BMW changes course on batteries- moving to 4680 format

Just an FYI, the 4680 is currently producing 290 watt hours per KG. The next generation 4680 is already in testing at 310 watt hours per KG and is expected to max out at 330 watt hours per KG within 10 years. (don't believe the hype that this more energy dense version will be available in 2024)

By way of comparison, the 2170's are under 250 watt hours per KG, and troublesome pouch cell designs may reach 270.

I remain a fan of the 4680. There is another key factor involved. Far fewer cells results in far higher reliability. As one bad cell brings down an entire module. Interestingly, size does not seem to be a huge factor in overall reliability, if anything, larger cells are slightly better. So a massive reduction in cell count, results in a significant bump in statistical reliability. A well produced and tightly wound 4680 will be world class reliable.
 
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Somebody please show me where BMW themselves say they are using 4680 cells. Here is the BMW press release. They may or may not be 4680 but BMW is not confirming and to write articles stating they are is poor journalism.

Munich. The BMW Group is convinced that powerful, innovative, sustainably-produced battery cells will be key to the success of individual electromobility in the future. The company is set to launch a new era of e-mobility from 2025 with the models of its NEUE KLASSE – using newly-developed round battery cells optimised for the new architecture for the first time.

“The newly-developed sixth generation of our lithium-ion cells will bring a huge leap in technology that will increase energy density by more than 20 percent, improve charging speed by up to 30 percent and enhance range by up to 30 percent,” according to Frank Weber, member of the Board of Management of BMW AG responsible for Development. “We are also reducing CO2 emissions from cell production by up to 60 percent. These are big steps for sustainability and customer benefits.”

“To meet our long-term needs, we will be building battery cell factories with our partners, each with an annual capacity of up to 20 GWh, at six locations in key markets for us: two in China, two in Europe and two in USMCA,” added Joachim Post, member of the Board of Management of BMW AG responsible for Purchasing and Supplier Network. “We have also reached agreement with our partners that they will use a percentage of secondary material for the raw materials lithium, cobalt and nickel, as well as utilising green power for production, to ensure CO2-reduced manufacturing.”

The BMW Group has already awarded contracts in the two-digit billion-euro range for production of the new BMW battery cells. By leveraging the comprehensive in-house expertise of the company’s own Battery Cell Competence Centre, the team from development, production and purchasing has been able to significantly reduce costs for the high-voltage battery, thanks to the new battery cell and new integration concept for battery technology developed by BMW.Based on current market assumptions, costs can be reduced by up to 50 percent, compared to the current fifth generation. The BMW Group has set itself the goal of bringing manufacturing costs for fully-electric models down to the same level as vehicles with state-of-the-art combustion-engine technology.



Technological advances: new cell format and enhanced cell chemistry

The battery cell is responsible for electric vehicles’ core properties of range, driving performance and charging time. For the sixth generation of BMW eDrive technology used in the NEUE KLASSE, the company has fundamentally refined the cell format and cell chemistry. With the new BMW round cell specially designed for the electric architecture of the NEUE KLASSE models, it will be possible to significantly increase the range of the highest-range model by up to 30 percent (according to WLTP).

The new BMW round cells come with a standard diameter of 46 millimetres and two different heights. Compared to the prismatic cells of the fifth BMW battery cell generation, the nickel content in the sixth-generation BMW round cells is higher on the cathode side, while the cobalt content is reduced. On the anode side, the silicon content will be increased. As a result, the cell’s volumetric energy density will improve by more than 20 percent.

The battery system plays a key role in the body structure of the NEUE KLASSE. Depending on the model, it can be flexibly integrated into the installation space to save space (“pack to open body”). The cell module level is thus eliminated.

The battery, drive train and charging technology in the NEUE KLASSE will also have a higher voltage of 800 volts. Among other things, this will optimise how energy is supplied to direct current high-power charging stations, which can achieve a much higher charging capacity with a current of up to 500 amperes – thus reducing the time it takes to charge the vehicle from 10 to 80 percent by up to 30 percent.



Battery cell factories in China, Europe and USMCA – each with total capacity of up to 20 GWh per year

To supply the battery cells needed for the NEUE KLASSE, the BMW Group has already awarded contracts in the two-digit billion-euro range for construction of battery cell factories to CATL and EVE Energy. Both partners will build two gigafactories in China and Europe. Each of the battery cell factories will have a total annual capacity of up to 20 GWh. Plans call for two more battery cell factories to be built in the North American free trade zone,
USMCA, for which the partners have not yet been nominated.

The three regions where the battery cell factories will be built will also benefit economically from the creation of new supply chains, new networks for subcontractors and new jobs.



