The apple of the company CybertruckA lot may be delayed further. But Tesla is adamant that Cybertruck will launch this year, no matter what the future brings. While we’d like to see Tesla’s first electric pickup truck finally hit the road, it seems more likely that the truck crashes into another wall.
Cybertruck was delayed due to many factors – There was Covid and as a result supply chain problems, the truck was made of stainless steel and the material caused a lot of problems during production. Tesla managed to overcome all these obstacles, but the last one still stands.
Tesla’s battery manufacturing costs credit, which it has the potential to halve, is still for the company. to big problems why is this happening. The battery cell, known as the 4680, has been nothing short of a huge headache, and although it has been in development for so long, it still isn’t close to being a finished product.
Cell 4680 is a structural battery and Production of Cybertruck required for Although Tesla succeeded in achieving the dry coating process of the cathode, the same process for the anode escaped the notice of engineers. This means that the battery energy density is not close to the expected levels without mass production.
According to analysts from Morgan Stanley, problems with the 4680 battery cells have left Tesla with more than 50,000 vehicles expected this year. may force the production numbers to decrease. Even these numbers largely depend on the company’s ability to deliver enough batteries.
A recent report from Reuters suggests that Tesla is already risking battery production problems, in a desperate move to deliver the Cybertruck to customers waiting. seeking outside help claims. To help the company reduce production costs and speed up production two Chinese battery suppliers Contracted with Ningbo Ronbay New Energy and Suzhou Dongshan Precision Manufacturing.
On top of that, Tesla hired Korean L&F Co to supply the high nickel cathodes, which should help solve the energy density issues associated with the 4680 battery cells. To round up the aid retained by Tesla, there’s Korea’s LG Energy Solutions and Japan’s Panasonic, which stepped in to ensure Tesla can salvage as much as possible from the Cybertruck project.
All this aid, on the one hand, is Tesla’s this year. chance to start limited production While this means there may be some hope for mass production to begin in 2024, there remains some hope. On the other hand, it means that the company has realized 4680 battery cells. The technology obviously needs a lot more work than it is willing to admit. There’s no denying that the 4680 will revolutionize the battery market, but getting it to market is a challenge. For this reason, it can be said again that Cybertruck may be delayed a little more.
What does Cybertruck mean for order holders? It means a very long wait. Tesla in the best-case scenariowith the help of Chinese, Korean and Japanese suppliers this year Will deliver 50,000 Cybertrucks. This will result in approximately 1.5 million customers still waiting.
It is hoped that the company will make a breakthrough and accelerate production of 4680 cells, but even if that happens, Cybertruck’s It will take years to be ready. Some analysts argue that this will never happen and that Tesla’s futuristic truck will remain a niche and low-volume vehicle – I hope they’re wrong.