Have been having a look around on the net as of course there is an awful lot of guff about who “makesl batteries. Mercedes say they make their batteries and it is one of the selling points of the EQE SUV that the battery uses less cobalt for example - obviously someone in the marketing Dept twigged cobalt is a trigger word for reasons not to get an EV - but it got me thinking who actually does make their own batteries and the answer seems to be no one until this year when Tesla started their own production of 4680 cells. And it seems they are currently destined for the model Y and cyberteuck not the model 3 yet.
So everyone including Tesla were and indeed are buying their battery cells from the main players who were the Japanese and Koreans but are more and more the Chinese so the list incs Panasonic LG chem and CATL amongst many others.
Many manufacturers then assemble the cells into packs and use their own BMS so again we find Tesla are not that different until they decided as late as 2022 to make their own cells but they spin they put on things make them seem so.
Which technology a manufacturer goes for will no doubt be a decision taken on engineering as well as cost grounds. At the moment for example Mercedes may feel they can absorb the higher cost of NMC for the benefits it gives v the disadvantages such as cost. In the longer term Mercedes are going to have to address the weight issue of their cars as here in France for example this will disadvantage them if competitors can deliver a similar luxury vehicle at a much lighter weight, even if competitors cannot I will not pay 8,000 euros tax just for the weight penalty!
There is loads of stuff out there this article covers some of the basics
Electric vehicle maker is ramping up production in the US and challenging the dominant battery makers in Asia
www.ft.com