Tesla Cybertruck faces 4680 battery supply issues

According to news on December 22, Tesla’s Cybertruck model is in trouble due to 4680 battery production problems. According to media estimates, it can only meet the demand for the production of 24,000 Cybertrucks a year. Previously, Tesla CEO Elon Musk had warned that it would take until 2025 to achieve the goal of delivering 250,000 Cybertrucks per year. This situation shows that the production rate of 4680 cells is only enough to meet one-tenth of Tesla's truck production.

According to what we know, Tesla encountered problems with the cathode material when producing 4680 batteries. The dry coating technology used by Tesla has not yet reached industrial scale, and once it is mass-produced, it will cause overheating problems and result in a large amount of scrap. At present, Tesla has not established a new quality inspection system, so it is unable to detect battery defects in time. These defects may be hidden under the coating and not show up until months later. Although Tesla has started delivering Cybertruck, and the number of orders has exceeded 200 million units, but even based on the expected annual output of 250,000 units, it will still take eight years to deliver all these orders. This production bottleneck could have serious implications for Tesla's growth and customer deliveries. Tesla will have to accelerate the pace of resolving 4680 battery production issues to meet market demand and reduce delivery delays

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