Does BYD provide batteries for its "good friends"?

Time：2022-06-10 10:34:51Source：

Two-level reversal!Lian Yubo, executive vice president of BYD Group and dean of the Automotive Engineering Research Institute, said in an interview with Kui Yingchun, host of CGTN, that BYD is ready to provide batteries to Tesla.Today's interview video has been offline, which has to make us talk a lot, and then we asked the relevant Tesla staff, but the other party has not responded to the matter before the press time.

Rumors of BYD supplying batteries to Tesla have been around for a long time, but both sides have tacitly kept silent and never made it clear.In the interview video, Lian Yubo obviously leaked his mouth. I think it is a high probability event that BYD provided batteries to Tesla, but it has not yet reached the transmission node. Let's summarize the details of BYD's supply of batteries to Tesla. Rumor it.

At the beginning of August 2021, it is rumored that the important customer of Fudi Battery No. 56 is Tesla, and the installed capacity demand is in the dozens of GWh, and the first model to be installed may be the Model Y.

In October 2021, relevant sources revealed that BYD has already won a 10GWh battery order from Tesla.According to the calculation of a 75kWh battery pack for a vehicle, 10GWh is expected to be equipped with 133,000 vehicles.

In February 2022, there were rumors that BYD had won Tesla's 204,000 battery orders, and will mass-produce it in March.

BYD's Fudi battery will be independent in the future. Fudi battery and BYD auto will also be settled separately. At present, according to incomplete statistics, Fudi battery has more than 30 cooperative users, including passenger cars, commercial vehicles, etc. Therefore, Fudi battery does not It will not exclude cooperation with any car manufacturer.

Tesla is a cost-oriented company. As long as the cost is low and the quality can meet Tesla's standards, it will not exclude any battery manufacturer. Therefore, BYD will most likely provide batteries to Tesla, but the time node has not yet arrived. .