Recently, Tesla 4680 battery encountered a bottleneck in mass production. According to 12 experts close to Tesla or familiar with the battery technology, the specific reason for Tesla’s trouble with mass production is: the dry-coating technique used to produce the battery. Too new and unproven, causing Tesla to run into trouble scaling up production.
According to one of the experts, Tesla is not ready for mass production.
Another expert explained that Tesla can produce small batches, but when it tries to produce large batches, it will produce a lot of substandard scrap; at the same time, in the case of very low battery production, all the previously expected new processes Any potential savings will be wiped out.
Regarding the specific mass production time, Musk previously stated at the Tesla shareholder meeting that mass production of 4680 batteries is expected by the end of 2022.
But industry insiders predict that it may be difficult for Tesla to fully adopt the new dry coating process by the end of this year, but to wait until 2023.
Post time: Sep-08-2022