According to Reuters, 12 battery experts familiar with Tesla said that the secret behind Elon Musk's goal of annual sales of 20 million vehicles by 2030 lies in "its pioneering battery technology". By then, the cost of Tesla Model y battery will be cut in half! Save 5500 US dollars, close to 40000 yuan, accounting for 8% of the basic price. Mainly through the use of larger batteries and a new dry film electrode process.

Of course, this goal has not been achieved yet. According to the disclosure, its R & D progress is only half.

Because the dry film technology of Tesla's 4680 battery cells with a larger diameter has not yet been verified, it is difficult to expand the production scale to the extent that it can save a lot of costs.

"They're just not ready for mass production," said an expert close to Tesla.

Nevertheless, Tesla's gains in reducing battery production costs in the past two years have helped to increase profits and expand its leading edge in the competition.

Musk promised investors that he would usher in a new era in battery cost and performance: Tesla could sell electric vehicles for $25000 and make profits, and it was possible to achieve the 2030 goal.

Battery system is the most expensive single component of most electric vehicles. Therefore, manufacturing low-cost and high-performance battery packs is the key to economical electric vehicles, so that electric vehicles can compete with fuel vehicles in price.

Tesla is one of the few major auto companies that produce power batteries themselves. Under the new subsidy policy of the United States, Tesla will still be eligible for tax credits in the United States by manufacturing batteries in American factories, while many of its competitors' electric vehicles may no longer be eligible.

Among the 12 battery experts interviewed by Reuters, 9 have close ties with Tesla, and 3 of them have conducted comprehensive research on Tesla's new and old battery technologies through disassembly.

The source predicted that Tesla would find it difficult to fully implement the new dry film manufacturing process before the end of this year, which may take until 2023.

Stan Whittingham, CO inventor of lithium-ion batteries and winner of the 2019 Nobel Prize, believes that musk is too optimistic about the time frame for the commercialization of new technologies.