Tesla has vehicles selling today with batteries from 4 different battery makers (Panasonic, LG, CATL and Tesla). In addition they use a multitude of different cell types, 2170, 4680, 18650 and some prismatic as well. That is what you need to be able to handle if are the largest consumer of batteries on the plant.
GM basically makes zero BEV right now and they will slowly start with these Ultium batteries over the next couple years. Essentially they way, way behind. And of course they don't even have plans to make their own cells the way Tesla did.
BYD and VW are far more real in terms of competition.
https://www.tesla.com/sites/default/files/blog_attachments/g...
The first page tells you everything you needed to know. "It always seems impossible until it's done."
- EV1 was really a prototype.
- The Volt was a transition vehicle but it cost too much to build in volumes.
- They are selling 2 versions on the Bolt platform. The standard Bolt and the EUV.
- GM started selling small numbers of the Hummer on Ultium last last year.
- The Cadillac Lyriq began shipping to customers last month.
Next year, they have 3 models scheduled to launch: Silverado pickup, Blazer CUV, and the much less expensive Equinox. This battery plant is the first of 3 that they are building in the US.
I don't know enough to compare to others' with it being proprietary and using less cobolt perhaps making it significant for GM.
