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Switching Osaka to 2170 production can definitely help by making it possible to build packs that have about .077 percent greater capacity. The question is cost of cell/packs. If Panasonic uses the same cell manufacturing equipment that they developed for the Gigafactory their cell costs will be similar in cost to cells produced at the Gigafactory. In the long run the best strategy might be to use those cells to produce packs for TE and cars produced and sold in Asia.Bloomberg article today said Tesla is already using imported 2170s in TE products. Bloomberg could have made an error, but if not, that would seem to say at least some process of switching of some 18650 production to 2170 is already underway.
You did some excellent analysis and of why we missed on our delivery estimates. Maybe it won't matter very much going forward. Two possible reasons for the SP increase after the small delivery miss:We can take this OT and debate the impact severity of various production line changes. My point is that every hardware upgrade of any significance has taken longer than Tesla forecast and slowed production impacting its ability to meet delivery guidance. RHD, D, Next Gen Seats, Facelift, AP2. All of them.
If the 30% increase is being derived from the capacity of the cells and is being used to estimate pack capacity it is absolutely incorrect. There are two ways that the size of the cells have greater capacity. Increased diameter and increased length. Only the increased length leads to a substantial increase in capacity.In the spirit of gigafactory production start today. I have seen repeated on this forum referencing the 2170 have 30% increase in energy density. Where is this information coming from? When I do volumetric comparison between the 1865 and the gigafactory 2170 cells it equates to a 46.58% increase in volume. There would have to be a massive improvement in the chemistry to have a 30% increase in energy density wh/L. Are they referencing the pack density improvement? Curious mind is wondering.
1865 cell: 66188 mm^3
2170 cell: 97020 mm^3
46.58% increase in volume
I think that the grove is used to either crimp the cap on (a surface to press the cap against prior to welding it on, or it might be used only to locate the cap prior to welding.That sounds about right, thanks. Note both terminals on the top of the cell, consistent with the new architecture of the P100D pack...
Well, Germans seem to have lost enough to start caring. This is function of luxury market they serve, market that Tesla adopted as a first playground. Wait for truck to be released, and let's see what Ford says few years after
Not sure why, but that question reminded me of blank vinyl B-sides that were labelled with "This is a silent groove to improve the molding of your pressing"...Do you know what is the purpose for the groove around the circumference near the top of the cylinder?
Sure, but don't forget it includes SCTY now.
His price target is left unchanged at $242 and industry weighting as "cautious",
This is why us legacy longs must hold and not sell into a minor dip. We are almost there.......no systemic risk out there folks. So what if the overall market has a 5% pullback. Been there done that.Anecdotal about that price target - I see "professional traders" on Twitter (take it for what it's worth) saying they are not in $TSLA at the moment but will be if it breaks out above $240...
It would have been fine if they had forecast the 6 weeks of slowdown in production. Instead they had to tell us about it after the fact when they missed the number. Credibility is important not just for Wall Street but also when dealing with suppliers. As Tesla keeps missing forecasts their credibility with suppliers suffers.
good point... but before Tesla announced a buyout it was priced around $2b and rapidly falling.Sure, but don't forget it includes SCTY now.
Model 3 cell production will follow in Q2 and by 2018, the Gigafactory will produce 35 GWh/year of lithium-ion battery cells
good point... but before Tesla announced a buyout it was priced around $2b and rapidly falling.