Company Profile: Tesla

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Energy Storage
Owning the Energy Transition

Categories	Lithium-ion batteries, Lithium-ion battery packs and modules, Plug-in vehicles
Competitors	Nissan Motor, General Motors, Toyota Motor Corporation, Honda Motor, Daimler, BMW, Audi, Hyundai Motor
Relationships	Panasonic (Supplier) Mercedes-Benz (Development partner) + 6 additional customers, development partners, and suppliers. Sign in to view

Strategy & Markets

Tesla focuses on the development and manufacture of EV battery packs, drivetrains, and vehicles. Its...

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December 3, 2018	Case Study	Electrifying the trucking industry: What does it take to charge a heavy-duty vehicle?
November 28, 2018	Analyst Insight	Monitoring the monitors: The evolving landscape of driver monitoring in commercial vehicle automation
November 1, 2018	Analyst Insight	E pluribus unum: Finding a place for energy storage in the landscape of virtual power plants
August 23, 2018	Analyst Insight	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 8, 2018	Analyst Insight	Trump wipes away billions of dollars of VC funding for U.S. tech startups as trade war moves into Silicon Valley
August 1, 2018	Case Study	Panasonic leverages an early bet on Tesla into a market-leading position in Li-ion production
July 11, 2018	Analyst Insight	Uber's fatal accident and what it means for the future of the autonomous vehicle industry
July 10, 2018	Analyst Insight	Will data sharing worries blunt materials informatics momentum?
July 5, 2018	Analyst Insight	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	Analyst Insight	Three reasons why HMI in today's vehicle is designed incorrectly
June 6, 2018	Analyst Insight	Solar-plus-storage: Tesla and competitors begin to lay the groundwork for the next utility-scale power solution
May 24, 2018	Analyst Insight	What does California's solar mandate actually mean? Concrete opportunities for storage, inverters, and more
April 25, 2018	Analyst Insight	The good, the bad, and the ugly of Tesla's recent Model 3 announcements
March 30, 2018	State of the Market Report	China’s Quest for Global Innovation Dominance
February 7, 2018	Analyst Insight	Who's driving with whom? A network visualization of autonomous driving technology developers
January 31, 2018	Analyst Insight	Sharing is sparing: How ride-hailing may save fuel cells in personal mobility
January 31, 2018	Analyst Insight	Consider the Megacharger: What does it take to charge a Tesla Semi?
January 11, 2018	Analyst Insight	2017 future grid year in review: Four key trends that matter for 2018
January 4, 2018	Analyst Insight	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	State of the Market Report	Powering the Last Billion: The Technologies That Are Electrifying the Developing World
December 7, 2017	Analyst Insight	Five undercurrent trends in 2017 that stand to impact the value of photovoltaics
December 6, 2017	Analyst Insight	You're gonna be popular: EV sales increasingly outpace PHEV sales
November 22, 2017	Analyst Insight	Despite Model 3 delays, Tesla’s new Semi is a positive next step for the company
November 2, 2017	Analyst Insight	Natural disasters are critical points for grid innovation: Puerto Rico
October 11, 2017	Analyst Insight	How to operate a fast-charging station and still make a profit
September 13, 2017	Analyst Insight	Capturing the wind: Vestas working with Tesla points to larger role of energy storage in wind power
August 17, 2017	Analyst Insight	Hawaii moves ahead on a 100% renewable portfolio standard for 2045
August 16, 2017	Analyst Insight	Planes, trains, and automobiles: Electrified transportation and the race to low-cost mobility
July 31, 2017	State of the Market Report	Li-ion Battery Safety: Analyzing the Technologies and Companies Making Safer Li-ion Batteries
June 1, 2017	Analyst Insight	Virtual power plants in Tesla’s walled garden are a serious threat to residential aggregators
May 25, 2017	Analyst Insight	Living in glass houses: The costs and future for Tesla’s solar roof
April 26, 2017	Analyst Insight	A winter of discontent: Evaluating the case for seasonal energy storage
April 20, 2017	State of the Market Report	Electric Vehicles Won’t Save Automotive Carbon Fiber
