[TechWeb] April 15, according to foreign media reports, Tesla CEO Elon Musk (Elon Musk) tweeted on Sunday that Panasonic's insufficient battery production capacity at the superplant constrained Model 3 production capacity. Panasonic is also responding, saying the battery production line is not running at full load.
When Musk interacted with the user on Twitter, it said that the capacity of Panasonic's battery production line in the super factory hampered the capacity of Model 3.
A user named "Tom Randall" said on Twitter that Tesla's share price has fallen after the Nihon Keizai Shimbun reported that Matsushita will freeze investment in super factory expansion. Matsushita said that the annual production capacity of the super factory battery production line is In March, it has reached 35 GWh, which is enough to meet the needs of Model 3's 500,000 annual production capacity and battery energy wall, exceeding Tesla's processing capacity.
Musk said this is inaccurate. He said that the super factory Panasonic battery production line currently has an annual production capacity of only 24 GWh. Since July last year, the battery capacity has been hampering the capacity of Model 3.
Musk also said that the super factory Panasonic battery production line capacity is insufficient, they have to choose the battery of other suppliers in the battery energy wall and battery energy storage products, before the production capacity of the existing production line is close to the theoretical 35 GWh, they will not Spend more money on battery capacity.
Panasonic also responded to Musk’s comments on Twitter, which said in a statement on Monday that the super factory’s battery production line is not currently operating at full capacity at 35 GWh annual capacity, they are increasing capacity. .
In terms of investment, Panasonic said that investments outside the current capacity level will be jointly developed with Tesla to meet demand.