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1/ Small Audi E-tron update: As widely distributed by $TSLA fans Audi has problems with its battery supply chain. This was first reported by German media a month ago. Production was only at 150/day vs. planned 300/day at that time. (article in German).
br.de/nachrichten/wi…
br.de/nachrichten/wi…
2/ Later the Brussels times reported that Audi lowered its internal production forecast by ~10k cars to 45.242 units and that the e-tron sport back would be delayed to 2020. Main problem is the supply of batteries by LG Chem from its new plant in Poland.
brusselstimes.com/brussels/15017…
brusselstimes.com/brussels/15017…
3/ A new report from Thursday now has some interesting details: Audi works on double sourcing its batteries from both LG and Samsung. LG supplies pouch cells and Samsung prismatic cells, but both could be used for Audi's battery modules.
4/ Audi wants to start souring cells from Samsung in 2019. Samsung is currently building a battery factory in Hungary. After lots of trouble with LG and price hikes by LG this seems like a smart move. Further Audi states that the e-tron sportback will still be launched this year.
5/ Further Audi notes that all units for US market introductions have been produced. Anecdotally I have heard of a first delivery yesterday in the US. Cars for California still seem to be stuck at the port, but I would expect volume deliveries to start by mid May at latest.
6/ Tl;dr:
Audi to double source batteries form LG and Samsung
E-tron deliveries is in the US imminent despite delays
2019 production volume still ~2018 Model S/X (not combined) volume.
Latest article on the e-tron:
stimme.de/heilbronn/wirt…
Audi to double source batteries form LG and Samsung
E-tron deliveries is in the US imminent despite delays
2019 production volume still ~2018 Model S/X (not combined) volume.
Latest article on the e-tron:
stimme.de/heilbronn/wirt…
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