Panasonic delivers over 100 million lithium-ion battery cells for Tesla Model S

[twinklejet]

OSAKA —
Panasonic Corp on Wednesday announced that shipments of its automotive-grade lithium-ion battery cells for Tesla Motors’ premium, all-electric Model S sedan will surpass 100 million units by the end of this month.


Delivery of the Model S started in 2012 in the United States. The electric-powered car has been praised for its innovative and luxurious design and outstanding performance, including long driving range, and sales of the vehicle are projected to top 20,000 units this year.


Panasonic said it is strengthening the technology development and business of rechargeable battery cells for eco-friendly cars, which are expected to increase rapidly in the coming years.


For several years, Panasonic has built its partnership with Tesla, starting with the battery supply for Tesla’s luxury sports car, the Roadster. The relationship was extended to the battery supply for the Model S as well as collaboration on the development of next-generation lithium-ion battery cells for EVs.

Link: http://www.japantoday.com/category/...n-lithium-ion-battery-cells-for-tesla-model-s

 

[tdelta1000]

It's good to see that TM and Panasonic still has good relationship.

 

[CapitalistOppressor]

It's good to see that TM and Panasonic still has good relationship.

Also it further undercuts the notion that Tesla is going to deliver more than 5,000 vehicles this quarter.

 

[vgrinshpun]

Also it further undercuts the notion that Tesla is going to deliver more than 5,000 vehicles this quarter.

Does your calculation take into consideration 60 kWh packs? Could you share how you arrive at less than 5000 cars for this quarter?
Thanks.

 

[mitch672]

If you divide 100,000,000 by 7,000 (~number of cells in the 85KW pack), that come out to 14,285 packs. It's probably actually more, as some percentage will go into 60KW packs. We can't really tell the number of total cars possible with 100 million cells, but somewhere in the range of 14,285 to 20,000

 

[TurboFroggy]

It is very fitting that my first EV a 2000 Ford Ranger EV had the famed EV-95 95 Amp Hour Panasonic NiMH batteries in it. They still had 85% of their capacity 13 years and 68K miles later. Now my Model S has Panasonic batteries in it too, so cool.

 

[CapitalistOppressor]

If you divide 100,000,000 by 7,000 (~number of cells in the 85KW pack), that come out to 14,285 packs. It's probably actually more, as some percentage will go into 60KW packs. We can't really tell the number of total cars possible with 100 million cells, but somewhere in the range of 14,285 to 20,000

The actual number of cells in the 85kWh car is almost certainly 7968. The 60kWh car likely has 5664 cells. Historically, the 60kWh car was like ~30% of all delivered cars in Q1, and it might be up to 40% now in Q2. However, the 60kWh cars represented 0% of the 2,650 cars produced in 2012.

2012 = 7,968*2650 = 21.12m
2013Q1 = 4,900((7968*0.7)+(5664*0.3)) = 35.66m
2013Q2 = ~4,700((7968*0.6)+(5664*0.4)) = ~33.12m
Loaners+Company Cars = ~250(7968) = ~2m

Total batteries through Q2 = ~91.2m

Tesla needs ~3m batteries per week, so having ~9m batteries in the pipeline+inventory at any given time is pretty much a given if it takes 2 weeks to ship the batteries. Tesla is not going to deliver more than 5,000 cars this quarter.