Panasonic will not manufacture cells 4680 batteries to the first half of its fiscal year 03/2025. So, this means that production should start between April and September 2024 a few delays less than the original schedule. The Japanese manufacturer originally planned to start mass production between March 2023 and April 2024, but faced some complications in the operation of these elements. “The start of mass production has been pushed back to the first half of the 3/25 fiscal year to implement productivity improvements that will further increase competitiveness”– said in the materials of Panasonic’s earnings presentation.

Already built on Tesla

Batteries using 4680 cells however, already produced by Tesla for the Model Y entry level sold in the US market. Which, according to Elon Musk, should make production even cheaper. They are made in-house by the manufacturer, on special production lines in California, and soon in Texas. However, the manufacturer will also face a few difficulties in ensuring sufficient production in large quantities.

Delay with suppliers

By the end of 2022, the number of manufactured cells allowed to equip approximately 1,000 cars per week. However, the manufacturer wants to be reassured, confirming the ramp-up of this production with the commercial launch of the Cybertruck next year. However, Tesla has not yet specified when models equipped with this type of battery will be ready for the European market. Panasonic currently only has a pilot production line for these 4,680 cells at its Wakayama plant. For its part, LG also plans to launch a production line in South Korea “by the end of the year.”

Less for more density

4,680-cell batteries will be Tesla’s next big breakthrough. With a diameter of 46 mm and a height of 80 mm, they would store five times more energy and be six times more powerful than current cells. Enough to increase autonomy by about 16% with comparable volume and weight. In addition, they would be much more durable and economical to manufacture. Tesla calculates a 70% lower cost of electricity compared to conventional batteries. Enough to lower the prices of future electric cars.