Company Profile: Tesla

The full version of this company profile is available to members of:

Government & Non-Profit
Oil and Gas
Utilities

Categories	Lithium-ion batteries, Lithium-ion battery packs and modules, Plug-in vehicles
Competitors	Nissan Motor, Audi, BMW, Toyota Motor Corporation, Honda Motor, Hyundai Motor
Relationships	Panasonic (Supplier) SolarCity (Customer) + 1 additional customers. Sign in to view

Strategy & Markets

Tesla focuses on the development and manufacture of electric vehicles, with some activity in stationary...

Related Research

Date	Type	Title
January 19, 2023	Research Brief	Sensor innovation for autonomous vehicles
August 01, 2022	Case Study	Tesla and PG&E create a VPP, enabling participation in the ELRP from CAISO
February 09, 2022	Research Brief	Digital's 2021 Year in Review: Foundational Technologies
August 10, 2021	Case Study	In retrospect: What can manufacturing companies learn from Tesla's hyperautomation reversal in 2018?
March 12, 2021	Research Brief	AI chips in the autonomous vehicle space
October 20, 2020	Research Report	Breaking Down Tesla's Battery Day
October 13, 2020	Research Report	Electric Vehicle Lightweighting 2030
June 23, 2020	Research Brief	Cost Analysis: Batteries versus hydrogen in commercial trucking
April 24, 2020	Research Report	The Electric Vehicle Inflection Tracker: 2020 Edition
April 15, 2020	Research Brief	The digital transformation of field service: New developments and opportunities
March 31, 2020	Research Report	Alternative Manufacturing Methods: Flipping Paradigms to Reach New Goals
February 04, 2020	Research Brief	AI and machine learning 2019 year in review and what to look for in 2020
January 31, 2020	Case Study	Tesla finally delivered enough Model 3s in Q4 2019, but it teaches Elon Musk (and us) a lesson on automation
January 30, 2020	Research Brief	Industry Event Recap: Insights from the 2020 Advanced Automotive Battery Conference Europe
January 17, 2020	Research Brief	Energy Storage 2019 Year in Review
January 16, 2020	Research Report	Energy’s Top News, Technology Developers, and Questions You Asked About in 2019
October 09, 2019	Research Brief	Winners and losers in the future Li-ion battery supply chain
October 08, 2019	Research Brief	Tesla's acquisition of DeepScale won't be enough to stick to its autonomy timeline
September 25, 2019	Case Study	Dahn Lab formulates 1 million-mile Li-ion battery: How and why
August 06, 2019	Research Brief	Deciding between hardware- and software-based edge computing
August 01, 2019	Research Report	Current Costs: Evaluating the Impact of Microgrid Energy Trading
June 06, 2019	Research Brief	Camera-based approaches to autonomous driving have their advantages, but integration with lidar is key for a foolproof system
May 29, 2019	Case Study	Tesla acquires Maxwell – but not for its supercapacitor business
May 28, 2019	Research Brief	Where are driver monitoring systems headed?
May 14, 2019	Research Brief	Tesla achieves performance improvements with AI chip, but exposes itself to new risks
May 08, 2019	Case Study	NMC versus NCA: The history and outlook of nickel-rich cathodes
May 06, 2019	Research Brief	Tesla can make electric vehicles, but will it ever make money?
April 17, 2019	Research Brief	Innovating new business models to offset data transmission costs in connected cars
March 29, 2019	Research Report	How to Form a Materials Informatics Strategy
January 15, 2019	Research Brief	GreenSync begins commercial launch of deX, but will the platform be enough to displace VPPs?
December 13, 2018	Research Brief	2018 future grid year in review: 2019 will be driven forward by an energy transition that demands to be taken seriously and rewards those who do so
December 03, 2018	Case Study	Electrifying the trucking industry: What does it take to charge a heavy-duty vehicle?
November 28, 2018	Research Brief	Monitoring the monitors: The evolving landscape of driver monitoring in commercial vehicle automation
November 01, 2018	Research Brief	E pluribus unum: Finding a place for energy storage in the landscape of virtual power plants
August 23, 2018	Research Brief	State Grid's billion-dollar bids: Chinese grid imperialism and its tech opportunities
