Part 11/15:
Tesla continues to ramp up its production capabilities, with recent reports indicating it produced approximately 10 million 4680 battery cells at Giga Texas over the past two weeks. Although there is some ambiguity whether this figure accounts solely for Giga Texas or includes other facilities, it signals steady progress in battery manufacturing—a critical area for Tesla’s future.
The 4680 batteries are pivotal for Tesla’s cost reduction and vehicle performance ambitions. Even if production volume is currently modest relative to demand, history suggests Tesla’s initial ramp-up may be slow but eventually accelerates, as seen previously with Model 3 and Model Y batteries.