The 4680 isn't a dud, but the whole industry is betting on solid state and investing a lot in that. If the 4680 finds success, that will divert money away from solid state. As things stand, the 4680 is barely good enough and Zeng clearly isn't taking any chances and wants to kill it in its cradle.
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Isn't the 4680 just the shape of the battery? I guess the disadvantage is that it is round and harder to assemble into a pack unlike prismatic batteries.
IMO current lithium iron phosphate tech is better suited for most consumers compared to the nickel manganese cobalt based 4680 Tesla uses.
Yeah, the cylindrical cells have a lower packing density, but they're also stronger and less prone to expanding than the prismatic cells. Also the "wasted" space between 4680s just means more room for coolant to get around.
No fan of musky, but I know I'd want the physically stronger cells (cylindrical) in a moving vehicle.
There is absolutely no coolant sloshing around the cells, that’s wasted space. Immersive cooling is being researched but far from being in production. Most manufactures just put a cooling plate below or above the pack, Tesla has coolant lines going through the pack (between cell rows).