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Regarding vehicle models, Tesla's strategic update includes "more affordable vehicles" that can be produced on current lines with modular, cost-efficient manufacturing—a move that could see the Model 3 Highland and subsequent variants evolve into sub-$25,000 EVs leveraging Tesla’s "unboxed" architecture and multi-layer cost reductions.
Advances in Battery and Manufacturing
Tesla is also making significant progress with 4680 battery cells, with production increasing about 20% over Q4, now exceeding 1,000 cells per week, translating to roughly 7 GWh annually. Musk indicated that cost reductions are ongoing, and Tesla expects to exceed supplier-based battery costs by year's end.