Isn't that Panasonic, who have been making batteries for decades? I love Tesla as much as the rest, though I feel that Panasonic's expertise may be understated in the Tesla partnership. Though I may be very ignorant.
In particular, however, there is one notable source that emphasizes Panasonic's role: Tesla's SEC filings. Quoting TSLA's 2015 10-K[1]:
We believe that the Gigafactory will allow us to achieve a significant reduction in the cost of our battery packs once we are in volume production with Model 3. The total capital expenditures associated with the Gigafactory through 2020 are expected to be $4 to $5 billion, of which approximately $2 billion is expected to come from Tesla. Panasonic has agreed to partner with us on the Gigafactory with investments in production equipment that it will use to manufacture and supply us with battery cells. We have a supply agreement with Panasonic that, among other things, allows us to purchase a minimum of 1.8 billion lithium-ion battery cells at preferential prices that we intend to purchase from 2014 through 2017. We have agreed to prepare and provide the land, buildings and utilities, invest in production equipment for battery module and pack production and be responsible for the overall management of the Gigafactory.
If people go from owning a cellphone battery with 4 Wh to a 65.000 Wh car battery and a 20.000 Wh home battery, battery production have to be extremely increased.
Yes, there are massive investments from many companies in expanding the battery production industry.
Gigafactory 1, in Reno, is a $5B capital investment that aims to produce 50GWh of batteries in 2018, and if they get $100/kWh in 2018, far lower than current prices, then yearly revenue is the same as the cost of Gigafactory 1.
So there's tons of room to grow lithium ion manufacturing capacity. That's only one part of the supply chain though... Looking just at lithium, there seems to be somewhat ample supply for the next few years from proven reserves, so I'm sure there are plenty of people scaling up for production from new sites.
Let's put it this way: Would Panasonic have achieved just as much for EVs if it had made the partnership with any other carmaker?
To me it's been obvious that the other carmakers were dragged into the EV race, and they would've rather not see it happen at all. It's quite hilarious seeing around the time the Model S came out and soon after, how the other car makers were still "one-upping" each other with 65-mile range, 70, 75, 80 - by continuing to repackage gas-powered car platforms into EVs. And those were the "full EV" versions, not the hybrid ones or whatnot. Those still had like 20-30 mile ranges in their batteries.
I think it would've taken at least another 15 years until one of them would've decided to just rethink an EV from scratch. Their love was status quo was all too obvious.
There are some who say Apple is Messiah on Earth and they've invented all smartphone features and they deserve to ask $2,000 for an iPhone (see latest iPhone thread for such opinions). I completely disagree with those, even though I was one of the "fanbois" preaching an iPhone in the "Nokia is still king" days.
And then there are others who say Apple invented and innovated nothing. zero. nada. And the smartphone industry would've progressed in exactly the same way without them, too. I say that's also bullcrap. Not only did Apple completely change the mobile phone landscape, but it has pretty much changed it every year afterwards (see the wave of "retina displays", or fingerprint auth, or 2x optical zoom from last year - all being adopted at a rapid pace by everyone soon after Apple did it).
I see opinions about Tesla split the same way. In my mind, Tesla is the first successful car company in 100 years to not just exist and survive but to reshape the car industry. They haven't invented everything either, but I give them a lot of credit for the awareness EVs have now (and will have in the next few years).
I guess my point is you don't have to have extreme opinions about a company in order to give it the credit that it's due.
