In the field of new energy, Tesla has occupied the forefront of the times, and their technological innovation and production planning have a greater impact on other new energy fields, such as solar energy.
Tesla and Panasonic have terminated their partnership in solar cell production after efforts to increase output at the No. 2 Super Factory in New York failed.
According to the Nikkei Asian Review, Tesla’s partnership with Panasonic in solar cell production has changed due to difficulties in increasing output at Gigafactory 2 in Buffalo, New York Get nervous.
The two companies announced the establishment of a solar cell joint venture in 2016, the latter covering part of the equipment costs of the Buffalo plant.
In 2017, the core components of Tesla’s solar panels began production at the Buffalo plant. Tesla calls this panel a “solar roof” because it looks like the black tiles of a normal roof.
Initially, batteries made by Panasonic were used on Tesla’s solar roof. However, the solar cell made by this Japanese battery maker has not achieved the appearance of a solar tile designed by Tesla, although it has the efficiency and cost not available to its American counterparts.
Therefore, the third-generation Solar Roof V3 launched by Tesla in September 2019 uses Chinese batteries. At the same time, Panasonic has been selling its batteries produced at the No. 2 Health Super Factory to Japanese homebuilders and other customers.
Tesla built a New York super factory with subsidies from the local government, so it needs to keep the factory running. However, from the current situation, Panasonic’s and Tesla’s production lines seem to be operating separately in Super Factory 2, so the cooperation between the two companies in solar cell production need not continue.
In light of this, Tesla may announce a new use of Super Factory 2 at an investor conference in the United States in April this year.
However, this does not mean the end of Tesla’s business relationship with Panasonic.
Panasonic will continue to produce lithium batteries for Tesla’s Fremont plant in California. As for Tesla’s electric vehicle production in China, the Model 3 at the Shanghai Super Factory will use batteries produced by Chinese supplier Ningde Times and South Korean LG.
It is foreseeable that the focus of Tesla’s battery production will shift to China and trigger a large-scale production capacity increase. On this basis, solar cells will have excess capacity for a period of time and prices will decline.