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On Wednesday (23) Taipei time, Tesla held its annual shareholders meeting and “Bettery Day” at the Fremont Gigafactory in California, USA This was Tesla’s first launch exclusively for battery technology. Yes, but many surprises thrown by Tesla have yet to really be realized, triggering the Tesla stock price sell-off after hours.
The highlights of the long-awaited battery day announcement are as follows:
1. Overall factory design plan and estimated production capacity
Tesla CEO Musk said Tesla built the Shanghai super factory in just 15 months and put it into production. In the future, it hopes to achieve its annual production target of one million vehicles in China.
Tesla has established super factories in the United States (2), China and Europe. Musk hopes to establish factories in Australia in the future, so that the super factories can spread across the world.
2. It is estimated that the annual delivery volume will increase between 30% and 40%.
Affected by the new corona epidemic, Musk said this year was a crazy year and also the most difficult year in Tesla’s history.
He predicted that this year’s vehicle delivery volume could increase at a rate of 30% to 40%. This means that the delivery volume will be between 477,750 and 514,500 vehicles, in line with the 500,000 previously announced.
Third, the new automatic assisted driving test version of the autopilot
Musk said a beta version of Autopilot will be released soon and will cost $ 8,000. He also assured that using the software is ten times safer than human autonomous driving, and said the accident rate of the autopilot is only 0.3 accidents per million miles.
Fourth, launch the new Tesla 4680 battery
Musk praised Tesla’s progress in producing cheaper and more efficient batteries.
The company plans to cut production costs in half to create affordable electric vehicles, cut battery production costs in half, and increase endurance.
The 4680 battery has a 16% increase in range, a 5x increase in energy density, and a 6x increase in lashes. The new battery can reduce the cost per kilowatt hour by 14%, but Musk said it will take about a year to reach 1 gigawatt. The production capacity is also expected to increase to 2 gigawatts per year.
5. Progress of dry electrode technology
Musk said that Tesla is also considering dry electrode technology to replace the current wet electrode. Since the acquisition of Maxwell, dry electrode technology has been greatly improved, but no satisfactory results have yet been achieved.
Six, no cobalt! 100% nickel battery
Tesla plans to use nascent silicon materials to replace carbon to make batteries, solve the high-temperature expansion problem, cost just $ 1 per kilowatt-hour, and increase the battery range by 20%.
Among the most energy-consuming models, such as the semi-electric truck and the Cybertruck electric pickup truck, Tesla will use 100% nickel batteries and ensure mass production.
Tesla announced the construction of a plant in North America to produce cathode lithium-ion battery materials. The company has obtained the right to mine lithium in Nevada. Only Nevada is enough to provide electricity to all vehicles in the United States. He also plans to recycle his at a new recycling facility in Nevada. battery.
Seven, new product plan
Musk said the Model S Plaid sports car, priced at $ 134,490, will be available late next year and is currently available for pre-order on the official website. Furthermore, the aforementioned reforms are expected to be completed within three years to build a $ 25,000 worth of Tesla car, which will eventually produce around 20 million cars per year.
Tesla CEO Musk has repeatedly promised there will be surprises on battery day, but many new technologies may not meet the standard in three years, causing Tesla’s stock price to drop 7%. after Tuesday’s market, and the market value of just two hours has evaporated $ 20 billion. .
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