And I thought I had it bad with my 2015. Well first quarter 2020 is the latest moved goalpost if you can hold out that long. ( we hope) So maybe6/7 months. I will also not trade in until the new interior makes its appearanceI sure hope something changes on the S SOON! I've had my S since 2013. I've been patiently waiting for a refresh, with my hopes dissipating. Getting another S with no real change on the interior or exterior - other than the nose cone - is hard for me to do. Yes, there are obviously changes otherwise between my '13 and the newer ones, but I could not get a sunroof, even, if I ordered one now, which I love having. Car colors are so limited, too. I keep waiting, but i'm losing patience.
Yeah, the 2170 battery is coming soon, with 250 kW charging rate and 400 mile range, which is an 8% improvement. Perhaps will be announced at quarterly earnings call, July 24.
Tesla is contractually obligated to buy Panasonic 18650 cells...remember how making there own cells at the gigafactory was aborted, and to get Panasonic to pay for the capital investment needed to produce cells they had to sign a long term purchase agreement?! Powerwalls aren’t going to need to many since they seem to have run squarely into demandwall.
Romit Jitendra Shah - Nomura Instinet
Yes. Thank you. It sounds like from the letter that you could do more than 100,000 S and X in 2018, but you're constrained by the 18650s. And I'm just curious what would it take to see the 2170 cells in these vehicles?
Jeffrey B. Straubel - Tesla, Inc.
Well, this is JB. It's something we've of course contemplated, but it's quite a large change to the architecture of the module and the battery pack overall. And while the 18650 supply is somewhat of a cap at about 100,000 units per year, even just a few months ago we didn't feel that expanding and making some long-term bets on expanding that supply with Panasonic in Japan was really the right risk. It's something we could consider, but right now we're pretty happy with that balance and it matches our other production capabilities and our other investments.
IIRC it was at the last shareholder conference.
He was explicitly asked if/when S/X would be upgraded to 2170 and replied there are no such plans currently and gave above explanation of 18650 offering higher performance.
No plans to change 100 kWh pack tech. You'll never worry about running out of range. Model 3 pack is about cost reduction, not performance.
2170 batteries are 5 mm taller. Elon previously stated they can fit in existing battery space.
It is interesting that if there is some battery trade off between power and range (and/or power and longevity, charging speed, etc.) Then one easy solution would be ultracapacitors, since even though they are bulky, you can fit them in akwardly sized unused space and you only need... Here is someone else that remembers Tesla saying that the 2170s would have lower performance. Why Model S/X will not see 2170 cells any time soon...