WatchProSite|Market|Digest

Automotive

All the car companies market their batteries as being module replaceable.

 

But this really isn't something customers are asking for. This is really something insurance companies are asking for and warranty companies. Consumers think they want this, but I can tell you less than 1% have actually done this - partially because batteries are relatively reliable; and secondly, cars depreciate so quickly in general, that it's not worth it to replace a battery module.
For instance, let's say I could upgrade my battery to the latest one for $20,000 USD (this would mean replacing all four modules in my car with the latest and power densest module, which would mean I would get a lot more range. Which would be cheap if that really included parts and labor. Assuming $100 USD per kWh (supposedly the material cost), the battery cost alone would be around $8,500 USD for the raw battery, plus ancillaries (like the metal box it needs to come in, battery computer management system, etc, plus labor, plus a profit margin... But if you look at how much a new car costs, I'm already only around $10,000 away from a new car - then might as well do an entirely new car.
And if one is willing to buy a used car (I bought my Tesla new, but I do understand some people habitually prefer to buy used cars because the first 2-3 years of car depreciation is so steep), I could upgrade to nearly to a 2 year old car for much less than the battery cost.
Tesla has even tried making some cars with batteries that are glued together as a whole! My car has 4 individual modules that each rest in a metal frame and can be removed. There's are some Teslas configured specifically in a way that the whole battery is glued together! This saves on manufacturing costs, but it does increase the risk of a car being totaled more quickly by an insurance company. But so far, the money saved upfront does seem to be net beneficial; as the money saved upfront does seem to still cost less even when averaged with the increased insurance risk.

  login to reply