April 12, 2017	Analyst Insight	Europe's Li-ion gigafactory unlikely to come from upstart Northvolt
March 16, 2017	Analyst Insight	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	Analyst Insight	Dramatic shift in China's plug-in market make 2016 another record year
February 6, 2017	State of the Market Report	Energy Year in Review and the Year Ahead: the top developments in 2016 and what to watch for in 2017
January 25, 2017	Analyst Insight	ODI report finds that Tesla's Autopilot feature is not responsible for its first fatal crash
January 18, 2017	Analyst Insight	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	Analyst Insight	Samsung SDI introduces new Li-ion cell technology, but offers more hype than substance
January 4, 2017	State of the Market Report	Emerging Technologies to Watch in 2017
December 22, 2016	State of the Market Report	Future Costs of Stationary Energy Storage: Evaluating Li-ion and Flow Battery Cost Reductions and Application Fit
December 15, 2016	State of the Market Report	Electrifying the Walls: Growing Competition in Building-Integrated Photovoltaics
December 7, 2016	Analyst Insight	Planting the seeds of a walled garden: Tesla's aggressive pricing on the new Powerwall 2.0
December 7, 2016	Analyst Insight	Demand for advanced batteries in automotive applications at an all-time high in the third quarter of 2016
November 18, 2016	Analyst Insight	Tesla’s solar roof tile likely to have slow near-term adoption, but prefabrication can be a possible accelerator
October 27, 2016	Analyst Insight	Out of the driver's seat; Tesla turns over the reins to Panasonic for its 1 GW Buffalo, NY, facility
October 26, 2016	State of the Market Report	Reuse or Recycle: The Billion-Dollar Battery Question
September 30, 2016	State of the Market Report	EV Price Parity: When and How 200-mile Range EVs Can Really Win on Economics
September 28, 2016	Analyst Insight	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	Analyst Insight	Tesla's Autopilot 8.0 makes radar its primary sensor while using fleet learning to patch up shortcomings
August 17, 2016	State of the Market Report	What It Really Costs to Commercialize New Battery Technology: Lessons From More Than a Decade of Investment Data
August 10, 2016	Analyst Insight	Trouble in paradise – Mobileye and Tesla split over differing opinions on self-driving technology deployment
July 21, 2016	State of the Market Report	From Parking Lots in Massachusetts to Highways in Sweden - An Assessment of Autonomous Vehicle Testbeds Around the World
July 20, 2016	Analyst Insight	A cautionary tale: Tesla's autopilot feature sees its first fatality
July 20, 2016	State of the Market Report	AI Gets Edgy: How New Chips and Code Are Pushing Artificial Intelligence From the Centralized Cloud out to Network Nodes
July 5, 2016	Analyst Insight	Could AI startup Geometric Intelligence have prevented Tesla's fatal crash?
May 25, 2016	Analyst Insight	Three reasons why more and more automotive OEMs are now dabbling in residential energy storage systems
May 16, 2016	State of the Market Report	Segmenting the $10 Billion Battery Market for Plug-in Vehicles: Market Share Projections for OEMs, Individual Models, and Suppliers
May 11, 2016	Analyst Insight	No sleep till 2018: Tesla doubles down on production ramp-up for new Model 3, but quality issues loom
May 2, 2016	Analyst Insight	Case study: High potential for emerging software tools in automotive design, but adoption lags
April 28, 2016	State of the Market Report	How to Make Money in Stationary Energy Storage: Establishing Threshold Values for Emerging Storage Applications
April 20, 2016	Analyst Insight	Tesla's constant media presence is not a validation of its capabilties
April 15, 2016	State of the Market Report	Powering the Future: Evaluating the Contenders That Aim to Rule the Distributed Grid
April 13, 2016	Analyst Insight	Case study: Evaluating the world's first real EV hit, the Tesla Model 3
April 5, 2016	State of the Market Report	The Coming Battery Revolution: How Improving Batteries Will Enable Entirely New Products and Applications
March 30, 2016	Analyst Insight	Tesla establishes aggressive goals with Gigafactory's approach to energy consumption, recycling, and supplier responsibility
March 24, 2016	Analyst Insight	Case study: SolarCity takes a loss on smart home energy package in Hawaii
