Понеже имаше интерес какво точно представлява гигафактори като структура и собственост:
Гигафактори има четири участника със собствено производство:
- Valeo North America Inc. - дъщерна на Valeo S.A. - произвежда охлаждащите компоненти за пакетите на Тесла
- H&T Nevada LLC - дъщерна на Heitkamp & Thumann Group Германия - произвежда външната кутия на енергийните пакети
- Panasonic Energy Corporation of North America - дъщерна на Panasonic Япония - произвежда самите батерии
- и Тесла, която изкупува продукцията от горните три фирми и асемблира компонентите в енергийните пакети.
Сега за Панасоник-Тесла - започвам с пресрелийза от 31 юли 2014, с който се обявява обявява сключването на договора между двете компании за гигафактори:
http://ir.tesla.com/news-releases/news- ... igafactory
https://news.panasonic.com/global/press ... 731-3.html
OSAKA, Japan / PALO ALTO, USA, July 31, 2014 - Panasonic Corporation and Tesla Motors, Inc. have signed an agreement that lays out their cooperation on the construction of a large-scale battery manufacturing plant in the United States, known as the Gigafactory.
According to the agreement, Tesla will prepare, provide and manage the land, buildings and utilities. Panasonic will manufacture and supply cylindrical lithium-ion cells and invest in the associated equipment, machinery, and other manufacturing tools based on their mutual approval. A network of supplier partners is planned to produce the required precursor materials. Tesla will take the cells and other components to assemble battery modules and packs. To meet the projected demand for cells, Tesla will continue to purchase battery cells produced in Panasonic's factories in Japan. Tesla and Panasonic will continue to discuss the details of implementation including sales, operations and investment.
The Gigafactory is being created to enable a continuous reduction in the cost of long range battery packs in parallel with manufacturing at the volumes required to enable Tesla to meet its goal of advancing mass market electric vehicles. The Gigafactory will be managed by Tesla with Panasonic joining as the principle partner responsible for lithium-ion battery cells and occupying approximately half of the planned manufacturing space; key suppliers combined with Tesla's module and pack assembly will comprise the other half of this fully integrated industrial complex.
Това е договора от 31.07.2014 година - накрая на отчета - приложените документи:
https://seekingalpha.com/filing/1575528 ... X812482_16
Letter Agreement
This Letter Agreement (“ Agreement ”) is entered into effective as of July 31, 2014 (“ Effective Date ”) by and between Tesla Motors, Inc., a Delaware corporation located at 3500 Deer Creek Road, Palo Alto, California, 94304, United States (“ Tesla ”), and Panasonic Corporation, 1006 Kadoma, Kadoma City, Osaka 571-8506, Japan (“ Panasonic ”). Tesla and Panasonic are each referred to herein as a “ Party ” and such entities are collectively referred to herein as the “ Parties .” In consideration of the mutual promises and agreements contained herein, and for other good and valuable consideration, the receipt and adequacy of which are hereby acknowledged, the Parties agree as follows:
PURPOSE
Tesla desires to engage Panasonic to manufacture and supply cylindrical lithium-ion battery cells (the “ Goods ”) for use in Tesla products and, in connection with that purpose, Panasonic desires to engage the operations set forth above within a manufacturing facility owned by Tesla (the “ Giga-Factory ”).
Article 1 . The Parties hereby agree that Panasonic, by itself or through its subsidiary, will engage in the manufacture and supply of the Goods for use in Tesla products within the Giga-Factory. The terms and conditions with respect to such operations and sales will be reflected in a separate written agreement.
Article 2 . For the purpose set forth in Article 1 above (the “ Purpose ”), Panasonic will be responsible for the investments for equipment, machineries, tooling, jigs, dies, gauges, fixtures and molds required to manufacture and supply the Goods within Giga-Factory; provided, however, that the schedule, amount, contents and other conditions with respect to each such investment will be separately approved in writing by the Parties.
Article 3 . For the Purpose, Tesla will be responsible for preparing and providing to Panasonic the land, buildings and utilities required to manufacture and supply the Goods within the Giga-Factory.
и т.н. надолу - ясно се вижда, че оборудването и производството на батерии са собственост на Панасоник и продукцията се изкупува от Тесла.
Това е договора с който Тесла отдава на дългогодишен лизинг помещенията на гигафактори, земята и прилежащата инфраструктура (ток, вода, газ и т.н.) на Панасоник -
https://www.sec.gov/Archives/edgar/data ... 01_182.htm
Това е новина от септември тази година, че Панасоник ще разширят
собственото си производство в гигафакторито -
https://arstechnica.com/cars/2018/09/pa ... comments=1
In a Tuesday interview with Bloomberg, the head of Panasonic's Automotive Division said that the company was on track to complete an additional three battery-cell production lines at Tesla's Nevada Gigafactory before the end of this year. That puts the expansion ahead of schedule for completion.
Panasonic is a joint owner of the Gigafactory. The company provides the "2170" battery cells that go into a Model 3 battery pack. Tesla packages those cells to complete the pack.
......
The three new Panasonic lines will bring the number of cell-producing lines up to 13, Bloomberg wrote.
По подобен е организирана и другата гигафактори в Бъфало Ню Йорк, където Панасоник прави слънчевите панели, а Тесла трябва да ги изкупува и да произвежда с тях соларните покриви. Само, че с покривите положението е много зле и Тесла нищо не купува, така че Панасоник си е намерил други клиенти, които да купуват продукцията му.
Та така в Гигафактори Невада Тесла притежава земята, сградата, прилежащата инфраструктура и евентуално оборудването в цеха за асемблиране на енергийните пакети и модули (пиша евентуално, защото не е ясно каква част от това оборудване е на оперативен лизинг, каква част е на финансов и каква част е закупено). Останалата част от Гигафакторите в Невада принадлежи на другите три фирми посочени по-горе, като дела на Панасоник е най-голям.
