BYD Blade Batteries

[Dikkie Dik]

Blade?

Most likely, I scanned the article, did not see it mentioned. Will read more carefully sometime today.

 

[JRP3]

I'd assume so, I don't know of any other structural pack from BYD other than the Blade design, though it's possible they could have introduced something else.

 

[Dikkie Dik]

Most likely, I scanned the article, did not see it mentioned. Will read more carefully sometime today.

Indeed no mention of ‘Blade’ but everything points in that direction.

Made me wonder if the TeslaMag ever used that name/term to describe the BYD structural pack.

I went back a few articles about this pack and ‘Blade’ isn’t used anywhere. Would be nice to have some confirmation though.

@hobbes is from Germany I believe, could you shed some light on the situation?

 

[Buckminster]

Came here to post this

Awesome charging curve, maybe one of the best of every EV on the road

Assuming if you start at lower SOC it keeps the 172 kW, it’s maintaining 2.85 C up to 50%, and 10-50% should take 8,5 minutes

10-80% in 17 minutes, or the same as Hyundai group E-GMP cars, but that in a efficient vehicle instead of theirs

Make me wonder if by any change the new Model 3 LR with lower range could be using BYD packs, don’t think so if it’s just LFP, and no LFMP

But a charging curve like that on a Model 3 would make it better than the Model S LR road tripping wise

These are fantastic news for so many reasons:

• These batteries are low cost
• Batteries are Nickel and Cobalt free, so probably easier to scale from a raw materials perspective.
• We can assume that BYD as a supplier is able to scale their production in China. By the way, I would not expect quality issues with these batteries since Tesla did rigid testing and rejected BYD’s solution at least two times. This was the reason for the significant delay for the use of these batteries in Berlin (I remember that the slow charging rate was one reason for the delay of the introduction of these batteries).
• The new battery pack is structural which has several advantages from a manufacturing standpoint as well as for the customer.
• Offers in the medium term a mitigation strategy if the 4680 battery production of Generation 2 (Dry/Dry) in Austin and later in Nevada ramps slower than expected. It’s not that I expect a slower ramp. I think it is possible that already 4680 batteries Gen 2 are used (in stealth mode) to build production cars / Model Y LR. I plan to explain my thinking behind this in a future post.
• The fantastic charging curve enables the use of small battery packs, e.g. in future Gen 3 cars, since the charging curve remains acceptable despite the smaller battery capacity. With smaller batteries, more cars can be built out of the same GWh’s of batteries.
• It explains a minimal increase of the “inventory” Model Y cars in Europe. I was actually able to find a Made in Germany Model Y RWD car in the inventory in a few minutes in Germany. Troy explained on twitter how to do this. So Germany has today the “same” car available in inventory in a Shanghai-built and in a Berlin-built configuration (same color, same wheels etc.). Now in the inventory this configuration at a certain point of sale shows up as two cars (Shanghai and Berlin). Until March it showed only one car (only Shanghai-built). I would guess this effect is blows up the inventory issue by 0-1 % in Europe. ok not much, but still good to know. This effect comes also into play for the Model Y LR in the European market, which are also built in Berlin and Shanghai.

And last, it offers an opportunity to increase adoption of EV’s from Tesla in the medium term.

• At least in Switzerland, where I live, most live in rental appartments and these people have to ask the administration if they could like to install electric charging. It’s not that it is not possible, but in the population many don’t like to do an extra effort, they just have other priorities in their life. So these people would buy for example an hybrid, a car which appears to be somewhat ecological (despite not being able to charge it). If a car has a good charging curve, it is possible to do the charging up while you do your shopping, eat at Mc Donalds, go to the fitness center etc. (provided the future installation of powerful charging stations at these points). I would say in Switzerland the affordability of the cars is already now no more the No 1 obstacle reason to significantly increase the market share of EV’s.

Maybe its more that I hope faster charging and especially a flatter charging curve (more predictable charging rate for the customer) enables mass adoption of EV’s. I guess Elon Musk was not concerned about daily charging for the masses since he assumed that FSD will be a reality very soon and after that the cars could charge during night by driving itself to the next super charger.

 

[Buckminster]

https://twitter.com/x/status/1666161634555879426

 

[Buckminster]

https://twitter.com/x/status/1699315687423111333

 

[UkNorthampton]

https://twitter.com/x/status/1699315687423111333

Some chatter might suggest this isn't widely used, perhaps a few only? Or, media hasn't extensively covered and we've got something big happening in plain site.

Just trying to add context

https://twitter.com/x/status/1699344186087203063

 

[petit_bateau]

Some chatter might suggest this isn't widely used, perhaps a few only? Or, media hasn't extensively covered and we've got something big happening in plain site.

Just trying to add context

https://twitter.com/x/status/1699344186087203063

I may be wrong (this is not something I've tracked closely) but isn't all Berlin either BYD blade or LG 2170 ? And wasn't it only fairly recently that the LG2170 started flowing to Berlin for the LR version or have I got that backwards ?

( the true afficionados in Germany are upset that LG2170 from Berlin has not got quite the same LR range as Panasonic 2170 from Fremont)

 

[UkNorthampton]

I may be wrong (this is not something I've tracked closely) but isn't all Berlin either BYD blade or LG 2170 ? And wasn't it only fairly recently that the LG2170 started flowing to Berlin for the LR version or have I got that backwards ?

( the true afficionados in Germany are upset that LG2170 from Berlin has not got quite the same LR range as Panasonic 2170 from Fremont)

I don't know. The point to me is that we have a known unknown. We need a Munro type check or deep dive youtubers to cover it (more than I've seen or can remember). It's the kind of thing Bjorn Nyland might cover, he may have.

Overall, Berlin products have a lot less teardown coverage (AFAIK, there may be German-language channels that cover).

 

[Buckminster]

https://twitter.com/x/status/1738160028073259440

 

[UkNorthampton]

https://twitter.com/x/status/1738160028073259440

Putting into text for search etc

Tesla Model Y with rear-wheel drive from Grünheide is now equipped with both BYD and CATL batteries! Production has been running at full speed in the German Gigafactory in Grünheide since summer. Reports have emerged in recent days that the Model Y with rear-wheel drive is coming with both CATL and BYD batteries from the Gigafactory Grünheide.

The chassis number is located in the lower part of the windshield on the driver’s side or in the vehicle registration document. The first three letters of the chassis number indicate the manufacturing location:LRW = Made in China (MIC)XP7 = Made in Germany (MIG)To identify the installed battery, the 7th position of the chassis number is crucial. For rear-wheel-drive vehicles from Germany:•E at this position means BYD battery•F at this position means CATL battery

 

[Buckminster]

https://twitter.com/x/status/1750084252858024431

 

[Buckminster]

BYD next gen LFP looking good:

https://twitter.com/x/status/1752062419139186831

 

[SmokyPeat]

If they can get their new cylindrical 4680 LFP cell to 200+Wh/kg, that will be huge.