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tesla is rebuilding its business portfolio with artificial intelligence and robotics centered on electric vehicles, and development of a new generation of electric vehicles and new batteries for robo taxi is also underway. tesla uses a new dry-type negative electrode battery with the goal of improving performance, reducing costs and mass production.

according to the us media "information", tesla plans to launch four new versions of 4680 type batteries in 2026. 4680' refers to the diameter (46mm) and length (80mm) of the battery cell. this is currently used in the cybertruck and model y, among others.

the robo taxi, which is expected to be unveiled on october 10, will also be equipped with one of the new versions of the battery. it is also possible that the cybertruck will introduce new battery types next year. in addition, 4680-cell batteries using silicon-carbon cathodes are expected to be used in some future models.

currently, tesla produces 500,000 4680 cores per day. this solves to a certain extent some of the bottlenecks that previously hindered mass production. but tesla still faces difficulties in mass producing the new generation of 4680-core "4680d". d" represents the "dry" manufacturing process.

according to oakridge national research institute, existing battery electrodes are expensive and use environmentally harmful wet processes. in contrast, the dry process is more efficient and environmentally friendly by removing toxic solvents and mixing dry powder with a binder.

it is reported that elon musk has instructed tesla engineers to "formulate a plan for mass production of dry engineering batteries before the end of this year, or completely scrap the existing 4680d plan." this goal also includes reducing the production cost of 4680-cell ordinary batteries. the report states that despite the lower production efficiency of dry engineering, tesla plans to introduce new batteries to the cybertruck next year.

"the versions of the new 4680 core using the dry process are nc05, nc20, nc30 and nc50. "nc" refers to "new cell". nc05 is expected to be used in robot taxis. but it is expected to be produced by 2026 preparations will not be completed, which means that it will take another two or three years for robot taxis to be commercialized.

nc20 with higher energy density will be used in electric suvs, cybertrucks and other future electric vehicles. nc30 and nc50 use silicon carbon cathodes. research shows that silicon-carbon anodes can store more lithium, improving driving range and charging speeds. nc30 will be installed on future cars and cybertrucks, and nc50 will be installed on high-performance versions.

currently, tesla purchases most of its batteries from panasonic in japan, catl in china, and lg energy solutions in south korea. in addition, tesla itself is also mass-producing 4680 battery cells. musk has said: "massive production of 4680-cell batteries will greatly help provide cheaper electric vehicles."

the problem is scaling up production. reports indicate that tesla lost 70% to 80% of its cathode material during test production. in contrast, traditional battery manufacturers only lost about 2%.

2026 is shaping up to be a big year for several automakers, including tesla. in the u.s. market, there are many electric cars that will be launched for less than $30,000. in the current situation where companies such as general motors, hyundai motor, and ford are eating away at tesla's market share, the development and mass production of new batteries may become an important factor for tesla to remain competitive.

tesla seems to be going all out to innovate battery technology to maintain its leading position in the electric vehicle market. the development of new versions of the 4680 core and the introduction of dry processes are important attempts to reduce costs and improve performance. the next few years will attract much attention as it will be a year for tesla to achieve a new leap forward and provide opportunities for competitors.