Panasonic Ups Battery Cell Production At Gigafactory

Tesla Gigafactory

JUL 31 2018 BY MARK KANE 28

According to Japanese news agency Nikkan Kogyo, Panasonic is going to increase lithium-ion battery cell production at the Tesla Gigafactory by more than 30%.

Three additional production lines, on top of the ten already installed, will enable it to reach a volume of 35 GWh annually by the end of this year.

The investment was expected as Panasonic hinted that it will step-in if needed.

The expansion is required to meet demand for growing production of Tesla Model 3 and energy storage systems. The two other models (Model S and Model X) are supplied with batteries from Japan (a different cell format – 18650 vs 21700).

35 GWh of batteries could be enough for a few hundred thousand Tesla Model 3, but it probably still will be not enough to fulfill 10,000 copies a week and energy storage systems.

The ultimate goal for the Tesla Gigafactory is to produce 105 GWh of batteries and 150 GWh of packs (some cells will come from other facilities).

Source: Nikkan, Electrek, Teslarati

Categories: Tesla

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28 Comments on "Panasonic Ups Battery Cell Production At Gigafactory"

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Interesting story, many Tesla fans have been telling me for months Tesla has already achieved 35GWh, I guess they were misinformed by 30%, sounds like current production is closer to 25GWh

Probably to support Model 3 Standard. What is amazing, is even 25GWh is enough to produce something like 300,000 Model 3 Long Range cars per year. I imagine 35 GWh will bring them up to the 500,000 car per year mark looking at both Standard and Long Range models. I guess it depends on how many of those go to energy storage too.

The gigafactory production is almost only for the Model 3. So they should be at around a production rate of maybe 16-17 GWh per year and maybe hit ~12 GWh for the full year of 2018.

They are nowhere near a 35 GWh tempo nor hitting that number in a year.

After the production increase they might get closer to 25 GWh, at least 20 GWh.

Yeah, I haven’t seen anybody claiming that Gigafactory 1 has neared or is nearing the original goal of 35 GWh of cells per year. Heck, the current size of Gf1 is still less than 2/3 the intended finished size. I think “David Green” is again pulling his FUDster alternative facts out of where the sun don’t shine.

You are probably right…

GF1 is currently less then 1/3 of the finished size, and 3% of the finished Solar, and none of the finished wind generation Tesla has been showing in the pretty pictures. … Once again PuPu spreading incorrect information…

12 GWh full year would be less than 5,000 Model 3 LR on average for the rest of the year, and no storage at all… More likely 13-14 GWh for Model 3, plus another GWh or so for storage. And that’s just completed cars / storage batteries — cell production is surely leading by several weeks, adding another couple GWh of cells produced this year.

But the current rate is more relevant anyway…

David “green” — did you see what your favorite twitter shorter buddy you always quote anonymously retweeted?

Now I remember why I never joined twitter! Your crazy nutter sources who admit to shorting Tesla have gone full creepy psycho stalking Tesla employees! Are these the source you think we should believe when you parrot their tweets here?

Yes, we should believe people that stand at the gate and count cars in and out… Thats first hand information, and some of the things that have been posted are helpful in accessing the real situation. In a real company like Boeing, or GM you do not have to sneak around and check up, because management is honest, and disclose the real happenings. With Tesla, management is sneaking around and acting very secretive with information that is crucial for investors to be informed… Actually when Boeing was having trouble with the 787 plane spotters were staked out around the Everett factory 24-7 letting media and investors know what is really happening. Like a spy photographer in the car business… The thing is for a person like me, making small investments it really does not matter too much, but for investors with billions invested, they need to know exactly what is happening. But I did not invest into BYD without visiting their headquarters in Shenzhen, when you visit a company you get an idea about management, and whether the operation is smooth and sorted.

They aren’t at the gate. They are at a remote parking lot. And clearly you didn’t read the nutter conspiracy BS and see that whatever numbers they supposedly come up with cannot be trusted.

Sadly, you are blind to all this, and will just continue to repost clearly unhinged and biased sources as if they were legitimate.

You won’t even realize how badly your blind belief in sources like this discredits you when you post.

Although your confusion over these folks counting numbers from a remote parking lot instead of from the factory certainly would explain a lot…..

