Electric vehicle battery pattern changes: Tesla goes to South Korea to find alternatives to square b

Electric vehicle battery pattern changes: Tesla goes to South Korea to find alternatives to square b

Autos 08.12.25

Zhichepai learned from South Korean media that Tesla is pushing for the purchase of square batteries from South Korea, breaking the situation that was previously exclusively supplied by China CATL. The move aims to build a diversified supply chain including South Korea. Industry news said that Tesla has proposed to South Korea's leading battery manufacturers to develop square batteries for electric vehicles. If the cooperation is reached, it will be the first time that a Korean company has entered Tesla's square battery supply chain.

Tesla previously mainly used cylindrical batteries, which were supplied or produced by LG New Energy and Panasonic, Japan. Square batteries are only used in some models (such as Model Y), and are all supplied by CATL. This action is interpreted as Tesla reducing its dependence on China's supply chain while expanding the application of square batteries.

Korean media said that global automakers are accelerating their shift to square batteries: General Motors (GM) has announced the shift from soft-pack batteries to square batteries, and plans to cooperate with Samsung SDI and LG New Energy; Volkswagen plans to achieve 80% of electric vehicles equipped with square batteries by 2030; Volvo, which originally used soft-pack batteries, is also increasing the proportion of square batteries.

The industry believes that Tesla's move will help South Korean battery manufacturers expand their influence in the growing square battery market. Square batteries are favored due to two major advantages: one is that the aluminum square shell has strong impact resistance and meets the safety needs of electric vehicles; the other is that it is easier to use "module-free technology" (CTP), which improves space utilization by saving module links and makes up for the energy density shortcomings of lithium iron phosphate (LFP) batteries - this is the technical route of the CATL square batteries currently purchased by Tesla. The industry confirmed: "All Korean battery companies are promoting the mass production and development of square batteries to cope with market expansion."

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