Tesla CEO Elon Musk said during the company’s earnings call that volume production of its class 8 truck, the Tesla Semi, is on hold until Tesla can make a high volume of its own 4680 battery cells.
The cells, which Tesla designed and showed off to shareholders at a battery day presentation in September 2020, are large, tab-less lithium-ion cells that the company is making at its pilot battery factory in Fremont, California. The company said in a Q4 earnings update that it will deliver its first Semi by the end of 2021.