August 16, 2018	Case Study	Tesla turns to Panasonic to produce its industry-leading heterojunction cells at the solar Gigafactory
August 08, 2018	Research Brief	Trump wipes away billions of dollars of VC funding for U.S. tech startups as trade war moves into Silicon Valley
August 01, 2018	Case Study	Panasonic leverages an early bet on Tesla into a market-leading position in Li-ion production
July 11, 2018	Research Brief	Uber's fatal accident and what it means for the future of the autonomous vehicle industry
July 10, 2018	Research Brief	Will data sharing worries blunt materials informatics momentum?
July 05, 2018	Research Brief	Solar-plus-storage: Payback periods for residential systems are still too high for widespread adoption, but value stacking applications tip the scales
June 27, 2018	Research Brief	Three reasons why HMI in today's vehicle is designed incorrectly
June 06, 2018	Research Brief	Solar-plus-storage: Tesla and competitors begin to lay the groundwork for the next utility-scale power solution
May 24, 2018	Research Brief	What does California's solar mandate actually mean? Concrete opportunities for storage, inverters, and more
April 25, 2018	Research Brief	The good, the bad, and the ugly of Tesla's recent Model 3 announcements
March 30, 2018	Research Report	China’s Quest for Global Innovation Dominance
February 07, 2018	Research Brief	Who's driving with whom? A network visualization of autonomous driving technology developers
January 31, 2018	Research Brief	Sharing is sparing: How ride-hailing may save fuel cells in personal mobility
January 31, 2018	Research Brief	Consider the Megacharger: What does it take to charge a Tesla Semi?
January 11, 2018	Research Brief	2017 future grid year in review: Four key trends that matter for 2018
January 04, 2018	Research Brief	Next-gen Power's 2017 year-in-review: A collage of new projects, oil and gas companies come around, and solar continues to reach out
December 11, 2017	Research Report	Powering the Last Billion: The Technologies That Are Electrifying the Developing World
December 07, 2017	Research Brief	Five undercurrent trends in 2017 that stand to impact the value of photovoltaics
December 06, 2017	Research Brief	You're gonna be popular: EV sales increasingly outpace PHEV sales
November 22, 2017	Research Brief	Despite Model 3 delays, Tesla’s new Semi is a positive next step for the company
November 02, 2017	Research Brief	Natural disasters are critical points for grid innovation: Puerto Rico
October 11, 2017	Research Brief	How to operate a fast-charging station and still make a profit
September 13, 2017	Research Brief	Capturing the wind: Vestas working with Tesla points to larger role of energy storage in wind power
August 17, 2017	Research Brief	Hawaii moves ahead on a 100% renewable portfolio standard for 2045
August 16, 2017	Research Brief	Planes, trains, and automobiles: Electrified transportation and the race to low-cost mobility
July 31, 2017	Research Report	Li-ion Battery Safety: Analyzing the Technologies and Companies Making Safer Li-ion Batteries
June 01, 2017	Research Brief	Virtual power plants in Tesla’s walled garden are a serious threat to residential aggregators
May 25, 2017	Research Brief	Living in glass houses: The costs and future for Tesla’s solar roof
April 26, 2017	Research Brief	A winter of discontent: Evaluating the case for seasonal energy storage
April 20, 2017	Research Report	Electric Vehicles Won’t Save Automotive Carbon Fiber
April 12, 2017	Research Brief	Europe's Li-ion gigafactory unlikely to come from upstart Northvolt
March 16, 2017	Research Brief	Toyota's misguided chase after the mirage of a solar vehicle: Panasonic's HIT cells don't get the car too far
February 15, 2017	Research Brief	Dramatic shift in China's plug-in market make 2016 another record year
February 06, 2017	Research Report	Energy Year in Review and the Year Ahead: the top developments in 2016 and what to watch for in 2017
January 25, 2017	Research Brief	ODI report finds that Tesla's Autopilot feature is not responsible for its first fatal crash
