Tesla UpdateFrom
oof_Dad on YouTube::
The "Cyber Cell" density impromvents seem to be mechanical (likely an optimization to cell wall and construction design). They have yet to push the chemistry on the 4680 like 2170 cells have. I don't think we will see a 500 mile Cybertruck until they integrate silicon which many are referring to as the Gen 3 cell.
Here is quote from Drew in the 2023 Q2 earnings call:
"Here in Texas, we're preparing to launch our Cybertruck cell, which is 10% higher energy density than current production. That was accomplished through process and mechanical design optimization. As we scale cyber cell production through the end of the year and early next, we should be in a comfortable place on cost per cell.
Against our battery energy density targets, the cyber cell is at our expectations on a like-for-like electrochemistry basis, where we're yet to integrate silicon or in-house cathode production, both reviewed on Battery Day, which do bring significant further energy density and cost improvements. But that is a topic for another day. Lastly, it is important to remember that most of what we focused on at Battery Day was the Tesla-engineered 4680 production system and the improvements we strove to achieve on equipment, factory density, capital cost, and utility cost reduction, all of which we are realizing in our Texas scale up to date.