Tesla has reengineered its Mannequin Y round simpler manufacturability, using a structural pack, new-format 4680 cells, and big forged entrance and rear physique sections.
Regardless of all that innovation, a shift to an 800-volt structure isn’t deliberate on any of Tesla’s smaller fashions anytime quickly. However based mostly on feedback from CEO Elon Musk and CTO Drew Baglino on the corporate’s Q1 name with analysts and traders Wednesday, it’s a definite risk for the Cybertruck, the Semi, and every other bigger or higher-power automobiles.
“There’s nothing actually encouraging us to take action on that platform,” Baglino defined about Mannequin 3 and Mannequin Y. “It’s actually about mass and energy…and as you have a look at larger automobiles, there are some benefits.”
2022 Tesla lineup (Courtesy of Tesla, Inc.)
Baglino referred to as it a case-by-case consideration—that “there’s some wins and losses with 800 volts; not every thing is best.”
Musk additionally defined that years from now it most likely is smart to go together with 800V, “but it surely actually wants a really large car quantity to pay for the price of altering from 400 to 800 volts.”
“On larger automobiles, the place you’re speaking about increased energy on the charging aspect or increased energy from the battery to the facility electronics otherwise you want extra torque, so the present necessities go up, there’s a bit of bit extra semiconductor and precise conductor financial savings of going to the upper voltage,” stated Baglino. “And so we do think about that for Semi and Cybertruck.”
Tesla Semi (Courtesy of Tesla, Inc.)
The corporate has given itself a bit of additional time for each of these merchandise. First citing a battery pinch, then extra just lately provide chain delays and chip shortages, Tesla has delayed each of these merchandise—together with the brand new Roadster—to 2023.
At Tesla’s latest official opening for its gigantic Texas manufacturing unit, Musk promised these merchandise subsequent 12 months, whereas additionally teasing a “fairly futuristic” Robotaxi undertaking that—he clarified within the name—goals to harness the automakers self-driving capabilities whereas reducing the per-mile price to under that of sponsored public transit.
However don’t count on the Robotaxi to go 800V both. For the three/Y platform, the place we’ve obtained every thing operating, the profit is questionably small,” added Baglino, with Musk chiming in that “it’s principally zero for Robotaxi.”
Different automakers who don’t should determine within the “legacy prices” of upgrading Tesla’s Supercharger community may attain some completely different conclusions, nonetheless
Tesla Supercharger station V3, Las Vegas
Baglino’s explanations—for traders—had been targeted nearly fully on car price, not on effectivity. In the meantime, the rival EV maker Lucid has underscored that effectivity (when it comes to each vitality and packaging) is what drove its selection of greater than 900 volts, with efficiency benefits that consequence from that basic resolution. As Porsche discovered with its Taycan, sourcing a whole system of parts to profit from that 800-volt potential could be particularly difficult—a part of the explanation Lucid turned to engineering a full suite of core parts in-house.
An 800-volt pack structure would allow quicker charging. Forward of Supercharger V3 tech, Musk appeared to tease that risk with the thought of 350-kw charging again in 2016, when he tweeted: “A mere 350 kw…what are you referring to, a mere kids’s toy?”
Most executives have reached a consensus that higher-voltage programs are the long run—particularly for bigger automobiles and efficiency fashions. As early as September 2020, the provider Delphi confirmed a broad shift to 800V programs for luxurious EVs due by 2025.