Panasonic's battery supply is the “basic restriction” of the production of Tesla products, the company said Thursday. The electric car maker is not getting enough batteries from the production lines operated by Panasonic in Reno, Nevada Gigafactory the automated to keep pace with the number of cars and home energy storage products he needs to do. However, both companies believe that more batteries can be made using the equipment in operation in the factory, Tesla said.
The statement indicates that Elon Musk recognized the investors on a conference call on 30 January, when he said “Tes- cell-injected for the production of vehicles,” and that some manufacturing must be done on his its home energy products to keep up with Model 3 battery packs. And it shows, despite that “production hell” and “hell of logistics delivered”, a long-term problem is still driving success Model 3: the tension between what is required from Tesla and what Panasonic can deliver.
Tesla announced in 201
This vertical integration, combined with the huge scale proposed Tesla was achieved by the Gigafactory, which was designed to reduce costs to a level “previously impossible to achieve in battery production and battery packs,” Tesla said in its announcement in 2014. But the first year of production was Model 3. hit by slow speed and inconsistent quality battery manufacturing (and battery pack). As a result Tesla's high production targets were delayed.
Today's statement became part of a response to two reports published Nikkei Asian Review which suggested that Panasonic is changing its plans for two of Tesla's Gigafactories. Nikkei said that “Panasonic” had decided to “add an additional $ 900 million investment in Nevada Gigafactory to try to“ reduce its dependence on automation. ”Tesla has been the largest electrical customer at Panasonic. Vehicle batteries, and the Japanese battery maker, had already achieved millions of losses due to the slower than expected increase in Model 3 production.
While the Model 3 was the world's largest seller's electric vehicle in 2018 despite the best efforts of the company, Tesla saw the biggest ever drop in deliveries in the first quarter of 2019. partly because the company concentrated it from North America and initiated shipping model 3s to two new markets: Europe and China. But some Wall Wall analysts and skeptics of the company also believe that the demand for the Model 3 is exhausted in North America, partly because Tesla cars are no longer eligible for the full federal tax credit EV, and since the $ 35,000 coin long bets do not lay the car yet.
This potential problem with the demand, which Musk refused is one reason that Panasonic has cold feet, according to Nikkei ]. The battery manufacturer Reuters stated that “[w] is addressing the state of demand,” and “he will study additional investments” over the Gigafactory's current capacity.
Nikkei also says that Panasonic has plans to move the Gigafactory being built outside of Shanghai. Tesla broke ground on his first Chinese factory in January and plans to set up and run production by the end of 2019, as it is vital for the company's goal to be a major presence in China.
But neither Tesla nor Panasonic announced whether the Japanese battery maker would make or supply cells in a Shanghai factory. Tesla is reportedly dealing with two other Chinese battery manufacturers – Lishen and Contemporary Amperex Technology Co Limited, or CATL – to supply cells to the Shanghai factory.
Still, Nikkei Thursday reported that Panasonic “will suspend its planned investment in a Tesla integrated battery plant and EV in Shanghai,” and instead “it will provide technical support and a small number of batteries from the Writer). . ”The report did not identify any sources for these plans.
Tesla spokesman denied the report that Panasonic intended to "freeze" investment into the Gigafactory Nevada, saying "the two companies are investing funds" He believes there is “much more output to be gained from improving the existing production equipment than previously thought.”
Existing production lines updated since the opening of the Gigafactory in 2016 “Looking at significant progress,” said the spokesperson. As a result, Tesla and Panasonic can achieve the same output with less expenditure on new equipment purchases. ”The spokesperson also said that this new focus on maximizing existing infrastructure on Tesla's plans would not impact on the overthrow of existing Graffiti.