Panasonic Reports Robust EV Battery Demand In Q2 2022 via insideevs.com
, although this investment still requires the final decision, which depends on the pilot and series production results in Japan.
As we understand, Panasonic is preparing to build the new plant for 4680-type battery cells for Tesla, but first must achieve important milestones in terms of production viability and consistent quality. Any mistake in such a project potentially could be very costly both financially, as well as in terms of reputation. Let's remember that the company so far produced more than 10 billion battery cells for EVs without a single recall.
It's not clear at this point what will be the exact specs of Panasonic's 4680-type batteries. The cell might be externally the same as Tesla's cell, but inside, the solution can vary, including battery chemistry, energy density, and specific solutions of how things are connected and how they are manufactured.
If several manufacturers produce 4680-type cells , the technology of each product might be slightly different. Customers probably will not see the difference on the car, at least not without some measures and comparison, but on the industry level, it will probably be healthy competition between suppliers.
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