The first batch of 4680 battery cars will be delivered. The pattern of the lithium battery industry may change dramatically.

Tesla CEO Elon Musk says deliveries are expected to easily grow to more than 50 per cent in 2022, with 50 per cent growth at Fremont and Shanghai factories alone; fully autonomous driving will be achieved this year. Tesla is producing ModelY, 's first 4680-battery cars with 4680 batteries at his Austin factory and will deliver them this quarter.

Tesla introduced 4680 batteries publicly for the first time on Battery Day in September 2020. As for the battery cell, compared with 21700Magi 4680, the battery capacity is increased by 5 times, the mileage is increased by 16%, the battery power is increased by 6 times, and the energy density is as high as 300Wh/kg. In terms of battery pack, 4680 adopts module-less design, and a smaller number of cells can reduce the difficulty of battery thermal management. In addition, 4680 removes the main heating components of the battery by using laser electrodeless ear technology, which reduces the internal resistance of the battery and improves the thermal stability of the battery.

According to the theme database of the Financial Associated Press, among the relevant listed companies:

Yinghe Technology has begun to supply customers with key equipment to meet the production of 4680 large cylindrical batteries.

Dadan said that the size of the 4680 cylindrical battery is enlarged on the basis of the traditional 18650 cylindrical battery, the winding process can be changed slightly, other manufacturing processes basically do not need to change, and the company's lithium battery production line can be technologically revamped.