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It is rumored that LG intends to build 4680 new batteries for Tesla in 2023, and build new plants in Europe and America

On March 10, according to two people familiar with the matter, LG Energy Solution (hereinafter referred to as LG), a battery manufacturing subsidiary of South Korea’s LG Chem, hopes to start producing 4680 new batteries for Tesla in 2023, and is considering building a plant in the United States or Europe. .


People familiar with the matter said that Tesla has not yet agreed to expand LG's role in its supply chain to transactions outside of China. Last week, LG said it plans to build a factory in the United States to produce batteries for electric vehicles and energy storage systems to cater to the needs of American and global customers and start-ups. The company had not identified potential customers at the time, only saying that it hoped Tesla could buy its batteries.

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In September 2020, Tesla CEO Elon Musk announced an ambitious plan to develop new batteries internally and urge suppliers such as LG and Panasonic to accept this unverified Technology, otherwise the latter will face the risk of losing long-term major customers.


A person familiar with the matter said that LG has produced samples for the so-called 4680 large-size cylindrical battery, but the company still faces challenges in terms of technology and expansion of production. LG plans to produce 4680 batteries in a new American factory, and plans to build a 4680 battery production line in Europe to supply batteries to Tesla's Berlin factory. In addition, LG may also build a European factory in Spain.


Another person familiar with the matter said that LG has never mass-produced large-size cylindrical batteries like the 4680. But Tesla is its main customer, and LG should be willing to take risks. He also said that LG has not yet received an order for 4680 batteries from Tesla, which are still under development. Currently, Tesla is significantly increasing the output of 2170 batteries used in China to make Model 3 and Model Y.


Tesla's development of the new 4680 battery is intended to reduce production costs, improve battery performance and increase cruising range, which will help Tesla significantly increase the production of electric vehicles worldwide. Tesla is operating a pilot plant for new batteries in California, USA, and is preparing to produce these batteries at new plants in Texas and Germany.


Musk recently said that Tesla is negotiating with battery suppliers to develop 4680 batteries. He said that Tesla will use current batteries for at least a few years, but over time these batteries will be "retired."


LG currently supplies smaller batteries to Tesla vehicles made in China, as does the Chinese battery manufacturer Ningde Times. Panasonic has cooperated with Tesla to invest USD 5 billion to build a giant battery factory near Reno, Nevada, USA.


LG and General Motors have invested 2.3 billion U.S. dollars to establish a joint venture in Lordstown, Ohio, USA, to produce pouch batteries for general electric vehicles in the future. GM additionally stated that the company is considering cooperating with LG to build a second battery plant in the United States.


Peter Rawlinson, CEO of Tesla's rival Lucid Motors, said earlier that the company is interested in different battery specifications. Lucid Motors has signed a multi-year supply agreement with LG Chem and is considering whether to manufacture batteries in-house.


According to people familiar with the matter, Panasonic plans to start a 4680 battery test production line in Japan in the fiscal year beginning on April 1, although it and Tesla have not yet indicated whether they plan to cooperate in the production of 4680 batteries.


Research firm Benchmark Minonal Intelligence analyst Caspar Rawles (Caspar Rawles) said that Tesla may need to delay the timetable for mass production of new batteries or work with partners with newer factories to promote battery production. Quick Start. (Little)



Source: NetEase Technology Report, translated by Google Translate

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