CO2-reduced production using green power and secondary material

The BMW Group is particularly focused on keeping the carbon footprint and consumption of resources for production as low as possible, starting in the supply chain. Cell manufacturers will use cobalt, lithium and nickel that include a percentage of secondary material, i.e. raw materials that are not newly mined, but already in the loop, in production of battery cells. Combined with the commitment to use only green power from renewable energies for production of battery cells, the BMW Group will reduce the carbon footprint of battery cell production by up to 60 percent, compared to the current generation of battery cells.

Reuse of raw materials will be one of the success factors for e-mobility in the future. Circular loops reduce the need for new raw materials, lower the risk of infringing environmental and social standards in the supply chain and generally result in significantly lower CO2 emissions. That is why the long-term goal of the BMW Group is to use fully recyclable battery cells. In China, the company is currently creating a closed loop for reuse of the raw materials nickel, lithium and cobalt from high-voltage batteries, thus laying the cornerstone of a ground-breaking material cycle.

The cobalt and lithium used as raw materials for the new generation of BMW battery cells will be sourced from certified mines. This means the company retains full transparency over extraction methods and, in this way, can ensure responsible mining. The sourcing of both raw materials from certified mines takes place either directly through the BMW Group or via the battery cell manufacturer.

The BMW Group has been actively involved for many years in initiatives to develop standards for responsible raw material extraction and promote compliance with environmental and social standards for raw material extraction through certification of mines. In this way, the company is also making itself less technologically, geographically and geopolitically dependent on individual resources and suppliers.



Development of future BMW battery cells at in-house competence centres

The BMW Group is constantly working to further develop energy storage systems. For instance, its sixth-generation battery technology also offers the option of using cathodes made of lithium iron phosphate (LFP) for the first time. This means the critical raw materials cobalt and nickel can then be avoided entirely in the cathode material. In parallel, the BMW Group is also pushing forward with development of all-solid-state batteries (ASSBs). The company aims to have high-voltage batteries of this type ready for series introduction by the end of the decade. The BMW Group will present a demonstrator vehicle with this technology on board well before 2025.

The BMW Group has been systematically building expertise in the field of battery cell technology since 2008. Since 2019, this know-how has been concentrated at the BMW Group’s Battery Cell Competence Centre (BCCC) in Munich. The BCCC spans the entire value chain – from research and development to battery cell design to manufacturability.

To ensure innovations in battery cell technology are put into practice quickly and efficiently, the BMW Group relies on a network of around 300 partners, with cooperation between established companies, startups and colleges, among others.

The knowledge gained in this way will be validated at the new Cell Manufacturing Competence Centre (CMCC) in Parsdorf, near Munich, which will begin commissioning near-standard production of samples in late 2022 for the future BMW battery cell generation to be used in the NEUE KLASSE from 2025 onwards.

The pilot line at the competence centre will make it possible to analyse and fully understand the cell production process under near-standard conditions. This will help enable future suppliers produce cells to specifications and according to their own expertise – thus further optimising battery cell production with regard to quality, output and costs.



NEUE KLASSE will make major contribution to sales volumes

With a fast-growing product lineup and high demand, the BMW Group aims to have more than two million fully-electric vehicles on the roads by the end of 2025.

The all-electric NEUE KLASSE will make a significant contribution to BMW Group sales volumes from mid-decade. The NEUE KLASSE has the potential to further accelerate the market penetration of e-mobility: This means 50 percent of the BMW Group’s global sales could already come from fully-electric vehicles before 2030.

The MINI brand will have an exclusively all-electric product range by the early 2030s, while Rolls-Royce will also be an all-electric brand from 2030. All future new models from BMW Motorrad in the field of urban mobility will likewise be fully electric.



If you have any questions, please contact:

BMW Group Corporate Communications

Bernhard Ederer, BMW Group Innovation Communications
Email: [email protected] , Tel.: +49 (0) 176 601 28556

Sandra Schillmöller, Communications Purchasing, Supplier Network, Sustainability
Email: [email protected], Telephone: +49-89-382-12225
 
Somebody please show me where BMW themselves say they are using 4680 cells. Here is the BMW press release. They may or may not be 4680 but BMW is not confirming and to write articles stating they are is poor journalism.

Munich. The BMW Group is convinced that powerful, innovative, sustainably-produced battery cells will be key to the success of individual electromobility in the future. The company is set to launch a new era of e-mobility from 2025 with the models of its NEUE KLASSE – using newly-developed round battery cells optimised for the new architecture for the first time.

“The newly-developed sixth generation of our lithium-ion cells will bring a huge leap in technology that will increase energy density by more than 20 percent, improve charging speed by up to 30 percent and enhance range by up to 30 percent,” according to Frank Weber, member of the Board of Management of BMW AG responsible for Development. “We are also reducing CO2 emissions from cell production by up to 60 percent. These are big steps for sustainability and customer benefits.”