January 18, 2017	Research Brief	Forecasting next-gen Li-ion application fit in plug-ins: Using simple models to evaluate where new Li-ion tech makes sense
January 18, 2017	Research Brief	Samsung SDI introduces new Li-ion cell technology, but offers more hype than substance
January 04, 2017	Research Report	Emerging Technologies to Watch in 2017
December 07, 2016	Research Brief	Planting the seeds of a walled garden: Tesla's aggressive pricing on the new Powerwall 2.0
December 07, 2016	Research Brief	Demand for advanced batteries in automotive applications at an all-time high in the third quarter of 2016
November 18, 2016	Research Brief	Tesla’s solar roof tile likely to have slow near-term adoption, but prefabrication can be a possible accelerator
October 27, 2016	Research Brief	Out of the driver's seat; Tesla turns over the reins to Panasonic for its 1 GW Buffalo, NY, facility
October 26, 2016	Research Report	Reuse or Recycle: The Billion-Dollar Battery Question
September 30, 2016	Research Report	EV Price Parity: When and How 200-mile Range EVs Can Really Win on Economics
September 28, 2016	Research Brief	Tesla and Edison foes no more: Southern California Edison awards Tesla Motors contract to build world’s largest Li-ion battery in Los Angeles
September 21, 2016	Research Brief	Tesla's Autopilot 8.0 makes radar its primary sensor while using fleet learning to patch up shortcomings
August 17, 2016	Research Report	What It Really Costs to Commercialize New Battery Technology: Lessons From More Than a Decade of Investment Data
August 10, 2016	Research Brief	Trouble in paradise – Mobileye and Tesla split over differing opinions on self-driving technology deployment
July 21, 2016	Research Report	From Parking Lots in Massachusetts to Highways in Sweden - An Assessment of Autonomous Vehicle Testbeds Around the World
July 20, 2016	Research Brief	A cautionary tale: Tesla's autopilot feature sees its first fatality
July 20, 2016	Presentation	AI Gets Edgy: How New Chips and Code Are Pushing Artificial Intelligence From the Centralized Cloud out to Network Nodes
July 05, 2016	Research Brief	Could AI startup Geometric Intelligence have prevented Tesla's fatal crash?
May 25, 2016	Research Brief	Three reasons why more and more automotive OEMs are now dabbling in residential energy storage systems
May 16, 2016	Research Report	Segmenting the $10 Billion Battery Market for Plug-in Vehicles: Market Share Projections for OEMs, Individual Models, and Suppliers
May 11, 2016	Research Brief	No sleep till 2018: Tesla doubles down on production ramp-up for new Model 3, but quality issues loom
May 02, 2016	Research Brief	Case study: High potential for emerging software tools in automotive design, but adoption lags
April 28, 2016	Research Report	How to Make Money in Stationary Energy Storage: Establishing Threshold Values for Emerging Storage Applications
April 20, 2016	Research Brief	Tesla's constant media presence is not a validation of its capabilties
April 15, 2016	Research Report	Powering the Future: Evaluating the Contenders That Aim to Rule the Distributed Grid
April 13, 2016	Research Brief	Case study: Evaluating the world's first real EV hit, the Tesla Model 3
April 05, 2016	Presentation	The Coming Battery Revolution: How Improving Batteries Will Enable Entirely New Products and Applications
March 30, 2016	Research Brief	Tesla establishes aggressive goals with Gigafactory's approach to energy consumption, recycling, and supplier responsibility
March 24, 2016	Research Brief	Case study: SolarCity takes a loss on smart home energy package in Hawaii
March 16, 2016	Research Brief	Highlights of Battery Japan 2016: Hitachi Zosen's solid-state work, beyond 18650 cells, and AESC's stationary offerings
February 17, 2016	Research Report	EV Inflection Tracker 2016 Edition
January 20, 2016	Research Report	Energy Storage Year in Review: The Five Biggest Developments of 2015, and Five to Watch in 2016 and Beyond
January 14, 2016	Research Brief	Green Mountain Power offers to share Tesla batteries with its customers in a clever bid to stay relevant
January 12, 2016	Presentation	0 to 100: The Rapidly Accelerating Future of Automotive Efficiency
