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2014 will prove to be a very important year for Tesla Motors. We all know that Tesla Motors is production constrained. They cannot produce as many Model Ses as they would like to match the demand. A lot has got to do with the current limited delivery of battery cells by Panasonic. Under the new 1.8 billion battery cell agreement between Tesla Motors and Panasonic this problem should be solved (for the first few years).

I have started this thread, so that all the news and discussions related to this topic can be gathered in this thread. What more can I say? Just share your thoughts with the rest of us.

The next six months will prove to be very interesting as we wait for Panasonic to ramp up their production. Will the Fremont factory be ready with additional assembly line equipment for the increased battery availability remains to be seen. In other words, there is no telling how long it would take for the factory to actually be at 50k units per year.

When is panasonic releasing the 4.0 Ah cells?

It should also be mentioned that Tesla and Solar City are creating home battery backups (although not with Model S custom batteries) using Panasonic "off the shelf" cells for custom pack (cite needed).

As for the "ramp up" Elon stated middle of Q2 when they would start to increase production.

China

Europa

RHD UK, Australia, Japan

Mostly only scratched the surface.

It's going to be like the Beatles.

@SamoSam

"It's going to be like the Beatles."

I like that phrase very much, and I think that you are right.

If the demand is there, someone else will supply them, and other manufacturers will start to copy the basic principles that Tesla has pioneered.

The amount of vechicles (especially if otehrs produce super charging stations) will increase. Supply will rise up to meet demand.

@LO

"Supply will rise up to meet demand."

That is so correct. As business is always looking for business opportunities, because that's where there is money to be made.

Elon Musk has stated that Tesla is considering building the world's largest lithium-ion battery factory (http://tinyurl.com/qbvwl47).

However, I have been wondering if it would be smarter for Tesla to adopt a distributed manufacturing model, where batteries are manufactured at various places throughout the world.

The car is already (supposedly) designed for a quick battery swap. This could be a better way to take advantage of that feature. Build a battery factory with a swap station and ship the cars without a battery.

This manufacturing model could lower vehicle shipping costs, potentially reduce import tariffs at the various destination countries, and address the battery supply issue.

@PorfirioR

"However, I have been wondering if it would be smarter for Tesla to adopt a distributed manufacturing model, where batteries are manufactured at various places throughout the world."

Interesting idea for the long term planning of Tesla Motors (next decade?), when there will will be several models of Tesla EV's on the road, and when Tesla Motors will have several manufacturing plants all over the world.


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