Tesla 4680 battery mass production will enter the "death valley"? Manufacturing technology and equipment are getting in the way.

๊ฒŒ์‹œ๋จ: Mar 13, 2022 11:00
Tesla 4680 Battery Mass production will enter the "death Valley"? Manufacturing technology and equipment are expected to stand in the way. Self-produced high energy density batteries are Tesla's important cost reduction strategy. according to the original plan, Tesla will start delivering Model Y electric vehicles with 4680 batteries by the end of March this year. However, with this time node approaching, there is a question mark over whether Tesla can mass produce 4680 batteries on a large scale. Recently, a number of industry insiders and experts believe that Musk is unlikely to achieve this grand goal in 2022, and the battery manufacturing process is difficult to grasp and the long equipment adjustment process is regarded as "blocking."

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
์‹œ๋„ ์ผ๋ ‰ํŠธ๋ฆญ, ์ธํ„ฐ์†”๋ผ ์œ ๋Ÿฝ์—์„œ ๊ตญ์ œ ์‹œ์žฅ์šฉ PV+ESS+์ˆ˜์†Œ ์œ ์—ฐ ์ˆ˜์†Œ ์ƒ์‚ฐ ์†”๋ฃจ์…˜ ์ฒซ ์„ ๋ณด์—ฌ
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์‹œ๋„ ์ผ๋ ‰ํŠธ๋ฆญ, ์ธํ„ฐ์†”๋ผ ์œ ๋Ÿฝ์—์„œ ๊ตญ์ œ ์‹œ์žฅ์šฉ PV+ESS+์ˆ˜์†Œ ์œ ์—ฐ ์ˆ˜์†Œ ์ƒ์‚ฐ ์†”๋ฃจ์…˜ ์ฒซ ์„ ๋ณด์—ฌ
๋” ๋ณด๊ธฐ
์‹œ๋„ ์ผ๋ ‰ํŠธ๋ฆญ, ์ธํ„ฐ์†”๋ผ ์œ ๋Ÿฝ์—์„œ ๊ตญ์ œ ์‹œ์žฅ์šฉ PV+ESS+์ˆ˜์†Œ ์œ ์—ฐ ์ˆ˜์†Œ ์ƒ์‚ฐ ์†”๋ฃจ์…˜ ์ฒซ ์„ ๋ณด์—ฌ
์‹œ๋„ ์ผ๋ ‰ํŠธ๋ฆญ, ์ธํ„ฐ์†”๋ผ ์œ ๋Ÿฝ์—์„œ ๊ตญ์ œ ์‹œ์žฅ์šฉ PV+ESS+์ˆ˜์†Œ ์œ ์—ฐ ์ˆ˜์†Œ ์ƒ์‚ฐ ์†”๋ฃจ์…˜ ์ฒซ ์„ ๋ณด์—ฌ
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CRRC ์ฃผ์ €์šฐ ์—ฐ๊ตฌ์†Œ, ๋…์ผ์„œ PV+ESS+์ˆ˜์†Œ ์†”๋ฃจ์…˜ ๊ณต๊ฐœโ€ฆ ์œ ์—ฐํ•œ ์นœํ™˜๊ฒฝ ์ „๊ธฐ ์ˆ˜์†Œ ์ƒ์‚ฐ์œผ๋กœ ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ ๊ณต๋žต
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๋” ๋ณด๊ธฐ
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CRRC ์ฃผ์ €์šฐ ์—ฐ๊ตฌ์†Œ, ๋…์ผ์„œ PV+ESS+์ˆ˜์†Œ ์†”๋ฃจ์…˜ ๊ณต๊ฐœโ€ฆ ์œ ์—ฐํ•œ ์นœํ™˜๊ฒฝ ์ „๊ธฐ ์ˆ˜์†Œ ์ƒ์‚ฐ์œผ๋กœ ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ ๊ณต๋žต
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Hynfra์™€ ๋‚œ์–‘ ๊ณต๊ณผ๋Œ€ํ•™๊ต ์—๋„ˆ์ง€ ์—ฐ๊ตฌ์†Œ, ๊ณ ์ฒด ์ˆ˜์†Œ ์ €์žฅ ๋ฐ SOFC/SOEC ์‹œ์Šคํ…œ ํ†ตํ•ฉ ์‘์šฉ ์ด‰์ง„ ํ˜‘๋ ฅ ์ฒด๊ฒฐ
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Hynfra์™€ ๋‚œ์–‘ ๊ณต๊ณผ๋Œ€ํ•™๊ต ์—๋„ˆ์ง€ ์—ฐ๊ตฌ์†Œ, ๊ณ ์ฒด ์ˆ˜์†Œ ์ €์žฅ ๋ฐ SOFC/SOEC ์‹œ์Šคํ…œ ํ†ตํ•ฉ ์‘์šฉ ์ด‰์ง„ ํ˜‘๋ ฅ ์ฒด๊ฒฐ
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1์‹œ๊ฐ„ ์ „
Tesla 4680 Battery Mass production will enter the "death Valley"? Manu - Shanghai Metals Market (SMM)