bkp_duke
Well-Known Member
They didn't, it's still to paying customers.
But he sold 4680 cells from the car, and The Limiting Factor bought one and had US San Diego tear it apart and perform a full analysis.
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Model Y - Gigafactory Texas Production
- Thread starter Ron J.
- Start date
They didn't, it's still to paying customers.
But he sold 4680 cells from the car, and The Limiting Factor bought one and had US San Diego tear it apart and perform a full analysis.
ZenRockGarden
Active Member
He didn't release to public the full results, but he did offer the most important items which were the total cell count in the pack (it's a full pack, no dead or missing cells) the pack capacity (slightly less than MYLR), and from that you can get the cell-capacity which ends up less than the goals listed in the famous battery-day white paper. Munro I think even hinted that the missing energy density looked to be in the details of the 4680 cell chemistry which is different than what they're using on 2170 right now - possibly for manufacturing and other challenges in the new form factor. It is likely Tesla will sort that out and a future 4680 will exceed 2170 energy density but right now it's not actually superior which is why we've not yet seen it used in huge volume.
And again - I expect we will see the huge volume in 2023, but due to the missed-window on the MYLR that volume might go first to the CT or Semi.
Mrbrock
Active Member
Depends on if they deliver Tri motor first or single motor. I’d expect the Tri motor to be at least 80 and maybe down to 45 for the single once construction efficiencies at scale are factored in.
ZenRockGarden
Active Member
I would expect a slow decline in prices as Tesla balances cheaper supply chain costs and demand-vs-production capacity.
I think the MYLR "wants" to be back at a mid-$50k product price. Not sure when we get there. Remember that starting jan 1 there should be $7500 in government cash with each purchase
bkp_duke
Well-Known Member
Plus ~$3700 that goes directly to Tesla for in-USA battery production (in addition to the $7500).
Mrbrock
Active Member
For MY? Likely 0. Probably stockpiling 4680 cells for other vehicles unless there are current photos showing current pack production. They have stockpiled quite a few but is that number growing?
ZenRockGarden
Active Member
pdx_m3s
Active Member
So the 279 mile 4680 Model Y was just a testing/development platform? I hope they bring it back. I don’t need a ton of range, but would like AWD.
bkp_duke
Well-Known Member
It is my understanding that they are still producing these and shipping them to customers.
I don't think they have. They switched to 2170 based LR, and said that they weren't going to mix production because of efficiency at this point.
Mrbrock
Active Member
There is at least 1 4680 Model Y AWD available at the Sunnyvale, CA location on El Camino Real and 1 at the Fremont Facotry per the Tesla existing inventory search. Less than 50 miles so unless these were look only demonstration cars and not test drive, they are brand new and being shipped to CA from TX.
pdx_m3s
Active Member
DanCar
Active Member
ucmndd
Well-Known Member
Fremont is not making 4680/structural pack cars unless they managed to build or retool an entire production line without anyone noticing.
Mrbrock
Active Member
Except investors. And you can’t just “lower the range” without re-engineering the battery pack. And the demand would increase so much that people wouldn’t buy the LR 2170 based model because the price difference including the tax rebate would be $66k-$55k+$7.5k=$18.5k. That’s a lot for 51 more miles of range. $363/mile. Applying that to the whole 330 miles of range makes the LR MY “worth” $120k.
Also, that $18,500 difference is almost enough to buy a Chevy volt ($27,500-$7500 rebate).
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