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> Manufacturing of both cars and batteries. That's vertical integration.

Tesla is building their own battery packs, but they're still buying the cells from Panasonic, just like everyone else (Apple included) has the option to do.



Unless I’ve misunderstood something, this is incorrect. According to this October article Tesla has produced 20 million of their own battery cells at their Texas gigafactory: https://electrek.co/2023/10/11/tesla-4680-battery-cell-produ...

And their first gigafactory in Nevada as far as I know has been producing cells for years. I suspect they stopped buying cells from Panasonic years ago.


Actually, the Gigafactories are operated by Panasonic on behalf of Tesla. Technically the cell production in the Gigafactory is done by Panasonic and the packs then assembled by Tesla.

https://asia.nikkei.com/Business/Automobiles/Panasonic-to-bo...


Tesla has a special deal with panasonic[0], maybe they ""colab"" on the development of the batteries

[0]https://www.tesla.com/blog/panasonic-enters-supply-agreement...


Ah I looked for something more current and it seems Panasonic is operating production inside of Tesla's factory: https://www.theverge.com/2019/4/11/18305976/tesla-panasonic-...




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