“To meet our long-term needs, we will be building battery cell factories with our partners, each with an annual capacity of up to 20 GWh, at six locations in key markets for us: two in China, two in Europe and two in USMCA,” added Joachim Post, member of the Board of Management of BMW AG responsible for Purchasing and Supplier Network. “We have also reached agreement with our partners that they will use a percentage of secondary material for the raw materials lithium, cobalt and nickel, as well as utilising green power for production, to ensure CO2-reduced manufacturing.”

The BMW Group has already awarded contracts in the two-digit billion-euro range for production of the new BMW battery cells. By leveraging the comprehensive in-house expertise of the company’s own Battery Cell Competence Centre, the team from development, production and purchasing has been able to significantly reduce costs for the high-voltage battery, thanks to the new battery cell and new integration concept for battery technology developed by BMW.Based on current market assumptions, costs can be reduced by up to 50 percent, compared to the current fifth generation. The BMW Group has set itself the goal of bringing manufacturing costs for fully-electric models down to the same level as vehicles with state-of-the-art combustion-engine technology.



Technological advances: new cell format and enhanced cell chemistry

The battery cell is responsible for electric vehicles’ core properties of range, driving performance and charging time. For the sixth generation of BMW eDrive technology used in the NEUE KLASSE, the company has fundamentally refined the cell format and cell chemistry. With the new BMW round cell specially designed for the electric architecture of the NEUE KLASSE models, it will be possible to significantly increase the range of the highest-range model by up to 30 percent (according to WLTP).

The new BMW round cells come with a standard diameter of 46 millimetres and two different heights. Compared to the prismatic cells of the fifth BMW battery cell generation, the nickel content in the sixth-generation BMW round cells is higher on the cathode side, while the cobalt content is reduced. On the anode side, the silicon content will be increased. As a result, the cell’s volumetric energy density will improve by more than 20 percent.

The battery system plays a key role in the body structure of the NEUE KLASSE. Depending on the model, it can be flexibly integrated into the installation space to save space (“pack to open body”). The cell module level is thus eliminated.

The battery, drive train and charging technology in the NEUE KLASSE will also have a higher voltage of 800 volts. Among other things, this will optimise how energy is supplied to direct current high-power charging stations, which can achieve a much higher charging capacity with a current of up to 500 amperes – thus reducing the time it takes to charge the vehicle from 10 to 80 percent by up to 30 percent.



Battery cell factories in China, Europe and USMCA – each with total capacity of up to 20 GWh per year

To supply the battery cells needed for the NEUE KLASSE, the BMW Group has already awarded contracts in the two-digit billion-euro range for construction of battery cell factories to CATL and EVE Energy. Both partners will build two gigafactories in China and Europe. Each of the battery cell factories will have a total annual capacity of up to 20 GWh. Plans call for two more battery cell factories to be built in the North American free trade zone,
USMCA, for which the partners have not yet been nominated.

The three regions where the battery cell factories will be built will also benefit economically from the creation of new supply chains, new networks for subcontractors and new jobs.



CO2-reduced production using green power and secondary material

The BMW Group is particularly focused on keeping the carbon footprint and consumption of resources for production as low as possible, starting in the supply chain. Cell manufacturers will use cobalt, lithium and nickel that include a percentage of secondary material, i.e. raw materials that are not newly mined, but already in the loop, in production of battery cells. Combined with the commitment to use only green power from renewable energies for production of battery cells, the BMW Group will reduce the carbon footprint of battery cell production by up to 60 percent, compared to the current generation of battery cells.

Reuse of raw materials will be one of the success factors for e-mobility in the future. Circular loops reduce the need for new raw materials, lower the risk of infringing environmental and social standards in the supply chain and generally result in significantly lower CO2 emissions. That is why the long-term goal of the BMW Group is to use fully recyclable battery cells. In China, the company is currently creating a closed loop for reuse of the raw materials nickel, lithium and cobalt from high-voltage batteries, thus laying the cornerstone of a ground-breaking material cycle.

The cobalt and lithium used as raw materials for the new generation of BMW battery cells will be sourced from certified mines. This means the company retains full transparency over extraction methods and, in this way, can ensure responsible mining. The sourcing of both raw materials from certified mines takes place either directly through the BMW Group or via the battery cell manufacturer.

The BMW Group has been actively involved for many years in initiatives to develop standards for responsible raw material extraction and promote compliance with environmental and social standards for raw material extraction through certification of mines. In this way, the company is also making itself less technologically, geographically and geopolitically dependent on individual resources and suppliers.



