簡單的說
Panasonic的CEO提出警告
若Tesla的銷售順利，那麼(對電池的)需求將很快的超過Panasonic的生產能力
Panasonic已經跟Tesla合作蓋了超級電池工廠
(下圖是目前這座工廠目前最新的建設狀況，已經蓋好上線的地方大約佔整體的14%)
http://i.imgur.com/mxbVimW.jpg
Panasonic負責的是電池原料的製造
後面的生產流程跟電池組生產由Tesla自己來
未來預計每年能生產35GWh的電池
這相當於35,000,000 KWh
如果把這些電池都拿來生產P100D的話，可以生產35萬輛P100D
加上其他廠商的電動車對電池的需求，所以Panasonic正在積極的進行前期與戰略投資
另外中國今天已經放話說到2018年的新車要有8%是電動車，到2020年要有12%
以目前中國一年新車銷售2500萬輛來做保守估計
2018年時光是在中國電動車就要年銷200萬輛，2020年要年銷300萬輛
汽車產業真的在面臨很大的轉型
可能有不少舊車廠都要關閉拿去生產電池跟電動車了
另外
雖然跟汽車沒有太大的直接關係
不過這幾天比較大的消息是Tesla發表了第二代Powerwall跟已經講很久的太陽能屋瓦
http://i.imgur.com/N5ysBLh.png
http://i.imgur.com/kaoGALB.jpg
http://i.imgur.com/awMVuB8.jpg
http://i.imgur.com/C8j9vSA.jpg
http://i.imgur.com/9y2budh.jpg
=============================底下原文===============================
https://goo.gl/nSQ6wu
While reporting Panasonic’s latest financial results, Chief Executive
Kazuhiro Tsuga commented about the company’s growing partnership with Tesla.
Tsuga warns that Panasonic could have problems aligning its production
capacity with Tesla’s demand for batteries without more investments.
Panasonic cut its profit guidance and cited further investments in battery
production capacity as one of the main reasons why the company doesn’t
expect to make as much money as expected in the short-term. When explaining
the reason for those battery investments, Tsuga mentioned Tesla (via Reuters):
“Demand would soon exceed our production capacity if Tesla’s sales go
smoothly,”
Earlier this year, Panasonic confirmed that it plans to invest $1.6 billion
in the Tesla Gigafactory, but a company official also said that encouraged by
the demand for the Model 3, they are ready to move up their investment
schedule if asked by Tesla.
Tesla accelerated its plans for the factory by two years and now plans for
battery production to reach 35 GWh by 2018. Panasonic produces the battery
cells at the plant and has invested heavily in equipment.
If Tesla acquisition of SolarCity is approved, Tesla and Panasonic will also
expand their partnership to the solar industry. Very similar to the deal
with the Gigafactory 1, Panasonic would make the solar cells that will go in
Tesla/SolarCity’s solar products, including its new solar roof solutions.
While Tesla plans to buy all of Panasonic’s battery cell output at the
Gigafactory to put in its own battery packs on site, Panasonic also sees
demand from other automakers:
“We are seeing strong demand for EV (batteries) not just from Tesla but
various other automakers. We see the rechargeable battery business as the
biggest growth driver. So we are aggressively making upfront and strategic
investment here.”
Yesterday, we reported on recent progress made at the Gigafactory ahead of
the expected production ramp up: Tesla Gigafactory: stunning new 360 image of
‘Gigafactory 1’ shows progress ahead of production ramp up