March 16, 2016	Analyst Insight	Highlights of Battery Japan 2016: Hitachi Zosen's solid-state work, beyond 18650 cells, and AESC's stationary offerings
February 17, 2016	State of the Market Report	EV Inflection Tracker 2016 Edition
January 20, 2016	State of the Market Report	Energy Storage Year in Review: The Five Biggest Developments of 2015, and Five to Watch in 2016 and Beyond
January 14, 2016	Analyst Insight	Green Mountain Power offers to share Tesla batteries with its customers in a clever bid to stay relevant
January 12, 2016	State of the Market Report	0 to 100: The Rapidly Accelerating Future of Automotive Efficiency
December 22, 2015	State of the Market Report	Helping Renewables Shine On: Analyzing the New Business Cases Where Batteries Make Sense for Solar Systems
December 9, 2015	Analyst Insight	Apple electric car project reportedly gets the green light and a staff of 1,800
December 7, 2015	State of the Market Report	Funding the Future: How U.S. Federal, State, and Local Governments Support ICT Innovation
November 25, 2015	Analyst Insight	In a small but notable deal, Tesla choses LG Chem to supply Li-ion cells for its Roadster upgrade
November 11, 2015	Analyst Insight	Lux reviews the Toyota Mirai: Test driving Toyota's hydrogen fuel cell vehicle
November 4, 2015	Analyst Insight	Tesla's Autopilot – Concerns, near misses, and a few redeeming factors
October 28, 2015	Analyst Insight	GM's $145/kWh lithium-ion battery cell foreshadows electric vehicle price parity
September 30, 2015	Analyst Insight	Better than a Tesla? What Porsche needs to execute on its ambitious Mission E concept
September 16, 2015	Analyst Insight	Untapped opportunity: Why EV and FCV infrastructure remains an open problem
August 26, 2015	Analyst Insight	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	Analyst Insight	Case study: Why Audi's 300 mile (500 km) range EV will be a winner for LG Chem and Samsung SDI
August 5, 2015	Analyst Insight	Silicon's unlikely champion: Why fragile high-capacity anodes make sense in long-range EVs
August 5, 2015	Analyst Insight	Case study: How the "most advanced microgrid in North America" combines nine distributed generation sources
July 8, 2015	Analyst Insight	Dahn Lab at Dalhousie signs exclusive five-year research partnership with Tesla, beginning in 2016
June 24, 2015	Analyst Insight	How not to make an EV: Atieva pivots towards plug-in vehicles, but unlikely to impact the market
June 11, 2015	State of the Market Report	Evaluating Tesla’s Powerwall: Finding a Home for Residential Energy Storage
May 13, 2015	Analyst Insight	Toyota doubling down on fuel cell vehicles as it looks to raise $4.2 billion for more R&D
April 29, 2015	Analyst Insight	Battle of the giants: Google's advanced energy storage team, and Apple's disappointing smartwatch battery
March 4, 2015	Analyst Insight	Asahi Kasei to acquire Polypore International's energy storage separator businesses
January 14, 2015	Analyst Insight	Tesla’s strategy to improve driving range through better batteries is missing a key piece of the puzzle
November 5, 2014	Analyst Insight	Tesla's autonomous car claims more hype than reality
September 17, 2014	Analyst Insight	Aging like a fine wine: Making electric vehicles better through battery pack upgrades
July 22, 2014	Analyst Insight	Foxconn to try its hand at making low-cost electric vehicles
May 6, 2014	Analyst Insight	State Grid unveils aggressive plan to build charging stations along China's major highways
April 2, 2014	Analyst Insight	Sakti3's solid-state batteries nearing commercial deployment, but it needs to find a rich (and bold) partner
March 5, 2014	Analyst Insight	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	Analyst Insight	Tesla’s China plan drives optimism, but obstacles loom
January 1, 2014	Analyst Insight	EV competitors Renault-Nissan and Mitsubishi to share some technology and production capacity
November 20, 2013	Analyst Insight	Two billion lithium-ion cells: The numbers behind the huge new Panasonic-Tesla supply deal
October 29, 2013	Analyst Insight	Tesla faces new obstacles in duplicating U.S. results in China
October 23, 2013	Analyst Insight	Tesla's success leading GM and others to reconsider long-range EVs to meet California's ZEV requirements