Development of future BMW battery cells at in-house competence centres

The BMW Group is constantly working to further develop energy storage systems. For instance, its sixth-generation battery technology also offers the option of using cathodes made of lithium iron phosphate (LFP) for the first time. This means the critical raw materials cobalt and nickel can then be avoided entirely in the cathode material. In parallel, the BMW Group is also pushing forward with development of all-solid-state batteries (ASSBs). The company aims to have high-voltage batteries of this type ready for series introduction by the end of the decade. The BMW Group will present a demonstrator vehicle with this technology on board well before 2025.

The BMW Group has been systematically building expertise in the field of battery cell technology since 2008. Since 2019, this know-how has been concentrated at the BMW Group’s Battery Cell Competence Centre (BCCC) in Munich. The BCCC spans the entire value chain – from research and development to battery cell design to manufacturability.

To ensure innovations in battery cell technology are put into practice quickly and efficiently, the BMW Group relies on a network of around 300 partners, with cooperation between established companies, startups and colleges, among others.

The knowledge gained in this way will be validated at the new Cell Manufacturing Competence Centre (CMCC) in Parsdorf, near Munich, which will begin commissioning near-standard production of samples in late 2022 for the future BMW battery cell generation to be used in the NEUE KLASSE from 2025 onwards.

The pilot line at the competence centre will make it possible to analyse and fully understand the cell production process under near-standard conditions. This will help enable future suppliers produce cells to specifications and according to their own expertise – thus further optimising battery cell production with regard to quality, output and costs.



NEUE KLASSE will make major contribution to sales volumes

With a fast-growing product lineup and high demand, the BMW Group aims to have more than two million fully-electric vehicles on the roads by the end of 2025.

The all-electric NEUE KLASSE will make a significant contribution to BMW Group sales volumes from mid-decade. The NEUE KLASSE has the potential to further accelerate the market penetration of e-mobility: This means 50 percent of the BMW Group’s global sales could already come from fully-electric vehicles before 2030.

The MINI brand will have an exclusively all-electric product range by the early 2030s, while Rolls-Royce will also be an all-electric brand from 2030. All future new models from BMW Motorrad in the field of urban mobility will likewise be fully electric.



If you have any questions, please contact:

BMW Group Corporate Communications

Bernhard Ederer, BMW Group Innovation Communications
Email: [email protected] , Tel.: +49 (0) 176 601 28556

Sandra Schillmöller, Communications Purchasing, Supplier Network, Sustainability
Email: [email protected], Telephone: +49-89-382-12225

"The new BMW round cells come with a standard diameter of 46 millimetres and two different heights."

If you read what the battery manufacturers state and had to make a guess what would you say one of the two length/heights is going to be?

lets say they change it 1MM so their version is a 4679 - its still a complete reversal from their prior position and makes buying a BMW car with the old pack a questionable proposition.

BMW reversed itself. Full stop.
 
.. I may be wrong, but I think we are coming from 2 different approaches. You look at sheer delivery numbers, which is certainly important while I look at the business end as that is my background.
No, not really and I am surprised to hear you look at the business end. If you did, (and maybe you have) you would be trying to figure out where Tesla goes from here and what the "street" is expecting. (This is what I do)
We have the "darling" of ONLY EV sales with high profit margins in the stratosphere while boatloads of successful legacy car manufacturers producing ICE vehicles which are MUCH lower profit margins gearing up to produce EVs in a currently high profit margin arena.

Sooo ... from a business end, the high flying, high profit single EV maker right now Tesla will be competing with the low profit margin legacy makers.
As an investor looking forward, one might invest in the lower margin companies due to the fact they will be producing vehicles that are much more simple, require far less of a work force to build, much more modular and much more profitable. The lower margin companies if they get it right have no place to go but up in value while the existing current loan star of EVs has competition that has never had. Will Tesla be able to adjust to this type of competition in a few years, if you do look at things in a business background haven't you seen the darlings of industries fall from grace on Wall Street? Its a grave yard the size of an entire state.

No right or wrong answer, its what we choose to invest. BTW- Im not an investor in the auto industry, I know you are but you seem (maybe I am wrong) emotionally involved, dont let that jade your judgment. Im not saying your judgement is wrong, just showing the flip side since you assume I am not business minded.

Im not always right, not by any means but Im pretty darn good looking at business prospects, way better than most or many CEOs.
Repeat, I am not saying Tesla is going to fail, I am saying they better get their act together with quality/comfort and price. Other than hobbyists there is no compelling reason to buy their product over the offerings that are starting to show up.
Being you are on the West Coast, I think maybe you need to expand your vision across the entire country.

