Tesla has reached a significant milestone by producing its 100 millionth 4680 battery cell across all its factories. This achievement was highlighted on Tesla’s official social media account on X, where an image of the 100 millionth 4680 battery cell being held by an Optimus Gen 2 humanoid robot was shared. This milestone comes just over three months after announcing the production of the 50 millionth 4680 cell, indicating a rapid ramp-up in production capabilities.Based on the timeline provided, Tesla has been producing at an average rate of about 495,000 4680 cells per day since their last major update. This pace suggests Tesla’s annualized output for these cells could be around 17.2 GWh, though current estimates might place it closer to 20 GWh per year due to increasing production capacity.Given the production rate, it’s speculated that Tesla could potentially produce around 33,514 Cybertrucks per quarter or about 134,280 units annually, assuming each Cybertruck uses approximately 130 kWh of battery capacity. This indicates that the supply of 4680 cells might no longer be the primary bottleneck for Cybertruck production. Tesla is transitioning towards using dry electrode technology for its 4680 cells, which is expected to significantly reduce production costs and improve efficiency. This move is crucial for Tesla’s goal of mass-producing these cells with lower costs by the end of 2024. The progress with the 4680 cells not only marks a significant achievement for Tesla but also has broader implications for the electric vehicle industry. Other manufacturers and suppliers like Panasonic and LG are also preparing to produce similar cells, though their adoption of Tesla’s dry electrode technology remains to be seen.This milestone underscores Tesla’s commitment to advancing battery technology, which is pivotal for the broader adoption of electric vehicles due to its potential to reduce costs and improve vehicle range and performance
Tesla: Produced our 100 millionth 4680 cell across all our factories.
