Recently, Panasonic officially showed the new 4680 battery cell that will be supplied to Tesla . It is officially claimed that the single energy density is increased by 5 times, which can theoretically increase the vehicle's battery life by 16%. However, the new 4680 battery is much larger than the previous 1865 and 2170 batteries in terms of diameter and height. The 4680 is composed of 950 battery cells. The laser pole-less ear technology removes the main heating components of the battery, and the stability after reducing internal resistance is also higher.
Musk said that the cost of 4680 batteries is 86% lower than before in terms of manufacturing and assembly. Not only that, Tesla will also adopt an innovative "sandwich structure" solution, allowing the battery and body to form the body skeleton instead of installing it separately. This assembly solution was first adopted on Model S. The advantage is that it can reduce the number of parts and battery volume, and increase a certain range.
4680 battery is essentially a ternary lithium battery, and the biggest problem is heating and stability. Previously, there were several collisions, combustion and natural accidents in Tesla car , most of which were caused by severe damage to the chassis and battery damage. The technology upgrade brought by 4680 and Tesla's optimized battery installation method should greatly reduce the fire rate.
In addition, Musk has "showed" the advantages of electric vehicles, saying that electric vehicles have more cost advantages than traditional cars. However, although the 4680 is a ternary lithium battery and its battery life is almost unaffected by the environment, the battery life performance of pure electric cars on highways is still slightly worse than that of fuel vehicles.
Tesla should not popularize this battery to the standard version of the car, because not long ago, the company had planned to replace all its standard battery life versions with lithium iron phosphate battery to maintain costs and profits. The 4680 battery should be the "exclusive" of the long-range version and higher-end models.
Xiao Lei believes that the importance of 4680 batteries to Tesla should be similar to that of blade battery to BYD . Its safer and more stable performance and lower production costs are undoubtedly the most satisfactory battery solution for the company at present. Although Tesla had some "friction" with Panasonic when building a factory in China, the emergence of the 4680 battery kept the cooperation between the two companies close.
Of course, if Tesla can launch cars equipped with 4680 batteries into the market as soon as possible, its price may drop significantly, which will be a significant challenge for other electric car companies at that time. However, whether the stability of the 4680 battery is really as safe as Musk said, it still needs to be officially delivered before verification.
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