CATL will supply Tesla for the first time with so-called "M3P" batteries for the Model Y with a 72kWh battery from the fourth quarter of 2022. The cathode is no longer made from Lithium Iron Phosphate (LFP), it is now made from Lithium Manganese Iron Phosphate (LMFP). This should provide a higher energy density than with LFP cells. The LMFP material will be supplied by Shenzhen Dynanonic, which plans to produce 110,000 tons of material from the second half of this year.
Such reports of LMFP cells for Tesla are new. Previously, it was expected that the energy density of LFP batteries would be increased by improvements to CATL Cell-to-Pack technology - the third generation of the CtP technology presented should provide a higher energy density of 160 Wh/kg for LFP cells.
According to some sources, Tesla is also developing its own LMFP batteries. However, due to long development cycles, the automaker decided to initially source such batteries from external suppliers, i.e. CATL with pre-production Shenzhen Dynanonic.
CATL already announced in mid-July at the 2022 World EV and EV Batteries Conference in Yibin that the "M3P" battery is already in series production and will be used in mass-produced vehicles from 2023. Tesla is CATL's largest customer.