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BYD Blade Batteries
- Thread starter Buckminster
- Start date
CLK350
Member
From AutoEvolution all new BYD cars will use that Blade Battery - also
" The Blade Battery is produced by a BYD spin-off called Fudi Battery. Since the start of production in March 2020, the company has set eight production lines for them, with a current capacity of 20 GWh. The plan is to produce up to 35 GWh in the same factory in Chongqing "
IF the BYD Blade for Tesla China rumor is true, my take is that Tesla will use BYD's for its MZ 25K car, at first ; just to get started . Like they are going 2170 for the Austin MY until the 4680 battery is ready. The dry process of the 4680 once fully debugged for mass production should be a lot less expensive to run, I recall there is no need for time consuming wet *ode production. When 4680 production by Tesla/ CATL ramps up and can meet demand, then Tesla will switch to 4680's. As Elon has said, they much prefer to have as little variety of components as possible.
In the end, it's good news, then, shooting for 2Q22 for MZ production in Shanghai.
" The Blade Battery is produced by a BYD spin-off called Fudi Battery. Since the start of production in March 2020, the company has set eight production lines for them, with a current capacity of 20 GWh. The plan is to produce up to 35 GWh in the same factory in Chongqing "
IF the BYD Blade for Tesla China rumor is true, my take is that Tesla will use BYD's for its MZ 25K car, at first ; just to get started . Like they are going 2170 for the Austin MY until the 4680 battery is ready. The dry process of the 4680 once fully debugged for mass production should be a lot less expensive to run, I recall there is no need for time consuming wet *ode production. When 4680 production by Tesla/ CATL ramps up and can meet demand, then Tesla will switch to 4680's. As Elon has said, they much prefer to have as little variety of components as possible.
In the end, it's good news, then, shooting for 2Q22 for MZ production in Shanghai.
CLK350
Member
Doggydogworld
Active Member
It's almost certainly for 3/Y SR. The current pack using CATL LFP is a kludge that qualifies for a lower subsidy tier than Blade. Almost certainly heavier, too. Blade is structural and might even work seamlessly with the new structure designed around 4680.
JRP3
Hyperactive Member
Do you have comparative energy density numbers? I thought CATL had better cell level density than BYD so the pack level difference may not be significant.
Doggydogworld
Active Member
MIIT filings showed LFP Model 3 at 125 Wh/kg and BYD Han at 140. Those are breakpoints for subsidy multipliers, 125 is 0.8x and 140 is 0.9x. I think the 1.0x threshold is 160 Wh/kg. The Model 3 LR packs were in the 150s, IIRC, with the original imported NCA packs a bit higher than the NMC ones.
I was surprised the packs with CATL LFPs were so low, until I saw pics of a teardown. It's a quickiie hack design, not at all optimal.
Yeah, BYD LFP is a BFD. They were quoted in the tweet: (image below)
"Earlier this year, there were further rumors on Chinese social media that Tesla had officially placed an order with BYD's battery manufacturing unit FinDreams Battery for blade batteries for 204,000 units per year."
This is roughly the same number of additional Models 3 we would expect annually from the Giga Shanghai Phase 1 (Model 3) expansion plan. So this BYD contract could just be the provisioning of battery packs for that production growth. Significantly, that expansion brings Tesla China to over 1.0M units per year run rate, as soon as Q3 this year.
N.B. 204k bty packs per year is enough for about 4,200 Models 3 per week (less holidays). That's quite close to what we'd expect as the run rate for a new Model 3 line at Giga Shanghai.
Cheers!
BYD Blade batteries for Model Y's of Giga Berlin?
Tesla receiving BYD batteries for Giga Berlin's Model Y production
BYD batteries will reportedly be used in Tesla's Gigafactory Berlin in Germany, not Gigafactory Shanghai in China.www.teslarati.com
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