Peace! :)
 
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No, not really and I am surprised to hear you look at the business end. If you did, (and maybe you have) you would be trying to figure out where Tesla goes from here and what the "street" is expecting. (This is what I do)
We have the "darling" of ONLY EV sales with high profit margins in the stratosphere while boatloads of successful legacy car manufacturers producing ICE vehicles which are MUCH lower profit margins gearing up to produce EVs in a currently high profit margin arena.

Sooo ... from a business end, the high flying, high profit single EV maker right now Tesla will be competing with the low profit margin legacy makers.
As an investor looking forward, one might invest in the lower margin companies due to the fact they will be producing vehicles that are much more simple, require far less of a work force to build, much more modular and much more profitable. The lower margin companies if they get it right have no place to go but up in value while the existing current loan star of EVs has competition that has never had. Will Tesla be able to adjust to this type of competition in a few years, if you do look at things in a business background haven't you seen the darlings of industries fall from grace on Wall Street? Its a grave yard the size of an entire state.

No right or wrong answer, its what we choose to invest. BTW- Im not an investor in the auto industry, I know you are but you seem (maybe I am wrong) emotionally involved, dont let that jade your judgment. Im not saying your judgement is wrong, just showing the flip side since you assume I am not business minded.

Im not always right, not by any means but Im pretty darn good looking at business prospects, way better than most or many CEOs.
Repeat, I am not saying Tesla is going to fail, I am saying they better get their act together with quality/comfort and price. Other than hobbyists there is no compelling reason to buy their product over the offerings that are starting to show up.
Being you are on the West Coast, I think maybe you need to expand your vision across the entire country.

Peace! :)
Interesting point of view...
Where does Tesla go from here? Well, doubling mfg capacity as fast as possible. The million order Cybertruk next year, the SEMI starting deliveries this year, a new plant, likely Canada, announcement this year. I think you know that the more output per factory the higher the margin due to economies of scale... Speaking of production numbers, many analysts believe the Model Y will become the #1 selling vehicle in the world. And Tesla recently mentioned a low priced version. Right now they cannot keep up with demand even at their lofty prices, warts and all.

Low margin has no place to go but up? Well, they could go lower, right? Did you know the mighty GM loses like $9K on every Bolt they sell? Do legacy companies break out EV vs ICE numbers? No, and there is probably a reason for it. Why do you think producing EVs will automatically grow legacy margins?
A key good margin strength is generating money for current and future operations. Where will these low margin companies get their money?

Regarding "what the "street" is expecting", stock price is based on future company performance and future stock price. Tesla is worth more than the next 5 car companies combined. TSLA was everybody's stock of the year and by market cap is the 6th most valuable company in the world. You don't get there by accident.

This is a business point of view, by the numbers. None of this is "what I think". In fact, I would welcome other's thoughts on these points. I am 100% open to learning from others.
 
Just an FYI, the 4680 is currently producing 290 watt hours per KG. The next generation 4680 is already in testing at 310 watt hours per KG and is expected to max out at 330 watt hours per KG within 10 years. (don't believe the hype that this more energy dense version will be available in 2024)

By way of comparison, the 2170's are under 250 watt hours per KG, and troublesome pouch cell designs may reach 270.

I remain a fan of the 4680. There is another key factor involved. Far fewer cells results in far higher reliability. As one bad cell brings down an entire module. Interestingly, size does not seem to be a huge factor in overall reliability, if anything, larger cells are slightly better. So a massive reduction in cell count, results in a significant bump in statistical reliability. A well produced and tightly wound 4680 will be world class reliable.

One of the interesting things to me about the 4680 form factor is how close Sandy Munro came to estimating what size tesla (and now others) were going to standardize on - he came within a a MM or 2 of figuring it out in each dimension.

It will be interesting to see just whose 4680 formula ends up on top and what the compromises will be.

I am hopeful to see BMW's 800 volt car actually deliver on the promises the other 800V vendors couldn't.
 
Somebody please show me where BMW themselves say they are using 4680 cells. Here is the BMW press release. They may or may not be 4680 but BMW is not confirming and to write articles stating they are is poor journalism.

Munich. The BMW Group is convinced that powerful, innovative, sustainably-produced battery cells will be key to the success of individual electromobility in the future. The company is set to launch a new era of e-mobility from 2025 with the models of its NEUE KLASSE – using newly-developed round battery cells optimised for the new architecture for the first time.

“The newly-developed sixth generation of our lithium-ion cells will bring a huge leap in technology that will increase energy density by more than 20 percent, improve charging speed by up to 30 percent and enhance range by up to 30 percent,” according to Frank Weber, member of the Board of Management of BMW AG responsible for Development. “We are also reducing CO2 emissions from cell production by up to 60 percent. These are big steps for sustainability and customer benefits.”

