Tesla battery tech remains unmatched, finds Wall Street analysts after teardown



UBS analysts compared the batteries of all-electric vehicles including Tesla, Volkswagen, General Motors, and Toyota, among others. When it comes to battery life technology, Tesla is regarded as one of the finest in the industry. UBS analysts wished to determine if that was still the case today that big names have entered the EV market.

Observing a teardown of the various EV batteries, the UBS analysts reasoned that Tesla still leads in battery technology. The UBS analysts noticed that Tesla will likely remain king of EV batteries for the next few years. In addition they noted that Volkswagen might be the competitor closest to Tesla on a global scale, thanks to its €33-billion 5-year EV investment.

However, UBS believes that Tesla’s lead in batteries is slim since the business relies on providers like CATL, LG Chem, and Panasonic. “While Tesla has been lead with the very greatest overall powertrain technology, the price lead in battery cells is minor by today and will ride on its new proprietary cell layout in the future,” wrote UBS analysts at a notice.

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During Battery Day in September, Tesla unveiled its 4680 cells that boast 5X more energy density and 6X more power. Tesla also said that its 4680 battery cells could cost 56% less to create a kWh and may bring the business into the time of the Terafactory. On exactly the same day, Tesla declared its pilot line for the 4680 cells in Fremont, which may alter the game in the EV battery manufacturing field.

The UBS analysts noticed automakers who want to thrive in the EV sector have to go all-in, very similar to Volkswagen. This is especially notable considering that the aggressive cost reductions from the EV battery market. “A steep price reduction curve in combination with an ever-improving regulatory environment in favour of EVs makes it a requirement for auto organizations to chase an ‘all-purpose ’ EV plan, meaning that purely CO2-compliance plans are very likely to neglect,” UBS wrote.

Tesla already appears aware of the has been revving up to deal with the upcoming battery price challenges. The organization ’s fresh Gigafactories from Berlin and Texas seem to designed to include battery generation facilities. Elon Musk has said that Gigafactory Berlin could possess the “world’s biggest battery factory,” he has also mentioned that the facility will be generating the company’s 4680 cells.

Tesla has also filed records with the Texas Commission on Environmental Quality (TCEQ) that strongly indicate plans for cell generation in the company’s Gigafactory situated from the Lone Star state. Local press was able to confirm with a TCEQ spokesperson that the Tesla documents pointed to cell manufacturing from Giga Texas.

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