Los analistas de UBS se asociaron con ingenieros para averiguar qu\u00e9 bater\u00edas para veh\u00edculos el\u00e9ctricos hechas por fabricantes establecidos ofrecen el mejor valor. Llegaron a la conclusi\u00f3n de que las celdas fabricadas por Panasonic en la Gigafactory de Tesla son un 20% m\u00e1s rentables que la siguiente mejor oferta de LG Chem.<\/p>\n
La investigaci\u00f3n del laboratorio de pruebas de UBS incluy\u00f3 bater\u00edas de Panasonic\/Tesla, LG Chem, Samsung SDI y Contemporary Amperex Technology (CATL). Los resultados mostraron que las bater\u00edas de Tesla cuestan $111 por kilovatio-hora de carga, que son $37\/kWh m\u00e1s baratas que las siguientes mejores de LG Chem.<\/p>\n
Obviamente, esto pone a Tesla por delante del mercado y le da la ventaja de rentabilidad que el fabricante de veh\u00edculos el\u00e9ctricos hab\u00eda reclamado por \u00faltima vez en sus ganancias del tercer trimestre (nosotros inform\u00f3<\/a>).<\/p>","protected":false},"excerpt":{"rendered":" Los analistas de UBS se asociaron con ingenieros para averiguar qu\u00e9 bater\u00edas para veh\u00edculos el\u00e9ctricos fabricadas por los fabricantes establecidos ofrecen el mejor valor. Llegaron a la conclusi\u00f3n de que las celdas fabricadas<\/p>","protected":false},"author":21,"featured_media":97718,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[9927],"tags":[10230,10914,7538,329,6412,398,1715,509,3709],"class_list":["post-102962","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-battery-fuel-cell","tag-batteries","tag-battery-production","tag-catl","tag-lg-chem","tag-model-3","tag-panasonic","tag-samsung-sdi","tag-tesla","tag-ubs"],"acf":{"inhalt_teil2":" This is also the view the UBS analysts take, who write in the report that “contrary to our team\u2019s previous view, they now believe incumbent OEMs will be less profitable than Tesla in EV space. Tesla\u2019s cost advantage can be defended (at least temporarily) because other OEMs will not switch to cheaper NCA chemistry. We continue to believe that TSLA remains ahead of the pack when it comes to EV tech.”<\/p>\n In the report UBS then expects the four battery manufacturers to control 70 per cent of the market by 2025, and for costs to fall by about 10 per cent over the next two to three years.<\/p>\n Also Tesla aims to build on their advantage and to increase their production capacities for both batteries and electric cars over the coming years and they are ready to spend billions. Reads the most recent 10-Q filing<\/a>:<\/p>\n “Considering the pipeline of new products planned at this point, and consistent with our current strategy of using a partner to manufacture cells, as well as considering all other infrastructure growth and expansion of Gigafactories 1, 2 and 3, we currently estimate that capital expenditures will be between $2.5 to $3.0 billion annually for the next two fiscal years.”<\/p>\n Even prior to that, Tesla aims to be at the magic battery cell price of $100 per kWh by the end of the year reportedly<\/a>.<\/p>\n