According to news on September 20, Tesla recently made a eye-catching adjustment on its official North American website. According to the latest information, the base Model Y AWD equipped with a 4680 battery has disappeared from the official website car ordering page, while only the Model Y long-range and high-performance models (Long Range, Performance) produced at the California Gigafactory are still available to consumers. Buy
It is understood that Tesla is the only company in the world to achieve mass production of 4680 batteries. This battery technology is regarded as a major breakthrough in the field of electric vehicles. However, Model Y The sudden removal of AWD has triggered various speculations in the market. Some analysts believe that this may be related to the shortage of 4680 batteries. There may be two main reasons for the shortage. First, the production needs of Tesla's Cybertruck test vehicle may have caused a shortage of 4680 battery cells. Secondly, Tesla may be upgrading the 4680 battery from the first generation (V1) to the next generation (V2) to improve battery life and efficiency.
Tesla has announced that its 4680 battery cell production capacity at the Texas Gigafactory has reached 868,000 4680 battery cells per week as of December 2022 . However, even so, it is still difficult to meet the growing demand, especially considering that Cybertruck deliveries are about to begin and Tesla has received more than 2 million Cybertruck pre-orders. In order to meet this huge order, Tesla is upgrading and transforming the Austin Gigafactory in Texas and may temporarily stop producing Models at the Texas Gigafactory. Y to focus resources and capabilities on the production and delivery of Cybertruck.
Recently, some foreign media used drone flight footage to show that Tesla received some large boxes and other equipment, which were delivered to the 4680 battery cell production plant of the Texas Gigafactory. This shows that Tesla is actively increasing the production capacity of battery cells and battery packs at the Texas Gigafactory to meet the demand for Cybertruck.
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