"【Cybertruck equipped with 4680 batteries contributes to increased demand for high nickel ternary materials, making it more truck-like than a truck and more sports car-like than a sports car】One of the major highlights of the Tesla Cybertruck is the use of Tesla's self-developed 4680 batteries. The 4680 battery was first released by Tesla in September 2020, and it innovatively restructures the battery system to create a new cylindrical battery with a diameter of 46 millimeters and a height of 800 millimeters. By using large battery cells, full tabs, and dry battery coating technology, combined with NCA and high nickel silicon-based materials, the energy density is increased while effectively reducing internal resistance, and at the same time, it achieves a balance of safety and fast charging performance.

According to SMM analysis, the mass production and delivery of Tesla Cybertruck equipped with 4680 batteries will effectively drive the demand for high nickel/super-high nickel ternary materials."