- If Tesla wants to change the rules of the game in the field of electric vehicles, it must rely on batteries.
- Tesla released a new "4680" battery, which has a 16% increase in cruising range, a 5 times increase in energy density, and a 6 times increase in power
- Tesla hopes to use technical means to improve battery life and performance while reducing costs.
While holding the annual investor conference, the much-watched Battery Day has become a major event for many media to wait for new materials. People expected the management to show off some new batteries and manufacturing processes. But, like the Tesla people saw in the past, battery day is more of a kind of momentum and hype.
If Tesla wants to change the rules of the game in the field of electric vehicles, it must rely on batteries. To a certain extent, Tesla also started with batteries. Tesla hopes to use technical means to improve battery life and performance while reducing costs.
Investors are waiting for news about “million-mile” batteries, manufacturers Ningde Times and Panasonic, both are important partners.
At the Tesla Battery Day event, what was shown on the slide and the actual delivery should be two completely different things. In 2019, Tesla also held a similar event. At that time, Musk talked about the news that more than 1 million Tesla taxis would drive on the road in 2020, but this year Musk never mentioned it again. Because the automatic driving function is not yet fully ready to thread. The so-called activities are nothing more than links for fundraising.
Therefore, in the first half of next year, Musk’s promise of owning a Tesla without a steering wheel or pedals should not be too important. Considering the ability of Tesla’s software integration now, this will take several years. After all, since its establishment, many product and service promises made by the company have not been realized. Such as $35,000 Model 3, solar roof, and battery replacement.
In response to this Battery Day event, an internal Musk email was leaked on the Internet, which mentioned its record delivery potential. But in the author’s opinion, obtaining records is not the most important thing that can support a market value of more than $400 billion.
For a company whose market value is multiple times that of its competitors, Tesla has no problem with its sales route. After all, car factories such as Ford deliver millions of cars every quarter. Perhaps only when Tesla leads the maturity of battery products and the real maturity of autonomous driving technology, Tesla can compare it with other car manufacturers without relying on sales.
Tesla walks on the wire rope
At the 2020 Tesla General Meeting of Shareholders and the “Battery Day” event, the new battery technology was unveiled and the good news for orders for electric pickup trucks exceeded 600,000. It seems that Tesla is paving the way for the electric car industry. What must be noticed is that Tesla’s innovation and attractiveness remain the same. Its management model and attitude towards consumers are still criticized. Tesla is not perfect after all.
September 22, local time in the United States, is the Nth day of Musk’s glamour. In the “Battery Day” event held that day, Tesla released five innovative technologies in one go. The five innovative technologies are battery design, battery factory, cathode material, anode material, and vehicle battery integration.
Among them, the innovation at the battery level is quite noticeable. Tesla released a new “4680” battery, which has a 16% increase in cruising range, a 5 times increase in energy density, and a 6 times increase in power compared with tabs. The new battery can reduce the cost per kilowatt-hour by 14%. Simply put, the battery has become stronger.
What makes Musk even happier is that if the five technologies are “combined”, they will burst out stronger energy. According to Musk, if these five innovative technologies can be realized, Tesla’s battery life will increase by 54%, costs will fall by 56%, and the investment in the super factory will drop by 69%.
This means that the cost of Tesla’s electric vehicles will drop significantly, but the battery life can be greatly improved. Under this trade, electric vehicles are expected to have a greater impact on traditional fuel vehicles.