“To meet our long-term needs, we will be building battery cell factories with our partners, each with an annual capacity of up to 20 GWh, at six locations in key markets for us: two in China, two in Europe and two in USMCA,” added Joachim Post, member of the Board of Management of BMW AG responsible for Purchasing and Supplier Network. “We have also reached agreement with our partners that they will use a percentage of secondary material for the raw materials lithium, cobalt and nickel, as well as utilising green power for production, to ensure CO2-reduced manufacturing.”

The BMW Group has already awarded contracts in the two-digit billion-euro range for production of the new BMW battery cells. By leveraging the comprehensive in-house expertise of the company’s own Battery Cell Competence Centre, the team from development, production and purchasing has been able to significantly reduce costs for the high-voltage battery, thanks to the new battery cell and new integration concept for battery technology developed by BMW.Based on current market assumptions, costs can be reduced by up to 50 percent, compared to the current fifth generation. The BMW Group has set itself the goal of bringing manufacturing costs for fully-electric models down to the same level as vehicles with state-of-the-art combustion-engine technology.



Technological advances: new cell format and enhanced cell chemistry

The battery cell is responsible for electric vehicles’ core properties of range, driving performance and charging time. For the sixth generation of BMW eDrive technology used in the NEUE KLASSE, the company has fundamentally refined the cell format and cell chemistry. With the new BMW round cell specially designed for the electric architecture of the NEUE KLASSE models, it will be possible to significantly increase the range of the highest-range model by up to 30 percent (according to WLTP).

The new BMW round cells come with a standard diameter of 46 millimetres and two different heights. Compared to the prismatic cells of the fifth BMW battery cell generation, the nickel content in the sixth-generation BMW round cells is higher on the cathode side, while the cobalt content is reduced. On the anode side, the silicon content will be increased. As a result, the cell’s volumetric energy density will improve by more than 20 percent.

The battery system plays a key role in the body structure of the NEUE KLASSE. Depending on the model, it can be flexibly integrated into the installation space to save space (“pack to open body”). The cell module level is thus eliminated.

The battery, drive train and charging technology in the NEUE KLASSE will also have a higher voltage of 800 volts. Among other things, this will optimise how energy is supplied to direct current high-power charging stations, which can achieve a much higher charging capacity with a current of up to 500 amperes – thus reducing the time it takes to charge the vehicle from 10 to 80 percent by up to 30 percent.



Battery cell factories in China, Europe and USMCA – each with total capacity of up to 20 GWh per year

To supply the battery cells needed for the NEUE KLASSE, the BMW Group has already awarded contracts in the two-digit billion-euro range for construction of battery cell factories to CATL and EVE Energy. Both partners will build two gigafactories in China and Europe. Each of the battery cell factories will have a total annual capacity of up to 20 GWh. Plans call for two more battery cell factories to be built in the North American free trade zone,
USMCA, for which the partners have not yet been nominated.

The three regions where the battery cell factories will be built will also benefit economically from the creation of new supply chains, new networks for subcontractors and new jobs.



CO2-reduced production using green power and secondary material

The BMW Group is particularly focused on keeping the carbon footprint and consumption of resources for production as low as possible, starting in the supply chain. Cell manufacturers will use cobalt, lithium and nickel that include a percentage of secondary material, i.e. raw materials that are not newly mined, but already in the loop, in production of battery cells. Combined with the commitment to use only green power from renewable energies for production of battery cells, the BMW Group will reduce the carbon footprint of battery cell production by up to 60 percent, compared to the current generation of battery cells.

Reuse of raw materials will be one of the success factors for e-mobility in the future. Circular loops reduce the need for new raw materials, lower the risk of infringing environmental and social standards in the supply chain and generally result in significantly lower CO2 emissions. That is why the long-term goal of the BMW Group is to use fully recyclable battery cells. In China, the company is currently creating a closed loop for reuse of the raw materials nickel, lithium and cobalt from high-voltage batteries, thus laying the cornerstone of a ground-breaking material cycle.

The cobalt and lithium used as raw materials for the new generation of BMW battery cells will be sourced from certified mines. This means the company retains full transparency over extraction methods and, in this way, can ensure responsible mining. The sourcing of both raw materials from certified mines takes place either directly through the BMW Group or via the battery cell manufacturer.

The BMW Group has been actively involved for many years in initiatives to develop standards for responsible raw material extraction and promote compliance with environmental and social standards for raw material extraction through certification of mines. In this way, the company is also making itself less technologically, geographically and geopolitically dependent on individual resources and suppliers.



