Interesting, because Tesla claims GF1 is producing about 28GWh at the moment, although some of that is going into fixed storage and not cars. But S/X use about 100,000 cars worth of 18650 cells, with each car taking, say, 90kWh on average, which is another 9GWh. Chart shows 23GWh for Panasonic. 28+8-23 = 13GWh of Panasonic cells going into fixed storage for Tesla alone!FWIW
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'Made in China 2025' forges ahead with EV dominance in sight
ancillary to the article, is the history, during the past decade, battery leadership has approximately followed
AESC was the first to leadership, with Nissan
LG Chem, then took leadsership with Renault and GM Volt
BYD then broke cover with their own range of new energy vehicles, (taking leadership)
Panasonic reascended to leadership via Tesla
now CATL leads due to being China Inc's goto supplier for batteries, having fought through a brutally competitive internal field.
Also, at least some other EVs use Panasonic cells, don't they? Maybe only in very small numbers, I don't know.
In other words, I think the number for Panasonic is wrong.