Tesla aims to achieve 3000GWh output by 2030. Will the development of electric vehicles accelerate on a large scale?

At the end of September, Tesla founder and CEO Elon Musk announced a series of announcements related to the future prices of its models, new battery technology, and new breakthroughs in manufacturing. Musk once again stated that there will be major changes in the category of electric vehicles. Should he accept his opinion, or is this another way of putting an end to ICE (internal combustion engine technology) investment possibilities? We will use WoodMackenzie's report to quickly break down the content and meaning of the promise you made. Announcement 1: Brand-new battery Musk announced a piece of news related to a new cell. This new cell can not only be used to process 'tables' batteries, but will also make the battery more efficient and provide longer-lasting battery life. . The battery to be developed has a diameter of 46 mm and a height of 80 mm, which is the '4680 battery'. Musk said that the 'tabless' battery design takes into account the thermal issues of this size. In order to achieve the annual output target of 10GWh by 2021, the company has started processing. Therefore, we speculate that we can choose to believe this time. Compared with the previous battery, the new size makes the battery capacity five times higher and the power six times higher. Crucially, Tesla estimates that the new size can reduce the cost per kilowatt hour of the battery pack by 14%. The ruthless attack on the use of cobalt has added a new target: graphite. Talking about the source of cobalt and mining conditions, Musk said that he would completely cancel the use of cobalt. Moreover, he also announced a new change-no longer using graphite. For decades, graphite has been the most stable anode material for lithium batteries. For many years, in order to improve energy density and charging capacity, various companies have been promoting the use of silicon. The capacity of silicon to store lithium is 9 times that of graphite. For a variety of reasons, an anode using silicon as an important material has not been realized. Tesla claims that by using an elastic ion-conducting polymer coating as a stabilizer, Tesla has dealt with this challenge and no longer needs graphite at all. Other methods use designs such as graphene and nanotubes, which are complicated and expensive. Tesla's method is obviously simpler and cheaper, and can increase the cruising range by 20%. If it is true, this is an embarrassing moment for companies such as SilaNanotechnologies and NanoGraf, which have been focusing on dealing with this problem for the past ten years. Regarding cathode materials, Tesla mentioned nickel-manganese cathode materials for long-distance riding. The company claims that compared with high-nickel batteries, with a 2:1 nickel-manganese ratio as the target, Tesla can process 50% more batteries with the same amount of nickel. Finally, Tesla also confirmed the news that it has decided to enter the lower-priced mass product category. Lithium iron phosphate (LFP) batteries are therefore regarded as an indispensable part of the company’s investment portfolio, which proves the practice of my country’s local manufacturers. Correctness, these manufacturers have already begun to use LFP batteries on a large scale. Tesla’s goal of achieving 3000GWh output in 2030 is that the internal lithium battery cell output will reach 100GWh in 2022 and 3000GWh in 2030, which far exceeds the targets announced by other companies. This goal seems to be based on the most optimistic expectations for the speed at which electric vehicles will become popular. At the same time, this may be a blinding method used to launch the ICE plan faster. Tesla’s current annual output is about 35GWh. If it wants to achieve the goal of 100GWh by 2022, Tesla only needs to increase its internal output by 3 times within 2 years, which is the Terafactories plan announced by Tesla-in the same area. On the land, the yield can be increased three times. Of course, the key lies in how fast this can be achieved. Usually, Tesla will be 2-3 years later than planned. Although Tesla has been questioned when it comes to repeatedly making promises. But in the end, I have to say that doubting Tesla's execution and manufacturing process is not a good thing for anyone. The OEM price of $25,000 is also a small trick, because it is based on the assumption that the subsidy policy for electric vehicles will continue. For Tesla, in order to meet the proposed figures, cheaper cars are crucial. However, Tesla is the true technology and innovation leader in this category. Although Tesla's competitors have also invested, none of them is approaching Tesla or is ready to surpass Tesla. Keep in mind that if the cost of energy storage drops as quickly as Musk expected, the battery announcement will also have a huge impact on solar energy use. According to Tesla’s announcement on Battery Day, the average cost may fall below US$60/Kwh by 2023, instead of the US$100 that most experts expected in 2025. The current cost is US$156/KWh (expected by BNEF) and is expected to reach US$100 by 2023. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: What are the detailed repair methods for lead-acid batteries?