Development of future BMW battery cells at in-house competence centres

The BMW Group is constantly working to further develop energy storage systems. For instance, its sixth-generation battery technology also offers the option of using cathodes made of lithium iron phosphate (LFP) for the first time. This means the critical raw materials cobalt and nickel can then be avoided entirely in the cathode material. In parallel, the BMW Group is also pushing forward with development of all-solid-state batteries (ASSBs). The company aims to have high-voltage batteries of this type ready for series introduction by the end of the decade. The BMW Group will present a demonstrator vehicle with this technology on board well before 2025.

The BMW Group has been systematically building expertise in the field of battery cell technology since 2008. Since 2019, this know-how has been concentrated at the BMW Group’s Battery Cell Competence Centre (BCCC) in Munich. The BCCC spans the entire value chain – from research and development to battery cell design to manufacturability.

To ensure innovations in battery cell technology are put into practice quickly and efficiently, the BMW Group relies on a network of around 300 partners, with cooperation between established companies, startups and colleges, among others.

The knowledge gained in this way will be validated at the new Cell Manufacturing Competence Centre (CMCC) in Parsdorf, near Munich, which will begin commissioning near-standard production of samples in late 2022 for the future BMW battery cell generation to be used in the NEUE KLASSE from 2025 onwards.

The pilot line at the competence centre will make it possible to analyse and fully understand the cell production process under near-standard conditions. This will help enable future suppliers produce cells to specifications and according to their own expertise – thus further optimising battery cell production with regard to quality, output and costs.



NEUE KLASSE will make major contribution to sales volumes

With a fast-growing product lineup and high demand, the BMW Group aims to have more than two million fully-electric vehicles on the roads by the end of 2025.

The all-electric NEUE KLASSE will make a significant contribution to BMW Group sales volumes from mid-decade. The NEUE KLASSE has the potential to further accelerate the market penetration of e-mobility: This means 50 percent of the BMW Group’s global sales could already come from fully-electric vehicles before 2030.

The MINI brand will have an exclusively all-electric product range by the early 2030s, while Rolls-Royce will also be an all-electric brand from 2030. All future new models from BMW Motorrad in the field of urban mobility will likewise be fully electric.



If you have any questions, please contact:

BMW Group Corporate Communications

Bernhard Ederer, BMW Group Innovation Communications
Email: [email protected] , Tel.: +49 (0) 176 601 28556

Sandra Schillmöller, Communications Purchasing, Supplier Network, Sustainability
Email: [email protected], Telephone: +49-89-382-12225
I've already showed you. This is a press release that is intended to place BMW in best of light like all corporate press releases. It would be bad publicity for BMW to explicitly state they're using the 4680 form factor.
 
I've already showed you. This is a press release that is intended to place BMW in best of light like all corporate press releases. It would be bad publicity for BMW to explicitly state they're using the 4680 form factor.
Then to say that they are using the 4680 is bad journalism. The only primary source on the matter available does not state 4680, therefore no assumption of using that battery can be made. I am not arguing what battery is being used. I am arguing that the article is crap, which it is.
 
Then to say that they are using the 4680 is bad journalism. The only primary source on the matter available does not state 4680, therefore no assumption of using that battery can be made. I am not arguing what battery is being used. I am arguing that the article is crap, which it is.
Again you're conflating a press release from BMW Group with an article by Reuters/Electrek. They are from different perspectives and have different purposes. One is to report the news and industry happenings the other is to paint a company is the best of light.

It's not that big of a deal that BMW is using the form factor developed by Tesla. It's akin to saying that because Daimler developed the first I6 (M836) in 1924 all I6 engines made after it are just copies.

Now we need to talk about those BMW grills.
 
Then to say that they are using the 4680 is bad journalism. The only primary source on the matter available does not state 4680, therefore no assumption of using that battery can be made. I am not arguing what battery is being used. I am arguing that the article is crap, which it is.

By default you are saying all article on the matter are crap because the final case length might not be a 100% copy like the rest of the change.

No one in the auto industry cares if its slightly longer of shorter 4680 is a dimension

The fact the BMW is moving away from prismatics to 46XXcells IS the story - not what the case length might work out to be.
 
Th
By default you are saying all article on the matter are crap because the final case length might not be a 100% copy like the rest of the change.

No one in the auto industry cares if its slightly longer of shorter 4680 is a dimension

The fact the BMW is moving away from prismatics to 46XXcells IS the story - not what the case length might work out to be.
That is not what i am saying at all. I am saying the author is a bad journalist because he makes up facts to fit his agenda.
 
Th

That is not what i am saying at all. I am saying the author is a bad journalist because he makes up facts to fit his agenda.

Multiple articles say the same thing- so they are all bad journalists then ?

What if the journalist have it right and it is exactly 80MM - are they still bad?
 
