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Future of Transportation Session
JB Straubel
CTO, co-founder
Mar 15th, 2015
Corporate Overview
Headquarters Palo Alto, CA Tesla Factory Fremont, CA
EU Assembly Tilburg, NLDesign Studio Hawthorne, CA
Company Founded
Roadster Prototype
Roadster Production Launch
Nasdaq IPO
Purchase Tesla Fremont Plant
N. America Model S Introduction
EU Model S Introduction
AWD Model S Launch
50,000+ Total Vehicles Delivered
11,000+ employees
2003
2006
2012
2013
2008
2010
2015
Oil Price: $~30/barrel
• Lead-acid technology was still status quo in 1995
• Performance had stagnated
 Short lifespan
 Very heavy
 Short range
Lithium ion Made Possible:
 4 X gravimetric energy density
 6 X volumetric energy density
 3 X cycle life
Battery History
Industry first Lithium Ion EV Powertrain
4 -
Controls and Software
Power Electronics
Module
(DC-AC Inverter, Charger)
53 kWh Lithium ion
battery pack
250hp AC
Induction Motor and
Gearbox
A New Idea in 2004:
Performance Electric Cars
Focus on Energy Storage Design and Cost
 Ground-up design as EV-only (Model S/X)
 Optimal packaging, safety and performance
 High energy density leads to lower cost
85 kWh Battery
Pack
AWD Dual Motor Platform
 Improved efficiency and torque distribution in Model S 85D
 Tight integration of power electronics control with energy storage
Model S
Performance
 3.2s (P85D, dual motor sport)
Driving range
 265 miles (US EPA rating)
Advanced range capabilities
 20 minute DC fast charge capability (10-60%)
“Better than anything we’ve ever tested”
“99 out of 100 points”
Always Connected Glass Cockpit
An Electronics and Software Culture
• Core focus and Tesla DNA
• Battery voltage management
• Motor Control
• Diagnostics
• Touchscreen
• Mobile App
• Traction and Stability Control
• Autopilot
• Complete Over the Air Updates
Connected Vehicle Fleet
• 1,000,000+ Tesla Vehicles x 10kW On-Board Charger
• 75 GWh of energy storage
• 10 GW Controllable Charging Load
• 50,000+ cumulative Model S vehicles
• 5 GWh of deployed energy storage
Today
2019
• Tesla Supercharger Network
135 kW power (300-415VDC)
0-50% SOC in 20 minutes
• Free long-range driving for Model S customers
EV Infrastructure – Tesla Supercharger
Superchargers Today (Tesla web Site “find us”)
VehicleAffordability
Market Size / Timing
Tesla Model S Tesla Model X
Second Generation Platform
Tesla Roadster
First Generation
Model 3 Platform
Tesla Model 3 Sedan & Crossover
Product Roadmap – Growing EV Volume
Tesla Roadster
GM EV1
VolumetricEnergyDensity[Wh/l]
600
500
400
300
200
1985 1990 1995 2000 2005
Year
2010 2015 2020
Model S
700
Model 3
Battery Energy Density Trend
800
VehicleAffordability
Market Size / Timing
Tesla Model S Tesla Model X
Second Generation Platform
Tesla Roadster
First Generation
Model 3 Platform
Tesla Model 3 Sedan & Crossover
Product Roadmap – Growing EV Volume
500,000
Vehicles
Global cell supply
growing, but almost
entirely in Asia
Planned 2020 Gigafactory Production Exceeds 2013 Global Production
Battery pack cost/kWh reduced >30% for Model 3
35,000
Vehicles
GWh/YearProduction
Tesla Battery Gigafactory
Module
Cathode
Manufacturing
Aluminum Foil
Cathode
Electrode
Anode
Electrode
Separator
Manufacturing
Separator Winding
Cell
Assembl
y
Anode
Manufacturing
Copper
Foil
RawMaterials
Cell
Cell
Cell
…
Pack
Module
Module
Module
…
Pack
Enclosure
Vehicle
Assembly
(Fremont, CA)
Can &
Cap
Battery Pack
Lifetime Usage
Battery Pack
Recycling
Raw
Steel/Alumin
um
Electrolyte
Manufacturing
Gigafactory Process Flow
Product Line Automotive Residential Commercial
Power/Energy 310 kW / 85 kWh 5 kW / 10 kWh 200 kW / 400 kWh+
Listed
Outdoor Rated
Stationary Energy Storage Product Derivatives
The Ideal Solution?
