During Tesla's Q4 2023 and Full Year earnings call, a Tesla executive addressed concerns and provided clarity on the impact of 4680 cell production on the Cybertruck ramp-up.
Responding to a question from retail investor Michael G., who inquired about the barriers to reaching a multi-million cells per week rate for 4680 cells, the executive stated, "First, I just want to allay any concerns regarding 4680 limiting the Cybertruck ramp because I’ve seen some people commenting about that. To date, 4680 production is ahead of the ramp with actually weeks of finished cell inventory, and the goal is to keep it that way, not only for Cyber[truck], but for our future vehicle programs."
In December 2023, Reuters had reported that Tesla's 4680 battery cell presented a bottleneck in the Cybertruck production ramp. However, the Tesla executive clarified that the factory and engineering teams at Giga Texas successfully transitioned Line 1 from the Model Y's cell design to the Cybertruck's cell design, featuring a 10% energy increase.
The executive further provided insights into the ongoing efforts, stating, "We're currently running one production line, one assembly line, using two assembly lines in addition to yield and rate improvement trials. And we have a fourth in commissioning, and four more will be installed starting in Q3 this year."
Elon Musk added that Tesla anticipates a ramp-up in orders from suppliers, and Panasonic North America's President Allan Swan hinted at CES that the battery supplier aims to increase annual production capacity between now and 2031. Additionally, the expansion of Tesla Giga Nevada is expected to contribute to the increased production of 4680 cells.
-------The article excerpted from TESLARATI.