I think it’s funny to put this into context

If we take Tesla, and just their in house planned production that we know about, that hopefully will be all ramped up by the end of 2025, it will be 300 GWh a year, that would be enough for 3.65M Model 3/Y LR, or for their cheaper vehicle, 6.6M

Again, this is ignoring third party suppliers that this year will supply Tesla with a bit less than 150 GWh

And Toyota is talking about 100k EVs in 2030? That is 8.2 GWh a year

Interestingly realistic numbers, but that definitely puts plans in perspective.

It’s pretty clear that solid state is Toyota’s end goal, but they have been overly optimistic about it’s actual manufacturability.

This really doesn’t matter as long as they continue to develop other battery products and don’t focus of this 1 technology.

Toyota keeping the faithful hoping while pushing ICE.

So in 7 years they’ll produce a week or two’s worth of production. Exciting. They should hit full scale by 2130.

SSB is incredible if it works (400kwh /kg) density (current lithium is -200 gasoline is 11.6) but the cost might be staggering.

Meanwhile, CATL: in 2030, we’ll make enough structural batteries with over 500 Wh/kg density to power every new car, truck, boat and plane on the planet.