Panasonic Will Delay 4680-Type Battery Cell Commercialization via insideevs.com
We don't know the details, but it seems that the cells are not yet ready for prime time at volume and Panasonic must improve the cell or its manufacturing technology.
Panasonic is Tesla's long-standing EV battery supplier, which from the beginning was engaged in all cylindrical types: 1865-, 2170- and 4680-type.Japan: approximately 11-12 GWh/yearAs we can see, according to Panasonic's latest report, the company can supply only up to 51 GWh of cylindrical battery cells per year, which is not that much in 2023.
This also means that Tesla is on its own in terms of 4680-type batteries, with two in-house production sites:
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