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Tesla's 4680 battery cells are underperforming and frustrating buyers

5 hours ago
  • #Tesla 4680 Battery
  • #Battery Technology
  • #Electric Vehicle Performance
  • Tesla's 4680 battery cells, introduced in 2020, have underperformed promised benchmarks, showing worse energy density, charging speed, and range compared to supplier cells.
  • Real-world data indicates a 13% lower energy density than Panasonic's 2170 cells and an 8% range reduction in European Model Y vehicles, with charging curves notably slower.
  • The dry battery electrode process was acknowledged as a 'mistake' by Elon Musk, and a major supply contract for 4680 materials collapsed by 99.9%, signaling production struggles.
  • European customers face backlash due to unannounced battery swaps in Model Y orders, leading to order cancellations and complaints about range downgrades and lack of transparency.
  • Tesla's 4680 program has failed to meet initial goals, with limited deployment in vehicles like the Cybertruck and Model Y, raising doubts about its competitiveness and impact on Tesla's market lead.