According to an informed source quoted by the Korean Herald on October 27, Tesla’s headquarters in the United States dispatched executives at the beginning of October and met senior executives of Samsung Battery SDI and LG Chemical respectively. The executives talked about the various specifications of the lithium batteries of the two companies and the details of quality control for the use of electric vehicles.
However, sources said that during this meeting, Tesla did not submit formal procurement opinions.
Since 2008, Matsushita has been Tesla's exclusive supplier of lithium battery technology. At present, Tesla and Matsushita cooperate to build a large-scale lithium battery factory in Nevada, USA. However, the battery currently put into operation at this plant still cannot meet Tesla's production needs.
There were rumors in the industry that Tesla may use Samsung SDI as the second lithium battery supplier. However, in the middle of last year, Tesla CEO Musk made a rumor, he said that in the Model3 lithium battery, Tesla and Matsushita exclusive cooperation, the news of other cooperation is inaccurate.
Tesla executives' visits have led speculation that the company may be expanding its external cooperation with lithium batteries. At present, Tesla has encountered the problem of mass production of Model 3, and it is suspected that it is related to lithium batteries.
Recently, Musk publicly stated on Twitter that Model3 was caught in "production hell." This is the first time that Tesla has launched the Volkswagen Economy model and has already received orders for more than 400,000 vehicles. However, Tesla is currently faced with a huge challenge to produce enough Model3s on schedule to deliver to subscribers.
In the third quarter of this year, Tesla planned to produce 1500 Model3s, but in fact only produced more than 260 vehicles.
Due to mass production problems in the Model 3, Tesla was originally scheduled to release the first electric truck on Thursday, but the launch activity has been postponed until next month.
Although Tesla did not externally explain whether the Model 3 mass production problem is related to the battery. However, a South Korean battery industry expert stated that Tesla and Panasonic's lithium battery super factory is still under construction, so Panasonic may have serious problems in supplying Model 3 lithium batteries, so that Tesla may come through Samsung and LG. Purchase lithium batteries.
The expert also stated that Tesla's lithium battery plant has huge capacity, so even if it is purchased from Korean manufacturers, the cooperation may not be too long.
According to the plan, Tesla's super lithium battery factory will reach its capacity in 2020, and its production capacity will be able to supply 500,000 electric vehicles per year. Tesla will no longer have a shortage of batteries.
In early October, Tesla disclosed that half of the Nevada lithium battery plant has completed its construction work. In addition, the factory began to produce lithium batteries earlier this year, but the current production scale can meet the needs of many electric vehicles, but it is not yet known.
In addition, Japanese media reported on Thursday that Panasonic is increasing investment in the lithium battery business at the company’s three major bases. The total investment will be approximately US$900 million. Matsushita’s production of vehicle batteries will increase significantly, in addition to Tesla’s. Can supply Toyota, Audi, Ford, Mazda and other car companies.
It is worth mentioning that, in 2015, LG Chemical Company had supplied lithium batteries to the Tesla Roadster models. Samsung SDI is also a supplier of Tesla batteries. However, its batteries are mainly used for energy storage products. car.
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