So this is the updated Mulroney sticker for the new 2021 long range Model X that gets 371 miles range. It reads 32 kWh for 100 miles range so 371 miles range equals 118.72 kWh battery. Is this the new 4680 battery or just an updated 120 kWh pack?
Doesn't seem a likely conclusion, based on what we know about the 4680. Likely this battery would go into CyberTruck and the Semi.
More likely Tesla have increased the battery capacity on the current battery packs on the S and X, though possible they are finally using the 1650 batteries (from 3 & Y), though that itself is less likely than Tesla just getting more charge level into the existing battery design.
Regardless, increasing the range of the X by around 20% is a big frigging deal.
Instead Tesla added a new "efficiency package" 2020H2, same as they added 2020 that then was converted into LR+ with a range bump from pure better regen recapture.
Remember that -G and -H batteries (so called id 93) have better wiring that allows them to charge at 250kWh on a v3 supercharger for example. So it's totally feasible they can recapture the power from regen even a bit better than -F batteries.
Assuming the 32 kWh per 100 mi efficiency number is correct (same as my 2020 with 351 mile EPA range) then either:
1. Usable battery pack energy increased 6% (improved battery chemistry, drivetrain efficiency, or more cells), or
2. Wall to battery efficiency got worse by the same 6% amount that the battery to wheel efficiency improved so that a fully charged battery can go 371 miles.
My guess is that the battery chemistry improved at some point, hopefully -H so my 2020 X LR+ gets the higher range numbers.
In reality I rarely drive 55 mph so this increase is not a big deal in real life.