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Tesla Motors, Inc. (TSLA) Message Board

  • pittyfuk pittyfuk Sep 29, 2013 6:21 PM Flag

    Competing with Tesla's batteries is easier than it looks.

    They use thousands of Panasonic 18650 lithium-ion cells, which are pretty well standard and a commodity. They are the same cells used in many flashlights. Nothing super special or exotic ... and other manufacturers, especially Ford, are rapidly becoming competitive.

    Tesla, a great car and a better short!

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    • Other car manufacturers are using custom prismatic cells that necessarily cost more. It's a chicken-egg problem. They need to build up a lot of volume and standardize to get costs down. Tesla must be getting volume discounts now as a significant user - they have to be using cells now upwards of 150 million a year rate. But the low end electric cars have trouble building up volume as they are basically not economic with today's battery tech. Tesla also has a lot of patents on sensing and control systems to use the batteries safely and they don't try for real packing density. They must have automated almost all of making batteries from the cells for costs and reliability. I haven't looked up Tesla on the USPTO data base in a while. It's worth noticing that none of the car companies seem to have had a Boeing moment with the batteries in their released cars.

    • Right and that is why BMW, Ford, GM, Toyota, Nissan and Mercedes have spent billions and their cars only get up to 100 miles per charge. Less than half.

 
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