Recently, Tesla has offered another big “killer”, saying on social platforms that the mass production of 4680 large cylindrical batteries has made a major breakthrough. It is reported that last week Tesla produced 868,000 large cylindrical lithium-ion battery cells at its Fremont plant in California, which can support the loading of 1,000 Model Y vehicles.
This output is still far from the Shanghai plant’s weekly production capacity of about 15,000 vehicles, but it is already quite close to the average weekly production demand of 3,000 vehicles at the Berlin plant in Germany and the California plant. At the same time, Tesla said that the 4680 battery has survived the most difficult period of mass production.
This means that the 4680 battery will usher in mass production and loading in the future, and the production cost of Tesla cars will drop by 54% again! 
Why can the 4680 battery reduce the cost so much?
In Tesla’s third-quarter conference call last year, Musk once said: 4680 battery has achieved rapid development, its energy is 5 times that of 2170 battery, vehicle cruising range is increased by 16%, power is increased by 6 times, combining materials and vehicle design The improvement, the production cost can be reduced by 54%. 
On the “Tesla Battery Day” in September 2020, Tesla released the 4680 battery and claimed that the energy density has increased by 5 times, the cruising range has increased by 16%, the output power has increased by 6 times, and the cost has been reduced. 14%.
In addition, in addition to the increase in battery energy, the fast charging performance of this battery has also improved a lot. According to the actual measurement of overseas car owners, the 4680 battery pack can be charged to 97% in only 52 minutes, and it can still drive nearly 5 km.
Tesla’s price cuts, Musk’s remarks caused controversy <br /> As we all know, Tesla has recently cut prices sharply in China and around the world. It triggered many car owners who just bought a car to carry out rights protection activities, and once rushed to the hot search list.
On January 13, Tesla’s U.S. official website lowered the prices of all models, ranging from 6% to 20%. Among them, the Model Y long-endurance version has the largest drop in price, with a price reduction of 13,000 US dollars (about 88,000 yuan) to 52,990 US dollars, a drop of 20%.
Among them, the biggest drop is the Model Y long-range version, which has a price reduction of 13,000 US dollars to 52,990 US dollars, a drop of 20%. This caused heavy losses to the car owners who just picked up the car. For a while, car owners all over the world condemned Tesla’s price cuts online and organized rights protection spontaneously.
Many car owners said that Tesla’s sudden price cuts caused them heavy losses. Some car owners said they would never buy a Tesla again, and some initiated rights protection and demanded that Tesla give free FSD or EAP assisted driving functions worth 100,000 yuan.
However, Musk seemed unmoved by these dissatisfaction, and even posted on social platforms saying, “When Tesla’s price falls, people who have already bought want a lower price, but if the price rises, people who have already bought Some people don’t want to pay Tesla the difference.”
Tao Lin, Tesla’s vice president of external affairs, posted on Weibo at noon on January 6, saying, “Behind Tesla’s price adjustments, there are countless engineering innovations, which are essentially unique and excellent laws of cost control: including but not limited to Vehicle integration design, production line design, supply chain management, and even millisecond-level optimization of the robot arm coordination route…Start from “first principles” and insist on cost pricing.
From this point of view, if the 4680 battery can be mass-produced and loaded into the car, then Tesla can further control the cost of the vehicle, and will undoubtedly occupy more initiative in market operations. There is a wide range of price reduction space.
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