TESLA 4680 PRODUCTION LEAK: WHAT WE JUST LEARNED

EV Channels Review

This video delves into the leaked production data for Tesla's 4680 battery cells, focusing on a yield chart from the Fremont facility. The host, Dillon Loomis, clarifies that the chart represents a single step (winding) in a complex manufacturing process and highlights Tesla's agile hardware manufacturing approach, allowing for on-the-fly process improvements. While the chart shows a 92% yield on a specific day, with some stations performing better than others, Loomis emphasizes this is a pilot facility and actual production yields could be higher. The analysis suggests that even with a million rumored stockpiled cells, it would only suffice for a limited number of structural packs. The video concludes that Tesla is likely to integrate these 4680 cells into the existing Model Y structural pack without immediate changes to range or performance for the consumer, focusing on cost reduction and scaling. Other segments briefly touch upon EV advertising trends, potential Gigafactory locations, and Tesla's current production capacity at Gigafactory Berlin.