Tesla Giga Factory
"Having Panasonic as a joint venture partner would facilitate strategic access to Panasonic's supply chain and reduce risks."
Giga Factory Graphic
Wrote an analyst at Wedbush Securitiesm, according to Motley Fool.
But with reports that Panasonic might not be in on the deal, who else could step in to assist Tesla?
Motley Fool thinks Apple is a prime candidate. Here's why:
"...the prospect of such a large-scale manufacturing facility is exciting, not only for Tesla but also for a number of other companies, such as Apple, whose consumer electronics products rely on lithium-ion cells. While this is purely speculative at this point, Tesla's CEO, Elon Musk, met with Apple's chief of mergers and acquisitions last spring."
"...Apple holds valuable battery patents that could be interesting to Tesla down the road, including a new smart power-management system that aims to extend an iPhone's battery life by learning users' habits."
"Additionally, Apple "could use the batteries to augment its huge solar installations at its data centers or factories" suggests Seth Weintraub of 9To5Mac."
That's all according to Motley Fool, who correctly points out that this is pure speculation.
Could Apple tie up with Tesla on the battery giga factory? Sure Apple could, but we suspect a more likely candidate is Samsung SDI. That is, provided Panasonic is not on board.
Source: Motley Fool