October 9, 2013	Analyst Insight	Tesla Model S fire poses a public relations problem first, a technical one second
September 24, 2013	Analyst Insight	Samsung, Apple, Nokia, HP, and now Blackberry: A month of 'meh' for innovation and investors
August 28, 2013	Analyst Insight	Panasonic's battery division back to profitability and is expanding, thanks in part to U.S. EV sales surge
August 16, 2013	Analyst Insight	Tubular! Tech billionaire Musk proposes Hyperloop, a radical new transport system for California
May 22, 2013	Analyst Insight	Tesla's first profitable quarter puts luxury automakers on notice, but others should keep calm and carry on
May 2, 2013	Analyst Insight	Watch out automakers, Local Motors producing crowd-sourced car - with environmental cred, to boot
February 27, 2013	Analyst Insight	Tesla's feud with the New York Times obscures the real point
October 10, 2012	Analyst Insight	Tesla fails to execute on Model S ramp-up, must seek additional $225 million
September 11, 2012	Analyst Insight	Battery electric vehicles will face serious competition in the race to reach 54.5 mpg
June 28, 2012	Analyst Insight	More impressions from Intersolar Europe: IBC/LG Chem partnership, module pricing update
June 6, 2012	Analyst Insight	Justin Bieber problems: Electric vehicle makers still at odds on charging standards
May 10, 2012	Analyst Insight	Solar plus storage: gaining steam on both supply and demand
January 4, 2012	Analyst Insight	The Volt fire saga continues as safety concerns rise across the market
December 7, 2011	Analyst Insight	Aptera the latest pure-play EV maker to shut its doors
March 24, 2011	Analyst Insight	Innovation gurus like synthetic biology
February 23, 2011	Analyst Insight	The numbers behind vehicle-to-grid: EVs save more money on the road
December 7, 2010	Analyst Insight	Downscaling of EPA’s cellulosic ethanol mandate illustrates value of multiple-option strategic planning
December 1, 2010	Analyst Insight	Hybrids key to Toyota's green roadmap
September 29, 2010	Analyst Insight	Elster becomes the latest smart-grid company to announce an IPO, seeking to break the mold of recent failures
August 18, 2010	Analyst Insight	ISE files for bankruptcy after a poor IPO
July 28, 2010	Analyst Insight	Warranty, cost questions surround Tesla/Toyota partnership
June 23, 2010	Analyst Insight	Tesla's updated S-1 filing reveals that its relationship with Toyota is shakier than expected
June 2, 2010	Analyst Insight	Daimler hedges EV bets with BYD joint venture
May 26, 2010	Analyst Insight	Toyota takes a shortcut into the EV market with Tesla partnership
April 21, 2010	Analyst Insight	Renault-Nissan and NEC double down on EVs
March 3, 2010	Analyst Insight	Blockbuster or nothing on the IPO market, as Silver Spring Networks gears up to go public
February 10, 2010	Analyst Insight	With its IPO filing, Tesla is looking a lot like GM
February 3, 2010	Analyst Insight	News from last week's SAE conference in Washington D.C.
January 13, 2010	Analyst Insight	Panasonic announces improved energy capacity of future Li-ion cells
January 13, 2010	Analyst Insight	U.S. DOE Awards $2.3 Billion in ARRA Manufacturing Tax Credits
October 21, 2009	Analyst Insight	Panasonic supplying Tesla is just one aspect of its probable strategy
October 7, 2009	Analyst Insight	Fisker Automotive gets $529 million DOE Loan for PHEVs, but is it a good investment?
September 15, 2009	Analyst Insight	Green machismo gets pumped up as Solazyme lands U.S. Navy biofuel deal
July 15, 2009	Analyst Insight	Complex inter-automaker partnerships mean bad news for battery start-ups
July 8, 2009	Analyst Insight	DOE distributes first batch of loans worth close to $8 billion
June 10, 2009	Analyst Insight	Large automakers bet big on electric vehicles, but large hurdles remain ahead
February 4, 2009	Analyst Insight	Nippon Mining and Metals to launch lithium-ion battery factory
October 29, 2008	Analyst Insight	Tesla reports layoffs and production delays
May 21, 2008	Analyst Insight	Tesla's 2008 IPO looks like a pipe dream
November 28, 2007	Analyst Insight	A new model to spur mass adoption of electric vehicles?
September 6, 2007	Analyst Insight	Solar developers continue to attract strong attention from venture capitalists

Last Update: December 3, 2018

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