12,000 models of the lowest-range Mannequin Y or ~8,000 models of the lowest-range Cybertruck (when that involves market). That doesn’t sound so spectacular. Additionally, in fact, when you wished to incorporate a blended common of longer-range and shorter-range Mannequin Ys or Cybertrucks, the totals could be significantly decrease.

Moving into the main points somewhat additional, Troy Teslike writes, “Primarily based on my calculation, the Cybertruck Commonplace Vary battery pack can have round 1,232 cells and 100 kWh capability. Mannequin Y SR has 828 cells and 67.3 kWh capability.”

And what concerning the larger image? Tesla Giga Texas is meant to supply 4680 battery cells for the Tesla Cybertruck and different Tesla automobiles. “That’s 8% of what Giga Texas wants for Mannequin Y and Cybertruck. So, nonetheless, an extended technique to go,” Troy notes. Somebody requested, “Will Cybertruck additionally be capable to use 2170 cells?” Troy, in fact, doesn’t work for Tesla or know every part, however he follows the corporate very carefully and will get varied suggestions. His opinion was simple: “Perhaps however there aren’t sufficient 2170 cells both.” Certainly.

With all of that in thoughts, one does marvel if a gradual manufacturing ramp-up of 4680 battery cells might delay Cybertruck manufacturing additional. Naturally, Tesla might get 4680 cells elsewhere, however the concept was that Tesla Giga Texas would produce the cells and the vehicles. Additionally, whereas Tesla has produced simply 10 million 4680 cells to this point, it might produce 10 million a month in a few months, and 30 million a month not longer after that, and so forth. Or not. We simply don’t know.

So, with this little bit of information, we nonetheless don’t know a lot about the place Tesla will likely be a yr from now, however including context round what precisely 10 million cells can imply by way of car volumes does assist to see the larger image.

What are your ideas on this? How bullish are you on Tesla 4680 battery manufacturing in Texas and elsewhere?

They’re nonetheless late.

Not together with Semi, mannequin 3 and, most significantly, the small automotive.

— MSH (@mesanabinladen) June 17, 2023