简单的说
Panasonic的CEO提出警告
若Tesla的销售顺利，那么(对电池的)需求将很快的超过Panasonic的生产能力
Panasonic已经跟Tesla合作盖了超级电池工厂
(下图是目前这座工厂目前最新的建设状况，已经盖好上线的地方大约占整体的14%)
http://i.imgur.com/mxbVimW.jpg
Panasonic负责的是电池原料的制造
后面的生产流程跟电池组生产由Tesla自己来
未来预计每年能生产35GWh的电池
这相当于35,000,000 KWh
如果把这些电池都拿来生产P100D的话，可以生产35万辆P100D
加上其他厂商的电动车对电池的需求，所以Panasonic正在积极的进行前期与战略投资
另外中国今天已经放话说到2018年的新车要有8%是电动车，到2020年要有12%
以目前中国一年新车销售2500万辆来做保守估计
2018年时光是在中国电动车就要年销200万辆，2020年要年销300万辆
汽车产业真的在面临很大的转型
可能有不少旧车厂都要关闭拿去生产电池跟电动车了
另外
虽然跟汽车没有太大的直接关系
不过这几天比较大的消息是Tesla发表了第二代Powerwall跟已经讲很久的太阳能屋瓦
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