Tesla could enter high-volume production of its 4680 batteries by the end of this year, Elon Musk said at Tesla’s Cyber Roundup in Giga Texas today.
It was a response to Jeffery L. who asked about Say.com: “When will the 4680 output meet your original performance and speed (daily production) goals?”
Although the question is difficult, Elon Musk said he believes Tesla will be in high-volume production by the end of 2022. He also said that Tesla has enough battery cells to manufacture one and a half million cars this year.
“We’re producing a decent number every week and I think we’ll be in high volume production by the end of this year. It’s always hard to predict, because of a lot of new technology, how steep the S-curve on the ramp and except I’m confident we’ll get to the high production rate.
“But it’s probably the end of this year before we confidently reach a high production rate. But this does not affect the production of our vehicles. We actually have enough battery cells supplied by suppliers to make one and a half million cars this year. It is therefore not a constraint on production, but it will be important for next year.
Kato Road 4680 battery output 35% month after month
Tesla’s Kato Road plant increased its production of 4680 batteries by 35% month-over-month. During Tesla’s second quarter 2022 earnings call last month, the company’s Senior Vice President, Powertrain and Energy Engineering, Drew Baglino, spoke about the growth.
Production has increased since March of this year thanks to the team at Tesla fully automating the power transport for the dry anode-electrode tool. Baglino said this unlocks major increases in production and improvements in yields.
He also added that Tesla aims to have Giga Texas exceed weekly production from the Kato Road pilot line by the end of this year.
Disclaimer: Johnna is long Tesla.