TMC is an independent, primarily volunteer organization that relies on ad revenue to cover its operating costs. Please consider whitelisting TMC on your ad blocker or making a Paypal contribution here: paypal.me/SupportTMC

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

Discussion in 'TSLA Investor Discussions' started by twinklejet, Jun 13, 2013.

  1. twinklejet

    twinklejet Member

    Joined:
    Mar 10, 2013
    Messages:
    666
    Location:
    Singapore
    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/technology/view/panasonic-delivers-over-100-million-lithium-ion-battery-cells-for-tesla-model-s
     
  2. tdelta1000

    tdelta1000 Active Member

    Joined:
    Jul 19, 2009
    Messages:
    1,667
    Location:
    South Florida
    It's good to see that TM and Panasonic still has good relationship.
     
  3. CapitalistOppressor

    CapitalistOppressor Active Member

    Joined:
    Jun 18, 2012
    Messages:
    1,621
    Also it further undercuts the notion that Tesla is going to deliver more than 5,000 vehicles this quarter.
     
  4. vgrinshpun

    vgrinshpun Active Member

    Joined:
    Apr 5, 2013
    Messages:
    3,919
    Location:
    PA
    Does your calculation take into consideration 60 kWh packs? Could you share how you arrive at less than 5000 cars for this quarter?
    Thanks.
     
  5. mitch672

    mitch672 Active Member

    Joined:
    Jul 1, 2012
    Messages:
    1,868
    Location:
    Stoughton, MA
    #5 mitch672, Jun 13, 2013
    Last edited: Jun 13, 2013
    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
     
  6. TurboFroggy

    TurboFroggy Member

    Joined:
    Dec 5, 2012
    Messages:
    287
    Location:
    Everett, WA
    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.
     
  7. CapitalistOppressor

    CapitalistOppressor Active Member

    Joined:
    Jun 18, 2012
    Messages:
    1,621
    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.
     

Share This Page