According to the data from the Gaogong Industry Institue (GGII) via Moneyball, Panasonic is still a significant battery cell supplier to Made-in-China (MIC) Tesla Model 3.
During the first four months of the year, LG Chem and Panasonic supplied 1.45 GWh of batteries, enough for 28,000 packs:
- LG Chem: 22,904 packs and 1,186,452 kWh (average of 51.8 kWh per pack)
- Panasonic: 4,988 packs and 263,865 kWh (average of 52.9 kWh per pack)
- Total: 27,892 packs and 1.45 GWh of energy
Panasonic's share is about 17.9%. In both cases, it seems that the average is around 52 kWh per pack, which is the capacity of the Standard Range Plus version.
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GGII's stats reveal that the total deployed battery capacity amounted to 7.2 GWh (down 47.4% year-over-year) and the top 10 car models were responsible for half of the total capacity deployed.
China's biggest EV battery maker - CATL - is supplying most of the top models. Later this year, CATL will join the list of Tesla suppliers too.
Having 2-3 suppliers puts Tesla in a great negotiating position.