Tesla has been working on the 4680 cell since 2023, with its initial deployment of the structural battery pack Model Y. This was quickly pulled from sales due to lackluster charging performance, but the latest generation of the 4680 cells can now achieve charging speeds of up to 500kW, which is a huge improvement.
However, Tesla has invested in a 4680 new cell design that will help drive down costs to make these vehicles more affordable.
Lowest Price Per kWh
Michael Guilfoy, Tesla’s Director of Cell Manufacturing Operations, mentioned on LinkedIn that Tesla has finally achieved a major milestone with the 4680 cell. One of the goals for 4680 was to bring down the cost per kWh to the lowest of all Tesla’s cells - and as of the end of 2024, they’ve done just that.
The Cybercell - the 2nd generation of the 4680 cell- is now Tesla’s lowest cost per kWh cell, meaning that it is the cheapest to produce for Tesla in terms of assembling the parts that go into a vehicle battery pack.
While the Cybertruck is the only Tesla that using the 4680 right now, the 4680 cell is primed to be Tesla’s primary cell going forward due to cost savings, manufacturing optimizations, and usefulness as part of the vehicle structure.
The 4680 cell also offers significant weight savings while also being more rigid, which allows Tesla to build vehicles in a unique fashion that are far safer than others on the road today.
Of course, 4680 isn’t the only cell Tesla is developing - they’ve got a whole host of other things they’re working on. Tesla is developing four new cell types, with some potentially launching in 2026.
Dry Cathode on the Horizon
Guilfoy also mentioned that this isn’t Tesla Energy’s only achievement this year - there’s more upcoming. One of these is the Dry Cathode tech that will help drive that cost down even further.
Dry Cathode manufacturing removes the toxic solvents and furnace baking processes from the battery manufacturing process, saving time and being more environmentally friendly, but it is a new technology. Tesla has been working on this for quite some time - in fact, since the initial introduction of the 1st generation of 4680 cells back in 2023.
We’re quite excited to see what Tesla will do next with the 4680 and their other future cells. Perhaps it is time for the good old 2170 cell to be laid to rest? That’s something we’ll find out in the near future - as the Model S and Model X Plaid rely upon the 2170 to be able to produce the instantaneous power required to make them so fast - but the 4680 cell in the Cyberbeast can do much the same.
