Who Will Benefit from the Rapid Expansions of Tesla’s 4680 Battery Capacity

Published: Jan 31, 2023 13:30

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Recently, Tesla announced the further expansion of its 4680 battery production capacity, which has once again aroused the market's high attention to this technology.

One securities firm predicts that the global installed capacity of 4680 batteries will increase from 11GWh to 255GWh from 2022 to 2025, and the proportion of cylindrical batteries in the global power battery market will increase significantly.
Large cylindrical batteries represented by 4680 batteries will drive the demand for high-nickel cathodes, silicon-carbon anodes, carbon nanotube conductive agents, large cylindrical structural parts, and new-type lithium salts.

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