1.
Due to the nature of my work, I am engaged in battery business quite a bit and as a @Tesla enthusiast I think a lot about batteries.
I think that the three S.Korean #battery makers must be in potential risk right now. here it is.
Samsung SDI accepts the ø46 mm form factor,
Due to the nature of my work, I am engaged in battery business quite a bit and as a @Tesla enthusiast I think a lot about batteries.
I think that the three S.Korean #battery makers must be in potential risk right now. here it is.
Samsung SDI accepts the ø46 mm form factor,
2.
but the height of the battery cell is targeting two heights in addition to 4680. (46120??) First of all, the factory will be built for the purpose of supplying batteries to legacy autos such as BMW, but it seems to be preparing for producing 4680 once there is a strategic need
but the height of the battery cell is targeting two heights in addition to 4680. (46120??) First of all, the factory will be built for the purpose of supplying batteries to legacy autos such as BMW, but it seems to be preparing for producing 4680 once there is a strategic need
3.
I think it was a good decision considering many possibilities. But not promising competitiveness and capacity comparing other 2 makers.
In the case of SK On, it gets more obscure. This is because they continue to insist on pouches and prismatic batteries,…
I think it was a good decision considering many possibilities. But not promising competitiveness and capacity comparing other 2 makers.
In the case of SK On, it gets more obscure. This is because they continue to insist on pouches and prismatic batteries,…
4.
…which are expensive to manufacture. SK's battery has been adopted a lot due to the LG-GM recall years ago, but as the market trend is gradually moving toward Tesla's cylindrical type, SK will eventually have to switch to cylindrical shape to be competitive against 4680.
…which are expensive to manufacture. SK's battery has been adopted a lot due to the LG-GM recall years ago, but as the market trend is gradually moving toward Tesla's cylindrical type, SK will eventually have to switch to cylindrical shape to be competitive against 4680.
5.
LG Energy Solution is the most Tesla-friendly one. O-chang 2nd Factory in S. Korea is a factory dedicated to the 4680 form factor, but time is passing in a state where the yield of S.Korean battery equipment installed here is not high enough.
LG Energy Solution is the most Tesla-friendly one. O-chang 2nd Factory in S. Korea is a factory dedicated to the 4680 form factor, but time is passing in a state where the yield of S.Korean battery equipment installed here is not high enough.
6.
LG's biggest concern is probably when Tesla succeeded in mass-producing the 4680 through a dry electrode process earlier than they thought it would.
As a buyer and competitor, Tesla will know the price of LG's 4680 battery over time.
LG's biggest concern is probably when Tesla succeeded in mass-producing the 4680 through a dry electrode process earlier than they thought it would.
As a buyer and competitor, Tesla will know the price of LG's 4680 battery over time.
7.
This means that the moment that Tesla will ask LG's 4680 unit price to match that of Tesla's is just around the corner. LG has to make money first by succeeding in mass production of the 4680 earlier than Tesla to avoid this… which doesn't seem to be easy though.
This means that the moment that Tesla will ask LG's 4680 unit price to match that of Tesla's is just around the corner. LG has to make money first by succeeding in mass production of the 4680 earlier than Tesla to avoid this… which doesn't seem to be easy though.
8.
S. Korean battery makers' Li-ion Battery is quite competitive at this moment, so auto makers around the world are sending love calls to those makers, and a number of joint venture plants are underway. But what will happen if Tesla succeeds in all the process innovations…
S. Korean battery makers' Li-ion Battery is quite competitive at this moment, so auto makers around the world are sending love calls to those makers, and a number of joint venture plants are underway. But what will happen if Tesla succeeds in all the process innovations…
9.
…announced at Battery Day and produces 4680 at half price as announced?
Tesla still has a competitive advantage by discounting the car price by more than 20%, but imagine the moment once the 4680 production is successful and Teslas around $30k are on the market.
…announced at Battery Day and produces 4680 at half price as announced?
Tesla still has a competitive advantage by discounting the car price by more than 20%, but imagine the moment once the 4680 production is successful and Teslas around $30k are on the market.
10.
What will happen to other auto makers? They will have to give up the business, or to give up electric cars and extend their live with hybrids, or to buy 4680 batteries from Tesla. Then what about those so many battery factories that are already built?
What will happen to other auto makers? They will have to give up the business, or to give up electric cars and extend their live with hybrids, or to buy 4680 batteries from Tesla. Then what about those so many battery factories that are already built?
11.
Facilities specifically designed to produce certain form factors are not easy to shift (to 4680).
I didn't realize these at the time of Tesla Battery Day's announcement back in 2020, but as time goes by, I am beginning to realize the meaning of them one by one,…
Facilities specifically designed to produce certain form factors are not easy to shift (to 4680).
I didn't realize these at the time of Tesla Battery Day's announcement back in 2020, but as time goes by, I am beginning to realize the meaning of them one by one,…
12.
…and I think that @elonmusk ’s engineering and business skills are really sophiscated. Yeah, I am a Tesla enthusiast I must be biased to it, but I think it is difficult to find a company as competitive as Tesla in the battery market as well as car market.
…and I think that @elonmusk ’s engineering and business skills are really sophiscated. Yeah, I am a Tesla enthusiast I must be biased to it, but I think it is difficult to find a company as competitive as Tesla in the battery market as well as car market.
13.
Although China will continue to take LFP, it is unlikely that those three S.Korean battery companies will continue to lead the Li-ion battery industry in the future in the price point of view. This makes me sigh as I am engaged in S.Korean Battery business.
Although China will continue to take LFP, it is unlikely that those three S.Korean battery companies will continue to lead the Li-ion battery industry in the future in the price point of view. This makes me sigh as I am engaged in S.Korean Battery business.
ps.
Since there were a request this tweets to be translated in English by @FutureGhost_Boo and @luckeb , translated it with Google and corrected a bit. Also I think it’s good to share opinions with peoples around the world😁
Since there were a request this tweets to be translated in English by @FutureGhost_Boo and @luckeb , translated it with Google and corrected a bit. Also I think it’s good to share opinions with peoples around the world😁
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