Battery Supply Chain

Three Transparency Gaps: Sunwoda Specs, BYD Berlin, and 4680 Cycle Life

Apr 11, 2026 EngiVolt Pro
TESLA / SUNWODA — DATA GAPS: WITHHELD BY OEM
[?]GAP-01
Sunwoda Cell Specifications Not Publicly Disclosed

Sunwoda’s Gen 3 LFP cell specifications — exact capacity, voltage, cycle life rating — have not been publicly disclosed by either Sunwoda or Tesla. 36Kr’s April 10, 2026 report confirmed the supplier relationship but did not include cell-level technical data. Without these specifications, buyers receiving Sunwoda-equipped vehicles cannot assess whether their pack performs equivalently to CATL LFP packs. Expected resolution: H2 2026 if Sunwoda enters domestic market. Status: OPEN.

IMPACT: Cannot compare Sunwoda LFP cells to CATL LFP cells on a like-for-like basis -- fleet operators cannot model TCO differences between supplier configurations
TESLA / BYD — DATA GAPS: WITHHELD BY OEM
[?]GAP-03
BYD Blade Battery Supply for Tesla Berlin -- Unconfirmed

Reports from 2022 indicated BYD supplying Blade Battery cells for Tesla’s Berlin factory. As of the data cutoff, neither Tesla nor BYD has officially confirmed this supplier relationship. European buyers receiving Tesla vehicles from Giga Berlin cannot verify whether their pack contains BYD Blade cells through any publicly available channel. Expected resolution: Unknown. Status: OPEN.

IMPACT: BYD's status as Tesla supplier is based on 2022 industry reports -- neither party has officially confirmed the relationship as of April 2026
TESLA — DATA GAPS: WITHHELD BY OEM
[?]GAP-04
4680 Cell Cycle Life and Degradation Data

Tesla has not published independent cycle life or degradation test results for its 4680 cell format. The 4680 program, announced at Battery Day 2020, has been in limited production since 2022 but remains confined to Cybertruck and limited Model Y Austin production. Without published cycle life data, the 4680’s competitiveness against CATL LFP or LG NCM811 cannot be independently assessed. Expected resolution: Ongoing — Tesla has not indicated a timeline for publishing this data. Status: OPEN.

IMPACT: Cannot evaluate Tesla's in-house 4680 cell program against supplier alternatives -- investors and analysts lack data to assess vertical integration ROI