12 months if not 18 months away, according to Tesla’s Elon Musk.
Tesla was silent about the progress on its next-generation 4680 cylindrical battery cells, announced at Battery Day in September 2020, in the Q1 2021 report and there is a reason for that.
It appears that bringing those cells into the market in volume is very challenging and might happen later than expected.
Tesla has a “small” pilot plant for the 4680 cells that is envisioned to produce 10 GWh per year (which is actually a lot), but Tesla’s Elon Musk explained during the first-quarter earnings call (via Teslarati), they are not there yet.
Actually, Tesla is not ready to move from the R&D/pilot stage to the volume production of those new cells. Elon Musk explains that the cells are not yet reliable enough to be put in cars...
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