1、2022Unbundling Tesla:How the electric vehicle battery industry is getting disruptedWhere is all this data from?The CB Insights platform has the underlying data included in this reportClick here to sign up for free3UNBUNDLING TESLA:HOW THE ELECTRIC VEHICLE BATTERY INDUSTRY IS GETTING DISRUPTEDIn 2015

2、,Elon Musk made a bold prediction that vehicle electrification would increase lithium-ion battery demand by a lot.At the time,Tesla was delivering around 50,000 vehicles a year.That year,the company broke ground on its battery Gigafactory production site in Nevada.That site would churn out enough ba

3、tteries to power 500,000 Teslas per year.And more sites like this were needed,Musk claimed.Its clear that Musks vision panned out,with the company on track to deliver more than 1M vehicles this year alone.This foresight allowed Tesla to become a dominant leader in the EV battery tech space.But as EV

4、 adoption becomes more mainstream,startups with backing from legacy auto OEMs,among other players have popped up to compete with Tesla on battery tech.Tesla has worked for years to vertically integrate its EV battery business,but new players are emerging to capture EV battery tech market share.From

5、novel materials development to battery recycling and everything in between,heres how companies are unbundling one of the worlds leading EV makers.4UNBUNDLING TESLA:HOW THE ELECTRIC VEHICLE BATTERY INDUSTRY IS GETTING DISRUPTEDAuto incumbents like Ford,General Motors,and Volkswagen have staked the su

6、ccess of their electrification roadmaps on these startups from battery materials startups aiming to disrupt Teslas lithium-ion battery tech,to grid software companies that provide new EV charging solutions like vehicle-to-grid tech,to battery recycling companies that could transform the battery prod