Chinese EV battery giant predicts Tesla's 4680 battery project will fail

CATL's Robin Zeng predicts Tesla's 4680 battery project will fail.

: Robin Zeng, founder of CATL, has voiced skepticism about Tesla's 4680 battery cells' success. Despite Tesla's production of 100 million 4680 cells, Zeng argues that technical issues will impede progress. Tesla faces challenges with its dry electrode technology for mass production.

Robin Zeng, the founder of CATL, asserts that Tesla's 4680 battery initiative is likely to fail, citing technical and production challenges. Tesla's ambitious promises, such as the dry electrode technology, have yet to deliver expected results in scaling production.

Tesla has celebrated the production of its 100 millionth 4680 battery cell, showcasing rapid manufacturing growth. Despite this achievement, problems like cells collapsing during use persist, with Panasonic and others acknowledging these technical difficulties.

Zeng and Tesla's Elon Musk have differing views on leadership and production timelines. CATL, a major supplier for Tesla, favors exploring other battery types, like LFP and solid-state batteries, highlighting the broader industry debate over future battery technologies.

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