Q: What PV area is required to offset 100% of
Passenger car miles driven in the USA?1
Photovoltaic
1. 1.658 x 1012 miles in 2002 (DOT Bureau of Transportation Statistics)
2. cia.gov
1. Battery costs will continue to decline faster than most predictions driven by
steady technology improvement and economies of scale
Future Transportation Predictions
2. Nearly all ground vehicles will evolve toward battery electric vehicles as
battery costs drop (hybrids -> plug in hybrids -> Evs)
5. The growing EV fleet will integrate with growing (intermittent) renewables
on the grid to allow 100% non-carbon energy for electricity and
transportation
3. Bulk battery energy storage on the grid will grow rapidly and further
accelerate battery cost reduction and scale increase
4. 95% autonomous, connected vehicles will become the new norm
improving safety, efficiency and utility
“The stone age came to an end not for lack of stones
And the oil age will come to an end not for lack of oil”
— Sheikh Yamani, former Saudi Oil Minister

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VGEF 2015: The Future of Transportation (JB Straubel, CTO, Tesla Motors Inc)

  • 1. Future of Transportation Session JB Straubel CTO, co-founder Mar 15th, 2015
  • 2. Corporate Overview Headquarters Palo Alto, CA Tesla Factory Fremont, CA EU Assembly Tilburg, NLDesign Studio Hawthorne, CA Company Founded Roadster Prototype Roadster Production Launch Nasdaq IPO Purchase Tesla Fremont Plant N. America Model S Introduction EU Model S Introduction AWD Model S Launch 50,000+ Total Vehicles Delivered 11,000+ employees 2003 2006 2012 2013 2008 2010 2015 Oil Price: $~30/barrel
  • 3. • Lead-acid technology was still status quo in 1995 • Performance had stagnated  Short lifespan  Very heavy  Short range Lithium ion Made Possible:  4 X gravimetric energy density  6 X volumetric energy density  3 X cycle life Battery History
  • 4. Industry first Lithium Ion EV Powertrain 4 - Controls and Software Power Electronics Module (DC-AC Inverter, Charger) 53 kWh Lithium ion battery pack 250hp AC Induction Motor and Gearbox
  • 5. A New Idea in 2004: Performance Electric Cars
  • 6. Focus on Energy Storage Design and Cost  Ground-up design as EV-only (Model S/X)  Optimal packaging, safety and performance  High energy density leads to lower cost 85 kWh Battery Pack
  • 7. AWD Dual Motor Platform  Improved efficiency and torque distribution in Model S 85D  Tight integration of power electronics control with energy storage
  • 8. Model S Performance  3.2s (P85D, dual motor sport) Driving range  265 miles (US EPA rating) Advanced range capabilities  20 minute DC fast charge capability (10-60%) “Better than anything we’ve ever tested” “99 out of 100 points”
  • 10. An Electronics and Software Culture • Core focus and Tesla DNA • Battery voltage management • Motor Control • Diagnostics • Touchscreen • Mobile App • Traction and Stability Control • Autopilot • Complete Over the Air Updates
  • 11. Connected Vehicle Fleet • 1,000,000+ Tesla Vehicles x 10kW On-Board Charger • 75 GWh of energy storage • 10 GW Controllable Charging Load • 50,000+ cumulative Model S vehicles • 5 GWh of deployed energy storage Today 2019
  • 12. • Tesla Supercharger Network 135 kW power (300-415VDC) 0-50% SOC in 20 minutes • Free long-range driving for Model S customers EV Infrastructure – Tesla Supercharger
  • 13. Superchargers Today (Tesla web Site “find us”)
  • 14. VehicleAffordability Market Size / Timing Tesla Model S Tesla Model X Second Generation Platform Tesla Roadster First Generation Model 3 Platform Tesla Model 3 Sedan & Crossover Product Roadmap – Growing EV Volume
  • 15. Tesla Roadster GM EV1 VolumetricEnergyDensity[Wh/l] 600 500 400 300 200 1985 1990 1995 2000 2005 Year 2010 2015 2020 Model S 700 Model 3 Battery Energy Density Trend 800
  • 16. VehicleAffordability Market Size / Timing Tesla Model S Tesla Model X Second Generation Platform Tesla Roadster First Generation Model 3 Platform Tesla Model 3 Sedan & Crossover Product Roadmap – Growing EV Volume
  • 17. 500,000 Vehicles Global cell supply growing, but almost entirely in Asia Planned 2020 Gigafactory Production Exceeds 2013 Global Production Battery pack cost/kWh reduced >30% for Model 3 35,000 Vehicles GWh/YearProduction Tesla Battery Gigafactory
  • 19.
  • 20. Product Line Automotive Residential Commercial Power/Energy 310 kW / 85 kWh 5 kW / 10 kWh 200 kW / 400 kWh+ Listed Outdoor Rated Stationary Energy Storage Product Derivatives
  • 21. The Ideal Solution? Q: What PV area is required to offset 100% of Passenger car miles driven in the USA?1 Photovoltaic 1. 1.658 x 1012 miles in 2002 (DOT Bureau of Transportation Statistics) 2. cia.gov
  • 22. 1. Battery costs will continue to decline faster than most predictions driven by steady technology improvement and economies of scale Future Transportation Predictions 2. Nearly all ground vehicles will evolve toward battery electric vehicles as battery costs drop (hybrids -> plug in hybrids -> Evs) 5. The growing EV fleet will integrate with growing (intermittent) renewables on the grid to allow 100% non-carbon energy for electricity and transportation 3. Bulk battery energy storage on the grid will grow rapidly and further accelerate battery cost reduction and scale increase 4. 95% autonomous, connected vehicles will become the new norm improving safety, efficiency and utility
  • 23. “The stone age came to an end not for lack of stones And the oil age will come to an end not for lack of oil” — Sheikh Yamani, former Saudi Oil Minister