Panasonic and Tesla Could Upgrade Model S and X batteries in 2019

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Elon Musk wrote on Twitter that Battery cell production for Gigafactory 3 in Shanghai will be sourced locally, most likely from several companies including Panasonic.

The current sole Tesla battery supplier Panasonic will double down on the partnership and plans to move its battery operations to the U.S.

Osaka-based Panasonic has been planning to transfer the production of Tesla batteries from an in-house company for automotive and industrial systems to a new U.S.-based unit starting next April.

The move of battery production would be an opportunity to upgrade the Model S and Model X batteries. Model S and Model X 18650 battery cells are made in Japan. The Model 3 2170 cells are slightly more advanced.

13 thoughts on “Panasonic and Tesla Could Upgrade Model S and X batteries in 2019”

  2. Well it sure is a good thing your so much smarter than Elon Musk and everyone else!
    For a minute there it crossed my mind that you were working for oil companies, broadband networks or some other rich organization, Elon Musk is going to put out of business.

  3. Model S and X deliveries are at a plateau for some time now at 100K annualized but have been “dropping” for two years now according to articles with no sources (really… they don’t even claim to have access to their lists). Model 3 is now the cash cow regardless and is cheaper than ALL the tesla killers mentioned. Sales are very strong and haven’t even hit Europe yet. S and X with 2170 would have 400 mile range (competition varies 236-310 – the latter not out yet). Everyone and his mother has announced a “solid state battery”…. for several years now. Musk has already voiced his frustration with all these hypothetical batteries that don’t work “just yet”. Tesla is the only non-Chinese company with Any in-house battery production and have the lowest cost (by 20% according to UBS a known Tesla bear). Then there’s profitability. Tesla will put out the $35K M3 some time (even in bear case) in 2019. Save for the 2022 BMW, there is no one with credible competition. Tesla is building the only Wholly Owned Chinese factory which will give them and edge on M3 and MY in China by the time the high end competition begins to heat up. They have designed wiring harnesses that allow robotic install. They own their own in-house robotics design group (who else has that?) They build their own computers (including chip design), Design their own UV/IR resistant glass, etc. Everyone else farms these things out. They also have an energy company to leverage excess battery capacity, further funding their push for leading edge batt tech. Ask yourself this….. given a choice (and China will have that choice, tariff free, in 2021, would you buy a Tesla or a NIO…. or other “Tesla killer” that has a battery that no one has been putting under the scope? Leaf batteries lost 30% of their range in 3 years. Chinese have a bad rep with battery life. Care to gamble on how good one of their cars is after 5 years? No one’s even asked the questions like the have with Tesla.

  4. What a nothing “advance.” Meanwhile the Chinese announced a solid state battery
    technology. Tesla has too many obstacles in its future – even as we speak, there are large waiting lists being formed for Porsche Taycans and Hyndai Kona EVs and Jaguar I Pace competitors and the I Pace reviews have resulted in that car being awarded car of the year honors from more than dozen auto mags and auto orgs. This while competitor Tesla Model X and S cars are losing sales and have no waiting lists. Tesla is about to face over 200 electric car competitors coming to market who not only will be priced lower, be superior vehicles (like the I Pace, Taycan, Kona EV, and Polestar 2) and also have a $7500 price advantage in the U.S. compliments of their tax credits. Meanwhile Tesla brags about the expansion of their Supercharger network (so that customers can be with 75 miles of a Supercharger!!! LOL). And the capacity upgrade (to 250KW) still leaves it significantly inferior to the CCS network’s 350KW chargers, and upcoming 500KW capacity. Tesla is lagging behind in every way, even their acceleration capabilities are being bested ,by competitor SUVs priced thousands less !!!

  6. The Chinese Communist Party imposes a 25% tariff on US made cars… and always has. Good thing there is not a trade war.

  9. Well it sure is a good thing your so much smarter than Elon Musk and everyone else!
    For a minute there it crossed my mind that you were working for oil companies, broadband networks or some other rich organization, Elon Musk is going to put out of business.

  10. Model S and X deliveries are at a plateau for some time now at 100K annualized but have been “dropping” for two years now according to articles with no sources (really… they don’t even claim to have access to their lists). Model 3 is now the cash cow regardless and is cheaper than ALL the tesla killers mentioned. Sales are very strong and haven’t even hit Europe yet. S and X with 2170 would have 400 mile range (competition varies 236-310 – the latter not out yet). Everyone and his mother has announced a “solid state battery”…. for several years now. Musk has already voiced his frustration with all these hypothetical batteries that don’t work “just yet”. Tesla is the only non-Chinese company with Any in-house battery production and have the lowest cost (by 20% according to UBS a known Tesla bear). Then there’s profitability. Tesla will put out the $35K M3 some time (even in bear case) in 2019. Save for the 2022 BMW, there is no one with credible competition. Tesla is building the only Wholly Owned Chinese factory which will give them and edge on M3 and MY in China by the time the high end competition begins to heat up. They have designed wiring harnesses that allow robotic install. They own their own in-house robotics design group (who else has that?) They build their own computers (including chip design), Design their own UV/IR resistant glass, etc. Everyone else farms these things out. They also have an energy company to leverage excess battery capacity, further funding their push for leading edge batt tech. Ask yourself this….. given a choice (and China will have that choice, tariff free, in 2021, would you buy a Tesla or a NIO…. or other “Tesla killer” that has a battery that no one has been putting under the scope? Leaf batteries lost 30% of their range in 3 years. Chinese have a bad rep with battery life. Care to gamble on how good one of their cars is after 5 years? No one’s even asked the questions like the have with Tesla.

  11. What a nothing “advance.” Meanwhile the Chinese announced a solid state battery
    technology. Tesla has too many obstacles in its future – even as we speak, there are large waiting lists being formed for Porsche Taycans and Hyndai Kona EVs and Jaguar I Pace competitors and the I Pace reviews have resulted in that car being awarded car of the year honors from more than dozen auto mags and auto orgs. This while competitor Tesla Model X and S cars are losing sales and have no waiting lists. Tesla is about to face over 200 electric car competitors coming to market who not only will be priced lower, be superior vehicles (like the I Pace, Taycan, Kona EV, and Polestar 2) and also have a $7500 price advantage in the U.S. compliments of their tax credits. Meanwhile Tesla brags about the expansion of their Supercharger network (so that customers can be with 75 miles of a Supercharger!!! LOL). And the capacity upgrade (to 250KW) still leaves it significantly inferior to the CCS network’s 350KW chargers, and upcoming 500KW capacity. Tesla is lagging behind in every way, even their acceleration capabilities are being bested ,by competitor SUVs priced thousands less !!!

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