On August 11, according to foreign media reports, several people familiar with the matter revealed that BYD has begun delivering blade batteries to Tesla's super factory in Berlin.
According to reports, Tesla's first batch of cars equipped with BYD's blade batteries are expected to roll off the factory's assembly line as soon as one month, which means the first batch of cars may roll off the production line before the end of August or early September.
It is reported that the Berlin Super Factory is Tesla's fourth super factory. The opening ceremony was held on March 22 this year. It currently only produces Model Y, which means that BYD's blade battery will first be installed on some Model Y.
In August 2021, there were rumors that Tesla would use BYD's blade batteries. At that time, sources said that BYD would supply blade batteries to Tesla as early as the second quarter of 2022. Moreover, Tesla models equipped with BYD batteries have now entered the C-type testing stage.
In February, there were rumors that Tesla was close to reaching an agreement with BYD on blade batteries. In early June, a BYD executive said the company would soon supply batteries to Tesla. He even added that the company is "very good friends" with Tesla CEO Elon Musk.
BYD launched the Blade Battery in March 2020, a lithium iron phosphate (LFP) battery with an ultra-long service life and ultra-long driving range. Compared with alternatives on the market, this battery is smaller in size and is considered safer than traditional electric vehicle batteries. BYD is not keen on monopolizing the Blade Battery, but is willing to work with global partners to achieve mutually beneficial results.
While Tesla can produce its own batteries, it also relies on partners to help meet demand. In addition to BYD, the company's battery suppliers include CATL, Panasonic and LG Energy Solutions. So far, the lithium iron phosphate batteries used in Tesla cars produced in China and California have all been supplied by CATL.
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