It has become no secret that Tesla is independently developing batteries and production lines. According to foreign media reports, the secret working location of Tesla’s battery research team is at the “Skunk Works” laboratory on Kato Road, a few minutes away from the Fremont factory (Model S/X/3 manufacturing plant). The team focuses on the prototype design of new batteries and the design of production lines for mass production of new batteries.

　　At the annual shareholder meeting just held this month, Tesla CEO Musk and CTO JB Straubel both said that Tesla will announce Maxwell batteries at the Power Battery and Powertrain Conference later this year. Technology application solutions. It is expected that they will announce the latest research results of this secret team. In reports related to Tesla's acquisition of Maxwell, many media have mentioned that Maxwell technology can easily increase Tesla's battery energy density by 30%-40% without causing a significant increase in cost. Therefore, Tesla's independent research and development of batteries is of great significance to the company's development. In addition to helping them get rid of their dependence on Panasonic, it can also greatly reduce battery costs (at least no more money will be given to Panasonic), and provide customers with better products at a lower price. High-performance electric vehicles.

　　Although the current situation is embarrassing, it is estimated that Tesla and Panasonic will not break up in the short term, because Tesla still needs Panasonic’s battery supply, and Panasonic will continue to hold its breath due to its large investment in Tesla’s factory. Work. In an interview with the media, Panasonic stated that the two parties have always been a partnership, not a supplier relationship as rumored by the outside world, and the relationship between the two parties is very stable. Well, that’s right. Otherwise, how else can I say it?

　　However, at this stage, Panasonic is still Tesla’s sole battery supplier. As for which battery company the domestic Model 3 will use, this has always been a mystery. Some people say that the domestically produced Model 3 will choose domestic battery suppliers to cooperate, while others say that even if all batteries are imported, it will be more cost-effective than cooperating with domestic brands, so Tesla will still use batteries cooperating with Panasonic. But @不看车 believes that Tesla has a greater chance of choosing to cooperate with domestic suppliers because their batteries have been in a state of insufficient production capacity. This is the main reason for limiting the delivery speed of Model 3, and there are also Model Y, Semi, and Roadster2020. New models such as cars and pickup trucks are in urgent need of mass production, and they also require a large supply of batteries. Panasonic or Tesla alone may not be able to meet the demand.

　　Regarding the battery supply issue of the domestic Model 3, what do you think?

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