December 09, 2015	Research Brief	Apple electric car project reportedly gets the green light and a staff of 1,800
November 25, 2015	Research Brief	In a small but notable deal, Tesla choses LG Chem to supply Li-ion cells for its Roadster upgrade
November 11, 2015	Research Brief	Lux reviews the Toyota Mirai: Test driving Toyota's hydrogen fuel cell vehicle
November 04, 2015	Research Brief	Tesla's Autopilot – Concerns, near misses, and a few redeeming factors
October 28, 2015	Research Brief	GM's $145/kWh lithium-ion battery cell foreshadows electric vehicle price parity
September 30, 2015	Research Brief	Better than a Tesla? What Porsche needs to execute on its ambitious Mission E concept
September 16, 2015	Research Brief	Untapped opportunity: Why EV and FCV infrastructure remains an open problem
August 26, 2015	Research Brief	Can your car catch a cold? Viruses, hacks, and other security threats bring new fears to the era of the connected car
August 19, 2015	Research Brief	Case study: Why Audi's 300 mile (500 km) range EV will be a winner for LG Chem and Samsung SDI
August 05, 2015	Research Brief	Silicon's unlikely champion: Why fragile high-capacity anodes make sense in long-range EVs
August 05, 2015	Research Brief	Case study: How the "most advanced microgrid in North America" combines nine distributed generation sources
July 08, 2015	Research Brief	Dahn Lab at Dalhousie signs exclusive five-year research partnership with Tesla, beginning in 2016
June 24, 2015	Research Brief	How not to make an EV: Atieva pivots towards plug-in vehicles, but unlikely to impact the market
May 13, 2015	Research Brief	Toyota doubling down on fuel cell vehicles as it looks to raise $4.2 billion for more R&D
April 29, 2015	Research Brief	Battle of the giants: Google's advanced energy storage team, and Apple's disappointing smartwatch battery
March 04, 2015	Research Brief	Asahi Kasei to acquire Polypore International's energy storage separator businesses
January 14, 2015	Research Brief	Tesla’s strategy to improve driving range through better batteries is missing a key piece of the puzzle
November 05, 2014	Research Brief	Tesla's autonomous car claims more hype than reality
September 17, 2014	Research Brief	Aging like a fine wine: Making electric vehicles better through battery pack upgrades
July 22, 2014	Research Brief	Foxconn to try its hand at making low-cost electric vehicles
May 06, 2014	Research Brief	State Grid unveils aggressive plan to build charging stations along China's major highways
April 02, 2014	Research Brief	Sakti3's solid-state batteries nearing commercial deployment, but it needs to find a rich (and bold) partner
March 05, 2014	Research Brief	The U.S. will get a second chance at energy storage with the Gigafactory – Tesla's 35 GWh Li-ion battery factory plans
February 25, 2014	Research Brief	Tesla’s China plan drives optimism, but obstacles loom
January 01, 2014	Research Brief	EV competitors Renault-Nissan and Mitsubishi to share some technology and production capacity
November 20, 2013	Research Brief	Two billion lithium-ion cells: The numbers behind the huge new Panasonic-Tesla supply deal
October 29, 2013	Research Brief	Tesla faces new obstacles in duplicating U.S. results in China
October 23, 2013	Research Brief	Tesla's success leading GM and others to reconsider long-range EVs to meet California's ZEV requirements
October 09, 2013	Research Brief	Tesla Model S fire poses a public relations problem first, a technical one second
September 24, 2013	Research Brief	Samsung, Apple, Nokia, HP, and now Blackberry: A month of 'meh' for innovation and investors
August 28, 2013	Research Brief	Panasonic's battery division back to profitability and is expanding, thanks in part to U.S. EV sales surge
August 16, 2013	Research Brief	Tubular! Tech billionaire Musk proposes Hyperloop, a radical new transport system for California
May 22, 2013	Research Brief	Tesla's first profitable quarter puts luxury automakers on notice, but others should keep calm and carry on
May 02, 2013	Research Brief	Watch out automakers, Local Motors producing crowd-sourced car - with environmental cred, to boot
February 27, 2013	Research Brief	Tesla's feud with the New York Times obscures the real point
