2026年5月報道指,Panasonic Energy 4680 量產再推遲,主因係未收到關鍵客戶嘅確認採購訂單,而唔似係和歌山廠房未準備好。 和歌山廠已被定位為 4680 主要生產據點,但樣本電池、客戶批核、正式訂單同量產排程係幾個唔同關口。

Create a landscape editorial hero image for this Studio Global article: What is causing Panasonic to delay mass production of its 4680 battery cells again, how does Tesla’s pending approval affect the Wakayama fa. Article summary: Panasonic is delaying 4680 mass production mainly because Tesla has not yet given final approval or a confirmed purchase order, leaving the Wakayama rollout unable to move from readiness/samples into full-scale output. A. Topic tags: general, news, general web, user generated. Reference image context from search candidates: Reference image 1: visual subject "# Panasonic reportedly delays production ramp at US battery factory due to low Tesla demand. Panasonic Tesla 4680 battery cells. Panasonic has reportedly delayed its plan to ramp u" source context "Panasonic reportedly delays production ramp at US battery factory ..." Reference image 2: visual subject "# Pa
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2026年5月報道指,Panasonic Energy 4680 量產再推遲,主因係未收到關鍵客戶嘅確認採購訂單,而唔似係和歌山廠房未準備好。
2026年5月報道指,Panasonic Energy 4680 量產再推遲,主因係未收到關鍵客戶嘅確認採購訂單,而唔似係和歌山廠房未準備好。 和歌山廠已被定位為 4680 主要生產據點,但樣本電池、客戶批核、正式訂單同量產排程係幾個唔同關口。
EV 增長放慢之際,生成式 AI 帶動數據中心用電同後備電源需求,令儲能系統成為 Panasonic 更受重視嘅產能去向。
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開啟相關頁面SAN FRANCISCO/TOKYO (Reuters) - Panasonic said on Wednesday that it will delay the commercial production of its 4680 battery cells championed by Tesla CEO Elon Musk and begin operations during the April to September period in 2024, later than previously sch...
Panasonic Energy has pushed back mass production of its 4680 cylindrical battery, with the company yet to receive a confirmed purchase order from a key customer, reported Nikkei Asia. The company had indicated in July last year that it expected the final cu...
KINOKAWA, Japan (Reuters) -Japanese Tesla (NASDAQ:TSLA) supplier Panasonic (OTC:PCRFY) Energy has finalised preparations for the mass-production of its high-capacity electric-vehicle batteries, the company said on Monday, as it seeks to start supplying the...
Panasonic 4680 量產唔係第一次延遲。不過,延遲原因已經有明顯變化。
2023年,Reuters 報道 Panasonic 將商業生產推遲至2024年4月至9月期間,原因係要為電池導入性能改善措施 [1]。呢種延遲,讀法比較直接:產品或製程仍要再調校。
但今次唔同。2026年5月,Just Auto 引述 Nikkei Asia 報道稱,Panasonic Energy 推遲 4680 量產,原因係仍未收到一名關鍵客戶嘅確認採購訂單 [2]。
呢個分別好重要。性能延遲,通常代表產品或工藝仲要打磨;但如果係未有客戶批核或正式訂單,就代表廠房可以技術上準備好,但商業上仍未可以合理地開足產能。現有資料未有交代,到底卡住嘅係技術指標、價格、交付時間表,定係訂單規模,所以暫時唔應該武斷講成「4680 電池性能失敗」。
Panasonic 嘅和歌山廠係 4680 推進入面最核心嘅據點。Reuters 相關報道指,Panasonic Energy 已完成翻新後和歌山廠嘅量產準備,而該廠會成為 4680 電池嘅主要工廠 [5]。當時其他報道亦指出,生產會喺客戶批核後展開,計劃年產能為數 GWh [
10]。
換句話講,呢件事其實有兩道閘:
Tesla 之所以被市場盯實,原因好簡單:Panasonic 本身係 Tesla 電池供應商,而 Tesla 一直係 4680 格式嘅主要推動者之一 [12]。Panasonic 亦表示,4680 電池容量約為較細 2170 圓柱電池嘅 5 倍 [
5]。
對和歌山廠嚟講,大型車廠嘅批核唔係例行公事咁簡單。Panasonic 之前已向車廠客戶送出 4680 樣本,並等待客戶批准後才開始生產 [5][
10]。如果待決嘅客戶決定涉及 Tesla,影響就好直接:和歌山可以維持喺「準備好」或「送樣測試」階段,但未有一張能夠鎖定產量、時間表同經濟效益嘅訂單,就難以進入可預測嘅大規模量產。
不過要留意,現有來源支持「關鍵客戶訂單未到」呢一點 [2],但並無公開披露 Tesla 具體批核條件,亦無足夠資料確認到底邊一項標準仍未過關。
講到底,呢個轉向係需求質素問題。
Panasonic Energy 2025年綜合報告指出,在 EV 市場增長放慢之下,雖然北美生產嘅電池需求強勁,但整體車載業務按年下跌 20%,至 4,812億日圓 [17]。其後《The Star》報道亦指,Panasonic Energy 上一個財政年度盈利下跌 42%,因車載電池盈利下滑,抵銷咗工業及消費儲能業務嘅增長 [
20]。
另一邊廂,數據中心需求就係逆風中嘅順風位。Panasonic 2024年綜合報告提到,因生成式 AI 市場擴張,數據中心用儲能電池系統銷售強勁;公司亦已開始量產支援數據中心嘅供電系統 [27]。Panasonic 亦表示,因美國同日本部分工廠需求強勁,公司正為數據中心應用生產電池芯 [
20]。另有 Nikkei 相關報道由 Tiger Brokers 轉述,指 Panasonic 供應機架式儲能系統,用於支援數據中心喺停電或用電高峰期間運作 [
19]。
用白話講:如果某部分電池產能等緊 EV 客戶批核、車款排期或需求回暖,Panasonic 可以將部分資源轉去儲能系統;而 AI 基建同數據中心正正需要後備電力同能源管理能力。
Panasonic 嘅取態,其實反映更大嘅電池市場訊號。S&P Global 指出,在政策同需求轉變下,車廠同電池供應商正縮減或重新平衡 EV 目標,並將多餘電池產能轉向增長較快嘅儲能市場 [18]。
呢個趨勢唔代表 Panasonic 放棄 EV 電池。公司仍然為和歌山 4680 量產做準備,亦繼續提到北美電池需求強勁 [5][
17]。但現實係:當一條 EV 量產路線仍要等批核同訂單,而數據中心儲能需求已經擺喺眼前,企業自然會更靈活分配產能。
第二個訊號,是 Panasonic 點樣分配電池產能。如果公司繼續將部分 EV 電池產線或產出轉向數據中心儲能,就代表 AI 基建唔再只係旁支市場,而係足以同 EV 爭奪電池製造資源嘅重要需求來源 [19][
20]。
對 Tesla 嚟講,重點係:來自 Panasonic 和歌山嘅外部 4680 供應爬坡,仍然有條件限制。對 Panasonic 嚟講,策略就更似「兩手準備」:保留 4680 量產選項,同時用數據中心儲能吸收部分產能,等 EV 需求同客戶批核慢慢追上。
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