IMO 4680 will only be for the american market. Americans seem to be the only ones interested in that technology.
IMO Tesla in other markets will likely go with Lithium phosphate in other configurations as supplied by their battery suppliers. CATL in China has a huge factory being finished off, and isn't interested in 4680 and is already shipping batteries in superior packaging. Tesla is moving away from battery modules, from NMC batteries, 4680 IMO has passed, the technology has moved on.
I would be a massive fan of this, for surfboards inside the cabin reasons. It’s the missing thing in my opinion and would help use the vast space in there even better.
But I’d be surprised if they do as the model Y kind of ticks that box.
Raises the question is there room for a hatch back car below a model 3 and the model 3 and the model y.
If you make an aerodynamic car with a hatchback and four doors, you will end up at basically the model 3. If you are making a city car with just two doors that is different, but that is a market with basically no profits, and something the Chinese are all over. Tesla would have a 5-10 year disadvantage in that market.
Model 3 should have a hatch opening. There is no real reason not to.
The Model Y is a large car in many markets. It doesn't have to be the best selling tesla always. Having the model 3 hatch would make it much more practical.
Highland is a face lift on what is now a nearly 7 year old car. It is new bumpers and interior refresh on an older model. It will only keep them competitive for 1-2 years. Americans and Europeans don't really understand the level of competition that is happening in side the Chinese market. BYD has some very good products.
They will have to make a more significant investment in the model 3. They will likely make it a bit longer and have a hatch. This then helps open up room for a smaller car.