Tesla is feeling the combined effects of an ongoing global semiconductor shortage and a limited supply of tier one lithium battery cells, writing in its Q2 2021 earnings presentation that “due to the limited availability of battery cells and global supply chain challenges, we have shifted the launch of the Semi truck program to 2022.”
Tesla’s 4680 cells, which are not yet at commercial production levels, are the likely route of the battery bottleneck which is delaying bringing the Semi to market.
Tesla had originally used 2170 cells in the Semi prototype, but plans to use 4680 cells in . . .