2023. 1. 30. 테슬라 소식

1. 테슬라에서는 2023년 4680 배터리셀의 비용 효율적인 램프를 목표로, 2024년 대량 생산에 도달할 예정입니다.

기가 텍사스에는 4개의 4680 배터리셀 생산 라인이 있습니다. 현재 1개의 라인이 돌아가고 있으며, 나머지 3 라인은 설치 및 시운전 단계입니다.

Tesla aims to deliver a cost-effective ramp of 4680 battery cells at its facilities in 2023 to reach a high volume in 2024. The new low-cost and high-energy density cells will power not only already announced products but also those that are in development.

According to information from Tesla SVP, Powertrain and Energy Engineering, Andrew Baglino, during the Q4 2022 Earnings Call, the battery ramp-up progress at Giga Texas is gaining momentum. He said that the company has four lines there, one of which is already producing cells, and the other three are at the stage of installation and commissioning.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-aims-to-deliver-a-cost-effective-ramp-of-4680-batteries-in-2023-to-reach-a-high-volume-in-2024

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2. Wedbush에 의하면, 테슬라가 올해 180만대 이상의 딜리버리 목표는 황소들이 듣고 싶어하는 말이었으며, 이에 곰들은 현재 수면 모드에 들어갔다고 말했습니다.

“In Tesla's Super Bowl last night, Musk & Co. delivered in epic fashion with demand that is currently 2x production coming out of the gates in 2023 and laying out a 1.8 million delivery bogey for the year,” Ives said in a note. He wrote that this is exactly what the bulls have been craving to hear, and “bears (for now) will go back into hibernation mode,” he added.


https://www.tesmanian.com/blogs/tesmanian-blog/tesla-brings-bears-back-into-hibernation-mode-after-epic-q4-2022-earnings-report

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3. 2023년 테슬라가 180만대 이상을 생산한다면, 하루 평균 5,000대의 차량을 생산하는 수치입니다.

2018년 하루 평균 697대를 생산했을 때와 비교하면617% 상승입니다.

https://twitter.com/sawyermerritt/status/1619545019559579649?s=46&t=fv8NW75prWFeGza6HCL8Hg