What articles? I mean reputable ones that aren’t quoting the same one you originally posted. This one supports my case. They do not state BMW are using 4380, only like cells.
https://www.autoweek.com/news/green-cars/a41168261/bmw-tesla-4680-battery-cells/
If BMW (or anyone) makes a version of a 4680 its not a "tesla cell" - but it is a tesla format.

its 4680 not 4380.

There are plenty of articles that say the same thing, Alarm guy posted a number of nearly identical article about this in post 39.

From the article you posted.

  • The Munich-based automaker reveals plans to adopt a new battery format—46 millimeters in diameter—to be used in Neue Klasse electric models.
  • The new battery is a format shared with Tesla, which touted the benefits of 4680 cells several years ago
 
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The 4680 format was apparently co-developed by Tesla. EVE is going to make them for Tesla and BMW . The "gotcha" is that BMW couldn't design their own battery format which met their performance requirements so they're having to relent and use this format developed by Tesla.


"..In 2020, Tesla introduced a new 4680 (46mm by 80mm) cylindrical battery format, which is much bigger than any other cylindrical cell put into electric vehicles to date....
..Tesla has been manufacturing the 4680 cell itself, and it already made its way in the Model Y produced at Gigafactory Texas. But the automaker has also been encouraging other battery manufacturers to produce the cell, as it plans to buy every viable cell it can get..."
Lol! China is making it all. Tesla and others are just the customer.
 
Doing business in China requires foreign automakers to make some sacrifices, especially when it comes to "suggestions" towards using domestic suppliers. Remember the Chinese Govt wants to become the premier battery manufacture of the world.. Some of the quotes from German auto execs about this have been enlightening. This is why I was surprised that Tesla received what appeared to be such a sweet deal with regards to the terms for the Shanghai factory.

I would not be surprised if this battery form factor is not used outside China.
Yup. IIRC, Tesla is using prismatic cells (what BMW is currently using in the i4 and iX as well as PHEV vehicles) in China. Deals in China aren't necessarily harbingers for what these companies will do elsewhere.

That said, it does sound like BMW is moving to a new cell format for their next platform, which isn't surprising given the supply issues they've been having. It makes sense to do a platform change with this, since the current platform and cell format were very much paired with each other.

I suspect the prismatic will stick around for many vehicles until they get a model refresh.
 
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Yup. IIRC, Tesla is using prismatic cells (what BMW is currently using in the i4 and iX as well as PHEV vehicles) in China. Deals in China aren't necessarily harbingers for what these companies will do elsewhere.

That said, it does sound like BMW is moving to a new cell format for their next platform, which isn't surprising given the supply issues they've been having. It makes sense to do a platform change with this, since the current platform and cell format were very much paired with each other.

I suspect the prismatic will stick around for many vehicles until they get a model refresh.
I think Cylinder vs. Pouch is going to be the big competition until SS arrives, and then it will be 100% pouch. It makes sense to base platforms on pouch, now, for this eventuality, to provide longevity. Many platforms last 5-7 years, and some go well past a decade, so planning for a future that may well be 2-4 years away makes infinite sense.
 
Prior to retiring, I worked on the dry battery electrode development project and what would become the 4680 cells but they weren't called that at the time. The engineers also did a lot of experimentation with pouch cells and prismatic cells but kept coming back to the cylindrical form factor. Elon, in his visions of grandeur once thought that Tesla would manufacture and supply their battery cells to all of the other makers or at least license the technology. Nice idea but he's too busy just making cars than to build a few mega-battery manufacturing plants so some battery-specific manufacturers will pick up that market.

Alarmguy, your argument that one might invest in the lower margin companies due to the fact they will be producing vehicles that are much more simple, require far less of a work force to build, much more modular and much more profitable ignores the fact that Tesla is constantly improving and refining their design and manufacturing processes. The Gigacastings are an example as is their process of applying paint and rust protection. And unless the auto maker unions are broken up, don't ever expect them to allow reduced work forces. Even if the production methods are improved and more automated, they will figure out a way to keep those displaced workers on the payroll. So much for getting their profit margins up above 25%.

Also, never underestimate Elon's ego and the fact that he is the richest man in the world. If one of the other automakers has some kind of breakthough in battery technology or manufacturing methods you can be sure he won't be sitting in a corner pouting about his once great company. He'll put the resources into competing with or even bettering the other's technology.

It reminds me of the scene in Citizen Kane where one of Kane's employees tells him he is losing a million dollars a year on his newspaper. Kane just grins and says "You’re right, I did lose a million dollars last year. I expect to lose a million dollars this year. I expect to lose a million dollars *next* year. You know, Mr. Thatcher, at the rate of a million dollars a year, I’ll have to close this place in… 60 years.”

Elon has F.U. money. And the legacy automakers don't.
 
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