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  • it begs the question how many of the companies on the right hand side will be able to make the switch?

    At least half of those companies have been working on their own EVs for longer than Tesla has been designing and building cars but are choosing not to make the switch yet. I'd like to understand why.

    From a personal perspective, I still heavily favour the experienced car manufacturers when it comes to designing and building cars that people will want to own. Clearly just a guess though.

    Last time I checked, Tesla still bought their battery tech from Panasonic and one other company I can't remember. Have they made the switch to something of their own design yet?

  • Have they made the switch to something of their own design yet?

    Why should they? It's not like the traditional manufacturers do everything in house, I believe most ABS systems come from Bosch for example. (Not a fanboy, mind.)

  • Tesla have had regular battery supply chain problems. With battery systems. This time last year they were bellyaching about some design aspects of the Panasonic and talking about taking batteries in house to try to meet demand and also improve battery life.

  • Why should they?

    Just remembered something else.
    VW group have been researching battery designs and as of a few days ago are claiming to have built a viable solid state battery that they say will be in their cars by 2024.

    This is a Tesla killing feature in terms of range, charging and reliability unless Tesla catch up.

    https://www.google.com/amp/s/www.forbes.com/sites/michaeltaylor/2020/12/15/volkswagen-evs-could-deliver-long-range-solid-state-batteries-by-2024/amp/

    The result could be Volkswagens, Audis, Porsches and Bentleys fitted with 450-500-mile batteries that are safer and lighter than any current lithium-ion battery and can be fully recharged in 15 minutes.

  • ABS isn't a core component, even if legally an essential one. Tesla are much more dependent on their battery suppliers (and the performance characteristics of their products) than any auto firm is on their ABS supply chain.

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