What makes you think they are not counting both? We will soon see who has a better read on the pulse, I made my predictions, where are yours? I hear a lot of blah blah blah from you and PuPu, but no facts, and figures that are real…

See, that is the difference between you and me. If I have actual information, that I can source accurately, I post it. I don’t wonder if the source is counting in one place or another, and then post the numbers as if I actually knew the answer.

Sadly, you don’t really care if they are counting at one lot, or at the factory, or both, or if they report completely false numbers because of their clear bias. All you care about is posting something to attack Tesla, where ever you desperately search the web.

Cool. Glad to see the success.

If the report in another current article here is true, then it looks like Tesla won’t be switching over the Model S and Model X to 2170 Gigafactory cells for another entire year.

But I suspect any bottleneck at Gf1 is on Tesla’s pack assembly side, not on Panasonic’s cell production side. Panasonic has had years of experience in making cells at high capacity, but high capacity mass production is something Tesla is still learning how to do.

There is speculation that they won’t switch over to the 2170s until the new Model S and X redesign which Tesla has announced as coming in 2021. Interior refresh is coming in 2019.

They haven’t announced anything; the dates are from leaked internal documents.

Yes, the 2019 refresh for S and X is interior, the whole car refresh is 2021… as reported on Electrek yesterday. By that time the Europeans, Koreans and others will be up to full EV production… To refresh a whole car incl body panels is about a $1B proposition, where is the CapEx for that going to come from?

Yes, if Tesla hadn’t outsourced cell production, they would be screwed. Even now, after spending billions on the gigafactory, they are still at the mercy of Panasonic. Some things never change.

Funny, you keep posting how Tesla should stop insourcing production, and rely more on suppliers like other car makers. Then you describe having a contractual relationship with a supplier as being “at the mercy of Panasonic”.

Can you get your memes straight, and decide one way or the other? It is getting silly.

The bottleneck has been in pack assembly in the past; but this report is clearly talking about cell production.

(Also, it doesn’t in fact mention any actual bottlenecks — just planned capacity expansion… Though there has been mention of temporary cell shortages earlier.)

I would think the limiting factor of Model S and X would be the fact that Tesla has a contract with Panasonic for 18650 cells to a certain point, otherwise Panasonic wouldn’t have bothered investing millions in upgrading their factories in Japan.

As for bottlenecks in GF1, that is hard to say really. The problem isn’t limited to simply mass producing cells/packs but also improving efficiency of the process to maximize economics. The bottleneck was most likely related to attempts at improving efficiency before scaling up.

Tesla announced the same to investors back in January 2017… 35 GWh “underway”.

Now the same news re-hashed 18 months later, this time from a Japanese source?

Similar mode for pre-announcing GF projects for Europe and Asia again and again since 2015…still no construction started.

Tesla will require around $25 billion to ever do all this (complete GF 1 – GF 4). Where’s the funding?

You clearly don’t understand the difference between the company TESLA that announced building out the FACTORY capable of holding that production rate, and PANASONIC that is a different company, and is announcing their expansion of their ASSEMBLY LINES capable of supporting that production rate. The $$$ numbers you quote could only be reached if you conflate both Tesla and Panasonic as if they were both Tesla too, and they still are inflated even going 10 years out.

Tesla — One company.
Panasonic — Different company.

Factory — place that has to be built large enough to hold assembly lines BEFORE the assembly lines can be installed.

Assembly lines — Things that can only be installed AFTER the factory has been built.

Um, Trollftf is clearly a shorter as he admitted and as such he only comes here to spread his serial anti-Tesla FUD to support his shorts.

Welcome to America where a sizable number of people don’t give a rat’s ass about anybody or anything but themselves and their money. He is probably also a Tump voter too.

I think Tesla needs 17.5B for CapEX 5B GF3 5B GF4 3B Finish GF1 2.5B Ramp Model Y 2B Total Refresh S and X I am not incl Semi or Roadster 2020, because those are not going to happen IMO. That 17.5B will get Tesla to a 1.5M per year car maker if they hit all the production targets, so about 22% of GM which already sells 6.5M cars a year…

If Tesla is having tons of trouble now with raising the battery production to even 35 gigawatts a year.

They are not going to have any spare battery capacity to make two to five gigawatts of home storage batteries.

If Tesla gets hit with four to ten gigawatts of power company scale battery storage they will no way be able to make the batteries needed for such a project in the next two or three years.

Samsung Cells for Powerwalls, Powerpacks, gives them flexibility, though!