October 10, 2012	Research Brief	Tesla fails to execute on Model S ramp-up, must seek additional $225 million
September 11, 2012	Research Brief	Battery electric vehicles will face serious competition in the race to reach 54.5 mpg
June 28, 2012	Research Brief	More impressions from Intersolar Europe: IBC/LG Chem partnership, module pricing update
June 06, 2012	Research Brief	Justin Bieber problems: Electric vehicle makers still at odds on charging standards
May 10, 2012	Research Brief	Solar plus storage: gaining steam on both supply and demand
January 04, 2012	Research Brief	The Volt fire saga continues as safety concerns rise across the market
December 07, 2011	Research Brief	Aptera the latest pure-play EV maker to shut its doors
March 24, 2011	Research Brief	Innovation gurus like synthetic biology
February 23, 2011	Research Brief	The numbers behind vehicle-to-grid: EVs save more money on the road
December 07, 2010	Research Brief	Downscaling of EPA’s cellulosic ethanol mandate illustrates value of multiple-option strategic planning
December 01, 2010	Research Brief	Hybrids key to Toyota's green roadmap
September 29, 2010	Research Brief	Elster becomes the latest smart-grid company to announce an IPO, seeking to break the mold of recent failures
August 18, 2010	Research Brief	ISE files for bankruptcy after a poor IPO
July 28, 2010	Research Brief	Warranty, cost questions surround Tesla/Toyota partnership
June 23, 2010	Research Brief	Tesla's updated S-1 filing reveals that its relationship with Toyota is shakier than expected
June 02, 2010	Research Brief	Daimler hedges EV bets with BYD joint venture
May 26, 2010	Research Brief	Toyota takes a shortcut into the EV market with Tesla partnership
April 21, 2010	Research Brief	Renault-Nissan and NEC double down on EVs
March 03, 2010	Research Brief	Blockbuster or nothing on the IPO market, as Silver Spring Networks gears up to go public
February 10, 2010	Research Brief	With its IPO filing, Tesla is looking a lot like GM
February 03, 2010	Research Brief	News from last week's SAE conference in Washington D.C.
January 13, 2010	Research Brief	Panasonic announces improved energy capacity of future Li-ion cells
January 13, 2010	Research Brief	U.S. DOE Awards $2.3 Billion in ARRA Manufacturing Tax Credits
October 21, 2009	Research Brief	Panasonic supplying Tesla is just one aspect of its probable strategy
October 07, 2009	Research Brief	Fisker Automotive gets $529 million DOE Loan for PHEVs, but is it a good investment?
September 15, 2009	Research Brief	Green machismo gets pumped up as Solazyme lands U.S. Navy biofuel deal
July 15, 2009	Research Brief	Complex inter-automaker partnerships mean bad news for battery start-ups
July 08, 2009	Research Brief	DOE distributes first batch of loans worth close to $8 billion
June 10, 2009	Research Brief	Large automakers bet big on electric vehicles, but large hurdles remain ahead
February 04, 2009	Research Brief	Nippon Mining and Metals to launch lithium-ion battery factory
October 29, 2008	Research Brief	Tesla reports layoffs and production delays
May 21, 2008	Research Brief	Tesla's 2008 IPO looks like a pipe dream
November 28, 2007	Research Brief	A new model to spur mass adoption of electric vehicles?
September 06, 2007	Research Brief	Solar developers continue to attract strong attention from venture capitalists

About Lux Research

Lux Research is a leading provider of tech-enabled research and advisory solutions, helping clients drive growth through technology innovation. A pioneer in the research industry, Lux uniquely combines technical expertise and business insights with a proprietary intelligence platform, using advanced analytics and data science to surface true leading indicators. With quality data derived from primary research, fact-based analysis, and opinions that challenge traditional thinking, Lux clients are empowered to make more informed decisions today to ensure future success.

Already a Lux Client?

Interested in Learning More?

Or call us now

For North America (Boston Headquarters)
+1 (617) 502-5300

For EMEA (Amsterdam)
+31 20 280 7900

For APAC (Singapore)
+65 6592-6978